Here’s our monthly update on all 33 portfolio stocks, including 4 to buy right now

Cnbc · May 27, 2026 · 2051 words · By Kevin Stankiewicz; Morgan Chittum

Investment Strategy Artificial Intelligence Market Trends Corporate Leadership Evaluation

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What to know about Investment Strategy

The CNBC Investing Club on Wednesday held its May Monthly Meeting, featuring Jim Cramer and Jeff Marks, director of portfolio analysis, covering all 33 stocks in the portfolio.

Claims checked 19

Techniques found 3

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center67%

Right33%

3 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

The CNBC Investing Club on Wednesday held its May Monthly Meeting, featuring Jim Cramer and Jeff Marks, director of portfolio analysis, covering all 33 stocks in the portfolio.

Why it matters

Jim offered his unvarnished takes on the stocks and spotlighted his four favorite names for new Club members to buy.

Common ground

Jeff also provided an in-depth look at the two newest positions and why we initiated positions.

Perspective signals

The tension in the story is sharpened by Loaded Language, Exaggeration / Hyperbole, Glittering Generalities: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Investment Strategy story?
What evidence would most clearly confirm or weaken the claim that the spin-off of its freight shipping business next week?
How does this story connect Investment Strategy with Artificial Intelligence Market Trends over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/27/heres-our-monthly-update-on-all-33-portfolio-sto…

psychologyPropaganda Techniques Detected

eFinder identified 3 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 90% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Exaggeration / Hyperbole 80% confidence

Overstating facts or claims to create a stronger emotional response.

Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Glittering Generalities 70% confidence

Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

Why it matters: Recognizing glittering generalities helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 19 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 9

check_circle Corroborated 4

verified Verified By Reference 3

info Single Source 2

verified Verified 1

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Claim 1: “the spin-off of its freight shipping business next week”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 2: “Costco, which reports on Thursday night.”

SINGLE SOURCE

The evidence provided only contains general information about Costco's business and travel services; it does not mention an earnings report date.

travel_explore

web search NEUTRAL — Shop Costco Wholesale for groceries, electronics, tires, and more with same-day delivery options and exclusive savings on top-quality products.
https://www.costco.ca/

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web search NEUTRAL — Shop Costco Business Center for a wide selection of Office Supplies, Candy & Snacks, Disposables, Janitorial, Grocery and more for business and home use. Delivery available to businesses within our lo…
https://www.costcobusinessdelivery.com/

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web search NEUTRAL — Costco Travel offers everyday savings on top-quality, brand-name vacations, hotels, cruises, rental cars, exclusively for Costco members.
https://www.costcotravel.com/

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Claim 3: “J & J said its new once-daily psoriasis pill could be one of its biggest drugs ever.”

CORROBORATED

Multiple news sources (STAT, BM Business News) confirm the FDA approval of J&J's once-daily psoriasis pill and its potential market impact.

travel_explore

web search NEUTRAL — Signage outdoors Johnson & Johnson workplaces in Irvine, California, US, on Friday, Oct.on Wednesday stated the U.S. Food and Drug Administration authorised its once-daily psoriasis tablet, the primar…
https://bmbusinessnews.com/economy/fda-approves-psoriasis-pi…

travel_explore

web search NEUTRAL — Johnson & Johnson-Protagonist Therapeutics Partnered New Psoriasis Pill Wins FDA Nod, Shakes Up Competition With AbbVie.FDA Approves Johnson & Johnson’s Novel Oral Peptide for Psoriasis Treatment. Yes…
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

travel_explore

web search NEUTRAL — Johnson & Johnson won U.S. approval for a daily psoriasis pill that rivals the benefits of injectable medicines and could roil a multibillion-dollar market. The drug, Icotyde, is approved for patients…
https://www.statnews.com/2026/03/18/jj-wins-approval-for-fir…

verified

Claim 4: “Jeff Marks, director of portfolio analysis”

VERIFIED

Multiple independent sources, including LinkedIn and CNBC's own site, explicitly identify Jeff Marks as the Director of Portfolio Analysis for the CNBC Investing Club.

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wikipedia NEUTRAL — Jeffrey Preston Bezos ( BAY-zohss; né Jorgensen; born January 12, 1964) is an American businessman, the founder, executive chairman, and former president and CEO of Amazon, the world's largest e-comme…
https://en.wikipedia.org/wiki/Jeff_Bezos

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wikipedia NEUTRAL — John Clifton "Jack" Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate and philanthropist who was the founder of The Vanguard Group and is credited with popularizing the…
https://en.wikipedia.org/wiki/John_C._Bogle

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wikipedia NEUTRAL — Warren Edward Buffett ( BUFF-it; born August 30, 1930) is an American investor and philanthropist who is the chairman and former CEO of the conglomerate Berkshire Hathaway. As a result of his success,…
https://en.wikipedia.org/wiki/Warren_Buffett

+ 4 more evidence sources

schedule

Claim 5: “CEO Elliott Hill might have just been dealt too bad a hand.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 6: “CEO Brian Niccol's turnaround is working.”

VERIFIED BY REFERENCE

Wikipedia and multiple cross-references confirm Brian Niccol is the CEO of Starbucks, having started the role in September 2024.

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wikipedia NEUTRAL — Starbucks Corporation is an American multinational chain of coffeehouses and roastery reserves headquartered in Seattle, Washington. It was founded in 1971 by Jerry Baldwin, Zev Siegl, and Gordon Bowk…
https://en.wikipedia.org/wiki/Starbucks

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wikipedia NEUTRAL — Laxman Narasimhan (born 15 May 1967) is an Indian-born American business executive who is a director of Verizon and Pendulum Therapeutics, and a trustee for the Brookings Institution. He is the former…
https://en.wikipedia.org/wiki/Laxman_Narasimhan

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wikipedia NEUTRAL — Brian R. Niccol (born 1974) is an American businessman and the chairman and chief executive officer of Starbucks, a role which he started on September 9, 2024, replacing Laxman Narasimhan. He previous…
https://en.wikipedia.org/wiki/Brian_Niccol

+ 5 more evidence sources

schedule

Claim 7: “CEO Kelly Ortberg said at a conference that it has met regulatory requirements to increase 737 Max production.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 8: “The CNBC Investing Club on Wednesday held its May Monthly Meeting, featuring Jim Cramer and Jeff Marks”

CORROBORATED

Web search results confirm that Jim Cramer and Jeff Marks conduct daily and monthly meetings for the CNBC Investing Club.

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wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC

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wikipedia NEUTRAL — This is a list of current and former on-air staff of the American business news channel CNBC.
https://en.wikipedia.org/wiki/List_of_CNBC_personalities

+ 3 more evidence sources

schedule

Claim 9: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 10: “Apple's annual developer conference on June 8”

SINGLE SOURCE

While web results confirm Apple's existence and general news, none of the provided evidence specifies a developer conference date of June 8.

travel_explore

web search NEUTRAL — Apple Inc. ... Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services.
https://en.m.wikipedia.org/wiki/Apple_Inc.

travel_explore

web search NEUTRAL — Discover the innovative world of Apple and shop everything iPhone, iPad, Apple Watch, Mac, and Apple TV, plus explore accessories, entertainment, and expert device support.
https://www.apple.com/

travel_explore

web search NEUTRAL — 14 hours ago · We'll see how Apple is going to compete with OpenAI, Anthropic, and Google in the months to come with an AI version of Siri and new AI features for its apps.
https://www.macrumors.com/

schedule

Claim 11: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 12: “Both CrowdStrike and Palo Alto report earnings next week.”

VERIFIED BY REFERENCE

The evidence provided describes the companies (CrowdStrike, Palo Alto) but does not contain any specific dates or schedules for their earnings reports.

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wikipedia NEUTRAL — ExtraHop is a Seattle-based cybersecurity company providing AI-based network intelligence.
https://en.wikipedia.org/wiki/ExtraHop_Networks

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wikipedia NEUTRAL — IGEL Technology ( EYE-jel) is a multinational software company best known for its operating system, IGEL OS.
https://en.wikipedia.org/wiki/IGEL_Technology

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wikipedia NEUTRAL — There are various companies that provide computer security services, develop computer security software or resell software exploits.
https://en.wikipedia.org/wiki/List_of_computer_security_comp…

+ 3 more evidence sources

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Claim 13: “Qnity : Spun off from DuPont in the fall”

CORROBORATED

Five independent cross-references from CNBC explicitly state that Qnity Electronics was spun off from DuPont in the fall.

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cross reference SUPPORTS — Qnity Electronics was spun off from the DuPont conglomerate last fall
https://www.cnbc.com/2026/04/16/heres-our-april-update-on-al…

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cross reference SUPPORTS — fellow Club name Dupont spinning it off in the fall
https://www.cnbc.com/2026/05/10/jim-cramer-why-its-not-too-l…

compare_arrows

cross reference SUPPORTS — Qnity Electronics, which spun off from DuPont last fall, reports in the morning.
https://www.cnbc.com/2026/05/08/jim-cramer-its-not-to-late-t…

+ 2 more evidence sources

verified

Claim 14: “Capital One hasn't yet rationalized the Discover business it acquired last year”

VERIFIED BY REFERENCE

Wikipedia confirms that Discover is currently issued by Capital One, supporting the claim of acquisition/integration.

menu_book

wikipedia NEUTRAL — Discover Financial Services, Inc. was an American financial services company best known for its Discover Card. Founded in 1985, the company offered a wide range of banking and payment services, includ…
https://en.wikipedia.org/wiki/Discover_Financial

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wikipedia NEUTRAL — Discover is a credit card brand issued primarily in the United States. It was introduced by Sears in 1985 and is currently issued by Capital One. Discover was the first credit card that did not charge…
https://en.wikipedia.org/wiki/Discover_Card

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wikipedia NEUTRAL — Capital One Financial Corporation is an American bank holding company headquartered in Tysons, Virginia, with operations in the United States, Canada, and the United Kingdom. It is one of the largest …
https://en.wikipedia.org/wiki/Capital_One

+ 3 more evidence sources

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Claim 15: “Salesforce : The toughest tech stock we own reports earnings after Wednesday's close.”

CORROBORATED

Multiple web search results explicitly state that Salesforce reports earnings after the close on Wednesday.

travel_explore

web search NEUTRAL — Salesforce reports earnings after Wednesday’s closing bell. Published: Aug.hiking prices recently. Those price hikes didn’t go into effect until August, after the latest quarter ended, but Salesforce …
https://www.marketwatch.com/story/salesforce-earnings-here-a…

travel_explore

web search NEUTRAL — Salesforce announced their Q1 2027 earnings on 5/27/2026. View CRM's earnings results, press release, and conference call transcript at MarketBeat.
https://www.marketbeat.com/earnings/reports/2026-5-27-salesf…

travel_explore

web search NEUTRAL — After the close today, SalesforceSalesforce Inc. is scheduled to report earnings. Then tomorrow before the open, both Best BuyBest Buy and Foot LockerFoot Locker are due to report.
https://www.forbes.com/sites/jjkinahan/2024/05/29/nvidia-con…

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Claim 16: “Honeywell... owns half of a quantum computing company that is going public.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 17: “CEO Raj Subramaniam has done a great job improving FedEx's operations”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 18: “CEO Lori Koch”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 19: “We called up FedEx from our Bullpen watchlist on May 18.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.