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☆ How Morgan Stanley says to play the next wave of the AI trade
▼ + stars: | 2024-06-14 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

As the field of stocks that both serve artificial intelligence data centers and have outperformed the rest of the market grows, Morgan Stanley is changing its approach in a search for value. All of the stocks included are rated overweight at Morgan Stanley. Morgan Stanley upgraded Ciena Corporation to overweight as part of the note and in concert with its GVAT model. NVDA YTD mountain Nvidia stock. Other names on the Morgan Stanley list include Broadcom and Taiwan Semiconductor Manufacturing .

Persons: Morgan Stanley, Meta Marshall, Marshall Organizations: Nvidia, Wall, Ciena Corporation, Broadcom, Taiwan Semiconductor Manufacturing

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Skechers, Tesla, GameStop, Birkenstock, Valvoline & more
▼ + stars: | 2024-06-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley upgrades Ciena to overweight from equal weight Morgan Stanley sees "upside potential" for the networking company. Morgan Stanley downgrades Pure Storage to equal weight from overweight Morgan Stanley downgraded the stock mainly on valuation. Goldman Sachs downgrades Birkenstock to neutral from buy Goldman downgraded Birkenstock mainly on valuation. Wells Fargo initiates Skechers at overweight Wells said it's bullish on shares of the footwear company. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's possible that Tesla could make a phone.

Persons: Piper Sandler, Piper, it's, Edward Jones, Morgan Stanley, Goldman Sachs, Birkenstock, Goldman, Wells, Wedbush, Needham, HAE, TD Cowen, Cowen, Tesla, Oppenheimer, Salesforce Organizations: Products, Devices, AMD, Paramount, Citi, DAR, Barclays, FI, GameStop, McCormick, Procore Technologies, UBS, Nvidia, hyperscalers, Bank of America, Apple, Fortinet Inc Locations: VVV

☆ Jobs data will steal the spotlight next week. What to watch for in 3 key labor reports
▼ + stars: | 2024-06-01 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

In this way, the nonfarm payroll report also offers clues on the near-term path of inflation. As always, payroll processing firm ADP will release its May private-sector jobs report before the government's nonfarm payroll report. On Tuesday, we'll get the latest JOLTS data, shorthand for the Job Openings and Labor Turnover Survey conducted by the Labor Department. Earnings A few noteworthy earnings reports set for next week include CrowdStrike and Hewlett Packard Enterprise after the close on Tuesday. A report released by the Bureau of Labor Statistics showed the US economy added 311,000 jobs in February.

Persons: industrials, Eaton, Locker, Salesforce, we've, FactSet, Dow Jones, we'll, Ferguson, OLLI, Campbell Soup, Brown, Forman, LULU, JM Smucker, Jim Cramer's, Jim Cramer, Jim, Joe Raedle Organizations: Nasdaq, Dow Jones, Federal, Energy, Coterra Energy, Palo Alto Networks, Broadcom, Microsoft, Costco, Labor, Labor Department, Institute for Supply, Hewlett Packard Enterprise, Body, Donaldson Company, DCI, Brands, Natural Foods, THOR Industries, ABM Industries, Vail Resorts, MTN, NGL Energy, Jim Cramer's Charitable, CNBC, Bureau of Labor Statistics, Getty Locations: Chicago, Palo, U.S, Bath, Toro, Miami , Florida

☆ Using a stock replacement strategy to book some gains, but still benefit from a year-end bounce
▼ + stars: | 2023-11-16 | by ( Michael Khouw | ) www.cnbc.com time to read: +4 min

Both numbers topped estimates, and still the stock fell after hours, trading below $240 a share as of this writing. At nearly 9 times revenues and 45 times forward earnings estimates, PANW is not a cheap stock, moreover it is still up sharply on the year, and outperforming considerably. Stock replacement strategy One possibility is a stock replacement, selling one's stock holding and replacing that exposure with options. By using a call spread one can maintain some exposure to the upside in the event the stock bounces back. PANW YTD mountain Palo Alto Networks (PANW) CSCO on the other hand, by some measures at least, is a cheap stock, at just 13 times earnings.

Persons: PANW, we've, CSCO, Chuck Robbins, Scott Herren, ANET Organizations: Palo Alto Networks, Cisco, Verizon, Mobile, Comcast, Arista Networks, Broadcom, Flex, Nvidia, CNBC Locations: Palo

☆ 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

☆ Nasdaq hits 13-month high as investors look ahead to OPEC+ meeting and Apple headset event
▼ + stars: | 2023-06-03 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

It was a strong week for all three major stock indices, with the market bolstered Friday by strong jobs data and a deal in Washington to raise the U.S. debt ceiling. The S & P 500, the Nasdaq and the Dow Jones Industrial Average all finished the week roughly 2% higher. While Friday's rally broadened out beyond just the usual tech stocks, the Nasdaq ended Friday at its highest level since April 2022. This is the key data to look out for in the week ahead: Monday, June 5 9:15 a.m. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: payrolls, Biden, Investors, we've, Joann, JOAN, Ferguson, JM Smucker, Buster's, Campbell Soup, OLLI, Friday's, Jim Cramer's, Jim Cramer, Jim, Anna Moneymaker Organizations: U.S . Labor Department, Nasdaq, Dow Jones Industrial, Organization of Petroleum, Monday Club, Apple, PMI, THOR Industries, ABM Industries, Academy Sports, Ciena Corp, Foods, GameStop, Signet Jewelers, SIG, Company, Brands, Vail Resorts, MTN, Labor, Federal Reserve, U.S, West Texas, Treasury, Jim Cramer's Charitable, CNBC, Capitol, Getty Locations: Washington, OPEC, Vienna, China, U.S, Washington , DC

☆ Raymond James says this telecom stock is a strong buy as it enters a new market segment
▼ + stars: | 2023-03-28 | by ( Alex Harring | ) www.cnbc.com time to read: +1 min

Investors should turn their attention toward Ciena as the firm plunges deeper into edge routing, according to Raymond James. He also hiked his price target to $70 from $58 on the stock, implying upside of 44%. Leopold highlighted the firm's potential success from investments in the edge routing sector, as well as continued market expansion and "Huawei displacements." CIEN YTD mountain CIena's plunge into edge routing could be the rocket fuel the firm needs to displace Huawei, according to Raymond James. But Ciena also has the opportunity to significantly displace Huawei, Leopold said, specifically in the optical transport and switching and routing markets.

☆ This week's jobs report will help determine if this nascent March rally has legs
▼ + stars: | 2023-03-05 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Where the market heads next will once again depend on inflation data — especially this week's highly anticipated jobs report. No portfolio companies report earnings next week. However, with mortgage rates bouncing back in recent weeks, it remains to be seen if the strong monthly report will see any follow up. 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.

☆ Stocks making the biggest moves premarket: Ciena, GameStop, Rent The Runway and others
▼ + stars: | 2022-12-08 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Ciena earned an adjusted 61 cents per share for its latest quarter, compared with a consensus estimate of 8 cents. GameStop (GME) – GameStop reported a wider-than-expected quarterly loss and sales that fell short of predictions. Rent The Runway (RENT) – Rent The Runway surged 16.9% in the premarket after its quarterly revenue came in well above Wall Street forecasts and the fashion rental company issued an upbeat sales forecast. Kinder Morgan shares gained 2.1% in premarket trading. Separately, Express announced a wider-than-expected quarterly loss and lower-than-expected revenue in what its management said was a tougher quarter than it had anticipated.

☆ Is the worst over for bitcoin and the rest of crypto?
▼ + stars: | 2022-12-04 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

This is not the first crypto winter, as long-term fans of bitcoin can attest. “It is very clear that we as an industry need to build better products,” said Hany Rashwan, CEO of 21.co, a crypto investment firm. That’s about triple where prices were during the depths of the crypto bear market in the early pandemic days of 2020. Others point out that the underlying blockchain technology behind bitcoin and crypto remains solid. Pride and Reynolds added that it’s erroneous to think that bitcoin can hold up well during stock market volatility.

☆ Expect more choppiness ahead after a week of mixed market signals
▼ + stars: | 2022-12-02 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Driving the action were several key economic reports, including the November ADP employment and nonfarm payrolls reports and the October personal spending report. The comments came after a softer-than-expected ADP employment report, but before a stronger-than-expected nonfarm payrolls report. With these kinds of mixed signals, expect more market choppiness as investors remain on the hunt for more definitive signs that the Fed is winning its war on inflation and can therefore definitively ease up on their hawkish stance. Initial jobless claims for the week ending Nov. 26 were 225,000, a decrease of 16,000 from the prior week and below expectations of 235,000. Finally, on Friday the all-important nonfarm payrolls report was released, indicating a 263,000 payrolls increase in November, above the 200,000 expected.

☆ Moidodir: Суперцены на оригинальную бытовую химию в Молдове Ⓟ
▼ + stars: | 2020-10-09 | by ( ) point.md time to read: +2 min

Оригинальные немецкие бренды бытовой химии доступны и для молдавских покупателей в магазине «Moidodir». Магазин предлагает товары самых известных в Европе сетей и полную гарантию качества. Представляем вам единственный официальный в стране магазин оригинальных немецких брендов бытовой химии, средств гигиены, ухода за собой и других товаров для дома — «Moidodir». Магазин предлагает товары четырех самых известных в Европе сетей: Rossman, DM, Lidl, Aldi, полную гарантию качества своей продукции, а еще доступные цены для оптовых и розничных покупателей. М.Горький, 3), а также онлайн магазин moidodir.md , где можно заказать товары с доставкой на дом.

Persons: Douusy Dentalux, М.Горький Organizations: Denk Locations: Aldi, Cien, Formil, Европа, Германия, Кишинев, Единец

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