DIRS.INFO The most relevant business & tech news

☆ Utility stocks are on a tear as an 'energy transition supercycle' lifts the entire sector
▼ + stars: | 2024-05-20 | by ( Spencer Kimball | ) www.cnbc.com time to read: +5 min

Vistra Corp. has doubled over that period, while Constellation Energy is up nearly 62% and NextEra Energy has surged 34%. "This is not your old utility, where you just get a dividend and you're happy," Shahriar Pourreza, managing director of energy, power and utilities at Guggenheim Partners, told CNBC. The sector was oversold coming into 2024, with the market going too far in pricing in the impact of interest rates, Pourreza said. Power companies with deregulated assets are able to respond to market conditions more quickly than traditional utilities, he said. The tech sector is looking for clean energy to power data centers as they are simultaneously trying to limit their carbon footprints.

Persons: Pourreza, Jerome Powell, Goldman Sachs, Stephanie Link, CNBC's, Paul Hickey, Vistra, NextEra Organizations: Utilities, Vistra Corp, Constellation Energy, NextEra Energy, Guggenheim Partners, CNBC, Federal Reserve, Investors, HighTower Advisors, Investment Group, Constellation, Services, Microsoft Locations: It's, U.S, Wells

☆ Biden’s tariffs on Chinese imports are boosting these beaten-down stocks
▼ + stars: | 2024-05-17 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

Beaten-down clean energy stocks have rallied this week. The iShares Global Clean Energy exchange-traded fund, which tracks sectors from renewable electricity to semiconductors to solar energy, has gained roughly 3%. Plug Power shares have climbed 33%, Enphase Energy shares have gained 8% and NextEra Energy shares have added 4%. Some investors warn that though the tariffs could continue boosting clean energy stocks, the recent rally isn’t driven by just improving fundamentals. Damaging hacks expose the weak underbelly of America’s health care systemA pair of recent ransomware attacks crippled computer systems at two major American health care firms, disrupting patient care and exposing fundamental weaknesses in the US health care system’s defenses against hackers, reports my colleague Sean Lyngaas.

Persons: New York CNN — It’s, Joe Biden, CNN’s Kayla Tausche, ”, Steve Sosnick, Roaring Kitty, Keith Gill, Dow, Nicole Goodkind, stoking, Gary Pzegeo, ” Read, Sean Lyngaas, cybersecurity, ” Joshua Corman, Sen, Ron Wyden Organizations: CNN Business, Bell, New York CNN, Clean Energy, Enphase Energy, NextEra Energy, Biden, Federal Reserve, Interactive Brokers, CNN, GameStop, AMC Entertainment, Roaring, Dow Jones Industrial, Nasdaq, Markets, Bureau of Labor Statistics, CIBC Private Wealth, “ Industry, Oregon Democrat Locations: New York, China

☆ Expedia and this beauty stock are among the most oversold names on Wall Street. Here are the others
▼ + stars: | 2024-05-10 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

Using the CNBC Pro Stock Screener tool , we found the most overbought and oversold stocks on Wall Street based on their 14-day relative strength index, or RSI. Stocks with a 14-day RSI lower than 30 fall under oversold territory — and may be due for a rebound in the future. Here are some of the most oversold names: Expedia made the cut of oversold names, off more than 2% week to date. Expedia has a 14-day RSI reading of about 26. The firm also slashed its price target to $434 from $612, citing a faster-than-expected slowdown in the beauty segment.

Persons: Expedia Organizations: Nasdaq, Dow Jones, CNBC, Stock, Barclays, Defense, Leidos Holdings, NextEra Energy, Navigation, Garmin

☆ Buy this boring part of the stock market for overlooked exposure to the AI boom
▼ + stars: | 2024-05-09 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Boring utility stocks are being highlighted as the next great beneficiaries of the AI boom. Goldman Sachs highlights 4 buy-rated utility stocks that are set to benefit from the AI boom. AdvertisementThe most boring area of the stock market is being awakened by the AI boom, and investors should take notice now, according to Goldman Sachs. These are the four utility stocks Goldman Sachs rates as Buy, partly due to their exposure to AI-fueled electricity demand. NextEra Energy (NEE): "Renewable segment uniquely positioned for AI data load and interconnection queue available."

Persons: Goldman Sachs, — Organizations: Service, Goldman, Xcel, Co, Nvidia, AMD, Computers Locations: MISO, Texas

☆ Final Trades: Netflix, Nextera Energy and IYR
▼ + stars: | 2024-05-08 | 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: Netflix, Nextera Energy and IYRThe Investment Committee gives you their top stocks to watch for the second half.

Organizations: Netflix, Nextera Energy, Investment

☆ JPMorgan says the market is about to get tricky, buy utilities and staples stocks starting to outperform
▼ + stars: | 2024-05-07 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Strategist Mislav Matejka said equities are coming up against a seasonally weak period and advised investors buy traditionally defensive stocks such as utilities and staples. "The latest market move to a more Defensive trading should have legs, such as recent outperformance of Utilities and Staples." "We continue to believe that will happen irrespective of bond yields direction from here, alongside a more positive performance of commodity sectors - Energy and Mining," he said. XLU 1M mountain Utilities Select Sector SPDR Fund (XLU) Utilities have outperformed quarter to date, while most other sectors have shown weakness. The Utilities Select Sector SPDR Fund (XLU) advanced 4.7% this quarter, making it top performing sector in the S & P 500.

Persons: Mislav Matejka Organizations: JPMorgan, Stocks, Dow Jones, Nasdaq, Utilities, Staples, Energy, Mining, NRG Energy, NextEra Energy, Communication

☆ Power demand from data centers is expected to boom by 160% into 2030, boosting electricity needs at a rate unseen in a century. These 16 buy-rated stocks are set to benefit, according to Goldman Sachs
▼ + stars: | 2024-05-05 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

According to an April 28 report from Goldman Sachs, the demand for power from AI data centers is expected to increase by 160% between 2023 and 2030. The report states that the rate of demand growth expected in the next five years has not been witnessed since the beginning of the century. AdvertisementFluence Energy (FLNC) provides clean energy storage that can serve as a power supply backup source if data centers experience outages. NextEra Energy (NEE) is a US energy company already providing power to data centers and demand from its electricity supply is expected to grow. nVent Electric (NVT) is an electrical parts supplier that provides liquid cooling, enclosures, power distribution, and cable management for data centers.

Persons: —, Goldman Sachs, Goldman, it's, Kinder Morgan Organizations: Service, Real, Business, Microsoft, Fluence, Google, GE, NextEra Energy, Co, Georgia Power, Xcel Energy, Cameco Corporation, EQT Corp, Caterpillar, Eaton Corporation, MYR Locations: US, Canadian

☆ Cramer's Lightning Round: General Motors is a buy
▼ + stars: | 2024-05-02 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon OneMain's year-to-date stock performance. Stock Chart Icon Stock chart icon SoundHound's year-to-date stock performance. Stock Chart Icon Stock chart icon Cracker Barrel's year-to-date stock performance. Stock Chart Icon Stock chart icon General Motors' year-to-date stock performance. Stock Chart Icon Stock chart icon NextEra Energy's year-to-date stock performance.

Persons: It's, it's, we'll, Motors, NextEra Organizations: General Motors, Financial, Heartland Financial, NextEra

With interest rate uncertainty on the rise across the market, it may be time to buy stocks with a demonstrated history of low volatility. The Cboe Volatility Index — a yardstick of expected market volatility — briefly rose above 21 on Friday, its highest level since last October. The insurance stock currently has a 5-year beta of 0.54 relative to the S & P 500, and a price volatility score of 6.28. With a 5-year beta of 0.78 versus the S & P 500 and a 5-year price volatility score of 6.50, medical equipment maker Boston Scientific also turned up on the screen. Compared to the S & P 500, Merck's 5-year beta comes in at 0.39, while its 5-year price volatility scores a 6.06.

Persons: Joanne Wuensch Organizations: CNBC Pro, Boston Scientific, Citigroup, Boston, Pharmaceutical, Merck, Food, NextEra Energy Locations: UnitedHealth

☆ Investors are hoping Big Tech earnings next week could revive a flagging bull market
▼ + stars: | 2024-04-19 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

The Big Tech earnings next week could revive a flagging market, or at least give investors direction into where stocks are going from here. Wall Street is hoping next week's megacap tech results will give investors insight into where the artificial intelligence trade is going from here, as a bounce in tech could lift the indexes. They're also hoping a slew consumer commentary will give investors insight into the state of the economy. However, he said any pullback in the tech names could give investors an opening to start "nibbling away" at additional exposure. Personal Income 10 a.m. Michigan Sentiment NSA final Earnings: T. Rowe Price Group , Colgate-Palmolive , Exxon Mobil , Chevron , AbbVie , Phillips 66

Persons: Tesla, They're, Kim Forrest, Elon Musk, Emily Leveille, Scott Ladner, Ladner, Horizon's Ladner, FactSet, Baker Hughes, Philip Morris, Lockheed Martin, Raymond James Financial, Rowe Price, Phillips Organizations: Big Tech, Google, Microsoft, Bokeh, Nasdaq, Investors, Deutsche Bank, Reuters, Thornburg Investment Management, Meta, Consumer, Visa, Chicago, Verizon Communications, Ameriprise, Truist, PMI, New, Richmond Fed, Enphase, Tesla, NextEra, Philip Morris International, Halliburton, United Parcel Service, PepsiCo, Lockheed, Raytheon Technologies, GE Aerospace, Grill, Business Machines, Lam Research, Ford Motor, Technology, Waste Management, Universal Health Services, Raymond, Boeing, Hilton Worldwide Holdings, . Kansas City Fed Manufacturing, Mobile, Capital, Financial Corp, Intel, Western Digital, Comcast, American Airlines Group, Southwest Airlines, Valero Energy, Caterpillar, Tractor Supply, Royal Caribbean Group, GE, PCE, NSA, Rowe Price Group, Colgate, Palmolive, Exxon Mobil, Chevron Locations: China, Europe, U.S, NextEra Energy, Freeport, McMoRan, . Kansas, Michigan, AbbVie

☆ CFRA's Stovall says the S&P 500 can go higher, but expects a correction ahead. Here are his picks to play it
▼ + stars: | 2024-04-11 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

CFRA's Sam Stovall anticipates the stock market can go higher even without rate cuts, but has the playbook to navigate a possible correction if one develops. The chief investment strategist expects the S & P 500 still has further upside. But he sees a bumpy road ahead, anticipating a consolidation of about 8% to 10% after the market's recent gains. "As a result, I think there is, after we get through this much-anticipated correction that history says is overdue, I think we do end up being higher by year-end," Stovall said. After such a pullback, however, the best-performing assets were in communication services, financials and technology, Stovall said.

Persons: CFRA's Sam Stovall, Stovall, CNBC's Organizations: Federal Reserve, NextEra Energy, Procter, Gamble

They offer a dividend yield of at least 2%. Oil major Chevron made the list with a 4.1% dividend yield. More than half of analysts polled by FactSet maintain a buy rating on Chevron. Fast-food giant McDonald's also made the cut, with a 2.4% dividend yield. Nearly 53% of analysts polled by FactSet maintain a buy rating on McDonald's, with their average price targets forecasting 17% upside.

Persons: Jerome Powell, Mizuho, Gregory Francfort Organizations: Federal Reserve, CNBC Pro, Chevron, FactSet, Guggenheim, NextEra Energy

☆ Goldman lays out the next phases of AI trade and stocks to play them
▼ + stars: | 2024-03-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

"In addition to NVDA, investors have been focused on a broadening of the AI trade. We expect there will likely be three broad, subsequent stages of the AI trade," Hammond wrote. Goldman foresees a second phase that focuses on companies that build and maintain the infrastructure around AI. "Based on performance and valuation, investors have already started to price subsequent phases of the AI trade. An equal-weighted basket of Phase 2 stocks is up 14% during the past 6 months, largely driven by valuation expansion.

Persons: Goldman Sachs, Ryan Hammond, Hammond, Goldman foresees, Goldman, — CNBC's Michael Bloom Organizations: Nvidia, Broadcom, Foundry, Keysight Technologies, Palo Alto Networks, Intuit, Adobe, Nvidia —, Pinterest, Tenet Healthcare

Former President Donald J. Trump, the front-runner for the Republican nomination, has repeatedly attacked central elements of the Inflation Reduction Act, including tax credits for purchasing electric vehicles. “Otherwise it’s all going to be on the chopping block.”The Inflation Reduction Act contains various tax credits and other subsidies to incentivize companies to deploy more clean energy projects. It also includes tax breaks for consumers to offset the cost of electric vehicles, heat pumps and other energy-efficient appliances. That could cut the number of eligible vehicles, potentially hindering progress toward the Biden administration’s goal of having electric vehicles make up half of new car sales by 2030. The estimated cost of the Inflation Reduction Act’s energy incentives has effectively doubled since it passed, largely because forecasters believe the legislation will be more popular than they originally expected.

Persons: Biden, Donald J, Trump, “ We’ve, Frank Pallone Jr, Thomas Pyle, ’, Pyle, Kevin Book, Sean Rayford, ” Mr, John Ketchum, Ketchum, “ It’s, Mr, Sasha Mackler, David Carroll, we’ve, Carroll, T.J . Kirkpatrick, ” Michael Kikukawa, Lori Esposito Murray, Ms, Murray, Jeanna Smialek Organizations: Republican, Democratic, Company, Biden, House Energy, Commerce, American Energy Alliance, ClearView Energy Partners, The New York Times, NextEra Energy, Republicans, Center, Engie, White, Economic Development, Conference Board, “ Locations: States, China, New Hampshire, America, Indiana, Texas, Irvine , Calif

☆ Final Trades: Leidos Holdings, Disney, NextEra Energy and Progressive
▼ + stars: | 2024-02-14 | 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: Leidos Holdings, Disney, NextEra Energy and ProgressiveToday's 'Halftime Report' Investment Committee, Jenny Harrington, Jim Lebenthal, Joe Terranova, and Steve Weiss give their top picks to watch for the second half.

Persons: Jenny Harrington, Jim Lebenthal, Joe Terranova, Steve Weiss Organizations: Leidos Holdings, Disney, NextEra Energy, Investment

☆ Here are Tuesday's biggest analyst calls: Nvidia, Disney, Walmart, Apple, Arista, Ford, Rivian, Block & more
▼ + stars: | 2024-02-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley initiates Ford as a top pick Morgan Stanley said it's standing by its top pick status on Ford. Morgan Stanley initiates Dynatrace as equal weight Morgan Stanley initiated the software stock with an equal weight and said patience is needed. Morgan Stanley reiterates Disney as overweight Morgan Stanley said Disney's participation in a sports streaming bundle is 'low-risk." Morgan Stanley adds Huntington Bancshares to the financials finest list Morgan Stanley added the regional bank to its financials finest list. Morgan Stanley reiterates Rivian as overweight Morgan Stanley said it's standing by its overweight rating on the stock, but that the company will need "substantial funding" to complete its Georgia plant.

Persons: Goldman Sachs, Goldman, ANET, hyperscaler, Morgan Stanley, Ford, it's, Dynatrace, Redburn, Evercore, Susquehanna, Piper Sandler, Trimble, Piper, Riley, Bernstein, Disney, Huntington Bancshares, Huntington, Banks, Stephens, Cantor Fitzgerald, Stratasys, Cantor, Rivian Organizations: Arista Networks, Ford, downgrades, Airlines, UBS, Nvidia, NextEra Energy Partners, Taiwan Semiconductor, Apple, Apple Services, DIS, FOX, Deutsche Bank, Walmart, Citi, GSK, " Bank of America, of America Locations: NVDA's, North America, NAPA, Georgia

☆ AI is fueling global power demand. Morgan Stanley sees opportunities for these 'underappreciated' winners
▼ + stars: | 2024-02-01 | by ( Pia Singh | ) www.cnbc.com time to read: +7 min

Power demand from generative AI will soar from 46 terawatt hours to 224 TWH between this year and 2027, according to the firm's base case scenario. That's equivalent to more than 75% of the total global data center power use in 2022, or close to Spain's entire power consumption in 2022, the firm said. "We believe the rapid power demand growth from GenAI is not well understood, and not priced into a number of stocks." Among large-scale renewable developers in the U.S., AES has the largest commercial and industrial market share, according to Morgan Stanley. Apart from data center infrastructure and power providers, utilities are another part of the data center servicing ecosystem.

Persons: Morgan Stanley, Morgan Stanley's, Andrew Percoco, Bloom, Percoco, NextEra, Max Yates, Sharon Shih Organizations: CNBC, Bloom Energy, AES Corp, NextEra Energy, Google, Microsoft, Bank of America, AES, Big Tech, Stocks, Delta Electronics, Mitsubishi Electric, Analysts, Dominion Energy Locations: GenAI, U.S

☆ These 6 stocks will be non-AI winners of an AI boom, says Scotiabank
▼ + stars: | 2024-01-29 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

While demand for artificial intelligence applications is seeing rapid growth, several non-tech companies are well-positioned to benefit directly from the AI boom over the next few years, according to Scotiabank. This is because although GPUs, the specialized chips that power AI applications, are more efficient, they consume more than twice as much electricity to operate compared to non-AI chips such as CPUs. The Scotiabank analysts named six stocks that they think are well-positioned to capitalize on surging demand for data centers and renewable energy from AI applications. Meanwhile, earlier this week, fellow data center firm Equinix launched a new cloud service that will allow companies to manage their Nvidia AI supercomputing infrastructure to build AI applications. Due to their massive, power-hungry data centers, Scotiabank noted that the tech companies are the largest corporate consumers of renewable power.

Persons: Equinix, AI's Organizations: Scotiabank, Analysts, Digital Realty, Digital, Nvidia, supercomputing, JV, Big Tech, Google, Microsoft, NextEra Energy, NextEra Energy Partners, Brookfield Renewable Partners, Big

☆ As Trump wins New Hampshire, here’s an early look at stocks that could win if Republicans sweep in November
▼ + stars: | 2024-01-24 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Certain stocks are poised to perform better under Republican or Democratic leadership this coming November, according to Strategas. On Wednesday night, former president Donald Trump clinched the victory in the New Hampshire primary over former South Carolina Gov. The win now means it's "highly likely" Trump will secure the Republication presidential nomination, according to Strategas analyst Daniel Clifton. US-China trade tensions are likely to continue regardless, but we see greater escalation under Trump," Clifton said. Other names that could outperform under Democratic leadership include renewable energy company NextEra Energy , automation provider Rockwell Automation and beverage company Constellation Brands .

Persons: there's, Donald Trump, Nikki Haley, Daniel Clifton ., Clifton, Trump, Biden, Kinder Morgan, Tesla, Joe, Morgan Stanley, Erik Woodring, — CNBC's Michael Bloom Organizations: Republican, Democratic, South Carolina Gov, Trump, L3Harris Technologies, JPMorgan, Democrat, Verizon Communications, GOP Congress, California's, Tesla, Biden, Apple, NextEra Energy, Rockwell Automation, Constellation Brands Locations: New Hampshire, L3Harris, Tuesday's, China, Clifton, U.S, LSEG

☆ The 4 most important things we're watching in the stock market this coming week
▼ + stars: | 2024-01-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Fortunately, we'll get useful information in the coming weeks as earnings season ramps up and updated inflation data is released. We really want to see more supply come into the market to provide some relief on shelter costs. Looking to next week, we'll get a several key economic updates and a ramp up of earnings releases. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Morgan Stanley, we'll, Procter & Gamble, we've, We're, we're, We'll, Forex, Brown, BRO, Zions, CrossFirst, Johnson, Lockheed Martin, Horton, ERIC, Baker Hughes, Abbott, ABT, Clark, BOK, Monro, Simmons, United Community Banks, Lam, Ethan Allen Interiors, Raymond James Financial, Sherwin, Williams, Northrop, Murphy, Arthur J, Levi Strauss, LEVI, Booz Allen, Jim Cramer's, Jim Cramer, Jim, John Gress Organizations: Nasdaq, Microsoft, Nvidia, Tesla, Apple, Bank of America, Reserve, Procter, Gross, Citigroup, of Hawaii, United Airlines, Logitech International S.A, AGNC Investment, Agilysys Inc, Great Southern Bancorp, Enterprise Financial Services, Independent Bank, Home Bancorp, RBB Bancorp, TrustCo Bank Corp, Gamble Co, Verizon Communications, 3M Company, General Electric Co, GE, RTX Corporation, Halliburton Company, HAL, Lockheed, Ericsson, Bank, GATX Corporation, MakeMyTrip, National Bancorp, Synchrony, Webster, Atlantic Union Bankshares Corporation, Invesco PLC, Peoples Bancorp Inc, Sandy Spring Bancorp, Netflix, Texas Instruments Incorporated, Steel Dynamics, Canadian National Railway Company, NBT Bancorp, East West Bancorp, Covenant Logistics Group, Inc, Hanmi, National Bank Holdings Corporation, Premier Financial, QCR Holdings, Renasant Corporation, Triumph, Veritex Holdings, ASML, SAP, Textron, Oriental Education, Technology Group, First BanCorp, General Dynamics, OFG Bancorp, Prosperity, TE Connectivity, United Community, Blue Foundry Bancorp, Capitol Federal, HBT, Teledyne Technologies, Business Machines, IBM, Las Vegas Sands Corp, Lam Research, United Rentals, Berkley Corp, Crown, International, Packaging Corporation of America, Seagate Technology plc, CACI, Swift Transportation Holdings, Ameriprise Financial, Concentrix Corporation, First Bank, Liberty Energy, Pathward Financial, Columbia Banking, CSX, American Airlines Group, NextEra Energy Inc, Alaska Air Group, Dow Chemical Co, Valero Energy, Southwest Airlines Co, Nextera Energy, Williams Co, Union Pacific, Applied Industrial Technologies, Mobileye, Northrop Grumman, Comcast, Nokia, TAL Education, McCormick & Company, Intel, Visa Inc, Gallagher, Co, KLA Corporation, Western Alliance, Mobile, L3Harris Technologies, Western, Olin Corporation, American Express Co, Booz, Booz Allen Hamilton Holding, Colgate, Palmolive Co, Norfolk Southern Corporation, Jim Cramer's Charitable, CNBC, Gamble's Locations: Procter &, U.S, China, ZION, Freeport, Kimberly, Las, W.R, Chicago

☆ Four predictions for 2024: Brian Sullivan's outlook for the new year
▼ + stars: | 2024-01-16 | by ( Brian Sullivan | ) www.cnbc.com time to read: +5 min

Coming off a wonderfully surprising stock market global boom of 2023, this year could be anybody's guess. Utility-scale solar projects are growing around the world, and Wall Street firm T.D. There is too much money chasing solar projects, someone has to win. Here's the thinking for 2024: global oil demand is going to grow, but given China's rolling economic pain it may increase by less than some expect. Russia remains robust on global markets despite sanctions, and OPEC may have done most of what it can to keep its member and allies production levels lower to balance out global markets.

Persons: Brendan Mcdermid, I'm, there's, we've, SolarEdge, T.D, Cowen Organizations: New York Stock Exchange, NextEra Energy Partners, SolarEdge, Investors, U.S, Nat, Citigroup Locations: New York City, U.S, Brazil, Guyana, Russia, OPEC, China, Saudi Arabia

☆ A look back at a remarkable stock market year, and what should worry investors into 2024
▼ + stars: | 2023-12-28 | by ( Bob Pisani | ) www.cnbc.com time to read: +10 min

A few days ago, S & P noted that the S & P 500 total return of 25.85% would only be up 9.49% ex the Magnificent 7. If you own the S & P 500 long-term, you are participating in those gains. The S & P is up 1,200 points (25%) since then and is knocking on the door of an historic high. The S & P 500 is overbought and expensive on most metrics. The S & P 500 up almost 25% in a year is the kind of problem a lot of people would be happy to have.

Persons: Russell, YTD, General Mills, it's, Staples, Campbell, Mills Organizations: AMD, Arista Networks, Apple, Meta, Nvidia, Nasdaq, Nike, FedEx, General, NextEra, Utilities, Treasuries Locations: Russia, Ukraine, Israel, Wayfair, Devon, Chevron

☆ Cramer's Lightning Round: Crocs is 'too dicey'
▼ + stars: | 2023-12-05 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Weyerhaeuser's year-to-date stock performance. Stock Chart Icon Stock chart icon RadNet's year-to-date stock performance. Stock Chart Icon Stock chart icon Stellantis' year-to-date stock performance. Stock Chart Icon Stock chart icon Crocs' year-to-date stock performance. Stock Chart Icon Stock chart icon Masimo's year-to-date stock performance.

Persons: Wes Edens, NextEra, Berger, Stellantis, Crocs, I'm Organizations: Weyerhaeuser, Theft, New Fortress Energy, NextEra, American Electric Power, Apple Locations: Palo Alto

☆ Lightning Round: I'm sticking behind RadNet, says Jim Cramer
▼ + stars: | 2023-12-05 | 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 EmailLightning Round: I'm sticking behind RadNet, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Weyerhaeuser, Take-Two Studios, New Fortress Energy, Nextera Energy, RadNet, Stellantis, Crocs and more.

Persons: RadNet, Jim Cramer Organizations: Weyerhaeuser, Studios, New, Energy, Nextera Energy

☆ Clean energy stocks have fallen out of favor. They face more challenges ahead
▼ + stars: | 2023-12-03 | by ( Krystal Hur | ) edition.cnn.com time to read: +4 min

Plug Power shares have slipped 63% this year, Enphase Energy shares have plunged 60%, SolarEdge Technologies shares have declined 71% and NextEra Energy shares have slid 29%. Yet clean energy stocks haven’t recovered, despite hopes that an influx of US government spending on climate solutions would help revive the sector. The culprit behind clean energy stocks’ poor returns? Krull sees the current rut in clean energy stocks as a buying opportunity for investors. Clean energy stocks also aren’t the only way investors are putting their cash to work with a sustainability mindset.

Persons: Biden, Todd Jones, Jean Rosenbaum, Andrew Poreda, That’s, Peter Krull, Krull, ” Krull Organizations: New, New York CNN, Clean Energy, Enphase Energy, SolarEdge Technologies, NextEra Energy, Bank of America, Federal Reserve, Gratus Capital, Sage Advisory, Earth Equity Advisors, Nvidia Locations: New York, Paris

Search resuls for: "Nextera Energy"

25 mentions found