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 stock market was little changed Monday ahead of key earnings releases later this week. The biggie is Club holding Nvidia , which will report its fiscal 2026 third quarter after Wednesday’s close. The delayed September jobs report will follow Thursday, the first since the U.S. government shutdown ended, which caused an economic data blackout for over six weeks. Alphabet surged over 4% after Berkshire Hathaway revealed a stake in the Google parent. The tech sector was lower following Morgan Stanley’s double downgrade of Dell stock to a sell rating. Jim’s Sunday column again highlighted that only real, profitable companies will survive once the “Year of Magical Investing” comes to an end. 2. Eli Lilly shares fell slightly Monday as rival Novo Nordisk lowered prices of its GLP-1 drugs , Wegovy and Ozempic. Club name Lilly has had a “really nice move here, so I’m not surprised to see it down,” said Jeff Marks, the Club’s director of portfolio analysis. Novo has gotten aggressive about slashing prices to recapture some of the market share it has lost to Eli Lilly’s blockbuster weight loss treatments Mounjaro and Zepbound. That’s because Lilly has the superior medications. Plus, Lilly will have some of its drug prices come down in 2026 regardless due to the Trump administration’s deal with the pharmaceutical giant. Orforglipron Lilly’s oral GLP -1 is slated to launch early next year, which should lure people away from Novo’s injectables. As Lilly stock inches toward a $1 trillion market cap, we have debated trimming some shares. 3. Boeing stock was down Monday despite a $38 billion order from Emirates for 65 additional 777-9 aircraft. “I thought it was notable because this is the program that they recorded a $4.9 billion charge on in the third quarter as they pushed back the delivery timeline,” Jeff said. Despite the program’s struggles, the order signals that demand is still there. “We’ve been wrong on this [near term] as the stock continues to drift lower,” Jeff said. “But we still like it for the long term, just considering all the demand and the big backlog that they have.” (Jim Cramer’s Charitable Trust is long BA, LLY, 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.
