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 kicked off the week on a high note, with big tech lifting the Nasdaq to new records. This week is crucial for the tech sector as Club names Alphabet , Apple , Amazon , Meta Platform, and Microsoft all report earnings. Investors are focused on their artificial intelligence-driven spending and whether these companies are seeing returns on their massive investments. Jim Cramer previewed the week, saying, that “four out of five could be bad this week,” but advised members to “ride it through.” Jim also broke down how investors can prepare for big tech earnings this week in his Sunday column . 2. Shares of CrowdStrike rose modestly Monday after falling more than 1% on Friday after Delta Air Lines filed a lawsuit against the cybersecurity firm tied to July’s global IT outage. We wanted to buy the dip in CrowdStrike, but we were restricted. The lawsuit doesn’t change our long-term view of the company. In fact, Jim anticipates that Crowdstrike may win in court since management worked diligently with Delta and other airlines that were impacted. “You want to own the stock,” Jim said. 3. Home Depot shares gained 1% on Monday after TD Cowen raised its price target on the Dow stock to $460 per share from $440, implying more than 15% upside to Friday’s close. The analysts highlighted the Club company’s strong position for the next home improvement cycle. TD Cowen pointed to favorable demographic trends, new home shortages, and record home equity availability as key factors driving growth. Jim supports this bullish outlook, saying he “wished we owned more” shares and recommended buying on pullbacks. 4. Stocks covered in Monday’s rapid fire at the end of the video were: On Semiconductor , Spotify , McDonald’s , Shake Shack , and Roblox . (Jim Cramer’s Charitable Trust is long AAPL, AMZN, META, GOOGL, CRWD, HD. 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.