The Club's top 10 things to watch in the stock market Monday

Jefferies downgraded Apple to sell, citing checks that an all-glass iPhone planned for September 2027 was canceled.

Near-term downside bias versus prior hold, with follow-through risk if memory crunch pricing disappoints.

The article provides a clear rating change and a specific thesis (canceled all-glass plan) plus a near-term pricing question for iPhone 18.

Intel shares are down after the company announced a plan to sell $15 billion in stock, described as an overhang since July 23.

Further near-term pressure possible, especially if investors focus on dilution versus cash needs for capex.

The text states the $15 billion stock sale plan and links it to the current overhang, making it a primary, time-sensitive catalyst.

Jefferies raised Uber’s price target to $110 from $100 and reiterated a bullish 2027 franchise thesis around autonomous scaling.

Moderate upside bias, with potential volatility given the prior guidance disappointment referenced in the article.

The article includes a concrete PT change and a specific bullish rationale, but also notes recent guidance weakness that could cap immediate follow-through.

Morgan Stanley upgraded Hewlett Packard Enterprise to buy from hold, citing a corrected view on component inflation and underappreciated Juniper networking.

Likely near-term outperformance versus prior hold, consistent with the premarket jump described.

The article provides an explicit upgrade, a detailed rationale, and notes shares are up almost 5% premarket.

Meta rose nearly 2% after introducing Muse Glimmer, positioned as optimized for always-on local agent workflows.

Mild-to-moderate upside bias if investors view Muse Glimmer as a meaningful step toward local agents.

The article reports a product introduction and a fund initiative, but provides no quantitative adoption or financial impact.

JPMorgan raised DuPont’s price target to $172 and reiterated buy after last week’s earnings, highlighting clean water business sensitivity to Middle East stability.

Gradual upside bias, likely more sentiment-driven than catalyst-driven since it references last week’s earnings.

PT bump and reiterated buy are concrete, but the article’s anchor is 'last week’s earnings' rather than a newly disclosed datapoint.

Boeing will sell autonomous flight subsidiaries Wisk Aero, SkyGrid, and Insitu to Archer Aviation, receiving a stake and tech-sharing access.

Likely positive reaction if investors view the deal as de-risking and value-realization, though execution risk remains.

The article describes a specific transaction structure (subsidiary sale, Archer stake, tech-sharing) that is actionable, but lacks deal valuation details.