What Jim Cramer expects from Boeing, and why he says Starbucks is a buy

Every weekday, CNBC Investment Club with Jim Cramer hosts a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's highlights. 1. Stocks start the week on a positive note; All sectors except basic consumer products are in green. As stocks continue last week's gains, Jim Cramer is keeping a close eye on the 10-year Treasury yield, which stood at 4% on Monday. He called the move "incredibly positive" because there are so many stocks that have returned more than this. “It makes you want to buy the stock,” he added. Jim also reflected on his recent trip to San Francisco, where he met with various CEOs to gain new insights on artificial intelligence, the stock market, and broader economic trends. In his column on Sunday, he shared the top 10 results from his meetings with Investment Club members. 2. Boeing shares rose more than 1% on Monday after the company finally gave the green light on Friday to increase monthly 737 MAX production from 38 to 42. While reports last month hinted at the move, this amounts to official confirmation and paves the way for more monthly deliveries and stronger free cash flow. When Boeing reports earnings next week, the one thing we're looking for is what the non-cash fee will be for the 777x program, the company's next-generation, long-haul jet designed to be the largest two-engine jet ever built. “This is a cash flow story and they have been losing money consistently for years and now is the time to strike,” Jim said. 3. "2026 is going to be a very good year" for Starbucks, Jim said last week after interviewing CEO Brian Niccol about the company's turnaround. Shares of the coffee giant were one of the biggest gainers in the market last week. The stock is up 8.7% after closing at a 52-week low on Oct. 10. Morgan Stanley also felt confident, raising its price target on Starbucks stock to $105 from $103 on Monday. Analysts said the next quarter will likely show negative results in its core business in North America, and a major step forward is unlikely. But changes to the Green Apron service model (Starbucks' new hospitality-focused initiative focused on improving customer experience), restructuring and new coffee products could make 2026 better. Jim left the Niccol interview feeling optimistic about the company's direction, particularly hearing that the value of the company's China business is north of $10 billion, much higher than previously thought. “I guess you buy the stock and you buy it today,” Jim said. 4. At the end of the video, the stocks covered in Monday's rapid fire were: Skyworks Solutions, Marvell Technology, Darden Restaurants, Cleveland Cliffs and Prologis. (Jim Cramer's Charitable Trust is long BA, SBUX. See here for a full list of stocks.) When you subscribe to the CNBC Investment 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 would wait 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.