My top 10 things to watch Monday, Feb. 2 1. The S & P 500 is down this morning as Wall Street kicks off a new trading month. Bitcoin fell below $80,000 for the first time since April 2025, causing crypto-linked names like Robinhood and Coinbase to get hammered. In my Sunday Column , I said we’re keeping a close eye on earnings from Alphabet and Amazon this week, along with fresh employment data on Friday. 2. Nvidia stock declined 1.5% premarket after The Wall Street Journal reported that the chipmaker’s plans to invest $100 billion into OpenAI were stalled. We know Nvidia wants to be in, but we just don’t know how much it is committing. Own, don’t trade this stock. 3. Google’s self-driving car business, Waymo, is reportedly close to finalizing a $16 billion funding round, according to the Financial Times . Google’s parent Alphabet will contribute more than 75% of the amount raised, the report said. The Club stock fell more than 1% this morning. 4. Oracle shares jumped more than 6% premarket after the software company announced plans to raise $50 billion to increase AI capacity for its customers. The funding will be raised in both equity and debt. In response, TD Cowen forecast that Oracle would consider layoffs to free up cash flow. 5. Disney posted a quarter this morning that clobbered analysts’ expectations for earnings and revenue. Results were boosted by its experiences division, which includes sales from theme parks, resorts, and cruises. The company has been ramping up its buybacks. We exited Disney in November after a disappointing quarter. 6. Barclays raised its price target slightly on Club name Dover to $206 from $205, and maintained a hold rating on shares. The analysts said that acquisitions for the company could be a “potentially powerful lever” to get the stock’s valuation multiple up this year. 7. Barclays also lifted its price target on GE Vernova to $849 from $840. The firm likes the power equipment maker’s electrification push. I said on Friday that the stock will shoot to $1,000, especially if Microsoft signs an energy deal with the company to support AI infrastructure. Shares of the company slid earlier last week after weaker-than-expected earnings — a move we saw as a buying opportunity. We upgraded the stock to a 1 buy-equivalent and reiterated our $800 price target. 8. Jefferies raised its Boeing PT to $295 from $290 and reiterated a buy rating. The aircraft maker reported mixed quarterly results last week but showed progress in the turnaround efforts led by CEO Kelly Ortberg, who took the job less than 18 months ago. 9. Colgate on Friday posted better-than-expected growth for the fourth quarter by ever so small a margin. beat earnings and revenue expectations in the fourth quarter, thanks to Europe and Latin America. Wall Street loves the household products maker. JPMorgan, BofA, Citi, and Morgan Stanley all raised their price targets. Shares are up roughly 15% so far this year. 10. Goldman Sachs added ServiceNow to its U.S. conviction list and predicted the company can sustain 20% organic growth annually through 2029. Is a stand being made on enterprise software-as-a-service (SaaS)? 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 Monday
Feb 2, 2026
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