Melius says Apple needs to make a 'bold move' in AI — here's why Cramer agrees

Interestingly, Every weekday the CNBC with Jim Cramer holds a "Morning Meeting" at 10:20 a (which is quite significant)

Here's a recap of Monday's key moments

The stock market is starting the week higher, as investors await trade developments and the start of Big earnings

Moreover, The money being pumped into the is "extraordinary," said Jim Cramer, who cited several reasons, including President Donald Trump's "big beautiful bill," in his Sunday think piece

Meanwhile, political pressure is still mounting on Federal Reserve Chair Jerome Powell

Treasury Secretary Scott Bessent said on CNBC Monday that he's suggesting an entire review of the Federal Reserve, extending beyond the controversial building renovations (an important development)

Furthermore, In contrast, This s reports that Trump disputed a piece in The Wall Street Journal that said Bessent talked him out of firing Powell due to economic and market impact concerns, in this volatile climate

However, Market analysis shows made a few trades Monday: We trimmed Abbott Laboratories, Danaher, and Eaton, and redeployed those funds to buy Cisco and TJ Maxx

Moreover, Jim compared Meta to the Steinbrenner family's strategy of building the New York Yankees, in this volatile climate. "Let's just get every great player and win the World Series

That's Mark Zuckerberg (an important development), in this volatile climate

He wants to win the World Series so he goes into the free agency market," Jim said, referencing Meta's poaching of top AI execs

Nevertheless, Conversely, The company is set to report earnings next Wednesday, July 30

Apple was again encouraged to buy AI startup Perplexity by Melius analyst Ben Reitzes

In a note to clients Monday, Reitzes said Apple's stock would surge if it bought the AI-powered engine and charged users $200 annually for a subscription

Apple should "move from toll taker to AI leader by any means necessary," Reitzes wrote

However, On the other hand, The analysts also threw in the idea of partnering with Elon Musk and xAI

Meanwhile, Morgan Stanley analysts predict a solid quarter for Apple, but pointed out that the DOJ's antitrust case against Google could jeopardizes Apple's $20 billion agreement, in today's financial world. "I think the law has made it so Apple's model is a failure

So they have to buy someone

At the same time, It would be Perplexity," Jim said

Stocks covered in Monday's rapid fire at the end of the were: XYZ, Domino's Pizza, Verizon Communications, Pinterest, and Target (this bears monitoring). (Jim Cramer's Charitable Trust is long AAPL, ABT, CSCO, DHR, ETN, META, TJX

See here for a full list of the stocks. ) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

On the other hand, 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 a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade

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