Our top and bottom performing stocks in the market's record run over the past 6 weeks

The past six weeks since our last CNBC Investing Club Monthly Meeting have been great for the market overall and most of our portfolio. The S & P 500 and Nasdaq on Wednesday were trying to add to their record highs. Since our April 16 meeting, through Tuesday's close, the S & P 500 jumped 6.7%, and the Nasdaq surged 10.6%. .SPX .IXIC mountain 2026-04-16 S & P 500 and Nasdaq since our April 16 monthly meeting Despite a bit of a rough patch earlier this month, due to Iran-war-driven elevated oil prices and bond yields, it has been an especially good stretch to own stocks. Only nine of our 33 portfolio names were in the red over the past month-and-a-half. On the flip side, nine other stocks were up double digits, including one up nearly 100%. Here are our top and bottom performers since our last meeting, as we look ahead to our May meeting livestream , starting at noon ET on Wednesday. Top performers Arm up 97.9% Wall Street keeps sending Arm to record highs on signs that demand for central processing units (CPUs) will continue to jump in the era of agentic AI. That's because Arm designs (and will soon make its own) CPUs, which are well-suited to running AI models due to their lower costs and energy demands, as well as their ability to deliver quicker responses to queries. Club holding Nvidia 's quarterly earnings last week was a key example. …