My top 10 things to watch Thursday, May 14 1. We’re set for a higher open this morning, with the Dow primed to open back above 50,000. So far, the headlines out of President Donald Trump and Chinese President Xi Jinping’s summit are mostly positive on Iran, the Strait of Hormuz and economic cooperation. Taiwan still a sticking point. 2. Biggest IPO so far in 2026 today: Cerebras Systems, which raised $5.5 billion . Maker of artificial intelligence chips. Unique engineering. Yes, Cerebras is a competitor to Club name Nvidia but it’s mostly focused on the ultra-fast processing of daily AI workloads called inference. OpenAI has committed to buy capacity from Cerebras. Everyone needs all the compute they can get. 3. Cisco is the latest to deliver a blowout quarter thanks to strength in the data center, sending shares up almost 15% premarket. Massive orders from hyperscalers for its networking gear. What’s changed on AI spending? Nothing. The positives dramatically outweigh any negatives. It’s hard to justify not owning data center stocks right now. This isn’t 2000. Can the theme be stopped? 4. Dell’s price target at Citi was hiked to $290 from $235 ahead of its earnings report May 28. Dell is yet another big AI winner and my preferred name among the server makers. Soaring memory costs are something to watch, but Citi said Dell’s scale and pricing agility are big advantages. Demand is also broadening outside of the hyperscalers. 5. Big price target boost for Club name Broadcom . Wells Fargo went to $545 from $430 on a stock that closed yesterday at $417. Analysts raised their AI chip revenue forecasts significantly higher. The success of Google’s in-house TPU chips is a windfall for design partner Broadcom. Wells also said Broadcom’s momentum in networking is underappreciated and a driver of upside. 6. Starbucks was upgraded to buy from hold at TD Cowen. Analysts see the coffee chain delivering sales and earnings upside in the coming years, with margin expansion. That’s been a key debate on the Club stock as CEO Brian Niccol has invested heavily in labor. I like the turnaround progress we’ve seen under Niccol. Traffic has improved, driving a healthy growth in comparable-store sales. 7. Evercore raised its price target on buy-rated Apple to $365 from $330. Analysts said even if iPhone sales were to increase modestly, there’s still a path to double-digit compounded earnings growth thanks to more premium models and its services business. Services are durable and highly profitable revenues. One of many reasons I say own Apple, don’t trade it. 8. Bernstein took Club name Home Depot to $365 from $390 ahead of first-quarter results next week. Analysts said earnings expectations remain subdued, but to expect higher comparable sales because of Home Depot’s SRS acquisition . Owning the distributor allows Home Depot to benefit from snowstorm-related repairs this year, per Bernstein. We have been holding off buying more until we get clarity on the path of interest rates. 9. Vertical Research downgraded Solstice Advanced Materials to a hold from buy. Analysts said Solstice’s valuation is no longer compelling after such a strong start following its separation from Club name Honeywell last fall. We exited Solstice in January, but have it in our Bullpen watchlist. Strong balance sheet with nuclear energy exposure. Honeywell’s aerospace spin-off is set for June. Big deal. 10. Doximity is getting crushed after issuing a terrible forecast for its fiscal 2027. Shares of the so-called LinkedIn for doctors are down over 23% this morning. Revenue and adjusted operating profitability were both light versus consensus. Long list of downgrades: KeyBanc, Jefferies, Wells Fargo and more. 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.
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