Club’s Top 10 to Watch Tuesday, December 30th 1. The stock market is little changed this morning after the S&P 500 posted consecutive losses. With a few business days left on the calendar, the three major stock averages are on track for double-digit gains in 2025. Today, all eyes will be on the minutes of the December meeting of the Federal Reserve Board (FRB), scheduled to be released at 2:00 pm ET. The US stock market will be closed on Thursday for New Year’s Day. 2. Copper is on track for its biggest one-year increase since 2009. Precious metals are getting a boost from massive spending on artificial intelligence, supply chain disruptions and a weaker US dollar. Copper prices have soared more than 40% since the beginning of the year. 3. The club that owns Meta Platforms has announced its final acquisition of the year, this time the acquisition of AI agent developer Manus. Terms were not disclosed, but the Wall Street Journal reported late Monday that the deal was valued at more than $2 billion. Analysts at Rosenblatt said the partnership “could be transformative for the company, comparable to Meta’s acquisitions of Instagram in 2012 and WhatsApp in 2014.” 4. Another interesting report from the Wall Street Journal this morning is about how data center expansion is boosting electricity demand and how Caterpillar stock is benefiting thanks to natural gas-fired generators. As a result, Caterpillar’s power and energy division has experienced the fastest growth in the company. The same goes for GE Vernova, a club that manufactures large natural gas turbines to support data center construction. The stock is up more than 100% this year. 5. Wedbush’s Dan Ives highlighted the club’s holdings of Microsoft, Apple, and CrowdStrike as one of the five major stocks that will “carry the AI revolution through 2026.” The other two are Palantir and Tesla. 6. Applied Digital shares rose in the premarket after the data center operator late Monday announced a spinoff of its cloud division to merge with Nasdaq-listed Exor Bionics. Following the announcement, Exor’s stock price rose about 47%. 7. Boeing wins an $8.58 billion contract from the U.S. Air Force to build fighter jets for the Israeli military. This is one of many contracts the aerospace giant has secured for 2025. Last month alone, Boeing received a total of 164 orders for the aircraft. This widened its sales lead over European rival Airbus. 8. Raymond James raised Aflac’s price target from $110 to $119. Analysts maintained a buy rating on the stock and pointed to the insurance company’s strengthening of its profitability from 2026 onwards. 9. Citizen raised its price target on cloud communications platform Twilio from $165 to $185 following recent testing showing increased interest in voice AI solutions. Analysts reiterated their Buy rating on the stock. The new price target represents an increase of about 31% from Monday’s closing price. 10. Raymond James removed Shack Shack from his “Analyst Recent Favorites” list. The company reiterated its Buy rating on the fast-food chain, but analysts noted softening industry trends through the fourth quarter. The club owns the restaurant Stock Texas Roadhouse. Sign up for free for my Top 10 Morning Thoughts on the Markets email newsletter. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investing Club, you’ll receive trade alerts from Jim Cramer before he 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.
