Market Data 
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. Stocks rose Monday, building on strong gains for the major U.S. indexes last week. If their moves hold, Monday would be the eighth positive session in a row for the S & P 500 and Nasdaq Composite , a winning streak fueled by better-than-expected economic data easing investor worries about an economic slowdown. The S & P Short Range Oscillator, our trusted momentum indicator, is now getting close to overbought territory, Jim Cramer cautioned. That suggests the market has moved too far, too fast, meaning a pullback could be in order. The market is a little “fractured” between haves and have-nots, Jim said, recommending investors look to buy stocks that have not yet “ignited,” such as Coterra Energy and Disney . Coterra will benefit from a recovery in natural gas prices, while Disney’s movie business is showing signs of life and its combined streaming business finally turned a profit. Shares of Palo Alto Networks rose 2.4% Monday ahead of the cybersecurity firm’s fourth-quarter earnings after the bell. The stock is “coming in way too hot” into earnings Jim said. That’s why we downgraded the stock on Friday and advised investors to trim their position in the stock to secure gains. We would sell some shares if we weren’t restricted. We don’t like trading around positions this much, but Palo Alto has become a trading stock for the market during i ts pivot to a “platformization” strategy , which includes bundling its products and services. This headwind should eventually become a tailwind, which is why we still like the company long term. If the stock gets hit after Monday’s earnings, it could be a buying opportunity. Shares of Nvidia added nearly 2% Monday. In a note to clients Sunday, Goldman Sachs said there’s compelling risk/reward ahead of the company’s second quarter results scheduled for Aug. 28. Despite concerns over delays in shipping its next-generation chip platform Blackwell, analysts argued this would have little to no impact on Nvidia’s earnings power in calendar 2025. While it could create some near-term volatility on the fundamentals, analysts said Nvidia is still in a position to exceed earnings expectations. Jim reiterated any possible delays are insignificant, adding that he believes Nvidia is prepared to ship Blackwell chips “en masse by the end of the year.” (Jim Cramer’s Charitable Trust is long CTRA, DIS, PANW, NVDA. 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.
