Big Tech drives stocks higher, while the market rewards Club cyber name Palo Alto Networks

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 rise Stick with Palo Alto A slew of trades 1. Stocks start the week up Equities mainly moved higher Monday morning — with the S & P 500 up 0.35% and the Nasdaq Composite up nearly 0.9% — largely on the back of Big Tech, even as most other market sectors were lagging.

Palo Alto also outlined strong medium-term guidance through 2026, with operating margins expected to come in at 28% to 29%. Stay tuned for a detailed Club analysis of the results later Monday. 3. A slew of trades On Friday, we exited our position in oil-services name Halliburton , while buying up more shares in our newest holdings: Oracle and DuPont de Nemours . DuPont announced Monday a $1.8 billion deal to sell its 80.1% stake in its Delrin resins unit to private-equity-firm TJC.

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