Jim Cramer says buy stocks that have not yet ignited — and these 2 fit the bill

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. Stocks rose Monday, building on strong gains for the major U.S. indexes last week. If their moves hold, Monday would be the eighth positive session in a row for the S & P 500 and Nasdaq Composite , a winning streak fueled by better-than-expected economic data easing investor worries about an economic slowdown.

We don't like trading around positions this much, but Palo Alto has become a trading stock for the market during i ts pivot to a "platformization" strategy , which includes bundling its products and services. This headwind should eventually become a tailwind, which is why we still like the company long term. If the stock gets hit after Monday's earnings, it could be a buying opportunity. Shares of Nvidia added nearly 2% Monday.

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