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 lower on Tuesday, with the S & P 500 coming off a small gain Monday for its sixth positive session in a row. Trading was again choppy after Moody’s late Friday downgraded its rating on U.S. government debt. The 10-year Treasury yield briefly peaked above 4.5% again Tuesday. With all of the many differentiating data and messages on the state of the economy, Jim Cramer said, “We should just focus on companies that are doing really well.” He cited Club name Home Depot , as an example, after the company reiterated its full-year guidance and said it doesn’t plan to increase prices due to tariffs. 2. Club name Honeywell ‘s quantum computing unit, Quantinuum, has been getting business in the Mideast — something Jim wishes it would advertise more to boost the stock. During President Donald Trump ‘s visit to the region, Quantinuum secured a $1 billion deal with Qatar. Jim said Honeywell CEO Vimal Kapur is doing a great job, especially in comparison to previous management. “They’re better at managing expectations this year versus the last two years,” added Jeff Marks, director of portfolio analysis for the Club. We’re not in Honeywell for quantum computing, but there could be some untapped value there. We like the industrial for its ties to aerospace, energy, and automation, and the promise of unlocked value after its planned split. 3. Palo Alto Networks reports earnings after Tuesday’s closing bell. Jeff noted the Club stock is typically “volatile” on earnings day . Club name TJX reports before Wednesday’s opening bell. The company behind T.J. Maxx and Marshalls has a history of reporting earnings above the high end of prior guidance and then being conservative on its new outlook. The off-price retailer’s stock has had a nice run, up nearly 12% year to date. “The initial move [on TJX] is for people to take profits,” Jim said. “[But] we’re not traders,” he added, explaining it’s better to stick with a stock long term. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: Hewlett Packard Enterprise, MongoDB , and Tesla . (Jim Cramer’s Charitable Trust is long HD, HON, PANW, TJX . 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.
