Here are 16 stocks Jim Cramer is watching, including Microsoft, Chevron, Southwest

Here are a number of the tickers on my radar for Monday, Oct. 30, taken instantly from my reporter’s pocket book:

• Big Morgan Stanley be aware: Chief Investment Officer and Chief U.S. Equity Strategist Mike Wilson says breadth leads, does not like breadth. Fed not close to easing rates of interest. Defensive sectors beginning to outperform. Headwinds for company and people. Fiscal deficit with full employment. Chances of a fourth-quarter inventory rally have fallen significantly.
• Nick Timiraos, chief economics correspondent for The Wall Street Journal, fascinating article. Higher bond yields can tighten monetary situations. Sees Fed pause on charges.
• Piper Sandler calls launch of Microsoft 365 Co-Pilot synthetic intelligence assistant the “iPhone second” for the software program and cloud large. AI small however may scale $10 billion. Microsoft (MSFT) is a inventory within the CNBC Investing Club portfolio.
• ON Semiconductor (ON) plunges greater than 14%. First forecast miss.
• Western Digital (WDC) to separate firm into exhausting drives and flash reminiscence.
• Raymond James says Advanced Micro Devices (AMD) estimates seem excessive. Gradual ramp. AMD is within the CNBC Investing Club Bullpen, our watch checklist of stocks.
• JPMorgan downgrades Newell Brands (NWL) to carry from purchase. Can this client merchandise conglomerate make it in its present kind?
• Aerospace and protection firm L3Harris (LHX) upgraded to purchase from maintain at Raymond James. Citi and Wells Fargo increase value targets. RBC Capital cuts PT. All have buy-equivalent scores.
• JPMorgan lowers score on Valley National (VLY) to carry from Buy. Regional financial institution hell.
• Raymond James goes to carry from purchase on Cisco Systems (CSCO). Declining campus gross sales leads them to downgrade it. Would actually trigger them to overlook the quarter.

• Baird takes DataDog (DDOG) to carry from purchase due to the dreaded optimization. A reminder that ServiceNow (NOW) didn’t see optimization and should now be the watchdog for AI.
• Abbvie (ABBV) upgraded to purchase from maintain. Just valuation.
• Stifel says Sanofi (SNY) asking for full belief within the pipeline. Seems like an impossibility.
• Barclays cuts (*16*)Comcast (CMCSA) to $44 per share from $47 and says it is a enterprise with out unit development. Comcast owns CNBC.
• Citi cuts Southwest Airlines (LUV) value goal to $25 per share from $28.50. What is unsuitable right here? Kind of unfathomable.
• Chevron (CVX) upgraded to purchase from purchase at Bank of America. Price goal raised to $200 per share from $190. Needs Hess (HES) acquisition to refill the oil coffers. However, Wells Fargo, TD Cowen and UBS all minimize PTs on Chevron.
• Vertex Pharmaceuticals (VRTX) added to analyst purchase checklist at JPMorgan. Working on average to extreme ache administration.
• Bristol-Myers (BMY) value goal minimize to $58 per share from $65. Keeps maintain.