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☆ Fed's favorite inflation gauge looms next week — plus, what we want from 2 portfolio earnings reports
▼ + stars: | 2024-02-24 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Wall Street returned to its winning ways this week — and Nvidia 's blowout earnings report Wednesday night was a big reason why. Twenty-six of our 32 portfolio stocks have delivered their results this earnings season (we didn't own Abbott Labs at the time of its report). It was a muted week for macroeconomic data, but we did get a slightly better-than-expected January existing home sales report on Thursday. In the week ahead, two more Club names are set to report earnings before a market-moving economic update arrives Thursday morning. The two other reports of note are the January new home sales report on Monday and ISM Manufacturing report on Friday.

Persons: Dow, we'll, bode, We're, Li Auto, Krystal, Arcutis, MARA, Iovance, Goldman Sachs BDC, CRON, BUD, Papa, LEV, Ginkgo, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nvidia, Nasdaq, Dow Jones, Dow, Palo Alto Networks, Bausch Health, Coterra Energy, Abbott, Companies, TJX, Marshalls, TJX Companies, Berkshire Hathaway, Krystal Biotech, Alpha Metallurgical Resources , Inc, Fidelity National Information Services Inc, Animal Health, ELAN, Public Service Enterprise Group, Surgery Partners, BioCryst Pharmaceuticals Inc, Outdoor Holdings, Enlight Renewable Energy Ltd, Kosmos Energy, Playtika, Video Communications, TiRobot Corp, IRB, SBAC Communications Corporation, HEICO Corporation, FS KKR, Archer Aviation Inc, TransMedics, Sterling Construction Company, AES, Cruise Line Holdings, Lowe's Companies, American Electric Power Company, Bank of Nova, APLS Pharmaceuticals, Bank of Montreal, BMO, Devon Energy, Solar Inc, Technologies, Lab, Virgin Galactic Holdings, Splunk Inc, eBay, EBAY, Luminar Technologies, Agilent Technologies, G Foods, Masimo Corp, Baidu, Parts Inc, Icahn Enterprises, Viatris Inc, ACM Research, Golden Ocean Group, EMCOR, Industries, NRG Energy, Dycom, Editas, UWM Holdings Corporation, Vistra Energy, Marathon Digital Holdings, AMC Entertainment Holdings, Paramount Global, IonQ Inc, International, HP, Monster Beverage Corporation, Cronos, Birkenstock Holding, Anheuser, Busch InBev, Body, Brink's Company, Flags Inc, Papa John's, ACI, Hormel, Lion Electric Company, BlackRock TCP, Dole plc, DOLE, Fisker Inc, Dell Technologies, Ginkgo Bioworks Holdings, Autodesk, Green Brick Partners, Hewlett Packard Enterprise, Veeva Systems, INTTEST Corporation, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: New York City, U.S, Salesforce, Maxx, Bank of Nova Scotia, BlackRock, Cayman

☆ 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

☆ ITF chief happy with Davis Cup format, expects big crowds for knockouts
▼ + stars: | 2023-10-30 | by ( Shrivathsa Sridhar | ) www.reuters.com time to read: +2 min

BENGALURU, India, Oct 30 (Reuters) - The International Tennis Federation will continue to work towards improving the Davis Cup amid low attendances in some ties in September but the governing body is happy with its existing format, ITF chief David Haggerty told Reuters. "This year the Davis Cup group stages (in September) were great. "We have many fans that are travelling with their teams, so we're excited about the Davis Cup and the format and where we're going." Boosting premier team competitions like the Davis Cup and the women's Billie Jean King Cup is also a big priority. Also, the Grand Slams have said how important both of these team competitions are, so to have their support as well is great," Haggerty said.

Persons: David Haggerty, Novak Djokovic, Andy Murray, Haggerty, Spain didn't, Germany's Dietloff von Arnim, Billie Jean King, Shrivathsa Sridhar, Ken Ferris Organizations: Tennis Federation, ITF, Reuters, Kosmos, Davis, Thomson Locations: BENGALURU, India, Malaga, Canada, Finland, Australia, Czech Republic, Italy, Netherlands, Serbia, Britain, Spain, Bengaluru

☆ Stocks making the biggest moves midday: Costco, Paramount, MillerKnoll, ChargePoint and more
▼ + stars: | 2023-09-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Media stocks — A handful of media and studio stocks rose Wednesday after the nearly 150-day writer strike ended. ChargePoint , Blink Charging — Shares of ChargePoint and Blink Charging gained 4.1% and 5.5%, respectively after UBS initiated coverage of the electric charging stocks with buy ratings. XPO — Shares added roughly 2% after XPO stock was upgraded to outperform from Evercore ISI, with analyst Jonathan Chappell highlighting margin growth potential and stronger pricing power. Mattel — Shares of the toymaker rose more than 4% after Morgan Stanley initiated coverage of Mattel with an overweight rating. AAR Corp — Shares of the aircraft services company rose 2.3% on the back of its quarterly earnings report.

Persons: MillerKnoll, XPO, Jonathan Chappell, Morgan Stanley, Levi Strauss, TD Cowen, Levi's, Piper Sandler, Kosmos, — CNBC's Brian Evans, Alex Harring, Jesse Pound, Hakyung Kim Organizations: Media, Warner Bros . Discovery, Paramount Global, Comcast, Disney, Netflix, UBS, Costco —, Costco, Evercore ISI, Mattel —, Mattel, Federal Trade Commission, AAR, Kosmos Energy, Bank of America

☆ Here are Wednesday's biggest analyst calls: Tesla, Apple, Microsoft, Mattel, Amazon, Costco & more
▼ + stars: | 2023-09-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS reiterates Apple as neutral UBS said its survey checks show wait times for Apple's newest iPhone are shorter than compared to one year ago. Deutsche Bank reiterates Tesla as buy Deutsche said it sees "meaningful downside risk" in 2024 for Tesla, but that it's standing by its buy rating. " Bank of America reiterates Costco as buy Bank of America said it's standing by its buy rating after the company's earnings report Tuesday. "We initiate coverage of Leonardo DRS with a Buy rating and a $20 price objective, implying 23% upside potential." Bank of America reiterates Walmart as buy Bank of America said it sees gross margin expansion continuing for shares of the big box retailer.

Persons: Tesla, Goldman Sachs, Goldman, Brent, Morgan Stanley, Leonardo, Mattel, Evercore, TD Cowen, Levi's, William Blair, Berenberg, DA Davidson Organizations: Street, HSBC, Johnson, UBS, Apple, Deutsche Bank, Deutsche, Chevron, Bank of America, Occidental Petroleum, Costco, Kosmos Energy, of America, T Bank, MTB, Amazon, Electric Vehicle Supply, Leonardo DRS, BMO, Microsoft, Mattel, Biosciences, Twist Bioscience Corp, Walmart Locations: China, Europe, Berkshire

☆ Woodforde urges patience with Davis Cup format after Djokovic seeks tweak
▼ + stars: | 2023-09-15 | by ( Shrivathsa Sridhar | ) www.reuters.com time to read: +3 min

"I've seen some of those comments Djokovic made and I think that's been the intention of the ITF and the Davis Cup Committee all along, to have consultation with players," Woodforde, the Davis Cup Committee Chair, told Reuters via phone. The ATP is more player oriented, the ITF or Davis Cup is about teams and countries and that's also a priority for the Davis Cup Committee." It's not just the Davis Cup, it affected the tennis world and a lot of sports. We take on board, we've had revisions even over the years since we brought about the change of format." I think the Davis Cup is probably more judged on those days where the host country isn't playing."

Persons: Pabellon Fuente, Ji Sung Nam, Jakub Mensik, Adam Pavlasek REUTERS, Pablo Morano, Mark Woodforde, Novak Djokovic, Djokovic, I've, that's, Woodforde, we've, COVID, It's, Shrivathsa Sridhar, Christian Radnedge Organizations: Czech, Rights, Tennis Federation, Davis, Reuters, ITF, Kosmos, Committee, Thomson Locations: Czech Republic, South Korea, San Luis, Valencia, Spain, South, Malaga, Bologna, Manchester, Split, Britain, Bengaluru

☆ Analysis: Contrarians bet U.S. energy shares will shake doldrums in 2023's second half
▼ + stars: | 2023-06-28 | by ( David Randall | ) www.reuters.com time to read: +4 min

That has hurt shares of energy companies: after soaring in 2022, the S&P 500 energy sector (.SPNY) has lost nearly 10% this year, making it the index’s worst performing sector. Most investors believe central bank interest rate hikes to fight inflation should keep a lid on global growth for the time being. Yet some are positioning for a rebound in energy shares, drawn by attractive valuations and signs the U.S. will continue to stave off an economic downturn. Stan Majcher, a portfolio manager at Hotchkis & Wiley, is among those counting on oil prices rebounding due to tight supply. “If you don’t get it, the path of least resistance is for oil prices to move much higher," he said.

Persons: Brent, David Lefkowitz, Baker Hughes, Stan Majcher, Refinitiv, Charles Lemonides, Sam Peters, David Randall, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: YORK, UBS Wealth Management, UBS, Federal Reserve, TD Securities, . West Texas, Brent, U.S, drillers, Hotchkis, Wiley, Kosmos Energy Ltd, Bank of America Survey, Hess Corp, Occidental Petroleum Corp, ClearBridge Investments, Thomson Locations: U.S, China, Saudi Arabia

Goldman Sachs believes the current downturn in the energy sector has created attractive opportunities for investors. The energy sector is down 9.4% in 2023, the largest decline among the 11 major S & P 500 sectors. Goldman attributes the energy sector's underperformance to a combination of macroeconomic conditions. Mild winter temperatures drove lower natural gas prices, and Russian oil supplies were s well higher-than-expected. Goldman also picked oil services company Halliburton as an underappreciated energy name.

☆ As earnings season winds down, investors turn to Tuesday's debt ceiling meeting
▼ + stars: | 2023-05-06 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

With only a small fraction of the S & P 500 left to report quarterly earnings, investors are now turning their focus to another major hurdle for the markets and economy: the debt ceiling crisis. Earlier this week, we looked back to debt limit crisis of 2011 for potential lessons. The protracted fight ultimately ended in an agreement in early August of that year, but it was a choppy summertime ride for investors. Within the portfolio, Wynn Resorts will report Tuesday, after the closing bell, and Disney will report on Wednesday, after the closing bell. Estee Lauder (EL) and Emerson Electric (EMR) reported earnings before the opening bell.

☆ 10 Things in Tech: Amazon Slack, industry extinction, and top EVs
▼ + stars: | 2023-04-28 | by ( Diamond Naga Siu | ) www.businessinsider.com time to read: +5 min

Community: Inside Amazon's little-known Slack channel. And that's playing out inside an internal slack channel called #focus-and-pivot-info for employees put on performance improvement plans — also known as PIPs. Go behind-the-scenes of Amazon's little-known Slack channel here. Right as tech companies shrink their headcounts, AI is gaining popularity in the workplace, writes Insider's editor in chief for business, Matt Turner. Thousands of anonymous tech employees fretted over the future of tech compensation.

☆ A Russian 'inspector' satellite appears to be chasing a secret US military satellite in a game of cat and mouse
▼ + stars: | 2023-04-27 | by ( Morgan Mcfall-Johnsen | ) www.businessinsider.com time to read: +6 min

A Russian satellite appears to be stalking a classified US military satellite in a cat-and-mouse chase. Dickinson added that the US would continue to track the Russian spacecraft. Then, in 2020, a US Space Force general reported that two mysterious Russian satellites were tailing a US spy satellite. The Russian satellite was set to pass its US military target at a distance of about 31 kilometers on April 7, Janssen calculated. This could have been a maneuver the US conducted to evade the close approach of the Russian satellite, Zak reported.

☆ A secret Russian satellite has broken apart in orbit, creating a cloud of debris that could last a century
▼ + stars: | 2023-02-08 | by ( Morgan Mcfall-Johnsen | ) www.businessinsider.com time to read: +5 min

A secretive Russian satellite broke apart in Earth's orbit, the US Space Force said on Monday. Kosmos 2499 launched secretly and made "suspicious" maneuvers to complete a mysterious mission. The 18th Space Defense Squadron said on Twitter Monday that it had confirmed a satellite called Kosmos 2499 had broken apart into 85 pieces. The bizarre behavior led to speculation that Russia was testing technology to follow or wreck other satellites, according to Space.com. The first secret satellite, Kosmos 2491, broke apart in 2019.

☆ Grand Slam Board says safeguarding Davis Cup is a priority
▼ + stars: | 2023-01-27 | by ( Shrivathsa Sridhar | ) www.reuters.com time to read: +3 min

MELBOURNE, Jan 27 (Reuters) - All four tennis Grand Slams will make it a priority to safeguard the Davis Cup men's team tournament, the governing body of the sport's most prestigious events said on Friday, two weeks after the ITF's partnership with investment group Kosmos ended. "Protecting the heritage of the sport and safeguarding major teams competitions such as the Davis Cup and Billie Jean King Cup is a priority for the global tennis community and will appropriately get the Grand Slams' full attention," the Grand Slam board said in a statement. The board added that the Grand Slam tournaments were united in their support for the Davis Cup "recognising its historical significance and important role in growing engagement in our sport around the world." The ITF welcomed the statement and said it was looking forward to "leading further positive conversations" with the Grand Slam Board and the ATP in the build-up to this year's Davis Cup. "We are excited for another successful edition of the Davis Cup in 2023 and look forward to discussions to continue the future growth of the competition," the governing body added.

☆ Gerard Piqué goes Instagram official with Clara Chia Marti after Shakira split
▼ + stars: | 2023-01-26 | by ( Mara Leighton | ) www.businessinsider.com time to read: +3 min

Gerard Piqué went Instagram-official with 23-year-old Clara Chia Marti after his split with Shakira. The pop star released a diss track seemingly aimed at Piqué in January, which broke a YouTube record. In August, photos published by the Daily Mail of Piqué and Clara Chia Marti seemed to confirm the couple's romance about three months after his split from 45-year-old Shakira. On January 15, a video appearing to show Piqué driving a Twingo to a press conference was posted to Twitter. In November, the former couple reached a custody agreement in which their two children would move to Miami with Shakira.

☆ ITF ends Davis Cup partnership with Pique's Kosmos investment group
▼ + stars: | 2023-01-12 | by ( ) www.reuters.com time to read: +2 min

Jan 12 (Reuters) - The International Tennis Federation announced on Thursday that it was ending its Davis Cup partnership with Gerard Pique's investment group Kosmos. In 2018, the ITF had unveiled the 25-year, $3 billion partnership with former Barcelona soccer player Pique's investment group amid much fanfare. It said then that the package to revamp the Davis Cup competition would safeguard the future of the sport as it would "deliver long-term benefits for players, nations, fans, sponsors and broadcasters". "The ITF can confirm that its partnership with Kosmos Tennis for Davis Cup is ending in its fifth year," the ITF said in a statement. The partnership increased participation, prize money and interest in Davis Cup and produced funding to support the global development of our sport."

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