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. Stocks surged Monday after President Donald Trump said the U.S. and Iran had “productive” discussions in recent days about a resolution to the Middle East conflict, and that he was halting strikes on Iranian power plants and energy infrastructure. That drove the three major averages up roughly 2% and pushed international oil benchmark Brent crude down 10% to $100 per barrel. Within our portfolio, Qnity Electronics rallied over 5%, among the largest gainers in the S & P 500 . Capital One , an economically sensitive stock, climbed almost 3%, as the fall in oil prices provides relief to consumers. On the tech side, Broadcom and Nvidia roughly 4% and 1.5%, respectively. The market ended last week firmly oversold at minus 7 on the S & P Short Range Oscillator , our trusted momentum indicator. Jim Cramer believes instead of selling into the bounce, “I personally want things to let ride” because of the fast changes in investor psychology. At the same time, Director of Portfolio Analysis Jeff Marks mentioned that for investors looking to raise cash, booking some gains is rational. We have ample cash at the Club, though. 2. Another Club outperformer on Monday was GE Vernova , whose shares were up 5% and set a fresh 52-week high of nearly $921 during the session. A bullish note from Morgan Stanley added fuel to the rally in the gas turbine maker’s shares. The analysts raised their price target on the stock to $960 from $871 and reiterated their buy-equivalent rating. The firm said continued strong AI-related demand is pushing gas turbine prices even higher, which is good for GE Vernova’s margins. Jim noted that GE Vernova’s gas turbines are sold out for years. Morgan Stanley added that the company’s electrification business — home to products like transformers and switchgear, which help distribute the electricity its turbines generate across the grid — will support “incremental medium-term growth.” 3. Jim said some investors might’ve been too quick to write off Apple’s business in China following a pair of Wall Street research notes. Bank of America said its supply chain checks suggest Apple will introduce its first foldable iPhone this year, with analysts expecting higher demand from China. In a separate note, Morgan Stanley said its late 2025 survey found upgrade intention rates in China reaching all-time highs. Analysts also said interest in the foldable iPhone was surprisingly high, especially in China. “We kind of give up on China – we’re really kind of missing the point of one of the most major markets,” Jim said. In its latest quarterly earnings report , Apple’s China business showed strength after some recent challenges. 4. Stocks covered in Monday’s rapid fire at the end of the video were: Synopsys , Venture Global , and MongoDB . (Jim Cramer’s Charitable Trust is long Q, COF, AVGO, NVDA, GEV, AAPL, GLW. 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.
