10 things to watch in the stock market Monday including Nvidia and geopolitics

The 's 10 things to watch Monday, Aug. 18 — Today's was written by Zev Fima, the 's portfolio analyst. 1

Stocks are poised to start the week a bit lower

Oil and gold slightly higher

The Fed's Jackson Hole retreat and retail earnings are big events this week . 2

Geo are also front and center

Ukranian President Volodymyr Zelenskyy is headed back to the White House today to discuss ending the war with Russia

Leaders from the U.K., France, Germany, Italy, Finland and the EU are also expected to be in attendance

President Donald Trump met with Russia's Vladimir Putin on Friday. 3

Analysts said with Blackwell fully ramping and demand for AI not letting up, estimates will need to go higher

China is potential upside too

While analysts said trends in the second quarter were mixed, expectations for lower rates helped support the stock. 5

It kept its buy rating on the stock, while downgrading a number of names in the energy complex, citing excess supply hurting natural gas prices

We exited Coterra last week, arguing you can't outrun your commodities. 6. name Meta is expected to debut its "Hypernova" device next month, Bloomberg News reported

The device will feature smart-glasses capabilities, similar to the existing Meta Ray-Ban line, and a small display

Hypernova will start at less than $1,000 and is "a precursor to full-blown augmented reality glasses," Bloomberg reported. 7

Lackluster sales of Apple's Vision due to its high price tag and a lack of compelling features were highlighted in the same Bloomberg story

Apple's premium strategy works for iPhones because the smartphone market is much more mature than the one for headsets

While analysts' channel checks showed solid demand, AI remains a key source of concern among software investors

We recently discussed how AI adoption can reduce the need for individual software licenses

Another win for the nu cohort: Google and Kairos Power said today that the latter's advanced nu plant will be hooked into the Tennessee Valley Authority's electric grid by 2030

Plus, TVA has agreed to buy power from the reactor and the electricity will help power Google data centers in Tennessee and Alabama. for my Top 10 Morning Thoughts on the Market for free (See here for a full list of the stocks at Jim Cramer's Charitable Trust.) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

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