# Jim Cramer's 10 stock market moves to watch Friday

> Apple's iPhone launch, Netflix downgrade, and tariff delays top the market agenda.
- Title: Jim Cramer's 10 stock market moves to watch Friday · CNBC
- Summary: Apple's iPhone launch, Netflix downgrade, and tariff delays top the market agenda. Major analyst downgrades on Netflix and Lennar signal weakness in consumer…
- Keywords: jim cramer, stock market, apple iphone 18, netflix downgrade, lennar homebuilder, accenture downgrade, etsy upgrade, stubhub upgrade, tariffs, treasury yields, analyst ratings, business
- Source: CNBC — https://cnbc.com/2026/09/18/jim-cramers-top-10-things-to-watch-in-the-stock-market-friday.html
- Author: Jim Cramer
- Published: 2026-09-18T12:59:33+00:00
- Read time: 1 min
- Topics: jim cramer, stock market, apple iphone 18, netflix downgrade, lennar homebuilder, accenture downgrade, etsy upgrade, stubhub upgrade, tariffs, treasury yields, analyst ratings, business
## Tariff delay lifts futures
Stock futures are flat after yesterday's rally as the Trump administration postpones new tariffs until after next week's summit with China. The 10-year Treasury yield is creeping toward 5% again.
## Apple's iPhone 18 event today
Apple is launching the iPhone 18 today. Evercore raised its price target to $380 from $365, betting this refresh cycle will beat expectations.
## OpenAI hacked via Claude
Security researchers used Anthropic's Claude to hack into OpenAI through an employee's ChatGPT account. Cramer questions whether OpenAI's cybersecurity defenses are strong enough.
## Netflix downgraded to sell
Wells Fargo downgraded Netflix to sell from hold, cutting the price target to $57 from $80. Analysts cited weak content slate and worrisome engagement trends in the second half of the year.
## Lennar hits 52-week low
Barclays lowered Lennar's price target to $70 from $79 after earnings, implying over 11% downside. Rising interest rates and 7% mortgages are crushing the homebuilder versus pandemic-era borrowing costs.
## Etsy upgraded on cooler prices
BTIG upgraded Etsy to buy from hold with a $90 price target, representing 24% upside. Analysts see better risk and reward now that shares have cooled since late August.
## StubHub upgraded after IPO flop
Citi upgraded StubHub to buy from hold after seeing strong app downloads in the third quarter. The ticket marketplace has been down over 70% since its blown IPO last September.
## Key takeaway

Major analyst downgrades on Netflix and Lennar signal weakness in consumer and housing stocks, while Apple's new iPhone and several upgrades offer potential bright spots.