My top 10 things to watch Monday, April 6 1. Stocks are headed for a mixed open this morning. We're all trying to figure out whether the U.S. and Iran could actually reach a truce, which Axios reported is being discussed. Oil is down less than 1%. Yesterday, President Donald Trump threatened to bomb Iran's power plants and bridges if a deal wasn't reached by 8 p.m. ET on Tuesday. 2. JPMorgan is standing pat on its sell rating on Tesla after Elon Musk's EV maker's first-quarter deliveries missed expectations. Its price target of $145 implies about 60% downside for shares. Bold call. Could some people sell Tesla stock to buy shares of Musk's SpaceX when it goes public? I weighed in on these mega IPOs in my Sunday column for Investing Club subscribers. 3. Bank of America downgraded plastics makers Dow Inc and LyondellBasell to sell from hold, saying their massive gains in response to Middle East supply disruptions are unsustainable. It also took Westlake to hold from buy. Analysts said even though the war may create some lasting tailwinds, petrochemical prices will eventually peak, and their earnings profiles will normalize. 4. Netflix landed an upgrade to buy from hold at Goldman Sachs. With the Warner Bros deal overhang now gone , analysts believe Netflix can generate sustained low double-digit revenue growth over the next few years. Buyback activity should increase, too. 5. Bank of America downgraded Carvana to hold from buy and cut its price target to $360 from $400. The analysts cited higher gasoline prices and higher short-term rates as reasons for the moves. The remarkable comeback in Carvana shares hit a wall in late January. 6. Piper Sandler upgraded Tyson Foods to buy from hold, with its beef business benefiting from the JBS strike and its chicken operations benefiting from the Koch Foods poultry plant fire earlier this year. Beyond that, analysts said Tyson's top-line momentum is helped by the protein craze with little GLP-1 disruption risk. 7. Barclays cut its price target on Club name Capital One to $226 from $287, citing pressure on valuations for the consumer financial stocks due to a shakier economic backdrop. Analysts kept their buy rating, though. I'm disappointed with how this stock has come down, but I am hopeful we'll see more synergies from the Discover acquisition when it reports April 21. 8. Goldman Sachs raised its price targets on a host of banks, including Club name Wells Fargo to $96 from $93. The year hasn't gone as planned for this group, but the stocks entered the second quarter so low, they look primed for a comeback. Last week, we looked at three things that need to go right for that to happen. 9. Mizuho hiked its Dell price target to $215 from $180. The analysts expect the company to benefit from strong AI server demand this year and next. Dell has been a stock that I have been watching in the Club's Bullpen. A lot of people felt soaring memory prices would crush them, but this is not CEO Michael Dell's first DRAM rodeo . 10. Citi put on an "upside 30-day catalyst watch" on Advanced Micro Devices thanks to strong CPU demand from agentic AI. However, Citi kept a hold rating on shares and cut its price target to $248 from $260, in recognition of a flat 2026 despite a four-week win streak. AMD is facing new competition from Arm in the data center CPU market. 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.
