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 are up nicely Monday to kick off the busiest week of this earnings season, including reports from Club holdings Corning , Boeing, Danaher, Starbucks, Meta Platforms , Microsoft , Apple , GE Vernova , Dover , and Honeywell . Meanwhile, the odds of a partial government shutdown increased over the weekend as Senate Democrats vowed to oppose federal funding that includes appropriations for the Department of Homeland Security. This follows the fatal shooting of a U.S. citizen by federal immigration agents in Minnesota, the second such incident this month. If the partial shutdown occurs, Jim said it could pose a downside risk to stocks. 2. Eaton announced plans to spin off its vehicle and e-mobility segments to form a new publicly traded company. Although the two businesses represented only about 11% of Eaton’s third-quarter revenue, it’s great news for the industrial stock. The move will allow the power management company to focus more on its electrical and aerospace divisions, which serve end markets driven by powerful megatrends such as artificial intelligence. Plus, the spin is expected to be immediately accretive to Eaton’s organic growth and operating margins. New investors should consider starting a position here, Jim said, as the stock dips ahead of quarterly earnings next week. 3. Cisco stock jumped nearly 3% after Evercore ISI upgraded the networking company to a buy-equivalent rating from hold. Analysts also raised their price target to $100 from $80 apiece, representing an upside of roughly 34% from Friday’s close. Evercore ISI argued that Cisco has “plenty of tailwinds” to sustain high-single-digit sales growth and low-teens EPS growth over the next several years. We’re glad this overlooked AI play is finally getting the love it deserves from Wall Street. 4. Stocks covered in Monday’s rapid fire at the end of the video were Dutch Bros and Agnico Eagle Mines . (See here for a full list of the stocks in 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.