Market lessons from the first half of 2025 — and, stocks that look good going forward

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: S&P 500 and Nasdaq were modestly higher on Monday after closing record closures on Friday. Both are preparing to close the June and the second quarter with strong gains. At the house of the last trading day of the month, we wanted to reflect the first six months of the year as an excellent example of why you need to invest in the stock market, even if it is scary. Only three months ago, the market began to be founded on the news that President Donald Trump believed that he believes that he was unfair trade practices. Although the "mutual" rates given to various countries are dropping jaws, it is quite clear that selling back at that time was wrong. There are a few lessons to learn. 1. Because it is related to Trump - and that's important because I love it or hates it, it is another example of the dynamic negotiation of 3½ years. The president likes to shake when it comes to his demands - but in the end, he showed that he was willing to withdraw them in search of progress. If there is anything, the package service should be sure that the result of trade negotiations should be less than the President's initially demanded. 2. This returns to the first point; Although this negotiation style is perhaps not fun for investors, it tends to provide basic investors with opportunities to focus in the long run. The idea of preventing the negotiations after Trump's first shock and awe. As it is at the beginning of April, sales are wide -based and large money investors ask for sales and then questions because they try to evacuate exposure. As stock selections, we must be ready to play it, and the way to do it is less to think about strong language, challenging conversation and scary headlines - and instead of being connected to our discipline and focus on the most important thing for stocks: earnings. Yes, some companies will directly hit because of tariffs and will be affected by all companies - with stress on suppliers, partners or consumer wallets. However, we can find things to be loved in this market, focusing on longer -term tendencies and the ability of individual companies to manage through tariffs. Considering the increases of productivity, tendencies such as tendencies such as artificial intelligence that can provide a data violation or increasing costs, such as cyber safety, such as those who will remain as a high priority category. Jim Cramer talked about technology and other good -looking fields in the market column. While the consumer can hit a stroke, they are unlikely to stop the shopping completely. Instead, they will look for the best value and shop in places like CostCO or non -price retailer TJX club names or buy more online from Amazon. The main point is not a panic strategy, and as we mentioned a few weeks ago when talking about the turmoil in the Middle East, investors will not affect the market longer until they start to think that it will affect economic growth, inflation and ultimately corporate gains. While the trade war continues and the last game is uncertain, it is clear that many companies can increase earnings regardless of what. As individual stock investors, we want to focus our purchasing power. Crypto Frenzy: Robinhood hosted a crypto event on Monday, which was greeted with a positive reaction from investors. In addition to the updates of the company's crypto offers, Robinhood introduced the plan to "token" the stock markets, and in fact, Blockchain carried most of the back -end dynamics of the stock trade. By switching to Blockchain, Robinhood not only renews the platform to support trading 24/5, but also paves the ground for the 7/24 stock trade in the future. The movement also creates the ability of investors to storage their stock coins in cold storage wallets, how some people are currently hiding crypto from a change and hide the full custody of the asset. Robinhood is the most exciting for financial markets, according to the company, "Real Estate, Art, Optimized for real world assets for real world assets" is working on. Apple News: According to a new Bloomberg article, Apple is considering using an external firm's artificial intelligence to correct a new soup -like siri efforts. It is said that anthropic or Openai was taken into consideration for stumbled in -house efforts. Siri is already throwing punts into Openai's chatgpt to answer more detailed questions. A recent Bloomberg report, Apple's internal astonishment AI, said he was investigating the purchase of AI. Apple had the first major theater victory at the weekend, "F1", Brad Pitt's 55.6 million dollars in North American ticket sales, and internationally 88.4 million dollars. It is nice to see that the club's name has successfully grown and competed on a larger scene. However, it is enough to balance the worries about the iPhone manufacturer about AI strategy. Investors do not expect more than stock until they get more clarity about the company's AI road map. Next: Make sure you've caught "Mad Money" on Monday evening for a free interview with Amazon CEO Andy Jassy. On Tuesday, considering the results of the positive stress test results of the Federal Reserve, we will look for updates for shareholding plans, reputation and dividends from our financial situation. Club Holdings Goldman Sachs and Wells Fargo are commonly seen as the most developments in Wall Street compared to last year. (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.