By Natasha Abellard
Publication Date: 2025-12-22 17:20:00
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. Stocks were higher to start the holiday-shortened trading week, with dealmaking grabbing headlines. Jim Cramer highlighted asset manager Janus Henderson ‘s agreement to be acquired by General Catalyst and Nelson Peltz’s Trian for $7.4 billion. Jim said Janus is going private to make it “so that they don’t have to worry about the quarters.” Jim added, “That’s going to be a trend for 2026.” Elsewhere, Reuters reported that Softbank is racing to complete its $22.5 billion funding commitment to OpenAI by year-end. “That’d be very bullish,” Jim said. After all, OpenAI is a big key to the success of data center-related stocks. 2. Nvidia shares advanced more than 1% on Monday after Reuters reported that the company is set to start exporting its H200 chips to China by mid-February. Earlier this year, CEO Jensen Huang excluded China from Nvidia’s guidance due to U.S.-imposed trade restrictions. Then, roughly two weeks ago, the U.S. government approved the sale of Nvidia’s second-best chips in China. “That’s very important because it means you can raise next year’s numbers,” Jim said. In his Sunday column, Jim refuted Wall Street’s bear case narratives. 3. Honeywell stock fell more than 1% after management disclosed a one-time charge of about $470 million for the fourth quarter, linked to a potential settlement with private…