Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy

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Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy Published Wed, Jun 17 20263:02 PM EDTKevin Stankiewicz@in/kevin-stankiewicz-b5593466Morgan Chittum@morgan_chittum The CNBC Investing Club on Wednesday convened for its June Monthly Meeting, during which Jim Cramer and Jeff Marks, director of portfolio analysis, dished out their latest thinking on all 35 portfolio stocks. Jim also named his favorite stock in the bunch (Intel) and explained what makes it such a compelling investment opportunity. Here's a recap of what they had to say. Tech & data center Jim began the portfolio breakdown by saying he believes a re-ordering of the "Magnificent Seven" is upon us. The old guard is Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia, and Tesla . The newcomers? SpaceX and the not-yet-public Anthropic and OpenAI. It's high stakes, with SpaceX representing an especially formidable competitor. Alphabet : This is a winner in the AI era thanks to YouTube, robotaxi service Waymo, and both the traditional Google Search business and its Gemini chatbot. Like SpaceX, Alphabet has already raised the money it needs. Apple : This company has the best consumer tech in the world with the iPhone, hence why it has over 2.5 billion users. Apple's installed base allows it to take tribute from Alphabet because of its advantageous AI partnership with Gemini. AI will also make Siri much better , too. Nvidia : Shares of the world's largest company by market cap seem stuck in molasses, but Nvidia is collecting billions of dollars from all the hyperscalers for its graphics processing units (GPUs). The company needs to start repurchasing stock by the barrelful. Still an "own it, don't trade it" stock. It's simply too cheap to give up on. Amazon : No denying that cloud unit Amazon Web Services (AWS) and its e-commerce business are juggernauts, and its custom silicon (Graviton and Trainium) is good too. But does it have to do an equity offering like Alphabet to fund its AI buildout, or is it already making enough money with its AI and we don't know it yet? Open question. Selling stock, while dilutive, could increase its competitiveness. There are enough reasons to stick with Amazon, despite the recent pullback. Meta Platforms : One of the toughest nuts to crack. While WhatsApp is incredibly popular, it's not a major money-maker yet. The ad business is top-notch, but there's still some economic sensitivity, and it doesn't have a cloud-computing business to help justify all its AI spending. Will Meta be important a few years from now at this pace? Not clear. Maybe not at all. We're restricted from trading the stock, but if we get a couple of up days in a row, we might look to book some profits. Microsoft : Another Mag 7 quandary. We all know this has been a loser of late. As good as the cloud unit Azure may be, it still gets a lot of its revenue from the kind of enterprise software at risk of being disrupted by AI. Plus, its own AI tools, like Copilot, aren't as strong as what OpenAI and Anthropic have. A tie-up with OpenAI would be good, but is it even feasible? Our approach to this one may be similar to Meta. Salesforce : There are better places to invest right now than the enterprise software cohort, which is why we're still not interested in buying any more Salesforce despite an extended losing streak. Intel : The current favorite, with even more upside potential than Nvidia. The reasons to buy it include the growth of central processing units (CPUs) inside the data centers. The CPU-to-GPU ratio is trending toward parity, per Intel CEO Lip-Bu Tan, and its third-party manufacturing business could take off in the coming years as companies look for TSMC alternatives. We bought more Intel on Tuesday and want to build a larger position. The rigor says it's run a bunch already, but the passion says this is the big one. Arm Holdings : In second place is Arm, a company with tons of intellectual property for power-efficient semiconductors. It's historically licensed that IP to others, including Apple and Nvidia. Now it's building its own first-party data center CPU. The stock has been a rocket ship since our April initiation. To manage the risk, we've adopted a strategy of trimming it down to a 1% weighting as it goes higher. Broadcom : Shares are jumping Wednesday after a forceful defense from a chip analyst we respect, JPMorgan's Harlan Sur. He pushed back on concerns that Google's ninth-generation custom chip, which is co-designed with Broadcom, has been delayed or canceled. If you already own the stock, let it ride as it tries to overcome more of its post-earnings decline. Corning : This stock has surged in 2026 as the market embraces names on the physical side of the data center buildout. Corning makes the opti