Jim Cramer’s top 10 things to watch in the stock market Tuesday

1. UnitedHealth made its numbers — reporting second-quarter adjusted EPS of $6.80 versus the Street consensus of $6.66 — despite the most undeniably bad hack ever. The data breach in February at the company’s Change Healthcare unit forced it to take down its massive billing and payment processing service. UnitedHealth on Tuesday said it has so far spent more than $9 billion in advance funding and interest-free loans to support care providers and has restored most of its services. Total cyberattack impacts in the second quarter were $0.92 per share. Reputational risk?

2. Morgan Stanley reported second-quarter profits and revenue that topped analysts’ estimates. Investment banking looked better. Earnings: $1.82 per share vs. $1.65 estimate. Sales: $15.02 billion vs. $14.3 billion estimate. We’ll send out our full analysis on the Club holding’s report after its post-earnings call with analysts later this morning.

3. Barclays cut estimates for Amazon, Meta and Alphabet on odd depreciation expense issues, saying the Street is incorrectly modeling this “not-so-hidden cost of AI.”

4. Shopify was upgraded to a buy from hold at Bank of America. The bank said the company has turned a corner after years of declining margin. This company is the leader e-commerce for SMBs (small and medium-size businesses). Shares of the company rose 3% in the premarket.

5. Wells Fargo lowers price targets on casino group. Macau has lost some steam. Is it hopeless for Club name Wynn Resorts? I discussed one way out for the casino stock in my Sunday column.

6. Starbucks downgraded to hold from buy at Evercore ISI, citing weakness in China and the United States. This portfolio stock is turning into an intractable situation.

7. Club name Ford had its price target raised a buck to $17 at Barclays, which cited steady pricing and potential guide raises. The firm reiterated its buy rating. We have a 1 rating on shares.

8. Evercore added Vertiv to its “Tactical Outperform” list ahead of the company’s second-quarter earnings before the opening bell Wednesday. The firm cited moderate upside to data center. Super Micro says to me that things are very strong.

9. Official GOP stance on crypto: defending the right to own bitcoin and have it free from government intervention and scrutiny.

10. Reddit price target raised to $67 from $57 at JPMorgan and reiterated its buy rating. The firm said the internet stock is benefitting from digital advertising strength. Loop Capital, on the other hand, took Reddit down to a hold from buy, citing its significant premium valuation to peers.

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