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☆ Morgan Stanley's shopping list for commodity stocks to get a boost from China stimulus
▼ + stars: | 2024-09-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

These commodity stocks could win big as China moves to boost its struggling real estate sector and economy, according to Morgan Stanley. Morgan Stanley's team believe these measures display a heightened "sense of urgency" and signal that China is "taking deflation seriously." Against this backdrop, the firm sees a positive setup for metals and mining stocks that have underperformed the S & P 500 by 25 percentage points since May. Here are some of the names that could benefit from China's stimulus: Within the mining sector, Morgan Stanley names Freeport-McMoRan and Alcoa among its top picks, with shares up about 22% and 17%, respectively, this year. Analysts view U.S. Steel as one of the biggest beneficiaries from a China stimulus along with shares of Nucor .

Persons: Morgan Stanley, Morgan Stanley's, Stephen Cheung, Carlos De Alba, Biden Organizations: Alcoa, Vale SA, Steel, . Steel, Japan's Nippon Steel, NBC Locations: China, Freeport, McMoRan, Indonesia, Nucor .

☆ Cramer points out stocks to watch as China's economy slows down
▼ + stars: | 2023-08-15 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer gave investors his top sectors and stocks to watch following Tuesday's weaker-than-expected Chinese economic data. The Dow Jones Industrial Average slid more than 300 points as concerns over China's economy began to mount. The country's July economic data broadly missed expectations, and the National Bureau of Statistics' report did not include youth unemployment numbers. Cramer recommended investors consider infrastructure stocks because the U.S. government is investing heavily in that sector, signaling out equipment manufacturer Caterpillar and steelmaker Nucor . Cramer also recommended drug stocks like Eli Lilly , homebuilding stocks Lennar and DR Horton as well as tech giants like Nvidia .

Persons: CNBC's Jim Cramer, Cramer, Eli Lilly, DR Organizations: Dow Jones, National Bureau of Statistics, Caterpillar, Boeing, Honeywell, DR Horton, Nvidia

☆ Cramer's lightning round: I like Entegris
▼ + stars: | 2023-01-12 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

Loading chart...ZIM Integrated Shipping Services Ltd : "I don't trust it. Loading chart...CF Industries Holdings Inc : "I like Mosaic more, but I like CF a lot." It's very plain vanilla, nothing really exciting about it, but that's okay." Loading chart...Clearfield Inc : "Lately, since this year began, when you see a stock go down, you've got to be very careful. Loading chart...Steel Dynamics Inc : "I like Steel Dynamics, but I love Nucor ."

☆ Cramer's lightning round: I wouldn't buy World Wrestling Entertainment at this level
▼ + stars: | 2022-12-14 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

Loading chart...World Wrestling Entertainment Inc : "I would not want to come in at this level. I am actually quite encouraged by how well the company is run." Loading chart...Royal Caribbean Cruises Ltd : "Royal Caribbean is an excellent, excellent company." Loading chart...Cleveland-Cliffs Inc : "I think the numbers may be too high in Cliffs. Disclaimer: Cramer's Charitable Trust owns shares of Danaher.

☆ Cramer's lightning round: Stay with Vertex Pharmaceuticals
▼ + stars: | 2022-10-27 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

Loading chart...Warner Bros Discovery Inc : "I need to see them make some money. I'm not recommending stocks that are losing money." Loading chart...Getty Images Holdings Inc : "I think down here at $4, I'm not a SPAC guy, okay, but this one may be actually worth looking at." Loading chart...Cleveland-Cliffs Inc : "I continue to prefer Nucor . Loading chart...Vertex Pharmaceuticals Inc : "I say stay with it, I think it's a really, really well-run company."

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