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☆ Goldman Sachs likes these stocks that are growing profitably
▼ + stars: | 2024-04-25 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

As the equity market's profitability nears its all-time highs, Goldman Sachs recently shared some stocks that could see big growth over the next 12 months. In 2024, Kostin expects margin expansion will continue to support ROE growth. In the same report, Goldman Sachs shared its rebalanced ROE growth basket of stocks, which contains 50 names selected for their expected profit growth over the next 12 months. Rising growth fears, solar compensation cutbacks and rising interest rates sank solar stocks last year, but they've since made a comeback. Consensus estimates for the financials sector reveal that most analysts expect ROE growth to remain flat in the same time period.

Persons: Goldman Sachs, David Kostin, ROE, Kostin, Estée Lauder, Electric's, Goldman, Wells, Janney, Blackstone Organizations: Kostin, Info Tech, Deutsche Bank, GE Aerospace, Communications, Mobile Locations: Wells Fargo, China

☆ New York AG pushing for lifetime Trump ban cites Martin Shkreli ruling
▼ + stars: | 2024-01-23 | by ( Dan Mangan | ) www.cnbc.com time to read: +2 min

Martin Shkreli, former chief executive officer of Turing Pharmaceuticals AG, exits court in New York, US, on Wednesday, Oct. 4, 2023. What does former President Donald Trump have in common with "Pharma bro" Martin Shkreli? A penchant for harshly trolling their enemies online and an attorney general who wants both of them banned for life from their preferred business. The ruling stemmed from an antitrust lawsuit James, the Federal Trade Commission, and six other states filed against Shkreli. James, in that case, asked Judge Arthur Engoron to ban Trump for life from the New York real estate industry and to bar his sons, Donald Trump Jr. and Eric Trump, from that sector for five years, along with fining them $360 million.

Persons: Martin Shkreli, Donald Trump, Pharma bro, Letitia James's, James, Judge Arthur Engoron, Donald Trump Jr, Eric Trump, Engoron, Colleen Faherty Organizations: Turing Pharmaceuticals AG, Pharma, New York, Shkreli, Trump, U.S, Circuit, New York federal, Federal Trade Commission, New Locations: New York, Manhattan, Fed

☆ How much TikTok pays employees in the US, from data scientists to software engineers, according to salary data
▼ + stars: | 2024-01-19 | by ( Ashley Rodriguez | Dan Whateley | ) www.businessinsider.com time to read: +109 min

Some examples of salary offers for corporate functions include:AdvertisementAccountant, Expense Management : $73,000: $73,000 HR Business Partner : $127,680 median; ranging from $90,000 to $182,880: $127,680 median; ranging from $90,000 to $182,880 HR Specialist: $114,000 median; ranging from $85,000 to $170,000DesignEmployees on the design team "shape the visual representation" of TikTok's products and business, creating "unique designs that are not just visually appealing, but also express the aesthetic of our brand," the company wrote. : $320,000: $320,000 Android Software Engineer, TikTok Monetization : $210,000: $210,000 Android Software Engineer, TikTok Privacy : $190,000: $190,000 Android Software Engineer, TikTok Social : $126,640 median; ranging from $65,000 to $288,000: $126,640 median; ranging from $65,000 to $288,000 Android Software Engineer, TikTok User Growth : $227,000 median; ranging from $221,000 to $233,000: $227,000 median; ranging from $221,000 to $233,000 Applied Machine Learning Engineer : $273,340 median; ranging from $180,000 to $306,000: $273,340 median; ranging from $180,000 to $306,000 Applied Machine Learning Engineer, Recommendation : $190,000: $190,000 AR Effects Interactive Engineer : $125,000: $125,000 AR Software Engineer : $125,000: $125,000 Audio Engineer : $75,000: $75,000 Backend Engineer : $128,000: $128,000 Backend Engineer, Ads Platform : $172,000 median; ranging from $125,000 to $240,000: $172,000 median; ranging from $125,000 to $240,000 Backend Engineer, Content Ecosystem : $222,360: $222,360 Backend Engineer, Lark Innovation : $160,000: $160,000 Backend Engineer, Machine Learning : $157,680 median; ranging from $157,680 to $175,000: $157,680 median; ranging from $157,680 to $175,000 Backend Engineer, Risk Systems : $295,000 median; ranging from $150,000 to $320,000: $295,000 median; ranging from $150,000 to $320,000 Backend Engineer, TikTok Ads Creative and Ecosystem : $250,000: $250,000 Backend Engineer, TikTok Ads Creativity and Ecosystem : $207,500 median; ranging from $175,000 to $240,000: $207,500 median; ranging from $175,000 to $240,000 Backend Engineer, TikTok Eng. : $220,000 median; ranging from $160,000 to $285,000 0 #NUM! Software Engineer, Computer Vision : $165,000 median; ranging from $165,000 to $200,000: $165,000 median; ranging from $165,000 to $200,000 Software Engineer, Computer Vision, Intelligent Creation : $200,000 median; ranging from $200,000 to $265,000: $200,000 median; ranging from $200,000 to $265,000 Software Engineer, Core Services : $204,000 median; ranging from $125,000 to $244,680: $204,000 median; ranging from $125,000 to $244,680 Software Engineer, Core Service, Application Security : $129,680: $129,680 Software Engineer, CRM : $175,000 median; ranging from $125,000 to $300,555: $175,000 median; ranging from $125,000 to $300,555 Software Engineer, Data Access Team : $230,000: $230,000 Software Engineer, Data Mining : $169,680: $169,680 Software Engineer, Data Mining USDS : $182,400: $182,400 Software Engineer, Data Platform : $186,000 median; ranging from $170,000 to $216,880: $186,000 median; ranging from $170,000 to $216,880 Software Engineer, Data Security and Compliance : $180,000: $180,000 Software Engineer, Database Kernel Development : $130,000 median; ranging from $128,000 to $220,000: $130,000 median; ranging from $128,000 to $220,000 Software Engineer, Distributed Storage System : $285,000 median; ranging from $180,000 to $285,000: $285,000 median; ranging from $180,000 to $285,000 Software Engineer, Engineering Productivity : $195,000: $195,000 Software Engineer, Front-End : $147,000: $147,000 Software Engineer, Front-End, Ads Technology : $125,000: $125,000 Software Engineer, Full Stack : $180,000: $180,000 Software Engineer, Full Stack, Ads Technology : $147,500 median; ranging from $125,000 to $170,000: $147,500 median; ranging from $125,000 to $170,000 Software Engineer, Full Stack, E-Commerce Engineering and Architecture : $205,000: $205,000 Software Engineer, Full Stack, Vertical Solutions : $220,000: $220,000 Software Engineer, Global E-Commerce Customer Business : $195,000 median; ranging from $133,240 to $225,000: $195,000 median; ranging from $133,240 to $225,000 Software Engineer, Global Payment : $161,000 median; ranging from $155,000 to $215,000: $161,000 median; ranging from $155,000 to $215,000 Software Engineer, Gov. and Experience, TikTok E-Commerce : $241,540 median; ranging from $219,680 to $263,400: $241,540 median; ranging from $219,680 to $263,400 Software Engineer, GPU Management : $128,000 $128,000 $128,000 0 #NUM!

Persons: —, It's, TikTok, it's, ByteDance, TikTok Eng, Tiktok Organizations: Service, Business, US, of Foreign Labor, Live, US Data Security, Security, US Department of Labor, Corporate, Employees, TikTok, Tech, Commerce, Marketing, Staff, Trust, Safety, Brand, Android Software, Computer, Global Agency Relations, Global Security Technology, Infrastructure Engineering, Android, Machine, Interactive, Systems, Data Systems, Engineer, Commerce Data Intelligence, Commerce Logistics, Chain, Logistics, Media, US Tech Services, Big, Business Intelligence, Protection, Network Security, Business Systems, Cash, Cloud, Networking Software, Public, Tech Service, Technology, Technology Systems, Infrastructure, Network Business, NA, Defense, US Tech Service, Analytics, Research, Mining, Solutions, Tech Services, Pico, Forensics, Development, Control, Financial, CRM, Global, Learning, Traffic, TCMS, Communications, Graphics, Monetization Technology, Management, Products, Resources, IDC Logistics, DevOps, IOS, GNE Global, Software, Procurement, Commerce Global, Strategic, Global Business, Merchant, Mobile Security, Mobile Software, Multimedia Research, Regional, Sound Engineering, Professional Services, Community, Relations, Real, Commerce Trading, Creative, Enterprise, Virtual Network, Storage, Data Security, Smart, Finance, ML Systems, Cloud Infrastructure, TikTok US Tech Services, Monetization Tech, Learning Systems, Core Services, Core Service, Data Mining, Engineering, Commerce Engineering, Mobile, Revenue Management Locations: ByteDance, TikTok, TikTok Commerce, America, Mexico, Americas, Commerce

☆ Want to pick a winning retail stock this holiday season? Watch for discounts and deflation
▼ + stars: | 2023-11-22 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +9 min

However, he added, they remain more upbeat compared with last holiday season and should spend more on gifts this year. According to FactSet, analysts anticipate there could be upside of more than 20% ahead, based on average price targets. The e-commerce giant is JPMorgan analyst Doug Anmuth's top pick for the holiday season. "We project US e-comm penetration at 23.4% of adj retail sales this holiday season, +90bps above the 22.5% in 2022," he said. "We think beauty has the potential to be a relevant gifting solution for cash-strapped consumers during the upcoming Holiday season," he said.

Persons: Chad Lusk, Alvarez, Lusk, Martis, LSEG, Inna Kuznetsova, Doug Anmuth's, Doug McMillon, Krisztina Katai, Katai, Michael Lasser, Ulta, Lasser, ToolsGroup's Kuznetsova, Marsal's Lusk, Michael Bloom Organizations: Shoppers, CNBC, Walmart, Target, Retailers, Centric Market Intelligence, Amazon, LSEG, JPMorgan, Deutsche Bank, Costco, UBS, Fed, Black Locations: Lusk, Ulta, Wayfair, Williams, Sonoma

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, Boeing, Tesla, Dell, Microsoft & more
▼ + stars: | 2023-11-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Raymond James reiterates Nvidia as strong buy Raymond James said it's bullish heading into Nvidia earnings on Tuesday. Bernstein reiterates Tesla as underperform Bernstein said it's standing by its underperform rating on Tesla as EV growth is slowing. JPMorgan upgrades Dutch Bros to overweight from neutral JPMorgan said the coffee chain has "strong available liquidity" to continue to grow. " JPMorgan downgrades Krispy Kreme to neutral from overweight JPMorgan downgraded the stock mainly on valuation. " Melius initiates Dell as buy Melius Research initiated Dell with a buy and said it's an "inexpensive" way to play AI.

Persons: Wolfe, ChargePoint, Jefferies, it's bullish, Raymond James, it's, Stifel, Wells, Bernstein, Tesla, underperform Bernstein, BTIG, Morgan Stanley downgrades Chegg, Morgan Stanley, LT, Hewlett Packard Evercore, Goldman Sachs, Krystal, Goldman, Penn, Energizer, Sherwin, Williams, Dell, Oppenheimer, OpenAI's Sam Altman, Sam Altman Organizations: Cedar Fair, SIX, Nvidia, Resources, MNR, ARM, Acorn, Apple, JPMorgan, Deutsche Bank, Boeing, Deutsche, Bros, Brands, Hewlett, Krystal Biotech, " Bank of America, of America, ESPN, PENN Entertainment, ESPN Bet, Citi, UBS, Kosmos Energy, Bank of America, CSN, HSBC, Caterpillar, BMO, Wedbush, Research, Microsoft Locations: NVDA, China, ENR, Brazil, Australia, Vale, 2024e

☆ These 4 stocks report quarterly results next week. Here's what we hope to see
▼ + stars: | 2023-11-04 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The major averages rebounded strongly this week as quarterly earnings came in largely better than expected and interest rates fell on softer economic data. The Dow Jones Industrial Average rose more than 5% for its best week since October 2022. The big theme next week is earnings and the four portfolio companies delivering their quarterly results. Here's the full rundown of all the important domestic data in the week ahead as we consider a number areas of our portfolio for trades next week. ET: Treasury budget statement for October (See here for a full list of the stocks in Jim Cramer's Charitable Trust.)

Persons: FactSet, we'll, Hulu —, Krystal, Horton, Zimmer, LEV, Armour, Ralph Lauren Corporation, CRON, Patterson, Walt Disney, MARA, Ginkgo, FREYR Battery, FREY, Arcelor Mittal, Wynn, Jim Cramer's, Jim Cramer, Jim Organizations: Dow Jones, Nasdaq, ISM, Services, Coterra Energy, Emerson Electric, Wall, National Instruments, Disney, Hulu, CNBC, Comcast, ESPN —, Wynn Resorts, WYNN, Asia that's, Wynn, Wynn's, Wynn Interactive, United, Brookfield Asset Management, Axsome Therapeutics, Network Corporation, Krystal Biotech, Ceragon Networks, Kosmos Energy Ltd, TreeHouse Foods Inc, Air Lease Corporation, Inc, Eversource Energy, Fennec Pharmaceuticals Inc, Graham Corporation, Aereas Inteligentes, Hilton, Energy, Realty Income Corp, Semiconductors, Vertex Pharmaceuticals Inc, Clover Health, Contura Energy, Diamondback Energy, FS KKR Capital Corp, Celanese Corp, Eos Energy Enterprises, Goodyear Tire & Rubber Company, WEN, Pall Corp, TransMedics, Emerson, Uber Technologies, Holdings, Melco Resorts, Entertainment, Zimmer Biomet Holdings, ACM Research, Lion Electric Company, Emerson Electric Co, Vertex Energy, Waters Corp, Air Products & Chemicals, Esperion Therapeutics, Fidelity National Information Services Inc, Bowlero Corp, Hotels, KKR, Co, Devon Energy Corp, Occidental Petroleum Corp, Dutch Bros Inc, Gilead Sciences, ContextLogic Inc, Akamai Technologies, Viatris Inc, Technologies, Corsair, Enovix Corporation, eBay, EBAY, DaVita Inc, Pan American Silver Corp, Roblox Corporation, Fisker Inc, Warner Bros ., Nuvei Corporation, Farms, Akebia Therapeutics, Biogen Inc, 3D Systems Corporation, Gray Television Inc, BlackSky Technology Inc, Cronos, EVgo Inc, Lumentum Holdings Inc, Nexstar Media Group, UTI Energy, Starwood Property Trust, AMC Entertainment Holdings, Marathon Digital Holdings, IonQ Inc, Digital Turbine, Virgin Galactic Holdings , Inc, Arm Holdings plc, ARM, Ginkgo Bioworks Holdings, Suncor Energy, AppLovin Corporation, B2Gold Corp, Luminar Technologies, MGM Resorts International, MGM, Bloom Energy Corporation, Li Auto Inc, Oatly, Kopin Corp, Fiverr International, YETI Holdings, YPF S.A, Ship Lease, Himax Technologies Inc, Dickinson, CommScope Holding, RBC, Agile Therapeutics, Apyx Medical Corporation, Grab Holdings, Hawaiian Electric Industries, Profire Energy, Flags Inc, Stereotaxis Inc, TransDigm, US Foods Holding Corp, Utz Brands, Valvoline Inc, Weibo Corporation, Wix.com Ltd, Trade, Petroleo Brasileiro SA Petrobras, Growth, Aurora Cannabis Inc, Navitas Semiconductor Corp, Archer Aviation Inc, Semiconductor, Energy Fuels Corp, Illumina Inc, Spike Investment Corp, Algonquin Power & Utilities Corp, AngloGold, Central Puerto S.A, Hudson Global, AirSculpt Technologies, Partners, Soho House, Jim Cramer's Charitable, Handout, Getty Locations: U.S, Macao, Asia, China, Las, Singapore, Wynn's Vegas, Boston, United Arab Emirates, Gilead, VVV, Central, Soho

☆ Second-quarter earnings recap: Here's what Wall Street is saying about this quarter's winners and losers, and where the market goes from here
▼ + stars: | 2023-08-30 | by ( Mark Reeth | ) www.businessinsider.com time to read: +7 min

Second-quarter earnings season is concluding, giving analysts new data to direct their investments. The second-quarter earnings season is quickly coming to an end, and it's time to tally the wins and losses. Here's what Wall Street is saying about second-quarter earnings, who the biggest winners and losers were, and what today's results mean for tomorrow's market. "Much of the stability in consumer stocks YTD is related to falling inflation and higher asset prices, in our view," Wilson wrote. Lori Calvasina, head of US equity strategy at RBC, also had some thoughts about the earnings season.

Persons: Morgan Stanley, didn't, you'd, Mike Wilson, Wilson, Price, BofA's, Subramanian, Lori Calvasina, Calvasina, Subramanian didn't Organizations: RBC, Bank of America, Tech, Nvidia, Comm . Services, Energy, Real Estate Locations: Comm, Tech

☆ 'It was a death trap.' Their loved ones died working in the extreme heat. Now they demand change
▼ + stars: | 2023-08-19 | by ( ) edition.cnn.com time to read: +9 min

By Friday, he had his accident, and my son was gone Saturday morning,” Velma Infante, his mother, told CNN. CNN spoke to two women who lost loved ones who died while working outdoors in the extreme heat. According to what Eugene’s then-supervisor told Carla, her husband collapsed in a neighbor’s front yard while delivering mail. Velma Infante carries this vial which holds a print out of her son Gabriel's last heart beats. Velma Infante worries that other state governors might follow Abbott’s example and implement similar laws that could potentially roll back local worker protections.

Persons: Los Angeles CNN — Gabriel Infante, “, Gabriel’s, Joshua Espinoza, Infante, EMTs, Infante wasn’t overdosing, ” Velma Infante, ”, Carla Gates, Eugene Gates, ’ Gates, Eugene, Carla, ” Gates, Carla didn’t, ” Carla, Eugene’s, Gates, Kimetra Lewis, Aaron Fisher, ’ Infante, Velma, ” Infante, Gabriel, ” Velma, Velma Infante, Gabriel's, John General, ’ ” Velma, Greg Abbott’s, Biden, we’re Organizations: Los Angeles CNN, CNN, US Postal Service, Dallas, Medical, National Association of, Carriers, USPS, Texas, Occupational Safety, Health Administration Locations: San Antonio , Texas, Bexar County , Texas, Bexar County, Dallas, Texas, Lakewood , Texas, Gates, Austin

☆ US Special Operations Command is working on a new mini-sub to carry SEALs to their targets in style
▼ + stars: | 2023-08-10 | by ( Stavros Atlamazoglou | ) www.businessinsider.com time to read: +7 min

The Dry Combat Submersible would shield SEALs from the sea, unlike other delivery vehicles. US Navy/Chief Photographer's Mate Andrew McKaskleThe battery-powered Dry Combat Submersible is about 40 feet long and weighs a little over 28 tons. But perhaps the biggest difference is that the Dry Combat Submersible keeps frogmen dry, unlike the SEALs' other submersibles, which are open to the sea. US Navy/Chief Journalist Dave FliesenUS special-operations leaders have big ambitions for the Dry Combat Submersible and their other mini-subs. The Mark 11 is meant to carry small teams of Navy SEALs into an enemy harbors and shores without detection.

Persons: Lockheed Martin, SOCOM, Photographer's, Andrew McKaskle, Gregg Bauer, John Parker, Bauer, Dave Fliesen, Christopher Perez The, Mark, Stavros Atlamazoglou Organizations: Operations Command, Lockheed, Service, US Navy SEALs, Special Operations Command, US Navy, Navy, DCS, Naval, Warfare Command, Navy SEALs, Warfare, Special Boat Service, US State Department, Hellenic Army, 575th Marine Battalion, Army, Johns Hopkins University, Johns Hopkins, School, International Locations: Wall, Silicon, Russia, China, Ukraine, Philadelphia, Georgia, Naples, Italy, Sutton, Dallas, Norfolk, Pearl, Christopher Perez The British, British, Johns

☆ Here are Tuesday's biggest analyst calls: Apple, Disney, Costco, Nike, Imax, Walmart, Meta & more
▼ + stars: | 2023-07-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: UBS reiterates Nike as buy UBS said it's getting incrementally bullish on the stock and that it could double. " BTIG upgrades Zscaler to buy from neutral BTIG said its checks on the IT stock have been "consistently positive." Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by its overweight rating heading into Apple earnings next week. Goldman Sachs reiterates Apple as buy Goldman said it's standing by its buy rating heading into earnings next week. Morgan Stanley names Elevance a top pick Morgan Stanley named the health insurance provider as a top pick and said it sees further earnings per share growth.

Persons: it's, Morgan Stanley, Apple, Piper Sandler, Wells, Goldman Sachs, Goldman, Mizuho, Oppenheimer, TSCO, Citi downgrades Goldman Sachs, TD Cowen, Wolfe, Baird, HWM, Elevance, Comm, Flywire Organizations: UBS, Nike, Apple, Walmart, Piper, Signet, Superior Unit, Costco, Citi, adv, 2Q, Meta, Digital Ad, Bank of America downgrades, Supply, Bank of America, HSBC, Zynga, Disney, Mizuho, Howmet Aerospace, Airbus Locations: Wells Fargo, 2Q23

☆ Big investors sold tech stocks ahead of key earnings reports, Bank of America says
▼ + stars: | 2023-07-25 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Some of the market's biggest investors were taking risk off the table ahead of this week's busy slate of earnings reports and a Federal Reserve meeting, according to Bank of America. Strategist Jill Carey Hall said in a note to clients on Tuesday that last week the bank's clients sold historically high amounts of individual stocks. "Clients sold stocks in seven of the 11 sectors, led by Tech and Communication Services, with record weekly outflows from both sectors. XLK YTD mountain Tech sector funds like the XLK are outperforming in 2023. Several of the biggest tech and communications companies have earnings reports this week.

Persons: Jill Carey Hall, — CNBC's Michael Bloom Organizations: Federal Reserve, Bank of America, Tech and Communication Services, Comm, Tech, Microsoft, Federal

☆ Even the US Navy's best submarines couldn't get anywhere near the wreck of the Titanic
▼ + stars: | 2023-06-22 | by ( Alex Hollings | Sandboxx News | ) www.businessinsider.com time to read: +8 min

A search is on for a civilian submersible that went missing while trying to explore the Titanic. The wreck of the Titanic is under about 12,500 feet of water in the North Atlantic Ocean. The US Navy's submarine fleetVirginia-class sub USS North Dakota during sea trials in the Atlantic Ocean in August 2013. Reuters/US Navy HandoutThe United States Navy operates some of the most advanced and capable submarines ever to sail, commonly split into three operational categories: ballistic-missile subs, guided-missile subs, and attack subs. Guided-missile submarines are the same platforms as the Navy's boomers, but were converted to launch conventional munitions and deploy special-operations troops.

Persons: —, submersibles, Amanda Gray America's, Patrick Tyler's, Janes, Ashley, it's, HY Organizations: Service, OceanGate Expeditions, Polar, US Coast Guard, Reuters, US Navy, United States Navy, Los, Anadolu Agency, Washington Post, Naval Submarine Base, OceanGate Locations: Virginia, North Dakota, Ohio, Los Angeles, Angeles, Los, Amanda Gray America's Los Angeles, Tennessee, Bay, Georgia, America's Ohio

☆ The US Navy has its eyes on a new submarine base that will help it keep track of China's growing undersea fleet
▼ + stars: | 2023-05-21 | by ( Christopher Woody | ) www.businessinsider.com time to read: +9 min

As part of the AUKUS agreement, US and British subs will operate out of western Australia by 2027. The deal on the base comes as rivals, mainly China, increase their submarine activity in the region. Ray Mabus, then US navy secretary, departs a Chinese Yuan-class submarine in Ningbo in November 2012. The Defense Department report also says China's six operational Jin-class nuclear-powered ballistic-missile subs are likely already conducting "near-continuous at-sea deterrence patrols," a sign that China's submarine force continues to improve its operational capabilities. For the US Navy, those developments make the ability to base subs closer to the Western Pacific a greater priority.

☆ A solid start to earnings season will be put to the test in the week ahead
▼ + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.

☆ Here are Friday's biggest analyst calls: Amazon, Tesla, CVS, Microsoft, XPO, AT&T, Spotify & more
▼ + stars: | 2023-04-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Bank of America reiterates Alphabet as buy Bank of America says it's bullish heading into Alphabet earnings next week. JPMorgan reiterates Amazon as a best idea JPMorgan says it's bullish heading into the e-commerce giant's earnings report next week. "We continue to see streaming music & audio as an attractive growth market and remain OW WMG and SPOT." Stephens initiates SentinelOne as overweight Stephens initiated the cyber security company with an overweight and says it has "best-in-class growth." JPMorgan reiterates Charles Schwab as overweight JPMorgan says Charles Schwab could be worth more if it were to "de-bank."

☆ All-weather stocks that can outperform in any economic 'landing,' according to Evercore ISI
▼ + stars: | 2023-03-06 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

As investors weigh the possibility of a U.S. recession or a soft landing, there are certain stocks that should outperform in either scenario, according to Evercore ISI. However, Evercore ISI is among those on Wall Street that have a base-case scenario of a recession in the second half of the year. The other is what he calls " valmentum stocks " — value stocks with momentum — that have high free-cash-flow yield and strong earnings-per-share momentum, he added. Booking Holdings is one of Evercore ISI's valmentum stocks and could rally about 15% from Friday's close, according to the firm's price target of $3,000. Wynn is up more than 40% year to date, while Las Vegas Sands stock has gained more than 26%.

☆ Here are Monday's biggest analyst calls of the day: Apple, Tesla, Nio, Ferrari, Merck, Nvidia & more
▼ + stars: | 2023-03-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: JPMorgan reiterates Amazon as a best idea JPMorgan says it's standing by its overweight rating on the stock. " Jefferies reiterates Tesla as buy Jefferies raised its price target on the stock to $230 per share from $180 and says it's standing by its buy rating. JPMorgan upgrades Vir Biotechnology to overweight from neutral JPMorgan said it likes the biotech company's product pipeline. JPMorgan reiterates General Electric as neutral After a change in analyst coverage, JPMorgan said GE's transformation continues but there's still more "work to do." Jefferies initiates Merck as buy Jefferies initiated the pharmaceutical company with a buy and said it has room for growth.

☆ The Fed’s favorite inflation gauge will be the big market hurdle of next week
▼ + stars: | 2023-02-18 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Most important this week is Friday's core personal consumption expenditure (PCE) price index for January. In comparison, the consumer price index (CPI), released this past week, only tracks price changes over time. The market is expecting the core PCE price index to rise 0.4% monthly and 4.9% annually. In addition to the core PCE price index, we're going to be looking closely at the housing and utilities component. Lastly, the January producer price index came in hotter than expected, rising 0.7% from December versus expectations for 0.4% increase.

The tumult that broke out last month during the election of Kevin McCarthy for speaker illustrated the potential for profound dysfunction in the new House Republican majority. Here is a closer look at the fractious House Republican caucus. Chart of House Republicans highlights members who denied the 2020 election results, were supported by the House Freedom Fund, or both. Representative Harriet Hageman of Wyoming, who has also denied the 2020 election results, defeated Representative Liz Cheney in the primary. A Venn diagram shows the Republican newcomers in the House who either denied the 2020 election results, were supported by the House Freedom Fund, or both.

☆ Get ready for a deluge of data next week that will shape the Fed's next moves
▼ + stars: | 2023-01-21 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Within the portfolio, we'll get the latest earnings from Danaher (DHR), Halliburton (HAL), and Johnson & Johnson (JNJ) on Tuesday before the opening bell. While the results will be important as always, we are most interested in the earnings call with analysts and investors. Housing Starts fell 1.4% in December to a seasonally adjusted annual rate of 1.38 million, slightly above the 1.36 million expected. Building permits dropped 1.6% in December to a seasonally adjusted annual rate of 1.33 million, below expectations of 1.37 million. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ A leaked Google memo compared it to slime mold
▼ + stars: | 2023-01-17 | by ( Jake Swearingen | ) www.businessinsider.com time to read: +5 min

It's like the start of a joke: What do Google and slime mold have in common? A lot, says a memo from an ex-Googler comparing the org to a "slime mold." (A key difference: Stanford grads aren't desperate to intern at a slime mold.) But with ChatGPT setting off alarm bells inside and outside the org, Google should probably move faster and with more intention than slime mold. The most memorable part of the memo compares Google's bottom-up organizational structure to a "slime mold," highlighting how both Google and a slime mold can work independently but still come together to solve complex problems.

☆ For 60 years, the US Navy has been training dolphins and sea lions to keep rivals away from its most sensitive hardware
▼ + stars: | 2022-12-29 | by ( Gidget Fuentes | ) www.businessinsider.com time to read: +16 min

The US Navy has been training dolphins and sea lions to detect undersea threats since the 1960s. A US Navy trainer with a Mark 5 Marine Mammal sea lion in Key West in October 1990. The program worked with sharks, rays, and sea turtles but settled on dolphins and sea lions. US NavyThe Navy Marine Mammal Program's budget for 2023 provides $40 million for "food, medicine, veterinary care, husbandry, and facilities," Wilson said. A US Navy sea lion jumps into a riverine command boat during a mine-countermeasures exercise in Bahrain in November 2014.

☆ These are the top 10 stock plays for 2023, according to UBS
▼ + stars: | 2022-12-14 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +5 min

As the year winds down, investors are looking forward to 2023 and wondering where they should place their top bets. Analysts that cover companies are mulling the same question, prompting UBS to put together a list of its top conviction picks for 2023. The stock which is poised for the largest gain is Kymera Therapeutics , a biotechnology firm that UBS thinks could surge 240% to its target price. She added that UBS expects updates across all four programs in the near term as well as over 2023. Analysts that cover companies are mulling the same question, prompting UBS to put together a list of its top conviction picks for 2023.

☆ New missions in the high north are taking US and British aircraft carriers closer to a frigid frontline with Russia
▼ + stars: | 2022-11-08 | by ( Christopher Woody | ) www.businessinsider.com time to read: +9 min

Throughout the war in Ukraine, US destroyers have continued "operating with allies and partners in the high north to put pressure on Russia, to make sure that they know that we're there with capable platforms," Gilday added. The British Royal Navy followed suit this spring, sending HMS Prince of Wales into the Arctic for seven weeks — the first Arctic deployment for the UK's new Queen Elizabeth-class carriers. By sending the carrier that far north, the Royal Navy sought "to push the boundaries of UK carrier operations in the cold, harsh environment," the ship's commanding officer said. British Royal NavyHMS Prince of Wales' deployment reflects the British navy's increasing investment in Arctic operations. In 2020, the British navy "recommenced" routine operations in the Arctic, according to the UK's updated Arctic strategy, released in March.

☆ Investors are flocking to tech and telecom stocks, but they're wrong to see them as defensive plays, Bank of America says
▼ + stars: | 2022-11-01 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

Investors have been rotating into tech and communication services stocks, which they see as defensive, Bank of America said Tuesday. BofA said clients last week sold stocks in all sectors except for tech and comm services. In the last two months, investors have been shifting out of cyclical sectors and into defensive ones, and inflows into tech and communication services have been outpacing defensive inflows. BofA last week highlighted downbeat demand commentary from tech companies. Higher interest rates can cut into the value of future profits made by tech and other growth companies.

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