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☆ Stocks making the biggest moves midday: Tesla, GE Vernova, UnitedHealth Group and more
▼ + stars: | 2024-04-02 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Tesla — Tesla shares sank more than 6% after the electric vehicle maker reported an 8.5% year-over-year decline in deliveries in the first quarter. GE Vernova — Shares jumped more than 3% after GE Vernova started trading on the New York Stock Exchange on Tuesday under the ticker "GEV," following its spinoff from General Electric. Shares of GE Aerospace , which was formerly General Electric and is keeping the "GE" ticker symbol, gained roughly 1%. Figs — Shares of the health-care apparel maker slipped 6.2% following a Bank of America downgrade to underperform from neutral. Horton — The homebuilder's shares slipped 3.7%.

Persons: PVH, Calvin Klein, Tommy Hilfiger, Blackstone, Nextracker, Horton —, Wedbush, Horton, Brent Bowman, Tim Cabral, —, Sarah Min, Alex Harring, Samantha Subin Organizations: GE, —, GE Vernova, New York Stock Exchange, General Electric, GE Aerospace, SLB, CVS, Health, Medicare, Medicaid Services, CVS Health, UnitedHealth, Endeavor, Silver, Blackstone —, UBS, Barclays, Bank of America, Veeva Locations: Europe, D.R

☆ 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

☆ The non-profit behind Wikipedia and a crypto exchange are among the top companies for work-from-anywhere jobs, with some paying over $100,000
▼ + stars: | 2024-01-28 | by ( Sawdah Bhaimiya | ) www.businessinsider.com time to read: +3 min

However, a 2023 Bankrate survey of over 2,000 adults in the US found that 64% of those already working prefer full remote work, instead of fully working in-person. Related storiesEvidently, remote work remains popular despite the pushback from companies. Companies that made the full list included cyrpto exchanges like Binance and Kraken, mobile payments firm CashApp, and Wikipedia's parent company, the Wikimedia Foundation. A director of engineering role with the Wikimedia Foundation pays between $167,046 and $260,066. Another Wikimedia Foundation role as a senior global movement communications specialist offers between $87,130 and $134,270.

Persons: —, Goldman Sachs, X, FlexJobs Organizations: Service, Business, Google, Meta, Twitter, Deloitte, Wikimedia Foundation, Media, Chainlink, Invisible Technologies, Foundation

☆ 10 companies that will let you work from anywhere and are hiring right now—some jobs pay over $100,000
▼ + stars: | 2024-01-23 | by ( Morgan Smith | ) www.cnbc.com time to read: +3 min

Companies in the marketing, education and gaming sectors are also hiring for more remote, flexible roles, FlexJobs lead career expert Toni Frana tells CNBC Make It. FlexJobs has identified the top companies hiring for work-from-anywhere jobs in 2024 by analyzing its database and seeing which companies had the highest volume of remote, location-flexible job postings between January and December 2023. All of the companies included in FlexJobs' ranking offer full-time or part-time remote jobs that don't have a location restriction and require no time in the office. Many work-from-anywhere jobs offer salaries well over $100,000. Check out:The biggest change coming to remote work and RTO in 2024, according to a tech CEO

Persons: FlexJobs, Toni Frana, Frana, that's Organizations: FlexJobs, Companies, CNBC, Technologies, Chainlink Labs, Wikimedia Foundation, Invisible Technologies

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Microsoft, Gap, Verizon, Alphabet & more
▼ + stars: | 2023-10-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Wells Fargo upgrades Gap to overweight from equal weight Wells said the turnaround is taking shape for Gap. Deutsche Bank upgrades Livent to buy from hold Deutsche said it sees an attractive entry point for the lithium company. Bank of America downgrades TransUnion to underperform from buy Bank of America double downgraded the stock due to concerns about consumer lending. Bank of America initiates Syndax as buy Bank of America said it sees upside for the pharmaceutical company. Monness, Crespi, Hardt & Co. downgrades Alphabet to neutral from buy Monness said it's concerned about regulatory headwinds.

Persons: TD Cowen, Freyr, FREY, Goldman Sachs, Goldman, it's, We're, Wells, Needham, Etsy, Piper Sandler, Piper, TRU, SocGen, Bernstein, Deutsche Bank downgrades Corning, 2H24, Jefferies, Monness, Crespi, Hardt, Piper Sandler downgrades Livent Organizations: EV, Apple, BMO, Bank of America, Microsoft, GPS, Alto Networks, Deutsche Bank, Deutsche, Citi, TAM, Barclays, Verizon, Piper Sandler downgrades Regions, Citizens Financial, RF, " Bank of America, Farfetch, Machinery, UBS, Nvidia, Veeva, Commercial, Syndax Pharmaceuticals Locations: EVgo, Cybersecurity, Corning, Albemarle, LTHM

☆ Cramer's Lightning Round: Veeva is a buy
▼ + stars: | 2023-10-09 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Veeva's year-to-date stock performance. Stock Chart Icon Stock chart icon US Bancorp's year-to-date stock performance. Stock Chart Icon Stock chart icon Marvell's year-to-date stock performance. Stock Chart Icon Stock chart icon Snowflake's year-to-date stock performance. Stock Chart Icon Stock chart icon Teekay's year-to-date stock performance.

Persons: they'll, Stock's, Frank Slootman's, Gray, I'm, that's Organizations: US Bancorp, American Electric, Marvell, Gray Television

☆ Lightning Round: U.S. Bancorp, American Electric and Marvell Technology
▼ + stars: | 2023-10-09 | by ( Jim Cramer | ) 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 EmailLightning Round: U.S. Bancorp, American Electric and Marvell Technology'Mad Money' host Jim Cramer weighs in on stocks including: Veeva Systems, US Bancorp, Super Micro Comp, American Electric, Marvell, Snowflake, Gray Television and Teekay Shipping.

Persons: Jim Cramer Organizations: U.S . Bancorp, American Electric, Marvell Technology, Veeva Systems, US Bancorp, Electric, Marvell, Gray Television, Teekay Shipping Locations: Snowflake

☆ Here are 2 major themes to watch in the week ahead after Friday's market rally
▼ + stars: | 2023-08-26 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

As August is known to be, it's been a rough month-to-date for all three of those stock market benchmarks so far. This past week, the overall market was oversold, according to Jim Cramer's trusted S & P Oscillator. After Friday's strong finish, we'll see if the market's oversold condition abates as two major themes play out in the week ahead: Earnings from two Club names — Salesforce (CRM) and Broadcom (AVGO) — and key economic reports ahead of September's Fed meeting. Outside of the labor market and inflation, we'll also get a look at the housing market with the pending home sales on Wednesday. As we heard from fellow Club name Palo Alto Networks (PANW) last week, companies are growing more cautious and more closely scrutinizing large sales deals.

Persons: Jerome Powell's, Powell, it's, Jim Cramer's, Friday's, —, It's, we've, we'll, we're, Salesforce, AVGO, We're, Brown, Forman, Campbell Soup, LULU, Jim Cramer, Jim, Angela Weiss Organizations: Nasdaq, Federal, Nvidia, Dow Jones, Broadcom, Fed, Labor, Club, Palo Alto Networks, VMWare, HEICO Corporation, Bank of Montreal, BMO, Bank of Nova, Hewlett Packard Enterprise, HP, PVH Corp, Patterson Companies, Veeva Systems, UBS, Academy Sports, Hormel, Signet Jewelers, Dell Technologies, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: Jackson Hole , Wyoming, China, Bank of Nova Scotia, New York City

Recessions haven't always resulted in declining stock markets, and good opportunities can be found amid them. Sectors for recession naysayersThe best sectors for recession disbelievers are the most economically sensitive ones: industrials, materials and financials. Well-positioned companies with good growth prospects currently include: Corteva, Dow Chemical, Ecolab, Linde plc, Martin Marietta Materials, Nucor Corp., PPG Industries and Sherwin-Williams. Currently buyable names include: Campbell Soup Co., General Mills, The Hershey Co., Kellogg's, Kimberly-Clark Corp., Kroger, Procter & Gamble and Walmart. Sector names with reasonable risk levels and good growth prospects include: Vertex Pharmaceuticals, IDEXX Laboratories, DaVita Inc., Veeva Systems Inc., IQVIA Holdings Inc., Cigna Group and Zoetis Inc.

Persons: Sherwin, Williams, Mayur, Martin Marietta, JPMorgan Chase, Rowe Price, Willis Towers Watson, Campbell, General Mills, Clark, Willie B, Thomas, Digitalvision Organizations: Westend61, University of Michigan Consumer, Investors, Westinghouse Air Brake Co, Cummins Inc, CSX, Emerson Electric, Otis Worldwide, Carrier, Caterpillar, Honeywell, Illinois Tool, Lockheed Martin Corp, Dow Chemical, Ecolab, Linde plc, Martin, Martin Marietta Materials, Nucor Corp, PPG Industries, XLF, JPMorgan, Rowe Price Group Inc, American International Group, Allstate, The, McLennan, Sectors, Co, Hershey Co, Clark Corp, Kroger, Procter, Gamble, Walmart, Getty Images Health, iShares U.S, Medical Devices, Vertex Pharmaceuticals, IDEXX Laboratories, DaVita Inc, Veeva Systems Inc, IQVIA Holdings Inc, Cigna, Zoetis Inc Locations: American, The Hartford, Marsh, Kimberly

☆ Stocks making the biggest moves midday: Dollar General, Salesforce, C3.ai, Chewy and more
▼ + stars: | 2023-06-01 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Dollar General — Shares sank nearly 20% after the company reported an earnings and revenue miss for the first quarter. Its second-quarter revenue guidance also beat expectations, per StreetAccount. The company also reduced its full-year revenue guidance in the low single-digits range from the prior midsingle-digit range estimates. The drop in shares came as cost concerns and dwindling demand for consulting deals overshadowed better-than-expected results and an improved full-year earnings outlook. The company also raised its full-year earnings per share guidance.

Persons: Chewy, Hormel, Wednesday's, CrowdStrike, Salesforce, Okta, JPMorgan Chase, Veeva, Samantha Subin, Yun Li, Alex Harring, Tanaya Macheel Organizations: StreetAccount, Revenue, Refinitiv, JPMorgan, Veeva Systems, Saudi Arabia's Public Investment Fund, Barclays Locations: Vallejo , California

Macy's also slashed its full-year earnings and sales guidance, after "demand trends weakened" for discretionary items in March. Dollar General — Shares tumbled 9% after the company reported an earnings and revenue miss for the first quarter. The lingerie retailer reduced its full-year revenue guidance in the low-single digits range from the prior mid-single digit range estimates. Veeva also raised its full-year earnings per share guidance by 26 cents. The company's full-year revenue guidance also topped analysts' estimates.

Persons: Nordstrom, Nordstrom's, Salesforce, Okta, Okta's, Macy's, CrowdStrike's, Refinitiv, Veeva, Macheel, Samantha Subin, Jesse Pound, Michelle Fox Organizations: BMO Capital, Saudi Arabia's Public Investment Fund, Chewy, —, JPMorgan, CSX, UBS, Systems Locations: New York City, Canada

☆ Cramer's Lightning Round: Keep an eye on Palantir
▼ + stars: | 2023-05-19 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Zim Integrated Shipping's year-to-date stock performance. Stock Chart Icon Stock chart icon Palantir's year-to-date stock performance. Stock Chart Icon Stock chart icon Nextera Energy's year-to-date stock performance. Stock Chart Icon Stock chart icon HF Sinclair Corporation's year-to-date stock performance. Stock Chart Icon Stock chart icon Veeva Systems' year-to-date stock performance.

☆ Lightning Round: 'I've doubled down on my negativity' towards Zim, says Jim Cramer
▼ + stars: | 2023-05-19 | by ( Jim Cramer | ) 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 EmailLightning Round: 'I've doubled down on my negativity' towards Zim, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Zim, CTI Biopharma, Palantir, Nextera Energy, HF Sinclair, Veeva Systems, and Range Resources.

☆ Salesforce faces an underappreciated risk: Platform customers jumping ship like Veeva
▼ + stars: | 2023-03-04 | by ( Jordan Novet | ) www.cnbc.com time to read: +4 min

Veeva built its core software on top of Salesforce's app-development platform, but that will be coming to an end in 2025. Peter Gassner, Veeva's founder and CEO, ran the Salesforce platform before starting Veeva in 2007. "Peter has been an outstanding CEO," Benioff was quoted as saying in 2017, as the two companies deepened their partnership. The agreement between the companies holds that Veeva is on the hook to pay Salesforce as Veeva customers use Salesforce's platform — and costs have risen as more people have come to rely on Veeva. But it has grown into a profitable publicly traded software company with $2 billion in annual revenue and a $28 billion market capitalization.

☆ Stocks are reversing course as inflation looks sticky with more retail earnings on deck
▼ + stars: | 2023-02-24 | by ( Jesse Pound | ) www.cnbc.com time to read: +5 min

The optimism about inflation and the U.S. economy is quickly waning on Wall Street, and the early 2023 rally for stocks is fading. The market was under pressure again on Friday after a hotter-than-expected reading for personal consumption expenditures, sending rates higher and stocks lower. Economic updates Next week brings a new round of economic indicators to see how the sticky inflation is affecting consumers and business. Other looks at the economy will come through key earnings reports. Speech by Fed Governor Christopher Waller Friday: 9:45 a.m. Markit Services PMI 10:00 a.m. ISM Services PMI 3:00 p.m.

☆ Atlantic Equities downgrades Salesforce, warns executive departures and slowed growth could hurt software stock
▼ + stars: | 2023-01-13 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Salesforce has been hit with a series of challenges that could push its share price down further, according to Atlantic Equities. Sazel lowered his price target by $60 to $140, which presents a 6.4% downside from Thursday's close. "We are downgrading Salesforce to Neutral on execution concerns, the broad C-suite management exodus and a risk of slower-than-expected revenue growth," he said in a note to clients Friday. Sazel said a lack of cost efficiency in sales and marketing could disrupt revenue growth. That means slowing revenue growth, with its current revenue performance obligation "deteriorating" from 21% to 11% over the past three quarters, the analyst noted.

☆ RBC gives its top picks for 2023, including a surprising automaker
▼ + stars: | 2023-01-05 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +3 min

In that note, RBC shared its quarterly refresh of its top 30 "high-conviction, long-term ideas," which includes global names with an outperform rating by RBC analysts. Recovery in individual portfolios may be slow-moving, but RBC's top picks have a track record of beating the global market. The firm's price target on Ferrari implies about 32% upside. Cybersecurity stock Palo Alto Networks has the highest potential return of the group, with a price target of $233. The firm has a $165 price target on the stock, nearly 60% greater than Tuesday's closing price.

☆ Jim Cramer's top 10 things to watch in the market Monday: Stocks, China, Apple
▼ + stars: | 2022-12-05 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

There's less than 2% upside at the high end of his year-end S & P 500 price target of 4,000 to 4,150. Citi cuts price target on Club holding Salesforce (CRM) to $164 per share from $170 but keeps neutral rating. Deutsche Bank downgrades Starbucks (SBUX) to hold from buy but increases price target to $106 per share from $100. Ulta Beauty (ULTA) price target raised to $548 per share to $511 at Barclays, which also keeps its overweight rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ 10 ‘babies in the bathwater’ to buy from Evercore ISI, down 40% from pandemic highs
▼ + stars: | 2022-10-24 | by ( Patti Domm | In | ) www.cnbc.com time to read: +1 min

Investors will be clearing out their losers as year end approaches, and Evercore ISI says it's time to buy some of these stocks that are being tossed like "babies in the bathwater." "2022 is likely to be a year in which tax loss selling, both at the 10/31 mutual fund year-end and into the 12/31 calendar year end, dominates flows," Evercore ISI strategists write. "As is often the case when hope is all but abandoned, particularly as so many stocks have declined so much from their Pandemic peaks, opportunity awaits." The criteria included stocks in the bottom 50 percentile of the Russell 3000 that were down 24.4% year-to-date and 40.8% from pandemic highs. The companies also have positive earnings growth in the upper 50 percentile for 2022 and 2023, as well as positive 2023 earnings revisions.

☆ Microsoft cloud leader Scott Guthrie says companies aren't holding off on cloud spending as inflation mounts
▼ + stars: | 2022-10-12 | by ( Jordan Novet | ) www.cnbc.com time to read: +5 min

Scott Guthrie, executive vice president of cloud and enterprise at Microsoft Corp., speaks during the Microsoft Developers Build Conference in Seattle, Washington, U.S., on Monday, May 7, 2018. But Guthrie said that doesn't seem to be the case with Azure, Microsoft's cloud infrastructure service. "I've not seen the current situation cause people to pause cloud," said Guthrie, executive vice president of Microsoft's cloud and artificial-intelligence group, in an interview with CNBC. Guthrie said he hasn't heard companies saying they would slow their use of cloud computing because of the higher energy costs. That's been a discussion topic among executives at Paris-based health care company Sanofi , which uses cloud services from Amazon , Google and Microsoft.

☆ This founder went from scoring millions in Battery Ventures investments to joining the firm as a VC. Here are his tips for how to land a deal.
▼ + stars: | 2022-10-04 | by ( Paayal Zaveri | ) www.businessinsider.com time to read: +4 min

Battery Ventures is bringing on the Guidewire Software cofounder Marcus Ryu as a new partner. The venture-capital firm Battery Ventures is bringing on a new investing partner with hands-on startup experience. The move is rare given that Battery Ventures doesn't bring on new partners very often, and Ryu is the founder of one of Battery's portfolio companies. Battery Ventures invested in the firm's $24.8 million Series C round before it went public. He's not focused on investing at any particular stage in a company's journey, since Battery Ventures invests across stages.

☆ Salesforce is facing a huge sales challenge to Marc Benioff's ambitious $50 billion revenue target, and Wall Street thinks a big acquisition could be just what the doctor ordered
▼ + stars: | 2022-09-23 | by ( Matt Weinberger | ) www.businessinsider.com time to read: +3 min

Mirabaud analysts suggest buying a company like Box or Coupa could help Salesforce goose growth. To get there, analysts from Mirabaud suggested that an acquisition might be a smart way to goose growth towards Benioff's $50 billion revenue target. "We've bought 60 companies — we'll always buy companies," Benioff said at the event, as Bloomberg reported. "M&A has been key to headline growth for Salesforce and needed to mask slower organic growth trends," the analysts wrote. The biggest concern is that Salesforce's partners reported some trouble selling multiple products to the same customers, analysts say.

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