My top 10 things to watch Tuesday, Nov. 11 1. CoreWeave posted better-than-expected third-quarter revenue last night, but shares are falling this morning on the AI infrastructure provider’s disappointing full-year guidance. The stock is down more than 10%. CoreWeave has plenty of demand, but it had to essentially rely on a subcontractor, and the Core Scientific deal didn’t come through. 2. The Nasdaq was set to open lower this morning with Big Tech under pressure on the CoreWeave weakness. This follows a big day of gains for both the Nasdaq and the S & P 500 as lawmakers got closer to a deal to end the historic government shutdown. 3. UBS upgraded Club holding Linde to a buy from a hold rating. The analysts cited Linde’s earnings growth in 2026 as a positive catalyst for shares. The stock is up more than 1% this morning. 4. Bernstein analysts raised their price target on Tyson Foods to $60 from $52. Chicken margins for the Jimmy Dean and Hillshire Farm owner remain solid, according to analysts, even if beef prices remain high. Club name Texas Roadhouse has battled beef inflation as well. 5. Bank of America lowered its Monday.com price target to $195 from $205, arguing that a small third-quarter beat and cut to fourth-quarter outlook implied guidance poses growth concerns. The enterprise software stock was down 1% early this morning. In enterprise software, we own Salesforce , which has lagged. 6 . Citi raised its Expedia price target to $281 from $206 after the travel booking stock soared 17.5% Friday on blowout earnings. The analysts kept their hold rating, calling current stock levels a balanced risk/reward. This morning’s gains extend Expedia’s winning streak to five straight sessions. 7. Barclays hiked its price target on Cummins to $515 from $430, but maintained a hold rating on the stock. Analysts pointed to management’s remarks regarding the on-highway market as potentially past the point of peak negativity. 8. BMO Capital likes Instacart and upgraded the grocery delivery stock to a buy from hold rating. The analysts maintained their price target of $58. Instacart posted a better-than-expected quarter yesterday. The slight current quarter guidance beat “appears relatively conservative,” the analysts said. Instacart shares were higher this morning after back-to-back gains. 9. Rocket Lab shares advanced nearly 9% this morning after the space company reported a much narrower loss than expected and better-than-expected revenue. Current quarter guidance at the midpoint of the range also beat. Stifel and Roth Capital both raised their price targets to $75 on the stock. 10. Benchmark said that quarterly numbers from Paramount Skydance show there really is leverage in the model. The analysts bumped their price target to $19 from $16 and kept their buy rating. Late yesterday, Paramount also said it expects an additional $1 billion in merger savings. The stock jumped more than 4.5% on the news. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free . Tomorrow at 6:30 p.m. ET, I will be signing copies of my new book, “How to Make Money in Any Market,” at the Atlantic Avenue Barnes & Noble in Brooklyn. (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.
