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☆ Earnings will drive the market next week — what we expect from 2 portfolio stocks
▼ + stars: | 2024-05-04 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

With the Fed, Apple earnings and the jobs report passing with flying colors this week, the runway to more gains looks a lot less cluttered. This past week was chock full of Club earnings: 12 portfolio companies, including Apple , delivered results. Analysts expect Wynn's earnings per share of $1.27 versus 29 cents a year ago when China was not fully back from Covid. 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, we're, Jim Cramer, Jim, Apple, Eli Lilly, Estee Lauder, Stanley Black, Decker, Bausch, FactSet, It's, Bob Iger, Iger, Nelson Peltz, We're, Krystal, Berkshire Hathaway, Tyson, Jones Lang, Walt, Ferrari N.V, WK Kellogg, Wynn, Vishay, CRON, MARA, RICK, Ginkgo, Jim Cramer's, David Paul Morris Organizations: Federal Reserve, Apple, GE Healthcare, DuPont, Linde, Bausch Health, Coterra Energy, Club, Disney, Wynn Resorts, CNBC, Revenue, Vegas Sands, Cotai, Boston, Airlines, Krystal Biotech, Alpha Metallurgical Resources, Axsome Therapeutics, Tyson Foods, TSN, Bowlero Corp, CNA Financial Corp, CNA, Jones Lang LaSalle Incorporated, Technologies, Realty Income Corp, Lab, Teradata Corp, Technology, FMC Corporation, FMC, Paymentus Holdings, Shockwave, Vertex Pharmaceuticals, Goodyear Tire & Rubber Company, Simon Property Group, Sterling Construction Company, Apple Hospitality, Boise Cascade Corporation, BellRing Brands, Coty, COTY, Fidelity National Information Services Inc, Vornado Realty, Walt Disney Co, Holdings, Madrigal Pharmaceuticals, Nikola Corporation, BP, Rockwell Automation, MarketAxess Holdings, Jumia Technologies, GEO Group, Builders FirstSource Inc, Duke Energy Corp, WYNN, Rivian Automotive, Arista Networks, Occidental Petroleum Corp, Astera Labs, Bros, Flywire Corporation, B2Gold Corp, Kinross Gold Corp, Virgin Galactic Holdings, iRobot Corp, Electronic Arts Inc, McKesson Corp, ACM Research, Avadel Pharmaceuticals, Toyota Motor Corp, Emerson Electric Co, Perion, Editas, Brink's Company, Sinclair Corporation, New Fortress Energy, Starwood Property Trust, Animal Health, ELAN, Farms, IM Cannabis Corp, Fox Corporation, Formula One, Icahn Enterprises, Teva Pharmaceutical Industries, Arm Holdings plc, ARM, AMC Entertainment Holdings, Trade, AppLovin Corporation, Sciences Corp, SolarEdge Technologies, Roblox Corporation, GigaCloud Technology Inc, Warner Bros ., Properties Trust, Growers, Constellation Energy Group, Cronos, Fiverr, Solar Inc, EPAM Systems, Cedar Fair Entertainment, Digital Holdings, RCI Hospitality Holdings, Akamai Technologies, Semiconductor, Insulet Corp, NuScale Power Corporation, Ginkgo Bioworks Holdings, Bloom Energy Corporation, Construction, AMC Networks, CRH Public Ltd . Company, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: China, Eaton, Amazon, Covid, Macao, Vegas, Sun Valley , Idaho

☆ A US combat nurse with Ukraine's army says 'her guys' on the front line are powerless as long as Congress denies them weapons
▼ + stars: | 2024-03-17 | by ( Rebecca Rommen | ) www.businessinsider.com time to read: +6 min

A US combat nurse told BI that Russia recently captured Avdiivka due to a "numbers game." download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Recently, Maciorowski helped evacuate Ukrainian soldiers from Avdiivka, which fell to Russia in February, having first arrived in the strategic city in October 2022. "Russia had way more resources, way more artillery, way more drones, way more troops." AdvertisementMembers of Ukraine's National Guard Omega Special Purpose fire an SPG-9 anti-tank grenade launcher toward Russian troops in the front line town of Avdiivka.

Persons: Rebekah Maciorowski, Maciorowski, —, it's, Avdiivka Maciorowski, Avdiivka, Biden, Jens Stoltenberg, Olivier Hoslet, ", Stoltenberg, Kostya Organizations: Service, Ukraine's National Guard Omega, RFE, White, GOP, Institute for, NATO, Department for Ukraine, Getty Locations: Russia, Ukraine, Denver, Avdiivka, Donetsk, Brussels, Bakhmut

☆ 8 more of our stocks report earnings next week. Here's what we want to see
▼ + stars: | 2024-02-03 | by ( Zev Fima | ) www.cnbc.com time to read: +13 min

The three major averages posted gains for the fourth week in row, lifted by strong quarterly earnings results for most of the Big Tech companies and a strong jobs report. A weaker ADP Employment report on Wednesday provided no read-through to the monster January jobs report Friday. Here's what we're keeping an eye on in the coming week: 1. Earnings: It's another big earnings week head for the portfolio, with 8 more of our companies reporting. Consistency is what we appreciate most from nat gas giant Linde , so we're hoping for another quarter of solid earnings growth Tuesday.

Persons: Estee Lauder, Eli Lilly, Mounjaro, Nelson Peltz, Estée Lauder, Tyson, CARR, Jacobs, Willis Towers Watson, Edwards, Walt Disney, Oscar Health, Philip Morris, Armour, BAX, BILL, Jim Cramer's, Jim Cramer, Jim, George Frey Organizations: Big Tech, Dow Jones Industrial, Nasdaq, PMI, Apple, Starbucks, Procter, Gamble, GE Healthcare, DuPont, Linde, Ford, General Motors, Trian Partners, Disney, ESPN, Wynn Resorts, Wynn, Vegas, Prix, Estée Lauder Companies, Caterpillar, McDonalds Corp, Allegiant Travel, Bowlero Corp, Tyson Foods, TSN, Air Products & Chemicals, IDEXX Laboratories, CNA Financial Corp, CNA, Timken Company, Graham Corporation, Mesa Laboratories, Sphere Entertainment, Loews Corp, Technologies, Vertex Pharmaceuticals, Semiconductors, Simon Property Group, Amkor Technology, FMC Corporation, FMC, BellRing Brands, Crown Holdings, ChampionX Corporation, Golub Capital BDC, Flexsteel Industries, Kilroy Realty Corp, Gladstone Capital Corp, Unibanco, S.A, Snack Foods Corp, Kimball Electronics, Skyline Corp, Cabot Corporation, Simpson Manufacturing Co, Varonis Systems, Co, GE HealthCare, Linde plc, LIN, Spotify Technology S.A, BP, Hertz Global Holdings, AeroSystems Holdings, Toyota Motor Corp, Cummins, CMI, Software Technologies, AGCO Corporation, Carrier Global Corporation, Lear Corp, CONSOL Energy, Centene Corporation, Gartner, Arcbest Corp, CTS Corporation, Energizer Holdings, Hamilton Lane Incorporated, KKR, Precision Drilling Corporation, Frontier Group Holdings, Waters Corp, Alfa Laval, Aramark Holdings Corp, FirstService Corporation, Garden Sports Corp, New Jersey Resources Corp, nVent Electric plc, PJT Partners, Resources, Sensata Technologies, Ford Motor Company, Enphase Energy, Grill, VF Corp, Edwards Lifesciences Corp, Gilead Sciences, Lumen Technologies, Cognizant Technology Solutions Corp, Weatherford International plc, Amcor plc, Arrowhead Pharmaceuticals, Advanced Energy Industries, Uber Technologies, CVS Health, Roblox Corporation, Ares Capital Corp, Bunge, XPO Logistics, Scotts Miracle, Gro Company, Berry Global, Flex LNG, Equinor ASA, Griffon Corporation, OneMain Holdings, Brookfield Asset Management, Emerson Electric Co, Hilton Worldwide Holdings, Reynolds Consumer Products, Silicon Laboratories, Brands, Sciences, CDW Corp, Fox Corporation, WYNN, PayPal, Arm Holdings plc, ARM, Axcelis Technologies, Mattel, Paycom, Annaly Capital Management, McKesson Corp, Health Corporation, O'Reilly Automotive, Allstate Corp, Fluence Energy, Power Systems, Digital Turbine, Blue Bird Corp, Everest Group, Omega HealthCare, Coty, COTY, ConocoPhillips, Cameco Corp, Philip Morris International, Spirit Airlines, Hershey Company, Lightspeed Commerce, Aurora Cannabis, Lincoln National Corp, P, Tenet Healthcare Corp, Asbury Automotive Group, Arrow Electronics, Baxter International, PetMed, Boyd Gaming Corp, FirstEnergy Corp, Motorola Solutions, Terex Corp, PepsiCo, Growth, AMC Networks, Owl, American Pipeline, TELUS International, Magna International, Newell Brands, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, China, Macau, Wynn Macau, Valvoline, VVV, ALFVY, Madison, New Jersey, Gilead, Ceridian, ORLY, Paycor, Aurora, Provo , Utah

☆ Ukraine's Zelenskyy says radical Republican rhetoric may just be politics, but it's 'scaring the public' and 'stressing' people out
▼ + stars: | 2024-01-18 | by ( Chris Panella | ) www.businessinsider.com time to read: +3 min

Read previewThe Republican Party has politicized critical US aid to Ukraine, and Ukrainian President Volodymyr Zelenskyy says the radical rhetoric terrifies his people. "There are definitely some voices, radical voices from the Republican party, and they are straining Ukrainian society," Zelenskyy said during a group interview at Davos on Tuesday with outlets including Business Insider. Advertisement"Some radical voices are just stressing us out. AdvertisementThat type of inflammatory rhetoric, along with the current roadblock in Congress, has put Ukraine on edge. Out in the open, though, the rhetoric remains, and aid to Ukraine is still in danger.

Persons: —, Volodymyr Zelenskyy, Zelenskyy, Marjorie Taylor Greene, Greene, Lauren Boebert, I've, Nicholas Carlson Organizations: Service, Republican Party, Business, Republican, Davos, Republicans, Ukraine, GOP, SPG, Getty Locations: Ukraine, Congress, United States, Russia, Ukrainian, Bakhmut, Donetsk Oblast, Roman

☆ Israel's war with Hamas shows why even 50 years of upgrades can't make tanks invulnerable
▼ + stars: | 2023-12-05 | by ( Michael Peck | ) www.businessinsider.com time to read: +10 min

Those losses have come despite the sophistication of Israeli tanks and Israel's experience using them. AdvertisementThe recent images of an advanced Israeli Merkava tank blazing on the Gaza border evokes memories of another October war 50 years ago. Nonetheless, about 20 Israeli tanks have been knocked out over the past two months by Hamas, an irregular force that lacks advanced weaponry. Tanks of 1973An Israeli tank in the Golan Heights during the Yom Kippur War in October 1973. Hamas drones dive-bombing Israeli tanks is probably more of a rare occurrence than a decisive tactic — though the IDF has mounted steel cages on its tanks for protection.

Persons: Israel, —, Oleg Granovsky, Henri, Patton, GABRIEL DUVAL, Benami NEUMANN, Israel Tal, Tal, Samuel Katz, Hani Alshaer, Sagger, Abu Mustafa, Michael Peck Organizations: Service, Hamas, Hamas Press, Getty, Business, IDF, Sherman, NATO, Rommel's, Israeli Armored Corps, Getty Images Israel, West Bank, Britain, Anadolu Agency, REUTERS, Centurions, Defense, Foreign Policy, Twitter, LinkedIn Locations: Israeli, Gaza, Kippur, Ukraine, Anadolu, Golan, Israel, British, Soviet, Damascus, AFP, Britain, France, West, Jenin, Lebanon, Russian, Gaza City, Urban, Hamas, Sinai, aren't, Forbes

Shein has not determined the size of its offering or the valuation at IPO, the sources said. Shein, Goldman and JPMorgan declined to comment, while Morgan Stanley did not immediately respond to a request for comment. The most valuable China-founded enterprise to go public in the United States so far is ride-hailing giant Didi Global's (92Sy.MU) debut in 2021 at $68 billion valuation. In 2021, the comparable number was $300 billion when the IPO market was close to its peak. Fast fashion retailers have been gaining popularity in the United States, with Shein taking away market share from the likes of Gap (GPS.N) as shoppers look for fresher styles.

Persons: Goldman Sachs, JPMorgan Chase, Morgan Stanley, Shein, Goldman, Didi Global's, Jason Benowitz, David, Dee, Delgado, CSRC, Simon Property, Sumeet Singh, It's, Pritam Biswas, Ananya Mariam Rajesh, Kane Wu, Anirban Sen, Rishabh, Scott Murdoch, Miyoung Kim, Stephen Coates Organizations: Amazon, JPMorgan, Bloomberg, Arm Holdings, Roosevelt, REUTERS, China Securities Regulatory Commission, U.S, Reuters, Securities and Exchange Commission, SPARC Group, Forever, Brands, Simon, Aequitas Research, China's Shanghai Securities, Street, Thomson Locations: United States, China, U.S, Singapore, New York City, Shein, Bengaluru, Hong Kong, New York, Sydney

☆ Chinese fast-fashion retailer Shein files for U.S. IPO - WSJ
▼ + stars: | 2023-11-27 | by ( ) www.reuters.com time to read: +1 min

The fast-fashion giant has been working with at least three investment banks about a potential IPO and was in talks with the New York Stock Exchange and the Nasdaq, Reuters reported in July. Goldman Sachs, JPMorgan Chase and Morgan Stanley have been hired as lead underwriters on the offering, which could happen in 2024. the WSJ report said. Shein declined to comment to Reuters on the report. Fast-fashion has been gaining popularity in the United States with Shein partnering with SPARC Group, a joint venture between Forever 21 owner Authentic Brands (AUTH.N) and mall operator Simon Property (SPG.N), as the online fashion retailer and its rivals look to expand their market reach. Reporting by Pritam Biswas and Ananya Mariam Rajesh in Bengaluru; Editing by Arun KoyyurOur Standards: The Thomson Reuters Trust Principles.

Persons: David, Dee, Delgado, Shein, Goldman Sachs, JPMorgan Chase, Morgan Stanley, Didi Global's, Simon Property, Pritam Biswas, Ananya Mariam Rajesh, Arun Koyyur Organizations: REUTERS, Wall Street, New York Stock Exchange, Nasdaq, Reuters, JPMorgan, SPARC Group, Forever, Brands, Simon, Thomson Locations: New York City, U.S, China, United States, Bengaluru

Goldman Sachs, JPMorgan Chase and Morgan Stanley have been hired as lead underwriters on the offering, and Shein could go public sometime in 2024, the sources said. Shein has been planning to go public for the last few years, but halted plans almost twice since then. The fast-fashion giant's decision now comes at a time when the broader market for new issues remains laggard. Fast fashion retailers have been gaining popularity in the United States, with Shein taking away market share from the likes Gap (GPS.N) as shoppers look for fresher styles and trendier clothing. Shein's confidential IPO was first reported by the Wall Street Journal earlier on Monday.

Persons: David, Dee, Delgado, Shein, Goldman Sachs, JPMorgan Chase, Morgan Stanley, Didi Global's, Simon Property, Pritam Biswas, Ananya Mariam Rajesh, Anirban Sen, Rishabh Jaiswal, Arun Koyyur, Sherry Jacob, Phillips Organizations: REUTERS, Reuters, JPMorgan, chipmaker Arm Holdings, New York Stock Exchange, Nasdaq, SPARC Group, Forever, Brands, Simon, Wall Street, Thomson Locations: New York City, U.S, China, United States, Singapore, Bengaluru, New York

☆ The West could live with a frozen Ukraine conflict
▼ + stars: | 2023-11-13 | by ( Hugo Dixon | ) www.reuters.com time to read: +7 min

Ukraine may be heading for a similarly frozen conflict with Russia. So a frozen conflict would help the West achieve – at least partly – its key geostrategic aim: to show hostile powers that it doesn’t pay to invade one of its friends. In a frozen conflict, Ukraine would still need to invest heavily in massive fortifications, anti-missile defence systems and technology to deter Russian attacks. ECONOMIC WARIn a frozen conflict, sanctions against Russia would probably remain more or less in place. REBUILDING UKRAINEIt will be harder to rebuild Ukraine’s infrastructure in a frozen conflict than if there was peace.

Persons: Nuzhnenko, Vladimir Putin, Putin, Valery Zaluzhny, Volodymyr Zelenskiy’s, Joe Biden, Donald Trump, Tim Ash, Peter Thal Larsen, Thomas Shum Organizations: Ukraine's National Guard Omega, Radio Free, Radio Liberty, REUTERS Acquire, Reuters, Moscow, Hamas, U.S, EU, International Monetary Fund, Kremlin, Investors, BlueBay Asset Management, Soviet, Cyprus, European Commission, West, Thomson Locations: Avdiivka, Ukraine, Donetsk region, Radio Free Europe, Korea, Cyprus, Russia, Kyiv, –, Israel, United States, Moscow, North Korea, Iran, Russian, UKRAINE, West Germany, Soviet Union

☆ Buy these 12 high-quality stocks that are up to 42% below their fair market value as Fed rate hikes begin to hit the economy hard, according to Morningstar's chief strategist and economist
▼ + stars: | 2023-11-01 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

The firm estimates fair value based on its projection of a company's future cash flows and the predictability of those flows. The best opportunities are now in value stocks that are trading at about a 22% discount to fair value, Sekara noted. Currently, the real estate sector is the most undervalued sector, with REITs trading at a 26% discount to fair value, Sekara said. Finally, American Tower (AMT), which owns and operates wireless and broadcast communications infrastructure, trades at a 24% discount to fair value. Two other five-star stocks that remain significantly undervalued are AT&T and Verizon, trading at a 35% discount to fair value.

Persons: Morningstar's Preston Caldwell, Caldwell, Dave Sekara, Sekara, Wells Organizations: Treasury, Morningstar, Simon Property Group, Realty Trust, Communications, Verizon, Citigroup, PNC, US Bank

☆ Ukraine can still badly bleed the Russian army through the winter even if its forces can't break through enemy lines, land warfare expert says
▼ + stars: | 2023-10-24 | by ( Jake Epstein | ) www.businessinsider.com time to read: +7 min

A land warfare expert said even if Kyiv can't break enemy lines, it can still cause pain for Russian forces. But even if Kyiv's forces aren't necessarily able to break through the enemy lines, they could still inflict significant damage on Moscow's army throughout the winter, a land warfare expert says. The key could be drawing out Russian forces into the cold by pushing into opportunities rather than attempting to batter their defenses. AdvertisementAdvertisement"Kyiv must balance reconstitution with a need to keep up pressure on Russian forces," he said. AdvertisementAdvertisementOne area where Ukrainian forces have found recent success is with long-range strikes.

Persons: —, aren't, Jack Watling, there's, Libkos, Watling, Getty Images Watling, Wagner Organizations: Service, Royal United Services Institute, Kyiv, Storm, EG, MGM, Tactical Missile Systems, SPG, Getty Images, Dnipro, Wagner Group Locations: Ukraine, Russia, Bakhmut, Donetsk, Ukrainian, North Korea, Britain, France, Crimean, Russian

☆ How the weight loss boom could impact the real estate market
▼ + stars: | 2023-09-26 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +3 min

NNN YTD mountain NNN REIT shares have fallen more than 22%. If that vision comes to pass, it could boost apartment operators such as Equity Residential , Avalonbay Communities and Apartment Income REIT , among others. PEAK YTD mountain Healthpeak shares are down 26% since January and hit a 52-week low Tuesday. Healthpeak shares hit a 52-week low on Tuesday, while Welltower shares shed more than 2%. Healthpeak shares are down more than 26% over the same period.

Persons: Jefferies, Jonathan Petersen, Petersen, Simon, Morgan Stanley, — CNBC's Michael Bloom Organizations: Federal Realty Investment Trust, Equity Locations: U.S, Canada

☆ The head quant strategist at a $194 billion firm shares 4 trades he sees delivering at least 6% returns over each of the next 5 years as a recession gets ready to hit the US economy next year
▼ + stars: | 2023-09-19 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Next, Swinkels likes developed market equities, which include stocks in countries like France, Germany, the UK, Australia, Japan, and more. The iShares MSCI EAFE ETF (EFA) offers exposure to developed market stocks outside of the US and Canada. Exchange-traded funds like the Schwab Emerging Markets Equity ETF (SCHE) or the Vanguard FTSE Emerging Markets ETF (VWO) are one way to invest in emerging market stocks. "The CAPE ratio of global real estate is currently 13.3, well below its average of 19.4 since 2000," Swinkels said. One way to invest in real estate without buying properties directly is through real-estate investment trusts, also known as REITs.

Persons: Laurens Swinkels, Peter van der, Swinkels, we've Organizations: Federal, iShares, Yield Corp, Exchange, Schwab, Equity, Vanguard FTSE, Markets, Simon Property Group Locations: France, Germany, Australia, Japan, Canada, China, Brazil, India, Saudi Arabia

☆ Load. Fire. Get to Cover.
▼ + stars: | 2023-09-19 | by ( Tyler Hicks | More About Tyler Hicks | ) www.nytimes.com time to read: +2 min

Get to Cover. New soldiers were rotating in, and others were rotating out. Then orders came in, and several Ukrainian soldiers went to their SPG-9 recoilless rifle. They repeated the process several more times, removing spent propellant charges from the rear of the gun, tossing them aside and sliding in fresh projectiles. Yevgen offered a salute, and his men sought safety, or the closest thing to it one could hope for on the front lines.

Persons: Yevgen, —, ” Organizations: The New York Times, 95th Air Assault Brigade, SPG Locations: Donbas, Ukrainian

☆ Russia may 'suddenly break' under pressure from Ukraine's counteroffensive, former US general Petraeus says
▼ + stars: | 2023-08-25 | by ( Mia Jankowicz | ) www.businessinsider.com time to read: +4 min

Ukraine's arduous counteroffensive is "far from over," General David Petraeus has said. Nonetheless, with enough pressure the Russian line can "suddenly break," he wrote. Faced with this, even the US would struggle, Petraeus told CNN. "Ukraine is applying pressure on their opponent until something breaks, at which point they will commit their reserves and strike," Petraeus and Kagan wrote. "When the conditions are right, they're picking their way through these minefields now," Petraeus told CNN.

Persons: David Petraeus, Frederick Kagan, Petraeus, Kagan, Tony Radakin, Patrick Bury Organizations: Service, CIA, CNN, Washington Post, SPG, Getty Images, Air Assault Brigade, Facebook, Air Assault Locations: Russia, Wall, Silicon, Ukraine, Iraq, Ukrainian, Bakhmut, Donetsk Oblast, Roman, Zaporizhzhia, Donetsk, Melitopol

The deal, which would give Shein a roughly one-third interest in SPARC Group, expands Forever 21's reach by bringing the label to Shein's online platform, which serves about 150 million users. The partnership also presents an opportunity for Singapore-based and China-founded Shein to step into Forever 21's retail locations across the United States. Under the agreement, SPARC Group would also become a minority shareholder in Shein. Shein's Forever 21 deal will help it reach beyond its core ultra-fast fashion, primarily Generation Z, customer base, Amlani said. The Forever 21 deal will also enable the fast-fashion retailer to test in-person experiences including "shop-in-shops" and allow customers to return merchandise in physical stores.

Persons: Dado Ruvic, Shein, Simon Property, Liza Amlani, Amlani, Savyata Mishra, Deborah Sophia, Shilpi Majumdar, Tomasz Janowski Organizations: REUTERS, SPARC Group, Forever, Brands, Simon, SPARC, Thomson Locations: Singapore, China, United States, Shein, Brazil, U.S, Bengaluru, Arriana, New York

☆ Shein deal kills several birds with one stone
▼ + stars: | 2023-08-24 | by ( ) www.reuters.com time to read: +2 min

A Shein logo is pictured at the company’s office in the central business district of Singapore, October 18, 2022. REUTERS/Chen Lin Acquire Licensing RightsTORONTO, Aug 24 (Reuters Breakingviews) - Shein isn’t wasting any time in the U.S. battle for buyers of ultra-fast fashion. In exchange, Sparc will become a minority shareholder in Shein. The clever relationship kills a few birds with one stone. Shein is highly skilled at manufacturing TikTok-friendly wares, but has come under attack for its ESG credentials.

Persons: Chen Lin, Simon Property, Simon, Brooks, Sharon Lam, Coinbase’s, Lauren Silva Laughlin, Oliver Taslic Organizations: REUTERS, Rights, Reuters, Forever, Sparc, Authentic Brands, Authentic, X, Thomson Locations: Singapore, U.S, Shein, American

☆ On tap this week: Jobs report plus 10 key earnings. Here's what we want to see
▼ + stars: | 2023-07-29 | by ( Zev Fima | ) www.cnbc.com time to read: +18 min

All three major averages advanced for the week, powered by strong mega-cap earnings and favorable inflation data. Looking to next week, earnings season enters its second half with the last of our mega-caps — Apple (AAPL) and Amazon (AMZN) — set to report on Thursday. We'll get a better read on the employment picture on Wednesday with the ADP report and then, more importantly, on Friday's nonfarm payrolls report for July. Thursday after the close brings us to the main events of the week: Earnings from Apple and Amazon. 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, that's, Stanley Black, Decker, Emerson, Bausch, Leggett, Platt, SIRI, Ares, COLM, PERI, Kraft Heinz, Phillips, Ferrari N.V, Johnson, Robinson, COOK, BUD, Kellogg, Papa, Pitney Bowes, Parker, Trimble, Ziff Davis, Nonfarm, Jim Cramer's, Jim Cramer, Jim, Apple Tim Cook, Kevin Dietsch Organizations: Nasdaq, Dow, Federal Reserve, Federal, ISM Manufacturing, Services PMI, Investors, Caterpillar, Devices, Starbucks, Natural Resources, AMD, Management, Emerson Electric and, Humana, Bausch Health, Apple, Microsoft, Resource Partners, AerCap Holdings, CNA Financial Corp, CNA, Apellis Pharmaceuticals, Bank, SJW, Hutchison China MediTech, Camtek Ltd, Silvercrest Asset Management, Loews Corp, Oxford Lane Capital Corp, Banco Santander, Silicom Ltd, SuperCom Ltd, Arista Networks, Avis Budget Group, Diamondback Energy, Lattice Semiconductor Corp, Republic Services, Yum China Holdings, Western Digital Corp, Power Systems, Tenet Healthcare Corp, Vornado Realty, BioMarin Pharmaceutical, PetMed, SBA Communications Corporation, Brixmor, Snack Foods Corp, Cushman & Wakefield, Sanmina Corporation, TFI, PMI, Cruise Line Holdings Ltd, Uber Technologies, Pfizer, Enterprise Products Partners, Merck, JetBlue Airways Corporation, Allegro MicroSystems, Altria, SunPower Corp, SiriusXM Holdings, Molson Coors Beverage, Marriott International, Toyota Motor Corp, BP, SYSCO Corp, Marathon Petroleum Corp, Ares Management, Equitrans Midstream Corporation, Game Technology, Illinois Tool, IDEXX Laboratories, Rockwell Automation, Packaging International Corp, Gartner, Zebra Technologies Corp, IQVIA Holdings, Oshkosh Corporation, Leidos Holdings, Eaton Corp, yte Corp, Lear Corp, Starbucks Corp, Devon Energy Corp, SolarEdge Technologies, Lumen Technologies, Virgin Galactic Holdings, Caesars Entertainment, VF Corp, Sciences Corp, Paycom, Vertex Pharmaceuticals, Suncor Energy, Holdings, Chesapeake Energy Corp, Boston Properties, American International Group, AIG, Allstate Corp, Aspen Technology, Electronic Arts, EA, Flowserve Corporation, Denny's, Corp, Prudential Financial, Store, Ternium S.A, Vimeo, Emerson, Lomb, CVS Health, Generac Holdings, Cameco Corp, Perion Network Ltd, Builders, Carlyle Group, Scorpio, Teva Pharmaceutical Industries, Ltd, Rithm Capital Corp, AeroSystems Holdings, Vertiv Holdings Co, Johnson Controls, CDW Corp, DuPont, Brands Holdings, Scotts Miracle, Gro, SMG, Brands, Allegheny Technologies, AmerisourceBergen Corporation, ABC, Real Estate Corporation, Adient plc, Editas, Garmin Ltd, WWE, Bunge Ltd, Criteo S.A, PayPal, QUALCOMM, Occidental Petroleum Corp, Apache Corp, Albemarle Corp, MGM Resorts International, MGM, Marathon Oil Corp, Joby Aviation, Industrial, CF Industries Holdings, Goodyear Tire &, Realty ome Corp, Metlife, Pacific Biosciences of, Rush Street Interactive, Zillow, JFrog Ltd, Herbalife Nutrition Ltd, Simon Property Group, McKesson Corp, Storage, Cerus Corporation, GXO Logistics, MAX Holdings, Health, Anheuser, Busch InBev, Warner Bros ., Cheniere Energy, ConocoPhillips, Hasbro, CIGNA Corp, Lantheus Holdings, Regeneron Pharmaceuticals, Fiverr International, Air Products & Chemicals, TopBuild Corp, EPAM Systems, Lightspeed Commerce, Aurinia Pharmaceuticals, Cummins, CMI, Slair Corporation, Starwood Property Trust, Vulcan, Alnylam Pharmaceuticals, New Energy Corp, Cedar Fair Entertainment, Intellia Therapeutics, Lending, Privia Health, Dickinson, Chimera Investment, CIM, Hyatt Hotels Corp, Lion Electric, LEV, Deluxe Corp, Murphy Oil Corp, PBF Energy, Papa John's, Targa Resources Corp, Wix.com Ltd, Apollo Global Management, LLC, Butterfly, Sempra Energy, Aptiv PLC, Brookfield Infrastructure Partners, Canada Goose Holdings, Hannifin Corporation, WESCO International, WCC, Arrow Electronics, Constellation Energy Group, Midstream Partners, Coinbase, Petroleo Brasileiro SA Petrobras, Gilead Sciences, Opendoor Technologies, Booking Holdings, Atlassian Corporation, International, Redfin Corporation, Motorola Solutions, Monster Beverage Corporation, Consolidated Edison, Rocket Companies, Apple Hospitality, Cirrus, Resources, Universal Display Corporation, Chesapeake Utilities Corp, Social, Defense, Security Solutions, Post Holdings, Tandem Diabetes Care, Nikola Corporation, Magna International, Dominion Energy, ACM Research, Frontier Communications, Brookfield Renewable Partners, inTEST Corporation, American Pipeline, TELUS International, XPO Logistics, Fluor Corp, Gray Television, Cboe, LyondellBasell Industries, Twist Bioscience, Global, Jim Cramer's Charitable, CNBC, Allen & Company Sun Valley, Getty Locations: U.S, China, India, Oxford, Chile, Illinois, Columbia, Pacific, Pacific Biosciences of California, Southern, PBI, Gilead, Sun Valley , Idaho

☆ The 'disconnect' within TV industry made strike negotiations difficult
▼ + stars: | 2023-07-19 | 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 Email'Disconnect' within TV production making strike negotiations difficult: Former Netflix executiveSPG Global’s Simon Gallagher says the money flowing from streaming companies like Netflix to production companies isn't making it to second tier actors and writers in Hollywood.

Persons: Simon Gallagher Organizations: Netflix Locations: Hollywood

☆ A fund manager beating 99% of his peers over the last 5 years explains why value is gearing up for a rebound following AI-driven mania — and shares 7 cheap stocks to bet on
▼ + stars: | 2023-07-13 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

A common phrase you'll hear from folks at Smead Capital Management is "fear stock market failure." He manages the Smead Value Fund (SMVLX), which has beaten 99% of similar funds over the last five-year period, and 97% over the last 10- and 15-year periods, according to Morningstar data. Value stocks to buyWithin value stocks, Smead is most bullish on the energy sector, as he believes we're in the earlier stages of a "commodities super cycle." Another area of the market Smead is bullish on right now is shopping mall real-estate investment trusts, or REITs. "Collecting a 6% dividend from them and having upside potential in a stock market that might struggle looks like a winning hand."

Persons: Bill Smead, Smead, he's, Smith Barney, Wells, Ben, we're, Stifel's Barry Bannister, millenials, it's Organizations: APA, DVN, MAC, Smead Capital Management, Morningstar, Smead Capital, Smead, Management, Occidental Petroleum, ConocoPhillips, Property Group, Simon Property Group Locations: OXY, Devon

Shopping mall developer Simon Property Group is a "cash engine," according to Wolfe research. The company is currently trading at a discount to Wolfe's strip center and overall coverage, said Rosivach. "In fact, SPG is currently trading well below its historic discount to our overall coverage. Shares of Simon Property Group are trading near the flatline in 2023, but have jumped more than 22% over the past 12 months. SPG 1Y mountain SPG in past year —CNBC's Michael Bloom contributed to this report.

Persons: Wolfe, Andrew Rosivach, Rosivach, — CNBC's Michael Bloom Organizations: Simon Property, SPG, Brands, General Atlantic, Simon Property Group

☆ Cramer's Lightning Round: Get rid of ADT
▼ + stars: | 2023-06-22 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Stock Chart Icon Stock chart icon Cummins' year-to-date stock portfolio. Stock Chart Icon Stock chart icon Simon Property Group's year-to-date stock performance. Stock Chart Icon Stock chart icon ADT's year-to-date stock performance. Stock Chart Icon Stock chart icon Abbvie's year-to-date stock performance. Stock Chart Icon Stock chart icon Evergy's year-to-date stock performance.

Persons: Cummins, Simon, it's, Abbvie's, Marten Transport's, Marten, I've, Jim Cramer's Organizations: Cummins, Simon Property, Realty, 3M, Trucking, Energy Solutions, Atlas Energy Solutions

☆ 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.

☆ How Ukraine's artillery is doing more damage than Russia's, even with fewer rounds
▼ + stars: | 2023-04-26 | by ( David Hambling | ) www.businessinsider.com time to read: +12 min

While Ukraine has fewer guns firing fewer shells, it appear to be doing more damage than Russia. But while Ukraine has fewer guns firing fewer shells, they appear to be doing more damage even though, with some notable exceptions, they are using the same weapons as their Russian opponents. NATO Secretary General Jens Stoltenberg stated in February that Russia was firing around four times as many shells as Ukraine. This suggests an improvement of a factor of 7-10, which is roughly what we see in the ratios of artillery shells: casualties above. A vast number of Ukrainian drone videos show this process in operation.

☆ These stocks have the most upside in the second-quarter, analysts say
▼ + stars: | 2023-04-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

CNBC Pro combed through the most recent quarterly research reports to find stocks with upside as the new quarter gets underway. They include: Simon Property, Spotify , Netflix , Enphase and Palo Alto Networks. Palo Alto Networks The cybersecurity company is firing on all cylinders, RBC said earlier this week in its top second-quarter picks note to clients. Hedberg believes Palo Alto has a unique opportunity to take share in a rapidly burgeoning field. ... .We view Palo Alto as well positioned to benefit from an increasingly complex security and threat landscape and as an industry leader in security."

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