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Roughly 150 S & P 500 companies are slated to report next week, including Microsoft , Coca-Cola and Boeing . Tech giant Meta Platforms , slated to report Wednesday, has had its earnings estimates hiked by more than 21% over the past three months. The average earnings per share estimate for the automotive giant is up 22% in the past three months. The company is slated to report earnings Tuesday before the bell. Analysts on average have raised their earnings estimates by 38% over both the past three and six months.

Persons: Nick Raich, Doug Anmuth, General Motors, Tesla, — CNBC's Michael Bloom Organizations: Microsoft, Boeing, Investors, CNBC Pro, Tech, Meta, Facebook, JPMorgan, General, GM, Alaska Air, Royal Locations: America, Royal Caribbean

☆ The 2023 stock rally is no longer about just AI and Big Tech
▼ + stars: | 2023-07-08 | by ( George Glover | ) www.businessinsider.com time to read: +3 min

Big Tech stocks led US stock gains in the first half of 2023, fueled by an explosion of interest in AI. June was the benchmark S&P 500 index's best month since October, with a 6.5% gain that was close on the heels of the FANG+ group of New York Stock Exchange-listed Big Tech companies. "But, there were signs in June that mega-cap AI equities are consolidating, and that the rally is broadening to laggards," he added. "Far from being at risk of collapsing, stocks are actually looking healthier than they did when the AI rally really kicked off." Read more: Forget FAANG and GAMMA, the 'Magnificent 7' tech stocks - including Tesla and Nvidia - now dominate the market

Persons: Minerva, Kathleen Brooks, we're, Brooks, PulteGroup, Big, Mark Haefele Organizations: Big Tech, Service, Apple, Microsoft, Nvidia, New York Stock Exchange, General Electric, Meta, UBS, Swiss, Federal Locations: Wall, Silicon

☆ These were the top 10 performing stocks in the S&P 500 in the first half of 2023
▼ + stars: | 2023-06-30 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

US stocks have surged in 2023, with the S&P 500 entering a new bull market after a difficult 2022. These were the top 10 performing S&P 500 stocks in the first half of 2023. Much of the gains have been driven by hype around artificial intelligence, but the top 10 performing stocks aren't only tech names. From home builder companies to cruise line operators, these were the top 10 performing S&P 500 stocks in the first half of 2023. Royal Caribbean CruisesThe Blaster, Royal Caribbean Cruise Ships Royal Caribbean PressTicker: RCLYear-to-date gain: 105.5%4.

Persons: —, Hussein Faleh, Jenn Austin, Lisa Su Steve Marcus, Tesla Tesla, Nvidia Jensen Huang, Rick Wilking Organizations: Service, Nasdaq, General Electric General Electric, GE, Cruise, Reuters, Palo Alto, Royal Caribbean Cruises, Royal Caribbean Cruise Ships Royal Caribbean Press, Carnival Corporation, Nvidia, CES Locations: Las Vegas , Nevada, U.S

☆ Here are Thursday's biggest analyst calls: Target, Tesla, Toast, Chevron, Meta, Toll Brothers and more
▼ + stars: | 2023-06-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

JPMorgan downgrades Okta to neutral from overweight JPMorgan Chase said it sees too many macroeconomic pressures for the company. " JPMorgan downgrades Target to neutral from overweight JPMorgan Chase said in its downgrade of the stock it sees a "weakening" consumer. Bank of America initiates Toast as buy Bank of America said the restaurant tech company is "best in class." JPMorgan upgrades Domino's Pizza to overweight from neutral JPMorgan Chase said in its upgrade of Domino's that it's too cheap to ignore. Bank of America reiterates Dick's as buy Bank of America said it's bullish on the company's new store format.

Persons: Goldman Sachs, Goldman, Johnson, it's, Salesforce, JPMorgan downgrades, JPMorgan Chase, we've, Horton, PulteGroup, TOST, BorgWarner, Morgan Stanley, Tesla, XOM, Cowen, Phillips, Wedbush, Macquarie, Dick's, it's bullish, DKS Organizations: AAP, Barclays, JCI, RBC, Chevron, JPMorgan, JPMorgan downgrades Target, Deutsche Bank, " Bank of America, Bank of America, Restaurant Association, BorgWarner Deutsche Bank, Citi, Meta, ExxonMobil, UBS, CSX, Garden Entertainment, Knicks, Rangers, Networks Locations: Europe, New York

☆ Homebuilder ETFs could get another boost if the Fed stops after one more rate hike
▼ + stars: | 2023-05-03 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Mortgage rates are tied indirectly to the Fed through the yield on the 10-year Treasury note, and could still move around while the central bank is paused. The ETFs that track the industry have already outperformed this year, rebounding from dramatic declines in 2022. The rapid Fed rate hikes last year appeared to spook consumers, who saw their future monthly payments climb sharply just while they were in the midst of searching for new homes. ITB YTD mountain Homebuilder ETFs like the ITB have outperformed in 2023. And a relatively stable interest rate outlook should make it easier for the homebuilders to hit those raised estimates, according to their own executives.

☆ The housing market is showing signs of a rebound as cancellations for homes under construction drop to levels last seen during the pandemic buying boom
▼ + stars: | 2023-05-03 | by ( Phil Rosen | ) www.businessinsider.com time to read: +3 min

The rate of cancellations has dropped nearly to what was seen during the peak of the pandemic housing boom. A March survey by John Burns Research and Consulting found that builders reported an aggregate cancellation rate of 9% for purchases of new homes under construction. KB Home, for example, said its cancellation rate for the first three months of 2023 stood at 36%, down from 68% the quarter prior. "As we entered the spring selling season during the quarter, we began to see an increase in [housing] demand," Jeffrey Mezger, chief executive of KB Home said in March. "This reflected in part the targeted sales strategies we deployed, together with a stabilizing mortgage interest rate environment.

☆ I'm a bear when it's called for, like in 2007. But this stock market belongs to the bulls
▼ + stars: | 2023-04-30 | by ( Jim Cramer | ) www.cnbc.com time to read: +9 min

I have not been bombarded with as many warnings about how we are about to embark upon a wave of failures of all sorts — shadow banks, regional banks, commercial real estate lenders, real estate investment trusts — at any time since 2007. Let's take commercial real estate. I mention SL Green because it may be the most challenged of the REITs, real estate investment trusts, other than Vornado Realty Trust (VNO), a historically fine New York real estate concern, which just delayed its dividend. 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.

☆ Make these 12 investments with strong technical set ups right now while the broader market faces the risk of a 'climactic bear scenario,' according to a longtime chartmaster
▼ + stars: | 2023-04-27 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Chartmaster David Keller shared the three biggest risks facing the market right now. The S&P 500 may struggle to break past technical resistance of 4,200 and 4,300. He predicted that if the VIX rises to 20, the S&P 500 would fall to a vital support level of 3,800. The percentage of S&P 500 stocks trading above their 50-day moving average (in green) has fallen below 50% recently. David Keller, StockCharts.comPoor market breadth should be a serious concern for investors, Keller said.

☆ Big Tech earnings are on deck this week. Why that matters
▼ + stars: | 2023-04-23 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —With Microsoft, Alphabet, Amazon and Meta Platforms all slated to report earnings this coming week, investors are turning their attention away from bank earnings to Big Tech. Another major theme for tech earnings is the race toward artificial intelligence. Earnings reports from Meta Platforms (META), Boeing (BA) and ServiceNow (NOW). Earnings reports from Amazon (AMZN), MasterCard (MA), T-Mobile (TMUS), Keurig Dr Pepper (KDP) and Capital One (COF). Earnings reports from Exxon Mobil (XOM), Chevron (CVX), Colgate-Palmolive (CL) and New York Community Bancorp (NYCB).

☆ Big Tech earnings, crucial inflation call — here comes the biggest week of earnings season
▼ + stars: | 2023-04-22 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Stocks stuck to a holding pattern this week as investors brace for an incoming wave of Big Tech earnings and the Fed's favorite inflation reading. Earnings reports have generally been better than expected so far this first quarter. Humana (HUM) reports before the bell Wednesday; Meta Platforms and Pioneer Natural Resources (PXD) report after the bell Wednesday. ET: Personal Spending & Income (includes PCE Price Index) Club trades this week Just one trade: We added 150 shares of Coterra Energy (CTRA) on Wednesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Housing stocks are surging after data shows new home construction jumped in March
▼ + stars: | 2023-04-18 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

The iShares U.S. Home Construction ETF climbed Tuesday with shares of the country's largest home builders rising. Home construction fell 0.8% to a 1.42 million annualized rate, with a decline in construction starts of multifamily units. Despite the weakness in housing data, Bespoke outpointed that housing stocks have been rallying, pushing the ITB ETF close to 52-week highs. The ETF and housing starts data have tended to track each other over the past ten years. "They usually say the market looks six months forward, but in the case of housing stocks and housing data, recently it's been more like five," it said.

☆ Here are Friday's biggest analyst calls: Amazon, VF Corp, Deere, Netflix, Rivian, Nvidia & more
▼ + stars: | 2023-04-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on the stock. "Our Buy rating is based on: 1) positive feedback from our proprietary Sleep survey that points to healthy underlying US volumes, 2) lingering pent-up demand due to US staffing shortages." William Blair reiterates Charles Schwab as outperform William Blair said it's standing by its outperform rating on the stock heading into earnings next week. Barclays reiterates Disney as equal weight Barclays said it sees slowing streaming growth heading into Disney earnings in early May. " Stifel reiterates Microsoft as buy Stifel said it's standing by its buy rating on Microsoft heading into earnings later this month.

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Fed, banking crisis, GameStop
▼ + stars: | 2023-03-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

I think the industrial uses, the medical uses, the auto uses, the educational uses and the call center uses are front and center here. Multiple price target boosts for this Club stock. Increases price target to $154 per share from $100. Truist analysts increase price target to $20 per share from $15. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are Wednesday's biggest analyst calls: Meta, Charles Schwab, Apple, Spotify, Tesla & more
▼ + stars: | 2023-03-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Barclays reiterates Charles Schwab as equal weight Barclays said Street estimates are too high for Charles Schwab. Guggenheim upgrades Spotify to buy from neutral Guggenheim said Spotify shares present an attractive investment opportunity. Barclays upgrades Nike to overweight from equal weight Barclays upgraded the apparel giant after its strong earnings report on Tuesday. " Barclays reiterates Nvidia as overweight Barclays said Nvidia is still the "king" of AI after the company's GTC conference event Tuesday. Goldman Sachs reiterates Tesla as buy Goldman said Tesla is a key beneficiary of the Inflation Reduction Act.

☆ Top 10 things the Club is watching in the stock market Monday
▼ + stars: | 2023-03-06 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Morgan Stanley's Adam Jonas raises his price target on Ferrari (RACE) to $310 per share from $280. Pfizer (PFE) started with a neutral (hold) rating. Jefferies downgrades RH (RH), formerly known as Restoration Hardware, to hold, price target to $298 per share on concerns the luxury market is struggling to stabilize. Calls the chipmaker top cloud pick with a $275-per-share price target, ahead of multiple catalysts. General Electric (GE) coverage transferred at JPMorgan, which maintains neutral (hold) rating but increases price target to $88 per share.

☆ Mortgage rates drop to the 5% range for the first time since September
▼ + stars: | 2023-02-02 | by ( Diana Olick | In Dianaolick | ) www.cnbc.com time to read: +1 min

The average rate on the 30-year fixed rate mortgage has fallen to 5.99%, according to Mortgage News Daily. That sent bond yields higher, and mortgage rates follow loosely the yield on the 10-year Treasury. Mortgage rates peaked in October with the 30-year fixed at 7.37% and have been sliding since then. Stocks of the nation's homebuilders have been on a tear since rates started to fall back and several are seeing 52-week highs today. Both builders reported seeing renewed buyer interest in December, attributing that to lower mortgage rates.

☆ Homebuilder PulteGroup's quarterly profit beats estimates on higher house prices
▼ + stars: | 2023-01-31 | by ( ) www.reuters.com time to read: +1 min

Jan 31 (Reuters) - U.S. homebuilder PulteGroup Inc (PHM.N) on Tuesday beat Wall Street estimates for quarterly profit on the back of higher house prices in a tightening market. Higher prices have helped U.S. homebuilders offset the impact from rising prices of commodities, labor shortages and ongoing supply chain disruptions over the past year. Pulte's sales rose nearly 19% to $5.17 billion for its fourth quarter ended December 31, 2022. The homebuilder's quarterly net income rose to $882 million, or $3.85 per share from $663 million, or $2.61 per share, a year earlier. Analysts, on average, had expected PulteGroup's quarterly net income to be $2.93 per share on a revenue of $4.59 billion, according to Refinitiv.

☆ Stocks making the biggest moves premarket: McDonald's, UPS, General Motors and more
▼ + stars: | 2023-01-31 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

The company reported an adjusted $2.12 per share on $43.11 billion in revenue. United Parcel Service – Shares of UPS rose 1.9% after the company reported earnings that beat analyst expectations. The company reported earnings of $3.86 per share, well below a Refinitiv consensus estimate of $4.06 per share. The company reported $3.63 in adjusted earnings per share on $5.17 billion of revenue. Wall Street analysts were expected $2.93 in earnings per share on $4.58 billion of revenue, according to StreetAccount.

☆ Stocks making the biggest moves midday: GM, McDonald's, UPS, Pulte, International Paper and more
▼ + stars: | 2023-01-31 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

The company reported an adjusted $2.12 per share on $43.11 billion in revenue. Analysts surveyed by Refinitiv were looking for $1.69 in earnings per share on $40.65 billion in revenue. Smith — Shares skyrocketed 13.7% after the manufacturing company reported earnings of $0.86 per share, beating consensus estimates. UPS also raised its dividend and sanctioned a new $5 billion stock repurchase plan. Pentair — Shares of Pentair surged 9.2% after the water treatment company reported earnings that topped Wall Street estimates for earnings and revenue.

☆ Stocks may face an inflection point in the week ahead as the Fed meets and Apple posts earnings
▼ + stars: | 2023-01-27 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

The Fed's meeting Tuesday and Wednesday comes amid a flood of corporate earnings reports, with about 20% of the S & P 500 reporting that week. The most important day for earnings is Thursday, when Apple , Alphabet and Amazon report after the bell. The Nasdaq Composite was up 11% for the month as of Friday afternoon, well ahead of the 6.2% gain in the S & P 500. Traders have been watching the S & P 500 edge closer to the key threshold of 4,100 , its high from December. AAPL 1Y line apple Apple is also important because of the signals it can send about the strength of the consumer, supply chains and China's reopening.

☆ Inside homebuilding heir Bill Pulte's battle against a Twitter troll who turned out to be an executive at his former company
▼ + stars: | 2023-01-27 | by ( Alex Nicoll | ) www.businessinsider.com time to read: +6 min

Bill Pulte, the grandson of one of the homebuilding industry's most successful founders, has built a Twitter following of 3.2 million. He's such a believer in Twitter that the Pulte family office participated in Tesla CEO Elon Musk's bid for control, with an investment he says in the "millions of dollars." Pulte alleges that Jones used Twitter bots to harass him and the larger Pulte family with damaging, incendiary accusations, including that his father, Mark Pulte, was an arsonist. Additionally, he said Sheldon's account appeared to have interacted with at least one of Jones' Twitter accounts. With his suspicion that multiple executives were involved in the Twitter harassment, Pulte's digging in his heels.

☆ Cramer on the astonishing rise of offensive stocks — and what could come next
▼ + stars: | 2023-01-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

When I went over about 1,000 stocks this weekend, I was astonished to see that the stocks with the strongest charts were those in the most offensive categories. Not even a weaker U.S. dollar has meant anything to brace these stocks from a further fall. There's one group, though, that's just plain hard to call, and that's tech. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are Thursday's biggest analyst calls: Netflix, Meta, Apple, Tesla, Charles Schwab, Roblox, Amazon & more
▼ + stars: | 2023-01-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Bank of America downgrades Charles Schwab to underperform from buy Bank of America said in its double downgrade of Schwab that the Fed will stop hiking this summer, "removing a powerful near-term profit driver." Wells Fargo names Meta, Amazon and Alphabet top 2023 picks Wells says Meta, Amazon and Alphabet have "solid fundamentals" and should outperform in 2023. Deutsche Bank reiterates Tesla as buy Deutsche said the automaker could be a top performer in 2023. JPMorgan names Meta a top pick into earnings JPMorgan said Meta is well positioned into earnings next week. Bank of America reiterates Disney as buy Bank of America said the return of Bob Iger has been a boost to investor sentiment and that selling ESPN is not a slam dunk.

☆ Bank of America upgrades Toll Brothers, cites favorable setup for homebuilder stocks as rates decline
▼ + stars: | 2023-01-11 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Bank of America is getting more bullish on shares of Toll Brothers as mortgage rates decline from their peak. Analyst Rafe Jadrosich upgraded he homebuilding stock to buy from neutral, saying that the valuation looks compelling on a price-to-book basis. Toll Brothers' long build cycle also means it has yet to see the full impact of price hikes. Toll Brothers also bought about three-fourths of the land it owns before the pandemic, which should offer a "long runway for health margins," he added. He also upgraded shares of Pultegroup to a buy from a neutral rating, saying that its valuation looks attractive and he sees limited write-down risk.

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Netflix, Amazon, Salesforce, Levi's & more
▼ + stars: | 2023-01-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Bank of America downgrades Coinbase to underperform from neutral Bank of America said it sees too many headwinds for the crypto exchange. Goldman Sachs downgrades Jefferies to neutral from buy Goldman said it sees a "backlog decline" for the investment bank company. Bank of America upgrades Toll Brothers and Pulte Group to buy from neutral Bank of America upgraded several homebuilders, citing compelling valuations. "We upgrade PulteGroup to Buy (from Neutral), Toll Brothers to Buy (from Neutral), and Lennar to Neutral (from Underperform). Bank of America upgrades Dow to neutral from underperform Bank of America said it's taking a more "offensive" approach to the stock.

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