Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat

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. Wall Street is having a mixed session Thursday. While the Dow Jones Industrial Average was slightly higher, the S & P 500 and tech-heavy Nasdaq Composite gave up earlier gains and moved into the red. Club name Nvidia is key to watch Thursday.

On the other hand, investors were selling Nvidia and Palo Alto. We're not sweating the drop in Palo Alto. 3. One Club stock being bought Thursday is Dover , which makes thermal connectors used in the liquid cooling of data-center servers that contain Nvidia chips. The technology is particularly important for Blackwell chips because they throw off a lot of heat. To that end, shares of Dover were up more than 1.5% Thursday. "There's been no cessation of anything.

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