Jim Cramer’s top 10 things to watch in the stock market Monday
My top 10 things to watch Monday, Jan. 26 1. Stocks were little changed this morning as Wall Street kicks prepares for a busy earnings week. Club holdings Boeing , Corning , Danaher , GE Vernova , Starbucks , Meta Platforms , Microsoft , Dover, Honeywell and Apple will all release results. In my Sunday column , I breakdown what I’m hoping see from our Big Tech names. Monday also follows a tumultuous week for the stock market, spurred by President Donald Trump’s tariff talks. 2. A massive winter snow storm over the weekend halted traffic, canceled flights, and caused school cancellations within the southern and eastern parts of the United States. It’s great news, however, for Club holdings Home Depot and Costco. It’s fair to assume Americans turned to the retailers to both prepare and recover from the historic weather conditions. Meanwhile, natural gas prices surged again this morning on the bitter cold, topping $6 per million British thermal units for the first time since late 2022. 3. Eaton announced plans this morning to separate its vehicle and e-mobility businesses to form another independent publicly-traded company. This should unlock instant value for the Club stock. Shares of the power management firm are up nearly 2% premarket. 4 . Melius Research said revenue for Club name Nvidia could “accelerate sequentially” into calendar year 2027 despite investor concerns of higher memory prices crowding out demand for its graphics processing units. The analysts also said to stick with Club name Broadcom . This morning, Nvidia announced an investment of $2 billion in artificial intelligence infrastructure provider CoreWeave , whose stock jumped 8% on the news. Nvidia was already a major CoreWeave backer. 5. JPMorgan raised its price target on Apple to $315 from $305 and maintained a buy rating on shares ahead of quarterly earnings Thursday. Analysts see a positive setup for the stock into the print given its recent underperformance despite positive data around “robust” iPhone 17 demand. I saw own, don’t trade Apple. 6. Rothschild & Co Redburn upgraded Meta to buy from hold and boosted its price target to $900 from $740. The analysts warned the stock, which closed Friday at nearly $659, could drop if costs ding earnings. But the firm did see a disconnect in shares and the Facebook parent’s long-term value. KeyBanc and Roth Capital lowered their price targets. But those PTs were still way above current stock levels. 7 . KeyBanc raised its price target on Club holding Alphabet to $360 from $330. The analysts, who kept their buy rating on shares, cited great AI prospects. However, they did say that benefits from artificial intelligence are becoming priced into the stock. Google-parent Alphabet reports earnings next week. 8. Needham upgraded Applovin to buy from hold with a $700 price target. This stock has pulled back from its highs. The analysts said revenues for Applovin could follow a pattern similar to TikTok, which is pretty amazing. Applovin provides software solutions to help businesses and developers monetize their mobile apps. 9. Barclays cut its price target on Club name Capital One to $287 from $294. The analysts, who maintained their buy rating, see the Brex acquisition to build out commercial card exposure as a positive. This is all about beating American Express . We were not deterred by Capital One’s mixed quarter last week. 10. Bank of America delivered a big restaurant earnings preview note this morning, predicting slowing same-store sales growth in the 2025 December quarter. The analysts, however, do see a budding recovery in January this year. For Club name Starbucks, the analysts increased their price target to $120 from $114. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) 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.
