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 is flat on Monday morning, coming off session lows on news that Federal Reserve Chair Jerome Powell is under a criminal investigation by the Justice Department tied to the $2.5 billion renovation at the central bank’s headquarters. Powell said the probe is the result of his refusal to quickly cut rates at President Donald Trump’s demand. Financials are the worst-performing sector after Trump called for a one-year 10% cap on credit card interest rates, beginning Jan. 20. Meanwhile, Jim Cramer is at JPMorgan’s annual health-care conference, where execs from portfolio holdings Eli Lilly , Bristol Myers , and Danaher are presenting. 2. CrowdStrike was downgraded to a hold-equivalent rating at KeyBanc. Analysts said they “see a measured budget outlook for security in 2026.” They also noted a premium valuation, with the stock trading at a higher multiple than peers, and said they are uncertain about AI’s contribution to security spending this year. “There are maybe some concerns about the budget outlook, but we would argue that companies should really be doubling down now on their cyber spend,” said Jeff Marks, director of portfolio analysis for the Club. We have a 1 buy-equivalent rating on the stock. 3. Dover shares rose modestly after Citi added the company to its upside 90-day catalyst watch. Analysts see a “strengthening outlook for organic growth” this year alongside margin expansion and capital deployment opportunities. The firm also anticipates relatively strong earnings per share for the fourth quarter and good guidance for 2026. “I like the call,” Jeff said. “It’s a lot of what we’ve been saying since the third-quarter repor t when the [Dover] CEO, Rich Tobin, came on Mad Money ,” said Jeff. In his interview with Jim, Tobin said he did not forecast any of Dover’s individual businesses to decline this year. (Jim Cramer’s Charitable Trust is long LLY, BMY, DHR, CRWD, DOV. See here for a full list of the stocks.) 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.
We’re fans of Citi’s call on industrial that’s tied to the AI buildout
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