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☆ Baird's three favorite plays on the future of energy and mobility going into earnings season
▼ + stars: | 2023-04-17 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Here are three that made the list: Tesla: The favorite Kallo called electric vehicle maker Tesla his favorite pick in the sector. TSLA YTD mountain Tesla Rivian: The long-term play Competitor Rivian , meanwhile, is a smart long-term play, Kallo said. On the other hand, he lowered his price target and estimates for 2024 deliveries to reflect a more conservative ramp-up. RIVN YTD mountain Rivian Wallbox: The non-vehicle pick Wallbox , which makes charging stations and technology, is another stock Kallo deems worth holding. That $11 price target would still be 32.6% lower than where the stock ended 2021.

☆ ETF outlook: Why Wall Street strategists aren't chasing a growth stock trade just yet
▼ + stars: | 2023-04-01 | by ( Jesse Pound | ) www.cnbc.com time to read: +6 min

The rally in growth and tech stocks in the first quarter caught much of Wall Street off-guard, but many ETF strategists are sticking to their call and not chasing the hot sectors quite yet. The big winners in the stock market during the first quarter were found among growth stocks. QQQ YTD mountain Growth stocks rebounded in the first quarter. One area that is popular among value investors is income funds, which can help investors offset market declines by generating cash. To be sure, the iShares strategy team has an improving view of growth stocks, at least in high quality names.

☆ These 74 stocks across 5 categories of AI are the top picks from the sector's leading fund managers.
▼ + stars: | 2023-03-18 | by ( Laila Maidan | ) www.businessinsider.com time to read: +11 min

These 74 stocks are picked by AI ETF managers. What she believes is unique about her fund is its heavy focus on quantum computing technology, making up 41.22% of the fund. While big data is used for different technologies, it enables AI to work with massive data sets in its machine-learning process. TipRanks, a financial technology website that uses AI to analyze financial data, created a stock list for what they deem are the best AI stocks based on popularity. TipRanks' list of nine of the best AI stocks have large market caps and are likely to remain relevant for a long time.

☆ How's the return to office going? Just look at shares of one of the largest office REITs
▼ + stars: | 2023-03-03 | by ( Scott Schnipper | ) www.cnbc.com time to read: +3 min

Vornado says it owns 20 million square feet of office space plus 2.6 million square feet of street retail space in Manhattan alone, 3.7 million square feet at The Mart in Chicago and a controlling stake in almost 2 million square feet of office in San Francisco. But in the New York metropolitan area last week, the rate fell to 46.7% from 47.8% the week before, Kastle said. In San Francisco, the rate was even lower last week, at 43.9%, while in Chicago it was 49.4%. Maybe that's why Deutsche Bank analyst Derek Johnston ranked office REITs last out of eight REIT industry groups in a monthly review released on Tuesday. In January, subsector year-over-year cap rates climbed the most for office owners, he said, up 80 basis points, or 8/10ths of a percentage point.

☆ Investors step into U.S. bank stocks, but with some caution
▼ + stars: | 2023-03-02 | by ( Sinéad Carew | ) www.reuters.com time to read: +4 min

The S&P 500 bank subsector (.SPXBK) is up 4.9% so far in 2023 slightly ahead of the benchmark S&P 500's (.SPX) 3.3% gain. But some investors are circumspect as banks themselves warned during earnings season in January that they expect higher loan losses and weaker demand for borrowing. The rate increases have boosted banks' income, giving them the go-ahead to charge higher interest rates for loans. But now, bank customers with savings accounts are seeking out higher interest rates on deposits, offsetting some lending gains. Barclay's analyst Jason Goldberg sees economic strength as a bigger factor for bank stocks this year than the Fed hikes path.

☆ The AI craze has sent some stocks soaring up to 300%. This list of over 74 stocks across 5 categories features the top picks from the sector's leading fund managers.
▼ + stars: | 2023-02-08 | by ( Laila Maidan | ) www.businessinsider.com time to read: +11 min

☆ Entrepreneurs, Small Business Owners in US, UK Paying Virtual Assistants $2.50 Per Hour
▼ + stars: | 2023-01-05 | by ( Aimee Pearcy | ) www.businessinsider.com time to read: +12 min

Virtual assistants help small-business owners with tasks like entering data, managing email, answering calls, creating client invoices, handling live chat support, and bolstering social-media engagement. Other virtual assistants aren't as fortunate. Since Jonas launched OnlineJobs.ph in 2009, he said, it has become a leading platform for Filipino virtual assistants, with over 2 million profiles offering services. Paying virtual assistants similar rates, regardless of whether they're also in a Western country, is an obvious solution. "Virtual assistants work with a client constantly.

☆ Here are Wednesday's biggest analyst calls: Tesla, Apple, Amazon, Exxon Mobil, Nike, Best Buy & more
▼ + stars: | 2022-12-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley names Exxon Mobil a top 2023 pick Morgan Stanley said Exxon Mobil is one of the best-positioned stocks heading into 2023. Morgan Stanley reiterates Apple as overweight Morgan Stanley said concerns about App Store competition are overdone. Bank of America downgrades Best Buy to underperform from neutral Bank of America said the environment is too challenging right now for Best Buy. Bank of America reiterates Nike as neutral Bank of America said it's cautious going into Nike earnings next week. Bank of America reiterates Alphabet as buy Bank of America said it's sticking with its buy rating on Alphabet but that investors need to hear more about the Google parent's cost-cutting initiatives.

☆ Japan business mood up, global slowdown weighs on outlook -poll
▼ + stars: | 2022-12-06 | by ( Tetsushi Kajimoto | ) www.reuters.com time to read: +3 min

Reflecting uncertainty in the outlook, however, the monthly poll, which parallels the Bank of Japan's (BOJ) tankan quarterly survey, found large manufacturers expected business conditions to hold steady in the coming three months, while the service-sector had a worsening outlook. The December sentiment index for large manufacturers stood at +8, up from +2 a month earlier, according to the survey, which was conducted from Nov. 22 to Dec. 2. The service-sector index rose to +25 from the +20 seen in November. For big manufacturers, the Reuters December index value was down 2 points from September, suggesting that the next headline figure from the BOJ tankan index for them will slip a tad. The service-sector index was 14 points higher in December than three months earlier.

☆ Wall Street's biggest landlords thought they had a great hedge against inflation. But now these giant homebuyers are getting slammed by rising costs — just like the rest of us.
▼ + stars: | 2022-12-05 | by ( Alex Nicoll | ) www.businessinsider.com time to read: +5 min

Two Wall Street analysts are seeing warning signs for big landlords like Invitation Homes. Raymond James downgraded its rating of Invitation Homes for the first time ever. Single-family rental companies face new challengesHigh interest rates mean that it costs substantially more for single-family rental companies to buy up thousands of homes. In key markets like Texas, Florida, and Georgia, property taxes may increase by 20 to 30% year-over-year, according to Raymond James. According to Carl and Rosivach, Invitation Homes' rent collection rolls are 2% lower than they were pre-pandemic, while on-time payments are 5% lower than they were pre-pandemic.

☆ Google must take 'more drastic actions' like layoffs because not enough employees will leave on their own, analyst says
▼ + stars: | 2022-11-16 | by ( Tom Dotan | ) www.businessinsider.com time to read: +3 min

Google's headcount grew much faster than its revenue during the third quarter. Google is now the last major holdout among tech giants to avoid laying off employees amid an economic slowdown. And while the company takes pride in the fact that it's never suffered mass layoffs in its history, there may be no other way out for Google, one analyst says. "Google is likely going to find it difficult to reduce headcount growth below revenue growth without more drastic actions," Shmulik wrote. In the last quarter Google hired around 12,000 new employees, making it 24% larger than it was during the quarter last year.

☆ AMD catches two upgrades on Wall Street that may signal a bottom in the chip industry's slump
▼ + stars: | 2022-11-14 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Advanced Micro Devices (AMD) is getting some love Monday in the form of upgrades from UBS and Baird, bolstering our recent decision to halt trimming any more of the chip designer's shares. However, AMD, like many of its peers, has been decimated on Wall Street, losing 48% in 2022. In fact, UBS analysts suggest it may even be possible that shipments fell to near zero in September. As a result, they expect the new chip, which marks a significant improvement in performance to accelerate AMD's market share gains. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Wall Street slashes price targets this earnings season. Here are 13 stocks that bucked the trend
▼ + stars: | 2022-11-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

As Wall Street banks cut share price targets across the board this earnings season, only a handful of companies have bucked the trend, an analysis by CNBC Pro reveals. About 20 stocks emerged with a meaningfully higher price target of 5% or more compared to a month ago. Of these, only 13 still offer a potential upside of at least 5% to their current share price . The median price target for SLB represents a 13.5% upside potential, according to FactSet data. Loews Corp was excluded from the analysis as price targets or estimates were unavailable during the analysis.

☆ Goldman Sachs shares exactly how to position your stock portfolio as a make-or-break Q3 earnings season kicks into high gear
▼ + stars: | 2022-10-25 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Goldman Sachs shared the investing playbook it recommends following right now. Since 1974, those three groups have had the best relative performance to the S&P 500 during periods of weak economic growth, Kostin wrote. "Our economists expect GDP to decelerate further, and risks to their forecast are tilted downward," Kostin wrote in the note. Goldman SachsFinally, Goldman Sachs recommends that investors avoid the following sectors and industries: technology hardware, industrials, media & entertainment, semiconductors, automobiles & components, and materials. Those parts of the market are economically sensitive and will be disproportionately hurt if the economic slowdown worsens, Kostin wrote.

☆ Andreessen Horowitz-backed startup takes on mass producing spacecraft
▼ + stars: | 2022-10-24 | by ( Michael Sheetz | ) www.cnbc.com time to read: +1 min

Los Angeles-based Apex Space, led by co-founders Ian Cinnamon and Max Benassi, wants to better produce spacecraft at scale. "The one element holding everything back is really on the satellite bus side. They enter an increasingly competitive space subsector of satellite bus manufacturing, with the likes of York Space, which recently reached a $1 billion valuation. But Cinnamon says the market standard is still "handmade" spacecraft that take years to evolve from order to design to delivery. "We're not designing a new satellite bus every single time.

☆ Goldman says this is the way to play the energy stock trade from here after a 40% gain this year
▼ + stars: | 2022-09-21 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

While the S & P 500 is down almost 19% for the year, the energy sector has thrived by comparison, having posted a roughly 40% gain in 2022. The firm said it expects Chesapeake to generate 15% free cash flow yield in 2023 and 10% the following year. Further, Weatherford has introduced initiatives to close its margin gap with peers and improve its free cash flow conversion, Goldman says. For oil and global exploration and production, Goldman looked at stocks trading at a discount to their net asset value. That includes Magnolia Oil & Gas , which the firm says is well positioned to generate double-digit free cash flow yield and dividend growth.

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