Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. Stocks are taking a breather on Monday after Friday’s session noticed the S & P 500 , Nasdaq , and Dow Jones Industrial Average rating document highs. Much of the market’s energy continues to come from the megacap tech cohort, together with the Club’s “own it, don’t trade it” title, Apple . Shares of the iPhone maker are up greater than 4% Monday on indicators of strong demand for its newest iPhone 17. Elsewhere, Jim Cramer finds the weak point in Boeing stock as a chance to construct on the Club’s small place. Our technique is, “Let’s buy on the way down and get bigger,” Jim mentioned, including he would buy if shares hit $210. The stock traded at about $212 noon and remains to be up almost 20% this 12 months, which is why Jim prefers to await a pullback earlier than including extra. We purchased Boeing shares on Friday. 2. Meanwhile, Microsoft was down barely to $515 a bit after Melius Research analyst Ben Reitzes famous the stock has underperformed within the third quarter, rating amongst “the worst of the elite eight” tech shares, which incorporates Alphabet , Amazon , Apple, Broadcom , Meta , Microsoft, Netflix and Nvidia . However, Reitzes mentioned the energy of Microsoft’s cloud enterprise Azure offers a long-term benefit. Jim takes another view: “The stock is resting after a remarkable run.” Microsoft stock is up 31% since its April lows of $355 per share. 3. Jim additionally highlighted ignored industrials DuPont and Honeywell . Dupont shares gained almost 1% Monday as the corporate strikes nearer to spinning off its electronics enterprise into an impartial firm, Qnity Electronics, by Nov. 1. Jim mentioned the stock may climb to $100 per share, a roughly 28% enhance from its present value of $78. Honeywell is planning its personal separation with its Advanced Materials spinoff scheduled for late 2025. “There’s nothing wrong with Honeywell and there’s nothing wrong with DuPont,” Jim mentioned, including, “the split-ups have always worked.” 4. Stocks lined in Monday’s speedy hearth on the finish of the video had been: T-Mobile , Pfizer , Oracle , Molson Coors , and Brinker International . (Jim Cramer’s Charitable Trust is lengthy AAPL, BA, MSFT, DD, HON. See right here for a full listing of the shares.) 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 couple of 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.