The Club's top 10 things to watch in the stock market Monday

The article is a CNBC Investing Club morning note highlighting market catalysts and several stock-specific analyst actions. Broader markets are expected to open mixed after the S&P 500 hit new highs on a 3.5% weekly surge, with investors watching geopolitical risks around Iran/Strait of Hormuz and upcoming July inflation data. For Apple, Jefferies downgraded the stock to sell, citing checks that suggest a planned all-glass iPhone may have been canceled, potentially limiting future pricing power. Intel fell more than 3% after announcing a $15 billion stock sale, while TSMC’s July revenue jumped 45% year over year, signaling robust AI chip demand. Other notable moves included Uber getting a higher target at Jefferies, HPE being upgraded by Morgan Stanley, Meta rising after a new AI model launch, and Boeing announcing the sale of autonomous-flight subsidiaries to Archer Aviation.