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The on-cycle recruiting process is not easy on these young bankers, who are often already working 80+ hour weeks in their new investment-banking jobs. The conventional wisdom on Wall Street has always been that the most hawkish PE firms walk away with the most impressive candidates. Odyssey doesn't participate in on-cycle recruiting because it prefers to fill positions in what is known as "off-cycle," or the months that follow the initial recruiting process. It all leaves me thinking about the PE recruiting cycles of the future. To be overly cautious, I've already penciled in a calendar reminder for 2025: "Monitor for PE recruiting cycle kickoff."
Persons: Thoma, Goldman Sachs, haven't, Emmalyse Brownstein, Anthony Keizner, They're, Keizner, spokespeople, , I've, I'm Organizations: Service, Wall, Business, Apollo, KKR, Thoma Bravo, JPMorgan, Search, Rice, BI, TPG, Bain Capital Locations: freaked, New York City, New York, Clayton, Dubilier, Thailand
How to trade Carnival before earnings using options
  + stars: | 2024-06-24 | by ( Michael Khouw | ) www.cnbc.com   time to read: +5 min
Both the dividend and debt levels have important implications for the stock's volatility, the price of options generally, and the relationship between the price of puts and calls. The trade All else equal, higher levels of corporate debt increase leverage and, therefore, the volatility of a company's equity. Carnival's options are nearly twice as expensive now as they were at the end of 2019, but the higher levels of debt justify higher prices. Typically, we do not recommend selling covered calls into earnings unless options prices are very high, as earnings provide a catalyst that can move a stock. In this case, an 8% implied move is substantial, but due to the high debt levels, it merely represents a fair price for the options.
Persons: Francis Scott Key Organizations: Management, CNBC, NBC UNIVERSAL Locations: Baltimore, Norfolk , Virginia
With the rise of remote and hybrid work following the pandemic, work relationships have forever changed. AdvertisementHow workplace connections have changedWith remote work, developing a work-spouse relationship is much more difficult due to limited in-person interactions. Still, Pillemer said, relationships aren't all lost with remote work. AdvertisementWigert noted that work best friends, work spouses, and similarly strong work connections can lead to being "more engaged, productive, and committed to their organization." What is your experience with work friendships, work spouses, and loneliness at work?
Persons: Erin Mantz, Mantz, Zeno, skews, they'll, Ben Wigert, Wigert, Vicki Salemi, Salemi, Julianna Pillemer, Pillemer, Joseph Fuller, Fuller, X, I'm Organizations: Service, Business, New York University, Harvard's Business School, Work Initiative
However, shares of heavyweight companies including Nike and Starbucks have not fared as well this year. The sneaker manufacturer has slipped about 12% in 2024, while Starbucks has pulled back more than 16%. Starbucks The coffee chain posted sluggish fiscal second-quarter results in late April, noting a stark decline in same-store sales. SBUX YTD mountain Starbucks stock. NKE YTD mountain Nike stock.
Persons: Goldman Sachs, Christine Cho, Morgan Stanley, Alex Straton, skews, Straton, Raymond James, RJ Milligan, amortization, Milligan Organizations: Nvidia, Nike, Starbucks, CNBC Pro, CNBC, Stock, Caesars Entertainment, Caesars Locations: SBUX, FY3Q24E, China
Buying stocks with a rising exposure to artificial intelligence could lead to outperformance later this year, according to Morgan Stanley. But for investors who have missed out on the AI trade, Morgan Stanley says it's not too late. In a recent note, a team of eight Morgan Stanley strategists led by Edward Stanley highlighted a group of stocks where artificial intelligence is beginning to play a bigger role in their business, which they called "the enablers." "We believe this strategy of picking stocks where AI materiality is increasing will continue to work for investors for the remainder of 2024," Morgan Stanley wrote. Earlier this week, both Morgan Stanley and Goldman Sachs reiterated buy ratings on First Solar.
Persons: outperformance, Morgan Stanley, Jensen, it's, Edward Stanley, enablers, Morgan, FactSet, Goldman Sachs, Bernstein, Stacy Rasgon, Melius, Raymond James, Josh Beck, Michael Bloom Organizations: Nvidia, Broadcom, Bernstein Research, JPMorgan, Facebook Locations: Thursday's
Citi double upgraded Best Buy to buy from sell, and its new price target indicates upside of 18%. MRVL YTD mountain MRVL year to date — Lisa Kailai Han 6:16 a.m.: Bank of America sticks to Nvidia as a top pick with 36% upside Nvidia remains a top pick for Bank of America. He also maintained his price target of $1,500 and named Nvidia a top pick following CEO Jensen Huang's keynote speech at the Computex expo this past weekend. Arya's price target implies that Nvidia stock could rise 36.8% from here, adding to its whopping 121% year-to-date rally. — Lisa Kailai Han 5:46 a.m.: Citi double upgrades Best Buy to buy rating from sell There's a rosy outlook for Best Buy ahead, according to Citi.
Persons: Kimberly, Clark, Goldman Sachs, Toshiya Hari, Hari, Marvell's, Lisa Kailai Han, Vivek Arya, Jensen, Arya, — Lisa Kailai Han, Piper Sandler, Masimo, Jason Bednar, Bednar, MASI, Steven Zaccone, Nik Modi, Modi, Fred Imbert Organizations: CNBC, Citi, RBC, Bank of America, Nvidia, Marvell Technology Marvell Technology, Enterprise Networking, Marvell, Sound, Kimberly, Clark Investors, RBC Capital Markets Locations: Friday's, Kimberly, KMB
Read previewScale has been a big part of Amazon's pitch for ads in Prime Video. Amazon doesn't regularly release viewership data, and one commonly heard suspicion is that Prime Video hasn't had any huge, original hits of late. It measures Netflix, Prime Video, Max, and Disney+ in 20 countries across the US, Canada, Europe, Latin America, and Asia. Here are some other other findings from Digital i:Netflix and Prime Video have similar viewer demographics, with Prime skewing slightly older. Licensed content makes up about half of viewing across Netflix, Prime Video, and Disney+, with the rest coming from originals.
Persons: , hasn't, Max skews Organizations: Service, Amazon, Business, Netflix, Disney Locations: Canada, Europe, Latin America, Asia
A top Wall Street analyst's stellar endorsement of TJX Companies makes us want to buy more shares of the discount retailer. Matt Boss of JPMorgan — Jim Cramer's favorite retail analyst — said Friday that several off-price retailers, including Ross Stores , Burlington Stores , and Club holding TJX, were buys. One possible catalyst for TJX stock is the company's quarterly earnings report this coming Wednesday before the opening bell. Part of the reason is also the growing appeal in off-price retailers and discounters as consumers in higher and higher income brackets seek value. "I continue to think that Costco is the stock to buy off of Walmart," Jim said Thursday.
Persons: Matt Boss, JPMorgan, Jim Cramer's, , Boss, HomeGoods —, Jim, TJX, Walmart's, Jim Cramer, Jeff Greenberg Organizations: TJX Companies, Ross Stores, Burlington Stores, JPMorgan, Walmart, Costco, TJX, CNBC, Universal, Getty Locations: Maxx, Port St Lucie , Florida
In the U.S., whether you're considered middle class or not may depend on where you live. In some states, you can earn over $150,000 and still be considered middle class. The personal finance site defines "middle class" as households with an annual income that is two-thirds to double a state's median income. In Maryland, you're considered middle class if your income falls between $65,641 and $196,922, according to GOBankingRates. Here's the income range that qualifies as middle class in every U.S. state, listed in alphabetical order.
Persons: GOBankingRates, It's Organizations: Survey, Maryland, Census Locations: U.S, — Maryland, New Jersey
TubiHow Tubi found a Gen-Z audienceTubi, which was acquired by Fox in 2020 for $440 million, didn't deliberately aim at Gen Z when it started in 2014. Because Gen Z spends so much time on social media, they're used to entertainment being free. "Gen Z is orienting themselves around shared interests, subculture interests. The plan is to turn fans into promotors, recognizing that Gen Z is heavily influenced by their friends' recommendations; the initiative is in beta. My thesis is not that people are going to cancel their Netflix subscriptions and go running to Tubi," Parlapiano said.
Persons: Tubi, Peacock, Max, Gen, Nicole Parlapiano, It's, it's, Rupert Murdoch, Fox, There's, didn't, they're, Parlapiano, we've, Carter, Anne Hathaway, Bijou Phillips, Joseph Gordon, Levitt, Chris Baker, Issa Rae's, Bridgerton's, Nicola Coughlan Organizations: Service, Fox, Nielsen, Disney, Hollywood, Business, YouTube, Netflix, FAST, ColorCreative, promotors Locations: Tinder, Tubi
A movement to rein in online pornography is rapidly intensifying, fueled by conservative outrage and growing unease over the accessibility of sexual content online, especially for children. Pornography is mentioned on the first page; banning pornography and locking up those who produce it are proposed on Page 5. He was an occasional guest at Hugh Hefner’s famed Playboy Mansion and made cameos in soft-core pornographic films produced by the company – though not in any scenes depicting sexual content or nudity. ‘Sex is the canary in the coal mine’The Supreme Court has deemed previous attempts to curb online pornography unconstitutional on First Amendment grounds. They were designed to protect adults from accessing adult content, which, of course, is their stated aim.
Persons: Donald Trump’s, Trump, , , Terry Schilling, Hugh Hefner’s, Stormy Daniels, Karen McDougal –, McDougal, Daniels, Kevin Roberts, ” Roberts, ” Roberts hasn’t, Ben Carson, Charlie Kirk, Chris LaCivita, Susie Wiles, President Trump, LaCivita, Wiles, Mike Stabile, ” Pornhub, , Robert Winterton, Pornhub, Solomon Friedman, It’s, ” Schilling, Paul Dans, Stabile, ” Stabile, Schilling, “ It’s, Stuart Brotman, Brotman –, Playboy’s Hefner –, Roberts, ” Brotman, Ben Bull, ” Bull Organizations: CNN, Trump, Heritage Foundation, Playboy, Heritage, Housing, Urban, Free Speech Coalition, US, Apple, Google, Facebook, , National Center, Media, Ethical Capital Partners, Republicans, US Department of Justice, University of Tennessee, GOP Locations: Manhattan, Washington, DC, Lake Tahoe, Texas, – Virginia, Montana , North Carolina , Arkansas , Utah , Mississippi, Louisiana, California, Knoxville
And it’s an alarming signal as some scientists warn 2024 is on track to be be even hotter still. Under the Paris Agreement in 2015, countries agreed to restrict global warming to 2 degrees above pre-industrial levels. Using data taken from temperature instruments during this period, the scientists found the Northern Hemisphere summer in 2023 was 2.07 degrees Celsius warmer than the pre-industrial period. To do this, they used detailed sets of tree ring records from thousands of trees across nine regions of the Northern Hemisphere, including North America and Scandinavia, but excluding the Tropics which lack good tree data. While the study can place the extraordinary Northern Hemisphere heat into historical context, it cannot be applied on a global scale, Esper said.
Persons: Bruna Casas, don’t, Richard A, Brooks, Jan Esper, , Kim Cobb, Esper, “ I’m, Laura Paddison Organizations: CNN, Northern, Central America, Getty, Johannes Gutenberg University, Brown University, Southern Hemisphere Locations: Paris, Northern, North America, Scandinavia, Europe, Central, Barcelona, Spain, Tokyo, AFP, Germany
TubiHow Tubi found a Gen-Z audienceTubi, which was acquired by Fox in 2020 for $440 million, didn't deliberately aim at Gen Z when it started in 2014. Because Gen Z spends so much time on social media, they're used to entertainment being free. "Gen Z is orienting themselves around shared interests, subculture interests. The plan is to turn fans into promotors, recognizing that Gen Z is heavily influenced by their friends' recommendations; the initiative is in beta. My thesis is not that people are going to cancel their Netflix subscriptions and go running to Tubi," Parlapiano said.
Persons: Tubi, Peacock, Max, Gen, Nicole Parlapiano, It's, it's, Rupert Murdoch, Fox, There's, didn't, they're, Parlapiano, we've, Carter, Anne Hathaway, Bijou Phillips, Joseph Gordon, Levitt, Chris Baker, Issa Rae's, Bridgerton's, Nicola Coughlan Organizations: Service, Fox, Nielsen, Disney, Hollywood, Business, YouTube, Netflix, FAST, ColorCreative, promotors Locations: Tinder, Tubi
Wedbush reiterates Apple as outperform Wedbush said it's standing by its outperform rating on shares of Apple . Bank of America reiterates Palantir as buy Bank of America said it's standing by its buy rating on shares of Palantir. Bank of America initiates Apogee Therapeutics at buy Bank of America said the biotech company has best-in-class potential. Bank of America upgrades Bumble to buy from neutral Bank of America sees "multiple expansion" for the dating app company. Bank of America reiterates Walmart as buy Bank of America said it's bullish heading into Walmart earnings on May 16.
Persons: Bernstein, Wedbush, Palantir, Wells, CRNC, Stifel, TD Cowen, Morgan Stanley, Raymond James, it's, Bumble, Lear, Tesla, Oppenheimer, Guggenheim Organizations: Nvidia, Citi, Cheesecake, Apple, Worldwide, " Bank of America, Bank of America, Mizuho, Apogee Therapeutics, Warner Brothers Discovery, HSBC, TPG, of America, Dominion, underperform Bank of America, Dominion Energy, Barclays, Nike, Walmart, Supercenters, Moffett Locations: WWDC, Palantir, OW, U.S
Super Micro Computer — The server vendor dropped 15% after missing revenue expectations for its fiscal third quarter. However, Super Micro beat analysts' expectations for its adjusted earnings and hiked its revenue guidance for its fiscal 2024 year. Starbucks posted adjusted earnings of 68 cents per share on revenue of $8.56 billion. Pfizer now expects adjusted earnings of $2.15 to $2.35 per share for the full year, higher than its previous forecast of $2.05 to $2.25 per share. Yum Brands — The fast-food giant lost nearly 4% after it reported quarterly adjusted earnings and revenue that missed analysts' expectations.
Persons: Joseph Otting, , Cowen, Skyworks, SiriusXM, Goldman Sachs, Powell, Estée Lauder —, Estée Lauder, Kraft Heinz, Pinterest's, Alex Harring, Yun Li, Lisa Kailai Han, Hakyung Kim, Michelle Fox Organizations: New York Community Bank, Super Micro, Starbucks, Pfizer, Apple, Amazon Web Services, CVS, Powell Industries, Wall, LSEG, Brands, KFC, Pizza, Taco, JPMorgan Locations: Houston, Taco Bell's
Barclays reiterates Advanced Micro Devices as overweight Barclays said the chipmaker is "best positioned" following earnings on Tuesday. JPMorgan reiterates Apple as overweight JPMorgan said it sees an attractive entry point ahead of Apple earnings on Thursday afternoon. JPMorgan upgrades Fifth Third to overweight from neutral JPMorgan said it sees earnings upside for the regional bank. JPMorgan upgrades 3M to overweight from neutral JPMorgan said shares of the company are compelling at current levels. Bank of America reiterates Pinterest as buy Bank of America said it sees "multiple tailwinds to aid growth & margins" following earnings on Tuesday.
Persons: Morgan Stanley, Tesla, JPMorgan, Wedbush, TD Cowen downgrades Skyworks, Cowen, Pinterest, Goldman Sachs, Goldman Organizations: Bank of America, Amazon, Barclays, AMD, JPMorgan, Apple, Nvidia, Seagate, HSBC, Deutsche Bank, Starbucks, Deutsche, Logitech, Meta Locations: China, 3QFY24, Pinner, SiriusXM
Here are Wells Fargo's top trades for the second quarter
  + stars: | 2024-04-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
The second quarter is underway, and Wells Fargo has laid out its top stock ideas to maximize investor returns during the period. Here are some of Wells Fargo's top names for the next three months: Wells Fargo is bullish on Amazon , naming the stock as an overweight tactical idea. Wells Fargo's $211 price target implies about 17% upside from Tuesday's close. Despite a difficult start to the year that saw shares slump about 5%, Wells Fargo anticipates about 15% upside in store for the coffee chain retailer. Wells Fargo named Tesla among its four underweight ideas for the quarter, citing slowing delivery growth and dwindling demand.
Persons: Wells, Stocks, Ken Gawrelski, Wells Fargo's, INSM, Tiago Fauth, Zack Fadem, Colin Langan's Organizations: Insmed, Starbucks, Citigroup, Devon Energy Locations: Wells Fargo, Wells, North America, Monday's
While donations to charity have been rising, the pool of donors is shrinking, as philanthropy becomes hyper-concentrated among a small group of ultra-wealthy mega-donors, according to a new study. While women make up11% of the ultra-high-net-worth population, they account for 22% of the larger givers, according to the study. Today’s ultra-wealthy donors also prefer to give through private foundations and donor-advised funds — which give them more control — rather than simply writing checks to the Red Cross or United Way. The top charitable cause for ultra-wealthy donors was education (at 54%), according to Altrata. "There is some evidence that the ultra-high-net-worth population has different skews from the broader population," Pasic said.
Persons: Melinda Gates, Robert Frank, Mark Suzman, Amir Pasic, Indiana University Lilly, , , Altrata, Pasic Organizations: Gates Foundation, Indiana University, Indiana University Lilly Family School of Philanthropy, Cross, Federal Reserve Locations: Khayelitsha, Cape Town , South Africa, Altrata, North
If you've spent any amount of time on social media apps like TikTok and Instagram, you're probably familiar with the seemingly endless stream of viral products popping up on your feed. And while something like a $45 Stanley Quencher cup or $25 bottle of COSRX Snail Mucin skin-care essence probably won't break the bank, regular, impulsive spending can seriously damage your finances if you're not careful. Americans spend hundreds on social-media driven impulse buysAmericans spend around $754 a year on spur-of-the-moment purchases made on social media platforms, according to Bankrate's September survey, the latest available data. While you shouldn't feel bad for treating yourself every now and then, you should be aware of how those purchases may be impacting your long term financial stability. How to get impulse spending under control
Persons: you've, Stanley Quencher, Gen Zers
Dividend-focused investors should look to switch out a hot chip stock for a slumping consumer play after the latest market rally, according to Morgan Stanley Wealth Management. Coffee chain Starbucks is joining the model portfolio, while red-hot Broadcom is on the way out. Starbucks has been battling rising labor costs in the U.S. and weak demand in China, a key international market. The addition of Starbucks helps bolster the consumer discretionary part of the Morgan Stanley Wealth Management model portfolio. The dividend yield for AVGO is 1.6% even after the company announced a dividend hike in December.
Persons: Morgan, Daniel Skelly, Skelly, SBUX, Laxman Narasimhan, Narasimhan, it's, — CNBC's Michael Bloom Organizations: Morgan Stanley Wealth Management, Broadcom, Starbucks, Morgan Locations: U.S, China
On a cold winter day, there’s nothing better than a cozy room that invites you to sink into a comfortable chair and curl up with a fuzzy throw. “No matter what type of home I’m working on, whether it skews more contemporary or more traditional, my goal is always to create something that’s cozy, warm and inviting,” said Shawn Henderson, an interior designer based in New York. “Most people seek that sense of comfort and security.”David Jimenez, an American designer based in Paris, has different words for that feeling. “You can call it coziness,” he said, “but you can also call it making a space feel more layered, more comfortable, more casual. It all adds up to the same idea: You feel like you want to put your feet up.”
Persons: , Shawn Henderson, ” David Jimenez Locations: New York, American, Paris
Analyst Mike Mayo assigned an overweight rating and $70 price target, which suggests more than 25% upside for shares. Analyst Bill Katz raised his price target by $14 to $128 on the outperform-rated company, which has seen roughly 74% share price growth over the past year. He upped his price target by $25 to $350, implying roughly 19.5% upside for the company, which will report fiscal fourth-quarter results on Wednesday. "While LT debates around monetization and competition have yet to be resolved, we think risk-reward now skews attractive given an improving cloud demand backdrop." It also raised its price target to $86 from $75, but the new forecast still implies downside of more than 13% going forward.
Persons: Morgan Stanley, HashiCorp, Wells, Mike Mayo, Mayo, — Pia Singh, TD Cowen, Cowen, Bill Katz, Katz, Jefferies, Brent Thill, Thill, Salesforce, bode, Sanjit Singh, Singh, Yifeng Liu, Fred Imbert Organizations: CNBC, HSBC, Moderna, Citigroup, Citi, Discover Financial Services, KKR, Salesforce, HSBC downgrades Moderna, Merck & Co Locations: Wells, monetization
Now, some 30 years later, the R&B singer will perform in his first Super Bowl halftime show. “He is one of the greatest displays of showmanship that we have ever seen,” Nicolas-Tyrell Scott, a London-based music critic, told CNN. His debut album — “Usher,” released in 1994 — barely caught the media’s attention. Musician Usher (aka Usher Raymond IV) records vocals for the song "U Will Know" on July 26, 1994 in New York City. “He is the heartthrob of R&B,” Scott said.
Persons: CNN — Usher, Usher, ” Nicolas, Tyrell Scott, Usher didn’t, “ Usher, , , Usher Raymond IV, Al Pereira, Michael Ochs, Lil Jon, Ludacris, , Nicki Minaj, Raymond, Raymond ”, will.i.am, ” Scott, There’s, ” Usher, Gareth Cattermole, Scott, Organizations: CNN, Super, , Michael Ochs Archives, Billboard, O2 Arena, YouTube, Las, Morning Locations: London, New York City, England, Las Vegas
“Xist is a very long RNA, 17,000 nucleotides long, or letters, and it associates with approximately almost 100 proteins,” Chang said. Chang wondered whether the clumps of protein molecules that arise when Xist connects with the X chromosome were a trigger for autoimmune disease. The experiments weren’t designed to show whether Xist or the related proteins cause autoimmune disease in the animals. The samples from patients with autoimmune disease produced higher levels of autoantibodies in reaction to proteins associated with Xist, the researchers found. Plus, environmental factors play a big role in autoimmune disease.
Persons: Howard Chang, Chang, , it’s, Montserrat Anguera, ” Anguera, wasn’t, ” Chang, “ It’s, Organizations: CNN, Stanford University, Cell, Stanford School of Medicine, University of Pennsylvania School of Veterinary Medicine Locations: United States, Montserrat
India's economy is expected to expand by 6.5% this year, according to IMF forecasts. The world's most populous nation was keen to talk up its prospects at the World Economic Forum in Davos. Advertisement"India has seized the moment," proclaimed housing minister Hardeep Singh Puri with confidence during a panel at the World Economic Forum in Davos last month. The 10-strong group of emerging market nations now accounts for 45% of the world's population and 28% of global GDP. AdvertisementSome economists have criticized the government's narrative as a "false growth story," highlighting discrepancies in the data and criticizing the methods used to calculate economic growth.
Persons: , Hardeep Singh, Smriti Irani, BI's Spriha Srivastava, that's, Narendra Modi's, Cash, Modi, SAJJAD HUSSAIN, I've, Andy Baldwin, EY, Narendra Modi, Brazil's Luiz Inácio Lula da Silva, Dan Kitwood, Getty, ISRO Goldman Sachs, Ashoka Mody, Rajesh Kumar Singh, Vladimir Putin, Singh Organizations: Economic, Service, BI, IMF, Business, Apple, ISRO, Princeton University, World Bank, US, of, Hindustan Times, Harvard Business Locations: Davos, India, China, Japan, Brazil, China India, India's, Ukraine
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