Our top 10 things to watch Thursday, Sept. 17 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis 1. Comeback kind of day: Stock futures are jumping across the board after yesterday’s post-Fed meeting decline. The S & P 500 is poised to recover all its losses. Treasury yields and oil are lower in early trading, which is supporting stocks. 2. Generac shares are flying over 30% premarket after announcing a deal with Amazon to supply up to $8 billion worth of backup power generations for data centers. You don’t want power outages at your data centers. Club stock Amazon will also receive warrants to buy up to $340 million worth of Generac stock. Stifel analysts said the warrants align both companies’ interests and validates Generac’s market position. 3. Boeing CEO Kelly Ortberg said yesterday afternoon that stabilizing 737 Max production at 47 per month is taking a little longer than anticipated. COF Jay Malave also said free cash flow is less likely to exceed the midpoint of their $1 billion to $3 billion outlook. Disappointing update for this Club name. Shares fell 3.7% yesterday, but are up over 1% premarket. Wolfe Research says they are bullish at current levels. 4. Several analysts raised their price target on Salesforce after the company’s investor day meeting at Dreamforce. Guggenheim went to $300 from $270, Stifel to $300 from $275, and Citi to $263 from $233. JPMorgan maintained its $265 target, but said the meeting was “incrementally positive for the re-rating thesis,” even though no new guidance was given. Salesforce maintained its fiscal 2030 revenue target of over $63 billion. 5. Bernstein downgraded cybersecurity providers Club name Palo Alto Networks , Okta and SentinelOne to hold from buy. Analysts said these stocks are no longer cheap. They’ve all had big runs as the market came around to our view that AI is a tailwind for cyber, not a headwind. 6. Nike shares are up over 2% after appointing LVMH executive Alexandre Arnault to its board. Nike desperately needs a fresh perspective on how to fix its brand, but near-term fundamentals remain weak. UBS cut its price target to $42 from $48, expecting the company to miss earnings estimates by 5 cents and provide a quarterly outlook below the Street. 7. Lennar shares are down 1% after the homebuilder reported a double miss: $1.19 per share versus the $1.28 expected, and revenue of $8.05 billion versus the $8.23 billion expected. Conference call is today at 11 a.m. ET. Mortgage rates rose throughout the quarter and continue to be a problem for the housing market. 8. Citi downgraded Boston Scientific to hold from buy, saying a late August cybersecurity attack that disrupted manufacturing, order fulfillment and shipping will have hangover effects. Last week, Boston Scientific said everything was back up and running. The medical device giant also said Club name CrowdStrike and other cyber experts were brought in, and it was determined there was no ongoing threat. 9. McDonald’s got a price target cut to $310 from $345 at Citi. Analysts, which kept their buy rating, cited the fast food giant’s outlook for softer same-store sales. They said U.S. same-store sales remain a “show me” story. Citi expects the company to address “plans for value, beverage, chicken, and GLP-1 resilience,” among other things, at next week’s investor day. MCD shares are off 27% from their February high. 10. RBC Capital initiated Kraft Heinz with a buy rating and a $32 price target. The analysts expect a return to organic growth in 2027. They see “real change” under Steve Cahillane, who took over as CEO at the beginning of the year. Jim Cramer has been optimistic about Cahillane’s turnaround plan. In addition to its eponymous brands, the company’s big portfolio also includes Oscar Mayer and Jell-O, as well as Maxwell and Kool-Aid. 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.