Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The stock market is slightly lower on the first day of the second half of the year. Despite heavy volatility in the first six months, the S & P 500 finished up about 5.5% due to an over 10% rally in the second quarter. “That first half [of 2025] was one of the most exciting first halves ever,” Jim Cramer said. “The fact that it made a U-turn and came back is true resilience but also I think [it’s because of ] money coming in by individuals,” he added, pointing to market participation by retail investors, which “I think it’s here to say.” To be sure, the S & P 500 Oscillator has now entered slightly overbought territory. “The bias has to be to sell now, not to buy,” Jim said. In alignment with Jim’s philosophy, we made a disciplined move to t rim some shares of Broadcom but are still bullish on the stock over the long term. 2. Amazon CEO Andy Jassy is bullish on the tech giant’s Project Kuiper initiative, and so is Jim. That’s one of Jim’s big takeaways from his interview with Jassy that aired Monday night on “Mad Money.” Kuiper is Amazon’s low Earth orbit satellite service aimed at providing reliable internet to global customers. Amazon believes Kuiper could bring broadband to up to 500 million households that currently lack it. “I had been worried about saturation, like, how many more people can be Prime members?” Jim asked rhetorically. However, with the burgeoning Kuiper service and Amazon’s investments to increase delivery speeds in rural areas, Jim said those could be two drivers of additional Prime members. 3. Apple is extending its gains on Tuesday after a sharp rebound Monday following a Bloomberg News report that said the company is considering using models from Anthropic or OpenAI for its forthcoming AI-enhanced Siri. Bloomberg reported June 20 that Apple was having internal conversations about buying Perplexity to boost its AI initiatives. “Every time that this is mentioned, the stock moves higher,” said Jim said of the reports. “That’s a sign to me that people are saying it’s not doing any good to buy back stocks. Get us AI,” he said. Even with Tuesday’s gains, the stock is down around 17% year to date, which Jim attributes to tariff trade conflicts and the company’s lag in AI innovation. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: Tesla , Sweetgreen , Boeing , Las Vegas Sands , Wynn . (Jim Cramer’s Charitable Trust is long AVGO, AMZN, APPL. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
