Jim Cramer's top 10 things to watch in the stock market Monday
CNBC·2025-12-22 13:59

Market Overview - Stocks are expected to open higher as the holiday-shortened trading week begins, following a volatile week where the S&P 500 recorded its third winning week in four [1] - There is uncertainty regarding the occurrence of a "Santa Claus Rally" due to the New York Stock Exchange closing early on Wednesday and entirely on Thursday for Christmas [1] Gold Market - Gold prices have reached a record high, increasing approximately 70% since the beginning of 2025, positioning gold as a more favorable wealth source compared to bitcoin [2] Nvidia - Nvidia shares increased by 2% after reports indicated the company aims to start shipping its H200 chips to China before mid-February, suggesting a potential recovery for the stock [3] OpenAI Funding - OpenAI is in discussions to raise $100 billion at an $830 billion valuation, up from a previously targeted $500 billion valuation within a week, which will support Oracle's data center buildout to compete with Google's AI model [4] GE Vernova - Jefferies raised its price target for GE Vernova to $830 from $815 while maintaining a buy rating, reflecting updated valuations that account for share repurchases through 2028, highlighting its role in the data center sector [5] Paramount's Acquisition Attempt - Paramount Skydance secured backing from billionaire Larry Ellison in its hostile bid to acquire Warner Bros. Discovery, following Netflix's agreement to purchase WBD's studio and streaming assets [6] Clearwater Analytics - Clearwater Analytics received an $8.5 billion acquisition offer from a group led by Permira and Warburg Pincus, with mixed analyst reactions regarding the likelihood of competing bids [7] E.l.f. Beauty - Piper Sandler reduced E.l.f. Beauty's price target to $85 from $100 while maintaining a hold rating, citing slower market share gains compared to competitors, though the new target still suggests nearly 6% upside from the previous close [8] Financial Services Sector - Morgan Stanley increased price targets for several financial services companies, including Intercontinental Exchange to $174 from $169, Charles Schwab to $148 from $139, and Robinhood to $147 from $146, driven by strong industry transactions and raised earnings estimates [9] Rocket Lab - Rocket Lab achieved a successful launch, marking its 21st perfect launch, prompting Stifel to raise its price target to $85 from $75 while maintaining a buy rating, supported by a contract worth up to $850 million from the Space Development Agency [10]

e.l.f.-Jim Cramer's top 10 things to watch in the stock market Monday - Reportify