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☆ Options are underpricing odds of sharp decline in S&P, says Susquehanna's Chris Murphy
▼ + stars: | 2023-06-16 | 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 EmailOptions are underpricing odds of sharp decline in S&P, says Susquehanna's Chris MurphyChris Murphy, Susquehanna co-head of derivative strategy and CNBC's Bob Pisani join 'The Exchange' to discuss SMH ETF making gains, put trading in the airline space to finance upside call spreads, and possible catalysts for a market pullback.

Persons: Susquehanna's Chris Murphy Chris Murphy, Bob Pisani Organizations: Susquehanna

☆ Fact Check-Video showing an ‘alien’ in Las Vegas mixes CGI video and news report audio
▼ + stars: | 2023-06-13 | by ( Reuters Fact Check | ) www.reuters.com time to read: +1 min

The audio from a news report about an alleged alien spotting has been edited onto a digital creation showing an alien-like being. Actual #Alien Footage from the Las #Vegas #UFO Landing…. In late April 2023, a Las Vegas family called 911 saying they’d seen two large aliens in their backyard, according to news reports (here), (here) and (here). The audio from a news report about the incident (timestamp 0:42) (here) has been edited into an unrelated, digitally created video (here). The visuals in this video have been created digitally and the audio comes from a news report about aliens.

Persons: they’d, “ Smh, Read Organizations: Vegas Police, UFO Aircraft, Patrol, Blender, Reuters Locations: Vegas, Las Vegas

☆ Semiconductor stocks are on track for their best first half on record. Analysts expect these names to keep rising
▼ + stars: | 2023-06-09 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Semiconductor stocks have been on a tear this year as investors bet on the promise of artificial intelligence and rotate back into technology names. This backdrop puts the VanEck Semiconductor ETF (SMH) up about 45% and on track for its best first half on record. SMH YTD mountain Semiconductor stocks on track for best first half on record Despite the sector's outperforming half, Wall Street sees more upside in store for some popular semiconductor names. These are the four stocks analysts expect to continue surging. Shares have surged more than 160% as Wall Street focuses on artificial intelligence in the wake of ChatGPT's showstopping debut.

Persons: ChatGPT's, Marvell, America's Vivek Arya Organizations: Semiconductor, CNBC Pro, Nvidia, Marvell Technology, Bank, America's, Barclays, Devices, Technology

☆ Traders are betting on a short-term reversal for chip stocks, ETF flows show
▼ + stars: | 2023-06-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS) was one of the top 10 ETFs for inflows over the past week, pulling in more than $400 million, according to FactSet. Meanwhile, more than $500 million were pulled out of the Direxion's Daily Semiconductor Bull 3x Shares ETF (SOXL) , the fourth-most outflows over the past week. As a result, their flows can reverse quickly and are not necessarily a good measure of long-term outlook for chip stocks. The VanEck Semiconductor ETF (SMH) , which would be better suited to long-term investors, saw inflows of less than $40 million this week, a slowdown from prior weeks. Here are the top five ETFs by inflows over the past week.

Persons: Aswath Damodaran, Russell Organizations: A.I, Nvidia, Philadelphia Semiconductor, NYU, CNBC, Daily Semiconductor, VanEck Semiconductor, Bond

☆ Investors shifted into these gold and small-cap ETFs this week
▼ + stars: | 2023-05-26 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The iShares Russell 2000 ETF (IWM) raked in more than $1 billion of inflows over the past week through Thursday's close, according to FactSet. The SPDR Gold Shares ETF (GLD) was another successful fund, pulling in about $270 million. Those flows are a notable contrast to the market's performance this week, where large tech stocks outperformed. Both gold and the Russell 2000 have fallen slightly in May, so the inflows could reflect investors buying a dip. ETF fund flows are not always a perfect gauge for what investors are betting on.

☆ Fact Check-New COVID sublineages identified since Fauci’s retirement
▼ + stars: | 2023-04-17 | by ( Reuters Fact Check | ) www.reuters.com time to read: +3 min

Reuters reported on Jan. 5, 2023, (here) that the Omicron sublineage XBB.1.5, the most transmissible one to date, was already spreading rapidly in the U.S. in December 2022. PANGO’s website (here) shows multiple new lineages identified from virus samples deposited around the world, and given names, in 2023. These include: XBB.1.24 and XBB.1.22.2 first spotted on Feb. 2, XBB.2.3.1 first seen on Jan. 29 and XBB.2.3.2 first identified on Jan. 18. The claims allude to the theory that the COVID-19 virus or its variants were planned or fabricated by the government or by Fauci. More than one new Omicron sublineage of the SARS-CoV-2 virus has been identified since Anthony Fauci’s retirement.

☆ Wall Street sees a semiconductor industry bottom coming. Here's how we're playing the stocks
▼ + stars: | 2023-04-12 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

NVDA AMD YTD mountain Nvidia vs. AMD year to date So, the question now is: Can the rally in semis continue? To help us read the tea leaves, here's a look at what Wall Street analysts are saying about the underlying fundamentals of the industry. Evercore said a "fundamental bottom" for the semiconductor industry currently playing out in March and April "has only strengthened" recently. Analysts there believe the inventory correction that's plagued the industry in recent quarters will be largely complete by the second quarter. Bottom line While there's some variation on timing, Wall Street clearly believes a bottom is in the process of playing out in the semiconductor industry.

☆ Elon Musk's ex-lieutenant took a jab at the billionaire after he changed the company's sign to 'Titter:' 'Who hurt you?'
▼ + stars: | 2023-04-11 | by ( Grace Kay | ) www.businessinsider.com time to read: +3 min

Twitter's former head of ad sales, Robin Wheeler, took a dig at Elon Musk over his "Titter" sign. The Chief Twit said on Sunday that he'd painted over the "w" on Twitter's sign at its headquarters. Sign up for our newsletter for the latest tech news and scoops — delivered daily to your inbox. Since taking Twitter private, Musk has eliminated over half of the company's workforce. On Sunday, Musk said on Twitter that the "W" on the Twitter sign at its San Francisco headquarters had been painted over.

☆ An earnings recession plagues investors' minds as reporting season approaches
▼ + stars: | 2023-04-10 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

There may not be a recession yet, but there is certainly an earnings recession. What Treasury yields are saying Treasury yields resumed falling last week in response to the weaker data. Earnings season Speaking of earnings, first quarter earnings season start this week, with earnings for the S & P 500 expected to decline 5.2%, according to Refinitiv. That's an earnings recession. You have to go back to Q1-Q3 of 2020 to see three consecutive quarters of earnings decline.

☆ Wall Street is looking at the positive side of Samsung’s 96% profit drop, production cuts. Here's why
▼ + stars: | 2023-04-10 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Samsung's plan to cut memory chip production signals a potentially sooner-than-expected recovery for the broader memory chip market, according to Wall Street. Investors seemed to laud the news, sending shares of Micron Technology and Western Digital up about 8% each on Monday. Citi analyst Christopher Danely called the news a "huge positive" for the dynamic random access memory, or DRAM, industry. But while the cuts from Samsung should help ease some pricing pressures, caveats persist, with Morgan Stanley's Joseph Moore expecting a "fairly muted" upturn from the production cuts and slow margin recovery even in 2024. "Investors are much more excited than industry contacts around this, given obvious green shoots implied from production cuts," he wrote.

☆ ‘Everyone should want to own’ this discounted chip stock, says ‘Fast Money’ trader Tim Seymour
▼ + stars: | 2023-04-10 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

Taiwan Semiconductor shares had a rough day, but it's a stock that "everyone should want to own" at these levels, according to Tim Seymour, founder and chief investment officer of Seymour Asset Management. "You want any chance to buy this stock on weakness," Seymour said on CNBC's "Fast Money." Taiwan Semiconductor is up roughly 19% from the start of the year. Indeed, the VanEck Semiconductor ETF (SMH) is up 26% in 2023. SMH YTD mountain VanEck Semiconductor ETF (SMH) YTD —CNBC's Brian Evans and Hakyung Kim contributed reporting.

☆ 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.

☆ Tech stocks are pulling the market higher, but it's all up to the Fed now
▼ + stars: | 2023-03-17 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

With all the wild volatility and hair-pulling over the fate of bank stocks, the average person on the street probably thinks the stock market has cratered this week. But it hasn't: The S & P 500 is up 2.6%. You can largely thank the performance of tech stocks, where the bulls have once again seized the reins. All the largest tech stocks have had big gains this week: AMD up 17% Meta Platforms up 14% NVIDIA up 11% Alphabet up 11% Microsoft up 11% Intel up 11% Amazon up 10% Apple up 5% But the tech rally is broader than the mega-caps. To the extent the big risk to tech stocks is the Fed continuing to raise rates, any sign that trend might be reversing would be a positive for the sector.

☆ A Chick-fil-A in North Carolina is accused of writing a racial slur on an order slip. The chain called it a 'misspelling' of the customer's name.
▼ + stars: | 2023-02-22 | by ( Nancy Luna | ) www.businessinsider.com time to read: +4 min

A Chick-fil-A customer in North Carolina said her daughter's order slip contained a racial slur. A Facebook post regarding the incident has gone viral, with more than 660 comments. The meal, she said, was returned with a racial slur on the order slip attached to the cup and the takeout bag. Some supported Jackson and her daughter and accused Chick-fil-A of supporting a culture of bigotry. In 2018, Taco Bell reportedly fired a cashier who was accused of writing a racial slur on a customer's receipt in Pennsylvania.

☆ These are Wall Street's favorite chip stocks, including one expected to rally more than 30%
▼ + stars: | 2023-02-20 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

It might be time to look for buying opportunities in a beaten-down part of the tech sector: semiconductor stocks. Chip stocks have been under pressure from supply chain disruptions sparked by the Covid-19 pandemic. This, along with the recent push toward artificial intelligence technology, has boosted chip stocks in early 2023. The average analyst price target on the stock implies the most upside of any name on the list at 33%, FactSet data shows. He also hiked his price target on Analog Devices to $230 per share from $215.

☆ Fact Check-Press Secretary did not say White House sent information to reporters 'via TikTok’
▼ + stars: | 2023-02-08 | by ( Reuters Fact Check | ) www.reuters.com time to read: +2 min

Social media users confused the phrase “tick tock” for the social media application TikTok, claiming that the White House was using the China-based app to communicate with reporters. The text in the posts read, “Karine Jean-Pierre the White House Press Secretary just said ‘A Tick-Tock was sent out to all reporters.’ Are you kidding me?? The White House uses Chinese media to communicate?”, “It is fitting that this administration would use Chinese spyware. “The White House does not use the Tik Tok application.”VERDICTMissing context. White House Press Secretary Karine Jean-Pierre did not say that the White House sent information to reporters via the TikTok app.

☆ CNBC Pro talks with the VanEck CEO on what commodities to invest in right now
▼ + stars: | 2023-02-07 | by ( Alison Conklin | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro talks with the VanEck CEO on what commodities to invest in right nowCNBC's Bob Pisani sat down with VanEck CEO, Jan van Eck, who he calls the 'king of commodities' at the Exchange ETF Conference in Miami Beach. VanEck Gold Miners (GDX), Oil Services (OIH), Agribusiness (MOO), and Rare Earth Metals (REMX) are among the top funds in the space and his VanEck Semiconductor ETF (SMH) is also the largest in its sector. They discuss when we may see the next big gold rally, oil stocks, chipmakers, and more.

☆ Forgotten parts of the market lead the way in 2023 as advisors wrestle with how to play the economy
▼ + stars: | 2023-02-07 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

Everyone here is amazed at how forgotten segments of the market have rebounded in 2023: international, growth, small cap and bonds. Advisors here are having a hard time wrapping their heads around the idea that there would be a recession ins 2023, and now maybe not. "With real wage growth, large payroll growth and earnings beating expectations it equals a soft landing at worst and maybe no recession near term." Most advisors here are coming to grips with Powell's insistence the Fed will not lower rates this year. Their Equal Weight S & P 500 ETF (RSP) has also attracted significant inflows from investors wary of market cap weighted indexes.

☆ The Oscars snubs of 'The Woman King' and 'Till' shows why #OscarsSoWhite is still trending in Hollywood
▼ + stars: | 2023-01-25 | by ( Marguerite Ward | ) www.businessinsider.com time to read: +7 min

"The Woman King" and "Till" got zero nominations for this year's Academy Awards. The snubs show Hollywood still undervalues Black creatives, especially Black women. The film led box-office charts when it debuted in September, and had some in Hollywood expecting the movie to nab spots for best picture, best director, or best actress. And this is the second year in a row in which no Black woman was nominated for the best actress trophy. For critics, the snubs of "The Woman King" and "Till" are proof that the Academy still doesn't give Black talent, particularly Black women, a fair chance to be recognized.

We're selling 100 shares of Qualcomm (QCOM) at roughly $122.84. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 525 shares of Qualcomm, decreasing its weighting in the portfolio to about 2.24% from 2.66%. However, shares of chipmaker Qualcomm were standing out in a sea of red, up about 2% late in the session. What this basically means is that the analysts see an upcoming event that could drive a negative move in a stock price. Qualcomm shares are having a strong showing in a weak market Wednesday, and the gains are extending the stock's run to about 12% year to date.

☆ The stock market set-up heading into the crucial CPI report Thursday morning
▼ + stars: | 2023-01-12 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

Bespoke Investment Group noted that in the first seven trading days of 2023, 175 stocks in the Russell 1000 are up 10% or more. Going into 2023, the pain trade was that the market would rally. "An in-line report doesn't cut it, in-line has already been sold," Chris Murphy, co-head of derivative strategy at Susquehanna, told me. "In my mind it [CPI] would have to be below consensus for the market to rally," he told me. He is particularly watching rental costs: "For inflation to come down, rents have to come down, and if they don't the Fed is going to be concerned."

☆ SMH semiconductor ETF tracking for worst yearly performance since 2008
▼ + stars: | 2022-12-28 | by ( Kristina Partsinevelos | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSMH semiconductor ETF tracking for worst yearly performance since 2008It's been a tough few weeks for semiconductor stocks. CNBC's Kristina Partsinevelos joins 'Squawk on the Street' to break down the details.

☆ A China ‘spending boom?’ Your guide to emerging market investing in 2023
▼ + stars: | 2022-12-26 | by ( Fred Imbert | ) www.cnbc.com time to read: +9 min

"We're going to have a spending boom in China, at least in the first half of the year," said Mehran Nakhjavani, emerging market strategist at MRB Partners. How to play emerging markets in 2023 Regardless, there are several ways for investors to get exposure to emerging markets. Perhaps the easiest way is by investing in the iShares MSCI Emerging Markets ETF (EEM). Another vehicle through which to play emerging markets is the First Trust Emerging Markets Small Cap AlphaDex ETF (FEMS) . The fund is the best-performing emerging markets ETF this year, according to Morningstar, with a year-to-date return of just over 1%.

☆ $3.2 trillion State Street shares their 3-part strategy for driving returns in 2023 as the economy falters and enters a recession
▼ + stars: | 2022-12-21 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The bad news for investors in 2023, according to Michael Arone, is that a recession is likely to hit the US economy. State Street Global Advisors currently has $3.2 trillion in assets under management. State Street Global AdvisorsWhat's more, Arone said, is high-dividend stocks also outperform in high-inflation environments like the current one. State Street Global AdvisorsThe Vanguard High Dividend Yield ETF (VYM) is one way to gain exposure to high-dividend stocks. State Street Global AdvisorsSemiconductor stocks are also historically undervalued, Arone said.

☆ Grade My Trade: SMH & DHR
▼ + stars: | 2022-12-19 | 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 EmailGrade My Trade: SMH & DHRThe ‘Halftime Report’ investment committee, Shannon Saccocia, Sarat Sethi, Joe Terranova and Jim Lebenthal, weigh in on the Danaher and semis trade.

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