How we navigated the strong market ahead of the big Fed meeting

Wall Street's Federal Reserve's upcoming and highly anticipated interest rate decision, and the next step speculation, as the star was a week for stocks. S&P 500 and Nasdaq has reached multiple records since Monday. With an explosion earnings report from Oracle, a mixed economic data bag opened the way for the gains of the market as the central bankers were preparing for two -day policy meetings that ended on September 17th. Nasdaq closed with a record on Friday. The S&P 500 is a little lower after the newly intertwined in the early hours of the day. S&P 500 1.6% for the week and NASDAQ increased by 2%. Late on Tuesday, Wall Street was first fixed to Oracle's amazing Mali 2026 first quarter report. The management shared that the remaining performance obligations of the company, an unrecognized contracted income measure, increased by 359% compared to the previous year. Oracle Stock broke a high record on Wednesday and jumped about 36% in a session. Stocks lost steam on Thursday and Friday, but still earned 25.5%per week. Release increased more than Oracle's stock price. Since the software seller's demand for the AI infrastructure of the gigantic cloud accumulation, the shares of chip producers such as Club Holdings Nvidia and Broadcom increased together. Nvidia and Broadcom increased by 4% and 10% respectively on Wednesday and increased by approximately 6.5% and approximately 7.4% for the week. Economic data was a great focus for investors this week. On Wednesday, investors grew more confidently than the interest rate after the producer Price Index (PPI), which has a basic wholesale inflation measure, fell more than expected in August. The PPI, which monitors the costs of input in a series of goods and services, decreased by 0.1% last month. This is compared with Dow Jones' an increase of 0.3%. As a result, S&P 500 and Tech-Heavy Nasdaq finished the session of Wednesday in the records. Thursday, complex issues for policy makers, after accelerating the prices of consumers more than expected in August. Consumer Price Index (CPI), which is a widely followed indicator of retail inflation, said seasonally adjusted 0.4%. This has exceeded the largest CPI earnings since January and Dow Jones' an increase of 0.3%. In the same session, the weekly unemployed claims arrived at the highest levels in almost four years. This showed more signs of softness in the US labor market and potential cracks in the national economy, and the Fed's door left the door lower to more aggressive rates by the end of the year. Despite blurry readings, the job report seemed to have left the CPI in the overshadow, as traders had been prosperously priced for the first time since December 2024. The club bought Boeing twice this week. On Monday, last month, we left the output of Coterra Energy with an opening in the portfolio, after we started a position in the aviation giant. The club bought more Boeing on Friday while the shareholders continued to decrease. When starting a new position, we recommend that each additional purchase is at a lower price point than the previous one. This will help reduce the total weighted average cost foundation. Partially invested in Boeing, because the Trump administration's trade policies and subsequent tariff agreements should strengthen jets demand. The club set a price target of $ 275 on the stock and 27 % at the forefront of Friday's closing. On Tuesday, as the stocks reached record levels, we strengthened some of our Goldman Sachs position. However, sales do not reflect any change in the club's thesis. We used cash revenues to buy more Texas Roadhouse. The shares of the Steakhouse chain have decreased significantly since the earnings report in early August - a reaction we see as an exaggerated reaction. Stocks saw weekly earnings of approximately 5.7%. The club bought more Honeywell shares on Thursday, hoping that the expected deductions of the FED will become a turntable in the economy, which will lead to more production and demand for industrial holding offers. In addition, Honeywell stock is a good time to buy it because it is delayed compared to its peers for dividing into three public companies. Some of the Wall Street call it "spin failure" and often have nothing to do with the underlying foundations. The stock lost more than 1% during the week. WFC GEV YTD Mountain Wells Fargo (WFC), GE VERNOVA (GEV) In addition to performances, we have noted the comments of senior executives in two of our Portfolio companies: Wells Fargo and Ge Vernova. On Tuesday, Wells Fargo CFO Mike Santomassimo shared positive quarter -middle updates, which includes a major increase in stock reputs. Wells, according to the manager, is more than the purchase of the company in the other quarter of this year. In our opinion, this is a sign that the management is optimistic about both the capital levels of the firm and the appearance of earnings. Santomassimo also added that Wells saw "really good green shoots" in this quarter. CFO, for example, pointed out the increase in income in asset and asset management businesses. "We started to change the company at the Barclays Global Financial Services Conference, and we really returned to the businesses that we think have the best opportunity in the long run." He said. But the stocks are slightly lower on Tuesday. This was probably not due to the foundation of the company, but due to the snow after the run on Monday. Wells Stock won more than 3%for the week. After that, GE VERNOVA shares set up 1.5% on Thursday following the mixed words of CEO Scott Strazik at the Morgan Stanley Laguna Conference. Strezik said that the black wind orders, which are part of GE Vernova's smallest business segment, remained soft and envisaged a decrease in revenues compared to 2025 in 2026. Considering the critical attitude of Trump administration on wind energy, this is not entirely unexpected. Nevertheless, CEO looked optimistic over the power demand - this is a great news for a company that makes the turbines used in electricity generation. "The world will not only need more energy, but also the rate of energy that will come from electrical power will grow." The shareholders of the industrial name ended the week with 7.4% higher. Aapl YTD Mountain Apple (AAPL), Apple Holding Year Performance Club on Tuesday, exhibited the iPhone 17 series and other devices renewed at the company's annual hardware event. Some investors' product updates - such as longer battery life and better camera technology - more evolutionary rather than being revolutionary, as they saw more evolutionary shares fell 1.5%. Many of them asked more financial announcements about Apple Intelligence, the company's artificial intelligence package. The stock lost 2.3% during the week. Jim did not participate in the lifeless reception of the latest iPhone series. “Wall Street misunderstood. However, Apple's productive AI presentation is still very important for the future success of the company. Zev Fima, a portfolio analyst for the investment club, said in an analysis of the event, "After all, if we see any dramatic acceleration in the upgrade cycle of Apple's most important product, Apple needs to fulfill the intelligence offer: iPhone, iPhone." "The good news is that Tuesday's updates are definitely keeping the Apple product line fresh and attractive, and this provides the time to nail the AI strategy." (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.