Jim Cramer sees a 'potential tailwind' for Amazon from a big Chinese online retailer

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. The Dow touched a new record Monday and then struggled. A drop in tech cast a pall over the market and dragged down the S & P 500 and the Nasdaq . Away from tech, though, there's another group of stocks that look attractive with the Fed expected to lower interest rates next month. That group includes Club solar company Nextracker . "We have said from the beginning that solar is a play on lower rates," Jim Cramer said Monday. Nextracker, Jim added, would be "one of the single best stocks" to play if environment-conscious Vice President Kamala Harris were to win November's presidential election. Nvidia , arguably one of the most important companies in the stock market, is set to report Wednesday after the bell. In a note Sunday, Morgan Stanley said Nvidia stock has "largely shrugged off concerns" about delays in the company's next-generation Blackwell chip platform. Analysts added, however, that demand for Nvidia's H200 chips can "more than offset" any delayed Blackwell revenue. Nvidia could still be a victim of super-high expectations. But Jim said investors need to keep the faith and explained why in his Sunday column . Amazon shares lost nearly 1% on Monday after Wells Fargo lowered its operating income forecast by 3% for the company's fiscal 2025 through 2027. The revisions came after analysts did a deep dive into the company's Kuiper satellite internet service and estimated higher costs. The bottom line in Jim's view: "It's really about retail." Jim said a "potential tailwind" for Amazon could be increased advertising spending by Chinese e-commerce marketplace giant Temu — whose parent company PDD just reported a revenue miss and saw its stock drop of 30%. (Jim Cramer's Charitable Trust is long SWK, NXT, NVDA, AMZN. 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.