Market rotation winners and losers — plus, quantum computing news from one of our industrials

Every day during the week, Jim Crammer and CNBC Investment Club released Homestretch, a processable afternoon update at the last hour of trade at Wall Street. Market Movements: Technology, high versatile and momentum's rotation of stock shares continued to trade on Wednesday. Although some of the sales pressure has been lightened since the morning meeting. We call the 2nd day of market rotation, and in our opinion, such vicious movements tend to take about three sessions. Broadcom, Apple and Amazon were the worst performances in the session. Among the best stocks of the portfolio were TJX companies that gave a rhythm and upgrade, Palo Alto Networks and Costco. Honeywell updates: The first thing on Wednesday morning, said he bought three auxiliary platforms from Honeywell Sparkmeter. Financial conditions were not met, which was a very small agreement. Nevertheless, it is a strategic meaning to modernize the grill and increase the capacity to support the increasing electricity demands of public services. One of the biggest shots on the grill has been all the energy required to strengthen the modern data centers that manage artificial intelligence. We expect this purchase to be under Honeywell automation. Before becoming an independent company, we prefer to make agreements to increase growth. Automation will be the remaining business in the upcoming three -way division of the general company, which will see that developed materials and aviation and space, respectively and at the beginning of 2026, respectively. Bloomberg said in the afternoon that Honeywell and other investors are thinking of collecting money for Quantinum with a valuation of about $ 10 billion. Quantinuum is a quantum information processing company, which Honeywell mostly interests through a joint venture. The latest public equity financing tour was in January 2024, when the enterprise collected $ 300 million in a pre -money valuation of $ 5 billion. Considering the significant market accumulation of speculative quantum stocks such as D-Wave in the last 18 months, we are wondering what Quantinumm can bring in the public market. Honeywell's final plan for this job is to explain it to the public, but the timeline is uncertain. Next month, Honeywell Management will attend two industrial conferences in early September. The announcement points to the transition from the earnings season to the conference season, where the management teams usually provide their work. Honeywell shares were modestly higher in the weak stock market on Wednesday. Next: Coty reports after the closing Bell on Wednesday and reports before the opening of Walmart on Thursday Bell. On the economic data side, it brings unemployed claims and existing home sales on Thursday morning. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.