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 stock market is up Monday, with the Dow hitting a record high as investors see minimal risk from the U.S.’s surprise capture of Venezuelan leader Nicolas Maduro over the weekend. Crude oil prices edged up modestly while oil stocks like Chevron , Exxon , and SLB surged on the news. Jim Cramer warned investors to “think about tomorrow,” adding that access to Venezuela’s vast oil reserves will not prompt immediate investment from U.S. oil companies. “These things are all spec [speculation], and I don’t like spec,” Jim said. “I’d rather buy Nvidia up a dollar than I would buy Chevron up $7 or $8.” 2. Dover stock was upgraded to a buy from a hold-equivalent rating at UBS, with the firm raising its price target to $256 from $200. Analysts expect Dover’s organic growth to accelerate in 2026, following two years of cyclical challenges. UBS, however, downgraded fellow Club name Eaton to a hold and lowered its price target to $360 from $440. Although the analysts acknowledged Eaton’s strong position in the AI buildout, they expect 2026 guidance to come in below the Street’s estimates. “Eaton is the only company that is really able to turn the power that goes into these data centers into something where you can save a little bit,” Jim said. “I don’t think it’s a good call. I think it’s a bad call.” 3. Monday also marks a week since the Club started a position in Alphabet . We exited the tech stock entirely last March, but now recognize that things have changed. We’re very bullish on Gemini, Google’s family of large language models and its related AI assistant. “It’s really Gemini that’s driving this for me,” Jim added. “I think Gemini is going to turn out to be a winner.” 4. Stocks covered in Monday’s rapid fire at the end of the video were: Intel , Marvell Technology , CoreWeave , Emerson Electric , United Rentals , and Coinbase and Adobe . (See here for a complete list of the stocks in 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.
Cramer rebuts analyst call, warns oil stock rally is all speculation
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