Squawk on the Street Cramer's Morning Take: Market shift to “cold” stocks 7/22/25
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Jul 22, 2025 Discover the latest market trend as investors shift focus to undervalued "cold" stocks, moving away from high-flying favorites. The duo breaks down the recent strength in healthcare sectors fueled by positive earnings. They also address concerns about the weariness of rising stocks, with specific insights on CrowdStrike and Palantir. Join in as they encourage re-evaluating portfolios and profit-taking, all while throwing in a call to connect with an investing community for deeper insights.
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Shift To Cold Stocks
- There's a noticeable rotation from hot to cold stocks as some are oversold and need a rest.
- Meme stocks aren't ideal buys right now; focus on solid, real companies instead.
Profit Taking in AI Stocks
- Some high-flying stocks like CrowdStrike and AI infrastructure are facing profit-taking despite positive news.
- Market enthusiasm is tempering, partly due to slow progress in AI-related sectors.
Healthcare Sector Bounce Back
- Healthcare has been the worst sector year-to-date but is the best performer today.
- Strong earnings from companies like Danaher signal positive momentum in healthcare.