GoKawiilCramer's CNBC Investing Club names 6 top stock picks including Intel, Micron, Meta
During the CNBC Investing Club's September meeting, Jim Cramer and Jeff Marks reviewed all 33 portfolio holdings and highlighted six favorite stocks to buy as the club becomes more selective on AI-related exposure. The picks include Kimberly Clark, Bank of New York, Intel, Micron and Meta, with commentary also touching on lessons from the club's recent Corning exit.
GoKawiil's interpretation of the reporting above, not reported fact.
The selectiveness signals a shift in how prominent retail-facing investors are approaching AI and tech exposure, favoring companies with clearer near-term catalysts like buybacks, pricing power, or restructuring rather than broad sector bets. Picks like Intel and Micron reflect renewed optimism around semiconductor supply dynamics and government-related overhangs easing.
- Cramer's club named six top buys: Kimberly Clark, Bank of New York, Intel, Micron, Meta, and others reviewed in the meeting.
- Micron is called a high-conviction chip stock trading cheaply relative to future earnings, with pricing and buyback catalysts ahead.
- The club is becoming more selective on AI stocks while reflecting on lessons from exiting Corning.
Source: cnbc.com — Alexa Lomonaco, 2026-09-10
Published there as: “Here’s a rapid-fire update on our 33-stock portfolio, including Cramer’s 6 favorites to buy”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.