每个工作日，CNBC 投资俱乐部（Jim Cramer 主持）在东部时间上午 10:20 举行“早间会议”直播。以下是周一关键时刻的回顾。
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.
- 周一股票在周五大幅抛售后反弹。科技股领涨，因为投资者重新回到被击落的人工智能概念股。科技股为主的纳斯达克指数上涨 1.8%，标普 500 指数涨幅接近 1%。道琼斯工业平均指数基本持平，因为防御性股票暂停了上涨。尽管 Jim Cramer 仍然看好人工智能交易，但他警告不要追涨，尤其是那些已经大幅反弹的股票。相反，他建议只投资投资者想要投入的资金的四分之一，然后等待更明确的信号后再投入剩余资金。Jim 指出，相对稳定的国债收益率和较低的油价是支撑因素。但他强调，市场仍然容易出现波动。
Stocks rebounded Monday following Friday's sharp sell-off. Technology stocks led the recovery as investors returned to beaten-down artificial intelligence names. The tech-heavy Nasdaq jumped 1.8% and the S & P 500 gained nearly 1%. The Dow Jones Industrial Average was roughly flat as defensive names took a pause. While remaining bullish on the AI trade , Jim Cramer cautioned against chasing the rally, particularly in stocks that have already bounced sharply. Instead, he recommended investing just a quarter of the money investors want to put to work, then waiting for more clarity before deploying the rest. Jim pointed to relatively stable Treasury yields and lower oil prices as supportive factors. But he emphasized that the market remains vulnerable to volatility. 2.
- 俱乐部持有的美光科技周一与内存和存储股票西部数据和闪迪一起反弹 4.5%，此前人工智能交易遭遇艰难一周。iShares 半导体 ETF（即 SOXX）在本次会议中以九连跌开盘，这是其十多年来最长的连跌纪录。SOXX 周一上涨 4%。尽管近期波动较大，Jim 表示他对美光的长期前景充满信心，并认为该板块仍有上行空间。“我认为这次行情还未结束，”他说。
Club holding Micron rebounded 4.5% on Monday alongside memory and storage stocks Western Digital and Sandisk , following a brutal week for the AI trade. The iShares Semiconductor ETF , or SOXX, entered the session on a nine-day losing streak, its longest in more than a decade. The SOXX was up 4% on Monday. Despite the recent volatility, Jim said he's confident in Micron's long-term prospects and sees further upside for the group. "I don't think this move is done," he said. 3.
- 英特尔股票在摩根大通的评级从卖出上调至持有，理由是该股从 6 月高点下跌超过 30% 后，风险回报前景更趋平衡。分析师承认，在 CEO Lip-Bu Tan 的领导下，英特尔的执行力和竞争力有所改善。他们未给出买入评级，理由是需要在英特尔的数据中心 CPU 路线图、人工智能计算战略以及争取外部代工客户方面取得更多进展。Jim 表示，这一上调是一个积极信号，但英特尔仍有更多需要证明的地方。
Intel stock got an upgrade to hold from sell at JPMorgan , which sees a more balanced risk-reward outlook after the stock's more than 30% decline from its June high. The analysts acknowledged improved execution and competitiveness under CEO Lip-Bu Tan. They stopped short of a buy rating, citing the need for further progress on Intel's data center CPU roadmap, AI computing strategy, and efforts to secure external foundry customers. Jim said the upgrade is an encouraging sign, but Intel still has more to prove. 4.
4.周一视频末尾快速点名的股票有：克利夫兰-克利夫斯公司、雅诗兰黛公司、通用航空航天公司和波音公司。（吉姆·克莱默的慈善信托持有英特尔和美光的多头头寸。）
Stocks covered in Monday's rapid fire at the end of the video were: Cleveland-Cliffs , Estee Lauder , GE Aerospace , and Boeing . (Jim Cramer's Charitable Trust is long INTC, MU. )