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☆ Jim Cramer's top 10 things to watch in Wednesday's inflation-driven stock market decline
▼ + stars: | 2024-04-10 | by ( Jim Cramer | ) www.cnbc.com time to read: +2 min

Morgan Stanley raises Nvidia price target to $1,000 per share from $795. Goldman Sachs' semiconductor readthroughs from Google's conference: Arm positive, Nvidia mild positive, Advanced Micro Devices mild negative, Intel mild negative. Barclays raises Club name Ford price target to $16 per share from $15. Other price target raises on Club names on Wall Street: Danaher , DuPont and Wynn Resorts . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Dow, Thomas Kurian, Morgan Stanley, Goldman Sachs, Jefferies, Ed Bastian, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Core CPI, Taiwan Semiconductor Manufacturing Company, Nvidia, Google, Club, Broadcom, Gaudi, Barclays, Ford, DuPont, Wynn Resorts, Jim Cramer's Charitable, CNBC Locations: Fitch, China

☆ Here are Monday's biggest analyst calls: Nvidia, Tesla, Amazon, Take-Two, BJ's, Dell, Disney, Broadcom, Apple & more
▼ + stars: | 2024-04-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

"We are reinstating coverage of AVGO with a buy rating and a new price target of $1,500." "We are upgrading Take-Two from Neutral to Buy and raising our target price from $170 to $200." KeyBanc reiterates Nvidia as overweight Key raised its price target on the stock to $1,200 per share from $1,100. Oppenheimer reiterates Alphabet as outperform Oppenheimer raised its price target on the stock to $185 per share from $172. "We resume coverage after a period of Rating Suspended with a Buy/High Risk (1H) rating and target price of $11."

Persons: Morgan Stanley, Jefferies, Piper Sandler, Piper, selloff, Goldman Sachs, Goldman, Bernstein, Tesla, underperform Bernstein, Wolfe, Eaton, underperform, ETN, Needham, it's, KeyBanc, Oppenheimer, Chipotle, Stefan Larsson, Zac Coughlin, Investor Relations Sheryl Freeman, Evercore, Cantor Fitzgerald, Cantor, Nvidia, Huntington, BTIG, Truist, Melius, Dell Organizations: Norfolk Southern, CP, NSC, JPMorgan, GE, Deutsche Bank reinstates Broadcom, Deutsche, Tesla, Citi, Netflix, AMD, ARM, Meta, Google, NASDAQ, Investor Relations, Disney, Susquehanna, Nvidia, Bank of America, of America, U.S, TAM, Dell, Apple Locations: FSLY, F1Q

☆ Here are Tuesday's biggest analyst calls: Nvidia, Meta, Boeing, Eli Lilly, Disney, Coca-Cola, Grindr & more
▼ + stars: | 2024-04-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Oppenheimer reiterates Nvidia as outperform Oppenheimer said it's sticking with its outperform rating on shares of Nvidia. Citi reiterates Eli Lilly as buy Citi said the biopharma company is "riding the GLP-1 rocket." Citi downgrades Clorox to neutral from buy Citi said that the bullish thesis for the stock has largely played out for now. Citi upgrades Estee Lauder to buy from neutral Citi said it sees a "topline inflection point" for the stock. Barclays upgrades Array Technologies to overweight from equal weight Barclays said it sees share gains for the solar company.

Persons: Oppenheimer, McCormick, Argus, Needham, it's, Nelson Peltz, Melius, Horton, Citi, Eli Lilly, Estee Lauder, ARRY, JMP, Piper Sandler, Piper, Nio, CFRA, Goldman Sachs, Goldman, Blackstone, Petco Organizations: Nvidia, JPMorgan, Disney, Boeing, Citi, Coca, MTH, RBC, GE Vernova, General Electric, Bank of America, Meta, Travel, Barclays, Eaton, MI, Olema Pharmaceuticals, UBS, Bank of, of America Locations: underperform, LEN, DHI, Asia, Eaton, 4Q23

Post's price target increase is in line with his move on the GAAP price-to-earnings multiple to 22 from 21. — Alex Harring 6:39 a.m.: Melius moves to sidelines on Boeing Boeing has too many areas of concern, Melius Research warned. Analyst Robert Spingarn downgraded the plane maker to hold from buy and slashed his price target by $71 to $209. Analyst Filippo Falorni upgraded the cosmetics stock to buy from neutral and hiked his price target by $15 to $175. Analyst Brennan Hawken downgraded the investment asset manager to neutral from buy and cut his price target by $5 to $135.

Persons: Grinder, Justin Post, Meta, — Alex Harring, Eli Lilly, Andrew Baum, Baum, Novo, Robert Spingarn, Spingarn, LSEG, Alex Harring, Filippo Falorni, Falorni, Estee Lauder, Lauder, Tom Ford, Le, Blackstone, Brennan Hawken, Hawken, JMP, Nicholas Jones, Jones, Grindr, Christopher Dendrinos, Dendrinos, — Fred Imbert Organizations: CNBC, RBC, GE, of America, Citi, Indianapolis, Boeing Boeing, Melius, Boeing, Dow Jones, Coca, Cola, Beverage, Travel, UBS, GE Vernova, New York Stock Exchange Locations: Monday's, Asia Pacific, Asia

☆ Why Wall Street analysts and Jim Cramer see more upside for this portfolio Big Tech name
▼ + stars: | 2024-04-01 | 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. "This is a dangerous level to get in, but not a bad level to start selling," Jim Cramer said. 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. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Jeff Marks, Bob Iger's, Nelson Peltz's, We're, Jefferies, Jim Cramer's, Jim Organizations: CNBC, Club, The Club, Disney, Google, Wall Street, Microsoft, Melius Research

☆ Apple's bad quarter and what history says will happen next
▼ + stars: | 2024-03-28 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Apple is wrapping up a rough quarter, but history and Wall Street analysis show there is reason to expect a bounce ahead. Apple shares have typically risen following a quarter that ends down at least 10%, according to CNBC Pro data. 'Best bought on weakness' Despite the tough period, Wall Street sees reason for optimism ahead. Apple "is a stock best bought on weakness in general as they probably have the best, or one of the best management teams in the world," Mahoney said. In the median quarter following the losing one, shares jumped more than 14%.

Persons: jitters, Ken Mahoney, Apple, Mahoney, Ben Reitzes, Reitzes, Nicolas Cote, Colisson, Fred Imbert Organizations: Nasdaq, Apple, CNBC Pro, U.S . Department of Justice, Research, Vision, Mahoney Asset, Justice Department, HSBC Locations: China, C1H24

☆ Apple should have a new app store with AI by June, says Melius Research's Ben Reitzes
▼ + stars: | 2024-03-25 | 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 EmailApple should have a new app store with AI by June, says Melius Research's Ben ReitzesBen Reitzes, head of technology research at Melius Research, joins 'Squawk on the Street' to discuss Apple's culture, when there will be clarity on the endgame for Apple, and what could distract Apple leadership from their core mission.

Persons: Melius Research's Ben Reitzes Ben Reitzes Organizations: Melius Research, Apple

☆ We're considering a trim of this entertainment stock after a fantastic 2024 run
▼ + stars: | 2024-03-25 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said investors shouldn't panic as we wait for more information regarding the probe. Walt Disney stock climbed more than 2% Monday after new bullish Wall Street research. 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 .

Persons: Jim Cramer, Jim, Jim Cramer's Organizations: CNBC, Wall, Coterra Energy, DuPont de Nemours, Meta, Walt Disney, Barclays, Disney, Melius Research, Apple, Analysts, Club, Department of Locations: CTRA

☆ Your complete investing guide to 'AI Woodstock' next week: 3 buys ahead of the event
▼ + stars: | 2024-03-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

The hottest artificial intelligence event of the year kicks off next week, setting the stage for key AI players to see sharp moves. Nvidia's GTC Conference, dubbed "AI Woodstock" by Bank of America, offers an opportunity for the company to showcase its latest AI chip innovations and future vision as it labors to maintain its dominance in the field. The product is expected to offer a slew of "architectural innovations" and better performance than Nvidia's flagship H100 chip, wrote New Street's Pierre Ferragu. According to Wedbush's Matt Bryson, the new chip could benefit the liquid cooling industry that may fuel power-hungry data centers. "As such, we believe any system NVDA announces that includes liquid cooling technology could effectively dictate the path of liquid cooling moving forwards and thereby determining winners and losers in the server and cooling space," Bryson said.

Persons: Cantor Fitzgerald's C.J, Bank of America's Arya, Muse, Arya, Pierre Ferragu, Blackwell, Matt Bryson, Nvidia hasn't, Bryson, He's, Ferragu, Hans Mosesmann, Bernstein's Stacy Rasgon, Melius Research's Ben Reitzes Organizations: Bank of America, NVIDIA, Nvidia, Bank of America's, Blackwell, Devices, AMD, Intel, Micron, Broadcom, PHLX Semiconductor, Oracle Locations: San Jose , California

☆ Melius' Ben Reitzes on why AMD could be an 'Nvidia-mini'
▼ + stars: | 2024-03-08 | 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 EmailMelius' Ben Reitzes on why AMD could be an 'Nvidia-mini'Ben Reitzes, Melius Head of Technology Research, joins 'Closing Bell Overtime' to discuss the semiconductor space and his latest note on why AMD could be an 'Nvidia-mini'.

Persons: Ben Reitzes Organizations: AMD, Nvidia, Technology Research

☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
▼ + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.

Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China

☆ Cramer says Apple stock could fall another 5% from here. He also has no plans to sell it
▼ + stars: | 2024-03-05 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We knew Apple's China market wasn't great. Jim Cramer said the stock could fall another 5% to $160 in its current run of bad form. Jim also maintained his "own it, don't trade it" Apple mantra because the stock is "one of the greatest performers of all times." Apple shares have shed roughly 14.5% from their all-time high of $199.62 each and nearly $3.1 trillion market value on Dec. 14, 2023. The CEO said Apple AI tech is already being used in the Vision Pro mixed reality headset's hand-tracking tool.

Persons: there's, Jim Cramer, Jim, we've, Tim Cook, we're, Cook, Cook's, Jim Cramer's Organizations: Apple, Research, Huawei, Starbucks, European, Big Tech, Barclays, Vision, Management, CNBC Locations: China

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Super Micro, Eli Lilly, Lyft, DoorDash, Disney & more
▼ + stars: | 2024-03-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

UBS upgrades Norfolk Southern to buy from neutral UBS said it sees margin improvement for the railroad. Goldman Sachs initiates Super Micro as neutral Goldman said the stock is an "AI winner" but that valuation is full right now. UBS reiterates Eli Lilly as buy UBS raised its price target on the stock to $910 per share from $810. UBS reiterates Nvidia as buy UBS said it's sticking with its buy rating after a series of investor meetings with the company." Argus upgrades New York Times to buy from neutral Argus said it sees revenue growth for the newspaper company. "

Persons: Morgan Stanley, Disney, Piper Sandler, Piper, Guggenheim, Baird, SQSP, Goldman Sachs, Goldman, Bernstein, Tesla, underperform Bernstein, Eli Lilly, Wells, Melius, Citi downgrades Ferrari, Jefferies, Evercore, it's, Rosenblatt, Snowflake, Slootman's Organizations: BROS, Guggenheim, GSK, UBS, Norfolk Southern, Micro, JPMorgan, Nvidia, Kyverna Therapeutics, FLT, UDR, Conservative, America Health, RBC, Apple, Citi, Ferrari, Jefferies, BP, Barclays, Barclays downgrades, ISI, Toast Inc, Bank of America, Ball Corp, of America, Broadcom, New York Times Locations: Norfolk, China, New

☆ A big fine in Europe adds to Apple's 2024 woes. What it will take to get back on track
▼ + stars: | 2024-03-04 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

Apple shares tumbled on Monday after European regulators hit the tech giant with a big antitrust fine over music streaming. The European Commission dished out a $1.95 billion fine — claiming Apple violated competition laws in the music streaming market. Apple and Spotify have rival audio streaming services. "New AI services should compel users to upgrade iPhones, driving a Supercycle in 2025," the analysts said in a note to clients Monday. Melius also sees upside to Apple Services due to AI-infused software features.

Persons: —, Jim Cramer, Jim, Tim Cook, Apple, we're, Melius, Jim Cramer's, Scott Eells Organizations: Apple, European, European Union, Spotify, European Commission, Big Tech, Microsoft, Nvidia, Nvidia's, Huawei, India . Club, Apple Music, Research, Apple Services, CNBC, Nasdaq, Bloomberg, Getty Locations: Europe, American, China, India, New York

☆ Dell's financial acumen is 'really impressive', says Melius' Ben Reitzes
▼ + stars: | 2024-03-01 | 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 EmailDell's financial acumen is 'really impressive', says Melius' Ben ReitzesBen Reitzes, Melius Research, joins 'Fast Money' to talk Dell and if an AI play is possible.

Persons: Melius, Ben Reitzes Ben Reitzes

☆ Possible Viking IPO is latest sign cruise industry is a good bet for investors, according to analyst. How to play it
▼ + stars: | 2024-02-29 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

With Covid-19 disruptions in the rearview mirror and the cruise industry back on track, another cruise line has taken a step towards possibly going public. Melius Research believes a Viking IPO makes rational sense. Norwegian Cruise Line , whose recovery has lagged its rivals, reported on Tuesday its first profitable year since 2019 . While shares of Norwegian, Royal Caribbean and Carnival are all down so far this year, they had a blockbuster 2023. A Viking IPO could bring both," he said.

Persons: Conor Cunningham, Cunningham Organizations: Viking Holdings, U.S . Securities, Exchange Commission, Research, Norwegian Cruise, Norwegian, Royal, Royal Caribbean, Carnival Locations: Norwegian, Royal Caribbean

☆ Alphabet-Melius correx feb 26 calls
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: 1 min

An earlier version misstated the rating Melius has on Alphabet. The firm rates the tech giant as hold.

☆ Palo Alto rises while Alphabet sinks — plus the latest on Wells Fargo, Broadcom and Apple
▼ + stars: | 2024-02-26 | 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. Wells Fargo speaks: Shares of Wells Fargo made a new 52-week high earlier before giving back its gains as part of the broader market dip. 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, Stocks, OpenAI's, Ben Reitzes, Wells Fargo, Wells, Michael Santomassimo, Santomassimo, Cramer, that's, we'll, Decker, Jim, Jim Cramer's, Sundar Pichai, David Paul Morris Organizations: CNBC, Palo Alto Networks, UnitedHealth, Healthcare, Melius Research, Microsoft, Nvidia, UBS Financial Services Conference, Broadcom, VMware, KKR, Home, Stanley Black, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: Palo, Melius, Wells Fargo, Sun Valley , Idaho

☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
▼ + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN

☆ 3 surprises from Nvidia earnings help justify a one-day $250 billion boost to its market value
▼ + stars: | 2024-02-22 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

If that return isn't there, will they keep ordering the latest and greatest Nvidia chips? Despite the overall improvements in availability, Nvidia on Wednesday indicated it will face supply-and-demand imbalances with its upcoming AI chips. The U.S. government has said its export controls are designed to keep high-powered AI chips out of the hands of the Chinese military. In the November-through-January quarter, China accounted for a mid-single-digit percentage of Nvidia's $18.4 billion in data center revenue, according to the company. The fact Nvidia still booked China revenue in the hundreds of millions of dollars means it could take a further hit in the region.

Persons: —, Jensen Huang, Raymond James, Nvidia's, Colette Kress, Huang, Morgan Stanley, Jim Cramer's, Jim Cramer, Jim Organizations: Nvidia, Meta, Apple, Microsoft, Melius Research, Devices, Big Tech, Wall, U.S, Truist Securities, CNBC, Visitors, NVIDIA, Hangzhou Apsara, Getty, Nurphoto Locations: China, Hangzhou, Hangzhou Apsara Conference, Zhejiang province

☆ Nvidia faces stiff test on Wall Street this week after 'parabolic' stock rally
▼ + stars: | 2024-02-20 | by ( Kif Leswing | ) www.cnbc.com time to read: +5 min

Jensen Huang, CEO of Nvidia, arrives for the Inaugural AI Insight Forum in the Russell Building on Capitol Hill on Sept. 13, 2023. Nvidia's stock price has soared fivefold since the end of 2022, as demand has skyrocketed for its graphics processing units that sit at the heart of the artificial intelligence boom. Nvidia's chips, such as the H100, are used by AI developers to create cutting-edge models like the ones OpenAI used to develop ChatGPT. The company's market cap climbed to about $1.8 trillion last week, surpassing Alphabet and Amazon and now trailing only Microsoft and Apple . "NVDA's stock appreciation has been parabolic," analysts at Bank of America wrote in a report Thursday.

Persons: Jensen Huang, Davidson, Gil Luria, Luria, Thomas O'Malley, O'Malley, There's, Ben Reitzes Organizations: Nvidia, Investors, Microsoft, Apple, Bank of America, Google, Barclays, Taiwan Semiconductor Manufacturing Company, Melius Locations: FactSet

☆ Expecting more sell-offs? These low-volatility fortresses can defend your portfolio and grow
▼ + stars: | 2024-02-13 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Tuesday's inflation data sent the broader market reeling, making stable stocks more attractive for investors worried about further losses. Because of this, CNBC Pro screened for low-volatility, fortress-like names that can perform well if the drawdown continues. She pointed to growth of a media business as something that could help Costco win market share and create a better margin profile. While more than three out of every five analysts polled by FactSet has a buy rating on the stock, the typical price target reflects shares pulling back by 1.5%. The average price target reflects the likelihood for more rallying ahead with an upside of nearly 15%.

Persons: Strong, Berkshire Hathaway, Warren Buffett, Tesla, Richard Galanti, Gary Millerchip, Goldman Sachs, Kate McShane, McShane, FactSet, Ben Reitzes Organizations: Federal Reserve, Treasury, CNBC Pro, Berkshire, Berkshire Hathaway, Costco, Kroger, Microsoft, Big Technology, Melius

☆ Wall Street changes its tune on this healthcare stock. Why we were always bullish
▼ + stars: | 2024-02-12 | 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. Jim Cramer said Monday equities are in a "flop and chop mode" following record highs from the S & P 500 and the Dow . 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, Jim Cramer's Organizations: CNBC, Traders, Federal Reserve, Dow, Nvidia, Melius Research, UBS, GE Healthcare

☆ Here are Monday's biggest analyst calls: Netflix, Nvidia, Apple, Meta, Lowe's, Walmart, Target, Pepsi & more
▼ + stars: | 2024-02-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

JPMorgan upgrades Lowe's to overweight from neutral JPMorgan said investors should buy the stock ahead of earnings later this month. JPMorgan reiterates Netflix as overweight JPMorgan said it's standing by its overweight rating on shares of Netflix. Loop reiterates Meta as buy Loop raised its price target on the stock to $550 per share from $440. Loop reiterates Alphabet as hold Loop raised its price target on the stock to $155 per share from $140. " UBS reiterates Target as buy UBS says Target shares are "compelling."

Persons: Evercore, it's, wouldn't, Rivian, Piper Sandler, Piper, Jefferies, Willis Towers Watson, URBN, Morgan Stanley downgrades Hershey, Morgan Stanley, Morgan Stanley downgrades XPO, Stifel, Raymond James downgrades, Raymond James, Melius, Roth, Guggenheimer, Guggenheim Organizations: Apple, Barclays, Walmart, EV, JPMorgan, generics, UFC, WWE, Netflix, Citi, Willis, PepsiCo, PEP, LT, UBS, Urban Outfitters, Google, 4Q, Bulls, Target, Bank of America, of America, Bank of America downgrades Duke Energy, Duke Energy, Brands, Nvidia, Deutsche Bank, Industries, Deutsche, SilverBow Resources Locations: U.S, Bank of America downgrades, NWL, Republic, Mohawk

☆ Google's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben Reitzes
▼ + stars: | 2024-02-08 | 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 EmailGoogle's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben ReitzesBen Reitzes, Melius Research Head of Technology Research, joins 'Fast Money' to talk Google's revamped AI chatbot and what it means for the company and AI landscape.

Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Technology Research

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