Jim Cramer is encouraged by Nvidia-China reports and dismisses a Honeywell charge
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. Stocks were higher to start the holiday-shortened trading week, with dealmaking grabbing headlines. Jim Cramer highlighted asset manager Janus Henderson ‘s agreement to be acquired by General Catalyst and Nelson Peltz’s Trian for $7.4 billion. Jim said Janus is going private to make it “so that they don’t have to worry about the quarters.” Jim added, “That’s going to be a trend for 2026.” Elsewhere, Reuters reported that Softbank is racing to complete its $22.5 billion funding commitment to OpenAI by year-end. “That’d be very bullish,” Jim said. After all, OpenAI is a big key to the success of data center-related stocks. 2. Nvidia shares advanced more than 1% on Monday after Reuters reported that the company is set to start exporting its H200 chips to China by mid-February. Earlier this year, CEO Jensen Huang excluded China from Nvidia’s guidance due to U.S.-imposed trade restrictions. Then, roughly two weeks ago, the U.S. government approved the sale of Nvidia’s second-best chips in China. “That’s very important because it means you can raise next year’s numbers,” Jim said. In his Sunday column, Jim refuted Wall Street’s bear case narratives. 3. Honeywell stock fell more than 1% after management disclosed a one-time charge of about $470 million for the fourth quarter, linked to a potential settlement with private aviation company Flexjet. The fee will decrease Honeywell’s GAAP sales by $310 million and operating income by $370 million. While calling the news “disappointing,” Jim said, “The real lowering of the numbers comes from the fact that they got rid of Solstice . That’s now off their books.” We own 100 shares of the Honeywell spinoff Solstice. “I really like Solstice. It’s the only chemical company that I actually like,” Jim added. 4. Stocks covered in Monday’s rapid fire at the end of the video were: Janus Henderson , Marvell Technology , Ollie’s Bargain Outlet , Cintas , and Paychex . (Jim Cramer’s Charitable Trust is long NVDA, SOLS, HON. 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.
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