Jim Cramer's top 10 things to watch in the stock market Monday

My top 10 things to watch on Monday, March 18

  1. Tech stocks rise early Monday, setting up the Dowhe S&P 500 and the Nasdaq for a stronger session. Especially the Nasdaq. Friday's declines caused all three stock indexes to decline throughout last week. The Federal Reserve maintains its march meeting on Tuesdays and Wednesdays. A pick-up in inflation and stronger economic data delays a first interest rate hike until June at the earliest.
  2. super microcomputer It joins the S&P 500 index on Monday. Shares of the AI ​​server maker are up 275% so far this year and more than 1,000% in the past 12 months.
  3. Jensen World and are we ever ready?. Founder and CEO Jensen Huang speaks at NVIDIAGTC Annual Developer Conference on Monday. Will this be an opportunity to introduce the next generation of the Blackwell B100 graphics processing unit (GPU) – twice the performance of the H200 and five to six times the performance of the H100? Or will Jensen's speech be more philosophical? For me, it's about accelerating computing by bringing generative AI together on one platform. Shares of club name Nvidia are up 77% so far this year after tripling in 2023.
  4. Apple yields to AlphabetIs Google the engine of artificial intelligence? Apple is in talks to add Gemini to the iPhone. Alphabet CEO Sundar Pichai pays Apple 36% of his Safari revenue. Huge for Google, which has had several missteps in artificial intelligence, most recently the Gemini photo generator that created historically inaccurate images. Alphabet shares are up about 5.5% according to the report. Apple is up more than 1%. Both are club names.
  5. Mizuho releases incredibly optimistic club name Metaplatforms investigation Note. Analysts see improvement in monetization on Reels. They also see a purchasing partnership with Amazon. Turning point of social networks towards a transaction platform? How about AI? WhatsApp Tools, perhaps this is where the partnership with Nvidia could excel? Meta shares are up more than 1%.
  6. memory chip manufacturer Micron technology reports earnings after the closing bell on Wednesday, and analysts expect a rise and rise. The stock is up nearly 4% in premarket trading. We are more focused on the details about the state of demand for AI solutions. Barclays raises price target to $120 per share from $95. In a preliminary note published Friday, Citi analysts highlighted that Micron's high-bandwidth memory solution ships with Nvidia's artificial intelligence systems.
  7. Bank of America improves club name Eaton price target at $325 per share from $320 after last week's tech event. Analysts see a greater need for the energy management solutions Eaton offers.
  8. Morgan Stanley does PepsiCo a first choice and remove that designation from the club's name Constellation marks, the company behind Mexican beers Corona, Modelo and Pacífico and some wines and spirits. Constellations Brands is expected to report its results next month.
  9. Citi increases Devon Energy price target at $55 per share from $52. This group is quietly making a comeback. SLB almost exploded. Something to see. In oil and natural gas, the Club owns shares in a single company, Coterra Energy.
  10. Loop Capital increases Dick's Sporting Goods price target of $150 to $220 per share and maintains a hold rating. Barclays rises to $239 from $194 and remains overweight in buy equivalent. Analysts are encouraged by the retailer's recent quarterly increase and guidance.

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