Each weekday CNBC Investing Club with Jim Cramer takes place “Morning meeting” at 10:20 ET. Here is a summary of key Monday moments. 1. Stock reserves on Monday as a cheaper model of the Chinese Startup Deepseek sent shock waves through the technology sector. Semiconductor actions led a decrease, and Nvidia and Broadcom fell by 13%. Investors are afraid that hyperslain can spend excessively on artificial intelligence, because Deepseek shows that you can build competitive language models without using expensive systems. Jim Cramer said that the latest news leaves more questions than answers. “I don't think we can make a request what to do.” 2. Jim sees a potential opportunity at Chip Stock Broadcom. “If it had to be a purchase, it would be Broadcom … it is bigger than AI.” It predicts that this is a name in which the market can gather instead of NVIDIA, because the company's portfolio also includes network solutions and infrastructure software. Recently, we cut our position on December 17 after the shares went parabolically after earnings in the fourth quarter. Meanwhile, the finish is on our radar for finishing. The shares increased by 12% to start 2025 and by 65% over the past year, Jim warned that “it is too high compared to the rest of the Mag 7 shares, adding that the technological giant may spend too much on its construction AI . Meta announced on Friday that it plans to increase expenses related to AI to $ 65 billion this year. 3. Salesforce withdrew the sale with shares by 2.4%. Jim called the company “Beneficiary” of all fears about Deepseek. Director General MARC BENIOFF sees the value of artificial intelligence in creating software, not hardware. Apple also maintains its ground, and its supply increased by 2.5%. The iPhone manufacturer does not invest billions of dollars in large language models, but instead integrates the technology of other companies, such as Chatgpt Openai in their devices. (Charitable Trust Jim Cramer is a long NVDA, AVGO, META, CRM. See the full list of shares.) As a subscriber of the CNBC Investing Club with Jim Cramer, you will receive a commercial warning before Jim made trade. Jim waits 45 minutes after sending a trade alert before buying or selling shares in the portfolio of his charity Trust. If Jim talked about actions on CNBC television, it waits 72 hours after the commercial alert was released before trading. The above information about the club investing is subject to our conditions and the Privacy Policy together with our reservation. There is no trust or obligation, nor is it created by receiving all information provided in connection with the investing club. No specific result or profit is guaranteed.