Jim Cramer's top 10 things to watch in the stock market Thursday

The article is a market-watch commentary highlighting several stock-specific catalysts and broader macro sentiment. Apple is reportedly planning device price increases due to rising memory costs, which could pressure consumer demand but help protect margins. Intel surged on reports that Apple agreed to work with it to design and build chips in America, a potentially important boost for Intel’s foundry ambitions. Several Wall Street actions were noted: KeyBanc raised Marvell’s target, Jefferies initiated IREN with upside tied to AI compute demand, Citi resumed Costco at hold, UBS downgraded Jefferies, Stifel lifted SLB’s target, and Citizens said Netflix may need more price hikes. Nucor also delivered a stronger-than-expected Q2 earnings outlook. Overall, the tone is mixed but constructive for names tied to AI infrastructure, semis, and industrial demand, while valuation concerns weigh on consumer and media names.