My top 10 things to watch Thursday, June 11 1. Stock futures are green, but off their highs of the morning after President Donald Trump said the U.S. will attack Iran “VERY HARD TONIGHT,” with plans to seize Iran’s Kharg Island and other oil infrastructure in the “not too distant future.” That caused oil prices to reverse and move higher . Chip stocks are a bright spot this morning, with Micron , Sandisk , and Club name Intel all up nicely after their recent swoons. Wholesale inflation in May was up more than expected . 2. All the orders for SpaceX’s initial public offering should be in. Now the underwriters, including Club holding Goldman Sachs , will figure out the allocations. Clients will be told whether they will get all the shares they want. Maybe more or less. You can only imagine where the stock opens tomorrow under each scenario. A successful deal requires everyone to ask for more stock. I continue to believe a flood of market orders threatens to take this thing to a $5 trillion valuation . 3. Oracle is getting hit after earnings last night. Intriguing entry point? The quarter was fine. It is just, like everything else in this AI buildout, not always possible to see money being made. It just seems like a money pit, and Oracle is planning to raise another $20 billion to fund its data center construction. More equity dilution and increased debt. Nobody wants to hear that. But in Oracle’s defense, it has a gigantic remaining performance obligation of $638 billion. 4. Intel was double upgraded to buy from sell at Bank of America, citing higher confidence in the chipmaker’s third-party foundry business and the size of the agentic CPU market. That one-two combo gives Intel huge earnings power, BofA said, while cautioning that execution is key. CEO Lip-Bu Tan is up for the task, which is why we started an Intel position last week. BofA increased its price target on AMD to $560 from $500, and on Club name Arm Holdings to $335 from $245. Both stocks are also plays on CPU growth. 5. JPMorgan reiterated its buy ratings on Coherent and Lumentum after big pullbacks in the stocks on concerns about delayed adoption of co-packaged optics (CPO) for AI servers. Analysts argued those worries are overblown, saying Nvidia’s CPO ramp is on track, if not pacing better than expected, based on their supply chain checks. Club name Corning is my favorite way to play the optical trend. 6. Barclays raised its price targets on Lam Research , KLA Corp , and Applied Materials . Remember, these three semiconductor equipment suppliers still have immense pricing power, given that demand for their machines is outstripping supply. That’s why Wall Street’s PTs for the stocks keep going higher. 7. The great unknown: How is Super Micro Computer going to get that $7 billion it plans to raise in equity-linked financing? $5 billion in underwritten stock offering and a $2 billion at-the-market offering. Dilution for shareholders, but there’s incredible demand. The company has secured $39 billion in AI server orders just over the past few weeks. But don’t forget : this flood of AI-driven capital raises is a risk for the market. 8. Goldman Sachs raised its price target on Ford to $16 from $13, but kept its hold rating. Investors want additional opportunities to benefit from increased data center spending, the analysts said, and Ford’s power and energy storage products can do just that. Again, people think Ford’s battery technology is more important than the cars it makes. 9. J.M. Smucker’s PT was boosted to $125 from $103 at Barclays. Analysts said coffee margins for the Folgers owner should accelerate, and that profitability in its sweet baked snacks division is “moving in the right direction.” Only Coca-Cola might be better in the group right now. Both stocks are up nearly 20% year-to-date. 10. JPMorgan added apparel maker Kontoor Brands to the firm’s analyst focus list. The company’s portfolio is well-positioned for solid top-line growth next year across brands such as Wrangler and Helly Hansen, according to analysts. JPMorgan kept its buy rating and $90 PT. I like this one. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) 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.
This iis tthe right webpae foor anybody wwho wants too finjd out aabout
tgis topic. Yoou realize so muuch itss almost hafd too ardgue wjth
yyou (not that I perdonally wouyld wantt to…HaHa).
Youu definiterly pput a beand neew spinn oon a opic that’s been witten bout forr years.
Excsllent stuff, juwt great!
my webb bog :: brunette bbw missionary