My top 10 things to watch Tuesday, Oct. 7 1. Nvidia CEO Jensen Huang joins the Investing Club this afternoon at our October Monthly Meeting. Sign up to join the Club and watch my interview with Jensen. Lots to talk about from OpenAI to hyperscaler spending. 2. Goldman upgraded construction services firm Emcor to a hold rating from neutral, saying its data center revenue is accelerating ahead of expectations. What were they thinking with a sell? Goldman’s new price target of $675 a share, up from $495, is $5 above where Emcor closed yesterday. 3. Stocks are set to open little changed as the federal government shutdown is now in its seventh day. President Donald Trump indicated he’s open to talking with Democrats about the health-care subsidies at the center of shutdown fight. 4. Jefferies downgraded Dollar Tree to a sell rating from hold. Analysts say the retailer’s once-simple business has become complex due to inflation, management decisions and tariffs. The stock has been rolling over for two months after a huge move off its April tariff low. 5. Evercore downgraded a basket of homebuilder stocks including D.R. Horton , KB Home , Toll Brothers and Pultegroup . The cohort rallied this summer on a belief that homebuying demand would pick up thanks to lower mortgage rates, but the analysts said they have yet to see it. 6. Citi downgraded GE Healthcare to hold from buy on a lack of confidence in mid-single-digit revenue growth. The analysts also cut their price target to $83 from $93. Shares of the maker of MRI and CT scan machines are down more than 2% year to date. 7. Citi called AppLovin a buy on yesterday’s 14% decline. Shares of the company that helps app developers get users were slammed after a SEC probe over data collection was revealed. AppLovin disclosed it. Move on. The stock, which is still up more than 80% this year, was modestly higher this morning. 8. Wells Fargo raised its price target on Club name Meta Platforms to $837 from $811 on prospects of strong ad sales. Shares of this AI darling are up 22% in 2025. 9. Palantir buyers will be back. Endless buying in Robinhood and in Circle . Don’t know where it comes from but it is endless. This is the kind of the buy-everything market I talked about in my Sunday column , with a suggestion on what to do about it. 10. JPMorgan upgraded Brinker to a buy from hold after a recent sell-off in shares of the Chili’s and Maggiano’s operator. The analysts are encouraged about investments to differentiate Chili’s, though they did cut their price target to $175 from $180. In casual dining, we own Texas Roadhouse , which is battling volatile beef prices . 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.
