Here’s a rapid-fire update on all 31 of our stocks, including 2 to buy now

Jim Cramer and portfolio director Jeff Marks reviewed the Investing Club’s 31-stock portfolio after a volatile week and an election that raised doubts about the pace of AI investment. Cramer expects further turbulence in AI shares, but sees opportunities beyond technology: he recommended buying FedEx and Kimberly-Clark, while advising investors to wait for more declines before buying Johnson & Johnson and Eli Lilly.

The review described varied positions across the portfolio, including confidence in Apple’s ability to use Alphabet’s AI technology, Amazon’s cloud growth and Boeing’s turnaround, alongside caution about Capital One’s political headline risk and Costco’s high valuation. The article also noted that the Club had trimmed Cardinal Health after a strong rally and periodically reduced its CrowdStrike stake to manage its size. The supplied article text ends part-way through the DuPont update, so it does not include the full review of all 31 stocks.