Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks were up on Friday morning, before suddenly dropping after President Donald Trump said China was "becoming very hostile" in trade talks and cancelled his planned meeting with President Xi. He also threatened higher tariffs on China. Despite the pullback, stocks could still eke out a gain for the week, driven by renewed enthusiasm for AI leader Nvidia . We're seeing money plow back into companies, including Vertiv , Dell , and Marvell , that are at the center of the AI economy, Jim Cramer said Friday. Addressing valuation concerns, he argued Nvidia "is not a high multiple," pushing back on the idea that the company's deals with other

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