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 rose Monday as lawmakers moved toward an agreement that could end the historic government shutdown. The shutdown was a “confidence killer,” said Jim Cramer, a nod to monthly consumer sentiment last week nearing its lowest level ever. Jim has noted several times, including in his latest Sunday column , that it is critical for the government to reopen. It would be a boost for consumer morale, especially if flight cancellations are reversed ahead of the holiday travel season. “It’s going to help consumer spend,” he added. “It makes me more bullish about the consumer.” 2. Nvidia was among the AI stocks making a comeback Monday, with shares jumping nearly 4%. Nvidia lost 7% last week. Citi opened a positive catalyst watch on the Club stock and raised its price target to $220 from $210. The analysts expect a beat-and-raise quarter when the chipmaker reports earnings next Wednesday. Melius analysts cited several issues that must be addressed on the earnings call, including whether artificial intelligence capital expenditures by Nvidia customers can sustain their rapid growth. CEO Jensen Huang’s recent commentary about China winning the AI race, which he later softened, will be a focus, too. 3. Eli Lilly shares rose nearly 5% on Monday after Leerink upgraded the stock to a buy-equivalent rating from a hold. Analysts, who raised their price target to $1,104 from $886, cited the pharmaceutical giant’s GLP-1 pricing deal with the Trump administration last week. The Club stock gained more than 7% last week. Leerink, in turn, expects “multiple waves of obesity treatment adoption drivers, led by significantly expanded Medicare and Medicaid access by January 2027.” To be sure, Leerink previously downgraded Lilly back in August after the company’s second-quarter earnings. Jim said the call was a “big mistake.” Lilly stock is closing in on a $1 trillion market cap. The Club is considering a trim as a result of the move higher. “Once again, it’s a parabolic move, and we sell parabolas,” Jim said. “We have a nice-sized position.” He added that “Eli Lilly has such a leg up” on rivals like Novo Nordisk . 4 . Stocks covered in Monday’s rapid fire at the end of the video were: Pfizer , Tyson , monday.com , and MP Materials (Jim Cramer’s Charitable Trust is long 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.
