Jim Cramer sees pockets of 'turmoil' in the market — plus, the latest on Nvidia's plans for China
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Jim Cramer sees pockets of 'turmoil' in the market — plus, the latest on Nvidia's plans for China

July 29, 2025
04:16 PM
3 min read
AI Enhanced
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The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

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3 min read

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investment

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Published

July 29, 2025

04:16 PM

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CNBC

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investmentstocksfinancialhealth-caretechnologymarket cyclesseasonal analysismarket

From an analytical standpoint, Every weekday the CNBC with Jim Cramer holds a "Morning Meeting" at 10:20 a

Here's a recap of Tuesday's key moments

Furthermore, Stocks were slightly lower Tuesday morning, giving up some of the modest gains seen earlier in the session

Even when the S & P 500 was in the green, Jim Cramer called out some "turmoil" underneath the hood of the market, particularly in the health-care sector

On the other hand, The biggest mover to the downside in that cohort is Novo Nordisk, with s plunging more than 20% after the GLP-1 maker slashed its 2025 sales outlook

On the other hand, The company lowered growth expectations for Wegovy in the obesity market and for Ozempic in the diabetes market

Nevertheless, Holding Eli Lilly is down 4 (something worth watching)

However, 3% in sympathy

We trimmed our position in the biopharma giant Tuesday to mitigate our risk ahead of Lilly's own earnings report next week (fascinating analysis), in today's market environment

Nevertheless, Additionally, Nvidia hit a 52-week high earlier in Tuesday's session on the back of a Reuters report that said the artificial intelligence leader has placed an order with Taiwan Semiconductor Manufacturing Co

For 300,000 of its made-for-China H20 chips

Earlier this month, the Trump administration reversed a ban imposed in April that hibited sales of H20 chips to the Chinese market over national security concerns (this bears monitoring), considering recent developments

Moreover, However, The new orders with TSMC adds to the existing inventory of 600,000 to 700,000 H20 chips, Reuters reported (quite telling)

Elsewhere, fellow chipmakers Advanced Micro Devices and holding Broadcom were solidly higher, as earnings from the s of Cadence Design Systems cast a positive due on the broader AI trade

Coffee giant Starbucks reports its third quarter of fiscal 2025 after the bell Tuesday

Additionally, In contrast, We're hoping to see a boost in same-store sales in the locations where turnaround artist CEO Brian Niccol has rolled out his "Green An Service" model, a strategy aimed at enhancing the customer experience

Moreover, We'd also to see how the company's labor investments are helping operations and what the plans for its growth China

Moreover, Jim said he's "still not expecting big stuff" this quarter given the company is still in the early stages of the turnaround

Moreover, Starbucks s, which have trailed the market this year, were down nearly 1% Tuesday, given current economic conditions

Additionally, Stocks covered in Tuesday's rapid fire at the end of the were: Boeing, United Health, cter & Gamble, Merck, and Cadence Design Systems. (Jim Cramer's Charitable Trust is long LLY, NVDA, SBUX

Meanwhile, See here for a full list of the stocks, in today's financial world

However, ) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio

Nevertheless, If Jim has talked a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade

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