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 S & P 500 and the Nasdaq Composite rose on Monday, driven largely by tech stocks. Shares of chipmaker AMD surged more than 28% after announcing a partnership with Sam Altman’s OpenAI, a deal that could give the ChatGPT maker a 10% stake in the chip company. The move further accelerated enthusiasm for the AI trade but also raised concerns among investors that AI could be in a bubble. Jim Cramer addressed this in his Sunday column , referring to AI as the fourth industrial revolution, and emphasized that hyperscalers must continue to invest to stay ahead in their respective markets. 2. The AMD-OpenAI deal also lifted other AI-related names, especially companies that power the infrastructure, including industrial Eaton , which climbed 1.7%. Eaton supplies electrical components used in data centers. The partnership is another example that shows how the AI buildout continues to ripple across sectors beyond chipmakers. 3. “You want to own some Boeing ,” Jim said, noting that the aerospace giant said its production schedule for the Boeing 737 MAX is accelerating. Boeing shares rose 1.5% to $219 per share after it was reported that the company is telling suppliers that 737 Max production could reach 42 per month as soon as this month, according to Bloomberg . Boeing’s monthly rate was capped at 38 after a section of an Alaska Airlines plane blew out in 2024. The Bloomberg report said the company is also laying the groundwork to increase manufacturing pace again in April and again in 2026, with the goal of making 53 a month by the end of next year. More production and more deliveries mean higher cash flow generation for the company. “They’ve got a good plan to up the cash flow plenty,” Jim said. “I continue to think this is a great opportunity. You should be buying this stock,” he added. 4. Stocks covered in Monday’s rapid fire at the end of the video were: Fifth Third Bancorp , Ford , Micron , Verizon , and Abercrombie . (Jim Cramer’s Charitable Trust is long ETN, BA. 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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