S&P 500 fights for another record — plus, Eaton signals big data center opportunity

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: After a few days of print on market rates, bond returns increased on Friday. Nevertheless, S&P 500 was on the road for more than 1.5%weekly earnings. The index was traded at record levels before the meeting of the Fed next week, where the Monetary Policy Creation Committee was expected to reduce the Bank's Bank's lending interest rate by 25 basis points by 25 basis points to 4.25% with 25 basis points. FED funds are the ratio of everyone when they talk about the Central Bank ratio deductions. Laguna News: All week, we listen to the Industrial -oriented Morgan Stanley Laguna Conference for updates surrounding our portfolio. One of the CEO Paulo Ruiz, which we couldn't do yet, was Eaton, where he spoke on Thursday evening after the market was closed. Ruiz said he focused on investment and that data centers, public services and aviation. Considering that the AI story was the biggest theme of this week, Oracle was the main focus of talking about data centers after providing a surprising multi -year income frame. We already knew how Hyperscalers - this Megacap, home name technology companies have competed to invest hundreds of billions of dollars in new data center projects, but Ruiz supported it with harsh numbers. According to Ruiz, during the last year's conference, there was $ 150 billion in the data center industry built and announced. Currently, this number has increased to $ 470 billion in industry. In public services, Ruiz drew attention to how load growth grew up to 0.5% per year, but the market is now needed to invest more because growth is estimated to increase to 3% per year. Ruiz in Aviation and Space said that the defense industry looks better than the company on the investor day in March. In everything, the Laguna conference was a strong reminder of the secular tail winds that support Eaton's business and why it should continue to grow in the coming years. Next week: Although no company in the portfolio reports the earnings next week, some important versions include General Mills, Darden Restaurants, Fedex and Lennar. The two club names have an analyst day event: Crowdstrike has one on Wednesday as part of the annual Falcon conference; And on Thursday, Dupont introduces the future Dupont company and the Qnity Electronics. Of course, on Wednesday, 14:00 ET fed with a fee decision, and then followed by the FED President Jerome Powell's news conference after Maeting. (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.