Jim Cramer’s CNBC Investment Club hosts a “Morning Meeting” livestream weekdays at 10:20 a.m. ET. A recap of Monday’s key moments. 1. Stocks rose at the start of a holiday-shortened business week as the deal made headlines. Jim Cramer highlighted that asset manager Janus Henderson has agreed to be acquired by General Catalyst and Nelson Peltz’s Trian for $7.4 billion. Jim said Janus is going private so he “doesn’t have to worry about housing.” Jim added, “That’s going to be the trend in 2026.” Reuters reported that SoftBank is rushing to complete its $22.5 billion funding commitment to OpenAI by the end of the year. “That’s very bullish,” Jim said. After all, OpenAI has been a huge key to the success of data center stocks. 2. Nvidia stock rose more than 1% on Monday after Reuters reported that the company plans to start exporting its H200 chips to China by mid-February. Earlier this year, CEO Jensen Huang excluded China from Nvidia’s guidelines, citing trade restrictions imposed by the United States. And about two weeks ago, the U.S. government approved Nvidia’s second-best chip for sale in China. “This is very important because it means we can increase our numbers next year,” Jim said. In Sunday’s column, Jim refuted reports of the Wall Street bear incident. 3. Honeywell stock fell more than 1% after management disclosed a one-time charge of approximately $470 million in the fourth quarter related to a potential settlement with commercial airline FlexJet. This fee would reduce Honeywell’s GAAP revenue by $310 million and reduce operating income by $370 million. Jim called the news “disappointing,” but added, “The actual drop in numbers comes from the fact that they discontinued Solstice. It’s no longer their responsibility.” We own 100 shares of Solstice, a Honeywell spinoff company. “I love Solstice. It’s the only chemical company I actually like,” Jim added. 4. Stocks featured in Monday’s rapid fire at the end of the video were Janus Henderson, Marvell Technology, Ollie’s Bargain Outlet, Cintas, and Paychex. (Jim Cramer’s charitable trusts are long: NVDA, SOLS, HON. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
