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☆ Sam Altman's act may be wearing thin
▼ + stars: | 2024-03-26 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +7 min

download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . In today's big story, we're looking into how some in Silicon Valley are starting to sour on OpenAI's Sam Altman . AdvertisementFrom hardball tactics when raising funds to relentless self-mythologizing about his role in the future of tech, Altman's act is wearing thin on some . Even VCs uninterested in AI deals are quickly becoming servants to Altman's AI empire. Big market, fall hard.

Persons: —, Baltimore's Francis Scott Key, Sam Altman, Alastair Grant, Rebecca Zisser, Darius Rafieyan, Altman, Elon Musk, à, Steve Jobs, VCs, Samantha Stokes, Eric Baradat, Torsten Slok, David Rosenberg, BofA, Drew Watson, Birkin, Abanti Chowdhury, Elon, Don Lemon, that's, Musk, Mark Zuckerberg, Google's, Meta, Dave Calhoun, Aaron Schwartz, Adam Neumann, Neumann, Robert F, Kennedy Jr, Dan DeFrancesco, Hallam Bullock, George Glover, Grace Lett Organizations: Business, Service, Baltimore Fire Department, Tech, Apple Vision, NFL, ChatGPT, Kruze Consulting, Apollo Global Management, Federal Reserve, Bank of America, Abanti, Getty Images, Street Locations: Silicon Valley, Plenty, Big, Orlando, New York, London, Chicago

☆ These stocks may have trouble living up to expectations for a big earnings turnaround this year
▼ + stars: | 2024-03-26 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

This in effect creates an 'implied' 2H of 2024 guidance that is perhaps excessively optimistic," CEO Adam Parker wrote Sunday. Parker's warning comes after S & P 500 reported earnings growth of 4.2% for the fourth quarter on a year-over-year basis, per FactSet. He also screened for stocks in which there's a big difference between earnings expectations for the first and the second half of the year. Parker surmises that these stocks may disappoint on these aggressive earnings turnarounds. Consensus estimates from analysts surveyed by FactSet suggest the stock, which is down nearly 5% this year, could gain 13.2% from Monday's close.

Persons: Adam Parker, Parker, AbbVie, FactSet, Wells Fargo, Estee Lauder Organizations: Research, Abbott Laboratories, Humana, Pharmaceutical, FactSet, Mondelez International, Procter, Gamble Locations: —, China, Monday's

☆ 'The higher they go, the harder they fall': A veteran bear says US stocks could crash 39% as earnings disappoint — but investors can manage risk by making these 10 moves now
▼ + stars: | 2024-03-25 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

"And I sort of look at the stock market right now as that clown of the circus blowing up the balloon." That earnings multiple is based on future earnings prospects, the economy, and interest rates. When the Federal Reserve cuts interest rates and the yield curve steepens, he said big banks should bring opportunities. "There will be areas to dip your toes in, but not for the overall market," Rosenberg said. He's bullish on long-term bonds and gold as the Fed cuts interest rates.

Persons: —, David Rosenberg, Rosenberg, he'll, they've, It's, " Rosenberg, he's, He's Organizations: Service, Rosenberg Research, Business, Equity, Federal Reserve, Nikkei Locations: Japan

☆ An award-winning fund manager explains the investing process that's delivered 4 top-2% finishes in the last 5 years — and shares the income-maximizing strategy that has him swimming in cash
▼ + stars: | 2024-03-23 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

The fund manager hasn't departed from the offense-defense strategy he outlined last summer, and he's still confused as to why more of his counterparts haven't followed suit. Related storiesThe top fund manager added: "So that leads people to this conclusion that maybe I should just index and put it all in the S&P 500. Diversifying in these ways reduces risk while improving returns, the fund manager said. There are several considerations when looking at corporate bonds, Miller said, including the issuing company's debt load, cash flow, and industry. After explaining his process for selecting corporate bonds, Miller mentioned a few companies with attractive debt.

Persons: David Miller didn't, Miller, Morningstar —, hasn't, he's, haven't, you'd, that's, —, Miller doesn't Organizations: Systematic Alpha Fund, Business, Retail, Catalyst Funds, BNP, Constellation Brands, Modelo, McDonald's, HCA Healthcare Locations: Europe, Japan, Corona

☆ Build a tax-efficient portfolio with these funds, Bank of America says
▼ + stars: | 2024-03-19 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

April 15 is the deadline for taxpayers to file their income tax returns and pay sums owed for 2023. MLPs themselves aren't subject to federal income taxes, but limited partners owe taxes on the income distributed. MLPX has a total return of 7.6% in 2024, and MLPA's year-to-date total return is 9.3%, according to Morningstar. In 2024, IYK has a total return of nearly 4.7%, while XLU's total return is about 0.7%, according to Morningstar. MFM's total return this year is 3.66%, and NZF has a total return of 3.4% in 2024, according to Morningstar.

Persons: Jared Woodard, Woodard, —, MLPX, IYK, Morningstar, XLU, NZF Organizations: Bank of America, MLP & Energy Infrastructure, X MLP, Morningstar, Consumer Staples, Income Trust, Income Locations: MLPs, Indonesia, America, Nuveen

☆ Here's our fourth-quarter earnings report card for 31 stocks in the portfolio
▼ + stars: | 2024-03-19 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

Please note, that Abbott Laboratories is not listed below as we did not own the name before the company's earnings release. Meta Platforms had one of the best earnings reports of the entire season, as sales, earnings, and cash flow trounced expectations. Despite missing earnings expectations, Coterra Energy delivered where it matters most: discretionary and free cash flow. Honeywell 's earnings results weren't great, with sales missing across the board and segment profit results coming up mixed. Given the stock's reaction, one might wonder why we don't think the earnings results from Palo Alto Networks were flat-out ugly.

Persons: we've, Eaton, Eli Lilly, Mounjaro, Bausch, Estee Lauder, Fabrizio Freda's, Linde, shouldn't, Morgan Stanley, Procter & Gamble, Stanley Black, Decker, We're, Wells Fargo, Nikesh Arora, Palo, they've, Locker, Jim Cramer's, Jim Cramer, Jim, Satya Nadella, Nadella, SeongJoon Cho Organizations: Abbott Laboratories, Wall, GE Healthcare, Meta, Microsoft, Investors, Nvidia, Wynn Resorts, Pharmaceuticals, Broadcom, Coterra Energy, Disney, Federal Deposit Insurance Corporation, Procter &, TJX, Google Services, Constellation Brands, Costco Wholesale, Costco, DuPont, Honeywell, Palo Alto Networks, Palo Alto, Management, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, Ford, China, Macao, Las Vegas, Boston, Wells Fargo underdelivered, Seoul

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ We're bracing for more choppiness in the market ahead as AI trade wobbles
▼ + stars: | 2024-03-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Many observers are arguing that some pockets of the market, mainly in the AI trade, have moved too far, too fast and are ripe for pullbacks. Meanwhile, we'll be keeping an eye on Club holding GE Healthcare's appearance Tuesday at Oppenheimer's MedTech and Services conference. 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, industrials, there's, we'll, Oppenheimer's, Jim Cramer's, Jim Organizations: CNBC, Nvidia, Club, Linde, Nasdaq, FMC Corp, Procter, Gamble, Truist, Energy, EQT Corp, Boeing, of Justice, Alaska Airlines, Howmet Aerospace, Tech, Oracle, GE, Services, Jim Cramer's Charitable Locations: Albemarle, Newmont

☆ Analysts love these value stocks, giving 4 more than 30% upside
▼ + stars: | 2024-03-07 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Growth stocks have often been investor darlings — the S & P 500 is driven by stocks in sectors like tech. Value stocks are less popular. But many growth stocks are also becoming expensive, prompting some investors to turn to value stocks. Goldman Sachs also recently highlighted value stocks that stand out for their cheap valuations compared with earnings growth prospects. Those interested in value stocks can consider the following from CNBC Pro's screen of the Vanguard Value ETF.

Persons: darlings, Brian Szytel, Szytel, Goldman Sachs, Baker Hughes, Properties Organizations: Group, CNBC, Vanguard, AES Corporation, Halliburton Company, AES, Royalty Pharma

☆ 'Once-in-a-lifetime opportunity'? Wealth manager names 3 stocks on his radar right now
▼ + stars: | 2024-03-06 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +5 min

Wealth manager Brian Vendig is bullish on stocks this year, and says there are opportunities for investors outside of 2023's headline-makers. Three stocks on his radar right now are Super Micro Computer , Palo Alto Networks and PepsiCo . Super Micro Computer Vendig said Super Micro Computer was his choice to ride "the wave of the AI frenzy." "This stock has traded in lockstep with Nvidia because Nvidia chips are typically housed in Super Micro servers," Vendig explained. Palo Alto Networks The wealth manager also likes cybersecurity company Palo Alto Networks.

Persons: Brian Vendig, Vendig, PepsiCo Vendig Organizations: MJP Wealth, CNBC, Micro Computer, Palo Alto Networks, PepsiCo, Super, Computer, Nasdaq, Nvidia, Alto, Pepsi Locations: billings

☆ Dow tumbles more than 400 points as tech woes rattle Wall Street
▼ + stars: | 2024-03-05 | by ( Krystal Hur | ) edition.cnn.com time to read: +1 min

New York CNN —Stocks tumbled Tuesday with tech stocks leading the way, continuing to retreat from record highs set last week. The Dow fell 405 points, or 1%, after declining more than 500 points at its session lows. The S&P 500 slipped 1% and the Nasdaq Composite slid 1.7%. That comes after the Nasdaq Composite last week reached a new all-time high for the first time since 2021, while the S&P 500 also surged to a new record high. Other tech stocks fell.

Persons: Stocks, Dow Organizations: New, New York CNN, Nasdaq, Apple, Research, Bloomberg, Meta, Microsoft, Micron Technologies Locations: New York, China

☆ This stock market is 'toppy' — not bubbly — and there is a very big difference
▼ + stars: | 2024-03-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

"This is not bubbly, it's toppy and there's a very big difference," Jim Cramer said. For the uninitiated, "toppy" is financial slang for a stock market that climbs to new highs and then falls back. Toppy, toppy, toppy." The energy, consumer staples, utilities, and financial sectors were positive despite the weak market action. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, we've, Nordstrom, Crowdstrike, Locker, Jim Cramer's, Jim, David Paul Morris Organizations: CNBC, Ross Stores, Jim Cramer's Charitable, Bloomberg, Getty

☆ Morgan Stanley says M&A will rebound and these stocks have an 'elevated likelihood' of a takeover
▼ + stars: | 2024-03-05 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Global mergers and acquisition activity will soar this year, and several names could benefit from the comeback, according to Morgan Stanley. The firm expects global M & A volume activity to rise by 50% this year compared to 2023. "We believe that a cyclical and structural rebound in M & A is coming," Morgan Stanley said in a note titled "Stocks with Elevated Likelihood of Receiving an Offer," which was released Monday. Morgan Stanley pointed out that 2021 to 2023 could have seen a drop of activity worth between $4 trillion and $11 trillion. Morgan Stanley said it has no information about M & A activity involving the companies.

Persons: Morgan Stanley, Morgan, Stephen Ju, Morgan Stanley's Organizations: Health, Sarepta Therapeutics, Tenet Healthcare, Analysts, BMO Capital Markets, UBS, Hertz Global Holdings Locations: Europe

☆ Morgan Stanley makes a strong but mysterious move higher. Here's what we think is behind it
▼ + stars: | 2024-03-04 | by ( Jeff Marks | ) www.cnbc.com time to read: +10 min

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 . 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, chipmaker, Jim, Ford, Wells, Morgan Stanley, Morgan, Jefferies, We've, Tom Jorden, Jim Cramer's Organizations: CNBC, Apple, Nvidia, Samsung, Ford Motor, Computers, Nasdaq, Alto, Procter, Gamble, Wealth Management, P Global, Services PMI, Jim Cramer's Charitable

☆ What worked and didn't work this week from AI and cybersecurity to consumer stocks and gaming
▼ + stars: | 2024-03-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

AI trade: Market gains accelerated since the Morning Meeting, with both the Nasdaq Composite and S & P 500 rising to new all-time highs. Casino stocks : Wynn shares and other Macao gaming stocks fell after the region's Gaming Inspection and Coordination Bureau reported February gross gaming revenue (GGR). 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, Salesforce, Consumer Staples, Locker, Wynn, Stifel, Jim Cramer's, Jim Organizations: CNBC, Market, Nasdaq, Dell Technologies, Dell, Semiconductor, Energy, Tech, Consumer, Palo Alto Networks, Broadcom, Bausch Health, GE Healthcare, Health Care, Apple, Wynn Resorts, Wynn, Jim Cramer's Charitable Locations: U.S, China, Macao

☆ This investor has returned 50% in 12 months. Here's what she's betting on next
▼ + stars: | 2024-02-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Not for herself, but for the stocks she scoops up for Thrivent's Large Cap Growth fund — even when growth shows signs of slowing. On a total return basis, investors in the fund have netted 48% in the last 12 months, according to FactSet. Thrivent Large Cap Growth climbed to the 18th percentile among more than 1,200 growth funds in 2023, up from the 73rd percentile in the disastrous 2022, Morningstar data shows. Maybe that's because as an analyst, Brunner's background was in large cap consumer staples and large cap retail and discretionary stocks, after starting out covering specialty apparel retailers. "It's just a really exciting spot to be in," Brunner said of studying growth stocks.

Persons: Lauri Brunner, Wall Street's, Brunner, Brunner doesn't, Thomas, Jensen Huang, Amazon's Organizations: Amazon, Meta, Morningstar, FAF Advisors, RBC Capital, Thrivent, Tech, University of St, Nvidia, Microsoft, Netflix, Walmart Locations: Thrivent, it's

☆ Instead of chasing Nvidia, investor buys these misunderstood, cheap growth stocks for big returns
▼ + stars: | 2024-02-28 | by ( Pia Singh | ) www.cnbc.com time to read: +6 min

In a market bedazzled by flashy growth stocks, Torray Investment Partners instead runs a fund that's trying to redefine what value is. The Torray Fund , founded by the late Robert Torray in 1990, is ahead 7.4% so far this year, outpacing the 6.5% gain in the S & P 500. Apart from the Torray Fund, the firm manages four other concentrated portfolios that also hold between 20 and 30 companies. These portfolios are separately managed accounts of either concentrated large growth companies, small- and mid-capitalization growth names, large value companies and equity income. Compared to other large value funds, Torray is overweight in all three.

Persons: iShares Russell, Jeffrey Lent, Robert Torray, Berkshire Hathaway, Morningstar, Lent, Shawn Hendon, Eaton, McLennan, Hendon, Torray, it's Organizations: Torray Investment Partners, Value, Torray, Russell, Berkshire, American Express, Marsh, Financial, Morningstar, Applied Materials, Qualcomm, Nvidia Locations: Eaton, Berkshire

☆ An Emboldened F.T.C. Bolsters Biden’s Efforts to Address Inflation
▼ + stars: | 2024-02-27 | by ( Jim Tankersley | ) www.nytimes.com time to read: +1 min

The Federal Trade Commission filed a lawsuit on Monday, joined by several state attorneys general, to challenge a merger between the supermarket giants Kroger and Albertsons. The agency’s rationale in many ways echoed Mr. Biden’s renewed attempts to blame corporate greed for rising prices and shrinking portions in grocery aisles. Because grocery prices have risen significantly in recent years, they added, “the stakes for Americans are exceptionally high.”That is true for consumers, and it is true for the president. More Americans disapprove of his handling of the economy than approve of it. Consumer confidence, while improved in recent months, remains relatively weak for an economy with low unemployment and solid growth like the one Mr. Biden is presiding over.

Persons: Biden’s, Biden Organizations: White, Federal Trade Commission, Kroger, Albertsons

☆ Morgan Stanley shares a 5-part playbook for investing in well-run companies while minimizing risk in a top-heavy market
▼ + stars: | 2024-02-22 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Why rich companies also keep getting richerThere's another major disconnect that the broader market's impressive performance is masking, strategists at Morgan Stanley remarked in a recent note. Since then, the return gap has gotten even worse in a historically narrow market, Wilson wrote. Morgan Stanley"The equity market understands this economy is not that great for the average company or consumer," Wilson wrote. This rare combination of expansionary fiscal policy and restrictive monetary policy has had the unintended consequence of "crowding out the private economy," Wilson wrote. Companies that can grow without borrowing money at unattractive rates are at a huge advantage, which Morgan Stanley believes has fueled their immense success lately.

Persons: Goldman Sachs, Morgan Stanley, Mike Wilson, Wilson, Morgan, it's, Morgan Stanley Morgan Stanley, Morgan Stanley's Organizations: Federal Reserve, Business, Pew Research Center Locations: GoDaddy

☆ Strong earnings and an online advertising play by Walmart have us wondering about Costco
▼ + stars: | 2024-02-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Sectors leading: Consumer staples were outperforming, led by Dow stock Walmart 's 3.5% gain. Jim Cramer said, "Walmart has tried to keep prices down, but Costco is lowering across the board. 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, Jim, Jensen Huang, Eaton, Bausch, Jim Cramer's Organizations: CNBC, Dow, Walmart, Costco, Semiconductor, Computer, Nvidia, Caterpillar, Palo Alto Networks, Realty, Bausch Health Companies, Jim Cramer's Charitable Locations: We're, homebuilding, BLCO

☆ Palo Alto Networks will see further upside as hacking threats intensify from overseas
▼ + stars: | 2024-02-20 | 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. Demand for Palo Alto's services, for example, will continue to rise as hacking threats intensify from overseas. 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, Nikesh Arora, Wells, Jim Cramer's, Jim Organizations: CNBC, Investors, Big Tech, Nasdaq, Laggards, Nvidia, Apple, Procter, Gamble, Palo Alto Networks, Palo, Currency Locations: Wells

☆ These are the only 2 ETFs that made money every year for the past decade
▼ + stars: | 2024-02-19 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Two funds investing in defensive stocks are the only exchange-traded funds in the world that had a positive return every year over the past decade, CNBC Pro research has found. The two funds stood out among 8,300 equity ETFs worldwide screened by CNBC Pro using FactSet data. Over that period, the ETF more than doubled investors' money, with a cumulative total price gain of 118%. While the MSCI Healthcare index, valued in euros, dipped slightly into negative territory in 2016, 2020 and 2022, the Amundi ETF's total returns have remained positive because of the weakness in the pound sterling. However, Tabet also pointed out that the health-care sector, especially European pharma, tends to underperform in election years.

Persons: Joakim Tabet, Kepler, Tabet, Vincent Denoiseux, David Evans, Evans, Kepler Cheuvreux Organizations: CNBC, Healthcare UCITS, London Stock Exchange, TSX, Consumer Staples, CNBC Pro, Outlook Novo Nordisk, Novo Nordisk's, pharma, European pharma Locations: Canadian, Europe, Danish, Novo, U.S

☆ Friday's reach for another stock market record comes with a new, welcome wrinkle
▼ + stars: | 2024-02-16 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Remember, Jim Cramer kicked Tesla out and renamed the group of mega-cap market leaders the Significant Six. Mark your calendars: On Saturday, February 24, we'll be hosting our 2nd Annual Meeting for members of the CNBC Investing Club with Jim Cramer. 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, It's, Tesla, Wells Fargo, Eli Lilly, Foot, Danaher, we'll, Jim Cramer's, Jim Organizations: CNBC, Microsoft, Nvidia, Tesla, Club, GE Healthcare, UBS, HSBC, General, Linde, Disney, Apple, Alto Networks, Bausch Health, Coterra Energy, Walmart, Home, Jim Cramer's Charitable Locations: We're, Friday's, GEHC

☆ 'There's very little margin for error': 7 strategists explain why the Goldilocks narrative is in trouble — but these 8 investments are still worth making now
▼ + stars: | 2024-02-16 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

Investors are pricing in a best-case outcome where earnings rise and inflation returns to normal in a continued economic expansion. “It’s a tough needle to thread,” said Steve Sosnick, the chief strategist at Interactive Brokers. “And that pretty much pulls forward almost all the returns, in our minds, for 2024.”AdvertisementCrit Thomas, a global market strategist at Touchstone Investments, has the same concern. “And so at 21x earnings, there’s very little margin for error here.”AdvertisementFourth-quarter earnings mostly met measured expectations , as did forward guidance. Clark Bellin, the chief investment officer at Bellwether Wealth, said he’s less worried about valuations broadly and is more interested in seeing which sectors look cheap.

Persons: —, ”, Solita Marcelli, “, Sameer Samana, Steve Sosnick, It’s, Steven Wieting, “ We’ve, Crit Thomas, “ I’m, ” Thomas, We’re, Chris Galipeau, ” Galipeau, ” Sosnick, we’ve, Liz Ann Sonders, Schwab, ” Sonders, there’s, Clark Bellin, he’s, ” Bellin, you’re, Stocks, Samana, won’t, Thomas, Wieting, Bellin, “ They’ve, they’re Organizations: Service, Business, UBS Global Wealth Management, Federal Reserve, Wells, Wells Fargo Investment Institute, Interactive, Citi Global Wealth’s, Touchstone Investments, Franklin Templeton Institute, Citi Global Wealth, Bellwether Wealth Locations: Wells Fargo, Samana, ” Samana, Galipeau

☆ What's driving the market rebound on Wednesday — and why we're buying the dips
▼ + stars: | 2024-02-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market rebound: Stocks are bouncing from Tuesday's declines, taking their cue from rallying bond prices. 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, Eli Lilly, Cramer, Kraft Heinz, Gamble, didn't, Stanley, Jim Cramer's, Jim, Dupont Organizations: CNBC, Nvidia, Meta, Constellation Brands, Procter, Energy, DuPont, Starbucks, Cisco Systems, Occidental Petroleum, Deere, Penn Entertainment, Jim Cramer's Charitable, Getty Locations: We're, North America, DuPont's, Wilmington , Delaware

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