My top 10 things to watch Tuesday, July 14 1. S & P 500 futures rose this morning after key inflation data came in much weaker than expected. Consumer prices in June saw their biggest decline in over six years as energy prices retreated, providing a welcome – if temporary – respite from 2026’s persistent inflation. Fed Chairman Kevin Warsh is on Capitol Hill today and tomorrow. Inflation and interest rates will be the focus of lawmakers’ grilling. 2. Wells Fargo , one of our three bank stocks in the portfolio, posted second-quarter beats on top and bottom lines this morning: Earnings per share of $2 versus the expected $1.72, and revenue of $22.62 billion versus the $21.84 billion estimate. The efficiency ratio was 60%, better than the 63.2% estimate. Lower is better on that one. 3. Fellow Club name Goldman Sachs was better than expected on every line of its results. EPS of $20.98 per share, compared to the $14.48 LSEG consensus estimate. Sales of $20.34 billion versus the $16.13 billion expected. Watch your inboxes later today for our full earnings analyses of Wells and Goldman, including any changes to ratings and price targets. 4. Other bank stocks not in the portfolio also delivered solid results. Bank of America beat on the top and bottom lines, and reported that total investment banking fees rose 50% in the quarter to $2.1 billion. JPMorgan looks good, except FICC (fixed income, currencies, and commodities) sales and trading revenue of $6.05 billion, while up year over year, missed the Street estimate of $6.29 billion. 5. KeyBanc raised its price target on Intel to $155 from $110. Analysts pointed to a strong financial outlook from increased AI-driven server CPU demand. This is why we keep buying. We added to our position yesterday after TSMC reported strong June sales that suggested AI chips continue to exceed supply 6. IBM warned that its software and infrastructure business is getting hurt as clients shift spending to build out their AI operations, including servers, storage and memory chips. Shares are down 22% this morning after reporting weaker-than-expected preliminary Q2 earnings. 7. Bloomberg reports that Samsung is thinking of listing in the U.S., following this month’s successful offering of American depositary receipts of SK Hynix . We are running out of big money. We are heavily selling to buy new stock. 8. KeyBanc took its price target on UnitedHealth to $475 from $400. Analysts pointed to improving results for Medicare Advantage and other care companies as healthcare utilization continued to moderate through the first half of 2026. UnitedHealth will report its second-quarter earnings on Thursday morning. It should be huge. 9. Disney ‘s PT was lowered to $110 from $135 at Barclays ahead of earnings. Analysts said the quarter is less likely to be about tactical performance and more about dealmaking. That means Disney will be overlooked, as it’s not currently pursuing big-name acquisitions or divestitures. Meanwhile, speculation is mounting that rival streaming giant Netflix may be looking to acquire NBCUniversal. Netflix has so far denied these reports. 10. Barclays upped its PT on PulteGroup to $123 from $112 ahead of earnings. It’s not much of a raise, given that the stock closed around its new target yesterday. Analysts said that “sluggish trends leave minimal catalysts” for homebuilders like this one. For housing-exposed names, we own Home Depot . This stock has lagged in 2026 as mortgage rates stay stubbornly high and hold back housing activity. 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
Jul 14, 2026
