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

Why This Matters

Palo Alto announced a massive acquisition, and shares of Starbucks jumped on signs of progress in its turnaround.

July 30, 2025
01:24 PM
4 min read
AI Enhanced

My top 10 things to watch Wednesday, July 30 1. Wall Street is on pace for a flat open ahead of a busy day for the market. Federal Reserve decision at 2 p.m.

ET ed by Chair Jerome Powell's press conference a half hour later. After the close, we hear from names Meta Platforms and Microsoft . 2.

Private payrolls grew by a more-than-expected 104,000 in July, ADP said this morning in its monthly employment report. The government's official jobs report is out Friday.

The first look at second-quarter GDP showed the U.S. economy grew 3% in the three months in June. Elsewhere, President Donald Trump said his Friday tariff deadline will not be ext. 3.

name Palo Alto Networks is buying CyberArk in a cash-and-stock deal that values the identity security vider at $25 billion.

That's a bit rich versus the $20 billion number floated yesterday , but this deal gives Palo Alto a presence in identity management and accelerates its "platformization" strategy . 4.

Morgan Stanley lifted its price targets on stocks Nvidia and Broadcom , arguing increased enthusiasm for AI chipmakers is justified by the long-term strength in the .

Analysts' confidence in strong AI spending next year, in particular, continues to grow. They went to $200 a from $170 on Nvidia and to $338 from $270 on Broadcom. 5.

Citi opened an "upside catalyst watch" on Eli Lilly after the stock's sell-off in sympathy with rival Novo Nordisk's ugly fit warning. Citi believes the GLP-1 issues are more Novo-specific.

I hope that's the case as I'm used to seeing the weak pull down the strong. Still, for the , we trimmed our position in Lilly yesterday to manage risk. 6.

s of name Starbucks climbed more than 5% this morning on the back of last night's encouraging earnings report.

The overall results were messy, but CEO Brian Niccol had plenty of good things to say his turnaround plan . He's sped up the timeline of implementing service changes at U.S. cafes.

I'll be talking to Niccol this morning on CNBC. 7. Jefferies upped its price target on Baker Hughes to $60 from $54 and kept the stock as a buy in the wake of its planned Chart Industries acquisition.

The oilfield services firm got a good price on Chart, which will help it get more exposure to areas liquefied natural gas (LNG). 8.

A number of price target cuts for UnitedHealth Group ing earnings, including at KeyBanc, which went to $350 from $400. Bank of America went to $290 from $300.

The insurer established a low earnings baseline so it can start beating and raising. 9. People want to love PayPal again.

While Citizens JMP lowered its price target to $100 from $110, the firm kept its outperform buy rating on the name ing earnings.

Another roughly 2 million first-time PayPal and Venmo debit card users were added during the quarter. 10.

UBS oddly lowered its price target on UPS to $118 from $124 but kept its buy rating on the dery giant. I would take that even lower.

UPS warned of lower demand yesterday, citing macroeconomic uncertainty.

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FinancialBooklet Analysis

AI-powered insights based on this specific article

Key Insights

  • The Federal Reserve's actions could influence market sentiment across sectors
  • Earnings performance can signal broader sector health and future investment opportunities
  • Merger activity often signals industry consolidation and potential valuation re-rating for similar companies

Questions to Consider

  • How might the Fed's policy stance affect borrowing costs and economic growth?
  • Could this earnings performance indicate broader sector trends or company-specific factors?
  • Does this M&A activity signal industry consolidation or strategic repositioning?

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