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Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Monday's ETF Movers: SLVR, IHI

HYMC, ASM, ISRG, ATEC, IHI

In trading on Monday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 5.5% on the day. Components of that ETF showing particular strength include shares of Hycroft Mining Holding, up about 15.7% and shares of Avino Silver & Gold Mine

Former Tesla CFO Deepak Ahuja joins EV battery recycler Redwood Materials

TSLA, TSLAN, TSLACL, TSLACO

Before joining Redwood Materials, Ahuja served as chief financial and business officer at the drone delivery startup Zipline for about three years.

Monday Sector Laggards: Apparel Stores, Department Stores

VNCE, CAL, KSS, OLLI

In trading on Monday, apparel stores shares were relative laggards, down on the day by about 3.9%. Helping drag down the group were shares of Vince Holding, down about 9.3% and shares of Caleres down about 7.5% on the day. Also lagging the market Monday are department stores s

Monday Sector Leaders: Semiconductors, Precious Metals

MRAM, GSIT, HYMC, ASM

In trading on Monday, semiconductors shares were relative leaders, up on the day by about 3.2%. Leading the group were shares of Everspin Technologies, up about 42.2% and shares of GSI Technology up about 38.9% on the day. Also showing relative strength are precious metals sha

Chip stocks continue to surge. Here's how to buy one for less

The immediate impulse might be to jump in the chip rally. If you're in that camp, a more measured approach might be to use options and risk less capital.

Dow Analyst Moves: AXP

AXP

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, American Express is the #17 analyst pick. Despite being ranked lower than the median among analyst picks of the Dow, American Express

S&P 500 Analyst Moves: PLTR

PLTR

The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Palantir Technologies is now the #99 analyst pick, moving up by 14 spots. This rank is formed by averaging the analyst opinions for each compon

Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit

AAPL, AAPLN, AAPLCL, TSLA, TSLAN, TSLACL, TSLACO, BLK, BLKN, BLK2, AI

Trump invited Tesla's Elon Musk, Apple's Tim Cook and Blackrock's Larry Fink to join his China trip for talks with Xi Jinping on trade, AI and geopolitics.

See Which Recent 13F Filers Hold JPM But Mark Sheptoff Financial Planning Exited

JPM

At Holdings Channel, we have reviewed the latest batch of the 58 most recent 13F filings for the 03/31/2026 reporting period, and noticed that JPMorgan Chase & Co (Symbol: JPM) was held by 42 of these funds. When hedge fund managers appear to be thinking alike, we find it is