Why our cybersecurity stocks are soaring, plus Big Tech tries to rebound

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. The S&P 500 rose on Monday as stocks rebounded from last week's decline. West Texas Intermediate crude rose to nearly $70 a barrel after Iran and the United States exchanged strikes over the weekend. The two countries agreed on Sunday to cease hostilities and allow commercial ships to freely pass through the Strait of Hormuz. President Donald Trump said on Truth Social this morning that a meeting with Iran is planned for tomorrow in Doha, Qatar. "HE [news] "It keeps oil under control," said Jeff Marks, the club's director of portfolio analysis. Jeff added that keeping oil below $70 per barrel will help keep bond yields stable. In addition, Honeywell completed its split with Honeywell Aerospace today, resulting in Club acquiring 220 shares of the new company. Portfolio 2's hyperscalers (Amazon, Microsoft, Meta, and Alphabet) are seeing some strength today after sharp declines last week. The result was declines. In this week's Market Column, Jim Cramer says mega-cap companies are victims of changing market dynamics and discusses how they can restore the market's reputation. Shares of Palo Alto Networks could rise around 7.5%, while CrowdStrike could rise above 6%, he said. It may be related to a Wall Street Journal report on Friday that Chinese AI systems match Anthropic's Mythos in finding cybersecurity vulnerabilities, Jeff said: "If you're an enterprise, you're going to want some cybersecurity defense because these new updated models are going to make attacks even more sophisticated." META and AMZN. For a full list of stocks, see here.) By subscribing 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 transaction alert before buying or selling a stock in his charitable foundation's portfolio. After Jim talks about a stock on CNBC TV, he waits 72 hours before executing the transaction. INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, WITH ITS DISCLAIMERS. NO CIVIL OBLIGATIONS OR DUTIES SHALL EXIST OR BE CREATED BY RESULT OF YOUR RECEIVING ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. EARNINGS ARE GUARANTEED.