The stock exchange started the historically difficult month of September with a rocky note when Wall Street speculated about the extent of the next interest decision by the Federal Reserve. Initially, the S&P 500 and the Nasdaq reached all-time intraaday highs on Friday morning when investors digested more slow growth in jobs in August. The weak data strengthened the case that the central bank lowered the interest rates over the course of this month by 25 basis points, and up to two other similar movements before the end of the year. The 10-year financial return sank to the lowest level of 4.1% since April. The “bad news is a good news trade” was switched on. Shortly after the open open market, however, the market turned lower, since these hopes for reducing installments were overshadowed by concerns about the pace of the slow labor market. The non -agricultural salary statements rose in the past month by only 22,000 compared to the expected 75,000, while July up to lye was revised 79,000, and June was revised to record a loss of 13,000. While the S&P 500 and the NASDAQ closed the session on Friday a little lower, both still managed to make a profit of almost 0.3% or more than 1% for the week. .Spx .ixic 5D Mountain S&P 500 and Nasdaq 1 week Jim Cramer was not disturbed by the market fluctuations and said that the home depot of the club name would be even higher. “You are buying that here,” he said on Friday. Lower loan costs should be a catalyst for Home Depot shares because his business is strongly tied to recreation in the apartment sector. Home Depot shares have been in the upswing since mid-June because the installment expectations in summer have been increased. Jim believes that this time the bond market could actually cooperate if the FED begins again with the price of interest rates – in contrast to the previous year, when the bond returns and then the mortgage lenses rose according to 100 basis points of the FED interest reduction. So far, it looks promising, since the national average of a 30-year mortgage with a fixed list drops by 16 basis points to 6.29%, with the largest individual day of day in more than a year. It was not just a monetary policy in the minds of the investors. The company income was also, including two of our investments: Salesforce and Broadcom. The largest income story of the week was Broadcom. The shares of the custom chipmaker increased over 9% on Friday after a blowout quarter the night before. Wall Street celebrated the optimistic guidance of Broadcom, CEO HOCK TANS unveiling of around $ 10 billion in customer-specific AI-related orders of a new customer, of which analysts are speculated, and Tan said he was “at least” AVGO YTD Mountain Broadcom YTD “Broadcoms Great Quarter, Solid Guide, Solid. CEO notes that the call to a continuing strong demand for semiconductors and networking solutions for artificial intelligence, housed in the AI ​​-Solution segment of the company “ZEV Fima, a portfolio -analyst for the club, written in the Earnings analysis on Thursday evening. “VMware, the software giant Broadcom, who bought almost two years ago for US dollars for 69 billion, continues the company's infrastructure software.” The club increased its Broadcom course destination from USD $ 350 and repeated our hold-equivalent 2 rating. On Friday, ZEV summarized it: “Taken together, it is clear that despite all the HOOPLA, we have not yet seen the highlight of the AI ​​demand over an artificial intelligence expenditure bubble when it comes to real dealers in the room.” Salesforce published a better than expected report in the second quarter on Wednesday evening. Although the company achieved a beat above and the end result, a soft sales manual is bothering shares in the third quarter after the publication. The stock fell by almost 5% on Thursday, but recovered more than half on Friday. It lost a little more than 2%for the week. CRM YTD Mountain Salesforce YTD During the night of profit, the club lowered our price target to 300 US dollars of 350, since the persistent concerns about the growth of Salesforce in relation to Salesforce growth. However, we have retained our 2 rating for the share. After all, the Salesforce Suite, called Agentforce, could still increase the topline performance, and the cost -discipline of management could help the margins over time. “The results here are not enough to silence the bears, which believe that the traditional seat software-as-a-service business model has reached its peak and is disturbed by progress in the AI. It is disappointing to continue to wait, but we are not ready to jump to this small position with the stock trade with 22-fold forward gains.” Jeff Marks, director of the portfolio analysis for the association, wrote in the profit analysis on Wednesday evening. Apple Investors also received great news in Tech News this week, which increased the club population by more than 3%. This is all on a cheap decision in alphabet landmark Google Search Antitrust case. The iPhone manufacturers' shares were on a crack after a federal judge decided late Tuesday that Alphabet could continue to make payments to load Google search on Apple's flagship devices. AAPL YTD Mountain Apple YTD Jim believes that the judgment could enable billions of additional income for Apple. Apple can not only receive the once estimated 20 billion US dollars a year in payments for its Google agreement, but also opens the door for the tech giant, similar business with large -speaking model providers. As in, Apple could be paid to drive the traffic to various AI chatbots in his ecosystem. This would be a considerable thrust for Apple's high margin service unit, which includes the App Store, Apple TV+, Apple Music, iCloud and more. “This bot company has to pay Apple because it is legal,” said Jim during the “Mad Money” from CNBC on Tuesday. “What a turn of events. Maybe there are another 20 billion dollars from Apple's way. Maybe maybe [it’s] more. “Jim also repeated his long -held” own “act on Apple Stock (see here for a full list of shares in Jim Cramer's non -profit trust.) As a subscriber of the CNBC Investing Club with Jim Cramer, you will receive a trade. Speaked about a share on CNBC TV and waits 72 hours after the retail war is issued.