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. 1. Wall Street saw a big bounce back Monday, with the Dow leading the way up roughly 1%. A rally in tech stocks was also supporting the S & P 500 and the Nasdaq . We’re seeing a bit of a trend developing: Friday selloffs and Monday recoveries. Coming into the new week, the market was still oversold, according to the S & P 500 Short Range Oscillator . We watch the Oscillator closely and trust it to guide us on when to put cash to work in oversold markets as we did last week. Watch the Treasury bond auctions as Jim Cramer said in his Sunday column . 2. Jim also said he’s “most concerned about” Apple (AAPL) and Alphabet (GOOGL) right now. Both are Club stocks. Alphabet dropped 9.5% last Wednesday, the day after reporting a cloud miss . This quarter is not the quarter for Apple as the iPhone 15 was only just out. Apple issues results after the closing bell on Thursday. Jim said he prefers a stock like Club name Amazon (AMZN) over Apple right now. Amazon jumped nearly 7% last Thursday, the day after issuing a solid quarter. 3. The Wall Street Journal is reporting that Trian’s Nelson Peltz is preparing to challenge Disney (DIS) for multiple board seats and he has the support of large shareholder Ike Perlmutter. We knew this. It’s not news. Jim said don’t buy Disney on this story. He said to only buy Disney when the business gets better. That has not happened yet. The board of directors nomination window at Disney opens in December. (Jim Cramer’s Charitable Trust is long AAPL, GOOGL, AMZN, DIS. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.