My top 10 things to watch Friday, March 27 1. Oil prices are up, and stock futures are down this morning despite President Donald Trump extending his pause on attacking Iranian energy infrastructure to April 6. The market seems to be saying Trump's pause is just so the U.S. can build up troops in the Middle East, not because of a request by the Iranians. 2. Big Monthly Meeting today at noon ET for Investing Club subscribers. One topic of discussion: Is the tech trade through? I'm also going to delve into Warren Buffett's concept of "moats," and which companies in our stock portfolio have them. You can sign up to join the Club here . 3. JPMorgan said the addiction court ruling against Meta and Google's YouTube could force social media platforms to make "material" changes that may hurt engagement and monetization. Meta shares tumbled almost 8% yesterday on the decision. Google dropped 3.4%. There are two sides to every story. Just think about how fears of talc led many investors to dump Johnson & Johnson at depressed levels. 4. Anthropic may go public as soon as October, Bloomberg News reported . The startup behind the Claude models commanded a $380 billion valuation last month, so this deal will need lots of money. Those funds will be taken out of the rest of the stock market. Last night, Anthropic scored a legal win in its First Amendment case against the Pentagon. 5. Club name CrowdStrike CEO George Kurtz came out swinging last night on "Mad Money," making it crystal clear that AI disruption fears are overblown for the cybersecurity industry. He told me simply identifying vulnerabilities isn't enough, it's about stopping breaches. Kurtz has been meeting with clients this week at a conference, and he said every meeting is filled with requests for security help. AI is making the hackers stronger. 6. Citi said it's likely to raise its 2026 outlook for Netflix after the streaming giant announced yesterday that it was raising prices across all subscription tiers. The firm also noted lower acquisition expenses. JPMorgan, meanwhile, said those price hikes could mean an additional $1.7 billion in annualized revenue off the 2025 base, but argued much of that increase is already factored into Netflix's sales guidance. 7. BMO Capital Markets started coverage of the industrials with buy ratings on Club stocks Honeywell and Eaton . Analysts like Honeywell's upcoming aerospace spin-off, as do we. They touted Eaton as a premier play on the data center power theme. Full agreement there. But BMO isn't a big fan of Dover , another Club industrial. They say the stock is fully valued and lacks a clear catalyst for multiple expansion. I'm interested in how Dover deploys its dry powder. 8. Evercore lifted its price target on J.B. Hunt to $232 from $222 and reiterated its buy rating. If you're looking to buy transports, I suggest taking a look at FedEx . The stock has given back all of its gains from a great quarter on March 16. CEO Raj Subramaniam is working wonders, and the spin of FedEx Freight is still on track for June 1. 9. Generac still looks undervalued to me as it looks to become a big player providing backup power at data centers. Not just a residential story, as CEO Aaron Jagdfeld explained to me on "Mad Money" earlier this week. Barclays raised its price target on the generator maker to $228 from $213 but kept its hold rating following its investor day. 10. Brown-Forman was upgraded to hold from sell at Citi after the Jack Daniel's owner confirmed merger talks with France's Pernod Ricard. The firm also raised its price target to $28 from $24. JPMorgan also went to hold from sell, noting that Brown-Forman has not historically been interested in takeover offers but that the prospect of M & A "should support shares for now." It lifted its PT by two bucks to $27. 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.
