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☆ These 'virtuous' stocks with high dividend growth and strong cash flow are primed for outperformance, Wolfe Research says
▼ + stars: | 2024-05-13 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Against this backdrop, Wolfe Research screened for stocks that can help investors navigate a still challenging macroeconomic backdrop. "One of our favorite dividend strategies is to buy companies with a virtuous combination of (1) high dividend growth, and (2) a high free cash flow yield," Wolfe Research's Chris Senyek wrote. Johnson & Johnson was one of the companies that made the cut. Johnson & Johnson also said earlier in May it would spend $6.5 billion to resolve all outstanding litigation in the U.S. tied to claims its talc power caused ovarian cancer. JNJ YTD mountain Johnson & Johnson stock.

Persons: isn't, Wolfe, Chris Senyek, Johnson, Enrique Lores, it's, — CNBC's Michael Bloom Organizations: Federal Reserve, Wolfe Research, Wall, Johnson, HP Inc, HP, Constellation Energy, Constellation, eBay, Vistra Energy Locations: U.S, Johnson

☆ Meet nuclear power's newest fans: data centers
▼ + stars: | 2024-05-06 | by ( Daniel Geiger | Ellen Thomas | ) www.businessinsider.com time to read: +11 min

The deal illustrates data centers' new-found interest in nuclear power. Joe Dominguez, the CEO of Constellation, the nation's largest operator of nuclear plants, said in a March earnings call that powering data centers with nuclear energy was "kind of a perfect marriage." AdvertisementVistra, another nuclear owner, also indicated it was arranging data center deals for a nuclear plant it owns in Ohio and one in Texas. Greg Poulos, the executive director of a PJM watchdog group, said that "one of my highest priority, highest radar items" is how data centers could push costs onto consumers and also whether nuclear data centers deals could reduce grid reliability. Beyond the nuclear optionNot all data centers, of course, are seeking out nuclear power to seize their energy independence.

Persons: —, Wes Swenson, Swenson, Joe Dominguez, Jim Burke, Ralph La Rossa, La Rossa, Steve Helber, Burke, Dominguez, PJM, Michael Jacobs, Brian Janous, Greg Poulos, Poulos, Biden Organizations: Service, Susquehanna, Amazon, Business, US Energy Information Administration, Nuclear, Constellation, Public Service Enterprise Group, Microsoft, International Energy Agency, Dominion Energy, Talen Energy, Energy, Union of Concerned Locations: Pennsylvania, Salt Lake City, Ohio, Texas, New Jersey, Our, Jersey, Virginia, Chester , Va, Susquehanna, Chicago, New York City

☆ Here are Thursday's biggest analyst calls: Tesla, Nvidia, Apple, Amazon, eBay, Zoom, JetBlue, BJ's & more
▼ + stars: | 2024-04-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

"We are initiating coverage of Samsara (IOT) with a Buy rating and $42 price target." Deutsche Bank adds a catalyst call buy on Estee Lauder Deutsche added a short-term buy rating on shares of the beauty giant. Bernstein reiterates Apple as market perform Bernstein said it's getting more "constructive" on Apple shares but is sticking with its market perform rating for now. "We are initiating coverage of AES with a Buy rating and $21PT. "We are initiating coverage on shares of Beacon Roofing Supply (BECN), a leading roofing products distributor in the United States, with a Buy rating and $135 PT."

Persons: Goldman Sachs, Goldman, Oppenheimer, JPMorgan, Lauder Deutsche, Mizuho, TD Cowen, Cowen, it's, Bernstein, Jefferies, Kite, Kite Realty Jefferies, GE Vernova, Tesla, Needham, Andy, BTIG, Davidson, Barnes, Morgan Stanley downgrades, Morgan Stanley, Etsy, Rosenblatt, Swift, Janney Organizations: Bank of America, Cisco Systems, Goldman Sachs, P, JPMorgan, JetBlue, Bancorp, SPT, Oracle, Deutsche Bank, Linde, Mizuho, LIN, Nvidia, Apple, Kite Realty, GE, Metro NY, SSS, Deutsche, Infrastructure, FTAI Infrastructure, BMO, New, AMC, Barnes Group, AES Corporation, AES, eBay, EBAY, UW, ZS, Comcast, CNBC, Benchmark, Beacon Locations: New York City, OW, United States

☆ AI data centers are going to need a lot of power. These utility stocks could benefit, Evercore ISI says
▼ + stars: | 2024-04-04 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Artificial intelligence data centers will require plenty of electricity – and that could bode well for a select group of utility stocks, Evercore ISI said. He expects the power load from data center and/or AI to be met 50% with gas, 25% with solar and 25% with wind. Baltimore-based Constellation Energy was highlighted by Evercore, which rates the stock as outperform. CEG YTD mountain Constellation energy stock has climbed nearly 63% in 2024. VST YTD mountain Vistra stock has climbed more than 90% in 2024.

Persons: bode, Durgesh Chopra, Chopra, Vistra, Evercore Organizations: McKinsey & Co, Constellation Energy, Public Service Enterprise Group, AES Corp Locations: Baltimore, U.S

☆ Morgan Stanley raises price target on Vistra, here's why
▼ + stars: | 2024-03-27 | 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 EmailMorgan Stanley raises price target on Vistra, here's whyStephen Byrd, head of Morgan Stanley's Global Sustainability Research, joins 'The Exchange' to discuss companies that could benefit from powering newly-developed AI, how AI is putting pressure on power grids in some regions, and more.

Persons: Morgan Stanley, Stephen Byrd ,, Morgan Stanley's Organizations: Morgan Stanley's Global Sustainability Research

☆ Best of CNBC Pro this week: How to trade Nvidia and alternatives to the AI juggernaut
▼ + stars: | 2024-03-16 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

CNBC Pro readers flocked this week to several stories on Nvidia and other ways to play the stock's monstrous rally. The top Pro story this week was " Sell Nvidia or stick with it? Other stocks could see a lift in the coming week off the Nvidia conference including AMD, Broadcom and Oracle. How to trade Nvidia In a column Monday, Fairlead Strategies founder Katie Stockton gave a guide to how to trade stocks that have " gone parabolic " like Nvidia and Meta. Nvidia alternatives Another top-performing Pro story this week was David Keller's on the potential breakout in Block , the parent company of Square.

Persons: Vahan Janjigian, he's, We've, Cantor Fitzgerald, C.J, Muse, Katie Stockton, Stockton, David Keller's, Keller, Stephanie Niven, Niven, BofA Organizations: CNBC Pro, Nvidia, Greenwich Wealth Management, Bank of America, NVIDIA, AMD, Broadcom, Oracle, Meta, KLA Corp

☆ This stock is the best way to play a nuclear power 'renaissance' on the way, says Bank of America
▼ + stars: | 2024-03-13 | by ( Spencer Kimball | ) www.cnbc.com time to read: +1 min

Vistra has rallied nearly 57% this year and could see even more upside as demand from data centers helps drive a "renaissance" of nuclear power, according to Bank of America. The analyst's updated forecast reflects about $8 per share of upside to earnings from Vistra's nuclear business on potential contracts with data centers. Bank of America expects Vistra to continue to prioritize shareholder returns and pay down debt. Bank of America sees the power producer's free cash flow before growth coming in above guidance, which could create investment opportunities. Vistra serves approximately 2.9 million customers with a power generation fleet of 41,000 megawatts in natural gas, nuclear, coal and solar facilities.

Persons: Vistra, Julien Dumoulin, Smith Organizations: Bank of America Locations: Tuesday's, Vistra

☆ Cramer's Lightning Round: Cloudflare is a buy
▼ + stars: | 2024-02-26 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Public Storage's year-to-date stock performance. Stock Chart Icon Stock chart icon Vistra's year-to-date stock performance. Stock Chart Icon Stock chart icon HubSpot's year-to-date stock performance. Stock Chart Icon Stock chart icon Cloudflare's year-to-date stock performance. You must hold on to Cloudflare, and if it gets hit, you buy more [buy, buy, buy!]."

Persons: Let's, Cloudlfare, Matthew Prince, Carvana, Ernie Garcia, Jim Cramer's Organizations: AMN Healthcare Services, AMN Healthcare Locations: Cloudflare

☆ Lightning Round: Cloudflare is a 'must hold onto' stock, says Jim Cramer
▼ + stars: | 2024-02-26 | 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: Cloudflare is a 'must hold onto' stock, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Public Storage, Vistra, HubSpot, AMN Healthcare, Cloudflare and Carvana.

Persons: Jim Cramer Organizations: AMN Healthcare, Cloudflare

☆ 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

☆ Stanley Druckenmiller trims his winning Nvidia bet, adds new Alphabet stake
▼ + stars: | 2023-11-15 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Stanley Druckenmiller 's Duquesne Family Office added a new bet on Alphabet last quarter, while trimming his favorite artificial intelligence play — Nvidia , according to its latest filing to the Securities and Exchange Commission. The family office built a $110 million stake in Alphabet, making it Druckenmiller's seventh biggest holding at the end of the third quarter. The bet could complement his other big AI bets as Druckenmiller emerged as a bull on AI. Druckenmiller once managed George Soros' Quantum Fund and shot to fame after helping make a $10 billion bet against the British pound in 1992. Druckenmiller believes the market will be "very challenged" in the current environment, and only disciplined stock pickers will be rewarded.

Persons: Stanley Druckenmiller, Druckenmiller, it's, George Soros Organizations: Duquesne, Nvidia, Securities and Exchange Commission, Microsoft, Quantum Fund, Duquesne Capital Management, Social, Vistra Energy, Seagate Technology, Broadcom

☆ Jim Cramer studies up on Vistra and Coursera
▼ + stars: | 2023-08-24 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Jim Cramer studies up on Vistra and Coursera'Mad Money' host Jim Cramer studies up on two companies Vistra and Coursera.

Persons: Jim Cramer, Coursera

The combined business comprises over 9,000 professionals in more than 50 jurisdictions, EQT said in a statement. BPEA EQT had tapped Goldman Sachs to be the lead adviser on the merger of the two companies, Reuters reported. Simon Webster, who joined Vistra as CEO in November 2022, will be the CEO of the combined business, EQT said. BPEA bought Tricor from private equity firm Permira in 2021 for $2.8 billion. EQT agreed last year to buy BPEA or Baring Private Equity Asia in a deal worth 6.8 billion euros ($7.5 billion), creating BPEA EQT.

Persons: EQT, BPEA, BPEA EQT, Goldman Sachs, Lazard, Simon Webster, Webster, Vistra, Tricor, Gokul, Nivedita Bhattacharjee, Mark Potter Organizations: Reuters, Barclays, HSBC, Vistra, Baring Private Equity Asia, Thomson Locations: Hong Kong, China, Vistra, Bengaluru, Yantoultra, Singapore

☆ Cramer's Lightning Round: Trip advisor isn't good enough
▼ + stars: | 2023-07-19 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Stock Chart Icon Stock chart icon Tripadvisor's year-to-date stock performance. Stock Chart Icon Stock chart icon Shockwave Medical's year-to-date stock performance. Stock Chart Icon Stock chart icon Akoya Biosciences' year-to-date stock performance. Stock Chart Icon Stock chart icon Pfizer's year-to-date stock performance. Stock Chart Icon Stock chart icon Vistra's year-to-date stock perforrmance.

Persons: Brian Chesky, Shockwave, Stellantis, it's, you've, Bourla, he's, George Organizations: Technologies, Luminar Technologies, Biosciences, Akoya Biosciences, Vitesse Energy's, Vitesse Energy, Pfizer

☆ Lightning Round: I like Stellantis even though people think it's too cheap, says Jim Cramer
▼ + stars: | 2023-07-19 | 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 like Stellantis even though people think it's too cheap, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Tripadvisor, Luminar, Shockwave Medical, Stellantis, Akoya Biosciences, Vitesse Energy, Pfizer, and Vistra.

Persons: Jim Cramer Organizations: Shockwave, Akoya Biosciences, Vitesse Energy, Pfizer

☆ 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.

☆ Buy these global clean energy stocks, UBS says, forecasting one to rise 50%
▼ + stars: | 2023-01-04 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Skyrocketing energy costs have spurred investment in renewable energy across the world. UBS said it brought online about 200 megawatts of solar energy plants last year, enough to power 100,000 homes. NextEra Energy , one of the world's largest wind energy generators, also made UBS' list. UBS said NextEra produces more than 35% of its 58-gigawatt power generation through wind and solar power. Shares of NextEra Energy Partners , a publicly traded subsidiary of NextEra Energy based in Florida, are also expected to rise by 28%.

☆ Tesla Megapack battery caught fire at PG&E substation in California
▼ + stars: | 2022-09-20 | by ( Lora Kolodny | ) www.cnbc.com time to read: +2 min

At least one Tesla Megapack caught fire early Tuesday morning at the energy storage facility operated by utility PG&E in Monterey, California. PG&E commissioned the 182.5-megawatt (MW) Tesla Megapack system, known as the Elkhorn Battery at Moss Landing, in April this year. The fires in the energy storage systems at Moss Landing are reminiscent of incidents involving Tesla Megapacks in Australia. Following the fire, some residents near the Elkhorn Battery substation at Moss Landing were told to shelter in place due to emissions. PG&E's Jeff Smith noted, "Safety systems at the facility worked as designed when the issue was detected, and automatically disconnected the battery storage facility from the electrical grid."

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