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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuWe’re making three trades on Tuesday. We’re selling 35 shares of Meta Platforms at roughly $750 each. Following the trade, Jim Cramer’s Charitable Trust will own 215 shares of META, decreasing its portfolio weighting to 4% from 4.6%. We’re buying 90 shares of FedEx at roughly $295. The Trust’s ownership of FDX will increase to 390 shares, increasing its weighting to 2.8% from 2.2%. We’re buying 80 shares of BNY at roughly $150. The Trust’s ownership of BNY will increase to 480 shares, increasing its weighting to 1.8% from 1.5%. We’re rightsizing our position size in Meta and booking profits into the stock’s more than 12% increase this week. The rally has been driven by enthusiasm for the company’s Muse AI agent. We’re also raising our price target to $800 per share from $700. However, with some limited upside to our new target, we’re downgrading the stock to our hold-equivalent 2 rating , meaning we would prefer to be buyers on a pullback. META YTD mountain Meta Platforms YTD While we remain enthusiastic about Muse as a proof point for Meta’s massive AI spending, we’re taking a more balanced approach to the stock around $750 after shares rallied more than 14% since we first discussed the AI agent in early September. Shares are also up roughly 25% from where it traded when the social media giant announced an $18 billion settlement of youth addiction claims, which Jim described as ” a really big break ” for the company. Another factor we are mindful of is that Meta’s early traction with Muse could embolden it to become even more aggressive in spending on its AI infrastructure. With free cash flow estimated to remain negative on an annual basis through 2028, according to FactSet, this sale will protect us in case the company decides to issue stock to pay for that spending. From this sale, we will realize a gain of roughly 250% on stock purchased in April 2022. With the S & P Short Range Oscillator indicating the market is currently oversold, our discipline is to offset any trim into strength with buying somewhere else. That’s partly why we’re taking the cash proceeds from our Meta sale to add to our positions in FedEx and BNY. FDX YTD mountain FexEx YTD FedEx shares sat out Monday’s rally, falling in sympathy with UPS after Bank of America cut its price target and lowered estimates due to a larger-than-expected decline in Amazon volumes. We understand why the two parcel delivery companies trade in tandem, but they have different relationships with Amazon. For example, the e-commerce giant represented 10.6% of UPS sales in 2025, according to its annual report. That percentage is coming down as part of UPS’ plan to eliminate lower-quality volume, but Amazon still represents a meaningful part of the business. FedEx, meanwhile, doesn’t list Amazon as a key customer in its annual report, suggesting its revenue contribution is immaterial. FedEx was also earlier in its push toward higher-quality, higher-yielding volume, which is one reason we think it’s a better-run company. We don’t think FedEx shares should be punished for an issue specific to UPS, so we’re picking up some shares on this dip. BNY YTD mountain BNY YTD Finally, we have another buy that wasn’t discussed on the Morning Meeting. After talking it over with Jim, we decided to buy more shares of BNY into this selloff in the financials. This latest buy follows two incremental purchases last week after the group sold off in response to disappointing updates from Bank of America and others at investor conferences. But we combed through BNY’s presentation and did not find anything negative or thesis-changing in this positive operating leverage story. (Jim Cramer’s Charitable Trust is long META, FDX, BNY. 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.Read More