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. U.S. stocks rose Monday, though they’re still having a rough August. Nvidia (NVDA), which has been slumping recently, jumped about 5.5% to begin the week. Morgan Stanley reiterated Nvidia as a top pick heading into earnings, which the AI chip-making powerhouse is about to deliver on Aug. 23. On Monday, Jim Cramer identified that Nvidia remains to be a “highly valued stock,” reiterating what he discussed in his Sunday column about having some patience on the Club name. 2. Club name Coterra Energy (CTRA) was upgraded to overewight (buy) at Piper Sandler, which also boosted its price goal to $35 per share from $30. Jim reminded members that the Club bought more CTRA on the dip the morning following its bad quarter. Jim also talked about GE Healthcare (GEHC) and its recent slide. He said GEHC is his “favorite stock within the portfolio without delay,” adding “it is best to buy GE Healthcare.” We did last week . 3. Morgan Stanley defends Palo Alto Networks (PANW), taking the opposite side of the trade. The analysts said they see a more favorable setup into Friday’s earnings and investor update, as expectations have come down because the stock has dropped recently on a competitor’s warning. Morgan Stanley also thinks Palo Alto could potentially win its largest deal ever with Defensive Department. It could possibly be value an estimated $150 million to $200 million over the subsequent five years. (Jim Cramer’s Charitable Trust is long NVDA, CTRA, GEHC, PANW. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you’ll 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 a couple of 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.
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