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What Jim Cramer is watching Monday — Rate hikes, old tech and Take-Two

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Jim Cramer

Scott Mlyn | CNBC

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Here’s what I see, January 10, 2022

  • Game of rate hike.. who is the over ?…? It looks like Goldman Sachs might beThis is the prediction for four future 2022 price hikes. It’s a difficult game to play. However, suffice it be to say, every time we increase our count, we will see more bank stock rises.
  • It doesn’t matter what the ill health is. PayPal (PYPL)?… They float so much that it might seem like they are doing a stablecoin. the story According to them, they plan on creating one ….. With crypto falling and no other new features you will get a stock that will continue going lower…
  • Do the casinos make up the worst of the bad group ?… Today Bank of America Downgrades Las Vegas Sands (LVS)Sell to Hold
  • United Rentals (URI)Deutsche Bank suggests short-term buys… but it is difficult to find stocks that have upside once they report…
  • Deutsche Bank says take advantage of Vertiv (VRT)It is called weakness…a database play…calls it a short-term buy idea…but the database stocks are very weak…too many?
  • Truist lowers Twitter (TWTR)Mopub sells number of units There is still hope, I believe. save TwitterIt is important for them to recognize that Twitter+, which is Twitter for bloodsport, is free from subscriptions.
  • Dell (DELL)Upgraded hold to Buy ahead of Analyst Meeting at Bernstein… We like Old Tech: Cisco (CSCO), Oracle (ORCL) and Dell —  has big balance sheet; demand…
  • Citi reduces PT Alibaba (BABA) $234 to o $216… cites macro concerns, further soft consumption demand…
  • Excellent test for high-multiple tech… UBS cuts Zscaler (ZS)Price target: BUT drops from $380 to $35 to 35 . Cites sustained thirty percent growth in cloud-based platform mobile security… Too many…
  • Piper purchases to Hold on Airbnb (ABNB)… expectations  too high?… PT $215 down to $165…this is the kind of story we have seen ever since the initial upgrades at the beginning of the year…
  • Piper believes Biomarin (BMRN)Nods on the Hemophilia drug…
  • Novartis (NVS)… Citi resumes with a buy—maybe short-term activist sentiment?…
  • William Blair starts Cvent (CVT)You can buy… another software or service
  • Barclays invests American Express (AXP) price target from $171 to $182…AXP—strong econ and housing market…
  • Take-Two (TTWO)Purchases Zynga (ZNGA)Had been $9.86…had to have $6…that combined company is expected to achieve 14% annual compound growth ….Farmville. Harry Potter Puzzle Game, Game of Thrones Slots Casino…or did CEO Strauss Zelnick spend too much ?… Are these men suffering from remote working?

CNBC Investing Club now serves as the official residence of my Charitable Trust. This is where I share my market intelligence and every move that we have made for our portfolio. Action Alerts Plus has ceased to be affiliated with my writings and the Charitable Trust.

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 (Jim Cramer’s Charitable Trust has CSCO, WYNN and PYPL.

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