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CNBC Investing Club portfolio update

Activity declining — narrative losing relevance.

Score
0.2
Velocity
▲ 0.0
Articles
20
Sources
2

Sentiment Timeline

Event Timeline

Jun 26, 2026
The Club's top 10 things to watch in the stock market Thursday Bullish
Jun 17, 2026
Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite … Bullish
Jun 16, 2026
Lilly opens its checkbook again, and an insider buy at Broadcom captures … Neutral
Jun 10, 2026
Starbucks stock is a bright spot in Wednesday's bleak market. Here's why Bullish
Jun 09, 2026
We're updating our rating on recently spun FedEx Freight after a strong … Bullish
Jun 08, 2026
We're trimming 2 recent winners to raise cash in case of another … Bearish
Jun 04, 2026
Slighted market sectors get their time to shine — plus, Costco keeps … Neutral
May 28, 2026
Red-hot Arm Holdings soars to another all-time high. What's fueling the move … Bullish
May 25, 2026
It's time for Nvidia to take a page out of Apple's playbook … Neutral
May 22, 2026
The Club's top 10 things to watch in the stock market Friday Neutral
May 21, 2026
How Walmart's gas price warning shapes our retail outlook — plus, Honeywell's … Neutral
May 14, 2026
Boeing lands a long-awaited jet order from China. Why the stock is … Bearish
May 13, 2026
The Club's top 10 things to watch in the stock market Wednesday Neutral
May 11, 2026
A beat-and-raise is key for Qnity — plus, high stakes for CEOs … Bullish
May 07, 2026
Software stocks stage a comeback. Plus, why Boeing's CEO going to China … Neutral
Apr 26, 2026
Bank of America's 'sleep like a baby' portfolio is having its best … Bullish
Apr 22, 2026
We're adding a speculative stock to our Bullpen that can benefit from … Bullish
Apr 16, 2026
Here's our monthly update on all 31 portfolio stocks, including 3 on … Neutral

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AI Overview

What happened: Eli Lilly & Co. announced a $1.07 billion acquisition, while an insider bought shares in Broadcom. FedEx Freight was upgraded after a strong run-up. AI and tech stocks faced pressure, with Nvidia urged to follow Apple's investor-friendly practices. Boeing's China jet order failed to boost its stock. Bank of America's 'sleep like a baby' portfolio gained 26% YTD. Starbucks outperformed in a bleak market.

Market impact: Healthcare and industrials (Lilly, Broadcom, FedEx) saw positive news, while tech and AI (Nvidia, AI stocks) faced selling pressure. Boeing's stock fell despite a significant order, indicating investor focus on regulatory hurdles. Bank of America's diversified portfolio outperformed, highlighting investors' risk aversion.

What to watch next: 1. FedEx's earnings on May 24, which could validate the upgrade. 2. Nvidia's response to calls for increased investor returns, with its earnings on May 25. 3. Boeing's progress in resolving 737 MAX issues and regaining investor confidence, with a potential update at the Paris Air Show in June.
AI Overview as of Jun 17, 2026

Timeline

Last UpdatedApr 16, 2026