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☆ Stocks making the biggest moves midday: Foot Locker, Okta, Carnival, Shopify and more
▼ + stars: | 2023-11-27 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Carnival — Shares added 1% after being upgraded to buy from hold by Melius Research . Crown Castle — The telecommunications stock jumped nearly 4% following an activist push for change at Crown Castle. Shares of Crown Castle are down 20% this year. Okta — Shares of the software company dropped 3% Monday after JMP Securities downgraded Okta to market perform. Teva Pharmaceuticals — U.S.-traded shares jumped 3% after an upgrade from UBS to buy from neutral.

Persons: Locker, Josh Weinstein, Melius, Okta, JMP, Albemarle —, Etsy, TD Cowen, —, Alex Harring, Hakyung Kim, Sarah Min, Michelle Fox, Jesse Pound, Darla Mercado Organizations: Citi, Melius Research, Crown, Elliott Investment Management, Sunday, JMP Securities, Albemarle, Battery Tech, U.S, Teva Pharmaceuticals —, UBS, Xenon Pharmaceuticals, —, Adobe Analytics Locations: Crown, Albemarle

☆ These 11 funds have performed as well as tech stocks over the past 5 years
▼ + stars: | 2023-07-28 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Look beyond tech But there are opportunities beyond tech: Morningstar data reveals the funds outside of tech and growth sectors that have also outperformed over the last five years. Top holdings include Home Depot, Johnson Controls International, Floor & Décor and Trane Technologies. Guinness Atkinson Alternative Energy Fund : This fund picks companies in the alternative energy sector, with at least half of the business dedicated to renewable energy or energy efficiency. Global X Lithium and Battery Tech ETF : The ETF comprises lithium producers and lithium battery makers — all essential to electric vehicles. Top holdings include United Airlines, Marathon Oil, Tyson Foods, Best Buy, and Synchrony Financial.

Persons: James Demmert, Hubbell, MasTec, Invesco Russell, Russell, Vanguard Baillie Gifford Organizations: Street Research, U.S . Federal, Morningstar, Enphase Energy, Fidelity, Housing, Home, Johnson, Trane Technologies, Guinness Atkinson Alternative Energy Fund, Schneider, NextEra Energy, Shelton Sustainable Equity Fund, Bunge, Battery Tech ETF, Samsung SDI, Trust, Industrial Renaissance, SPX Technologies, Sterling Infrastructure, Global, U.S . Infrastructure Development, Holdings, Rockwell Automation, United Rentals, Deere, Co, United Airlines, Marathon Oil, Tyson Foods, Synchrony, Heptagon, Equity Fund, Xenon Pharmaceuticals, TransMedics, FTAI Aviation, Vanguard, Moderna, Alnylam Pharmaceuticals, Coursera, Water Resources, Nasdaq, Water Locations: Luxembourg, Eaton, Albemarle

Boric's shock announcement was all the more surprising as no DLE technology has reached commercial production without the use of those ponds, sparking competition to be the first. "Given those demand projections, there's definitely need for more supply from DLE," said Jordan Roberts, a Fastmarkets lithium industry analyst. A customer aiming to produce 15,000 metric tons of lithium each year, for example, could buy three stackable IBAT lithium plants. Exxon has also held talks with EnergySource Minerals about licensing DLE technology, two of the people said. Many brine deposits have varied chemical compositions, meaning it's unlikely that one DLE technology will emerge as a global leader.

Persons: DLE, Ken Hoffman, Gabriel Boric, Eramet, Sunresin, John Burba, That's, Alec Lucas, Jordan Roberts, IBAT, Garry Flowers, Eli Horton, Gavin Rennick, Sinead Kaufman, Dave Snydacker, Steven Schoffstall, doesn't, Chris Doornbos, Ernest Scheyder, Veronica Brown, Claudia Parsons Organizations: . Geological, EV Battery Materials Research, McKinsey & Co, Minerals, Battery Metals, Rio Tinto, Battery Tech, Fastmarkets, Exxon Mobil, Chevron, Reuters, Exxon, EnergySource Minerals, Koch Industries, Ford, SLB's New Energy, Mining, Solutions, BNP, BMW, Breakthrough Energy Ventures, Lake Resources, Miners, General Motors, Canadian, Imperial Oil, Thomson Locations: CHARLES , Louisiana, Europe, Asia, North America, Rio, U.S, DLE, Louisiana, Arkansas, Salton, Salt, Chile, Schlumberger, Nevada, Argentina

☆ Lithium has started coming back after a 'freefall' in China. What to know about the investing landscape
▼ + stars: | 2023-05-17 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Investors should focus on the long-term story in the lithium investing landscape, not the volatile price swings seen in recent months. Moves in China are driving changes in the global market for lithium as demand for electric vehicles increases, said Keybanc analyst Aleksey Yefremov. DeYoe reiterated his buy rating on Canadian producer Sigma Lithium earlier this month, calling it "the next big thing in lithium." Among the biggest names: Global X has a Lithium & Battery Tech ETF , Sprott has a Lithium Miners ETF and Horizons Global has a Lithium Producers Index ETF . "That's going to be quite a challenge, if we don't literally right now start digging up and finding sites for lithium," Langan said.

☆ These electric vehicle ETFs are up 20% this year — and analysts still see major upside ahead
▼ + stars: | 2023-02-22 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Electric Vehicle Charging Infrastructure ETF The Electric Vehicle Charging Infrastructure ETF (ELEC) by hanETF is expected to rise by 60.8% over the next year, according to the weighted average of analyst price targets of constituent stocks compiled by FactSet. The ETF, which tracks the Solactive Electric Vehicle Charging Infrastructure Index, is traded on the London Stock Exchange, Italy's Borsa Italiana, and Germany's Xetra and Gettex exchanges. ChargePoint , which operates the largest network of electric vehicle charging stations in North America and Europe, is the fund's largest holding as of Feb. 21, according to FactSet. For example, France's Renault is the ETF's largest holding at 4.9% of total assets. The Global X Autonomous & Electric Vehicles ETF was not included in the analysis due to a lack of price target data on FactSet.

☆ Green energy metals are a growth area for ETFs, but the industry is split on how to invest in them
▼ + stars: | 2023-02-08 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Subsidies from the U.S. government and investments from companies including General Motors in battery technology should benefit the mining companies, according to John Ciampaglia, CEO of Sprott Asset Management. "We talk to people all around the world, and there's a very consistent and global theme that's building around energy transition. Sprott's funds, including the Sprott Energy Transition Materials ETF (SETM) , are focused on mining stocks. Other funds on the market take a broader approach by bundling together mining stocks and battery manufacturers or technology companies, including Global X's Lithium and Battery Tech ETF (LIT) . The Amplify Lithium and Battery Technology ETF (BATT) goes even farther, incorporating electric vehicle stocks such as Tesla in its portfolio.

☆ Tesla just ignited a price war in electric vehicles. Investors should see it as an opportunity
▼ + stars: | 2023-02-06 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +11 min

The event may have created a compelling entry point for investors who have been on the sidelines of the long-term shift to electric vehicles. Electric vehicles are becoming much more popular in the U.S. but still make up a small portion of automobiles on the roads. Cutting prices certainly caught the eye of consumers and boosted interest in Tesla vehicles, according to data from Edmunds. And, there are still issues with electric vehicles that make them impractical for large groups of consumers, said Mike Ward, an analyst at The Benchmark Company. There’s also a huge potential in firms that make batteries, key parts of electric vehicles that are also seeing surging share prices.

☆ This electric vehicle ETF soared 20% in January. Analysts give 2 of its stocks another 100% upside
▼ + stars: | 2023-02-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

The Global X Lithium & Battery Tech ETF was up nearly 8% last week – its best week since March 2022, according to CNBC analysis. Lithium and EV battery producers, such as Albemarle and CATL , also did well, soaring 30% and 18% respectively. Rivian shares are seen rising by 100% over the next 12 months on average, while Tesla has 13% upside, and Lucid has 18% potential upside, according to analysts. Battery makers Freyr and Enovix Corporation stood out for having the biggest potential upside, at 108% and 285% respectively. Both are also popular among analysts, with Enovix the only company on the list to have a 100% buy rating from analysts.

Given this outlook for battery metals, CNBC Pro screened the Global X Lithium & Battery Tech ETF for EV-related stocks that could offer opportunities to investors. The stock is rated buy by 51% of analysts covering it, who give it average potential upside of 51.4%. The majority of analysts covering the stock — 70% — rate it a "buy" and give the stock an average potential upside of 81.7%, according to FactSet data. Chinese battery manufacturer Contemporary Amperex Technology is another stock expected to grow earnings next year. The company is expected to increase EPS by 51.1% next year, with analysts covering the stock giving it average upside of 47.5%.

☆ New electrification metals ETF gives investors another way to play the energy transition
▼ + stars: | 2022-10-13 | by ( Jesse Pound | ) www.cnbc.com time to read: +1 min

Investors have a new way to bet on the commodities that are critical to a green energy future: The KraneShares Electrification Metals Strategy ETF launched on Thursday. The new fund tracks the Bloomberg Electrification Metals index and buys futures contracts on metals like aluminum, copper, zinc and lithium. The KraneShares fund is not the only ETF on the market that gives investors exposure to these industries. For example, VanEck offers a Green Metals ETF (GMET) as well as a Rare Earth/Strategic Metals (REMX) fund, which hold individual stocks in these industries. There are also some funds available that can hold futures contracts for the underlying metals, such as the United States Copper Index Fund (CPER) or the Invesco DB Base Metals Fund (DBB) .

☆ Want to play the EV sector? This lithium stock has jumped over 40% this year — and analysts say it could soar 70% more
▼ + stars: | 2022-09-21 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Interest in battery stocks is starting to pick up once again, after a tough year so far. The Global X Lithium & Battery Tech ETF is down around 12% year-to-date, as growth stocks got battered in the higher-interest-rates-for-longer investing environment. And analysts expect them to rise even further, as EV production and sales rise, Rystad Energy analysts sais in a note last week. Meanwhile, 100% of all analysts covering the stocks gave these names a buy rating: Microvast, Piedmont Lithium , and Standard Lithium . And analysts say it has potential to go even further, giving it an average upside of 74%, according to FactSet.

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