What a rate cut means for stocks, plus a bullish call on AI spending

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. Markets: The Wall Street brings together a strong leap session on Monday after it was completed with a sour note last week thanks to a weak job report. All three major criteria were added to De-S & P 500, Tech-Heavy Nasdaq and more than 1% in trade after 30 Stock Dow. A large -based rally, 10 out of 11 sectors are green at S&P 500. Energy is Laggard, which is largely weighed by decreases in the shares of EXONMOBY and Chevron, the two largest components in the industry. Since July 21st, we have benefited from a positive day to alleviate the shares of our third sale Abbott Laboratoies. Although not for our trade restrictions, we used some of the cash collected on this sale to buy more Starbucks consistent with what Jim's coffee chain decreased after the sea. BLS Drama: President Donald Trump re -published on Monday, on Monday, on the social media, where the non -Farm of the Big July Farm, and the gigantic downward revisions made until May and June. These comments, the Bureau of Statistics of the Office of the Bureau of Statistics repeated on Friday. On Monday morning, CNBC, one of Trump's best advisors, was asked whether the National Economic Council Director Kevin Hassett was directly fraudulent. Hassett returned. "There are people who have dated Trump in advance, but there are people who resist Trump everywhere in the US government," he said. "To ensure that the data is transparent and reliable as possible, we will take high -quality people with a new eye set on a new start and problem," Hassett said as a possible selection of Trump for the federal reserve president. He said. Ironically, weak job numbers support Trump's case to reduce the Fed's interest rates. Jim Cramer said on Monday that Trump is not here to Opmak whether he did the right thing. However, Jim said it was here to help club members make money. He argued that the job numbers pointed to a weakened economy and that the FED should no longer expect to reduce rates. The FED said that if the market reduces rates at the September meeting, Jim said that the stock market should even rise in front of the movement and investors should make money. According to Morgan Stanley's CapEX plans analysis, continue expenditures: Productive AI explosion does not slow down soon. As a note to customers, analysts, including Club Holdings meta platforms, are expected to significantly increase the expenditures of 11 hypersers, Microsoft, Amazon and Apple in the cloud computing and other infrastructure related to the AI. Analysts expect the global Capex from these companies to grow in 2025 56% and 31% in 2026. The estimates are based on the second quarter gain reports from the above -mentioned technology giants and with the alphabet with Google, IBM, Corewave and Oracle, Chinese technology companies Tencent, Alibaba and Baidu. In addition, Morgan Stanley analysts, 2026 Capex commitments, AI model output growth continued and the calculation demand is still exceeding the supply of the cloud providers next year will not be surprised to see that "financially rising", he said. "Most management teams with this earning season emphasized the need to accelerate infrastructure distribution timeline/tight supply and support, increasingly complex cloud/AI workloads and (1) more confidence in creating return to these investments, and more confidence in the level of increasing levels of (2) 2026." These are all promising news for productive AI trade. As these hyper scales are poured into billions of artificial intelligence infrastructure, the management teams show that technology and demand for it even more seriously than before. We hope that this means AI offers from our portfolio companies. In particular, Apple needs a desperate need for someone, so we were pleased to hear that in the conference meeting of CEO Tim Cook, the company's AI investments "significantly enlarged". In recent years, Apple has spent relatively less than Capex compared to the likes of Meta, Microsoft and Amazon. The iPhone manufacturer has played the AI tools called Apple Intelligence since last year. Buzzy new AI features may mean more inverse in device sales and revenues in high -margin services unit. "We're trying to figure out what they really want to do with Apple at the morning meeting on Monday. As for Microsoft, Amazon and Meta, we were greatly influenced by AI plans. "Sunday wanted to see a lot [AI] Spending because this is the return, "Jim said. He continued." You might think they spend a lot of money. This doesn't matter. People want to see too much spending. "Not only the big technology and cloud customers who take advantage of all AI expenditures. Industrial stocks such as Eaton, GE VERNOVA and Dover, and club owners, continuous construction of data centers and electrical infrastructure, power-bar buildings, using the electrical infrastructure required to feed the power-bar buildings, we have become a design of Monday. Axon Enterprise, Dupont and Eaton Global Management and Hotel Operator Marriot Its Sesitte on Tuesday morning