My top 10 things to watch Monday, June 9 1. Warner Bros. Discovery will separate into two public companies by the middle of next year: a streaming and studios company, led by CEO David Zaslav, and a global networks business run by current CFO Gunnar Wiedenfels. The networks company — which will include Warner’s entertainment, sports and news channels like CNN and Discovery — will hold a 20% stake in the streaming unit. Shares jumped 9% on the news. 2. Apple’s annual Worldwide Developers Conference, which starts today, is a pivotal event for one of the portfolio’s most beleaguered stocks. Expectations are low, but like I was encouraged by the bounce in Apple stock Friday. 3. Jensen Huang delivers keynote Wednesday at Nvidia’s GTC Paris conference, which starts at 11 a.m. local time, 5 a.m. ET. No expectations but there are trade deal possibilities, including rare earth for Nvidia chips. Jensen says it is a “Goldilocks” moment to invest in the United Kingdom. Here are two more things we’re watching this week. 4. BMO Capital raised its price target on Oracle stock to $200 from $175 and said its new estimates show the company’s operating margins will be lower in both fiscal 2026 and 2027. Oracle reports quarterly results on Wednesday and the stakes are very high. It didn’t deliver the last time. 5. In my Sunday column , I question why we started a trade war with China without having the issue of rare earth elements all buttoned up. Here we are on the eve of the second round of talks with the Chinese , and we don’t have the cards. 6. Barclays took its PT on GE Vernova to $550 from $500, citing strong power generation order growth until 2028-2029. Big name for the Club, but wish it was even bigger. 7. Walmart PT raised to $110 from $105 at KeyBanc. The stock has been stalled here, maybe this will get it going. Top consumer internet pick. 8. Barclays lowered its PT for Lululemon to $270 from $276. The Street is not ready for 1% comps yet. The stock is still smarting from what people think is a true disaster brought on by high prices and stiff competition. 9. Broadcom price target raised to $265 from $215 at Barclays, remains a buy. The firm said demand for its AI custom chips shows no sign of slowing. We raised our price target on the stock last Thursday after the company reported its latest earnings results. 10. Barclays also raised its PT on Affirm to $67 from $53. I am saying this is the best “buy now, pay later” (BNPL) companies or Costco wouldn’t have chosen to partner with it. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at 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.
Jim Cramer’s top 10 things to watch in the stock market Monday
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