My top 10 things to watch Wednesday, March 11 1. Oil trading continues to rule the market, with a 4% jump in U.S. crude prices on reports of cargo ship attacks off Iran’s coast putting pressure on stocks. The S & P 500 is heading for a slightly lower open. We now know there is no victory in the Iran war until the Strait of Hormuz is open. February’s consumer price index, out this morning, was nothing to worry about in its final print before the Iran war oil shock. 2. Oracle ‘s quarterly beat and guidance raise sent the stock up more than 9%. The numbers show the company doesn’t need more money; the AI buildout is going smoothly; and remaining performance obligation was still over $500 billion. RPO is revenue contracted but not booked yet. JPMorgan upgraded Oracle to buy from hold, saying the company is all set to roll. 3. Goldman Sachs cut its Kohl ‘s price target to $13 from $15 and kept its sell rating on shares. Analysts cited yesterday’s mixed quarter and decelerating comps. Baird also reduced its PT to $20 from $24, saying improvements will take time. Analysts maintained their hold rating. Shares have plunged over the past month. 4. Nike was upgraded to a buy from hold at Barclays. Analysts took their price target up to $73 from $64, arguing the worst of the tariff risks are behind the China-exposed retailer. Management’s progress in inventory management and focus on margin stabilization provides “a solid foundation for a more constructive investment thesis,” Barclays said. Club stock Nike jumped over 2%. 5. Aerovironment delivered a really poor quarter, and shares sank more than 10%. The numbers for the maker of military drones and other equipment should be great, but management clearly dropped the ball. KeyBanc cut its price target to $295 from $330, citing last week’s reported changes to a government satellite program that already had the stock under pressure. 6. Guggenheim lowered its price target on Accenture to $275 from $305 ahead of quarterly earnings next week. Analysts, who kept a buy rating on shares, point to an industry-wide multiple compression for its reduced PT. Still, Guggenheim expects management to raise the low end of its fiscal year 2026 guidance while maintaining the high end. 7. Open-source AI agent OpenClaw, launched by an Austrian software developer, is cool but a security disaster. People have deployed it all over the enterprise, and companies are scrambling to secure it. That’s good for cybersecurity name CrowdStrike. We put out a commentary yesterday on three reasons the Club stock is working . 8. Citi hiked its price target on Johnson & Johnson to $274 from $250 and kept a buy rating. Analysts said fundamentals for the medical technology sector remain “healthy” despite recent volatility after quarterly earnings. Intuitive Surgical was upgraded to a buy from hold rating in the same note. Analysts, who maintained their $590 price target, argued the company is well-positioned for double-digit sales growth. 9. Bernstein upgraded J.M. Smucker to buy from hold and took its PT up to $145 from $121. Analysts said that the Folgers owner is a winner from deflating coffee prices and that activist Elliott’s stake in the company may lead to positive portfolio changes. 10. Uniform company Cintas has agreed to acquire smaller rival UniFirst for $5.5 billion in cash and stock. Cintas has been trying to buy UniFirst for years. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) 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.