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. The S & P 500 hit an all-time excessive Monday as the market welcomed President Donald Trump ‘s optimistic replace that commerce talks between the U.S. and China have been going “very well.” Treasury Secretary Scott Bessent stated the two sides reached a “framework” deal on TikTok, which is owned by China-based ByteDance. Elsewhere, buyers are additionally trying forward to Wednesday’s anticipated Federal Reserve rate of interest minimize. And, with tech up Monday, we took some earnings to scale back our outsized Broadcom place weight in the portfolio. The stock has been on hearth since earnings earlier this month. On Thursday, we let members know we have been trying to trim once we weren’t restricted. 2. Nvidia shares have been flat Monday after the U.S. chipmaker was accused by China of breaking antitrust legal guidelines. But this concept “that maybe there’s some good movement in trading talks with China may be good, makes me even less worried about Nvidia,” and information of the investigation, Jim Cramer stated. According to China’s market regulators, Nvidia’s acquisition of Israeli tech firm Mellanox in 2020 violated circumstances of China’s anti-monopoly legislation. Jim believes the transfer by China is “politically motivated.” Last month, Nvidia minimize a take care of the U.S. authorities to enable exports of a few of its chips to China. “I am hoping that this company is part of a comprehensive deal” in commerce negotiations with China, Jim stated. 3. “We need to buy a lot more Boeing, ” Jim stated Monday. The Club began a place in the plane big on Sept. 8 and added shares Friday. Boeing shares have fallen roughly 5.8% since our initiation, seemingly due to the newest reviews that the firm is behind on certifying its newest 777X jet. But for Jim, that is one other shot to load up. “I really want to pound the table on Boeing,” Jim stated, reiterating that members ought to “own” the stock. 4. Stocks coated in Monday’s speedy hearth at the finish of the video have been: Tesla Inc ., VF Corp. , CoreWeave , Union Pacific , and Builders FirstSource . (Jim Cramer’s Charitable Trust is lengthy AVGO, BA, NVDA. 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 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.