Jim Cramer says TJX's value model should drive share gains, while Meta faces legal overhang from a teen addiction trial. Home Depot delivered a 'terrific' quarter.
Stocks fell Tuesday as Treasury yields climbed and oil prices rose. The 30-year yield topped 5.33%, a level not seen in nearly two decades. West Texas Intermediate crude moved above $85 a barrel as U.S.-Iran talks stalled. Yields later came off those highs, but the S&P 500 and the Nasdaq stayed deep in the red.
Jim Cramer said the selloff is why the CNBC Investing Club holds roughly 13% cash. “That 13% means we believe the market is going down,” he said. “We are not going to put money to work just because we’re going to be oversold. We’re looking for actual price breaks.”
Home Depot was one bright spot. The home improvement retailer reported better-than-expected earnings and revenue Tuesday morning. Cramer called the quarter “terrific” and noted the results were especially encouraging given the tough housing market. “If they can do this number in this environment, what do they do if we have a better environment?” he said. Home Depot carries an Alpha Score of 48, a Mixed label. Its stock page is at HD stock page.
Club holding TJX Companies reports earnings Wednesday morning. Cramer remains bullish on the off-price retailer behind T.J. Maxx, Marshalls, and HomeGoods. He said management has historically issued conservative guidance and then delivered results near or above the high end of its outlook. He is particularly optimistic about HomeGoods, which he expects to stay a key growth driver. TJX’s value-focused model could help it keep taking market share as consumers stay selective with spending, Cramer said. TJX has seen ups and downs in 2026. The stock hit a record high close in June before pulling back. Year to date, shares are roughly flat. The TJX stock page shows an Alpha Score of 50, also Mixed.
Meta shares fell 2.5% on Tuesday as opening arguments began in a California trial. The case alleges that Facebook and Instagram fostered addictive behavior in teens and children. Earlier this month, Meta lost a case in New Mexico, forcing it to change some services and pay nearly $1 billion. Cramer warned that litigation could remain an overhang on the Club stock. “They’re going to lose every trial,” he said. He thinks the case may eventually reach the Supreme Court, where broader legal protections for social media companies could be tested. “It’s a very hot-button thing, and it won’t be the last decision.” META’s Alpha Score is 55, still Mixed. The META stock page has more detail.
Other stocks covered in Tuesday’s rapid-fire segment included Klarna, Norwegian Cruise Line, Target, and Club names Costco and Micron. The broader stock market analysis page tracks the latest moves.
TJX reports Wednesday before the open. The trial against Meta is expected to continue for weeks.
Prepared with AlphaScala editorial tooling from the source reporting linked above. Indexable analysis may include a cited Alpha Score value. Publishing checks screen each story before release. Educational coverage, not personalized advice.