Jim Cramer’s Top 10 Things to Watch in the Stock Market Monday

1.Nvidia’s Annual GTC Conference will dominate this week’s news. Nvidia’s stock has had big run-up into the event for ai developers. That’s normal, as is a rally after. The AI ​​chip king, which we own for the club, is Expected to share new details About Its Next-Generation Products.

2.Treasury Secretary Scott Bessent Said on NBC’s “Meet the press” That he’s not worried about the negative stock market reaction to President Donald Trump’s Shifting Tariff Policy. “Corrections are healthy,” Bessent said. He also referenceed the famous “Voting machine/weighting machine” Quote. Standard Hackneyed Phrases.

3.Stocks are on track to open lower across the board will after a strong bounce-back rally in Friday’s session. Something i’ll be Watching Going Forward: Will the Megacap Tech Stocks in the “Magnificent Seven” Start Acting Like Safe Havens Gain? I Explred that question in my Sunday column for investment club subscribers,

4.Melius research is out with a defense of AppleOne of that that Mag 7 Names, After the Stock Fell Almost 11% Last Week. Analysts conceded that delays to ai-enhanced siri are disappointing, but they still see a path to get the club stock back on track. Melius also argued that apple’s free cash flow helps make the stock defensive.

5.Quantum Computing Stocks Such as D-wave and Rigeti computing Are hot again. They sored Friday and are up against this morning. Nvidia holds a “Quantum day” at gtc on Thursday, so I suspect these speculative names will run Right into it and thought it.

6.Shares of Affirm Are tumbling on news that Swedish Fintech Provider klarna is replacing affirm as the exclusive provider of buy now, pay later loans for WalmartThis matters to bot affirm and klarna, which just filled to go public. There’s a heavy short position in affirm, so I would expect a short-crossing rally by Tomorrow.

7.Jpmorgan upgraded Norwegian Cruise Line to a buy-equivalent overweight rating from neutral. The Travel Stocks Have Been Hit by Recent Economic Worries and The Airlines Cutting Earnings Guidance. However, jpm analysts said in a meeting with Norwegian Cruis Mange

8.Baird upgraded Accenture To an outperform Buy Rating from Neutral Ahead of Earnings Chi. Shares of the consulting firm have been weak, partally due to the department of government efficiency efficiency ramping up its efforts. About 8% of Accenture’s Revenue Last Fiscal Year was tied to the us government.

9.Citigroup ExpectsMicron To issue lighter-tha-exposed guidance when the memory chipmaker reports on Thursday, but analysts remain upbeat on the stock on a a bellyf that drama pricing will improve. They reiterated their live rating and price target of $ 150 a share, which implies Nearly 50% UPSIDE from Friday’s Close.

10.Redburn Atlantic Started Coverage of Reddit With a sell rating and price target of $ 75 a share. That is Well Bell Friday’s Close of $ 128 and its all-time high of $ 225 in February. Redburn Analysts Expressed Concerns about Reddit’s Reliance on Google to Drive Traffic and See “Material Downside” to Estimates.

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