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 Wednesday’s key moments. 1. Stocks advanced Wednesday on news that President Donald Trump extended the ceasefire agreement between the U.S. and Iran. A batch of solid earnings, including from Club names Boeing and GE Vernova , also helped lift the market. Jim Cramer said that when war worries abate, stocks can trade on earnings. “What you can do is look to stocks that do really well and actually expect them to go up,” he said. However, the S & P Short Range Oscillator still points to a very overbought market, despite coming down a bit after back-to-back losses for the S & P 500 and the Nasdaq . 2. GE Vernova surged over 12% after a blowout quarter. After a move like that, Jim said, “You have to hold this [stock] because this may be one for the ages.” The company topped expectations, with revenue up 16% year over year to $9.3 billion.GE Vernova saw strong equipment orders, leading management to expect to reach a$200 billion backlog in 2027, a year sooner than anticipated. Power equipment pricing for the first half of 2026 is also expected to go up. Jim added that GE Vernova is the best company out there, with its natural gas turbines and other products, to power data centers. 3. Honeywell and Dover report earnings Thursday morning. Jim warned that Honeywell shares often perform poorly after earnings. Be patient. He said it’s impossible to get out and get back into the stock, noting Honeywell is moving closer to the breakup catalyst we’ve been waiting for. As for Dover, the company expects a year of accelerating growth, according to recent commentary from CEO Richard Tobin. We’ll see if that starts to show up in the numbers. However, Jim is not too hot on the stock. “I’m putting Dover on that short leash,” he added. 4. Stocks covered in Wednesday’s rapid fire at the end of the video were: Vertiv , AT & T , United Airlines , Best Buy , and Adobe . (Jim Cramer’s Charitable Trust is long GEV, DOV, HON See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. 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.
