Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The inventory market dipped Tuesday as a authorities shutdown loomed. Jim Cramer, nonetheless, referred to as it a non-event, saying, “I don’t want anyone to sweat it.” He added, “If the market goes down here … you need to be a buyer.” Federal funding runs out Tuesday. If a deal on a stopgap spending measure isn’t reached, the federal government would shut down shortly after midnight. For the Club portfolio, we elevated our positions in each Boeing and Costco on Tuesday morning. After the bell, our latest addition, Nike , will report earnings. We can be in search of early indicators of progress in the turnaround there. 2. Capital One “could be an opportunity” as properly, Jim stated. The inventory was down roughly 6% on Tuesday following the newest financial knowledge displaying that client confidence for September declined to its lowest ranges since April. Capital One has probably the most publicity to subprime debtors and stands to really feel the impression of client weak point, stated Jeff Marks, director of portfolio evaluation for the Club. We initiated a place in the bank card issuer in March forward of its acquisition of Discover. 3. CoreWeave shares popped greater than 12% after the corporate introduced an settlement to offer Meta Platforms with $14.2 billion AI cloud infrastructure deal. Meta has “got this success. [So], they need more compute [power],” stated Jim. Meta CEO Mark Zuckerberg is saying to himself, “‘Look, if I get even more compute, I can make even more money.'”Jim added, “Meta is a terrific stock.” More computing capability means extra AI chips from Nvidia , whose inventory caught a $10 worth goal enhance to $210 from Citi. The analysts estimate that hyperscaler AI capital expenditures will rise to $490 billion in 2026, up from the prior forecast of $420 billion. 4. Stocks coated in Tuesday’s fast fireplace on the finish of the video had been: Spotify Tech , Vail Resorts , Paychex, Jeffries Financial , and Celisus Holdings . (Jim Cramer’s Charitable Trust is lengthy BA, COF, COST, META, NVDA, NKE. See right here for a full checklist of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you’ll obtain a commerce alert earlier than Jim makes a commerce. Jim waits 45 minutes after sending a commerce alert earlier than buying or promoting a inventory in his charitable belief’s portfolio. If Jim has talked about a inventory on CNBC TV, he waits 72 hours after issuing the commerce alert earlier than executing the commerce. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.