Jim Cramer’s top 10 things to watch in the stock market Tuesday
My top 10 things to watch on Tuesday, November 11 1. CoreWeave reported better-than-expected third-quarter earnings last night, but shares are falling this morning due to the AI infrastructure provider’s disappointing full-year guidance. The stock fell more than 10 percent. There’s a lot of demand for CoreWeave, but it actually had to be subcontracted and the Core Scientific deal didn’t happen. 2. Nasdaq was set to open lower this morning as Big Tech remains under pressure due to CoreWeave weakness. This followed a day of big gains for both the Nasdaq and the S&P 500 as lawmakers moved closer to a deal that would end the historic government shutdown. 3. UBS upgraded Club Linde from holding to buy rating. Analysts cited Linde’s earnings growth in 2026 as a positive catalyst for shares. The stock is up over 1% this morning. 4. Bernstein analysts raised their price target for Tyson Foods to $60 from $52. Jimmy Dean and Hillshire Farm owner’s chicken margins remain solid even as beef prices remain high, analysts say. Club name Texas Roadhouse has also struggled with beef inflation. 5. Bank of America lowered its Monday.com price target to $195 from $205, citing a small increase in the third quarter and a lowered outlook for the fourth quarter, implying growth concerns. The enterprise software stock fell 1% in early trading this morning. In enterprise software, we have Salesforce, which is lagging. 6. Citi raised its Expedia price target to $281 from $206 after travel booking shares jumped 17.5% on big earnings Friday. Analysts maintained their hold rating on the stock, describing its current levels as a balanced risk/reward. This morning’s gains extend Expedia’s winning streak to five consecutive sessions. 7. Barclays raised its price target on Cummins from $430 to $515, but maintained its hold rating on the stock. Analysts have pointed out that the administration’s statements regarding the highway market have potentially gone beyond the peak of negativity. 8. BMO Capital likes Instacart and upgraded the grocery delivery stock to a buy rating. Analysts maintained their $58 price target. Instacart reported a better-than-expected quarter yesterday. The underweight forecast for the current quarter “seems relatively conservative,” analysts said. Instacart shares rose this morning after back-to-back gains. 9. Rocket Lab shares gained nearly 9% this morning after the space company reported a much smaller-than-expected loss and better-than-expected revenue. The current quarter, at the midpoint of the range, also beat guidance. Stifel and Roth Capital raised their price targets for the stock to $75. 10. Paramount Skydance’s quarterly numbers show there is indeed leverage in the model, Benchmark said. Analysts raised their price target to $19 from $16 and maintained their buy rating. Late yesterday, Paramount also said it expects another $1 billion in merger savings. The stock rose more than 4.5% on the news. Sign up for my free email newsletter The 10 Best Morning Thoughts on the Market. Tomorrow at 6:30 PM ET I will be signing copies of my new book, “How to Make Money in Any Market” at the Atlantic Avenue Barnes & Noble in Brooklyn. (See here for a complete list of stocks in Jim Cramer’s Charitable Trust.) When you subscribe 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 trading alert before buying or selling a stock in his charitable foundation’s portfolio. If Jim talked about a stock on CNBC TV, he waits 72 hours after issuing the trading alert before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, TOGETHER WITH THE DISCLAIMERS. NO CIVIL OBLIGATIONS OR DUTIES EXIST OR SHALL BE RESULTING FROM YOUR RECEIVING ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULT OR PROFIT CAN BE GUARANTEED.
