Jim Cramer's top 10 things to watch in the stock market Monday

1. Wall Street looks steady after a strong week for the Dow and S&P 500, which finished at record closes Friday. The Nasdaq was also up last week, helped by Club name Nvidia's post-earnings surge. Nvidia briefly topped $2 trillion market value Friday but didn't close above. The tech-heavy index, despite Friday's dip, was still near its November 2021 record close.
2. As a Disney shareholder, the Club will vote to put activist investor Nelson Peltz and Disney CFO Jay Rasulo on the board of the entertainment and theme parks giant. I announced our intention Saturday at the CNBC Investing Club's second annual meeting in New York City. It was an amazing day. Members can watch the entire meeting, during which we also updated our core holdings and looked at six of my investing rules, at our Club homepage.
3. I talked about how the Fed is in a bind and Wall Street shouldn't be talking about when central bankers will start cutting interest rates. Instead, investors should be wondering how long the rate pause will be and hope that the next move is not a rate increase. I also looked at five major themes for the rest of 2024.
4. Club name TJX Companies, behind off-price chains T.J. Maxx, Marshalls and HomeGoods, reports quarterly results before the opening bell Wednesday. We want to see gross margin expansion on a year-over-year basis and same-store-sales coming in a bit above management's guidance for a 3% to 4% increase.
5. Salesforce, a Club holding, reports earnings after the closing bell Wednesday: Citi raises price target to $325 per share from $265. Is this a set-up? The analysts have a neutral rating so if Salesforce misses quarter in any way they can cut it?
6. Club name Broadcom doing what it always does: selling a division that is superfluous. $4 billion deal to sell software business to KKR. Broadcom finished Friday at another record-high close.
7. Berkshire Hathaway's eye-popping gains are done. Warren Buffett said in his annual letter: "With our present mix of businesses, Berkshire should do a bit better than the average American corporation." Still, the B shares are up Monday and nearing $1 trillion market value after the conglomerate posted strong earnings for the fourth quarter over the weekend.
8. Domino's Pizza reports quarterly earnings above last year. Revenue was slightly below estimates. But 25% increase in dividend. $1 billion buyback. Domestic same-store sales up 2.8% versus 2.2% expected. The stock jumps 5%.
9. Optum attack by cybercriminals has really hurt UnitedHealth with long-lasting possibilities.
10. Barclays takes Rivian price target to $12 per share from $16 as doubts about demand remain.

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