My Top 10 Things to Watch Tuesday, November 11th 1. CoreWeave reported better-than-expected third-quarter earnings last night, but the stock is down this morning after the AI infrastructure provider’s disappointing full-year outlook. The stock price has fallen more than 10%. There is a lot of demand for CoreWeave, but the company essentially has to rely on subcontractors, and the deal with Core Scientific was not finalized. 2. The Nasdaq was scheduled to open this morning with Big Tech lower under pressure on Coreweave weakness. This follows a day when both the Nasdaq and S&P 500 rose strongly as lawmakers neared an agreement to end the historic government shutdown. 3. UBS upgraded Club Holding Linde’s rating from Hold to Buy. Analysts cited Linde’s profit growth in 2026 as a positive sign for the stock. The stock rose more than 1% this morning. 4. Bernstein analysts raised their price target on Tyson Foods from $52 to $60. Even if beef prices remain high, chicken margins remain strong for Jimmy Dean and the owners of Hillshire Farms, analysts said. The club’s name, Texas Roadhouse, has also been battling beef inflation. 5. Bank of America lowered its price target on Monday.com from $205 to $195, arguing that a modest third-quarter beat and a downwardly revised fourth-quarter outlook hint at growth concerns. Enterprise software stocks were down 1% this morning. In enterprise software, we have Salesforce, which is lagging behind. 6. Citi raised its price target on Expedia from $206 to $281 after the travel booking stock soared 17.5% following Friday’s explosive gains. Analysts maintain the rating on the company, believing that the current stock price balances risk and reward. This morning’s rally extends Expedia’s winning streak to five consecutive sessions. 7. Barclays raised its price target on Cummins from $430 to $515, but maintained its rating on the stock. Analysts noted that management’s comments regarding the highway market have passed a potentially negative peak. 8. BMO Capital likes Instacart, upgrading the grocery delivery stock from a hold rating to a buy. Analysts kept their price target unchanged at $58. Yesterday, Instacart announced better-than-expected quarterly results. Although currently slightly ahead of quarterly guidance, analysts said it “appears to be relatively conservative.” Instacart stock rose this morning following a streak of gains. 9. Rocket Lab stock rose nearly 9% this morning after the space company reported a much narrower-than-expected loss and better-than-expected revenue. It also beat guidance for the quarter at the midpoint of the range. Stifel and Roth Capital both raised their price targets to $75. 10. Benchmark said Paramount Skydance’s quarterly numbers show the model has real impact. Analysts raised their price target to $19 from $16 and maintained a Buy rating. Late yesterday, Paramount also said it expects to save an additional $1 billion from the merger. The stock price rose more than 4.5% on the news. Sign up for free for my Top 10 Morning Thoughts on the Markets email newsletter. Tomorrow at 6:30pm ET, I’ll be signing copies of my new book, “How to Make Money in Any Market,” at Barnes & Noble on Atlantic Avenue in Brooklyn. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investing Club, you’ll receive trade alerts from Jim Cramer before he 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.
