Jim Cramer’s top 10 things to watch in the stock market Monday
My top 10 things to watch on Monday, October 27
1. Wall Street was in bullish mode this morning on the potential for a US-China trade truce. A higher open could extend last week’s open S&P 500 It started to rise on Friday and reached a record level. Tons of gains were made over the next week, including most of the “Magnificent Seven” stocks. Ten Club shares in total.
2. The supposed winners of the China deal are semiconductor exporters, Nvidia And Advanced Micro DevicesBoth were up more than 2%. That’s why farmers and Deere were up this morning. Rare earth miners listed in the US Multi-Purpose Materials The decline occurred with the expectation that China would postpone export restrictions.
3. Analyst Ben Reitzes of Melius Research said Google’s custom Tensor Processing Unit (TPU) was great for the Club’s name broadcom. It raised its price target on Broadcom from $415 to $475, and so did Google’s parent company, Alphabet.
4. JPMorgan upgraded its rating Alphabet With the removal of the Department of Justice’s budget deficit, the price target increased from $260 to $300. Analysts said the stock could rise meaningfully. It’s a huge mistake for the club to believe that the Department of Justice can do anything about its antitrust issues.
5. UBS raised its interest rate Arm The price target cut to $200 from $175 predicts mobile and client central processing units (CPUs) and server CPUs will be strong ahead of the Nov. 5 quarterly earnings.
6. Microsoft It has been upgraded to be purchased from hold at the Guggenheim. Microsoft has a “near monopoly” on the productivity suite market with Office, while also benefiting from AI “casualties” with other hyperscalers, analysts said. The club’s name announces its earnings on Wednesday evening.
7. While the real part of the market was on the rise, quantum stocks were also on the rise. IONQ and nuclear stockpiles oklo. In my article on Sunday I looked at the difference between the investment we made for the Club and speculations similar to those in the 1990s, which I wanted no part of.
8. Susquehanna raises price target General Dynamic It rose from $365 to $406 following third quarter results, citing the very strong business aviation market. The defense sector is also strong.
9. RBC Capital Markets Club upgraded its name Honeywell’s He immediately shifted to a buy rating, saying business momentum has increased and spinoff “purgatory” perceptions have weakened. Analysts’ new price target of $253 indicates an upside of approximately 19%. I’m a big supporter of Honeywell’s plans to spin off its flagship aerospace division, which will take place next year. On Thursday, Solstice Advanced Materials returns.
10. Wells Fargo raises price target on behalf of the Club T.J.X. It rose from $130 to $140 and estimates were raised. TJX, the discount retailer behind TJ Maxx, Marshalls, and HomeGoods, reported earnings on November 19. Wells Fargo analysts adjusted competitors’ PTs: increase Ross Stores but i’m cutting Burlington.
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