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☆ Treasury securities supply will drive up long-term interest rates, says Strategas' Jason Trennert
▼ + stars: | 2024-06-25 | 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 EmailTreasury securities supply will drive up long-term interest rates, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman, joins CNBC's 'The Exchange' to discuss the U.S. budget deficit crisis, the Fed's inflation dilemma, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research Partners

Citi, meanwhile, initiated Lionsgate Studios with a buy rating. JPMorgan did lower its price target on Viasat to $23 per share from $30. The analyst reiterated his buy rating, noting that AI adoption is still in the early stages. The bank initiated coverage of the TV and movie studio with a buy rating. Its price target of $14 implies upside of more than 73% from Thursday's close.

Persons: Felix Liu, — Lisa Kailai Han, Sebastiano Petti, Petti, — Jesse Pound, Oppenheimer, Tyler Batory, Batory, — Hakyung Kim, Wynn, Vitaly Umansky, WYNN, Umansky, Wolfe, Eddie, Bill Carrache, Dell Dell, Wamsi Mohan, Dell, Mohan, Goldman Sachs, Michael Ng, Ng, Morgan Stanley, we're, Erik Woodring, Woodring, Jason Bazinet, LION, COVID, Fred Imbert Organizations: CNBC, Dell Technologies, Lionsgate Studios, Citi, UBS, JPMorgan, Viasat, Homes, Wynn Resorts, Seaport Research Partners, Wolfe Research, Third Bank Regional, Dell, Bank of America, DELL, Lionsgate Entertainment, Starz Locations: Bilibili, China, Viasat, Macau, Las Vegas, Vegas, Wall, Thursday's

☆ Hedge funds have never been more long the Magnificent 7 stocks, exceeding last summer's peak exposure
▼ + stars: | 2024-05-29 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Hedge funds are still leaning into the "Magnificent Seven" trade even with the broader stock market indexes recently hitting record highs. A May 24 note from the Goldman Sachs prime brokerage said that the Big Tech exposure at hedge funds reached a new high last week. The rising exposure is caused by both trading activity and higher share prices for the Big Tech stocks, particularly Nvidia . Net flows into the Magnificent Seven stocks have been positive in May, according to the Goldman prime brokerage data, though last week was more neutral. The five biggest stocks in the S & P 500 — all of which are members of the Magnificient 7 — account for roughly 27% of the S & P 500, according to Strategas Research Partners.

Persons: Goldman, Goldman Sachs, — CNBC's Michael Bloom Organizations: Goldman Sachs, Big Tech, Apple, Microsoft, Nvidia, Tesla, Goldman, Bloomberg News, Strategas Research Partners

☆ Upward pressures on inflation will not go away anytime soon, says Strategas' Jason Trennert
▼ + stars: | 2024-05-28 | 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 EmailUpward pressures on inflation will not go away anytime soon, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate path, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Gen Z students lead pro-Palestine demonstrations while their Boomer professors see parallels to past protest eras
▼ + stars: | 2024-05-12 | by ( Hannah Getahun | ) www.businessinsider.com time to read: +9 min

At Indiana University, protesters say they've been met with a militarized response from police. AdvertisementOn April 25, a day after Indiana University made a controversial change to its protest policies, students built an encampment on the school's Dunn Meadow. Isabella Volmert/AP PhotoShe joined the campus protests on April 25 alongside her husband, an IU staff member. From Vietnam to the Israel-Hamas WarWhen Dunn Meadow was established in 1969, official university policy dictated that overnight encampments were not allowed. AdvertisementThe Indiana University Police Department did not immediately respond to a request for comment from BI.

Persons: they've, —, Dunn, Pamela Whitten, Whitten, Barbara Dennis, Isabella Volmert, Dennis, Jia Wu, haven't, Z Bryce Greene, Greene, Jeremy Hogan Organizations: Indiana University, Service, Business, Indiana University's School of Education, Occupy, IU, New York Times, Columbia, City College of New, Hamilton Hall, Columbia University, Getty, College, Kent State University, Ohio National Guard, Indiana University Police Department, Palestine Solidarity Committee, Naval Surface Warfare, University, Indiana University's, Faculty, UNICEF Locations: Israel, Vietnam, Gaza, Dunn, Iraq, City College of New York, New York City, AFP, Kent, Palestine, Crane , Indiana, Indiana

☆ Strategas' Jason Trennert: Seems like there's no coordination between fiscal and monetary policy
▼ + stars: | 2024-05-10 | 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 EmailStrategas' Jason Trennert: Seems like there's no coordination between fiscal and monetary policyStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert

☆ Watch CNBC's full interview with Strategas Research Partners Chair Jason Trennert
▼ + stars: | 2024-05-10 | 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 EmailWatch CNBC's full interview with Strategas Research Partners Chair Jason TrennertStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert Organizations: Strategas Research

☆ Apple remains Buffett's biggest public stock holding, but his thesis about its moat faces questions
▼ + stars: | 2024-05-03 | by ( Kif Leswing | ) www.cnbc.com time to read: +9 min

That's about four times bigger than Berkshire's second-biggest public stock holding, Bank of America , and makes the company the No. The bet on Apple and CEO Tim Cook has paid off handsomely for Buffett, who said in 2022 that the cost of Berkshire's Apple stake was only $31 billion. "So I called up Warren Buffett. "It's kind of more like an annuity and I think that's what Warren Buffett really sees as well." "When I buy Apple, I know that Apple is going to repurchase a lot of shares," he said in 2018.

Persons: Tim Cook, Warren Buffett, Berkshire Hathaway, behemoth, Buffett, He's, Cook, Apple, Warren, Ted Weschler, it's, Dan Eye, Buffett hasn't, Bernstein, Toni Sacconaghi didn't, Sacconaghi, Clayton Organizations: Warren Buffett Getty, CNBC, Berkshire, Apple, Bank of America, Buffett, Consumer Intelligence Research Partners, iPhone, Washington Post, Oracle, Fort Pitt Capital Group, Microsoft, The, Apple Watch, DOJ, Clayton Homes Locations: Omaha , Nebraska, Berkshire, Omaha, Cupertino , California, U.S

☆ Stocks making the biggest moves midday: Tesla, Roku, Apple, SoFi, Domino's and more
▼ + stars: | 2024-04-29 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

SoFi Technologies — The consumer fintech company's stock price plunged about 10% on disappointing second-quarter earnings guidance. AT & T — The telecommunications stock popped 2.8% after Barclays upgraded AT & T to overweight from equal weight, citing a "mismatch" between the company's valuation and its growth prospects. Apple — Shares rose more than 3% after Bernstein upgraded the tech stock to outperform from market perform. Dave — Shares popped 9.8% after JMP initiated coverage of the fintech company with an outperform rating. Shares popped 9.8% after JMP initiated coverage of the fintech company with an outperform rating.

Persons: FactSet, Tesla, Domino's, LSEG, Roku, David Joyce, Bernstein, Toni Sacconaghi, Dave —, Dave, AMC preannounced, Bob Bakish, —, Sarah Min, Tanaya Macheel, Yun Li, Lisa Kailai Han, Michelle Fox Organizations: Technologies, Elon, Sunday, U.S, Philips —, Philips, Barclays, Seaport Research Partners, Apple, Airlines —, Jeffries, AMC Entertainment Holdings, AMC, Paramount Locations: China, U.S

☆ Market is close to the bottom to be putting risk back on again, says Strategas' Chris Verrone
▼ + stars: | 2024-04-26 | 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 EmailMarket is close to the bottom to be putting risk back on again, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Squawk Box' to discuss the latest market trends, the latest technical signals after market sell-off, and more.

Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners

☆ Analyst discusses Las Vegas Sands' financial results
▼ + stars: | 2024-04-18 | 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 EmailAnalyst discusses Las Vegas Sands' results, says there's an 'unwarranted negative view' on sectorVitaly Umansky, global gaming senior analyst at Seaport Research Partners, discusses Las Vegas Sands' results, its Singapore market, and the outlook for the wider sector.

Persons: there's, Vitaly Umansky Organizations: Sands, Seaport Research Partners Locations: Singapore

☆ Amazon Prime looked like it had plateaued. Now a record 3 out of 4 Americans use it.
▼ + stars: | 2024-04-18 | by ( Eugene Kim | ) www.businessinsider.com time to read: +1 min

Amazon's Prime membership hit a record 180 million US shoppers in Q1, according to new estimates. Now a record 75% of Americans use the subscription service. AdvertisementJust over a year ago, Amazon's Prime subscription service looked like it had plateaued. Prime reached a record 180 million US shoppers in the first quarter, data from Consumer Intelligence Research Partners suggests. This story is available exclusively to Business Insider subscribers.

Persons: —, It's Organizations: Amazon's, Service, Consumer Intelligence Research Partners, Business

☆ Americans are obsessed with Amazon Prime, and it shows
▼ + stars: | 2024-04-17 | by ( Alex Bitter | ) www.businessinsider.com time to read: +1 min

Amazon Prime had 180 million members in March, according to new data. AdvertisementNow more than ever, you're more likely than not to be an Amazon Prime member. It also brings the share of US consumers who have Prime to 75%, per the report. Amazon did not immediately respond to a request for comment from Business Insider. This story is available exclusively to Business Insider subscribers.

Persons: — Organizations: Amazon, Bloomberg Businessweek, Service, Bloomberg, Consumer Intelligence Research Partners, Business

☆ There's been a pretty serious deterioration in the standard of living: Strategas' Jason Trennert
▼ + stars: | 2024-03-11 | 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 EmailThere's been a pretty serious deterioration in the standard of living: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of tariffs on inflation, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ The rally is over for Nasdaq stocks such as Netflix and AMD, according to Wall Street analysts
▼ + stars: | 2024-03-04 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

It may be downhill from here for some high-flying stocks in the Nasdaq. But for some stocks in the Nasdaq, their ascent may soon come to an end. One name on the list was streaming platform service Netflix , which is up 96% in the past year. The stock has rallied roughly 150% this past year, but could potentially fall 7%, according to average analyst estimates. Big-box retailer Costco also made the list, with analysts' price targets suggesting shares could slide 5%.

Persons: David Joyce, Raymond James, Gus Richard, —, John Melloy Organizations: Nasdaq, Federal Reserve, CNBC, Stock, Netflix, Seaport Research Partners, Devices, Northland Capital Markets, Costco Locations: Northland

☆ Stocks making the biggest moves midday: Norwegian Cruise Line, Unity Software, Viking Therapeutics and more
▼ + stars: | 2024-02-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Norwegian Cruise Line — The cruise ship operator soared 18% on strong forward guidance. Unity expects adjusted EBITDA to range between $45 million and $50 million, versus the $113 million expected by analysts polled by FactSet. Viking Therapeutics — The clinical-stage biotech soared more than 90% after fulfilling primary and secondary endpoints in its Phase 2 GLP-1 study. Earnings came in at $1.57 per share, beating expectations of $1.47 per share, according to LSEG, formerly known as Refinitiv. Revenue of $1.92 billion matched analysts' expectations.

Persons: Viking, LSEG, Cava, Wells, Duolingo, CarGurus, — AutoZone, Microstrategy, —, Sarah Min, Michelle Fox, Alex Harring, Jesse Pound, Yun Li Organizations: Cruise, Unity Software, FactSet, Therapeutics, Hess Corporation, Chevron, Exxon Mobil, China's, Offshore Oil Corp, Hess, Bank of America Securities, Seaport Research Partners, CleanSpark Locations: Cava

Its price target of $4,380 suggests nearly 18% upside from Friday's close. "We expect numbers to reset lower (again) with the downward revision a negative catalyst for the multiple, and the margin story likely being pushed out to 2025," wrote analyst Christian Carlino. Analyst Anthony Powell accompanied the move by raising his price target to $204 from $194, implying a potential 15% rally for the stock. The investment firm upgraded the airline stock to market-perform from underperform, boosting its price target to $32 from $26. His price target of $338 per share implies upside of just 5% from Friday's close.

Persons: Bernstein, Evercore, Piper Sandler, Brian Mullan, Mullan, — Jesse Pound, Aaron Kessler, — Michelle Fox, JPMorgan downgrades Holley, Holley, Christian Carlino, Carlino, HLLY, hasn't, — Lisa Kailai Han, AvalonBay, Anthony Powell, Powell, AVB, Lisa Kailai Han, Joshua Shanker, Morgan Stanley, bullish Tesla, Tesla, Adam Jonas, Jonas, Russell Quelch, Quelch, MSCI, Arun Viswanathan, Viswanathan, Rosenblatt, Hans Mosesmann, Mosesmann, Michael Linenberg, Linenberg, David Vernon, David Raso, Raso, Assuredness, Fred Imbert, ~$ ~$ Organizations: CNBC, Airlines, Southwest Airlines, Deutsche Bank, JetBlue, Caterpillar, Foods, . Restaurant, Seaport Research, Booking Holdings Seaport Research Partners, Booking Holdings, JPMorgan, Barclays, Bank of America, AIG, of America, Tesla Network, RBC, Ball Corporation, Markets, Ball Corp, Aerospace, BAE Systems, Ball, Micro Computer, Super Micro Computer, Micro, ASM, Spirit Airlines, Bernstein, Spirit, Boeing Max, ISI, CAT Locations: Southwest, Friday's

☆ It’s never been more expensive to be a Disney fan
▼ + stars: | 2024-02-07 | by ( Samantha Delouya | ) edition.cnn.com time to read: +6 min

Not only have theme park visits gotten more expensive, but so have Disney’s cruise vacations, souvenirs and the company’s streaming services. Over the summer, Disney quietly raised the prices at two of the adult-exclusive restaurants on board its cruise ships to $135 per person for dinner, a nudge up of $10, according to the Disney Cruise Line Blog. But one thing is certain: being a Disney fan has never been more expensive. Passengers stand on the deck of Disney Dream, a Disney Cruise Lines' ship, as it sails to the Bahamas on August 9, 2021. Joe Skipper/ReutersBrittany Huizinga, an Arizona-based travel agent at Smart Moms Travel, took a two-part trip with her husband and two children during the holiday season: The first four nights were spent at Walt Disney World and the last five nights on a Disney Cruise ship.

Persons: Walt, Gina Lee, ”, “, Disney, Ron DeSantis, Don Munsil, —, That’s, Minnie, Joseph Prezioso, Genie, we’ve, ” Munsil, Joe Skipper, Brittany Huizinga, Bob Iger, Mouse’s, Doug Arthur, “ It’s, Disney’s, Lee Organizations: CNN, Walt Disney World, Disney, Disney Vacation, Magic, Walt Disney, Anadolu Agency, Getty Images Parks, Disney Cruise Lines, Smart, Huber Research Partners, Disney’s ESPN, Fox Corporation, Warner Bros ., . Disney, Wayback Locations: Orlando , Florida, New York, —, Florida, Disneyland, California, Orange County , Florida, Bahamas, Arizona

☆ Seaport Research says a correction is here: 'The market is too narrow and policy is too tight'
▼ + stars: | 2024-02-06 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

"The market is too narrow and policy is too tight," Seaport macro strategist Victor Cossel wrote Tuesday. Cossel said the current market breadth for the S & P 500 , the Nasdaq 100 and the Russell 2000 is rolling over into the new year. Stocks have slipped to start the week after both the S & P 500 and Dow Jones Industrial Average closed at fresh record highs Friday . Tech stocks have led the charge that has driven the overall market higher, boosted by earnings results from Amazon and Facebook parent Meta Platforms . But the outperformance of tech stocks may come at a price to the broader market, Cossel said.

Persons: Victor Cossel, Cossel, Russell, Eli Lilly, Jerome Powell, — CNBC's Michael Bloom Organizations: Seaport Research Partners, Nasdaq, Federal, Dow Jones, Tech, Amazon, Facebook, Nvidia, Meta, Microsoft

☆ Everyone's talking about canceling Amazon Prime. New data suggests its growing again in the US.
▼ + stars: | 2024-01-30 | by ( Eugene Kim | ) www.businessinsider.com time to read: +4 min

Read previewMore people seem to be talking about canceling their Amazon Prime memberships. But new data suggests Prime membership growth may have bounced back in the US, after seeing a dip for the first time ever in 2022. The increase follows Prime's first-ever drop in membership growth in 2022, when CIRP said its survey data showed Prime "essentially stopped growing" in the US. "An increase in Prime members today means that more US consumers are finding Prime and therefore Amazon shopping is worth the investment in membership." Earlier this week, Amazon started showing ads on its Prime video streaming service for the first time.

Persons: —, CIRP, Bradley Mattinger, Amazon's, Mattinger, Doug Herrington Organizations: Service, Amazon, Wall Street, Business, Consumer Intelligence Research Partners

☆ Native American communities have the highest suicide rates, yet interventions are scarce
▼ + stars: | 2024-01-22 | by ( Cheryl Platzman Weinstock | Kff Health News | ) edition.cnn.com time to read: +12 min

He spent more than a week in an inpatient mental health unit, but once home, he was offered sparse mental health resources. Despite decades of research into suicide prevention, suicide rates among Indigenous people have remained stubbornly high, especially among Indigenous people ages 10 to 24, according to the CDC. Experts say that’s because the national strategy for suicide prevention isn’t culturally relevant or sensitive to Native American communities’ unique values. Several tribal communities are attempting to implement a similar system in their communities, said Cwik. Pamela End of Horn, a social worker and national suicide prevention consultant at IHS, said the Department of Veterans Affairs “has a suicide coordinator in every medical center across the U.S., plus case managers, and they have an entire office dedicated to suicide prevention.

Persons: Amanda MorningStar, “, ”, MorningStar, Ben, Ben MorningStar, Mary Cwik, ” Cwik, Joseph P, Gros, Stephen O’Connor, Teresa Brockie, Brockie, Fort Belknap, It’s, Cwik, Pamela, Department of Veterans Affairs “, Robert Coberly, Coberly, Dr, Sanjay Gupta, ” Ben MorningStar Organizations: Health, Blackfeet, Centers for Disease Control, Montana Budget, Policy, . Montana, CDC, Indian Health Service, IHS, Center, Indigenous Health, Johns Hopkins Bloomberg School of Public Health, Harvard University, Division of Services, Intervention, National Institute of Mental Health, ”, NIMH, National Institutes of Health, Mental Health Services Administration, Johns Hopkins School of Nursing, American Public Health Association, Department of Veterans Affairs, Oglala Lakota, Rural Behavioral Health Institute, CNN, CNN Health, Kaiser Health, KFF Locations: Heart Butte , Montana, United States, Heart Butte, Baltimore, Montana, Fort, Aaniiih, Fort Peck, Peck, Arizona, U.S, South Dakota, Tulalip, Washington

☆ Strategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'
▼ + stars: | 2023-11-30 | 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 EmailStrategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'Jason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, 2024 outlook, and more.

Persons: Jason Trennert Organizations: Strategas Research

The French bank also did not comment on plans to end its research partnership with Morningstar after more than four years. The expansion of the equities business by BNP comes as its Wall Street peers have reduced investment banking headcount this year amid sluggish trading and dealmaking activities. In Asia, BNP competes with large Western banks including Morgan Stanley (MS.N), Goldman Sachs (GS.N), JPMorgan (JPM.N) and UBS (UBSG.S), as well as a host of local investment banks in the cash equities business. One of the sources said BNP could boost its Asia equities headcount by as much as 20 over the next year. The bulk of BNP's in-house equities research team, mainly in Hong Kong and Singapore, departed as a result of that deal.

Persons: Dado Ruvic, Morningstar, Jean, Laurent Bonnafe, Morgan Stanley, Goldman Sachs, Jason Yates, BNP's, William Bratton, Exane, Bratton, " Yates, Selena Li, Sumeet Chatterjee, Jamie Freed Organizations: BNP, Bank, REUTERS, Morningstar, Deutsche, JPMorgan, UBS, Thomson Locations: HONG KONG, Asia, Asia Pacific, Europe, U.S, Russia, Ukraine, Pacific, BNP's, Hong Kong, Singapore, China, South Korea, India

☆ Homebuilders head for best month since May 2020
▼ + stars: | 2023-11-22 | 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 EmailHomebuilders head for best month since May 2020Kenneth Zener, Seaport Research Partners senior analyst, joins 'Closing Bell' to discuss homebuilders and more.

Persons: Kenneth Zener Organizations: Seaport Research Partners

Sunak told delegates that a “fundamental shift” is needed to confront a food-security crisis that is being worsened by climate change. He focused on the role of science and said the U.K. would set up a “virtual science hub” linking international researchers working on more resilient crops. “Climate change, conflict and population rise mean ever greater challenges to food supplies," Sunak said. “So we need a fundamental shift in the way we approach food security, with a focus on long-term solutions to stop food crises before they start. Political Cartoons View All 1256 ImagesThe summit coincided with publication of a “re-energized” U.K. development strategy aimed at ending extreme poverty and tackling climate change and biodiversity loss.

Persons: Rishi Sunak, Sunak, Melinda Gates, ’, David Cameron, ”, Melanie Ward, that’s Organizations: British, Food Security, United Arab Emirates, Children’s Investment Fund Foundation, Melinda Gates Foundation, Lancaster House, Medical Aid Locations: London, U.K, Somalia, Lancaster, Israel, Gaza, “, ”, United States

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