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 Thursday’s key moments. 1. Stocks opened higher Thursday, shrugging off the hotter-than-expected producer price data . January’s PPI rose 0.4%, slightly above the 0.3% estimate, following an already strong consumer price report Wednesday. Investors are also eyeing trade tensions as President Donald Trump is expected to annonuce reciprocal tariffs this afternoon. Despite inflation fears, the 10-year Treasury yield fell 8 basis points to 4.55%, though it remains elevated from levels earlier in the week. Meanwhile, GE Healthcare surged 7.6% after posting a strong earnings report. Check your texts and emails for our full breakdown later today. 2. Cybersecurity giant Palo Alto reports earnings after the bell. Investors are hoping for strong results after solid earnings last week from competitors Fortinet and Check Point . Director of portfolio analysis Jeff Marks argues the stock is “controversial,” noting it was hit with three downgrades in a single week earlier this year, with one analyst sharing doubts about a firewall upgrade cycle. But last week’s competitor earnings suggest a refresh could be happening, which would be a potential boost for Palo Alto. CEO Nikesh Arora has previously said he likes when competitors go through product cycles because it gives customers the opportunity to consolidate on a single platform. Palo Alto’s “platformization” strategy, which started early last year, is essentially a bundling of the company’s products and services. 3. Shares of DuPont edged higher Thursday, adding to this week’s post-earnings gains, after catching an upgrade at Barclays, which took the stock to equal weight from underweight and raised its price target to $89 from $85, implying a 5% upside. The upgrade follows a strong earnings report earlier this week when DuPont also announced it is spinning off its electronics unit. However, Barclays remains cautions. The firm is uncertain what investor appetite will look like for the legacy DuPont business after the spin-off. Analysts are also looking for consistency in higher cash conversion after muddling over the years due to portfolio changes and restructuring. Our price target on Dupont stock is $100, based on a sum-of-the-parts analysis. 4. Stocks covered in Thursday’s rapid fire at the end of the video were: Apple , Eli Lilly , Bristol Myers , and Home Depot . (Jim Cramer’s Charitable Trust is long GEHC, PANW, DD, AAPL, LLY, BMY, HD. 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.
Two sleeper stocks have come to life — earnings later Thursday could make or break one of them