The Club’s top 10 things to watch Monday, Nov. 17 1. Stock futures are relatively muted early this morning. The market is coming off a volatile week, driven by doubts about the sustainability of AI spending and whether a December interest rate cut is still on the table. 2. Morgan Stanley issued a double downgrade on Dell to sell on concerns that a memory pricing supercycle will hurt margins. Meanwhile, Morgan Stanley also downgraded HP Inc . to sell and Hewlett Packard Enterprise to hold. 3. The Financial Times reported Friday that long-time Apple CEO Tim Cook might step down next year. Apple’s senior vice president of hardware engineering, John Ternus, is seen as a potential successor, according to the report. Shares of Club name Apple are down more than 1% early this morning. 4. Analysts at Barclays upgraded Gap to a buy rating from a hold, citing the retailer’s ability to absorb tariff pressures. The firm also liked the company’s strong back-to-school season. We own TJX Companies. 5. TD Cowen upgraded Yum Brands to a buy from a hold, and raised the stock’s price target to $173 from $162. Analysts say that selling Pizza Hut, the embattled restaurant giant, would help improve its growth profile. 6. Club holding Boeing received $38 billion worth of 777x orders from Emirates. This is a good sign of demand for the struggling U.S. aircraft maker. 7. BMO Capital raised its price target on Club name Palo Alto Networks to $230 from $225 ahead of quarterly earnings on Wednesday evening. Analysts at the firm, who kept their buy rating on the stock, argued that cybersecurity remains an attractive investment area. The Club’s other cyber stock is CrowdStrike. 8 . Snowflake’s price target was hiked to $310 from $280 at Bank of America ahead of earnings in early December. The firm also maintained a buy rating on the shares. 9. Johnson & Johnson announced plans to purchase cancer therapy developer Halda Therapeutics for $3.05 billion in cash. This is yet another sign that M & A activity in biotech is heating up. Johnson & Johnson bought neurological drug maker Intra-Cellular Therapies early this year for $14.6 billion. 10. Novo Nordisk is cutting prices on its obesity drugs for cash-pay patients. Although the new prices are lower than Eli Lilly’s , the Club holding still has superior medications that should command a premium. 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.
The Club’s top 10 things to watch in the stock market Monday
Nov 17, 2025
