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. Look for buying opportunities Buy Starbucks Watch Nvidia 1. Look for buying opportunities Stocks ticked largely higher to start the trading week Monday after UBS reached an agreement to buy troubled Swiss Bank and rival Credit Suisse (CS) over the weekend. Our tech stocks have held up in a volatile market, supported by their high-quality balance sheets . We’re not hiding in tech. However, “in a slowdown, our favorite tech stocks are going to be the place to be,” Jim Cramer said Monday. Meanwhile, the S & P Oscillator continued to fall further into oversold territory Monday, and we bought 25 more shares of Pioneer Natural Resources (PXD) after last week’s pullback. We also took advantage of bank concern-drive market dips last week and made a series of buys . 2. Buy Starbucks Laxman Narasimhan officially made the transition to CEO of Starbucks (SBUX) on Monday, ahead of the company’s annual shareholders meeting this week. Club holding Starbucks announced Narasimhan as incoming CEO back in September to replace Howard Schultz as of April 1. The change came about two weeks early. Narasimhan has a wealth of experience in consumer brands, formerly serving as chief executive at Reckitt , which owns brands including Lysol, Durex and Mucinex. Shares of Starbucks were up roughly 1% to around $100 apiece. The stock has dropped about 10% from its 52-week high of $110.83 on Feb. 2, and could present a buying opportunity. 3. Watch Nvidia Club holding Nvidia (NVDA) got a series of positive Wall Street calls Monday ahead of the company’s GTC developer’s conference this week. Baird raised its price target on NVDA stock to $300 per share from $230. The analysts cited industry checks that assume higher ChatGPT orders, leading them to increase data center revenue estimates for the second half of the year. In a separate note, Bank of America called Nvidia its “top compute pick” in a note Monday. Analysts expect GTC to showcase leadership in artificial intelligence and highlight its recurring subscription and software opportunities. Shares of Nvidia, which fell modestly Monday, have soared 75% year-to-date after a terrible 2022. (Jim Cramer’s Charitable Trust is long PXD, SBUX, NVDA. 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.
Enphase Energy just launched a new off-grid system that lets homeowners power their homes without a utility connection – even for extended periods. The California-based Enphase says the off-grid setup delivers a seamless way to live independently from the grid while still using solar, batteries, and a standby AC generator.
A full off-grid setup
The new system combines Enphase’s IQ Battery 5P with embedded grid-forming microinverters, IQ8 Series Microinverters with Sunlight JumpStart, and a third-party standby AC generator. The components work together to supply power to a home and automatically manage energy sources to maximize efficiency and reliability.
If the batteries are drained and the generator runs out of fuel, the Sunlight JumpStart feature can automatically recharge the batteries the next morning once the sun comes up.
The IQ Battery 5P delivers 3.84 kVA of power per 5 kWh of capacity, and systems can be scaled up to 40 kWh and 15.4 kVA. That’s enough power to start big household appliances like HVAC systems or water pumps. The IQ System Controller 3G provides the backbone, managing solar, batteries, and generator inputs to deliver up to 46 kVA of off-grid power.
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Smarter control and connectivity
Each system connects to the cloud through Enphase’s IQ Combiner 5C HDK, which bundles solar interconnection, communications, and metering into one box. For homes without reliable broadband, the built-in 4G LTE Cat 4 modem keeps the system online for monitoring, firmware updates, and remote support.
Homeowners can manage everything from the Enphase App – from solar generation and battery status to generator integration and load control.
Why it matters
As grid outages become more common and homeowners look for ways to gain energy independence, off-grid systems like this are becoming more appealing.
“With the launch of our off-grid solution, we are giving homeowners a reliable path to complete energy independence,” said Nitish Mathur, Enphase’s SVP of customer experience. Enphase says over 100 homes are already operating entirely off-grid using its technology. The company plans to expand availability beyond the US in 2026.
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Global offshore wind targets are still strong enough to triple global capacity by 2030, despite the US’s offshore wind stagnation under Trump. A new analysis from energy think tank Ember and the Global Offshore Wind Alliance (GOWA) shows that the rest of the world is charging forward, underscoring confidence in offshore wind as a cornerstone of future clean energy systems.
Based on the latest NHTSA report, Tesla’s ‘Robotaxis’ keep crashing in Austin, Texas, despite ‘safety monitors’ preventing an unknown number of crashes.
Under an NHTSA Standing General Order SGO, automakers are required to report crashes involving their autonomous driving (ADS) and advanced driver assistance systems (ADAS) within five days of being notified of them.
For years, Tesla was only reporting ADAS crashes, since, despite the names of its Autopilot and Full Self-Driving systems, they are only considered level 2 driver assistance systems.
Since the launch of the Robotaxi service in Austin, Texas, where Tesla moved the supervisor from the driver’s seat to the passenger seat, it has now reported its first few crashes under the ADS reporting.
This week, NHTSA has updated its crash report and revealed a 4th crash that happened in September:
Report ID
Incident Date
Incident Time (24:00)
Make
Model
Model Year
Automation System Engaged?
Highest Injury Severity Alleged
Crash With
Roadway Type
Weather
13781-11687
SEP-2025
01:25
TESLA
Model Y
2026
ADS
Property Damage. No Injured Reported
Other Fixed Object
Parking Lot
Partly Cloudy
As we previously highlighted, when it comes to both ADS and ADAS crash reporting, Tesla abuses the redacting capacity and hides most information about its crashes, unlike most of its competitors.
Therefore, we don’t have much information about this new crash, but it reportedly occurred in a parking lot and involved a Tesla Robotaxi crashing into a “fixed object,” resulting in property damage.
What’s most interesting about this crash is that it comes as Tesla released the first bit of data about its Robotaxi program in Austin.
During its earnings call last week, Tesla confirmed that the Robotaxi fleet has traveled 250,000 miles since its launch in late June.
Therefore, Tesla Robotaxi currently crashes at a rate of about once every 62,500 miles. That’s with a safety monitor with a finger on a kill switch, ready to stop the vehicle at all times.
We have no data on how often Tesla’s safety monitors prevent crashes in its robotaxis.
For comparison, the NHTSA report lists 1,267 crashes involving Waymo vehicles. However, Waymo’s robotaxis have covered over 125 million fully driverless miles since inception. That’s a crash every 98,600 miles and without any onboard safety monitor.
Electrek’s Take
That’s the problem with comparing Tesla and Waymo.
At least we can now clearly see that Waymo’s incident rate is much lower than Tesla’s, but that’s with a safety monitor in Tesla robotaxis that prevents an untold number of crashes.
The actual difference could be 10x higher. We simply don’t know. Tesla has always refused to share any data regarding disengagement or intervention rates.
One thing is clear: Tesla is way behind Waymo in autonomous driving safety.
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