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☆ Paul Meeks shares the semiconductor stocks he is 'sticking with'
▼ + stars: | 2024-11-01 | 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 EmailPaul Meeks shares the semiconductor stocks he is 'sticking with'Paul Meeks of Harvest Portfolio Management shares his stock picks in the hardware and semiconductors space.

Persons: Paul Meeks Organizations: Portfolio Management

☆ Businesses in Asia are waiting to see what U.S. election results would mean for trade: Analyst
▼ + stars: | 2024-11-01 | 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 EmailBusinesses in Asia are waiting to see what U.S. election results would mean for trade: AnalystJoel Lange from Dow Jones Risk & Research discusses potential impact of U.S. election result on Asia.

Persons: Joel Lange Organizations: Dow Jones Risk, Research Locations: Asia

☆ Cramer's Stop Trading: Enphase Energy
▼ + stars: | 2024-11-01 | 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 EmailCramer's Stop Trading: Enphase EnergyCNBC’s Jim Cramer explains why he is keeping an eye on shares of Enphase Energy.

Persons: Jim Cramer Organizations: Energy, Enphase Energy

☆ 2025 will be 'another very good year' for LLM and semiconductor companies: Paul Meeks
▼ + stars: | 2024-11-01 | 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 Email2025 will be 'another very good year' for LLM and semiconductor companies: Paul MeeksPaul Meeks of Harvest Portfolio Management says that he is waiting for the U.S. presidential elections to be over before "buying anything aggressively". He also suggests sticking with the hardware and semiconductor-focused AI trade for another year.

Persons: Paul Meeks Paul Meeks Organizations: Management, U.S

☆ CNBC TechCheck Evening Edition: November 1, 2024
▼ + stars: | 2024-11-01 | 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 EmailCNBC TechCheck Evening Edition: November 1, 2024CNBC's TechCheck brings you the latest in tech news from CNBC's 1 Market in the heart of San Francisco.

Persons: TechCheck Organizations: CNBC Locations: San Francisco

☆ The toughest part is just starting for Intel: Analyst
▼ + stars: | 2024-11-01 | 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 EmailThe toughest part is just starting for Intel: AnalystDavid Nicholson of The Futurum Group discusses the challenges Intel is likely to face after a positive earnings result in Q3.

Persons: David Nicholson Organizations: Intel

☆ GS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-term
▼ + stars: | 2024-11-01 | 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 EmailGS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-termTimothy Moe of Goldman Sachs shares his latest view on China markets, India markets and Japan markets.

Persons: Timothy Moe, Goldman Sachs Locations: China, India, Japan

☆ Underlying foundation of earnings is still favorable, says Truist's Keith Lerner
▼ + stars: | 2024-11-01 | 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 EmailUnderlying foundation of earnings is still favorable, says Truist's Keith LernerKeith Lerner, Truist co-chief investment officer, joins 'Power Lunch' to discuss the market reaction to today's jobs report.

Persons: Truist's Keith Lerner Keith Lerner, Truist

☆ Apple's AI demand remains in question
▼ + stars: | 2024-11-01 | 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 EmailApple's AI demand remains in questionCNBC's Steve Kovach joins 'Squawk on the Street' to discuss Apple earnings.

Persons: Steve Kovach

☆ Calls of the Day: Berkshire Hathaway, Citigroup, Visa and Uber
▼ + stars: | 2024-11-01 | 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 EmailCalls of the Day: Berkshire Hathaway, Citigroup, Visa and UberThe Investment Committee debate the latest Calls Of The Day.

Persons: Berkshire Organizations: Berkshire Hathaway, Citigroup, Visa, The

☆ Big tech signals on capex payoff
▼ + stars: | 2024-11-01 | 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 EmailBig tech signals on capex payoffCNBC's Deidre Bosa joins 'Money Movers' to discuss how AI spending showed up in tech earnings.

Persons: Bosa

☆ Former American Airlines CEO on support for Kamala Harris: This has everything to do with leadership
▼ + stars: | 2024-11-01 | 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 EmailFormer American Airlines CEO on support for Kamala Harris: This has everything to do with leadershipDoug Parker, former American Airlines chairman and CEO, and Jeff Sonnenfeld, Yale School of Management senior associate dean for leadership studies, join 'Squawk Box' to discuss the state of the 2024 election, corporate America's support for Vice President Kamala Harris, and more.

Persons: Kamala Harris, Doug Parker, Jeff Sonnenfeld Organizations: Former American Airlines, American Airlines, Yale School of Management

☆ Daiichi Sankyo COO: Partnerships with Merck & AstraZeneca going very well
▼ + stars: | 2024-11-01 | 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 EmailDaiichi Sankyo COO: Partnerships with Merck & AstraZeneca going very wellDaiichi Sankyo's chief operating officer, Hiroyuki Okuzawa speaks about the company's drug pipeline and alliances with global pharmaceutical firms.

Persons: Hiroyuki Okuzawa Organizations: Merck, AstraZeneca

☆ 3-Stock Lunch: Apple, Amazon and Tesla
▼ + stars: | 2024-11-01 | 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 Email3-Stock Lunch: Apple, Amazon and TeslaQuint Tatro, Joule Financial founder, joins 'Power Lunch' to discuss stock plays for three stocks.

Persons: Tesla Quint Tatro Organizations: Joule Financial

☆ This bull market still has a lot of time left, says Carson Group's Ryan Detrick
▼ + stars: | 2024-11-01 | 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 EmailThis bull market still has a lot of time left, says Carson Group's Ryan DetrickRyan Detrick, Carson Group chief market strategist, joins 'Closing Bell Overtime' to talk what's ahead for next week in the market.

Persons: Carson Group's Ryan Detrick Ryan Detrick Organizations: Carson Group

☆ Why the October jobs report likely won't impact the election
▼ + stars: | 2024-11-01 | 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 EmailWhy the October jobs report likely won't impact the electionLanhee Chen, Hoover Institution fellow and NBC News constributor, and Marc Morial, National Urban League CEO and former New Orleans mayor, join CNBC's 'The Exchange' to discuss how the October jobs report could impact the election, the contrast in economic visions between the two candidates, and more.

Persons: Lanhee Chen, Marc Morial, CNBC's Organizations: Hoover Institution, NBC, National Urban League, New Locations: New Orleans

☆ The Week Ahead: November 1, 2024
▼ + stars: | 2024-11-01 | 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 EmailThe Week Ahead: November 1, 2024CNBC's Dominic Chu looks ahead to what are likely to be next week's top business and financial stories.

Persons: Dominic Chu

☆ Market Navigator: Tracking the crude oil trade
▼ + stars: | 2024-11-01 | 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 EmailMarket Navigator: Tracking the crude oil tradePhil Streible, Blue Line Futures chief market strategist, joins 'Power Lunch' to discuss whether it's time to get back into crude oil or not.

Persons: Phil Streible Organizations: Blue Line Futures

☆ Dow closes up 563 points as investors shake off jobs report
▼ + stars: | 2024-11-01 | 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 EmailDow closes up 563 points as investors shake off jobs reportJose Rasco, HSBC Global Private Banking and Wealth Management CIO, and Scott Wren, Wells Fargo Investment Institute senior global market strategist, join 'Closing Bell Overtime' to talk the day's market action.

Persons: Dow, Jose Rasco, Scott Wren Organizations: HSBC Global Private Banking, Wealth Management, Fargo Investment Institute Locations: Fargo

☆ Investing doesn't guarantee productivity growth, says analyst
▼ + stars: | 2024-11-01 | 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 EmailInvesting doesn't guarantee productivity growth, says analystIsabel Albarran, investment officer at Close Brothers Asset Management, talks about the ramifications of the U.K. budget, and how it may take some time for confidence to grow.

Persons: Isabel Albarran Organizations: Asset Management

☆ Upside expected for Amazon as fulfillment efficiency increases margins, says Cowen's Blackledge
▼ + stars: | 2024-11-01 | 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 EmailUpside expected for Amazon as fulfillment efficiency increases margins, says Cowen's BlackledgeJohn Blackledge, senior internet analyst at Cowen, joins CNBC's 'Squawk on the Street' to discuss his buy rating for Amazon, expectations for the stock, and more.

Persons: Cowen's Blackledge John Blackledge Organizations: Cowen

☆ November rate cut is all but a done deal: KPMG's Diane Swonk
▼ + stars: | 2024-11-01 | 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 EmailNovember rate cut is all but a done deal: KPMG's Diane SwonkCNBC's Steve Liesman and Diane Swonk, chief economist at KPMG, join 'The Exchange' to discuss the October jobs report, the Fed's next move, and more.

Persons: Diane Swonk, Steve Liesman Organizations: KPMG

☆ Washington reaction divided on jobs report data
▼ + stars: | 2024-11-01 | 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 EmailWashington reaction divided on jobs report dataCNBC’s Eamon Javers joins 'Power Lunch' to discuss the political reaction to today's jobs report.

Persons: Eamon Javers Organizations: Washington

☆ Japanese wages need to be doubled, says Fast Retailing Group CEO
▼ + stars: | 2024-11-01 | 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 EmailJapanese wages need to be doubled, says Fast Retailing Group CEOTadashi Yanai, Chairman & CEO of Fast Retailing Group, discusses the need for wage increases against the backdrop of the yen's fluctuations and Japan's growth momentum.

Persons: Tadashi Yanai Organizations: Retailing

☆ Watch Friday's full episode of Fast Money — November 1, 2024
▼ + stars: | 2024-11-01 | 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 EmailWatch Friday's full episode of Fast Money — November 1, 2024"Fast Money" is America's post-market show. Hosted by Melissa Lee and a roundtable of top traders, "Fast Money" breaks through the noise of the day, to bring you the actionable news that matters most to investors.

Persons: Melissa Lee

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