Jim Cramer’s CNBC Investment Club hosts a “Morning Meeting” livestream weekdays at 10:20 a.m. ET. A recap of Monday’s key moments. 1. Stocks soared on Monday after President Donald Trump said in recent days that the United States and Iran were in “productive” talks on resolving the Middle East conflict and had halted attacks on Iranian power plants and energy infrastructure. As a result, the average price of the three major crude oils rose about 2%, while the international oil benchmark Brent crude oil fell 10% to $100 per barrel. In our portfolio, Qnity Electronics rose more than 5%, making it one of the biggest gainers in the S&P 500. Cyclical stock Capital One rose nearly 3% as falling oil prices reassured consumers. On the technology side, Broadcom and Nvidia were at about 4% and 1.5%, respectively. Last week’s market ended solidly oversold at -7 on the S&P Short Range Oscillator, our trusted momentum indicator. Jim Cramer “personally prefers to leave things alone” rather than ride the pullback and sell, citing rapid changes in investor sentiment. At the same time, Jeff Marks, director of portfolio analysis, said it makes sense for investors looking to raise cash to lock in some profit. But the club has plenty of cash. 2. Another stock that outperformed the club on Monday was GE Vernova, whose stock rose 5% to hit a 52-week high of nearly $921 during the session. Bullish comments from Morgan Stanley spurred a rally in gas turbine maker stocks. Analysts raised their price target on the stock from $871 to $960 and reiterated their buy rating. The company said gas turbine prices are rising further as AI-related demand continues to be strong, which is positive for GE Vernova’s profits. Jim pointed out that GE Vernova gas turbines have been sold out for years. Morgan Stanley added that its electrification business, with products such as transformers and switchgear that help distribute the power generated by turbines throughout the grid, will support “incremental medium-term growth.” 3. Jim said some investors may have hastily written off Apple’s China operations following two Wall Street research notes. Bank of America said its supply chain research suggests Apple may launch its first foldable iPhone this year, and analysts expect demand from China to increase. Morgan Stanley said in a separate note that its survey for the second half of 2025 found that China’s upgrade intent rate has reached an all-time high. Analysts also said interest in foldable iPhones is surprisingly high, especially in China. “We’re giving up on China. We’re really missing the point in one of our most important markets,” Jim said. In its latest quarterly earnings report, Apple’s China business showed strength after overcoming some recent challenges. 4. The stocks featured at the end of Monday’s video were Synopsys, Venture Global, and MongoDB. (Jim Cramer’s charitable trusts are LongQ, COF, AVGO, NVDA, GEV, AAPL, and GLW. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
