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☆ What does 'buy and homework' mean for investors? Here's how to get started
▼ + stars: | 2024-01-18 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Here's our Club Mailbag email investingclubmailbag@cnbc.com — so you send your questions directly to Jim Cramer and his team of analysts. The objective of staying current with Wall Street research, news events, industry trends and macroeconomic shifts is to answer one big question: Is my investment thesis still intact? 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, — Melissa Goldberg, Phil Fisher, Piper, Jim, Locker, Squawk, Virginia Sherwood Organizations: Wall, Club, Costco, CNBC Locations: Maxx

☆ Charles Schwab results have more to do with retail trading behaviour, says Piper Sandler's Moley
▼ + stars: | 2024-01-17 | 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 EmailCharles Schwab results have more to do with retail trading behaviour, says Piper Sandler's MoleyPatrick Moley, Piper Sandler, joins 'Closing Bell Overtime' to talk Charles Schwab earnings, the state of the retail trader and more.

Persons: Charles Schwab, Piper Sandler's Moley Patrick Moley, Piper Sandler

☆ Bitcoin has a lot of opportunities, ETFs will be a tailwind, says Piper Sandler's Craig Johnson
▼ + stars: | 2024-01-17 | 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 EmailBitcoin has a lot of opportunities, ETFs will be a tailwind, says Piper Sandler's Craig JohnsonCraig Johnson, Piper Sandler, joins 'Power Lunch' to discuss technical support for stocks JPMorgan CEO Jamie Dimon spoke about to CNBC.

Persons: Piper Sandler's Craig Johnson Craig Johnson, Piper Sandler, Jamie Dimon Organizations: CNBC

☆ Here are 7 portfolio stocks that can benefit from bigger tech budgets in the age of AI
▼ + stars: | 2023-12-12 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

In aggregate, the survey results point to a 60 to 70 basis point acceleration for IT spending growth in each of the next three years, with cloud spending growth much stronger at 150 to 300 basis points. Cloud and AI A rebound in cloud growth is expected thanks in large part the renewed focus and need to invest in artificial intelligence. In fact, 73% of the CIO respondents said they are "implementing now, plan to implement, or are testing generative AI." 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.

Persons: Piper Sandler's, Piper, OpenAI, Einstein, Jim Cramer, Jim Cramer's, Jim, Chino Organizations: Microsoft, Web Services, Google, IBM, Oracle, Nvidia, Piper, Broadcom, Marvell Technology, VMWare, Cybersecurity, Palo Alto Networks, Broadcom —, CNBC Locations: Silicon Valley, America

☆ Schwab is uniquely positioned ahead of potential rate cuts, says Piper Sandler's Patrick Moley
▼ + stars: | 2023-12-04 | 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 EmailSchwab is uniquely positioned ahead of potential rate cuts, says Piper Sandler's Patrick MoleyPatrick Moley, analyst at Piper Sandler, joins 'The Exchange' to discuss shares of Schwab, the impact of potential interest rate cuts next year and more.

Persons: Schwab, Piper Sandler's Patrick Moley Patrick Moley, Piper Sandler

☆ Monday's analyst calls: 30% upside for GM, Carvana upgrade, Anheuser-Busch downgrade
▼ + stars: | 2023-12-04 | by ( Brian Evans | ) www.cnbc.com time to read: +7 min

So far this morning there is a big auto stock upgrade and a big beverage downgrade, among other calls. Morgan Stanley dimmed its view on Citizens Financial , downgrading the stock to equal weight from overweight but maintained its $31 per share price target, implying roughly 9% upside. The firm made the chipmaker its top large cap pick on Monday, and reiterated an overweight rating alongside a $620 per share price target. The analyst raised his price target from $25 to $40, which represents 14% upside. "We continue to see ABI's broadly EM focused sales exposure as attractive combined with the company's market leading market share positions," analyst Mitch Collett said.

Persons: Morgan Stanley, Manan, Brian Evans, Piper Sandler, Piper Sandler's, Harsh Kumar, Kumar, Wells, Ike Boruchow, Boruchow, — Brian Evans, JPMorgan's Rajat Gupta, Carvana, John Melloy, Bud Light, Mitch Collett, Vijay Rakesh, Rakesh Organizations: CNBC, East West Bancorp, Citizens Financial, Citizens, West Bancorp, Nvidia, TAM, Wells, JPMorgan Carvan, JPMorgan, Deutsche Bank downgrades Anheuser, Busch, Deutsche Bank, Anheuser, Busch InBev, Staples, Beverages, Mizuho Securities Mizuho Securities, General, United Auto Workers, GM, Vehicles, UAW Locations: China, Wells, Friday's, North America, N.A

☆ There are better stocks to buy than GM now, says Piper Sandler's Craig Johnson
▼ + stars: | 2023-11-29 | 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 are better stocks to buy than GM now, says Piper Sandler's Craig JohnsonCraig Johnson, chief market technician at Piper Sandler, joins 'Power Lunch' to discuss the technical support for three stocks making news headlines.

Persons: Piper Sandler's Craig Johnson Craig Johnson, Piper Sandler Organizations: GM

☆ Retail landlords have the upper hand in renting, says Piper Sandler's Alexander Goldfarb
▼ + stars: | 2023-11-28 | 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 EmailRetail landlords have the upper hand in renting, says Piper Sandler's Alexander GoldfarbAlexander Goldfarb, managing director and senior research analyst at Piper Sandler, joins 'Power Lunch' to discuss the state of retail REITs after the Thanksgiving holiday shopping weekend.

Persons: Piper Sandler's Alexander Goldfarb Alexander Goldfarb, Piper Sandler

☆ Remain in high-quality stocks that can withstand volatile macro backdrop: Piper Sandler's Kantrowitz
▼ + stars: | 2023-11-28 | 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 EmailRemain in high-quality stocks that can withstand volatile macro backdrop: Piper Sandler's KantrowitzMichael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Squawk on the Street' to discuss the big surprise to Kantrowitz investment thesis going into the year, what the firm's price target will theorize, and more.

Persons: Piper Sandler's Kantrowitz Michael Kantrowitz, Piper Sandler

☆ This market can get to 4,825 by year-end, maintains Piper Sandler's Craig Johnson
▼ + stars: | 2023-11-27 | 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 EmailThis market can get to 4,825 by year-end, maintains Piper Sandler's Craig JohnsonHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Piper Sandler's Craig Johnson, Brian Sullivan, “ Organizations: CNBC

☆ Here were the biggest winners and losers from Black Friday
▼ + stars: | 2023-11-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Despite the seeming rush to shop, this Black Friday ushered in moderately higher promotions over last year and mixed in-store traffic, according to some Wall Street analysts. Black Friday winners Value-focused shopping destinations seemed to win big Friday, based on annual store checks from a slew of Wall Street shops. The Black Friday shopping extravaganza also ushered in some bullish sentiment toward Shopify . Black Friday losers Not every popular retailer seemed to kick off the holiday shopping period on a strong note. While Lululemon drove strong in-store traffic, helped in part by advertising use in Black Friday markdowns, Nike and Under Armour both showed higher promotions, said Piper Sandler's Abbie Zvejnieks.

Persons: Michael Lasser, Bradley Thomas, Thomas, Kohl's, Morgan Stanley, Alex Straton, Goldman Sachs, Kate McShane, JPMorgan's Matthew Boss, Piper Sandler's Korinne Wolfmeyer, Morgan Stanley's Keith Weiss, Bhavin Shah, shouldn't, Nordstrom, Straton, Lululemon, Armour, Piper Sandler's Abbie Zvejnieks, lululemon Organizations: Adobe Analytics, UBS, Walmart, KeyBanc Capital, Dick's Sporting Goods, Body, Deutsche, Eagle Outfitters, Nike Locations: U.S

☆ The consumer is looking for deals, luxury spending is down, says Piper Sandler's Ed Yruma
▼ + stars: | 2023-11-22 | 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 EmailThe consumer is looking for deals, luxury spending is down, says Piper Sandler's Ed YrumaEd Yruma, Piper Sandler managing director, joins 'Power Lunch' to discuss holiday shopping trends and what they say about the consumer.

Persons: Piper Sandler's Ed Yruma Ed Yruma, Piper Sandler

☆ 'We are at the very onset of a recession right now': A top Wall Street strategist shares a 'huge red flag' signaling the economy is heading into a downturn — sending stocks tumbling as much as 20%
▼ + stars: | 2023-11-18 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Right now, it's up 7.7% year-over-year and continues to rise, prompting Kantrowitz to say it's a "huge red flag for me." Still, while the unemployment rate is up to 3.9% from its 3.4% low earlier this year, unemployment claims have not spiked meaningfully. Piper Sandler"Regarding employment – I see enough data that has me convinced that we are at the very onset of a recession right now," Kantrowitz said. If the unemployment rate continues to tick upward, even slightly, it will likely trigger the Sahm rule mentioned above. Plenty of market onlookers see a recession in 2024, including DoubleLine Capital CEO Jeffery Gundlach and Citadel founder Ken Griffin.

Persons: Piper Sandler's Michael Kantrowitz, Kantrowitz, Piper Sandler, Sahm's, It's, Claudia Sahm, Jon Wolfenbarger, Wolfenbarger, Jeffery Gundlach, Ken Griffin, Goldman Sachs, Jan Hatzius, Brian Moynihan Organizations: Federal, Business, Institute for Supply Management's, Investor, Federal Reserve, National Federal, Independent, Treasury, Conference, DoubleLine Capital, Citadel, Bank of America

☆ 'The damage has already been done': A 31-year market vet shares 3 pieces of evidence that the labor market is about to collapse, sending the economy into recession and the stock market spiraling
▼ + stars: | 2023-11-11 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

The US economy added just 150,000 jobs, under the expected 180,000, and the unemployment rate rose to 3.9%, now 0.5% higher than its low earlier this year. Federal Reserve Bank of St. Louis/Bullandbearprofits.comSecond, the inverted yield curve is starting to steepen. An inverted yield curve has been an extremely reliable recession indicator over the last several decades. Bullandbearprofits.com"Proven leading indicators show that the unemployment rate is likely to start rising materially soon. Piper SandlerIn addition to the yield curve and employment indicators above, other recession indicators continue to point to a downturn ahead.

Persons: Jon Wolfenbarger, Merril Lynch, Wolfenbarger, Louis, bode, Piper Sandler's Michael Kantrowitz, Piper Sandler, Societe Generale's Albert Edwards, Edwards Organizations: JPMorgan, Federal Reserve Bank of St, National Federation of Independent, Fed, Bank of America, Societe Generale's, Generale, Edwards . Societe Generale Locations: lockstep, Edwards .

☆ These losing stocks could surge as the year winds down, Bank of America says
▼ + stars: | 2023-11-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

One investor's portfolio loser could be another's winning stock as 2023 draws to a close, according to Bank of America. Buy rated and cheap Bank of America screened for buy-rated stocks that fell at least 10% in 2023 through the end of October that were also overweight by long-only funds as of September. However, Bank of America still rates both names as buys – and others on Wall Street spot potential. Retailer Target is another name that made the cut, garnering a buy rating from Bank of America. Other stocks in Bank of America's list include agriculture play Mosaic , life insurer MetLife , defense giant Northrop Grumman , as well as gas and electric utility CenterPoint Energy .

Persons: Savita Subramanian, Dexcom, Insulet, –, Piper Sandler's Matt O'Brien, — CNBC's Michael Bloom Organizations: Bank of America, Internal Revenue, Bank of, Target, MetLife, Northrop, CenterPoint Energy Locations: Bank of America, Bank

☆ Markets will stay between a soft and hard landing, says Piper Sandler's Michael Kantrowitz
▼ + stars: | 2023-11-06 | 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 EmailMarkets will stay between a soft and hard landing, says Piper Sandler's Michael KantrowitzMichael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Power Lunch' to discuss his market outlook, job numbers, and more.

Persons: Piper Sandler's Michael Kantrowitz Michael Kantrowitz, Piper Sandler

☆ Everything is lining up right for these stocks, according to Piper Sandler
▼ + stars: | 2023-11-03 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

As the market gets off to a strong start for the new month, Piper Sandler sees the stars aligning for certain stocks. All stocks on the Piper Sandler list have an overweight rating. Piper Sandler's high-conviction list comes as stocks head for their best week of the year . E-commerce giant Amazon made the Piper Sandler list, underpinned by both its earnings growth and momentum heading into future results. The firm also noted that Amazon stock is headed toward its 52-week high and could break out above $146 per share.

Persons: Piper Sandler, Piper Sandler's, Thomas Champion, Lululemon, LULU, Abbie Zvejnieks, Zvejnieks, Amgen, Christopher Raymond, Raymond Organizations: Federal Locations: American, ecommerce

☆ I shopped Sephora and Ulta to compare selection and experience. There was a clear winner in each category.
▼ + stars: | 2023-11-03 | by ( Jennifer Ortakales Dawkins | ) www.businessinsider.com time to read: +2 min

AdvertisementAdvertisementAmong the stores Gen Z shops the most, Sephora and Ulta are neck-and-neck for the top beauty stores. But in the most recent survey, Sephora moved to the number one slot. AdvertisementAdvertisementThe Piper Sandler survey also found that both brands have some of the most successful loyalty programs among Gen Z. Of the female teens surveyed with membership accounts, 67% are Sephora Beauty Insiders, and 60% are ULTAmate rewards members. I visited Sephora and Ulta to see how they compare and what draws Gen Z to both brands.

Persons: Sephora, Ulta, —, Piper Sandler's, Gen Z, Louis Vuitton, Jean, Jacques Guiony, Piper Sandler, Gen, Z Organizations: Service, Gen, LVMH, Dior

☆ Microsoft starts selling its Copilot AI tool for email and documents
▼ + stars: | 2023-11-01 | by ( Jordan Novet | ) www.cnbc.com time to read: +4 min

On Wednesday, the company started selling the Microsoft 365 Copilot artificial intelligence add-on for its Office app subscriptions targeting businesses. Wong said Gartner encourages organizations to experiment with generative AI, which can create synthetic images and text with just a few words of human input. "I think getting to 20% will be reasonable within two to three years for technologies like Copilot, because there's going to be early adopters, and there's going to be fast followers," he said. Microsoft acknowledges on its website that "the responses that generative AI produces aren't guaranteed to be 100% factual." Microsoft says prompts and responses in Copilot aren't used to train language models and adhere to the company's privacy standards.

Persons: Piper Sandler, Brent Bracelin, Hannah Rudoff, Piper Sandler's, Bracelin, Satya Nadella, Nadella, we've, Jason Wong, Wong, Gartner, Piper Sandler's Bracelin, ChatGPT, aren't, Katie Stockton Organizations: Microsoft, Google, CNBC, Copilot, Bayer, KPMG, Mayo Clinic, Suncorp, Visa, Gartner, Companies

☆ Technical indicators suggest the 10-year bond yield is headed lower, says Piper Sandler's Johnson
▼ + stars: | 2023-10-25 | 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 EmailTechnical indicators suggest the 10-year bond yield is headed lower, says Piper Sandler's JohnsonCraig Johnson, Chief Market Technician at Piper Sandler, dives into the key technical signals for the markets.

Persons: Piper Sandler's Johnson Craig Johnson, Piper Sandler

☆ These stocks are trying to solve a major shortcoming of weight loss drugs: Shrinking muscle mass
▼ + stars: | 2023-10-22 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +9 min

One of the downsides of taking new anti-obesity medications is that patients tend to lose lean muscle mass along with body fat. "This is a major shortcoming in terms of not just quality of life for the patients who have to lose lean muscle mass, but there's actually room to improve on the weight loss and there [are] other metabolic benefits to improving your lean muscle mass ... [including] you might have better durability of weight loss." The drug is being tested in a phase 2b study alongside semaglutide to protect against loss of muscle mass. Until then, patients will need to watch what they eat and focus on exercise just as they would on any other weight loss regimen. When that occurs, muscle loss will be an even bigger issue than it is now.

Persons: Piper Sandler, Allison Bratzel, there's, Bratzel, Versanis, Eli Lilly, Eli Lilly's Mounjaro, they're, Lydia Alexander, Alexander, Sandler's Bratzel, incretins, Biohaven, Nestle, Ulf Mark Schneider, Jeff Jonas, Jonas, Stephens, Jim Salera, Atkins, Morgan Stanley, — CNBC's Michael Bloom Organizations: Wall, Nordisk's Ozempic, Obesity Medicine Association, Bristol Myers Squibb, Nestle, Gabelli, Quest, Foods Locations: Swiss

☆ This market is already oversold, says Piper Sandler's Craig Johnson
▼ + stars: | 2023-10-20 | 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 EmailThis market is already oversold, says Piper Sandler's Craig JohnsonHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Piper Sandler's Craig Johnson, Brian Sullivan, “ Organizations: CNBC

☆ Nvidia is still the darling of Wall Street analysts, despite new AI chip restrictions. But for how long?
▼ + stars: | 2023-10-20 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

But, like us, Wall Street analysts have not waivered in their buy recommendations on Nvidia, despite acknowledging the semiconductor giant's opportunity in China may be diminished long term. Morgan Stanley left its Nvidia earnings estimates unchanged but adjusted the premium it expects investors to pay for those future earnings. All three firms maintained buy-equivalent ratings on Nvidia stock. The tougher export rules announced Tuesday specifically hit a pair of Nvidia AI chips designed to comply with Washington's initial restrictions last year. The A800 and H800 have slower data-transfer speeds than the cutting-edge AI chips Nvidia sells to U.S. technology firms, such as fellow Club holdings Microsoft (MSFT) and Oracle (ORCL).

Persons: Morgan Stanley, –, KeyBanc, Piper, Jim Cramer's, Jim Cramer, Jim, Tyrone Siu Organizations: Nvidia, Wall Street, Club, NVIDIA, Citigroup, Microsoft, Oracle, ., Nvidia —, CNBC, Nvidia Corporation Locations: China, San Francisco, U.S, Taipei, Taiwan

☆ At 5%, this is where chart analysts say the 10-year Treasury yield is headed next
▼ + stars: | 2023-10-20 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

US10Y 5D mountain 10-year yield this week The benchmark 10-year Treasury yield briefly reached the 5% milestone late Thursday, raising questions of how long it will stay elevated and what the effect will be on stocks. "This is the last leg of the upmove" from the 2020 low, when 10-year yields touched 0.31%, he said. Fairlead Strategies founder Katie Stockton also pinned 5.25% as the next resistance level for the 10-year bond yield. Meanwhile, Piper Sandler's chief market technician Craig Robinson also said the 10-year yield is due for a pullback. Ciana, on the other hand, estimates the 10-year yield likely staying above 5% for a while.

Persons: Wolfe, Rob Ginsberg, Ginsberg, Paul Ciana, Elliott, Ciana, Katie Stockton, Piper, Craig Robinson, Robinson Organizations: Treasury, Atlanta, RBC, Wolfe Research, Bank of America Locations: Stockton

☆ Goldman Sachs says home prices are now more unaffordable for the average buyer than they were during the 2008 housing bubble. Here are the 2 things they say would have to happen for home prices to cra
▼ + stars: | 2023-10-12 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

It's even tougher to buy a home right now than it was during the peak of the mid-2000s housing bubble. For one, the labor market remains very strong, meaning demand will be supported — if people still have jobs, they still have money coming in to save for a home. Goldman SachsIn the Great Recession, rising unemployment hurt housing demand, bringing down home prices. Another reason Karoui thinks things are different today is what's happened in the adjustable-rate mortgage market. During the Great Recession, for example, unemployment stayed around current levels for several more months following Treasury yield curve inversion before rising meaningfully.

Persons: Goldman Sachs, Lotfi Karoui, Karoui, Goldman, Jan Hatzius, Piper, Michael Kantrowitz Organizations: Wall, Conference, Equity

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