BLD Overview

Caution on Lumen Technologies: Jim Cramer advised caution regarding Lumen Technologies, noting that the stock has "run too much," while the company recently appointed Jim Fowler as chief technology & product officer.

Concerns about Unusual Machines: Cramer expressed skepticism about Unusual Machines, highlighting its significant financial losses and labeling it as a "highly speculative" investment, despite a recent Buy rating from Jones Trading.

TopBuild Corp Performance: Cramer acknowledged the strong market for TopBuild Corp, suggesting to take some profits after its recent gains, while Jefferies raised its price target for the stock.

Skepticism towards Horizon Technology Finance: Cramer stated he does not trust Horizon Technology Finance due to a lack of transparency about its assets, while the company recently priced a $57.50 million offering of notes.

Drone Technology: Caution is advised regarding drone technology investments due to high speculation and significant financial losses.

TopBuild: The insulation market is promising, but there is a suggestion to take profits after a strong performance.

Horizon Technology Finance: Lack of transparency in the company's holdings raises trust issues, making it a non-recommendation.

Lumen Technologies: The stock has seen substantial gains, prompting a warning to exercise caution with future investments.

IBM's Acquisition of Confluent: IBM announced its acquisition of Confluent for $31 per share, valued at $11 billion, enhancing its data streaming capabilities and supporting AI deployment.

Final Trades on CNBC: Analysts highlighted several stocks, including Toast, which was upgraded by JP Morgan, and TopBuild, which reported strong earnings, while AppLovin is expected to approach its all-time high.

Market Reactions: Following the announcements, IBM shares rose by 0.4%, Toast increased by 0.1%, while TopBuild fell by 3.3%, and AppLovin jumped by 5.1%.

Analyst Insights: Stephanie Link praised IBM's acquisition, while other analysts provided insights on their final trades, indicating a mix of optimism and caution in the market.