Kevin Cramer

My top 10 things to watch Tuesday, April 21 1. Iran ceasefire is set to end tomorrow. Apple gets a new CEO. Fed Chair nominee Kevin Warsh testifies. There is no shortage of things for investors to watch today. Early on, they are tilting bullish. Stocks are headed for a higher open after falling yesterday. The Nasdaq broke its 13-session winning streak Monday. We'll see if this morning's premarket futures gains can hold by the close. 2. End of an era at Apple. On Sept. 1, John Ternus, senior vice president of hardware engineering, will take over the reins from CEO Tim Cook. Ternus had been seen as an heir. He has led the charge on Apple devices that use AI and is the champion of the sold out MacBook Neo . More than qualified, but he still has big shoes to fill. 3. Tim has done an amazing job piloting Apple to a $4 trillion market cap, a more than 20-fold increase since he took over in 2011. I've learned so much from him over the years, and the Club has been rewarded handsomely for owning the stock during most of his tenure. Thankfully, he's staying on as executive chairman. 4. UnitedHealth delivered a beat-and-raise quarter like the old days, sending shares up over 7% this morning. The sprawling company has really improved with CEO Stephen Hemsley back at the helm. Its medical benefit ratio, a key industry metric, was 83.9%, much better than the 85.5% consensus. It's also buying back at least $2 billion worth of stock by the end of Q2. 5. GE Aerospace's quarter came in sharply better than expected in both defense and commercial. Orders rose 87% to $23 billion. Revenue increased 25% to $12.39 billion. Continuous improvement at this company. Defense was a highlight, and should continue to be thanks to President Donald Trump 's $1.5 trillion budget proposal. Asia and U.S. travel issues were there, but management maintained its prior guidance. Might be why shares are down 5% premarket. 6. Club name Amazon is boosting its investment in Claude maker Anthropic. Another $5 billion now with the option for $20 billion more if certain commercial milestones are reached. There is a massive compute shortage, and Amazon has capacity to offer. Lots will be made about lessening reliance on Nvidia . But the big dogs like Anthropic want anything they can get their hands on. 7. KeyBanc upgraded Club name CrowdStrike to buy from hold, saying Anthropic's powerful Mythos model is actually a tailwind for the cybersecurity provider because it will make companies spend more on protection. Full of commonsense. CrowdStrike has the full suite of cyber tools to win, not be displaced. 8. Canaccord Genuity initiated coverage of AbbVie with a buy rating and $262 price target. Analysts argued AbbVie should be a core holding for large-cap biopharma/biotech investors, touting its best-in-class immunology franchise anchored by Skyrizi and Rinvoq. Johnson & Johnson , our newest Club holding, would dispute that title. 9. Optical supplier Coherent's price target at Citigroup was raised to $420 from $250. That's an absurdly large increase, but it goes to show how important the copper replacement theme is. We will only see more and more optical components going inside data centers to keep up with the demands of AI workloads. Corning is our way to play the trend for the Club. 10. Big Tech earnings are next week. Truist is looking for a big upside surprise from Alphabet . Analysts projected its second-best top-line growth since 2022, fueled by strength in Google Search and Cloud. Analysts were also upbeat on Meta Platforms ' earnings, predicting its fastest revenue growth since 2021. Monetization improvements from AI integration should help. Alphabet, Meta, Microsoft , and Amazon all report April 29. That's going to a busy night. 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.