I’m watching my top 10 on Monday, September 22nd. Wall Street was heading towards a modestly low open this morning after the S&P 500 was closed on record at Friday’s high. On Tap This Week: Club Name Costco’s name reports revenue after Thursday’s closing, and the Federal Reserve’s favorite inflation gauge is out Friday morning. 2. Oracle has replaced Safra Catz, who will become the executive vice chair of Tech Giant’s Board, with the name Clay Magouyrk and Mike Sicilia Co-Ceos. This month, the bullish projection of cloud infrastructure businesses skyrocketed this month due to demand for AI. 3. Barclays has seen major advertising opportunities in 2026 and 2027 to hold a meta platform in their portfolio, which holds meta platforms with WhatsApp and threads respectively. 4. Analyst Dan Ives said the upgrade cycle for the new iPhone is underestimated. I’ve been saying that for weeks. 5. Change to the top of T-Mobile. COO Srinivasan Gopalan will replace Mike Sievert as CEO on November 1st. Sievert moves to the role of Vice-President. This stock is the best performance in the telecom group. 6. Merius is proposing a massive catch-up transaction for Microsoft portfolio stocks. There’s a lot of good things happening in the software and cloud giants. 7. Pfizer has announced that it will acquire obese drug developer Methosera on a contract worth up to $7.3 billion, including future payments. An endless challenge for Eli Lily in weight loss. 8. The Trump administration is expected to today assert that there is a link between Tylenol and autism use in pregnant women. Tylenol maker Kemb said decades of research proved that this was not the case. Inventory fell by 4%. 9. Stifel has increased its Micron Technology price target from $173 from $145 to $173 from revenue on Tuesday. I maintained my buy rating. Analysts look at NAND flash memory strength and expect a higher capital expenditure guide for fiscal year 2026, but not as much as revenue growth. 10. Wedbush has raised the price target for Advanced nuclear technology company Oklo from $80 to $150. Shares surged nearly 29% on Friday after the US and the UK announced joint nuclear ambitions. The nucleus is being pushed hard by Trump. Oklo’s shares have won over 530% this year. Sign up for free to my top 10 morning thoughts with our market email newsletter (see here for a full list of Jim Kramer Charitable Trust stocks). 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 will wait 72 hours after issuing a trade alert before running the trade. 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 outcomes or benefits are guaranteed.
