Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy

The CNBC Investing Club on Wednesday convened for its June Monthly Meeting, during which Jim Cramer and Jeff Marks, director of portfolio analysis, dished out their latest thinking on all 35 portfolio stocks. Jim also named his favorite stock in the bunch (Intel) and explained what makes it such a compelling investment opportunity. Here's a recap of what they had to say. Tech & data center Jim began the portfolio breakdown by saying he believes a re-ordering of the "Magnificent Seven" is upon us. The old guard is Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia, and Tesla . The newcomers? SpaceX and the not-yet-public Anthropic and OpenAI. It's high stakes, with SpaceX representing an especially formidable competitor. Alphabet : This is a winner in the AI era thanks to YouTube, robotaxi service Waymo, and both the traditional Google Search business and its Gemini chatbot. Like SpaceX, Alphabet has already raised the money it needs. Apple : This company has the best consumer tech in the world with the iPhone, hence why it has over 2.5 billion users. Apple's installed base allows it to take tribute from Alphabet because of its advantageous AI partnership with Gemini. AI will also make Siri much better , too. Nvidia : Shares of the world's largest company by market cap seem stuck in molasses, but Nvidia is collecting billions of dollars from all the hyperscalers for its graphics processing units (GPUs). The company needs to start repurchasing stock by the barrelful. …