Every week, the CNBC Investment Club with Jim Kramer will host a live stream of “Morning Meeting” at 10:20am. Here’s a summary of Monday’s key moments. 1. Stocks are taking their breath away on Monday after seeing the S&P 500, NASDAQ and Dow Jones Industry Average Score Score Staor High in Friday’s session. Many of the market’s strengths continue to emerge from Megacap Tech Cohort, such as Apple, named “owner, don’t trade it.” The iPhone maker’s stocks rose more than 4% on Monday, in signs of robust demand for the latest iPhone 17. Elsewhere, Jim Kramer has found Boeing Stock’s weaknesses as an opportunity to build up a small club position. Our strategy is, “buy along the way and get bigger,” Jim said, adding that he will buy if the stock reaches $210. The stock is trading at around $212 at noon and is still up nearly 20% this year, so Jim prefers to wait for a pullback before adding more. I bought some Boeing shares on Friday. 2. Meanwhile, Microsoft went just $515 per piece after Melius research analyst Ben Reitzes said the stock was insufficient in the third quarter. This includes Alphabet, Amazon, Apple, Broadcom, Meta, Microsoft, Netflix, and Nvidia. However, Reitzes said the strength of Microsoft’s Cloud Business Azure offers long-term benefits. Jim takes another view: “Inventory is on the verge of rest after an astonishing run.” Microsoft stock has grown 31% since its weight loss in April at $355 per share. 3. Jim also highlighted the overlooked industrialists DuPont and Honeywell. DuPont’s shares rose nearly 1% on Monday as the company approached spinoff its electronics business to Qnity Electronics, an independent company. Jim said the stock could rise to $100 per share, up about 28% from the current price, up from the $78 price. Honeywell is planning its own separation with Advanced Materials Spinoff, scheduled for the second half of 2025. 4. The stocks covered in Monday’s rapid fire at the end of the video were T-Mobile, Pfizer, Oracle, Molson Coors, and Brinker International. (Jim Kramer’s Charitable Trust is a long AAPL, BA, MSFT, DD, HON. Jim waits 45 minutes after sending a trade alert before purchasing or selling stocks in the Charitable Trust portfolio. If Jim talks about stocks on CNBC TV, he waits 72 hours after issuing a trade alert before carrying out the transaction. The above investment club information is subject to our Terms of Use and Privacy Policy, along with the disclaimer. Due to receiving information provided in connection with the Investment Club, there is no obligation or obligation of the fiduciary. No specific outcome or profit is guaranteed.
