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. The S&P 500 rose on Monday, helped by the strength of big tech companies. Club holdings Nvidia and Broadcom rose more than 3% on Friday’s broader market rally. In fact, Broadcom stock has benefited so much from increased AI investment that we raised our rating on Broadcom stock to 1, equivalent to Buy, on Friday. The call came on the heels of earnings from two of Broadcom’s largest clients, portfolio names Alphabet and Meta Platforms, both of which plan to increase spending on AI this year. 2. Melius Research downgraded Microsoft from “buy” to “hold.” Analysts say CEO Satya Nadella has “lost the AI story” and that the company’s focus on Copilot has not been as fruitful as expected. Melius also said the stock is “very expensive” given management’s new free cash flow estimates. While we acknowledge these concerns, they do not change our view of the stock. Microsoft is a name we’re going to stick with for the long haul. Additionally, the stock has responded well to Wall Street’s calls, rising more than 2.5% in Tuesday trading. 3. Corning’s stock price soared to an all-time high after a positive feature in the Wall Street Journal last weekend that described the company as an “AI superstar.” Monday’s 7% rise came amid strong 2026 results for the specialty glass maker, which is up nearly 50% year-to-date. Now that major publications like the Journal are paying attention to Corning’s AI capabilities, the temptation is to sell. I won’t do that. Corning has favorable partnerships, such as its $6 billion supply agreement with Meta, that could support demand for its fiber-optic cable business and further drive its stock price higher in the long run. (See here for a complete list of Jim Cramer Charitable Trust 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.
