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☆ Earnings playbook: Your guide to a key week of reports, including Walmart
▼ + stars: | 2024-05-12 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

Just seven S & P 500 names are slated to post their quarterly figures, including Home Depot and Walmart. Management is scheduled to hold a call at 4:30 p.m. Last quarter: Cisco posted fiscal second-quarter results that beat expectations. What history shows: Cisco shares have risen after the last six earnings releases, Bespoke data shows. Thursday Walmart is set to report earnings in the premarket, followed by a call at 8 a.m. Last quarter: Walmart earnings topped analysts' estimates, thanks to soaring e-commerce sales . What history shows: Walmart has beaten bottom-line forecasts 71% of the time, per Bespoke.

Persons: Wells, Zachary Fadem, LSEG, Samik Chatterjee, Robert Ohmes Organizations: Home Depot, Walmart, CNBC, Investment, Cisco Systems, Management, Cisco, JPMorgan, Campus Networking, Bank of America

☆ Neil Chatterjee reacts to U.S. hiking China EV tariffs
▼ + stars: | 2024-05-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeil Chatterjee reacts to U.S. hiking China EV tariffsHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Neil Chatterjee, Brian Sullivan, “ Organizations: CNBC Locations: China

☆ Apple's buyback plan is one of the key reasons the stock is rallying, says JPMorgan's Chatterjee
▼ + stars: | 2024-05-03 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's buyback plan is one of the key reasons the stock is rallying, says JPMorgan's ChatterjeeSamik Chatterjee, JPMorgan analyst, joins 'Money Movers' to discuss Apple's share buyback plan, if a return to growth in Apple's China business is near, and more.

Persons: JPMorgan's Chatterjee Samik Chatterjee Organizations: JPMorgan Locations: China

☆ Friday's analyst calls: Street reacts to Apple buybacks and Coinbase earnings
▼ + stars: | 2024-05-03 | by ( Alex Harring | ) www.cnbc.com time to read: +12 min

Analyst Scot Ciccarelli upgraded the retailer to buy from hold and raised his price target by $6 to $86. — Alex Harring 6: 22 a.m.: Here's what Wall Street thinks of Coinbase's earnings Coinbase's stronger-than-expected earnings have prompted analyst reactions. Barclays' Benjamin Budish (underweight, $179 price target unchanged, 21.8% downside): "The biggest question going forward is, how sustainable are these trends? — Alex Harring 6:12 a.m.: Wall Street reacts to Apple earnings Apple's buyback announcement has caught the eye of Wall Street analysts. Analyst Benjamin Nolan upgraded the railroad stock to buy from hold and increased his price target by $19 to $267.

Persons: Morgan Stanley, Jefferies, Bernstein, Aneesha Sherman, Sherman, — Alex Harring, Truist, Scot Ciccarelli, Ciccarelli, Ollie's, Estee Lauder, Dara Mohsenian, Mohsenian, Alex Harring, FactSet, Coinbase, what's, —, Goldman Sachs, Will Nance, Benjamin Budish, Oppenheimer's Owen Lau, JPMorgan's Samik Chatterjee, Morgan Stanley's Erik Woodring, Michael Ng, bullish, George Notter, Notter, We've, it's, Stifel, Benjamin Nolan, Nolan, — Alex Harring —, Michael Bloom Organizations: CNBC, Arista and Union Pacific, Apple, Arista, FactSet, Barclays, Bloomberg, ASU, Street, Services, Jefferies, Arista Networks, Nvidia, Microsoft, Meta, Pacific, Union Pacific Locations: F3Q, China, Thursday's

☆ Apple is about to jump into the AI race. Here's what analysts expect it to do
▼ + stars: | 2024-05-03 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

AAPL 1D mountain Apple shares on Friday More substantive updates on Apple's latest AI offerings in both hardware and services are expected to come during its Worldwide Developers Conference in June. According to JPMorgan's Samik Chatterjee, the focus during the event will primarily be on the AI features Apple will include in its iOS 18 software. Mohan holds a buy rating on shares and slightly increased his price target to $230 from $225. "We think Apple can deliver AI upside without the AI capex we see elsewhere," Evercore ISI analyst Amit Daryanani wrote in a Thursday note following the earnings. "Apple is accelerating investments in Generative AI and [is] set to introduce new features at its most important developer conference ever."

Persons: Apple didn't, Wall, JPMorgan's Samik Chatterjee, Wamsi Mohan, Mohan, Amit Daryanani, Morgan Stanley's Erik Woodring, Woodring, Wells Fargo's Aaron Rakers, Rakers, America's Mohan, Michael Bloom Organizations: Apple, Worldwide Developers Conference, of America, America's Locations: WWDC

☆ Thursday's analyst calls: Discount retailers upgraded, more good news for Carvana, tough outlook for CVS
▼ + stars: | 2024-05-02 | by ( Hakyung Kim | ) www.cnbc.com time to read: +8 min

Thursday's analyst calls feature upgrades to discount retailers TJX and Burlington and used car outlet Carvana, while there was more bad news for CVS Health following a tough earnings report Wednesday. He also raised his price target to $130 from $70, or 49.2% above Wednesday's close price. He lowered his price target by $25 to $60, or just 5.6% higher from Wednesday's close price. Analyst Jay Sole also lifted his price target to $132 from $104, indicating nearly 41% upside from Wednesday's close. He raised his price target to $212 from $126, suggesting shares could gain 19.1% from where they closed Wednesday.

Persons: Morgan Stanley, Joseph Moore, Moore, Samik Chatterjee, Chatterjee, Tal Liani, Liani, — Hakyung Kim, JPMorgan Carvana, Rajat Gupta, Gupta, Kevin Caliendo, Caliendo, Jay Sole, Sole, BURL, — Hakyung Kim —, Michael Bloom Organizations: CNBC, CVS Health, UBS, CVS, JPMorgan, Qualcomm, Wall Street, Samsung, Huawei, Edge, headwinds, " Bank of America, Microsoft, Burlington Discount, TJX Companies, Burlington Stores, Burlington Locations: Burlington, Carvana, CY24, seasonality, optionality, Maxx

☆ Here come Apple’s quarterly results. This is what traders are watching
▼ + stars: | 2024-05-02 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

Sacconaghi has a $195 price target on shares, suggesting 15% upside from Wednesday's close. Bernstein is optimistic that the ongoing weakness in the China market "is more cyclical than structural." Oppenheimer analyst Martin Yang lowered his forecast for the current quarter ahead of the report, accounting for softer iPhone sales trends in China. Sankar has a buy rating and a price target of $220. Malik reiterated his buy rating on the stock ahead of the announcement while notching down his price target to $210 from $220.

Persons: Tesla, Bernstein, Toni Sacconaghi, Sacconaghi, Oppenheimer, Martin Yang, Yang, Samik Chatterjee, Chatterjee, TD Cowen's Krish Sankar, Sankar, JPMorgan's Chatterjee, Atif Malik, Malik, Cowen's Sankar Organizations: Apple, Wall Street, Huawei, Counterpoint Research, JPMorgan, Citi Locations: China, India

☆ Wednesday's analyst calls: Amazon draws praise, 3M finds some support, Starbucks cut
▼ + stars: | 2024-05-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

JPMorgan analyst Vivek Juneja upgraded the regional bank stock to an overweight rating from neutral, simultaneously lifting his price target to $39.50 from $37.50. — Lisa Kailai Han 6:27 a.m.: Deutsche Bank downgrades Starbucks after disappointing quarterly earnings Starbucks could feel some near-term pressure, according to Deutsche Bank. Analyst C. Stephen Tusa also raised his price target to $111 from $110, implying that shares of 3M could rally 15% from here. 3M stock has added nearly 6% so far in 2024, but the stock is still trading at an attractive valuation given the company's characteristics, Tusa said. Amongst the group, JPMorgan analyst Doug Anmuth has the highest price target of $240, which implies that Amazon stock could rally another 37% from here.

Persons: Vivek Juneja, Juneja, — Lisa Kailai Han, Samik Chatterjee, Chatterjee, Lauren Silberman, Silberman, Lisa Kailai Han, Stephen Tusa, Tusa, 3M's, Morgan Stanley, Doug Anmuth, Anmuth, — Lisa Kailai Han — CNBC's Michael Bloom Organizations: CNBC, JPMorgan, Starbucks, Deutsche Bank, Fifth, Bancorp, Logitech, 3M, Barclays, Bank of America, Amazon, Services, Wall Street, — Locations: China

☆ Once-hot AI play Super Micro is getting crushed, but most analysts are staying bullish
▼ + stars: | 2024-05-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Super Micro Computer shares are selling off at the moment, but major Wall Street firms are hopeful about the company's long-term prospects. Super Micro, one of the vendors that builds Nvidia-based servers, released quarterly results on Tuesday after market close. Super Micro also bumped up its fiscal 2024 revenue guidance above its previously estimated range and what analysts are expecting. But a revenue miss dragged shares of Super Micro 16% lower on Wednesday. On the other hand, Goldman Sachs and Wells Fargo maintained their neutral-equivalent ratings for shares of Super Micro.

Persons: LSEG, Samik, Chatterjee, Ruplu Bhattacharya, George Wang, Wang, Goldman Sachs, Wells Fargo, Wells, SMCI, Michael Ng, Ng Organizations: Micro Computer, Nvidia, Super, JPMorgan, Barclays, Bank of America, DELL Locations: CY25, East, UAE, Saudi Arabia, Sweden, Japan, Korea, Malaysia

As the busy first-quarter earnings season moves along, several stocks still set to report could be due for big swings. First-quarter earnings have boosted stocks this week, as more than 77% of companies in the S & P 500 have exceeded analysts' expectations, according to FactSet. The S & P 500's year-over-year earnings growth for the first quarter is running at about 5.6%, according to Friday data from LSEG . The names on tap range from big-name AI plays Super Micro Computer and Amazon to health-care giants such as Moderna . Chipmakers Super Micro Computer and Advanced Micro Devices could also see some major moves this week, as they could rise or fall as much as 12.6% and 7.4%, respectively.

Persons: Curtis Nagle, Nagle, Samik Chatterjee, Goldman Sachs, Pinterest Organizations: Dow Jones, Computer, Moderna, CNBC Pro, Bank of America, TikTok, JPMorgan, Super Locations: chipmakers

☆ How a climate tech founder is growing his advisory board, including Larry Summers
▼ + stars: | 2024-04-20 | by ( Ian Thomas | ) www.cnbc.com time to read: +4 min

But meeting that lofty challenge is increasingly not just a function of Kemper's gained expertise in renewables and clean technology from stints at the UN and financing clean energy projects in developing countries before founding Palmetto, he told us recently. Building the proper sounding board is critical for any leader, especially as challenges and opportunities for business are emerging quicker than ever. For Kemper, his approach has been to build a network around him where "the world is kind of one degree away." Kemper said Summers' expertise will be crucial as the company looks to navigate the continually murky waters of economic policy moving forward. Decarbonization is not only vital for environmental sustainability but also for stabilizing global long-term economic growth," Summers said in a statement.

Persons: Chris Kemper, Kemper, Kemper's, You've, Neil Chatterjee, Nirav Tolia, Monica Williams, Larry Summers, Bill Clinton's, President Obama, Summers, Larry, there's Organizations: Palmetto, UN, U.S . Federal Energy Regulatory, Equity, National Economic Council, President, World Bank

☆ U.S. tech CEOs give India PM Modi boost ahead of election
▼ + stars: | 2024-04-18 | by ( Seema Mody | ) www.cnbc.com time to read: +2 min

The ironclad relationship that India Prime Minister Narendra Modi has developed with CEOs of the largest U.S. tech companies is giving his nation the foreign support that India has craved for more than a decade. The promise of further economic growth in India as China's economy slows has led many American CEOs to support Modi's policies. Ahead of the election, Apple's expansion into India in particular has given Modi political clout and created more investing interest among U.S. companies, experts told CNBC. Modi has established an ongoing dialogue with a range of powerful Silicon Valley CEOs as India's national election starts. The election, which will end in early June, is expected to see more than 960 million citizens vote.

Persons: Sundar Pichai, Tim Cook, Narendra Modi, Manjari Chatterjee Miller, Modi, India's, –, Pravin Krishna, Chung Ju Yung Organizations: Apple, Washington , D.C, India, Indian, CNBC, Council, Foreign Relations, Johns Hopkins University, Bharatiya Janata Party Locations: Washington ,, India, Washington, Beijing, Pakistan, South Asia, Modi's

☆ Apple shares just had their best day since last May
▼ + stars: | 2024-04-11 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Apple CEO Tim Cook greets customers as he arrives for the release of the Vision Pro headset at the Apple Store in New York City on Feb. 2, 2024. Apple shares climbed 4.3% on Thursday to a share price of $175.04. Apple's rise came during a strong day for technology stocks, especially those in artificial intelligence, as the Nasdaq Composite rose 1.77%. Apple shares are down more than 5% so far this year. On Thursday, JPMorgan analysts wrote that sentiment over Apple shares is improving with hedge fund investors, partially due to its recent stock slide.

Persons: Tim Cook, Apple's, Samik Chatterjee, Chatterjee Organizations: Apple, Nasdaq, JPMorgan, Apple's Worldwide, Bloomberg Locations: New York City, China

☆ Investors are getting it wrong about Apple — again, Bank of America says
▼ + stars: | 2024-04-11 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Investors are again underestimating Apple's gross profit margins, according to Bank of America. In actuality, the company exceeded those expectations, reporting 44% gross margins last year. Looking ahead, Mohan estimates that vertical integration and product mix could yield more than 100 basis points of upside to Apple's gross margins. He also estimates that Apple's utilization of its own internal modems could add 110 basis points to product gross margins and 160 basis points of iPhone gross margins. "Pricing is an additional level that Apple can employ to further increase gross margins."

Persons: Wamsi Mohan, Mohan, Samik Chatterjee Organizations: Bank of America, Apple, Products, Services, Bank of, JPMorgan, Cap Tech

☆ Neil Chatterjee weighs in on report alleging Pres. Biden plans to block Arctic oil drilling
▼ + stars: | 2024-04-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeil Chatterjee weighs in on report alleging Pres. Biden plans to block Arctic oil drillingHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Neil Chatterjee, Pres, Biden, Brian Sullivan, “ Organizations: CNBC

☆ 3 ways Apple’s monopoly lawsuit could change the iPhone experience for fans
▼ + stars: | 2024-03-26 | by ( Samantha Murphy Kelly | ) edition.cnn.com time to read: +7 min

Apple added that the lawsuit could empower the government “to take a heavy hand in designing people’s technology.”But if successful, the lawsuit could ripple across Apple’s products and services. Anna Moneymaker/Getty ImagesChanges to the App StoreIf found liable, the company could be forced to change a number of things. One such change is how iPhone users could get greater access to “super apps” that have been largely restricted before. More open servicesAnother likely change is how hardware from other companies, such as smartwatches, will interact with the Apple range of devices and software, including the iPhone and Apple’s services like Fitness+. But Apple’s success stems in part to its tight grip on its products and services, keeping things intuitive and seamless.

Persons: Biden, Apple, here’s, General Merrick Garland, Anna Moneymaker, Dipanjan Chatterjee, Forrester, ”, Chatterjee, it’s, David McQueen, ” McQueen, ” Chatterjee Organizations: CNN, Apple, Department of Justice, ”, Apple Watch, ABI Research Locations: Washington ,, innovating

Goldman Sachs, meanwhile trimmed its price target on Boeing, citing several risks amid the company's ongoing safety issues. The analyst initiated coverage of the stock with an overweight rating and year-end price target of $1,150, which implies shares could jump 18.2%. Analyst Kannan Venkateshwar upgraded shares of the media giant to overweight from equal weight and also raised his price target by $40. His new $135 price target implies 16.5% potential upside over the next year. — Pia Singh 5:37 a.m.: Goldman Sachs trims Boeing price target Goldman Sachs lowered its price target on Boeing to $257 from $268 amid the airplane maker's ongoing issues safety issues.

Persons: Goldman Sachs, JPMorgan's Samik Chatterjee, inferencing, Chatterjee, — Pia Singh, Kannan Venkateshwar, Venkateshwar, Disney's, Noah Poponak, Poponak, Fred Imbert Organizations: CNBC, Disney, Barclays, Boeing, JPMorgan, Computer, Enterprises, Alaska Airlines Locations: 3Q24, 4Q24

☆ JPMorgan says this tech stock that's tripled this year can keep going as it helps lead the AI revolution
▼ + stars: | 2024-03-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Super Micro Computer's red-hot run should continue as it powers the artificial intelligence revolution sweeping Wall Street, according to JPMorgan. Analyst Samik Chatterjee initiated coverage of Super Micro Computer with an overweight rating as the company leads the AI compute market "still in its infancy." Supporting the target and a next-twelve months EPS multiple of 36 times is an expectation for rapid growth and earnings upside within the AI server market. SMCI YTD mountain Super Micro shares year to date Driving ongoing upside is an expectation for rapid growth in the server market. This suggests that Super Micro will conservatively gain 10% to 15% of the AI server market.

Persons: Samik Chatterjee, Micro's, Chatterjee Organizations: JPMorgan, Computer, Super

☆ Stocks making the biggest moves midday: Digital World Acquisition Corp., Boeing, Disney and more
▼ + stars: | 2024-03-25 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Masimo — The medical technology company climbed nearly 5%. Wells Fargo upgraded the stock to overweight from equal weight in light of the news. Super Micro Computer — The chip stock jumped nearly 10% after JPMorgan initiated coverage of the high-flying name. Foot Locker — Shares jumped 7% after Evercore upgraded shares to outperform from in line. Digital World Acquisition Corp. — The special purpose acquisition company leapt 26% after shareholders approved a merger with former President Donald Trump's social media company Trump Media & Technology Group, which owns Truth Social.

Persons: David Calhoun, Larry Kellner, Masimo, Wells Fargo, Samik Chatterjee, Chipmakers, Nelson Peltz's, Bob Iger, Evercore, Foot, Wedbush, GameStop's, Donald Trump's, Alex Harring, Jesse Pound, Hakyung Kim, Pia Singh, Sarah Min Organizations: Boeing, JPMorgan, Department of Energy, Semiconductor, Micron Technology, Nvidia, VanEck Semiconductor, Disney, Barclays, Fund Management, Mizuho, GameStop, Trump Media & Technology Group, Trump Media, United Airlines —, Reuters, U.S . Federal Aviation Administration, United Airlines Locations: Wells, Cleveland, Department of Energy . Cleveland, Ohio, Pennsylvania

☆ These are JPMorgan's top AI stock picks outside of the chip space
▼ + stars: | 2024-03-24 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Overall, Chatterjee said that the AI cohort is trading at a 55% premium relative to the non-AI basket. While that may be the case, the top AI picks still remain attractive — including a few names outside of the chip space, he wrote. In the same note, Chatterjee released a list of his top AI stock picks. One of Chatterjee's top AI picks is PC and server manufacturer Dell . The stock "trades at one of the most inexpensive multiples relative to the AI Group despite the robust premium relative to its own historical average," he wrote.

Persons: Stocks, Samik Chatterjee, Chatterjee, Dell, Goldman Sachs, Michael Ng Organizations: JPMorgan, Nvidia, Apple, Big Tech, Dell, Arista Networks, Arista

☆ Here's how your iPhone could get worse if the DOJ's antitrust lawsuit succeeds
▼ + stars: | 2024-03-23 | by ( Grace Kay | ) www.businessinsider.com time to read: +7 min

Some critics of the suit believe it could make the iPhone worse, leading to security concerns and a less seamless experience. But is that something that iPhone users really want? The DOJ filed an antitrust lawsuit against Apple on Thursday. AdvertisementFor its part, Apple has argued that the DOJ's lawsuit could pose any number of issues for iPhone users — from security and privacy concerns to a degradation in user experience. A less seamless user experienceThe DOJ's lawsuit could also have a detrimental impact on Apple's signature user experience, according to some experts.

Persons: —, Apple, Jeff Chiu, Tim Cook, Cook, Benedict Evans, Evans, Jennifer Huddleston, Koch, Huddleston, Adam Kovacevich, Dave Lee, Lee, Forrester, Dipanjan Chatterjee, Apple's, Chatterjee, Fortune Organizations: DOJ, Apple, Service, US Department of Justice, AP, Union's, Venture, Cato Institute, Apple Watch, of, Big Tech, Bloomberg

☆ Goldman warns these are the most crowded AI-related stocks
▼ + stars: | 2024-02-07 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

These stocks riding the surge of interest in artificial intelligence are the most crowded trades, Goldman Sachs warned. The top five most crowded trades include Autodesk, a design software company; Arista Networks, a network equipment company; and Advanced Micro Devices, a chipmaker. Autodesk is considered the most crowded trade, according to Goldman Sachs. But Goldman Sachs does not anticipate much runway left for the stock, just 3% upside to its price target. The stock is up 23% in 2024, but can fall 27% based on Goldman Sachs' price target.

Persons: Goldman Sachs, Samik Chatterjee, Morgan Stanley Organizations: Street, Autodesk, Arista Networks, Devices, Arista

☆ Premarket stocks: US companies are still worried about an economic shock
▼ + stars: | 2024-02-07 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +6 min

A version of this story first appeared in CNN Business’ Before the Bell newsletter. But America’s publicly traded companies are flashing a key sign of economic uncertainty — they’ve been hoarding cash. And companies with existing and expensive debt in a high-interest rate environment would likely want to use their cash to pay it down. “We interpret this correlation as evidence that cash reserves act like insurance against sudden economic shocks,” wrote the researchers. The missing bolts are apparently not the only problem.

Persons: America’s, ” Vijay Govindarajan, ”, Dartmouth’s Govindarajan, Anup Srivastava, Chandrani Chatterjee, Max, Jennifer Homendy, Homendy, Evan Spiegel, Tuesday’s, Read Organizations: CNN Business, Bell, New York CNN, CNN, Moody’s Investors, Dartmouth’s Tuck School of Business, University of Calgary’s Haskayne School of Business, University of Texas, JPMorgan, NTSB, Boeing, National Transportation Safety, Max, Alaska Airlines, United Airlines, Wall Street, Meta Locations: New York, Ukraine, Arlington, Alaska, Oregon, ”

☆ Apple will report earnings after the bell
▼ + stars: | 2024-02-01 | by ( Kif Leswing | ) www.cnbc.com time to read: +5 min

Apple reports fiscal first-quarter earnings after the bell. Investors will be closely watching to see if Apple guides to growth again in the current quarter. Some analysts believe Apple's iPhone revenue may look good in a soft market quarter, outperforming rivals that are also seeing weak demand. But a strong quarter of iPhone sales over the holiday season could mean a seasonally weak March quarter. "We remain comfortable with our current assumption of muted uptake for the device under 1% of Apple sales this year and next," Rosenblatt analyst Barton Crockett wrote in a note Wednesday.

Persons: Tim Cook, Samik Chatterjee, Apple hasn't, Apple, Morgan Stanley, Erik Woodring, IPhones, Chatterjee, Rosenblatt, Barton Crockett Organizations: Apple, Management, Vision, JPMorgan, Apple Watch, Huawei, Amazon, Apple's, CNBC PRO Locations: Cupertino , California, China, F1Q24, U.S, F4Q, C4Q

Morgan Stanley raised its price target on General Motors. 6:56 a.m.: Morgan Stanley calls Bloom Energy a 'secular winner' Morgan Stanley reiterated its overweight rating on Bloom Energy , naming it an underappreciated AI beneficiary. The firm also maintained its $22 price target on shares, which suggests shares surging more than 94% from where they closed on Wednesday. — Hakyung Kim 6:14 a.m.: Morgan Stanley steps to the sidelines on ZoomInfo ZoomInfo Technologies is "unlikely to zoom into a recovery," according to Morgan Stanley. — Hakyung Kim 5:40 a.m.: Morgan Stanley raises GM price target A focus shift back to internal combustion engine vehicles can give General Motors another jolt higher, according to Morgan Stanley.

Persons: Morgan Stanley, Andrew Percoco, — Hakyung Kim, Antonio Reale, Reale, Hakyung Kim, Elizabeth Porter, Porter, Richard Choe, Choe, Jefferies, NYCB, Jon Arfstrom, Arfstrom, Christopher Danely, Danely, Bank of America's Tal Liani, Liani, Samik Chatterjee, Chatterjee, Adam Jonas, Jonas, — Fred Imbert Organizations: CNBC, General Motors, Qualcomm, Citi, Bloom, Bloom Energy, Bank of America, Santander Santander, Santander, ZoomInfo, JPMorgan, T, RBC, New York, Bancorp New, Bancorp New York Community, Bank, NYCB, Citi Citi, chipmaker Qualcomm, Samsung, Bank of America's, GM Locations: Spanish, Spain, Santander, Europe, U.S, Wednesday's, Bancorp New York

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