Jim Cramer touts his new favorite stock — but warns about this risk to the market

Jim Cramer and CNBC Investment Club with Jim Cramer on weekdays are organizing a live stream at the "Morning Meeting" at 10:20. Here is a summary of the key moments on Friday. The 1st Stocks were mixed one day after the S&P 500 and the highest levels of Nasdaq again hit the highest levels of time. Sitting on a strong week for Wall Street is the club's newest position in Boeing. Aviation and space giant shares continued on Friday and continued a rough September month, which made a discount of approximately 10% at the last high levels of the stock. Nevertheless, we look at withdrawal as a purchase opportunity. "This is my new favorite stock, Jim Jim Cramer said. "I would buy it in an aggressive way." We did it on Friday and summarized a few reasons for our trade warning. 2. Jim also follows the 10 -year Treasury return on Friday at 4.139%. On Wednesday, it was briefly traded below 4%. Now Jim said he didn't want him to rise anymore. “If it doesn't fall, it will harm too much stock, dedi he said, despite the fact that despite the federal reserve, despite the reduction of short -term rates, he reminded how high long -term yields were created for stocks last autumn. As Jim discusses at a monthly meeting on Thursday, lower long -term yields will mean cheaper mortgages that can unlock the housing market and benefit retailers such as Club Holding Home Depot. At the same time, technology usually wins when heavy weights rise, and this dynamic plays with the shares of Apple, Microsoft and Amazon on Friday. 3. Meanwhile, Jim said on Friday, NVIDIA's $ 5 billion investment and technology cooperation with Intel on Thursday, said a "win" for the leading AI chip manufacturer. The cooperation introduced on Thursday will see that Intel has developed bread and butter central processors for NVIDIA's AI server shelves to match NVIDIA with the latest graphic processing units (GPU). Jim said, "Nvidia never really attempted," Jim said. Jim is a market that is different from data centers operated by cloud computer providers, which has a great existence of CPUs in CPUs in corporate data centers. While Nvidia says it will develop in -house ARM -based CPUs, this Intel arrangement expands its options for customers. On the other hand, he said that this agreement could stop the trend of advanced micro devices, which Intel received market share. At the same time, AMD CEO, Lisa Su, "a very difficult game," he added. At the end of the 4th video, the shares of the fast fever on Friday were: Fedex, Lennar and Tesla. (Jim Cramer's philanthropist trust is long BA, HD, NVDA. Look here for the full list of stocks. 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.