My top 10 things to watch Tuesday, March 25 1. Wall Street was heading for a higher open today following back-to-back gains. The rallies are being fueled by the hope that President Donald Trump will soften his approach to so-called reciprocal tariffs, set to go into effect April 2. Trump said in yesterday’s Cabinet meeting he “may give a lot of countries breaks.” 2. The Atlantic editor-in-chief Jeffrey Goldberg was included in a chat among administration officials about military plans. The chat shows Vice President JD Vance doesn’t want a spike in oil. The chat disparages Europe. Will we soon see big tariffs on European cars not made here? 3. Individuals have poured nearly $70 billion into stock market while professionals are slashing their exposure, according to a report in the Financial Times . Individuals are buying the dip while professionals flee because of Trump. 4. Alibaba Chairman Joe Tsai is warning the AI data center build out is showing early signs of a bubble. DeepSeek and now this? Is there a pattern in this modern day “Sputnik” battle for artificial intelligence? 5. Nvidia CEO Jensen Huang told me last week we are woefully short of data centers. In one year, Jensen said he’s learned that newer AI reasoning models require 100 times more computing computer than what we have now. 6. JPMorgan research analysts raised their Goldman Sachs price target to $625 per share from $605 and kept their overweight buy rating. The analysts said they updated their models on the Club name. 7. BTIG upgraded Capital One to a buy from neutral and kept its standalone price target of $208. The analysts said if the Discover deal goes through, the Club stock would be worth $427. Capital One closed Monday at $180. 8. BTIG upgraded Club name CrowdStrike to a buy with a price target of $431 per share. The analysts argued July 19, the day a botched CrowdStrike software update caused a worldwide computer outage, is in the “rearview mirror.” 9. Cloudflare got a double upgrade to buy at Bank of America. What were they doing with a sell? The analysts raised their price target to $160 per share from $60, calling it “one of the true ‘AI winners’ in software.” 10. Club name Amazon is holding a big spring sale, starting today and running through Monday. It’s a good catalyst to remind us just how well the company is doing. 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.
People walk outside of the New York Stock Exchange (NYSE) on September 13, 2024, in New York City.
Spencer Platt | Getty Images
My top 10 things to watch Tuesday, March 25
1. Wall Street was heading for a higher open today following back-to-back gains. The rallies are being fueled by the hope that President Donald Trump will soften his approach to so-called reciprocal tariffs, set to go into effect April 2. Trump said in yesterday’s Cabinet meeting he “may give a lot of countries breaks.”
2. The Atlantic editor-in-chief Jeffrey Goldberg was included in a chat among administration officials about military plans. The chat shows Vice President JD Vance doesn’t want a spike in oil. The chat disparages Europe. Will we soon see big tariffs on European cars not made here?
3. Individuals have poured nearly $70 billion into stock market while professionals are slashing their exposure, according to a report in the Financial Times. Individuals are buying the dip while professionals flee because of Trump.
