My top 10 things to watch Tuesday, April 14 1. Stocks are headed for a higher open, including the Nasdaq. The tech-heavy index enters today’s session up nine sessions in a row, its longest winning streak since December 2023. Stocks rallied yesterday, as investors looked past a breakdown in Iran peace talks. Be careful if you buy. The market is extremely overbought. Oil prices are down this morning. Despite last month’s spike in crude, the government’s March read on wholesale inflation this morning came in tamer than expected. 2. Our newest Club name Johnson & Johnson reported a solid first quarter. Top and bottom line beats, and its key growth drugs, Tremfya in immunology and Darzalex in oncology, also topped estimates. Management raised guidance for this year and reiterated that they see a path to double-digit growth later this decade. This stock can be a wild trader on earnings days, but don’t let that scare you. 3. Wells Fargo stock fell nearly 3% this morning on a disappointing first quarter. It looks like a miss on a lot of line items. The bank posted net interest income of $12.1 billion for the quarter, which was below estimates of $12.3 billion. Revenue came in below the analyst consensus as well. The Club will release a full earnings analysis later today on Wells and J & J. 4. JPMorgan posted earnings results that looked much better than investment banking rival and Club name Goldman Sachs . Case in point: Fixed income, currency, and commodities revenue was strong for JPMorgan, but a blemish in Goldman’s release . Citigroup beat estimates, boosted by fixed income gains. JPM stock fell, and Citi shares rose. 5. Blue Owl raised $400 million in the bond market at 6.5%. This is the OBDC, which is a so-called business development company. Big victory and could help with redemptions. Goldman didn’t have trouble with its internal BDC yesterday. Crisis averted? Or delayed because the Blue Owl picks are software, which bounced yesterday 6. According to media reports, United Airlines CEO Scott Kirby is said to have pitched the deal with American Airlines at the White House during a meeting with President Donald Trump in late February. United Airlines and American Airlines shares are up 1.5% and nearly 9%, respectively. 7. Citi raised its Starbucks price target to $99 from $92 ahead of earnings. Analysts said that store closures and marketing initiatives should push same-store sales above estimates. Not the only bull call on Starbucks. The stock was upgraded at Jefferies yesterday. Don’t get too excited, though. Investors should keep expectations low. 8. Piper Sandler reiterated Microsoft as a buy, but lowered its price target to $500 from $600. Analysts pointed to weakness in enterprise software throughout 2026. Mizuho took Microsoft to $515 from $620 as well. The calls are emblematic of how this stock has fallen from grace. Shares are down more than 20% year to date. 9. Some love for Apple . The stock’s price target was bumped up to $325 from $320 over at Bank of America ahead of earnings. Analysts predicted upside to estimates on strong iPhone sales and double-digit services revenue growth. Unfortunately, no one else sees this. The company is expected to report on April 30. 10. Citi added an “upside 90-day catalyst watch” on Alphabet into earnings. Analysts said that the Google parent will likely beat expectations on April 29, given its positive online advertising checks. The firm raised Alphabet’s PT to $405 from $390 and reiterated the stock as a buy. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Jim Cramer’s top 10 things to watch in the stock market Tuesday
Apr 14, 2026
