News / US / cnbc
Cramer's Market Watch: Oil Spikes, Meta Upgrades, and Treasury Yields
Finance · Investment Banks/Brokers · cnbc · 2026-09-10
JMKE, FDXF, CASY, US10Y, MRK, PFE, JNJ, CHWY, META, TSM, ABBV, NVDA, KVUE, SYK, LLY, GILD, TSN, HSBC, KMB, SIG, BMY, EAT, FDX, WFC, NKE, AEO, BAC, @LCO26X, MCHI
Jim Cramer highlights key market movements, including rising oil prices, a bullish call on Meta, and significant shifts in U.S.-China Treasury yield spreads.
What Happened
Macroeconomic Pressures: U.S. oil prices have surged past $100 per barrel, contributing to broader market volatility ahead of the upcoming Federal Reserve interest rate decision. Concurrently, the yield gap between U.S. and Chinese 10-year Treasuries has reached record levels, signaling potential shifts in global capital flows.
Analyst Ratings and Upgrades: JPMorgan has upgraded Meta to a buy with a significantly higher price target, citing the company's progress in AI-driven products. Meanwhile, HSBC has bolstered its outlook for the healthcare sector, raising price targets for major players like Eli Lilly, Johnson & Johnson, and Pfizer.
Corporate Performance and Challenges: Casey's General Store saw its shares drop 15% following a disappointing earnings report that missed same-store sales expectations. Conversely, FedEx Freight faces a cautious outlook from analysts due to rising operational costs and lingering concerns over international trade tariffs.
Strategic AI Adoption: Large institutions are increasingly moving toward localized AI infrastructure, as evidenced by law firm Latham & Watkins building its own GPU servers. This trend highlights a growing preference for data sovereignty over reliance on public cloud vendors for sensitive client information.
Read original
More in Finance
Finance · cnbc · 2026-09-10
As interest rates and inflation persist, investors are exploring alternative income sources like catastrophe bonds, REITs, and merger arbitrage to bolster portfolios.
JEPI, CGDV, FDVV, JDIV, RWO, SCHH, DFAR, PFF, JABS, MNA, ARB, MRGR, MLPA, US10Y, JEPI, FDVV, JDIV, MLPA, SCHH, MRGR, ARB, RWO, JABS, AMLP
Finance · cnbc · 2026-09-10
Previously owned home sales dropped 2% in August to 3.98 million units, reaching their slowest pace since 2025 as high mortgage rates continue to pressure buyers.
Finance · cnbc · 2026-09-10
Kalshi has received CFTC approval to launch perpetual futures for gold and silver, marking its first non-crypto offering in the derivatives space.
@GC26Z, @SI26Z, CME, GLD, CBOE, SLV
Latest in US
Finance · cnbc · 2026-09-10
As interest rates and inflation persist, investors are exploring alternative income sources like catastrophe bonds, REITs, and merger arbitrage to bolster portfolios.
JEPI, CGDV, FDVV, JDIV, RWO, SCHH, DFAR, PFF, JABS, MNA, ARB, MRGR, MLPA, US10Y, JEPI, FDVV, JDIV, MLPA, SCHH, MRGR, ARB, RWO, JABS, AMLP
Finance · cnbc · 2026-09-10
Previously owned home sales dropped 2% in August to 3.98 million units, reaching their slowest pace since 2025 as high mortgage rates continue to pressure buyers.
Finance · cnbc · 2026-09-10
Kalshi has received CFTC approval to launch perpetual futures for gold and silver, marking its first non-crypto offering in the derivatives space.
@GC26Z, @SI26Z, CME, GLD, CBOE, SLV
Technology Services · cnbc · 2026-09-10
The CNBC Investing Club analyzes recent portfolio performance as AI-driven gains in tech stocks contrast with challenges in the retail and logistics sectors.
.DJI, .SPX, .IXIC, ANTHR.FG, @CL.1, @LCO.1, US10Y, CRM, META, TJX, MU, PANW, FDXF, @LCO27G, QQQ, NVDA, AVGO, SPY, @LCO26X