DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
— - 5 Bernstein - 3 Goldman Sachs - 2 — CNBC's Michael Bloom - 2 Buffett - 2 You've - 2 Satya Nadella - 2 Jim Cramer - 2
Top related locs:
U.S Europe Gaza New York Ireland Indonesia China America
Top related orgs:
CNBC - 5 Apple - 4 Microsoft - 4 Investment - 3 Service - 3 Business - 3 Dow - 3 Goldman - 2

Search resuls for: "The Investment"


25 mentions found


☆ These global stocks will soar on an $858 billion electric boom, Goldman says, giving one 45% upside
  + stars: | 2024-05-03 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
They project that 800 billion euros ($857.5 billion) will be spent on Europe's power transmission and distribution, thanks in part to "years of under-investment." Here are three of Goldman's buy-rated stocks with over 30% upside potential in the next 12 months. That gives the German stock — which is on Goldman's conviction list — about 35% potential upside. Goldman has a target price of 2,024 British pence on the stock, giving it around 42.8% upside potential. Goldman has a target price of 135 euros on the stock, giving it 45.5% upside potential.
Persons: Goldman Sachs, Goldman, Elia, — CNBC's Michael Bloom Organizations: E.on Goldman, E.on, Goldman Locations: Europe, Belgian
☆ Final Trades: Samsara, Prologis and the XLE
  + stars: | 2024-05-02 | 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 EmailFinal Trades: Samsara, Prologis and the XLEThe Investment Committee give you their top stocks to watch for the second half.
Organizations: Investment
☆ Apple's make-or-break moment
  + stars: | 2024-05-02 | 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 EmailApple's make-or-break momentApple is reporting after the bell today. The Investment Committee debates what to expect from their earnings report and how you should position your portfolio.
☆ Live Updates: Police Enter U.C.L.A. Encampment After Warnings
  + stars: | 2024-05-02 | by ( Jonathan Wolfe | Mike Ives | ) www.nytimes.com   time to read: +4 min
A deal struck by Northwestern University officials and pro-Palestinian demonstrators brought an end to a protest encampment on campus but drew harsh criticism from Jewish leaders and students on Wednesday. The agreement, announced this week, included a promise by the university to be more transparent about its financial holdings. In turn, demonstrators removed the tent camp they built last week at Deering Meadow, a stretch of lawn on campus. The university did not commit to divesting from companies linked to Israel’s military campaign in Gaza, a chief demand animating campus protests across the nation. But protest organizers at Northwestern said they saw transparency as a first step toward that goal.
Persons: ”, Elizabeth Shakman Hurd, “, Hillel, Michael Schill, Schill, ” Paz Baum, Baum, Mr Organizations: Northwestern University, Northwestern, Educators for Justice, American Jewish Committee, Cook County Circuit Court, Jewish Voice, Peace, Brown University, Columbia University, University of California Locations: Deering, Gaza, Palestine, Northwestern, Cook County, New York, Los Angeles
☆ Souring on Apple? Mystery bank stock? Buffett followers seek clarity on portfolio at annual meeting
  + stars: | 2024-05-02 | by ( Yun Li | ) www.cnbc.com   time to read: +5 min
Trimming Apple One surprising move from the conglomerate was selling about 10 million Apple shares (just 1% of its massive stake) in the fourth quarter. Second, it could have been Buffett's investment deputies Todd Combs and Ted Weschler who trimmed the Apple stake in order to fund other purchases. There's a chance that Buffett might reveal at the annual meeting the mystery bank stock that Berkshire has been buying for two quarters straight . Berkshire now owns more than 70 million of the tracking stock. "You need higher prices, or it doesn't work," Buffett said at Berkshire's 2023 annual meeting.
Persons: Warren Buffett's, Buffett, Todd Combs, Ted Weschler, Debbie Bosanek, Warren, Berkshire Hathaway, SIRI, Bob Bakish, Berkshire's, You've Organizations: Berkshire Hathaway, CNBC, Apple, Oracle, Securities and Exchange Commission, Verizon, Berkshire, Liberty, Liberty Media Corp, Liberty Media, Liberty Media Sirius, Paramount, Paramount Global, Skydance Locations: Berkshire, Woodstock, Omaha , Nebraska, Omaha, Chevron, New York, The Omaha
☆ Citi just added these global stocks with over 30% upside to its ‘highest conviction ideas’ list
  + stars: | 2024-05-02 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
U.S. bank Citi refreshed its list of "highest conviction ideas" for Europe and recommended a specific trading strategy that investors can adopt right now. "The focus is on bottom-up ideas," Citi's analysts wrote in an Apr. The list also "highlights liquid names in which investors can build positions," the Citi analysts added. Citi's focus list delivered returns of 3.4% over the last 12 months and 5.4% in the past three months. Citi has a target price of £200 on the LSE-listed stock, giving it 34% potential upside.
Persons: —, Leonardo Citi, Leonardo, — CNBC's Michael Bloom Organizations: Citi, U.K . Ministry of Defence, Revenue, London Stock Exchange, New York Stock Exchange, LSE Locations: Europe, U.S, Ireland, Australia, Italy
☆ Here's why Americans having fewer kids won't doom the economy
  + stars: | 2024-05-02 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
America's falling population isn't necessarily bad for the economy, Fisher Investments said. The US birth rate just fell to its lowest level in over 40 years, according to provisional CDC data. AdvertisementAmericans aren't having nearly as many kids as they used to, but that won't be the blow to the US economy that many have feared, according to Fisher Investments. Related storiesBut fewer babies being born isn't necessarily a bad thing for the economy, the firm said. "Yes, falling birth rates could have negative long-run ramifications if a true reduction in human capital and other factors don't offset this.
Persons: —, Goldman Sachs, Fisher, Ken Fisher Organizations: Fisher Investments, Service, Centers for Disease, Bank
☆ First Tim Cook, now Satya Nadella is also wooing Indonesia — the world's 4th most populous nation
  + stars: | 2024-05-02 | by ( Beatrice Nolan | ) www.businessinsider.com   time to read: +1 min
Microsoft plans to invest $1.7 billion in cloud and AI infrastructure in Indonesia. CEO Satya Nadella visited Indonesia this week The investment is the largest in Microsoft's 29-year history in the country. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. This week the company said it would invest $1.7 billion over the next four years in cloud and AI infrastructure in Indonesia. "This new generation of AI is reshaping how people live and work everywhere, including in Indonesia," Microsoft CEO Satya Nadella said on Tuesday.
Persons: Satya Nadella, Tim Cook, — Organizations: Service, Microsoft, Business Locations: Indonesia
☆ Stocks pop after Fed decision, oil plunges, earnings mixed — what to watch in the market
  + stars: | 2024-05-01 | by ( Matthew J. Belvedere | ) www.cnbc.com   time to read: +6 min
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Before last week's strong quarter, CNBC learned that Alphabet's Google had laid off hundreds of employees from so-called core teams. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Jerome Powell, Powell, It's, Morgan Stanley, DuPont, Jim, Laxman Narasimhan's, Estee Lauder, Stanley Black, Decker, Bernstein, Toni Sacconaghi, Apple, Sacconaghi, Jim Cramer's Organizations: CNBC, Federal Reserve, Dow, Nasdaq, Google, West Texas, Coterra, Cruise, Viking Holdings, Investment, Morgan, GE Healthcare, Nvidia, Big Tech, Linde, Bausch Health, Apple, Jim Cramer's Charitable Locations: India, Mexico, Gaza, WTI, Wall, China
☆ Final Trades: Crowdstrike, ONEOK and Leidos Holdings
  + stars: | 2024-05-01 | 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 EmailFinal Trades: Crowdstrike, ONEOK and Leidos HoldingsThe Investment Committee gives you their top stocks to watch for the second half.
Organizations: Leidos Holdings, Investment
☆ Chart of the Day: AMD
  + stars: | 2024-05-01 | 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 EmailChart of the Day: AMDAMD is tumbling along with some other AI chip names. The Investment Committee debates the chip stocks.
Organizations: AMD
☆ Trump Media insider trading trial begins with co-founder testifying, 'I've never been paid at all'
  + stars: | 2024-05-01 | by ( Dan Mangan | ) www.cnbc.com   time to read: +6 min
The first witness in the insider trading case against Bruce Garelick was Andy Litinsky, a co-founder of Trump Media. Garelick has decided to take his chances with a jury after his two co-defendants, the brothers Michael Shvartsman and Gerald Shvartsman, pleaded guilty on April 3 to insider trading charges in the case. Garelick, Bach argued, "acted in good faith at all times." Shahabian repeatedly had Litinsky describe the confidentiality agreements in letters of intent that Trump Media signed with two prospective merger partners, DWAC and Bennessere Capital Acquisition Corp. Asked if he traded stock based on the confidential information, Litinsky likewise replied, "No," noting, "It would be against the rules."
Persons: Bruce Garelick, Amr Alfiky, Donald Trump, Andy Litinsky, Litinsky, Garelick, Michael Shvartsman, Gerald Shvartsman, Gerald, Attorney Elizabeth Hanft, Michael Schvartsman, Jonathan Bach, Bach, Bruce, Michael Shvartsman's, Matthew Shahabian, Wes Moss, Trump, Michael Kovac, Wireimage, Shahabian Organizations: Manhattan Federal Court, Reuters, Trump Media, Trump, Attorney, NBC, Hammerstein, DWAC, Bennessere, Corp Locations: Manhattan, New York City, U.S, Florida, DWAC, Providence , Rhode Island, Miami
☆ Trade Tracker: Joe Terranova sells Eli Lilly
  + stars: | 2024-05-01 | 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 EmailTrade Tracker: Joe Terranova sells Eli LillyThe Investment Committee discusses the healthcare sector as Joe Terranova sells Eli Lilly in his JOET rebalance.
Persons: Joe Terranova, Eli Lilly
☆ Stocks could have further to fall in May after this month’s market woes
  + stars: | 2024-04-30 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
The S & P 500 is down by more than 3% this month, though it has still registered a more than 6% advance for the year. But many investors worry stocks have further to go before finding a durable bottom. They say stocks look overvalued even after the recent pullback, and they cite troubling headwinds for equities. 'Sell in May and go away' May has a reputation as a historically weak month for stocks. Carson Group's Ryan Detrick noted that stocks have actually been higher in May during the last nine out of 10 years.
Persons: Mark Luschini, Janney Montgomery Scott, Jeff Hirsch, he's, It's, Hirsch, Carson Group's Ryan Detrick, we've Organizations: Investors, Dow Jones Industrial, Dow, Treasury Bond ETF
☆ PG&E Seeks Approval to Sell Stake in Its Power Operations
  + stars: | 2024-04-30 | by ( Ivan Penn | More About Ivan Penn | ) www.nytimes.com   time to read: +1 min
Pacific Gas & Electric announced plans on Tuesday to sell a minority stake in its power-generation business, part of its strategy to reduce electricity rates, continue wildfire prevention and further develop clean energy. The exclusive deal with the global investment firm KKR is part of PG&E’s plan to transfer its nonnuclear power generation to a newly formed subsidiary, Pacific Generation. The proposals for the subsidiary and the KKR stake require approval by the California Public Utilities Commission and the Federal Energy Regulatory Commission. KKR, which manages $59 billion in assets, operates a global infrastructure business with expertise in the utility and renewable energy industry. PG&E said in a statement that the investment firm’s access to capital gave it the ability to take a long-term approach in its strategies.
Persons: ” Carolyn Burke Organizations: Gas & Electric, KKR, Pacific, California Public Utilities Commission, Federal Energy Regulatory Commission
☆ These 5 stocks are perfect examples of a time-tested strategy that can outperform in any market, according to a stock-picker whose ETF beat 90% of its peers in its first full year
  + stars: | 2024-04-30 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
The Copenhagen-based firm subadvises funds like the Harbor International Compounders ETF (OSEA), which O'Reilly has co-managed since its launch in early September 2022. But despite launching less than two years ago, O'Reilly said in a recent interview that the ETF's success didn't happen overnight. "We feel the strategy that we have can work in any market environment," O'Reilly said. The ETF is more balanced when it comes to countries, as no more than 13% of its stocks are from a single nation. 5 international stocks to buy nowAfter outlining his investing strategy, O'Reilly spoke about five companies he's especially excited about now.
Persons: Peter O'Reilly, who's, O'Reilly, You've, he's, Germany — Organizations: London, Asset Management, Business, Carnegie Asset Management Locations: Ireland, Dublin, Copenhagen, France, Japan, United Kingdom, Germany
☆ Microsoft to invest $1.7 billion into AI infrastructure in Indonesia, CEO Satya Nadella says
  + stars: | 2024-04-30 | by ( Sheila Chiang | In Sheilachiang | ) www.cnbc.com   time to read: +1 min
Microsoft CEO Satya Nadella (C) arrives for a meeting with Indonesia's President Joko Widodo at the Merdeka Palace in Jakarta on April 30, 2024. The announcement came as CEO Satya Nadella met with Indonesian President Joko Widodo on the same day. "This new generation of AI is reshaping how people live and work everywhere, including in Indonesia," Nadella, chairman and CEO of Microsoft, said in a statement. Microsoft also said it will partner with governments, organizations and communities to provide AI skilling opportunities for 2.5 million people in Association of Southeast Asian Nations member states by 2025. Nadella met with Jokowi in Jakarta on Tuesday to discuss topics including technological and AI breakthroughs that will help Indonesia progress, according to Indonesian news agency Antara.
Persons: Satya Nadella, Joko Widodo, ISMOYO, Nadella Organizations: Getty, Microsoft, Indonesian, Association of Southeast Asian Nations, Jokowi, Antara Locations: Jakarta, AFP, Indonesia, Golden Indonesia
☆ Calls of the Day: Live Nation, Citigroup and Boeing
  + stars: | 2024-04-30 | 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 EmailCalls of the Day: Live Nation, Citigroup and BoeingThe Investment Committee discuss the latest Calls Of The Day.
Organizations: Citigroup, Boeing The Investment
☆ Burger King invests another $300 million to remodel restaurants
  + stars: | 2024-04-30 | by ( Amelia Lucas | ) www.cnbc.com   time to read: +2 min
The Burger King logo is displayed at a Burger King fast food restaurant on January 17, 2024 in Burbank, California. Burger King will invest another $300 million to remodel about 1,100 of its U.S. restaurants as part of a broader turnaround effort, the chain's parent company said Tuesday. About 100 Burger King locations have been remodeled and updated so far. Still, Burger King has had to chip in its own money to incentivize franchisees to remodel. Burger King will let operators choose how much of a discount they get on the royalties they pay to the company.
Persons: Burger, Tom Curtis, Curtis, Burger King Organizations: Burger King, U.S ., Carrols, Brands, Burger King U.S, CNBC, Restaurant Brands Locations: Burbank , California, Burger, U.S
☆ Amazon to report first-quarter earnings after the bell: Here's what you need to know
  + stars: | 2024-04-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon to report first-quarter earnings after the bell: Here's what you need to knowThe Investment Committee gives you their earnings preview for Amazon reporting tonight.
☆ We're raising our Amazon price target, betting light guidance proves conservative
  + stars: | 2024-04-30 | by ( Zev Fima | ) www.cnbc.com   time to read: +7 min
Amazon Why we own it : Amazon may be widely known for online shopping, but its cloud business is the real breadwinner. While an International e-commerce sales increase of 10% to $31.94 billion missed estimates, the segment saw $903 million in operating income. Guidance Amazon expects second-quarter net sales to be between $144 billion to $149 billion, growing 7% to 11% year over year. However, thanks to disciplined cost management, operating income guidance is expected to come in much closer to the mark at $10 billion to $14 billion versus $12.73 billion expected. The midpoint of the sales and operating income estimates point to an operating margin target of 8.2%, which compares with an 8.5% estimate for the second quarter.
Persons: it's, Andy Jassy, Jassy, we're, That's, Jim Cramer's, Jim Cramer, Jim, CNBC's Andrew Ross Sorkin Organizations: Amazon, LSEG, Walmart, Target, Microsoft, Services, Web Services, CNBC Locations: Amazon, America, North America
☆ White-Collar Recession: It's Hard to Find a High-Salary Job
  + stars: | 2024-04-30 | by ( Aki Ito | ) www.businessinsider.com   time to read: +7 min
Over the past year or so, pretty much everyone who's looked for a job has told me the same thing: The job market is brutal right now. By all the standard measures, the job market is doing just fine. And what the numbers show is a two-tier job market — one divided between a blue-collar boom and a white-collar recession. Now, you could argue that a slowdown in white-collar hiring doesn't really matter in the current economy, even for white-collar workers. And the longer the white-collar hiring lull continues, he warns, the more the resentment will build.
Persons: who's, I've, you'd, it's, Mark Zuckerberg, Fiona Greig, doesn't, Emily Stewart, Guy Berger, Berger, there's, —, Aki Ito Organizations: Vanguard, Glass Institute, Business Locations: America
☆ 'Be like Buffett' and buy the dip in Apple stock before its next iPhone announcement, analyst says
  + stars: | 2024-04-30 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Investors should imitate Warren Buffett and buy Apple while it's cheap, Bernstein's Toni Sacconaghi said. He says the stock is attractively priced, pushed down by cyclical issues in China, not due to fundamental problems. The stock will also see boosted upside from its forthcoming iPhone 16 cycle, he told CNBC. AdvertisementInvestors should grab Apple because it's looking cheap, Bernstein said on Monday, turning bullish on the stock for the first time in years. "What we found is, we're getting a price break on it," Sacconaghi told CNBC Tuesday.
Persons: Warren Buffett, Toni Sacconaghi, —, Bernstein, Buffett, we're, Sacconaghi, Apple's Organizations: Apple, CNBC, Service Locations: China, Bernstein's
☆ Karen Firestone: Tech dominates the S&P 500. It's time to ask whether it's the best benchmark for investors
  + stars: | 2024-04-29 | by ( Karen Firestone | ) www.cnbc.com   time to read: +7 min
Answering that question assumes understanding why we use the S & P 500 in the first place. While the Dow heavily favors industrial businesses — steel, chemicals, autos, oil and gas — the S & P 500 offers a more diverse representation. Also, the S & P 500 index is weighted by market value, which makes sense to professional investors. While certainly not a proxy for the S & P 500, it provides more exposure to other industries and stocks. As shown below, the equal-weighted S & P 500 has slightly outperformed the S & P 500 over the past 20 years.
Persons: I've, Gamble, Karen Firestone Organizations: Dow Jones, Dow, Apple, Procter, Microsoft, Nasdaq, Bloomberg, Goldman, Commodities, Asset Management
☆ Call of the Day: Apple
  + stars: | 2024-04-29 | 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 EmailCall of the Day: AppleApple gets an upgrade from Bernstein. The Investment Committee debates the call.
Persons: Bernstein Organizations: Apple Apple
0 next >>
Total: 25