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 Tuesday’s key moments. 1. Stocks were higher Tuesday after a shaky open stemming from President Donald Trump’s trade battles. While Trump delayed tariffs on Mexico and Canada following last-minute negotiations, his 10% tariff on China went into effect Tuesday, prompting the Chinese government to unveil retaliatory tariffs on some U.S. imports, plus an antitrust investigation against Alphabet . Leading the way Tuesday is Palantir , with a 25% gain following the software company’s big beat and raise quarter late Monday. Alphabet reports fourth-quarter results after the bell. Despite the stock’s nearly 2% gain Tuesday, “Alphabet has not been my favorite” Jim Cramer said. He noted that the company’s AI model, Gemini, is competing with Google Search. Some of the key metrics we’ll be watching are advertising revenue trends, cost discipline, and cloud results. 2. Salesforce is cutting over 1,000 jobs, but will also hiring salespeople for AI, according to a Bloomberg report Tuesday. This means management is staying disciplined on costs while investing in strong AI demand through Agentforce. The stock ticked up 0.4%, but Jim thinks it should have been up more on the news because CEO Marc Benioff has said Salesforce is using Agentforce internally to run the company more efficiently, and therefore not needing as many workers. “The layoffs should have been greeted much more positively,” Jim said, adding, “I think people are viewing the layoffs as meaning that business is weak. It’s the opposite. It’s that they’re able to get more out of Agentforce, and the stock is a buy here.” 3. Shares of Club holding Nvidia popped 3% Tuesday. Bank of America expects Nvidia to reaffirm the company’s 2025 outlook during its fourth quarter earnings later this month. The bank reiterated the leading AI chip name as a buy, calling it a top pick in its earnings preview Monday. But Jim said, “If we get an in-line quarter, the stock will go lower.” He’s still convinced that Nvidia is a long-term play but at the same time investors in the stock “need ammo,” to have utmost confidence that Nvidia’s future earnings aren’t impacted by DeepSeek’s cost-efficient AI model and others. Last week, Jim wrote that we wanted to make the position smaller when not restricted, but still own it. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: PepsiCo , Merck , Pfizer , Estee Lauder , and PayPal . (Jim Cramer’s Charitable Trust is long GOOGL, CRM, NVDA. 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.