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. The S & P 500 was slightly lower Monday as West Texas Intermediate crude rose to around $97 per barrel on stalled peace talks with Iran. Jim Cramer is "suspicious" of the market following last week's gains. "It just seems like the Sunday piece that I had is coming true. There's not enough money around to sustain all these moves," Jim said, pointing to declines in Arm Holdings , which fell over 8% on Monday. The stock had soared nearly 41% last week, finishing Friday at a record close of almost $235. We started our Arm position last Monday at nearly $173 per share. Jim warned that investment dollars largely going only into data center-related stocks is a problem. 2. Microsoft shares were modestly lower after OpenAI amended its partnership agreement with the cloud and software giant. Among the major changes under the new terms, OpenAI can cap revenue share payments to Microsoft and serve its products to any cloud provider. As part of the agreement, Microsoft will discontinue its revenue share payments to OpenAI. Microsoft reports earnings Wednesday evening. Jeff Marks, director of portfolio analysis for the Club, said that Microsoft "needs to see Azure acceleration to push back on the bears here." 3. Corning shares dropped more than 4% ahead of earnings on Tuesday morning. Still, with the stock up over 90% this year, Jim noted that it will be hard for the company to surpass high expectations. The long-term story for Corning is still strong as fiber continues to be a critical part of data center buildouts. However, Jim said it's OK for investors to trim the position. "If you wanted to take profits in that, I would do that," he advised. "It's a very overhyped stock at this very moment. I think it's a terrific stock for next year." 4. Stocks covered in Monday's rapid fire at the end of the video were: Verizon , Domino's Pizza , Campbell's , and DoorDash . (Jim Cramer's Charitable Trust is long MSFT, ARM, GLW. 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.
