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 Friday’s key moments. 1. Stocks climbed higher Friday as strong earnings from megacap tech names helped shake off a tough week. Meta Platform s’ blockbuster quarter mid-week and Apple ‘s solid results late Thursday is “giving a glow” to a lot of tech, Jim Cramer observed. That strength helped erase the losses from Monday’s sell-off, sparked by DeepSeek’s lower-cost AI model and concerns about its impact on Nvidia and others. While Jim remains bullish on Nvidia, he mentioned he’s consider trimming once we’re not restricted from trading. 2. Apple shares advanced 1% Friday after posting a better-than-expected beat on the top and bottom lines. In a private interview with CEO Tim Cook, Jim said he sensed a confidence in Apple’s trajectory, one reason he believes the stock opened higher. Despite a 1% drop in iPhone sales and an 11% decline in China revenue, Apple’s AI-powered Apple Intelligence looks like it will be a gamechanger. Cook pointed to strong demand for iPhones with new features, suggesting that once AI-powered models gain traction in China, sales should improve. 3. Eaton shares slid 3% Friday despite delivering a solid earnings report. The sell-off was fueled by concerns that low-cost AI models could reduce demand for power-hungry data centers, a key market for Eaton. But the company’s outlook was upbeat. Eaton highlighted strong hyperscaler demand and a pipeline of projects that should drive growth for years. Jim also reminded members that Eaton “is a company that operates on five megatrends. Only one of them is data center.” Three of those other trends — grid modernization, reindustrialization and reshoring — align with policy shifts under the Trump administration, Jim said. 4. Stocks covered in Friday’s rapid fire at the end of the video were: Chevron , Vertex , Walgreens , Abbvie , and Deckers Outdoors . (Jim Cramer’s Charitable Trust is long META, AAPL, NVDA, ETN. 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.