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☆ Investors have made these 9 AI plays their core holdings, Bank of America data shows
▼ + stars: | 2024-05-28 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Bank of America found that nine of 10 stocks on its list are tied to the AI boom. Buying AI," Bank of America strategists led by Savita Subramanian said in a note. "AI stocks are now core holdings." Meta Platforms , Uber Technologies , Netflix and ServiceNow also experienced a rise in popularity among active fund managers, according to Bank of America. The Wall Street firm said the change in fund managers' ownership has been positively correlated with the number of "AI" mentions on earnings calls.

Persons: Eli Lilly, Savita Subramanian, ServiceNow Organizations: Bank of, Bank of America, Broadcom, Arista Networks, Applied Materials, Nvidia, Microsoft, Uber Technologies, Netflix Locations: U.S

☆ Buy these 'AI revolutionaries' trading at a discount, Evercore ISI says
▼ + stars: | 2024-04-23 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

The artificial intelligence revolution is just getting started, and that means there are opportunities for investors to scoop up some names at a discount, according to Evercore ISI. Yet adoption is low, with less than 5% of U.S. firms reporting using AI, he said, citing U.S. Census Bureau data. To find "AI revolutionaries" that are trading at a discount, Evercore ISI looked for companies in the Russell 1000 with strongly trending AI mentions — either surpassing the index or the company's sector average. One of the names on the list is Uber Technologies , which mentioned AI 17 times last year. The company is also using AI to increase productivity.

Persons: OpenAI's ChatGPT, Julian Emanuel, Emanuel, Russell, —, Uber's, Dara Khosrowshahi, they're, CNBC's, Goldman Sachs, David Solomon, Solomon, Goldman's, Penny, Glenn Fogel, Fogel Organizations: ISI, Census, Nvidia, Nasdaq, Uber Technologies, Holdings Locations: U.S

☆ Building a portfolio from scratch? Here's our step-by-step guide to get started
▼ + stars: | 2024-03-24 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

We will only consider more general questions about the investment process or stocks in the portfolio or related industries. Also: What stop-loss percentage do you use for portfolio stocks? A stop-loss order is an order one can place to sell shares if they fall below a predetermined level. As a result, if bad news breaks and stock is set to open materially lower, your stop-loss order could be triggered. We don't find much use in stop-loss orders because we're monitoring our portfolio stocks constantly.

Persons: Jim Cramer, Chuck, there's, —, Jim Cramer's, Jim, Spencer Platt Organizations: Club, Super, Microsoft, CNBC, New York Stock Exchange, Getty Locations: New York City

☆ The stock market rally has broadened out from the Magnificent Seven. Here's why
▼ + stars: | 2024-03-13 | by ( Paulina Likos | ) www.cnbc.com time to read: +10 min

Over the past month, a notable shift in performance has occurred among the 11 sectors of the S & P 500 . Understanding the S & P 500 sectors The 11 sectors of the S & P 500 represent the various industries powering the U.S. economy. For example, last year, the market-cap-weighted S & P 500 gained 24.2% while the equal-weighted index advanced only 11.6% in 2023. .SPXEW .SPX 1M mountain The equal-weighted S & P 500 over the past month compared with the S & P 500. Encouragingly, overall earnings estimates for the S & P 500 also have gone up recently.

Persons: —, It's, Wells, Linde, Russell, Labor Department —, Genuity, Canaccord, Encouragingly, Eaton, Jim Cramer's, Jim Cramer, Jim, Victor J Organizations: Big Tech, Financial, Coterra Energy, DuPont, Tech, Communication Services, Apple, Microsoft, Nvidia, Club, Tesla, Linde, Wolfe Research, Labor Department, Fed, RBC Capital Markets, RBC, Bank of America, Eaton, CNBC, Visitors, New York Stock Exchange, Blue, Bloomberg, Getty Locations: Tuesday's, U.S

☆ 5 cheap stocks to buy on any pullback, according to investor Sarat Sethi
▼ + stars: | 2024-03-06 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Stocks have ripped to record highs this year, led by a few major technology names as investors bet artificial intelligence will boost profits. That doesn't mean there aren't opportunities for investors looking for stocks at more attractive valuations, especially during pullbacks, Sethi said. Sethi highlighted several attractively valued stocks to buy on a pullback, including Johnson & Johnson , GSK , Freeport-McMoRan , Schlumberger and Google parent Alphabet . From the health-care sector, Sethi highlighted pharmaceutical companies Johnson & Johnson and GSK as "very cheap stocks." When it comes to major technology stocks, Sethi pointed out that Alphabet, one of his firm's core holdings, is currently trading at a discounted level.

Persons: Sarat Sethi, Douglas C, Sethi, FactSet, that's Organizations: Lane & Associates, Federal Reserve, Dow Jones, Nasdaq, Johnson, GSK, Schlumberger, Google, Freeport, Nvidia, Microsoft, Meta Locations: Freeport, McMoRan

What makes these stocks so formidable is the way they are "constantly reinventing themselves," Jeff Marks, the Club's director of portfolio analysis, said alongside Jim on stage. The Club portfolio, which consists of 32 stocks and cash, has nearly a 22% weighting in the Super Six. Let's consider how to allocate a hypothetical portfolio consisting of 12 stocks and 10% cash. Understanding how the stocks are linked creates an opportunity to build a well-rounded portfolio that balances risk and future returns. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer, … I'm, Jim, Jeff Marks, Let's, Eli Lilly, Linde, –, Tim Cook, we're, it's, Jim Cramer's Organizations: Apple, Microsoft, Meta, Nvidia, Tesla, Palo Alto Networks, Costco, Linde, Google, Facebook, Amazon Web Services, Super, Jim Cramer's Charitable, CNBC Locations: Palo, Amazon, lockstep

☆ February was a great month for Wall Street. These were our 5 best-performing stocks
▼ + stars: | 2024-03-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

NVDA YTD mountain Nvidia (NVDA) year-to-date performance Nvidia was our top-performing stock for February. Shares surged 28.6% in the month on the back of stellar quarterly results and continued investor optimism in generative artificial intelligence. META YTD mountain Meta Platforms (META) year-to-date performance Coming in at No. GEHC YTD mountain GE Healthcare (GEHC) year-to-date performance GE Healthcare shares jumped 24.4% during February, occupying the No. FL YTD mountain Foot Locker (FL) year-to-date performance Foot Locker was the portfolio's fourth-best stock in the month.

Persons: Jim Cramer, Mark Zuckerberg, Locker, Mary Dillon's, Jim Cramer's, Jim, Brendan McDermid Organizations: Federal Reserve, Nasdaq, Dow Jones Industrial, Club, Palo Alto Networks, Wynn Resorts, Nvidia, Facebook, GE Healthcare, Meta, Wall Street, General Electric, Nike, Health, CNBC, Traders, New York Stock Exchange Locations: Wells Fargo, WYNN, FL, New York City, U.S

☆ ‘Fear is not a strategy’ — How Jim Cramer learned to make the most of market sell-offs
▼ + stars: | 2024-02-29 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

"You want to be able to embrace the sell-off and say, 'OK, it's going to get me my price,'" Jim said. During these declines, Jim said to focus on a stock's price and pick a level to start buying. Let the other people give you your price," Jim said. "If you just wake up one morning and say, 'Listen, I can't take it anymore,' that's going to be a bad buy," Jim said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, Jeff Marks, Here's, — Emanuel, Jim, Peter, Jeff, Wells, — Ben, they'd, destocking, Seth, we've, it's, hasn't, Eaton, — David, — Kyle, you've, It's, Jim Cramer's Organizations: Humana, DuPont, Eaton Corp, Palo Alto Networks, Enphase Energy, CNBC Locations: Wells Fargo, Eaton

☆ Jim Cramer predicts 2024 will be a 'great one' for Salesforce stock. Here's why
▼ + stars: | 2024-02-29 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. However, Jim Cramer said the market's reaction was unwarranted, forecasting more upside for Salesforce stock to come. 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. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, it's, Salesforce, management's, Jim, TJ Maxx, Jim Cramer's Organizations: CNBC, TJX Companies, Management

☆ Cramer gives the portfolio's core holdings a makeover — 4 are booted, 6 are added including a trio of tech giants
▼ + stars: | 2024-02-28 | by ( Morgan Chittum | ) www.cnbc.com time to read: +12 min

COST 5Y mountain Costco's stock performance over the past five years. DHR 5Y mountain Danaher's stock performance over the past five years. ETN 5Y mountain Eaton Corp.'s stock performance over the past five years. "The megatrends are real serious, and [Eaton] is a real serious company," Jim said. TJX 5Y mountain TJX Companies' stock performance over the past five years.

Persons: Jim Cramer, Jeff Marks, Morgan Stanley, Wall, Beijing's, Jim, Eaton, Linde, Lilly's, Eli Lilly, We've, Zepbound, Mark Zuckerberg's, Mark Zuckerberg, OpenAI, Copilot, management's, Nvidia, TJ Maxx, TikTok, Gen Zers, TJX, Jim Cramer's, Satya Narayana Nadella, Lucas Jackson Organizations: GE Healthcare, Meta, Microsoft, Johnson, Natural Resources, Starbucks, Apple, Apple Music, Services, Amazon, Amazon Web Services, Prime, Costco, Danaher, Eaton Corp, Investors, GE, LIN, Novo Nordisk's Wegovy, Novo Nordisk, Management, Nvidia, TJX Companies, Marshalls, CNBC Locations: Eaton, China, Manhattan, New York City

☆ We're raising our price target on TJX after the discount retailer's impressive earnings beat
▼ + stars: | 2024-02-28 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Higher sales and lower COGS resulted in better-than-expected gross margin expansion that trickled down to a bottom-line beat. The company's pretax profit margin also expanded versus the year-ago period, benefiting from a higher merchandise margin. The strong merchandise margin was attributable to less shrink (theft), reduced freight costs, and lower markdowns. The company's pretax profit margin also expanded versus the year-ago period, benefiting from a higher merchandise margin. The strong merchandise margin was attributable to less shrink (theft), reduced freight costs, and lower markdowns.

Persons: Ernie Herrman, —, Herrman, Jim Cramer's, Jim Cramer, Jim, Scott Mlyn Organizations: Companies, LSEG, Management, Wall, TJX, CNBC, Shoppers, TJ Maxx, CNBC TJX Companies Locations: Maxx, buybacks, Canada, New York

☆ Watch Part 2 of the second Annual Meeting of the Investing Club with Jim Cramer
▼ + stars: | 2024-02-24 | by ( ) www.cnbc.com time to read: 1 min

Watch Part 2 of the second Annual Meeting of the Investing Club with Jim CramerAt this year's gathering with members, Jim Cramer delivers his views on the market and economy in 2024, goes behind the scenes of "Mad Money" with executive producer Regina Gilgan, and discusses investing lessons of the past year. Jim and Jeff Marks, director of portfolio analysis, will reveal the 12 core holdings of the Charitable Trust, and field questions from subscribers in the audience.

Persons: Jim Cramer, Regina Gilgan, Jim, Jeff Marks Organizations: Charitable Trust

☆ Watch Part 1 of the second Annual Meeting of the Investing Club with Jim Cramer
▼ + stars: | 2024-02-24 | by ( ) www.cnbc.com time to read: 1 min

Watch Part 1 of the second Annual Meeting of the Investing Club with Jim CramerAt this year's gathering with members, Jim Cramer delivers his views on the market and economy in 2024, goes behind the scenes of "Mad Money" with executive producer Regina Gilgan, and discusses investing lessons of the past year. Jim and Jeff Marks, director of portfolio analysis, will reveal the 12 core holdings of the Charitable Trust, and field questions from subscribers in the audience.

Persons: Jim Cramer, Regina Gilgan, Jim, Jeff Marks Organizations: Charitable Trust

☆ Watch the full recap of the second Annual Meeting of the Investing Club with Jim Cramer
▼ + stars: | 2024-02-24 | by ( ) www.cnbc.com time to read: 1 min

Watch the full recap of the second Annual Meeting of the Investing Club with Jim CramerAt this year's gathering with members, Jim Cramer delivers his views on the market and economy in 2024, goes behind the scenes of "Mad Money" with executive producer Regina Gilgan, and discusses investing lessons of the past year. Jim and Jeff Marks, director of portfolio analysis, will reveal the 12 core holdings of the Charitable Trust, and field questions from subscribers in the audience.

Persons: Jim Cramer, Regina Gilgan, Jim, Jeff Marks Organizations: Charitable Trust

☆ How 3 stocks are navigating the economic tug-of-war between the U.S. and China
▼ + stars: | 2024-02-21 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Just consider three core holdings in the portfolio: Apple , Starbucks , and Nvidia . Nvidia generates 21% of its overall revenue from Mainland China, while Apple gets 19%, and Starbucks 9%. Xiamen-based Luckin Coffee, for example, overtook Starbucks in market share in China during 2023, with double the retail locations there. However, Nvidia still dominates the AI chip market in China, and it's difficult to see its rivals catching up anytime soon. The company has twice re-engineered chips for the Chinese market to comply with U.S. rules.

Persons: Joe Biden's, Xi Jinping, Oppo, Jefferies, Tim Cook, Laxman Narasimhan, Tencent, Jim Cramer's, Jim Cramer, Jim Organizations: U.S, Apple, Nvidia, Starbucks, Competition, Huawei, International Data Corporation, IDC, CNBC, Luckin, China, Management, Tech Locations: China, Beijing, Washington, U.S, Mainland China, People's Republic, India, Xiamen

☆ Crypto Funds Have Arrived. But Who Needs Them?
▼ + stars: | 2024-01-19 | by ( Jeff Sommer | ) www.nytimes.com time to read: +1 min

Exchange-traded funds come in many shapes and sizes. Some are plain vanilla, diversified index funds that let you invest in the entire stock and bond markets, and are excellent core holdings for the great majority of people. Then there are the quirky, narrowly focused E.T.F.s like the Inverse Cramer Tracker, which enables you to bet against the stock picks of the CNBC television host Jim Cramer. The fund is legal, approved by the Securities and Exchange Commission — and a money-loser since its inception last year. Betting against Jim Cramer just isn’t a great investing strategy.

Persons: Jim Cramer, Bitcoin, legitimizing Organizations: CNBC, Securities and Exchange Commission Locations: Bitcoin

☆ How to find a reasonably-priced and resilient stock amid the rush of earnings reports ahead
▼ + stars: | 2024-01-15 | by ( Michael Khouw | ) www.cnbc.com time to read: +8 min

Strong Balance Sheet: A strong balance sheet is often a primary indicator of a quality company. Consistent Earnings Growth: Quality companies usually exhibit steady and predictable earnings growth. Typewriter manufacturing wasn't a sustainable growth industry regardless of whether it adhered to ESG factors or not. Bear in mind that finding a quality company cheap isn't likely, but we would prefer to avoid crowded (i.e. Even without delving into the quality of management and other factors it's clear that AT & T is not a "quality" company as I defined it above.

Persons: Martin Luther King, Walt Disney Organizations: JPMorgan, Good, Sustainable, Sector, Charter Communications, Comcast, Electronic Arts, Fox Corp, Interpublic, Match, Meta, Netflix, News Corp, Omnicom, Paramount Global, Interactive, Verizon, Walt, Warner Brothers, Apple Locations: America

☆ Rio Tinto shoulders Simandou iron ore bill as Chinese funds delayed - sources
▼ + stars: | 2023-09-18 | by ( Clara Denina | ) www.reuters.com time to read: +3 min

The Anglo-Australian miner owns two of four Simandou mining blocks as part of its Simfer joint venture with China's Chalco Iron Ore Holdings (CIOH) and the government of Guinea, where the mine is located. CIOH is 75% held by Aluminum Corporation of China (Chinalco) and 20% by Baowu Steel Group, with China Railway Construction Corporation (CRCC) and China Harbour Engineering Company (CHEC) each holding 2.5%. Simandou's other two blocks are owned by the Winning Consortium Simandou (WCS), made up of Singapore-based Winning International Group, Weiqiao Aluminium - part of the China Hongqiao Group (1378.HK) - and United Mining Suppliers. Rio earmarked $800 million for its share of the development in 2023 and around $2 billion a year in 2024 and 2025. Reporting by Clara Denina; Additional reporting by Felix Njini and Amy Lv; Editing by Jan HarveyOur Standards: The Thomson Reuters Trust Principles.

Persons: Chris Helgren, CIOH, CHEC, Simandou, Raphael Gnambalamou, Clara Denina, Felix Njini, Amy Lv, Jan Harvey Organizations: Rio Tinto, Developers Association of Canada, REUTERS, Ore Holdings, CIOH, Aluminum Corporation of China, Baowu Steel, China Railway Construction Corporation, China Harbour Engineering Company, Weiqiao, China Hongqiao, HK, United Mining Suppliers, Thomson Locations: Rio, Toronto , Ontario, Canada, Simandou, Guinea, China, Singapore

☆ Oversold or overbought? Here's where our 6 tech mega-caps stand — plus our takes
▼ + stars: | 2023-08-10 | by ( Paulina Likos | ) www.cnbc.com time to read: +11 min

Examining overbought or oversold stock levels could be helpful signals for investors looking to add or reduce exposure in a position. When evaluating these names, Bespoke reviewed the standard deviations above or below each stock's 50-day moving average. If a stock is one or more standard deviation above its 50-day moving average, it's classified as overbought. If it's more than one standard deviation below its 50-day moving average, it's oversold. Two or more standard deviations away from the 50-day moving average is classified as an "extreme" overbought or oversold reading.

Persons: —, it's oversold, Paul Hickey, We're, Jim Cramer, Jim, Larry Williams, we'll, Jim Cramer's, Justin Tallis Organizations: Charitable, Investment, Apple, Microsoft, Nvidia, Big Tech, Data Center, Facebook, Meta, Amazon, Amazon Web Services, CNBC, Getty Locations: MSFT, EU

[1/2] The logo of SoftBank Group Corp is displayed at SoftBank World 2017 conference in Tokyo, Japan, July 20, 2017. The fourth-quarter earnings come after the Vision Fund unit posted four consecutive quarters of investment loss, with investors debating whether the value of privately held stakes have further to fall. Portfolio firms of the Vision Fund unit whose shares climbed during January-March include e-commerce firm Coupang Inc (CPNG.N) and robotics firm AutoStore Holdings Ltd (AUTO.OL). What matters is Arm for SoftBank to demonstrate it can get results as an investment company," said SMBC Nikko Securities analyst Satoru Kikuchi. Still, SoftBank executives are unlikely to offer meaningful new information about the Arm listing on Thursday, Kikuchi said.

☆ Here’s our April rapid-fire update on the stocks in Cramer’s Charitable Trust
▼ + stars: | 2023-04-26 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

When AMD reports earnings next week, we'll be looking for signs that its integration of Xilinx has proven a success. Amazon (AMZN): Investors will be looking closely at profit margins and the growth rate at cloud unit Amazon Web Services when the company reports earnings after the closing bell Thursday. After a disappointing fourth-quarter print, we're hoping to see evidence that CEO Jim Farley has righted the ship. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Bonds yields are soaring. But this strategist says she's still a fan of these 'compelling' stocks
▼ + stars: | 2023-03-09 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

Bonds may have become more appealing as Treasury yields hit new highs. But investment strategist Amy Kong says stocks are still attractive. Bonds compete with stocks for investor dollars, so when bond yields rise, stock prices can go down. But Kong remains upbeat on the longer term. Valuations remain a critical metric to consider as higher price-to- earnings stocks carry greater downside risk.

☆ Inaugural Investing Club Annual Meeting: More performance details on portfolio stocks (part 2)
▼ + stars: | 2023-02-25 | by ( Alison Conklin | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInaugural Investing Club Annual Meeting: More performance details on portfolio stocks (part 2)Jim Cramer and Jeff Marks host members of the Investing Club for their first Annual Meeting. Jim and Jeff go further into detail on the performance of companies and their stocks for several more holdings in the Charitable Trust.

☆ Eli Lilly is the best of both worlds — a recession-resistant stock with major growth potential
▼ + stars: | 2023-01-11 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

The year ahead is pivotal for Eli Lilly (LLY) as the pharmaceutical giant looks to advance drugs in its stellar pipeline. It's a dynamic that, in many ways, embodies the Club's thinking on Eli Lilly, one of our 10 core holdings . In the meantime, Eli Lilly is set to release Phase 3 data for a number of different studies in 2023. Eli Lilly has already asked U.S. regulators to expand the drug's approved uses to obesity, in addition to being sold as Mounjaro for type 2 diabetes. Traders work beneath monitors displaying Eli Lilly signage on the floor of the New York Stock Exchange.

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☆ Big Tech's had a devastating year. Here's why we're holding on
▼ + stars: | 2022-12-15 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Amazon Amazon has been battling with rightsizing its business due to the pull-forward demand it experienced during the COVID-19 pandemic. We'd also like to see how the company is addressing slower growth at its cloud business, Amazon Web Services (AWS). Microsoft Microsoft has been pressured by weakening demand for personal computers, the strong U.S. dollar and tightening enterprise budgets for the cloud. "I think the company could have a decent quarter and it hasn't had to issue a warning about what is now the declining dollar," Jim said. The logos of Google, Apple, Facebook, Amazon and Microsoft displayed on a mobile phone and a laptop screen.

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