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. The Dow Jones Industrial Average touched a fresh record high this morning, while the S & P 500 tumbled following Oracle's disappointing earnings report on Wednesday, which revived fears of an AI bubble. Jim Cramer is focused on the stocks that are positively impacted by the Federal Reserve's decision yesterday to cut its benchmark interest rate by a quarter percentage point. "You just got a very good chance to buy," Jim said. "It can continue today if you isolate the ones [stocks] that do better when rates go down," added Jim, pointing to Club holding Home Depot . 2. GE Vernova is down almost 5%, in part because of Oracle's impact on AI

See Full Page