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☆ The 2 biggest events for Wall Street next week couldn’t be more different
▼ + stars: | 2024-03-16 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Investors will listen for the central bank's latest perspective on interest rates following the hotter-than-expected CPI and PPI reports this week. As members know, the market is looking for any signs of further disinflation in the housing market as shelter cost inflation remains the Fed's biggest concern. No club names report earnings next week, but we can't wait to see what Nvidia has to show us at its GTC AI developer conference . Other key reports include KB Home on Wednesday, which will provide a real-time look at the state the housing market, unlike the backward-looking housing reports. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: we'll, That's, Jerome Powell's, We're, Jensen, Jim Cramer, Huang, He'll, Lululemon, General Mills, OLLI, LULU, Jim Cramer's, Jim, Jerome Powell, Leah Millis Organizations: Dow, Nasdaq, PPI, Nvidia, Blackwell, CNBC, Micron Technology, Citi, Micron, Broadcom, Nike, FedEx, Music Entertainment, ZTO, Signet Jewelers, SIG, Sportradar, Micron Tech, KB, Worthington Industries, Accenture, Darden, Academy Sports &, Lufax, Brands, Winnebago Industries, Commercial Metals Company, Jim Cramer's Charitable, U.S . Federal, Federal, Market Locations: U.S, California, China, Washington , U.S

☆ Fact-Checking Haley and DeSantis in Their Race to Rival Trump
▼ + stars: | 2023-11-15 | by ( Angelo Fichera | ) www.nytimes.com time to read: +7 min

DeSantis even voted to fast-track Obama’s Chinese trade deals.”— A pro-Haley super PAC, SFA Fund Inc., in an adFalse. There is no evidence Mr. DeSantis directly gave “millions” to Chinese companies; the ad was referring to technology purchases by state agencies. Florida used those companies before Mr. DeSantis’s tenure, too, and SFA Fund provided no evidence that Mr. DeSantis himself directly approved the purchases. Mr. DeSantis previously served as the board chairman of a public-private economic development organization known as Enterprise Florida. As governor, Ms. Haley rebuffed calls to increase South Carolina’s gas tax as a stand-alone measure.

Persons: “ DeSantis, DeSantis, ”, Obama, Haley’s, DeSantis’s, DeSantis “, Mark Wu, ” Mr, Wu, Ron, ” — Ms, Haley, Ms, JinkoSolar, Nikki Haley, I’ve Organizations: Haley, PAC, SFA, Inc, Washington Times, Lenovo, SFA Fund, Department of Homeland Security, Enterprise Florida, state’s Commerce, Cirrus Aircraft, —, Orlando Executive Airport, Kissimmee Gateway Airport, Homeland Security Department, New York Times, Council, DeSantis, State, state’s Department of Transportation Locations: China, Chinese, Florida, South Carolina, T.P.A, Asia, Europe, Kissimmee, Orlando, Jacksonville, Fla, California, Xinjiang, Jacksonville’s, Haley’s State

☆ What we want to see from retail sales and 3 Club earnings in the week ahead
▼ + stars: | 2023-08-12 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

State of the consumer: Retail sales for July are out on Tuesday. Key retail earnings reports from Walmart (WMT), Target (TGT) and Tapestry (TPR) will also provide clues on the health of the consumer. Earnings : On Wednesday morning, we hear from Club holding TJX Companies (TJX). Prior retail sales data has shown monthly sales growth at clothing and clothing accessory stores accelerate throughout the quarter, rising 0.14% monthly in April, 0.3% in May and 0.6% in June. For those looking to review first-quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, Estee Lauder, we've, Palo, Cardinal Health, JD.com, Brinker, BILL, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, Dow Jones, Investors, Walmart, TJX Companies, Palo Alto Networks, Embraer, Energy, Getty, Sea Ltd, Cardinal, Nu Holdings, Housing, ZIM, Food, Colgate, Palmolive, Cisco Systems, Chemical & Mining, Keysight Technologies, Ross Stores, Deere & Company, Alto Networks, Jim Cramer's Charitable, CNBC Locations: China, Dole, DOLE, Manhattan, New York City

☆ These 11 funds have performed as well as tech stocks over the past 5 years
▼ + stars: | 2023-07-28 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Look beyond tech But there are opportunities beyond tech: Morningstar data reveals the funds outside of tech and growth sectors that have also outperformed over the last five years. Top holdings include Home Depot, Johnson Controls International, Floor & Décor and Trane Technologies. Guinness Atkinson Alternative Energy Fund : This fund picks companies in the alternative energy sector, with at least half of the business dedicated to renewable energy or energy efficiency. Global X Lithium and Battery Tech ETF : The ETF comprises lithium producers and lithium battery makers — all essential to electric vehicles. Top holdings include United Airlines, Marathon Oil, Tyson Foods, Best Buy, and Synchrony Financial.

Persons: James Demmert, Hubbell, MasTec, Invesco Russell, Russell, Vanguard Baillie Gifford Organizations: Street Research, U.S . Federal, Morningstar, Enphase Energy, Fidelity, Housing, Home, Johnson, Trane Technologies, Guinness Atkinson Alternative Energy Fund, Schneider, NextEra Energy, Shelton Sustainable Equity Fund, Bunge, Battery Tech ETF, Samsung SDI, Trust, Industrial Renaissance, SPX Technologies, Sterling Infrastructure, Global, U.S . Infrastructure Development, Holdings, Rockwell Automation, United Rentals, Deere, Co, United Airlines, Marathon Oil, Tyson Foods, Synchrony, Heptagon, Equity Fund, Xenon Pharmaceuticals, TransMedics, FTAI Aviation, Vanguard, Moderna, Alnylam Pharmaceuticals, Coursera, Water Resources, Nasdaq, Water Locations: Luxembourg, Eaton, Albemarle

☆ Exclusive: U.S. blocks more than 1,000 solar shipments over Chinese slave labor concerns
▼ + stars: | 2022-11-11 | by ( Nichola Groom | ) www.reuters.com time to read: +5 min

Nov 11 (Reuters) - More than 1,000 shipments of solar energy components worth hundreds of millions of dollars have piled up at U.S. ports since June under a new law banning imports from China's Xinjiang region over concerns about slave labor, according to federal customs officials and industry sources. The agency would not reveal the manufacturers or confirm details about the quantity of solar equipment in the shipments, citing federal law that protects confidential trade secrets. But the companies have halted new shipments to the United States over concerns additional cargoes will also be detained, the industry sources said. The sources asked not to be named because they were not authorized to speak publicly on the matter. CBP has previously said that it had detained about 1,700 shipments worth $516.3 million under UFLPA through September but has never before detailed how many of those shipments contained solar equipment.

☆ This under-the-radar solar stock can rally 41%, HSBC says
▼ + stars: | 2022-09-29 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

The firm on Wednesday initiated coverage of the solar producer with a buy rating and a $76 price target. It has also seized the opportunity to move the industry forward by commercializing TOPCon, a next-generation solar cell. Jinko also has strong production capacity and sales channels in overseas markets. "In our view, Jinko is ahead of its peers in scalable production, efficiency and cost reduction of these N-type solar products," said Yang. In the coming years, the entire industry is going to move to "N-type" products — which are more efficient than older "P-type" ones — and see rapid growth.

☆ Here are Thursday's biggest analyst calls: Apple, Exxon, Coinbase, Alphabet, Amazon, Marvell & more
▼ + stars: | 2022-09-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Wells Fargo initiates Coinbase as underweight Wells said in its initiation of the crypto company that it sees too many headwinds for shares of Coinbase. Cowen initiates CyberArk as outperform Cowen said it sees "growth and profitability" for the company. Stifel reiterates Marvell as buy Stifel said Marvell is one of the resilient stocks in the firm's coverage. Rosenblatt upgrades Apple to buy from neutral Rosenblatt said that its survey checks show consumers love the latest iPhone products. "We upgrade Apple to Buy from Neutral, and move our price target up $29 to $189.

☆ These solar companies could beat expectations this earnings season, according to Goldman
▼ + stars: | 2022-07-23 | by ( Pippa Stevens | ) www.cnbc.com time to read: +3 min

Second-quarter earnings for solar companies kick off next week, and Goldman said two stocks in particular should be on investors' radar: Enphase Energy and SolarEdge . The firm said in a recent note to clients that both companies have the potential to beat quarterly estimates, while also raising guidance. Analysts led by Brian Lee said both companies, which make inverters for solar systems, are benefitting from strong demand in Europe, as well as demand for their energy storage products. Goldman has a $244 12-month target on the stock, which is 11% above where the stock closed on Thursday. On the other hand, Goldman is cautious on the panel suppliers, rating First Solar , JinkoSolar and Maxeon Solar as sells.

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