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 have started the week with all sectors in the green except consumer staples. As stocks extend last week’s gains, Jim Cramer is keeping a close eye on the 10-year Treasury yield, which hovered at 4% on Monday. He called the move “incredibly positive” because there are so many stocks with yields above this. “That makes me want to buy stocks,” he added. Jim also reflected on his recent trip to San Francisco, where he met with various CEOs to gain fresh insights into artificial intelligence, the stock market, and broader economic trends. In his Sunday column, he shared his top 10 takeaways from meetings with investment club members. 2. Boeing shares rose more than 1% on Monday after the company was given the official green light late Friday to increase monthly production of the 737 MAX from 38 to 42 planes. The plan was hinted at in reports last month, but this is now formal confirmation, paving the way for increased monthly deliveries and stronger free cash flow. When Boeing releases its earnings next week, we’ll be watching to see what the non-cash charges will be for the company’s next-generation long-range jet, the 777x program, designed to be the largest twin-engine jet in history. “This is a cash flow story, and they have been consistently losing money for years. Now is the time to attack,” Jim said. 3. “2026 is going to be a very good year” for Starbucks, Jim said after interviewing CEO Brian Nicol last week about the company’s turnaround. The coffee giant’s shares were among the biggest gainers on the market last week. Since closing at a 52-week low on October 10, the stock has risen 8.7%. Morgan Stanley also feels confident, raising its price target on Starbucks stock to $105 from $103 on Monday. Analysts said the next quarter is likely to see negative profits from its core North American business and is unlikely to show significant progress. But with changes from Green Apron’s service model (Starbucks’ new hospitality-focused initiative focused on improving the customer experience), a reorganization, and new coffee products, it could have a better 2026. Jim ended his interview with Nicol feeling optimistic about the company’s future trajectory, especially after hearing that the company’s China operations were worth more than $10 billion, much higher than previously thought. “I think you buy that stock, and you’ll buy it today,” Jim said. 4. Stocks mentioned in rapid succession on Monday at the end of the video were Skyworks Solutions, Marvell Technology, Darden Restaurants, Cleveland Cliffs, and Prologis. (Jim Cramer’s Charitable Trust is long BA, SBUX. 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.
