What Jim Cramer expects from Boeing, and why he says Starbucks is a buy
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 are starting the week off on a positive note with every sector except consumer staples in the green. As stocks extend last week’s gains, Jim Cramer is closely watching the 10-year Treasury yield, which hovered at 4% Monday. He called the move “incredibly positive” because there are so many stocks that yield more than this. “It makes it so you want to buy stocks,” he added. Jim also reflected on his recent trip to San Francisco where he met with a range of CEOs to get fresh insights on artificial intelligence, the stock market and broader economic trends. He shared his top 10 takeaways from those meetings with Investing Club members in his Sunday column. 2. Boeing shares climbed more than 1% on Monday after the company officially got the green light late Friday to raise its monthly production of the 737 MAX to 42, up from 38. While reports last month hinted at the move, this marks official approval, paving the way for more monthly deliveries and stronger free cash flow. When Boeing reports earnings next week the one thing we’re looking out for is what the non-cash charge will be for the 777x program, the company’s next generation, long-haul jet designed to be the largest two-engine jet ever built. “This is a cashflow story and they have been losing money consistently for years now, and now it’s time to play offense,” Jim said. 3. “2026 is going to be a very good year” for Starbucks , said Jim, following his interview last week with CEO Brian Niccol on the company’s turnaround. Shares of the coffee giant were one of the big gainers in the market last week. The stock was up 8.7% after closing at a 52-week low on Oct. 10. Morgan Stanley is also feeling confident, increasing its price target on Starbucks stock to $105 from $103 Monday. Analysts said the upcoming quarter will likely show negative comps in its core North America business and is unlikely to mark a major step forward. But changes from the Green Apron service model (Starbucks’ new hospitality-focused initiative focused on enhancing the customer experience), restructuring, and new coffee products could set up a better 2026. Jim came away from the Niccol interview feeling optimistic about the company’s trajectory, especially hearing the value of the company’s China business is worth north of $10 billion , much higher than previously thought. “I think you buy the stock, and you buy it today,” Jim said. 4. Stocks covered in Monday’s rapid fire at the end of the video were: Skyworks Solutions , Marvell Technology , Darden Restaurants , Cleveland Cliffs , and Prologis . (Jim Cramer’s Charitable Trust is long BA, SBUX. 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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