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☆ JPMorgan upgrades Walmart, says it's time to get defensive with consumer softening into the election
▼ + stars: | 2024-06-10 | by ( John Melloy | ) www.cnbc.com time to read: +1 min

The second half of this year is the perfect time for Walmart, according to JPMorgan. The firm upgraded Walmart to overweight from neutral and raised its price target to $81, which represents a 23% gain from Friday's close. Walmart also said it would hit the high-end of its full-year guidance as it won over more higher-income shoppers. JPMorgan said that, along with liking Walmart's individual merits, there was also a macroeconomic reason behind the call. JPMorgan said it was maintaining its 2024 EPS forecast of $2.57, which is above the $2.43 Wall Street consensus and raising its 2025 EPS estimate to $2.86.

Persons: Christopher Horvers Organizations: Walmart, JPMorgan Locations: Friday's

Analyst Stephen Grambling reiterated his overweight rating on shares, which he thinks should move higher based on potential earnings upside. Analyst Christopher Horvers upgraded the big-box retailer to overweight and hiked his price target by $15 to $81, which suggests 25.4% potential upside. Analyst Tom O'Malley's price target is now $145 per share, which implies 19.9% potential upside from Friday's close. Ramsey also attributed his new price target to the firm's latest data center modeling which estimates a software-based revenue breakout for Nvidia. He raised his price target to $150, which implies 40.8% upside from Friday's close.

Persons: Morgan Stanley, Stephen Grambling, Grambling, — Pia Singh, Christopher Horvers, Horvers, Tom, O'Malley, TD Cowen, Matthew Ramsey, Ramsey, Rajat Gupta, Gupta, CVNA, Joseph Moore, Moore, Fred Imbert Organizations: CNBC, Monday, JPMorgan, North America Gaming, Illinois Senate, Walmart, Nvidia, Barclays Barclays, Sovereign, Broadcom, AMD Locations: Illinois, North, IL

☆ Novak Djokovic out of French Open with knee injury
▼ + stars: | 2024-06-04 | by ( Matthew Futterman | ) www.nytimes.com time to read: +4 min

World No 1 Novak Djokovic has withdrawn from the French Open with a knee injury sustained in his round of 16 win against Argentine 23rd seed Francisco Cerundolo. Although Djokovic was able to get through on painkillers and adrenaline, the extent of the problem is too great for him to continue. If Djokovic chooses to undergo surgery on the tear, he would likely miss not just Wimbledon, which begins on July 1, but also the Olympic Games and US Open later this summer. Djokovic said Monday night, after another of his miraculous comebacks, that he had been experiencing pain in his right knee for several weeks. As of Tuesday evening in Paris, there was no decision yet on whether Djokovic would undergo surgery to repair the meniscus.

Persons: Novak Djokovic, Francisco Cerundolo, Roland Garros, ”, Casper Ruud, Djokovic, Ruud, Alex de Minaur, Alexander Zverev, Matthew Futterman, hasn’t, He’s, He’d Organizations: Argentine, French Tennis Federation, Norwegian, Olympic Games, Athletic, Wimbledon Locations: Serbian, Paris

☆ DuPont stock hits new high after an analyst's upgrade — why we're not buyers here
▼ + stars: | 2024-05-17 | 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. It's a "muted market," said Jim Cramer, where "there's not much happening in any single place." DuPont de Nemours stock jumped over 2% after Jefferies analysts upgraded the materials name to a buy from hold rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Jim, Jim Cramer's Organizations: CNBC, Dow, Nasdaq, DuPont de Nemours, Jefferies, DuPont, Palo Alto Networks, Street Locations: It's, Thursday's, Palo, Palo Alto

☆ Opinion: Russia can lose this war
▼ + stars: | 2024-05-08 | by ( Opinion Timothy Snyder | ) edition.cnn.com time to read: +6 min

And far too many of us, during Russia’s war of aggression in Ukraine, have believed that. Of its three most consequential foreign wars, the Red Army lost two. And the Russian army of today is not the Red Army. It was disproportionately Ukrainians who fought their war to Berlin in the uniform of the Red Army. Russia can lose this war, and should, for the sake of Russians themselves.

Persons: Timothy Snyder, Richard C, Levin, “, ”, Read, Leonid Brezhnev, Putin, Alexander Nemenov, Brezhnev, Vladimir Putin, Robert Nickelsberg Organizations: Global Affairs, Yale University, CNN, Russia, Getty, Red, Red Army, Soviet, Lease, Russian Empire, Russo, Fascism Locations: Nazi Germany, Russia, Ukraine, AFP, Poland, Afghanistan, USSR, Soviet Ukraine, Berlin, United States, Russian, Crimean, Japanese, Europe, Pacific, Kabul, Soviet Union, Crimea, Japan, Soviet, Ukrainian

☆ Trump heads to Ohio ahead of competitive Senate primary with huge stakes for November
▼ + stars: | 2024-03-16 | by ( Simone Pathe | ) edition.cnn.com time to read: +12 min

Then came the endorsement from DeWine, who had previously suggested he wouldn’t get involved in the Senate primary. “Everyone loves Mike DeWine, but that’s not where the party is right now,” said Ohio Republican consultant Bob Kish, who’s not working for any of the candidates. The fight to defeat BrownWhoever emerges from Tuesday’s primary, Brown is in for a tough race in a state that Trump twice carried by 8 points. But like Montana Sen. Jon Tester, the other Democrat running in a Trump state this year, he’s done it before. “The Senate race will be the main event in Ohio,” said a national Democrat working on Senate races.

Persons: Donald Trump, Bernie Moreno, who’s, Democratic Sen, Sherrod Brown –, Trump, Moreno, Sen, Matt Dolan, Frank LaRose, Brown, Barack Obama, Republicans –, Dolan, Ohio Republicans –, Rob Portman, Mike DeWine, Kareem Elgazzar, hasn’t, ”, Bob Clegg, ” Trump, “, J.D, Vance, Clegg, DeWine, wouldn’t, Paul Vernon, “ Matt, Chris Maloney, –, ” Maloney, he’s, Bob Kish, There’s, CNN’s KFile, ” Kish, Bernie, Montana Sen, Jon Tester, they’ve, West Virginia Sen, Joe Manchin, Gaelen Morse, Ben Kindel, Besides Brown, didn’t, Bob Taft’s, Sherrod, ” Sen, Sherrod Brown, Julia Nikhinson, Hillary Clinton, won’t, ” CNN’s David Wright Organizations: CNN, Republican, GOP, Democratic, Senate, Trump, Republicans, Ohio Republicans, Ohio GOP, Warren County GOP adjourns, Green Beret, Club, Cleveland Indians, Cleveland Guardians, Central State University, AP, Buckeye State, Republican Party –, “, West, PAC, Fund, Reuters, Democrat, Capitol Locations: Ohio, Warren County, Lebanon , Ohio, Mexico, Colombian, Wilberforce , Ohio, Montana, Trump, Columbus, Ohio’s suburbs, “

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Nvidia, Super Micro, Honeywell, Target & more
▼ + stars: | 2024-03-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Berenberg upgrades Honeywell to buy from hold Berenberg said the industrial conglomerate is well positioned. Roth MKM initiates Aspen Aerogels as buy Roth said it sees a "strong secular opportunity" for the insulation company. HSBC upgrades Target to buy from neutral HSBC said it likes the company's strategy following earnings on Tuesday. " Target's strategy aims to drive long-term sales growth market share gains and improve profitability Deutsche Bank upgrades Target to buy from neutral Deutsche upgraded Target following earnings on Tuesday. Argus initiates Super Micro as buy Argus said it sees "years" of growth for shares of Super Micro.

Persons: Berenberg, Morgan Stanley, Tesla, Roth MKM, Roth, JPMorgan, Wolfe, Evercore, Needham, SMCI Organizations: Honeywell, Barclays, Aspen, HSBC, Target, Deutsche Bank, Deutsche, JPMorgan, BBB, Citi, Madrigal Pharmaceuticals, Motors, RBC, EV, ISI, Bank of America, Google, Apple, Nvidia, NVIDIA, Crinetics Pharmaceuticals, Argus, Super Locations: China, Dominion

☆ Top Wall Street analysts recommend these 3 stocks for the long term
▼ + stars: | 2024-03-03 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Wall Street analysts remain focused on the long-term prospects of stocks with solid growth potential. Here are three stocks favored by the Street's top analysts, according to TipRanks, a platform that ranks analysts based on their past performance. The revised outlook reflected net sales growth across regions in the holiday sales quarter, led by continued strength in the Americas. Tarlowe highlighted that Abercrombie & Fitch continues to gain market share both domestically and worldwide. Overall, the analyst sees further upside to ANF's market share, sales and earnings.

Persons: Goldman Sachs, Toshiya Hari, Hari, TipRanks, Corey Tarlowe, Fitch, Tarlowe, Hollister, Kate McShane, McShane Organizations: Wall Street, Nvidia, Data Center, Abercrombie, Fitch, Jefferies, Hollister, Walmart Locations: Americas, U.S, India, Mexico, Central America, China, TipRanks

☆ Stocks making the biggest moves premarket: Domino's Pizza, Berkshire Hathaway, Moderna, Fluence Energy and more
▼ + stars: | 2024-02-26 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

HashiCorp — Shares of the software company popped 8% on the back of an upgrade by Morgan Stanley to overweight from equal weight. Berkshire Hathaway — Class B shares of Warren Buffett's conglomerate climbed nearly 3% on the back of a nearly 30% year-over-year surge in operating earnings for the fourth quarter. Monday.com — Shares ticked up 2% after Bank of America initiated the coverage of the cloud platform company with a buy rating. Fluence Energy — Shares added more than 5% after an upgrade to positive from Susquehanna Financial. Amer Sports — Shares popped 6% following a slew of positive initiations for the athletic company, which manufacturers the Wilson tennis racket.

Persons: HashiCorp, Morgan Stanley, Monday.com, Michael J, Funk, Biju Perincheril, Wilson, Amer Sports, Goldman Sachs, —, Jesse Pound, Michelle Fox, Lisa Kailai Han Organizations: Berkshire Hathaway —, Warren, JPMorgan, Bank of America, Fluence Energy, Susquehanna Financial, HSBC, Amer, Citi

☆ GEHC stock finally gets some respect after earnings. Those betting against it got slammed
▼ + stars: | 2024-02-06 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Business at GE Healthcare Technologies capped off 2023 on a strong note despite ongoing concerns about China. The quarterly earnings result from GE Healthcare on Tuesday is the best of both worlds. Quarterly commentary In addition to the mid-single-digit organic revenue growth, total company orders increased by 3%. The continued divergence in orders between the two companies suggests GE HealthCare is taking market share in the industry. A GE Healthcare Ltd. BioProcess machine stands on display during the International Pharmaceutical Expo (Interphex) in New York.

Persons: Eli Lilly, GEHC, It's, Jim Cramer, Philips, we're, GEHC's, We're, Jim Cramer's, Jim Organizations: GE Healthcare Technologies, The, Starbucks, GE Healthcare, General Electric, GE HealthCare, Management, JPMorgan Healthcare, Federal Reserve, CNBC, GE Healthcare Ltd, International Pharmaceutical, Bloomberg, Getty Locations: China, ultrasounds, MRIs, New York

☆ Jim Cramer tells investors to buy the earnings-driven declines in 2 portfolio stocks
▼ + stars: | 2024-02-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said Thursday that members should be aware that the iPhone maker will likely guide down on softer China sales. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stanley Black, Decker, Jim, it's, management's, Jim Cramer's Organizations: CNBC, Apple, Honeywell Locations: China

☆ We're buying more of this industrial stock following its Thursday post-earnings fall
▼ + stars: | 2024-02-01 | by ( Zev Fima | ) www.cnbc.com time to read: +2 min

Following Thursday's trade, Jim Cramer's Charitable Trust will own 560 shares of HON, increasing its weighting to 3.70% from 3.51%. 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 . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer's, Jim Cramer, Jim Organizations: Honeywell, CNBC

MINNEAPOLIS (AP) — U.S. Rep. Ilhan Omar got a prominent Democratic primary challenger Sunday when former Minneapolis City Council member Don Samuels announced he'll try once again to unseat her after coming close in 2022. But Omar — a Somali American and Muslim — has come under renewed fire for condemning the Israeli government’s handling of its war against Hamas. Jeremy Slevin, a spokesman for Omar, did not immediately return a phone message left Sunday seeking comment on Samuels' announcement. Omar has been critical of Hamas for attacking Israel and taking hostages — but even more so of Israel’s military response. That drew pushback from a strong supporter of Israel, House Democratic Leader Hakeem Jeffries, who issued a public show of support for Omar this summer.

Persons: Ilhan Omar, Don Samuels, he'll, Omar, Omar —, —, “, Samuels, beatable, George Floyd, Barack Obama, ” Samuels, Jeremy Slevin, Israel, Louis Park, Isaac Herzog’s, " Samuels, ”, Hakeem Jeffries, didn't, Sarah Gad, Tim Peterson, Dalia Al Organizations: — U.S . Rep, Democratic, Sunday, Minneapolis City Council, House Democrats, Hamas, Associated Press, WCCO Radio, Twitter, Israel, Israel Public Affairs Committee, House Democratic, AIPAC, Republican Locations: MINNEAPOLIS, Minneapolis, Somali American, Minnesota, Gaza, U.S, Somali, Russia, Ukraine, Iraqi American

☆ We're changing our Honeywell price target after a mixed quarter and conservative guidance
▼ + stars: | 2023-10-26 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

HON YTD mountain Honeywell YTD Unfortunately, Honeywell hit a 52-week low in Thursday's terrible market. Moreover, guidance for the remainder of the year was mixed: Sales are expected to be better than we thought. Honeywell repurchased 5.3 million shares during the quarter, more than double the amount purchased in the second quarter. Additionally, for both the full year and the current quarter, earnings performance is being suppressed by pension liabilities. Qualitatively, continued volatility is expected but management believes they can deliver further growth, margin expansion, and cash growth "in line or above EPS growth."

Persons: We're, it's, we'll, Vimal, Jim Cramer's, Jim Cramer, Jim, Michael Nagle Organizations: Honeywell, Revenue, LSEG, Management, Commercial Aviation, Defense, Aero, mangement's, Aerospace Technologies, Industrial Automation, CNBC, Honeywell International Inc, New York Stock Exchange, Bloomberg, Getty Locations: New York

The push into Iowa highlights the state’s make-or-break status for Mr. DeSantis’s long-shot effort to defeat former President Donald J. Trump. Mr. DeSantis hopes a surprise victory in Iowa’s caucuses, the first voting state of the Republican nominating contest, will make enough voters see that Mr. Trump is beatable — motivating them to quickly rally around Mr. DeSantis as the only candidate able to stop him. About a third of Mr. DeSantis’s campaign staff, including senior political and communications advisers, were informed on Wednesday morning that they would be expected to move into short-term housing in Iowa and work from offices in the state. His campaign now employs 56 people, including four Iowa staff members — a number that will soon grow to nearly two dozen, making Iowa a de facto second headquarters. The relocation completes a monthslong retooling of Mr. DeSantis’s campaign, which was in dire financial straits this summer — with delayed bills and unpaid invoices piling up — and had to do two rounds of mass firings in order to remain solvent.

Persons: Ron DeSantis, redeploying, DeSantis’s, Donald J, Trump, DeSantis, — Organizations: Iowa, Republican, Mr Locations: Florida, Tallahassee, Des Moines, Iowa’s, Iowa

If opinion polls are to be believed, Donald Trump has the 2024 Republican presidential nomination in the bag. But in a recent Times Opinion focus group with 13 Republican voters who are looking at candidates other than Mr. Trump, the idea that the race was all but over sounded off base, either because they don’t know any other Republicans who want Mr. Trump back in office or because he seems beatable for the nomination. “My Republican friends say they are for anybody but Trump,” said one focus group participant, Carrie, a 55-year-old from Michigan. In the end, we wanted to know, if the race came down in 2024 to Mr. Trump and President Biden, would they give in and vote for Mr. Trump? It was the most painful question for some of them — and yielded bad news for Mr. Trump but no silver lining for Mr. Biden, either.

Persons: Donald Trump, Trump, “, ”, Carrie, Ron DeSantis, Vivek Ramaswamy, Nikki Haley, Sara, Biden Organizations: Republican, Trump, Mr Locations: Michigan, Virginia, South Carolina

☆ Trump Looks Beatable in Early States
▼ + stars: | 2023-08-24 | by ( Karl Rove | ) www.wsj.com time to read: 1 min

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/trump-looks-beatable-in-early-states-iowa-nh-polls-indictment-baaa4070

Persons: Dow Jones, baaa4070 Locations: iowa

☆ Iowa Republican caucus-goers love Trump more than ever, even after he attacked their governor: poll
▼ + stars: | 2023-08-21 | by ( Brent D. Griffiths | ) www.businessinsider.com time to read: +3 min

Donald Trump holds a commanding lead in a new poll of likely Iowa caucus-goers. A new Register/NBC News/Mediacom Iowa Poll found that Trump is viewed favorably by 65% of likely GOP caucus-goers and unfavorably by 33%. A whopping 81% of likely caucus-goers view her favorably, including 50% who view her very favorably. A majority (52%) of likely caucus-goers said they could still be persuaded to support another candidate. The Iowa Poll was conducted Aug. 13-17, 2023 by telephone.

Persons: Donald Trump, it's, Kim Reynolds, Trump, Texas Sen, Ted Cruz, Ann Selzer's Selzer, Reynolds, Ron DeSantis, Sen, Tim Scott of, Trump's, Tim Scott, Nikki Haley, Vivek Ramaswamy, Mike Pence, Iowans Organizations: Iowa Republicans, Trump, Service, Iowa Republican, Gov, Des Moines Register, Texas, NBC, GOP, J, Republicans, Florida Gov Locations: Iowa, Wall, Silicon, Tim Scott of South Carolina

☆ Gov. Chris Sununu: This Is How to Beat Trump - The New York Times
▼ + stars: | 2023-08-21 | by ( Christopher T. Sununu | ) www.nytimes.com time to read: +2 min

To win, they must break free of Mr. Trump’s drama, step out of his shadow, go on offense, attack, and present their case. While the other Republican candidates are running to save America, Mr. Trump is running to save himself. Chris Christie, who has done great work exposing Mr. Trump’s weaknesses, must broaden his message and show voters that he is more than the anti-Trump candidate. If Mr. Trump is the Republican nominee for president in 2024, Republicans will lose up and down the ballot. And Mr. Trump, ever the narcissist, will spend the entire campaign whining about his legal troubles and bilking his supporters of their retirement savings to pay for his lawyers.

Persons: Donald Trump, Trump, Tim Scott, Ron DeSantis, Vivek Ramaswamy, Chris Christie, —, Jimmy Carter, Joe Biden’s, Trump’s, bilking Organizations: Republican, Trump, Associated Press, NORC, for Public Affairs Research, statehouse, Republicans Locations: America, Iowa, New Hampshire

☆ How G.O.P. Views of Biden Are Helping Trump in the Republican Primary
▼ + stars: | 2023-08-20 | by ( Shane Goldmacher | More About Shane Goldmacher | ) www.nytimes.com time to read: +1 min

Ron DeSantis of Florida has run into a surprising buzz saw in his bid to sell himself as the Republican Party’s most electable standard-bearer in 2024 — and it has more to do with President Biden than it does with Donald J. Trump. For months, Republican voters have consumed such a steady diet of clips of Mr. Biden stumbling, over words and sandbags, that they now see the 80-year-old Democratic incumbent as so frail that he would be beatable by practically any Republican — even a four-times-indicted former president who lost the last election. The focus on “electability” — the basic notion of which candidate has the best shot of winning a general election — was most intense in the aftermath of the disappointing 2022 midterms. Republicans were stung by losses of Trump-backed candidates in key swing states like Arizona, Michigan and Pennsylvania. And the issue offered a way to convince a Republican electorate still very much in the thrall of Mr. Trump to consider throwing its lot in with a fresh face in 2022.

Persons: Ron DeSantis, Biden, Donald J, Mr, —, DeSantis, Trump, thrall Organizations: Republican, Trump Locations: Florida, Arizona , Michigan, Pennsylvania

☆ Why Trump’s second indictment may not sink him in 2024
▼ + stars: | 2023-06-11 | by ( Harry Enten | ) edition.cnn.com time to read: +4 min

CNN —The evidence in the indictment against Donald Trump for his alleged mishandling of classified documents after leaving office can seem “jaw-dropping”. Keep in mind, though, that 50% of Americans indicated in an ABC News/Ipsos poll after his New York indictment related to alleged hush money payments to adult film star Stormy Daniels. Biden was a point ahead of him in an average of national surveys before the New York indictment. There have been some signs, however, that Trump’s post-New York indictment bump has stalled and even receded somewhat. Whether another indictment is the way to eat into his support among Republicans is a whole other question.

Persons: Donald Trump, Trump, Stormy Daniels, shouldn’t, Joe Biden, Biden, Ron DeSantis Organizations: CNN, ABC News, Washington Post, Trump, ABC, GOP, Florida Gov, Republican, Republicans Locations: New York, York, Miami

☆ Another Grand Slam final lost, but Ruud hopes he won respect at French Open
▼ + stars: | 2023-06-11 | by ( Julien Pretot | ) www.reuters.com time to read: +3 min

PARIS, June 11 (Reuters) - Casper Ruud has now lost the three Grand Slam finals he has played, but the Norwegian believes he has earned something at the French Open this year - the respect of his peers. Ruud lost 7-6(1) 6-3 7-5 against Novak Djokovic in his second straight final at Roland Garros on Sunday as the Serbian claimed a record-breaking 23rd men's Grand Slam title. "Obviously anyone you play in a Grand Slam final is going to be a good player. I played very tough players, as you say," the 24-year-old Ruud said. Ruud, however, can look ahead with some confidence as his consistency is likely to give him another shot at a Grand Slam title.

Persons: Casper Ruud, Ruud, Novak Djokovic, Roland Garros, Rafael Nadal, Carlos Alcaraz, I've, Rafa, Carlos, Novak, Casper didn't, Djokovic, I'm, It's, Julien Pretot, Toby Davis Organizations: U.S, Thomson Locations: Norwegian, Serbian, New York

☆ Here are Wednesday's biggest analyst calls: Tesla, Coinbase, Apple, Microsoft, Alphabet, Roku & more
▼ + stars: | 2023-04-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Needham upgrades TransUnion to buy from hold Needham upgraded the stock after its earnings report Tuesday. Deutsche Bank reiterates Apple as buy Deutsche said it's standing by its buy rating heading into earnings next week. Bank of America downgrades Danaher to neutral from buy Bank of America downgraded the commercial products company after a "disappointing" earnings report. Bank of America reiterates General Motors as buy Bank of America said it's standing by its buy rating after the company's earnings on Tuesday. " Bank of America reiterates Roku as buy Bank of America said it's bullish heading into Roku earnings after the bell on Wednesday.

☆ Opinion: Why Biden has little 2024 Democratic opposition
▼ + stars: | 2023-04-21 | by ( David Axelrod | ) edition.cnn.com time to read: +7 min

CNN —President Joe Biden was the toast of Ireland last week, as he was treated to a hero’s welcome in a pageant-laden return to his ancestral home. Biden, who is expected to formalize his plans next week, has a significant body of achievements on which to run. So is the absence of a real primary challenge simply the luck of the Irish? Perhaps with that primary battle in mind, Biden has worked assiduously to court the progressive wing of the party, from which such Democratic primary challenges generally arise. Finally, there is former President Donald Trump, whose candidacy is a boost to Biden among Democrats.

☆ Top tech analyst Mahaney has 2 buys and a short going into first-quarter earnings
▼ + stars: | 2023-04-13 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Evercore ISI is gearing up for first-quarter tech earnings by making short-term, bullish calls and a tactical bearish recommendation. Well-known technology analyst Mark Mahaney said underperformance in first quarter earnings is less likely given the negative revisions already seen across the tech sector in recent quarters. 1-ranked analyst for five years, named two two of his favorite tech names going into first quarter earnings, and one stock to bet against. Wall Street's consensus for Meta's first-quarter revenue is reasonable while the second quarter's is beatable, Mahaney argued. While industry checks were in line with forecasts through the beginning of March, demand appears to have cooled later in the quarter, Mahaney said.

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