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☆ U.S. oil rises as Israel tells Palestinians to evacuate Rafah, Saudi Aramco increases prices
▼ + stars: | 2024-05-06 | by ( Spencer Kimball | ) www.cnbc.com time to read: +1 min

In this article @LCO.1@CL.1 Follow your favorite stocks CREATE FREE ACCOUNTPalestinians, including children, collect usable belongings in the heavily damaged buildings after Israeli attacks in Rafah, Gaza on February 12, 2024. Building targeted in the Israeli attacks and surrounding structures were damaged as Israel's air, land and sea attacks continue on the Gaza Strip. (Photo by Jehad Alshrafi/Anadolu via Getty Images) Jehad Alshrafi | Anadolu | Getty ImagesU.S. oil rose Monday, trying to recover from last week's steep declines, after Israel told Palestinians to evacuate the southern Gaza city of Rafah, and Saudi Aramco raised its official crude prices. Stock Chart Icon Stock chart icon WTI vs. BrentBut tensions in the Middle East are rising again after the Israel Defense Forces told some 100,000 Palestinians to leave the southern Gaza city of Rafah. Efforts to broker a ceasefire between Israel and Hamas have stalled again, with the two sides accusing each other of sabotaging a deal.

Persons: Jehad Alshrafi, Brent Organizations: Getty, Anadolu, Saudi Aramco, West Texas Intermediate Brent, Natural Gas, Israel Defense Forces, Hamas Locations: Rafah, Gaza, Anadolu, Israel, Saudi, Iran, U.S

☆ 6 portfolio stock earnings and the Fed's favorite inflation gauge dominate the week ahead
▼ + stars: | 2024-04-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The Nasdaq sank 2% on Friday as Netflix dropped nearly 11% post-earnings and Club stock Nvidia fell 10%, entering bear market territory but still up more than 50% in 2024. Following a much stronger-than-expected March retail sales report last month, fresh economic data and six Club stock earnings will take center stage in the week ahead. While lower rates may help stock multiples, that is not a sustainable path to higher equity prices over time. Earnings : The latest quarterly reporting season is starting to ramp into high gear with six Club names set to report next week. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Dow, Jerome Powell, Jim Cramer, Mark, Meta, Bing, Ford, Vimal, Lockheed Martin, Clark, Philip Morris, Sherwin, Williams, Baker Hughes, Lam, Northrop, Dr Pepper, CARR, Edwards Lifesciences, Jim Cramer's, Jim, Michael M Organizations: Nasdaq, Netflix, Nvidia, Dow Jones, Federal, Fed, Hamas, Gross, Google, Reality Labs, General Motors, Honeywell, Microsoft, Verizon Communications, Albertsons Companies, SAP, Cadence Design Systems, United Parcel Service, General Electric, GE, PepsiCo, Lockheed, Spotify Technology, RTX Corporation, JetBlue Airways, Halliburton, HAL, Philip Morris International, Quest Diagnostics, Texas Instruments, Seagate Technology, Mattel, Veralto Corporation, Boeing, General Dynamics, Boston, Hilton, Fisher, Otis Worldwide, IBM, Grill, Viking Therapeutics, Lam Research, Whirlpool, WM, Honeywell International, Royal Caribbean Cruises, American Airlines, Altria, Newmont, Caterpillar, Southwest Airlines, Myers Squibb, AstraZeneca, Mobileye, Northrop Grumman, CNBC, Comcast, Merck, Dow Inc, Carrier Global, Union Pacific, Intel, Western, Mobile, L3Harris Technologies, Exxon Mobil, Chevron, Colgate, Palmolive, HCA Healthcare, Charter Communications, Newell Brands, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: Israel, Iran, Ukraine, destocking, China, Cleveland, Freeport, McMoRan, Kimberly, Masco, Bristol, New York City

☆ Wall Street's scenarios for the Israel-Iran conflict from here and its impact on the oil market
▼ + stars: | 2024-04-15 | by ( Spencer Kimball | ) www.cnbc.com time to read: +5 min

The oil market has brushed off Iran's weekend air assault against Israel, with futures trading as much as 1.5% lower on Monday. Oil prices could spike above $100 a barrel depending on how Israel responds to the attack, the analyst wrote. Attack 'well-telegraphed' Iran's attack, though unprecedented, did little actual damage as Israel and the U.S. intercepted nearly all the drones and missiles. The Islamic Republic warned, however, it would strike harder next time if Israel responds to the weekend attack. Potential threats include Iran seizing ships associated with Israel in the Strait of Hormuz; Israel attacking Iranian oil and gas assets; or Iran striking energy assets of its neighbors if Israel hits too hard.

Persons: Israel, Maximilian Layton, Layton, Brent, Helima Croft, CNBC's, Natasha Kaneva, Kaneva, Goldman, Daan Struyven, RBC's Croft, Jan Stuart, Piper Sandler, Stuart Organizations: Citi ., Brent, Citi, RBC Capital Markets, RBC, U.S, United Nations, Islamic, JPMorgan, CNBC Locations: Israel, Iran, Damascus, Syria, Tehran, Lebanon, Republic, Islamic Republic, Goldman Sachs, Strait, Hormuz, Iranian

☆ Meteorites may be lost to Antarctic ice as climate warms, study says
▼ + stars: | 2024-04-10 | by ( Katie Hunt | ) edition.cnn.com time to read: +9 min

Ice sampling occurs on a blue ice area during the 2022 Chilean Antarctic Institute field mission. “As the climate continues to warm, Antarctic rocks are sinking into the ice at an increasing rate. Meteorites are particularly plentiful in blue ice fields. Steven Goderis/Vrije Universiteit BrusselResearchers have identified areas of meteorite-rich blue ice mostly by luck. “The main worry is the logistical aspect of searching for Antarctica meteorites, which is already difficult today due to the remoteness of Antarctica.

Persons: Maria Valdes, ”, Valdes, Robert A, “, José, wasn’t, Balchenfjella, Steven Goderis, Veronica Tollenaar, ” Valdes, Tollenaar, ” Tollenaar, Harry Zekollari, Katherine Joy, Matthias van Ginneken, van Ginneken, Kevin Righter, Righter Organizations: CNN, Field, University of Chicago, Pritzker Center, Meteoritics, Polar Studies, Antarctic Institute, University of Santiago, Vrije Universiteit Brussel, Université Libre de Bruxelles, University of Manchester, University of Kent’s, Astrophysics, NASA Johnson Space Center Locations: Antarctica, Chile, Vrije, Université, Belgium, Houston

☆ Bull market breaks its stride with the S&P 500's first 2% dip in a long while
▼ + stars: | 2024-04-06 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

Was that a change in the market's character last week, or is it still the same old bull? This is generally to the good, as boring markets are bullish markets while they remain that way. Rates and commodities worries Other asset markets have also been at least inviting the question about a potential shift in character. The good news on this, as I keep insisting, is that it hasn't been a truly Fed-driven market. Though it's easy to imagine the market chafing at this kind of higher-rate, higher-growth equilibrium if it continues too much longer.

Persons: Ned Davis, Jerome Powell, hasn't, That's, We're, It's, Andrew Kelly Organizations: Ned Davis Research, Treasury, Fed, Investors Intelligence, Investment, Deutsche Bank ., New York Stock Exchange Locations: New York City, U.S

☆ Surging oil prices may challenge the Federal Reserve's inflation fight
▼ + stars: | 2024-04-06 | by ( Spencer Kimball | ) www.cnbc.com time to read: +5 min

Mounting geopolitical tensions stemming from conflict in the Middle East and Eastern Europe have helped drive oil prices to five month highs, challenging the Federal Reserve's fight against inflation. U.S. crude oil gained 4.5% this week, touching $87 a barrel on Friday before settling at $86.91. Rising energy prices may affect the timing or magnitude of interest rate cuts, he said. The Federal Reserve is focused on bringing down core inflation, which excludes volatile energy and food prices. Escalating attacks are coming against a backdrop of an already tightening global crude market.

Persons: Brent, Bart Melek, Andy Lipow, Lipow, Bob Yawger, Yawger, Netanyahu, Manish Raj, White, Biden, John Kilduff, Kilduff, Melek, Saudi Arabia doesn't Organizations: Federal, American Automobile Association, West Texas, TD Securities, Lipow Oil Associates, Mizuho Americas, Valero, Philips, Marathon Petroleum, Velandera Energy Partners, Kyiv, JPMorgan, Financial Times, Again Capital, Bank of America, Saudi Locations: East, Eastern Europe, Iran, Israel, Ukraine, Damascus, Kyiv, Ukrainian, Russia, Saudi Arabia

☆ We're seeing another late-day stock market selloff. Here's what we think is going on
▼ + stars: | 2024-04-04 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. ET — lining up almost perfectly with the selling in the stock market. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a 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.

Persons: Jim Cramer, SPX @CL, Ford, you've, Jim Farley's, Jim Cramer's, Jim Organizations: CNBC, West Texas Intermediate, Treasury, Ford, Ford Blue, EV, Jim Cramer's Charitable Locations: North America, EVs

☆ A bunch of analysts just hiked price targets for these 2 stocks, giving them over 65% upside
▼ + stars: | 2024-03-20 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Eight analysts upgraded their target prices on two Canadian stocks in the past week, giving both more than 65% upside potential. Wedbush Securities analysts Gerald Pascarelli and Antoine Legault hiked their price target for the stock's U.S.-listed shares to $2.50, giving it an upside of 18%. Investment banks Beacon Securities and Alliance Global Partners are significantly more bullish on the stock, giving it upside of 110% and 75%, respectively. VerticleScope reported revenue of $17.9 million, compared to $16.6 million expected by analysts. However, analysts believe the worst is behind it, as all eight covering the stock raised their price targets after the company's earnings.

Persons: Gerald Pascarelli, Antoine Legault, Nick Anderson, MKM Roth, Anderson, Canaccord Genuity, Aravinda Galappatthige Organizations: CNBC, Cresco Labs, Wedbush Securities, Mar, Investment, Beacon Securities, Alliance Global Partners, Capital Markets, National Bank Financial Locations: Mar, U.S

☆ The Donald Trump Immunity Ruling
▼ + stars: | 2024-02-06 | by ( ) www.nytimes.com time to read: +2 min

42 Clause: If the Clause requires an impeachment conviction first, he may not be prosecuted; but if it contains no such requirement, the Clause presents no impediment to his prosecution. Former President Trump also implicitly concedes that there is no absolute bar to prosecuting assertedly “official” actions. 46 ("President Trump was impeached and acquitted by the Senate for the same and closely related conduct to that alleged in the indictment." at 42 (“[A]ll five types of conduct alleged in the indictment constitute official acts."). The Impeachment Judgment Clause is focused solely on those who are convicted by the Senate following impeachment by the House.

Persons: Trump, assertedly Organizations: Senate, House Locations: United States

Some of the biggest analyst calls on Monday focused on a dollar store stock and a major U.S. airline. She assigned a $235 price target, which suggests shares could climb about 23.5%. The analyst maintained his buy rating and raised his price target by $30 to $455, which implies 15.4% potential upside from Friday's close. His $175 price target — down from $185 — implies 25.3% downside for the stock from Friday's close. The bank upgraded the airline to buy from neutral, raising its price target to $20 from $14.

Persons: Bernstein, Hershey, Alexia Howard, Howard, —, — Pia Singh, Jefferies, Brent Thill, Morgan Stanley, Norfolk, Ravi Shanker, Shanker, Raymond James Raymond James, Olivia Tong, Tong, Matthew Boss, Said, ̇, Boss, Stephen Trent, Fred Imbert Organizations: CNBC, JPMorgan, Citi, American Airlines, Hershey, Meta, Norfolk, Colgate, Palmolive, CL, American Airlines American Airlines Locations: U.S, Norfolk Southern

☆ The 4 most important things we're watching in the stock market this coming week
▼ + stars: | 2024-01-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Fortunately, we'll get useful information in the coming weeks as earnings season ramps up and updated inflation data is released. We really want to see more supply come into the market to provide some relief on shelter costs. Looking to next week, we'll get a several key economic updates and a ramp up of earnings releases. 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.

Persons: Morgan Stanley, we'll, Procter & Gamble, we've, We're, we're, We'll, Forex, Brown, BRO, Zions, CrossFirst, Johnson, Lockheed Martin, Horton, ERIC, Baker Hughes, Abbott, ABT, Clark, BOK, Monro, Simmons, United Community Banks, Lam, Ethan Allen Interiors, Raymond James Financial, Sherwin, Williams, Northrop, Murphy, Arthur J, Levi Strauss, LEVI, Booz Allen, Jim Cramer's, Jim Cramer, Jim, John Gress Organizations: Nasdaq, Microsoft, Nvidia, Tesla, Apple, Bank of America, Reserve, Procter, Gross, Citigroup, of Hawaii, United Airlines, Logitech International S.A, AGNC Investment, Agilysys Inc, Great Southern Bancorp, Enterprise Financial Services, Independent Bank, Home Bancorp, RBB Bancorp, TrustCo Bank Corp, Gamble Co, Verizon Communications, 3M Company, General Electric Co, GE, RTX Corporation, Halliburton Company, HAL, Lockheed, Ericsson, Bank, GATX Corporation, MakeMyTrip, National Bancorp, Synchrony, Webster, Atlantic Union Bankshares Corporation, Invesco PLC, Peoples Bancorp Inc, Sandy Spring Bancorp, Netflix, Texas Instruments Incorporated, Steel Dynamics, Canadian National Railway Company, NBT Bancorp, East West Bancorp, Covenant Logistics Group, Inc, Hanmi, National Bank Holdings Corporation, Premier Financial, QCR Holdings, Renasant Corporation, Triumph, Veritex Holdings, ASML, SAP, Textron, Oriental Education, Technology Group, First BanCorp, General Dynamics, OFG Bancorp, Prosperity, TE Connectivity, United Community, Blue Foundry Bancorp, Capitol Federal, HBT, Teledyne Technologies, Business Machines, IBM, Las Vegas Sands Corp, Lam Research, United Rentals, Berkley Corp, Crown, International, Packaging Corporation of America, Seagate Technology plc, CACI, Swift Transportation Holdings, Ameriprise Financial, Concentrix Corporation, First Bank, Liberty Energy, Pathward Financial, Columbia Banking, CSX, American Airlines Group, NextEra Energy Inc, Alaska Air Group, Dow Chemical Co, Valero Energy, Southwest Airlines Co, Nextera Energy, Williams Co, Union Pacific, Applied Industrial Technologies, Mobileye, Northrop Grumman, Comcast, Nokia, TAL Education, McCormick & Company, Intel, Visa Inc, Gallagher, Co, KLA Corporation, Western Alliance, Mobile, L3Harris Technologies, Western, Olin Corporation, American Express Co, Booz, Booz Allen Hamilton Holding, Colgate, Palmolive Co, Norfolk Southern Corporation, Jim Cramer's Charitable, CNBC, Gamble's Locations: Procter &, U.S, China, ZION, Freeport, Kimberly, Las, W.R, Chicago

☆ A low-risk options trade that wins if a volatile casino stock surprises the Street next week
▼ + stars: | 2024-01-18 | by ( Michael Khouw | ) www.cnbc.com time to read: +4 min

Looking at the earnings calendar for next week, a tale of two types of consumer stocks emerges: the predictable and the volatile. We'll look at an options trade that could win if one of the volatile stocks surprises Wall Street. But also reporting are two of the most well known consumer staples stocks, Procter & Gamble (PG) and Colgate-Palmolive (CL) . There were few areas hit harder by the Covid lockdowns than consumer discretionary stocks in the travel, lodging and dining industries. The trade: LVS call spread The company's revenues have recovered meaningfully, but not completely.

Persons: LVS Organizations: Vegas, Procter, Gamble, Colgate, Palmolive, Procter & Gamble, Colgate Palmolive Locations: Marina Bay Sands, Singapore, Macao, Vegas

☆ Oil is the ‘most investable space’ in the economy with prices set to spike on Fed cuts, analyst says
▼ + stars: | 2024-01-04 | by ( Spencer Kimball | ) www.cnbc.com time to read: +2 min

"It is the most investable space out there in the economy right now," Jeff Currie told CNBC's " Squawk Box " on Thursday. "I don't care how bearish you get on fundamentals this year — if you see the Fed cut, you don't want to be short commodities," Currie said. Rather, it was the result of a "one-off increase in supply" that the market will absorb, he said. "It wasn't created by investment or a slowdown in demand," Currie said of the price drop. "It was created by a one-off increase in supply that the system can either absorb, or that one-off increase in supply goes away."

Persons: Goldman Sachs, Jeff Currie, CNBC's, we're underinvested, Currie Organizations: Goldman, Federal, West Texas, West Locations: Iran, Russia, Venezuela, Western

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Oracle, Eli Lilly, Airbnb, Meta, Southwest & more
▼ + stars: | 2023-11-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Jefferies initiates PepsiCo as buy Jefferies called PepsiCo a defensive stock. " Jefferies initiates Procter & Gamble as buy Jefferies said in its initiation of the stock that it's a top and bottom line growth leader. Jefferies initiates Colgate-Palmolive as buy Jefferies said it sees a "reinvigorated" brand lineup for Colgate. Citi reiterates Amazon and Meta as buy Citi said it's bullish on the partnership between Amazon and Meta. Citi reiterates Eli Lilly as buy Citi said it's standing by its buy rating on the stock.

Persons: Piper Sandler, Stifel, CrowdStrike, KBW, it's, Bernstein, buybacks, Airbnb, BTIG, Raymond James, Natera, Hewlett Packard, Jefferies, Colgate, Morgan Stanley, Edward Jones, Olin, it's bullish, Truist, Citi, Eli Lilly, Lilly, Melius Organizations: UBS, Barclays, Apple, Piper, Capital Holdings, Guardant, Citi, Hewlett, PepsiCo, Pepsi, Procter, Gamble, G, Constellation Brands, Constellation, Colgate, Palmolive, Mirum Pharmaceuticals, Oracle, North America, Amazon, Social Commerce, ~$

☆ A bullish bet on Exxon Mobil using options after decline in crude oil prices
▼ + stars: | 2023-11-10 | by ( Jeff Kilburg | ) www.cnbc.com time to read: +4 min

@CL.1 YTD mountain WTI in 2023 Despite all of that sounding quite bleak for energy and oil, I believe there is opportunity in Exxon Mobil . Exxon is the world's largest refiner with a total global oil refining capacity of nearly 5 million barrels per day. The option strategy that I will utilize is a credit spread, better known as a risk reversal. This risk reversal is being used as an aggressive bull trade. Being forced to buy Exxon Mobil lower than where I initially opened the risk reversal is still a better outcome than if I would have simply purchased the stock outright.

Persons: Brian Sullivan, Sully, XOM Organizations: West Texas, Exxon Mobil, Exxon Locations: China

☆ Why oil is down since the Hamas-Israel conflict started and whether that can last
▼ + stars: | 2023-11-08 | by ( Spencer Kimball | ) www.cnbc.com time to read: +8 min

A risk premium should be present somewhere in oil prices, Papic wrote. "If the Hamas attack leads to a regional conflict in the world's most important oil producing geography, then oil prices should catch a bid… any bid. Beijing's crude oil imports rose in October, but the country's overall exports fell more than expected, indicating the global economy may be slowing. The biggest risk for oil prices is a decline in Iranian oil exports by 300,000 to 500,000 barrels per day, the bank cautioned. The U.S. House of Representatives last week passed a bill to harden sanctions on Tehran's crude exports in an overwhelming bipartisan vote following the Hamas' attacks.

Persons: Netanyahu, Marko Papic, Papic, Oil's, Ellen Wald, Wald, Ayatollah Ali Khamenei, Giovanni Staunovo, Staunovo, Joe Biden, Mike Rothman, Rothman Organizations: Brent, West Texas, Clocktower, U.S . Energy, UBS, OPEC, U.S . House, Iran's, Bank, World Bank, Gulf Cooperation Council, GCC, Washington, Cornerstone Analytics, JPMorgan Locations: Israel, @CL, Gaza, Yemen, Lebanon, Iran, Syria, China, U.S, Europe, Saudi Arabia, Russia, Strait, Hormuz, Ukraine, Riyadh, India, Japan, South Korea, Republic, Staunovo, Tehran, Gulf States

☆ Condom maker Church & Dwight lifts sales forecast again on steady demand, higher prices
▼ + stars: | 2023-11-03 | by ( ) www.reuters.com time to read: +2 min

REUTERS/Mark Makela Acquire Licensing RightsNov 3 (Reuters) - Church & Dwight (CHD.N) lifted its annual net sales forecast for a third time this year on Friday, boosted by high prices as well as strong demand for its household and personal care products. Consumer goods companies have been bumping up product prices to offset spiraling raw material and labor costs as well as the impact of a stronger dollar, although investors have raised concerns that higher prices might dent demand. Last week, toothpaste maker Colgate-Palmolive (CL.N) raised its annual sales and profit forecasts again, while Kleenex tissue maker Kimberly-Clark (KMB.N) has also hiked its full-year profit expectations for a third time. "We are maintaining our full-year EPS outlook, with higher revenue and gross profits being offset by higher marketing and selling, general, and administrative (SG&A) dollars," CEO Matthew Farrell said in a statement. For the reported quarter, Church & Dwight's marketing expenses rose by 19%, with the company projecting a "significant increase" in marketing spending in the current-quarter amid strong momentum.

Persons: Mark Makela, Clark, Dwight, Matthew Farrell, Granth, Saumyadeb Organizations: REUTERS, & Dwight, Colgate, Palmolive, Thomson Locations: Dover , Delaware U.S, Kimberly, Bengaluru

☆ How oil could spike to $150, even $250 if Israel-Hamas war escalates, according to Bank of America
▼ + stars: | 2023-10-25 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

The Wall Street side of the Charlotte-based bank laid out scenarios where oil could hit $150 per barrel, or even $250, depending on how the war shakes out. The international oil benchmark Brent crude held around $88 Wednesday after trading closer to $94 late last week. Bank of America sees any escalation involving Iran triggering a jump to $120 to $130 per barrel. If a physical supply disruption occurs because of attacks on energy infrastructure, oil could surge above $130 a barrel, Bank of America said. If the strait is closed, oil prices can spike above $250 per barrel, the bank said.

Persons: BofA Organizations: Hamas, Bank of America, Brent, . West Texas, West Texas, U.S, Hezbollah, bbl Locations: Israel, Charlotte, Iran, Palestinian, Yemen, Iraq, Lebanon, Tehran, Syria, Lebanese, Hormuz

☆ Ten Hag calls on Man Utd to pay tribute to Charlton with CL win
▼ + stars: | 2023-10-23 | by ( ) www.reuters.com time to read: +3 min

Charlton, who was a key figure in England's 1966 World Cup-winning team, died at the age of 86 on Saturday. He helped United win the European Cup in 1968 and three English league titles as well as the FA Cup. "Bobby was a legend - a giant not only for Manchester United, but for football. We have to live it every day," Ten Hag told reporters ahead of Tuesday's home game against FC Copenhagen. Asked about how United would deal with the emotions of the game, Ten Hag said: "We are professionals, it's our job.

Persons: Diogo Dalot, Erik, Hag, Bobby Charlton, Carl Recine, Erik ten Hag, Bobby, Denis Law, George Best, Sir Bobby Charlton, Rasmus Hojlund, He's, Marcus Rashford, Aadi Nair, Christian Radnedge Organizations: Soccer Football, League, Manchester United Press Conference, Trafford Training Centre, Rights, Manchester United, Charlton, United, European, FA, FC Copenhagen, Champions League, Copenhagen, Galatasaray, Premier League, Brentford, Sheffield United, Thomson Locations: Manchester, Britain, Rights MANCHESTER, England, Old Trafford, Bengaluru

☆ 3 things to watch in the stock market next week as bond yields hover at 2007 highs
▼ + stars: | 2023-10-21 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +12 min

The usual suspects were to blame — rising bond yields, geopolitical tensions, and oil prices — and will hold the keys to the market this coming week. Earnings are one of the three major themes on the marquee next week, with 10 Club companies reporting. Here are the companies: Danaher (DHR), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), Veralto (VLTO), Honeywell (HON), Linde (LIN), Amazon (AMZN), Ford (F) and Stanley Black & Decker (SWK). 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.

Persons: —, Jerome Powell, Jim Cramer, Jim, Morgan Stanley, Stanley Black, Decker, Danaher, Veralto, it's, Mark Zuckerberg, We're, Vimal Kapur, Linde, Jim Farley, Ford, FactSet, Powell, WTI, Baker Hughes, Edwards Lifesciences, Northrop, CARR, Davidson, Dr Pepper, Phillips, Jim Cramer's, Michael M Organizations: Dow Jones, Nasdaq, Economic, of New, Treasury, West Texas, Procter, Gamble, 10, Microsoft, Honeywell, Linde, LIN, Health Care, Technology, Communications Services, Google, Meta, Ford, Amazon, United Auto Workers, Atlanta, Wall Street, Hamas, Brent, Strategic Petroleum Reserve, Logitech, Verizon, General Electric, GE, RTX Corporation, Halliburton, HAL, General Motors, Dow Chemical, DOW, Xerox, Texas Instruments, F5 Networks, WM, Boeing, Fisher, Mobile, Hilton, General Dynamics, Norfolk Southern, Otis Worldwide, IBM, KLA, O'Reilly Automotive, Mattel, Whirlpool, Gross, Royal Caribbean Cruises, Hershey Company, United Parcel Service, Southwest Airlines, Altria, Northrop Grumman, Valero Energy Corp, Mastercard, Merck, Co, Myers Squibb, Newmont, Tractor Supply Company, Comcast, Seagate Technology, Boston, Hertz, Carrier, Hasbro, Harley, Intel, Grill, United States Steel, Boston Beer Company, Texas, University of Michigan, Exxon Mobil, Chevron, Charter Communications, Colgate, Palmolive, Newell Brands, Sanofi, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Santiago, Getty Locations: of New York, U.S, Industrials, OpenAI, America, Venezuela, Cleveland, Norfolk, ORLY, Bristol, Brunswick, Oshkosh, New York City

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Colgate, Pfizer, Disney and more
▼ + stars: | 2023-10-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS upgrades UnitedHealth to buy from neutral UBS called the stock a "core holding." Jefferies upgrades Pfizer to buy from hold Jefferies said investors should buy the dip in shares of Pfizer. UBS initiates Evolent Health as buy UBS said it sees more upside for the health-care company. Morgan Stanley upgrades Varonis Systems to overweight from equal weight Morgan Stanley said the data security and analytics company has "underappreciated AI tailwinds." UBS upgrades Tal Education to buy from neutral UBS said a turnaround for the education tech company is underway.

Persons: Morgan Stanley, Apple, Jefferies, Goldman Sachs, Horton, Piper Sandler, Tesla, Truist, Stifel Organizations: Apple, JPMorgan, Nvidia, NVIDIA, UBS, UNH, Jefferies, Pfizer, Maplebear Inc, Disney, US Parks, Evolent Health, payors, Varonis, Nice Systems, NICE, Netflix, ISI, Tal Education, RBC, BMO, Energy, Colgate, Palmolive Locations: UNH, U.S

☆ Stifel upgrades Colgate-Palmolive, sees 14% upside driven by strong Hill's pet food sales
▼ + stars: | 2023-10-16 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Colgate-Palmolive has more upside ahead than downside, according to Stifel. Still, the new forecast implies roughly 14% upside from Friday's $70.95 close. Colgate-Palmolive stock has slipped nearly 10% since the start of the year. CL YTD mountain Colgate-Palmolive stock. Stifel also expects year-over-year market share improvement in Colgate toothpaste, "which began in 1Q22 following years of share underperformance, to continue," Astrachan said.

Persons: Mark Astrachan, Stifel, Astrachan, Morgan Stanley, Morgan, — CNBC's Michael Bloom Organizations: Colgate, Palmolive Locations: 2Q23, 3Q23, 1Q22

☆ US oil is back, and ExxonMobil's $60 billion deal isn't even the biggest signal
▼ + stars: | 2023-10-15 | by ( Tim Mullaney | ) www.cnbc.com time to read: +8 min

The news came a day after a $60 billion deal between Exxon Mobil and independent oil producer Pioneer Natural Resources . Monthly production topped out at 13 million barrels per day in November 2019 and hit 9.9 million by February 2021. And offshore oil drilling in the Gulf of Mexico recovered to 2 million barrels a day, but hasn't grown. Where oil companies have been spending their money U.S. oil companies cut capital spending to $106.6 billion last year from $199.7 billion in 2014, according to Statista, contributing to the decline in oil production and arguably delaying the recovery. According to Energy Department data, oil and gas companies paid out about $75 billion per quarter in the last year.

Persons: Brittany Sowacke, Rob Thummel, hasn't, what's, Thummel, Alexandre Ramos, Jay Hatfield, doesn't, Baker, Hughes, Darren Woods, Woods, Hatfield, Ramos, Peon, aren't Organizations: Bloomberg, Getty, Energy, U.S . Department of Energy, Exxon Mobil, Natural Resources, Wall, Exxon, Big Oil, America, Rystad Energy, Oil, Infrastructure Capital Advisors, Energy Department, Pioneer, CNBC, Chevron, PDC Energy, Noble Energy, Independent, Global, ExxonMobil, OPEC, Iran Locations: Midland , Texas, Brittany, Kansas City, Mo, U.S, Oklahoma, North Dakota, Alaska, Gulf, Mexico, Texas, New Mexico, Colorado, New York, American, Hatfield, Israel, Iran

☆ Two ways Israel-Hamas war could lead to much higher oil prices
▼ + stars: | 2023-10-09 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The escalating conflict between Israel and Hamas threatens to push oil prices higher by straining relations between major oil-producing countries in the Middle East, according to Wall Street experts. Oil prices rose Monday after the weekend attacks, though they remain below recent highs from two weeks ago. Saudi Arabia One key player on the sidelines of the war is Saudi Arabia. Iran The other major oil producer tied into the conflict is Iran, the chief backer of Hamas. Bank of America's Doug Leggate said in a note to clients that the United States could release oil from its strategic petroleum reserve if prices spike.

Persons: Goldman Sachs, Daan Struyven, Struyven, Helima Croft, Antony Blinken, Goldman's Struyven, Ed Morse, East . Bank of America's Doug Leggate, Leggate, — CNBC's Michael Bloom Organizations: Texas, Wall Street, Israel, Saudi, RBC Capital Markets, Hamas, East . Bank of America's Locations: Israel, Gaza, East, Saudi Arabia, Saudi, Iran, U.S, Lebanon, United States

☆ Market strategist cautions that war is inflationary, says buy energy and defense stocks
▼ + stars: | 2023-10-09 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

The war in the Middle East could lead to higher inflation for longer as it puts upward pressure on oil prices, according to Strategas' Jason Trennert. On Saturday, militant group Hamas attacked Israel, leading to the deadliest offensive attack Israel has experienced in 50 years . Oil prices spiked following the attack, with Brent crude futures rising nearly 4% to $87.94 a barrel. "There is likely to be natural tendency to buy Treasurys and the U.S. dollar, but wars are generally inflationary." Rising oil prices could put even more pressure on inflation.

Persons: Strategas, Jason Trennert, Israel, —, Trennert, Hess, Northrop Grumman, — CNBC's Michael Bloom Organizations: Brent, . West Texas, U.S ., Federal Reserve, Energy, Halliburton, CF Industries, L3Harris Technologies, General Dynamics Locations: Israel

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