Jim Cramer's top 10 things to watch in the stock market Tuesday
Jim Cramer’s Aug. 11 “top 10” watchlist highlights: rising Treasury yields (10-year above 4.7%, 30-year near 5.28%) tied to Iran-related oil concerns; Intel raising a $20B secondary stock sale at $95; Nvidia’s $500B AI financing initiative; Riot Platforms up on a $9B compute deal with Anthropic; UBS upgrading Jabil to buy; and earnings or analyst actions for Cardinal Health, Apple, Gap, and Allstate (Citi PT raised to $240).
How this was made

The 30-second read
Why it matters
The most tradable items are the concrete secondary offering size/price for Intel, the $9B compute deal for Riot, and the earnings/guidance direction for Cardinal Health. Macro context (higher yields) can amplify or dampen equity reactions across growth and rate-sensitive sectors.
Market read
Tuesday’s tape is framed around higher yields and oil risk, while company-specific catalysts skew toward AI compute and select earnings/analyst revisions.
What to watch
Analyst actions (upgrades/downgrades) can fade quickly; traders may need to separate rumor-driven iPhone narratives from confirmed product or financial disclosures.
Background
This is a CNBC-style “things to watch” list covering macro (oil, Treasuries) and multiple US-listed company catalysts (secondary offering size change, AI financing initiative, compute deal, analyst actions, and earnings/guidance).
Ticker impact
Intel is increasing its secondary stock sale size to $20B at $95 per share after the prior $15B plan was oversubscribed.
Choppy to slightly negative around execution, with upside possible if investors focus on foundry demand confidence.
The article discloses a concrete capital-raise change (size and price) but provides no new fundamentals beyond management confidence.
Nvidia’s $500B AI financing initiative is discussed, including participation by major Wall Street firms and Jensen Huang’s infrastructure framing.
Likely supportive bias for the stock, but with volatility from debate over financing economics.
The piece is largely commentary, but it includes specific initiative scale and named participants, which can move sentiment.
Riot Platforms surges after agreeing to a $9B compute deal with Anthropic to meet AI compute needs.
Near-term positive momentum likely, with follow-through depending on deal economics and execution.
The article states a specific $9B compute agreement and ties it to a same-day surge.
UBS upgraded Jabil to buy from hold, citing a multiyear growth cycle with AI-driven server rack demand and healthcare acceleration.
Moderately positive bias, especially if the market agrees with the multiyear cycle framing.
This is analyst-driven (not a company disclosure), but it includes a concrete upgrade and thesis.
Cardinal Health reports a big earnings beat, strong initial EPS guidance for fiscal 2027, and shares trade near an all-time high.
Supportive near-term trend, with upside if investors focus on guidance strength over revenue softness.
The article provides qualitative results and guidance direction but no numeric figures.
Jefferies’ sell call on Apple’s rumored all-glass iPhone being canceled is challenged by Bloomberg reporting the device remains on track for 2027.
Potential relief bounce, but likely capped until clearer confirmation emerges.
The article is about analyst positioning and media rumor confirmation, not a primary Apple disclosure.
Citi downgraded Allstate to sell from hold but raised its price target to $240, arguing the stock is significantly over-earning.
Volatile, with direction depending on whether traders weight the downgrade or the PT increase.
The article includes both downgrade and PT change, but no new company-specific operational data.
Market effects
AI infrastructure and compute financing narratives support semis and AI-adjacent names, while higher oil and bond yields raise discount-rate sensitivity for equities.
Primarily US market sentiment via Treasury yields and US-listed company-specific catalysts.
Iran-related oil risk can transmit to global inflation expectations and energy-linked risk premia.
Counterpoint
Financing and compute deals may not translate into near-term earnings power if economics are heavily structured or demand is overstated.
Key entities
- companyIntel
Increasing its secondary stock sale to $20B at $95 per share after oversubscription.
- companyNvidia
$500B AI financing initiative discussed with major Wall Street participants and Jensen Huang quotes.
- companyRiot Platforms
Agreed to a $9B compute deal with Anthropic; stock surges.
- companyJabil
Upgraded to buy by UBS with AI server rack and healthcare acceleration thesis.
- companyCardinal Health
Earnings beat and strong initial fiscal 2027 EPS guidance.




