The Club’s 10 things to watch Monday, Aug. 18 — Today’s e-newsletter was written by Zev Fima, the Club’s portfolio analyst. 1. Stocks are poised to begin the week a bit decrease. Crypto is continuous to dump, and the yield on the 10-year Treasury notice is down barely to 4.295%. Oil and gold barely greater. The Fed’s Jackson Hole retreat and retail earnings are large occasions this week . 2. Geopolitics are additionally entrance and heart. Ukranian President Volodymyr Zelenskyy is headed again to the White House as we speak to talk about ending the struggle with Russia. Leaders from the U.Okay., France, Germany, Italy, Finland and the EU are additionally anticipated to be in attendance. President Donald Trump met with Russia’s Vladimir Putin on Friday. 3. Cantor Fitzgerald upped its worth goal on Club identify Nvidia to $240 a share from $200 and reiterated its chubby purchase ranking. Analysts stated with Blackwell totally ramping and demand for AI not letting up, estimates will want to go greater. China is potential upside too. Morgan Stanley was additionally constructive on Nvidia this morning. 4. Club stock Home Depot’s worth goal at Stifel was raised to $432 from $425, and analysts reiterated their purchase ranking forward of earnings tomorrow morning. While analysts stated enterprise developments in the second quarter had been blended, expectations for decrease charges helped assist the stock. 5. Roth Capital lower its worth goal on Coterra Energy to $27 from $32. It saved its purchase ranking on the stock, whereas downgrading numerous names in the vitality complicated, citing extra provide hurting pure fuel costs. We exited Coterra final week, arguing you may’t outrun your commodities. 6. Club identify Meta is predicted to debut its “Hypernova” system subsequent month, Bloomberg News reported. The system will function smart-glasses capabilities, comparable to the current Meta Ray-Ban line, and a small show. Hypernova will begin at lower than $1,000 and is “a precursor to full-blown augmented reality glasses,” Bloomberg reported. 7. Lackluster gross sales of Apple’s Vision Pro due to its excessive price ticket and an absence of compelling options had been highlighted in the identical Bloomberg story. Apple’s premium technique works for iPhones as a result of the smartphone market is far more mature than the one for headsets. The Club holding is predicted to ship a less expensive, lighter Vision Pro in 2027, which may assist develop the market. 8. Barclays decrease its Salesforce worth goal to $316 from $347. While analysts’ channel checks confirmed strong demand, AI stays a key supply of concern amongst software program traders. We not too long ago mentioned how AI adoption can scale back the want for particular person software program licenses. Activists could also be Club identify Salesforce once more. 9. Shares of beaten-up Novo Nordisk rose by 3% this morning on information that its GLP-1 weight problems drug Wegovy obtained extra approval from U.S. regulators to deal with a sure sort of liver illness generally known as MASH. Club stock Eli Lilly can also be finding out its lead GLP-1 as a MASH remedy. 10. Another win for the nuclear cohort: Google and Kairos Power stated as we speak that the latter’s superior nuclear plant can be hooked into the Tennessee Valley Authority’s electrical grid by 2030. Plus, TVA has agreed to purchase energy from the reactor and the electrical energy will assist energy Google information facilities in Tennessee and Alabama. Sign up for my Top 10 Morning Thoughts on the Market electronic mail e-newsletter totally free (See right here for a full listing of the shares at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you’ll obtain a commerce alert earlier than Jim makes a commerce. Jim waits 45 minutes after sending a commerce alert earlier than shopping for or promoting a stock in his charitable belief’s portfolio. If Jim has talked a few stock on CNBC TV, he waits 72 hours after issuing the commerce alert earlier than executing the commerce. 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.