My top 10 things to watch Monday, Sept. 22 1. Wall Street was heading for a modestly lower open this morning after the S & P 500 closed at a record high on Friday. On tap this week : Club name Costco reports earnings after Thursday’s close, and the Federal Reserve’s favorite inflation gauge is out Friday morning. 2. Oracle named Clay Magouyrk and Mike Sicilia co-CEOs, replacing Safra Catz, who will become executive vice chair of the tech giant’s board. The stock surged 30% this month on bullish projections for its cloud infrastructure business, which is driven by demand for AI. 3. Barclays sees huge advertising opportunities for portfolio holding Meta Platforms with WhatsApp and Threads: $6 billion and $19 billion, respectively, in 2026 and 2027. 4. Wedbush raised its price target on Club holding Apple to $310 per share from $270. Analyst Dan Ives said the new iPhone upgrade cycle is being underestimated. I have been saying that for weeks. 5. Change at the top of T-Mobile . COO Srinivasan Gopalan will succeed Mike Sievert as CEO, effective Nov. 1. Sievert moves to the role of vice chairman. The stock has been the best performer in the telecom group. 6. Melius suggests a big catch-up trade coming for portfolio stock Microsoft . Lots of good things are happening at the software and cloud giant. 7. Pfizer announced it will acquire obesity drug developer Metsera in a deal valued at up to $7.3 billion, including future payments. Endless challenges to Eli Lilly in weight loss. 8. The Trump administration is expected to claim today that a link exists between pregnant women’s use of Tylenol and autism. Tylenol maker Kenvue said decades of research prove otherwise. The stock was down 4%. 9. Stifel raised its price target on Micron Technology to $173 from $145 ahead of earnings Tuesday. Kept its buy rating. The analysts see NAND flash memory strength and expect a higher capital expenditures guide for fiscal 2026, but not as much as revenue growth. 10. Wedbush raised its price target on advanced nuclear technology company Oklo to $150 from $80. The stock soared nearly 29% on Friday after the U.S. and the United Kingdom announced joint nuclear power ambitions. Nuclear is being pushed hard by Trump. Oklo shares have gained more than 530% this year. 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.
Jim Cramer’s top 10 things to watch in the stock market Monday
