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☆ The two key updates in Apple's earnings that sellers of the stock are overlooking
▼ + stars: | 2024-02-01 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Cash flow and capital allocation In its June quarter, Apple generated operating cash flow and free cash flow results that handily exceeded Street expectations. The Mac's return to growth is also notable, especially given the shorter quarter, indicating a significant acceleration in growth versus the September quarter. In services, sales advanced 11% year over year on the back of double-digit growth in paid subscriptions. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Tim Cook, Cook, Apple, Siri, we're, it's, Luca Maestri, We've, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Apple, Vision, CNBC, Apple Vision, Getty Locations: China, Malaysia, Mexico, Philippines, Poland, Turkey, India, Indonesia, Saudi Arabia, Chile, Kantar, U.S, Japan, Australia

☆ We're buying more of this industrial stock following its Thursday post-earnings fall
▼ + stars: | 2024-02-01 | by ( Zev Fima | ) www.cnbc.com time to read: +2 min

Following Thursday's trade, Jim Cramer's Charitable Trust will own 560 shares of HON, increasing its weighting to 3.70% from 3.51%. 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 . 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's, Jim Cramer, Jim Organizations: Honeywell, CNBC

☆ You hear the market expects six Fed rate cuts this year — here's where that data comes from
▼ + stars: | 2024-01-31 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

This week's question: CNBC guests often say six Fed cuts are priced into the 2024 market. – Mike H. When you hear about the number of Federal Reserve interest rate cuts being priced into the market, the data comes from the CME FedWatch tool . The overnight fed funds bank lending rate is the rate that everyone is referring to when talking about Fed rate moves. You may have heard us say things like, the market is trading on Fed rate cuts. This week's question: CNBC guests often say six Fed cuts are priced into the 2024 market.

Persons: Jim Cramer, Mike H, Jerome Powell, Jim Organizations: Federal, CME, That's, CNBC

☆ We're raising our Alphabet price target after earnings that shouldn't have dinged the stock
▼ + stars: | 2024-01-30 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Alphabet delivered better-than-expected fourth-quarter sales and earnings after the closing bell Tuesday. Total revenue rose 13.5% year-over-year to $86.31 billion, outpacing the $85.33 billion expected, according to estimates compiled by LSEG. However, it wasn't enough to jump over the high expectations that come with a stock trading at all-time highs. Google Search sales in Q4, by far the largest contributor to overall revenue, gained 12.7% to a lower-than-expected $48.02 billion. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Copilot, Ruth Porat, We're, Jim Cramer's, Jim Cramer, Jim, Michael M Organizations: LSEG, Wall Street, Google, Management, NFL, Microsoft, Google Network, Google Services, Web Services, CNBC, Washington, Santiago, Getty Locations: Hudson Square, New York City

☆ Danaher shares hit a 1-year high after earnings and we're increasing our price target
▼ + stars: | 2024-01-30 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

DHR 1Y mountain Danaher 1 year Shares of Danaher rose as much as 5% to a 52-week high of $245.40 each. Core sales, not shown on the table, were down 22.5%. Core sales were down 4% year over year as strength from academic and life science research customers was more than offset by weakness from pharma and biopharma customers. Core sales fell about the same as strength in clinical diagnostics, driven by Beckman Coulter Diagnostics was more than offset by lower respiratory revenue at Cepheid. In this photo illustration, Danaher Corporation logo is seen displayed on a smartphone and PC screen.

Persons: we've, Danaher, Beckman Coulter, Jim Cramer's, Jim Cramer, Jim, Pavlo Gonchar Organizations: Revenue, LSEG, JPMorgan Healthcare, Sciences, Diagnostics, Biotechnology, Management, pharma, Beckman Coulter Diagnostics, CNBC, Getty Locations: Danaher, China, Biotechnology, North America, Europe, Asia, Pacific, Cepheid

☆ Earnings season is like 'March Madness' for options traders. Here are some basic strategies
▼ + stars: | 2024-01-29 | by ( Zev Fima | ) www.cnbc.com time to read: +22 min

Say the premium is $2 on that $195 strike heading into earnings and I am sitting on 100 shares (remember every options contract represents 100 shares). If, however, shares hit the $195 strike, then I am, as the seller of that option contract, obligated to sell my shares at $195. To implement this strategy, you would sell a put at a higher strike price and then purchase another put as insurance at a lower strike price. In this case, we would be laying out $2 (paying $3 to buy the $195 strike and collecting $1 by selling the $190 strike). There are two high-level factors that determine an options price, intrinsic value and time value.

Persons: Jim Cramer's, It's, we'll, you'll, I've, it's, they're, we're, we've, We've, Jim Cramer, Steve Jobs, Tim Cook, Vega, Jim, Spencer Platt Organizations: CNBC, Jim Cramer's Charitable Trust, Club, Nvidia, New York Stock Exchange, Getty Locations: Delta, New York City

☆ Here's what we think about when deciding how many shares to buy or sell
▼ + stars: | 2024-01-28 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

This week's question: As you would imagine, many of us Club members hold positions in the Portfolio stocks with sizing that differs from the Club holdings. 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. This week's question: As you would imagine, many of us Club members hold positions in the Portfolio stocks with sizing that differs from the Club holdings.

Persons: Jim Cramer, Jim Organizations: Club, CNBC, Apple

☆ 10 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-01-27 | by ( Zev Fima | ) www.cnbc.com time to read: +16 min

All three major averages posted gains for the third consecutive week, lifted by solid quarterly earnings and positive economic data. Earnings season ramps up next week, with five of the Super Six mega-cap stocks delivering results. Employment numbers are the most important economic data, with Friday's January nonfarm payrolls report carrying the most weight. The January ISM Manufacturing report on Thursday and December's factory orders report Friday are expected to show the sector still in contraction mode. But earnings and commentary this week from peer Sartorious made us encouraged about a return to growth in 2024.

Persons: nonfarm, December's, Sartorious, We've, Stanley Black, Decker, We're, We'd, Royal Philips, Crane, Woodward, ServisFirst, Cadence Bancorporation, CADE, Johnson, Phillips, Avery Dennison, Columbus McKinnon, Robinson, SIRI, Cardinal Health, Parker, DOV, Pitney Bowes, Ferrari N.V, CSW, COLM, W.W, Grainger, Dwight Co, Jim Cramer's, Jim Cramer, Jim, Tim Cook, Justin Sullivan Organizations: Gross, Procter, Gamble, Gillette, Super, Consumer, JPM Healthcare, Amazon, Microsoft, Honeywell, Aerospace, Solutions, Apple Watch, Masimo, Vision Pro, Franklin Resources, Resource Partners, Bank of Marin Bancorp, Bank7 Corp, Pacific Premier Bancorp Inc, Provident Financial Holdings, Dynex, Cliffs Inc, Nucor Corp, Whirlpool Corp, F5 Networks, Capital Southwest Corp, Harbors Investment Corp, Crane Co, Payne, Equity, Heartland Financial, Cadence, FinWise Bancorp, Five Star Bancorp, PotlatchDeltic Corporation, Sanmina Corporation, Pfizer, General Motors Corp, United Parcel Service, JetBlue Airways Corporation, Smith Corp, Marathon Petroleum Corp, HCA Healthcare, Oshkosh Corporation, SYSCO Corp, Danaher Corp, Johnson Controls, M.D.C . Holdings, Commvault Systems Inc, Hope Bancorp, Hubbell Incorporated, Malibu Boats, Polaris Industries, Inc, Camden National Corp, Cambridge Bancorp, Microsoft Corp, Starbucks Corp, Devices, Electronic Arts Inc, Juniper Networks, Stryker Corp, Lending, Canadian, Canadian Pacific Kansas City Limited, Mondelez, Chubb Corporation, Modine Manufacturing, Partners, Management, Hawaiian Holdings, Manhattan Associates, Unum Group, UNM, Axos, Enova, Boston Properties, Boeing Co, Novo Nordisk, Mastercard Inc, Roper Technologies, Boston Scientific Corporation, MarketAxess Holdings, Fisher, Aptiv PLC, Hess Corp, Nasdaq, United Microelectronics Corp, Rockwell Automation, Teva Pharmaceutical Industries, Ltd, Avery, Avery Dennison Corp, Extreme Networks, Otis Worldwide Corporation, OTIS, Columbus, Columbus McKinnon Corp, Central Pacific Financial Corp, Brinker International, Fortive Corporation, Qualcomm, Technology, Metlife, Hanover Insurance, Barn Holdings, CONMED Corporation, DLH Holdings Corp, Meritage Homes Corporation, Honeywell International, Eaton Corp, Altria, Royal Caribbean Cruises Ltd, Merck, Co, Enterprise Products Partners, Dorian LPG, SiriusXM Holdings, Cardinal, Hannifin Corporation, Allegheny Technologies Incorporated, Tractor Supply Company, Trane Technologies, Dover Corp, Huntington Ingalls Industries, Brunswick Corporation, Dickinson, Canada Goose Holdings, Kirby Corp, WEC Energy Group, WestRock Company, Allegro MicroSystems, Ball Corporation, Broadridge Financial, BrightSphere Investment Group, CMS Energy Corp, Lancaster Colony Corp, Rogers Communications Inc, Sanofi, Apple, Atlassian Corporation, United States Steel Corp, Corp, Adtalem Global, Homes, DXC Technology Company, Eastman Chemical Company, Gen, Post Holdings, America, Columbia Sportswear Company, Exxon Mobil Corp, Chevron Corporation, Myers Squibb Co, CIGNA Corp, Regeneron Pharmaceuticals, Charter Communications, AON, Cboe, Dwight, Banco Santander, Jim Cramer's Charitable, CNBC, Apple Vision, Getty Locations: China, East, United States, Europe, Cleveland, Alexandria, California, Corning, Canadian Pacific, Teradyne, TER, Novo, Hanover, PBI, Skechers U.S.A, Bristol, Chile

☆ Shut out of the high-flying Super Six? Here are some entry prices to consider
▼ + stars: | 2024-01-26 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The goal: Determine entry points for investors who don't currently have a position. If you already own shares, consider your cost basis and last buy for entry points. Microsoft Three potential entry points: $380, $365 and $342. Alphabet Three potential entry points: $140, $130 and $120. It doesn't mean we will necessarily upgrade all a stock if it reaches one of the entry points discussed above.

Persons: Apple, that's, MSFT, It's, we're, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Cheng Organizations: Apple, Amazon, Microsoft, Nvidia, Semiconductor, Vision, Jim Cramer's Charitable, CNBC, Nvidia Corp, Bloomberg, Getty Locations: Thursday's, Taipei, Taiwan

☆ We're exiting this industrial stock as it hits a new record high — here's why
▼ + stars: | 2024-01-25 | by ( Zev Fima | ) www.cnbc.com time to read: +3 min

Following the trade, Jim Cramer's Charitable Trust will no longer own shares in the construction equipment maker. Analysts at JPMorgan recently reminded investors that Caterpillar stock has a history of pulling back after the company reports fourth-quarter earnings. 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's, Jim Cramer, Jim Organizations: Caterpillar, CAT, JPMorgan, Investors, Jim Cramer's Charitable, CNBC

☆ We're pleased to see P&G shares pop on solid quarterly earnings. But don't chase the rally
▼ + stars: | 2024-01-23 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Procter & Gamble shares jumped more than 4% on Tuesday following better-than-expected quarterly earnings that were released before the opening bell. PG 1Y mountain Procter & Gamble 1 year Given the consumer products giant's strong profitability and cash flow, we're reiterating our $168-per-share price target. Organic sales grew 4% in the quarter. Skip down to the Organic Sales growth, the only line time that beat was Grooming. Boxes of Crest toothpaste owned by the Procter & Gamble company are seen on a store shelf on October 20, 2020 in Miami, Florida.

Persons: Gamble, That's, Skip, Jim Cramer's, Jim Cramer, Jim, Joe Raedle Organizations: Procter, Gamble, Gillette, Citi, Management, Care, SK, CNBC, Procter & Gamble, Getty Locations: Greater China, Eastern Europe, Africa, North America, China, Miami , Florida

☆ The 4 most important things we're watching in the stock market this coming week
▼ + stars: | 2024-01-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Fortunately, we'll get useful information in the coming weeks as earnings season ramps up and updated inflation data is released. We really want to see more supply come into the market to provide some relief on shelter costs. Looking to next week, we'll get a several key economic updates and a ramp up of earnings releases. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Morgan Stanley, we'll, Procter & Gamble, we've, We're, we're, We'll, Forex, Brown, BRO, Zions, CrossFirst, Johnson, Lockheed Martin, Horton, ERIC, Baker Hughes, Abbott, ABT, Clark, BOK, Monro, Simmons, United Community Banks, Lam, Ethan Allen Interiors, Raymond James Financial, Sherwin, Williams, Northrop, Murphy, Arthur J, Levi Strauss, LEVI, Booz Allen, Jim Cramer's, Jim Cramer, Jim, John Gress Organizations: Nasdaq, Microsoft, Nvidia, Tesla, Apple, Bank of America, Reserve, Procter, Gross, Citigroup, of Hawaii, United Airlines, Logitech International S.A, AGNC Investment, Agilysys Inc, Great Southern Bancorp, Enterprise Financial Services, Independent Bank, Home Bancorp, RBB Bancorp, TrustCo Bank Corp, Gamble Co, Verizon Communications, 3M Company, General Electric Co, GE, RTX Corporation, Halliburton Company, HAL, Lockheed, Ericsson, Bank, GATX Corporation, MakeMyTrip, National Bancorp, Synchrony, Webster, Atlantic Union Bankshares Corporation, Invesco PLC, Peoples Bancorp Inc, Sandy Spring Bancorp, Netflix, Texas Instruments Incorporated, Steel Dynamics, Canadian National Railway Company, NBT Bancorp, East West Bancorp, Covenant Logistics Group, Inc, Hanmi, National Bank Holdings Corporation, Premier Financial, QCR Holdings, Renasant Corporation, Triumph, Veritex Holdings, ASML, SAP, Textron, Oriental Education, Technology Group, First BanCorp, General Dynamics, OFG Bancorp, Prosperity, TE Connectivity, United Community, Blue Foundry Bancorp, Capitol Federal, HBT, Teledyne Technologies, Business Machines, IBM, Las Vegas Sands Corp, Lam Research, United Rentals, Berkley Corp, Crown, International, Packaging Corporation of America, Seagate Technology plc, CACI, Swift Transportation Holdings, Ameriprise Financial, Concentrix Corporation, First Bank, Liberty Energy, Pathward Financial, Columbia Banking, CSX, American Airlines Group, NextEra Energy Inc, Alaska Air Group, Dow Chemical Co, Valero Energy, Southwest Airlines Co, Nextera Energy, Williams Co, Union Pacific, Applied Industrial Technologies, Mobileye, Northrop Grumman, Comcast, Nokia, TAL Education, McCormick & Company, Intel, Visa Inc, Gallagher, Co, KLA Corporation, Western Alliance, Mobile, L3Harris Technologies, Western, Olin Corporation, American Express Co, Booz, Booz Allen Hamilton Holding, Colgate, Palmolive Co, Norfolk Southern Corporation, Jim Cramer's Charitable, CNBC, Gamble's Locations: Procter &, U.S, China, ZION, Freeport, Kimberly, Las, W.R, Chicago

☆ What does 'buy and homework' mean for investors? Here's how to get started
▼ + stars: | 2024-01-18 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Here's our Club Mailbag email investingclubmailbag@cnbc.com — so you send your questions directly to Jim Cramer and his team of analysts. The objective of staying current with Wall Street research, news events, industry trends and macroeconomic shifts is to answer one big question: Is my investment thesis still intact? 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, — Melissa Goldberg, Phil Fisher, Piper, Jim, Locker, Squawk, Virginia Sherwood Organizations: Wall, Club, Costco, CNBC Locations: Maxx

☆ We're raising our Morgan Stanley price target despite the stock's post-earnings decline
▼ + stars: | 2024-01-16 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Morgan Stanley on Tuesday morning reported an adjusted earnings-per-share beat. MS 1Y mountain Morgan Stanley 1 year Shares of Morgan Stanley were on a five-session losing streak with Tuesday's post-earnings 5% decline. However, Morgan Stanley — and for that matter, Wells Fargo — saw their stocks surge into the end of 2023. Asset management revenue increased 6% from last year, reflecting higher asset levels and the impact of positive fee-based asset flows. Ted Pick, co-president of Morgan Stanley, speaks during a Bloomberg Television interview in New York, US, on Thursday, Oct. 26, 2023.

Persons: Morgan Stanley, Wells Fargo, Morgan Stanley's, Morgan Stanley —, Ted Pick, Morgan Staley, ROTCE, it's, Morgan, Morgan Stanley repurchased, Jim Cramer's, Jim Cramer, Jim Organizations: Revenue, Bloomberg, Federal Deposit Insurance Corporation, Silicon Valley Bank, Morgan, Wealth Management, Investment Banking, FDIC, Institutional Securities, Investment, Equity, Morgan Stanley's Wealth Management, Investment Management, Asset, Capital, CNBC, Bloomberg Television, Getty Locations: Silicon, Wells Fargo —, U.S, New York

☆ What to do when 'own, don't trade' Apple and Nvidia grow into big positions
▼ + stars: | 2024-01-07 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Apple and Nvidia are "own, don't trade" stocks, so should they be kept as they are, or shrink down? First, let's address our idea of "own, don't trade" stocks. To main a diversified portfolio, we don't want any of our positions, even Apple, to get much bigger than 5-6%. That doesn't mean we don't love the name or no longer view it as an "own, don't trade," it simply means that while it is an "own, don't trade" we also still abide by the view that discipline trumps conviction (diversification and not don't be greedy being the two disciplines of focus in this case) and that overrides the own, don't trade mantra. When we say "don't trade" these two names, we stay invested in both and don't try to catch the next 10% move up or down.

Persons: Jim Cramer, Eli Lilly, Jennie, Nvidia —, Nvidia wasn't, Jim Cramer's, Jim, SeongJoon Cho Organizations: Nvidia, Broadcom, Costco, Apple, Federal Reserve, Jim Cramer's Charitable, CNBC, Apple Inc, Bloomberg, Getty Locations: Hanam, South Korea

☆ Why own Apple stock when there are no near-term catalysts? Here are 3 key reasons
▼ + stars: | 2023-12-31 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

However, the reason Apple is designated an "own it, don't trade" stock is because near-term catalysts are less important than the longer-term trajectory. If 2023 taught us anything it's that the stock market will always surprise you. We think the best approach is to not worry too much about quarterly dynamics, and focus on the longer-term drivers of Apple stock. 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, Dave You, that's, Siri, it's, you've, Jim Cramer's, Jim, SeongJoon Cho Organizations: Club, Apple, EU, Nvidia, Apple Watch, Services, Apple Care, Jim Cramer's Charitable, CNBC, Apple Inc, Bloomberg, Getty Locations: spurts, India, Hanam, South Korea

☆ A tech-heavy portfolio can be still considered diversified. Here's how we think about it
▼ + stars: | 2023-12-24 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

– Thank you, Cathryn, San Francisco We certainly understand and agree it's becoming increasingly difficult to maintain a diversified portfolio that's not dominated by technology stocks. There are also what many investors would think of as tech companies in S & P 500 Communication Services , at an 8.6% weighting. After all, we would say Meta, Alphabet and Amazon are as much tech companies as Apple or Microsoft, with all three considered leaders in artificial intelligence. These are industrial technology companies, not the industrial companies of old. So, using some of the examples provided in the question: Yes, Microsoft and Apple are both considered Information Technology companies.

Persons: Jim Cramer, it's, didn't, We've, they're, Jim Cramer's, Jim Organizations: Technology, Nvidia, Apple, Broadcom, Microsoft, Palo Alto Networks, Communication, Honeywell, Eaton, Web Services, Google, Jim Cramer's Charitable, CNBC Locations: San Francisco

☆ Here are 7 portfolio stocks that can benefit from bigger tech budgets in the age of AI
▼ + stars: | 2023-12-12 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

In aggregate, the survey results point to a 60 to 70 basis point acceleration for IT spending growth in each of the next three years, with cloud spending growth much stronger at 150 to 300 basis points. Cloud and AI A rebound in cloud growth is expected thanks in large part the renewed focus and need to invest in artificial intelligence. In fact, 73% of the CIO respondents said they are "implementing now, plan to implement, or are testing generative AI." 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.

Persons: Piper Sandler's, Piper, OpenAI, Einstein, Jim Cramer, Jim Cramer's, Jim, Chino Organizations: Microsoft, Web Services, Google, IBM, Oracle, Nvidia, Piper, Broadcom, Marvell Technology, VMWare, Cybersecurity, Palo Alto Networks, Broadcom —, CNBC Locations: Silicon Valley, America

☆ Signs of a sector rotation — plus 2 more themes to watch in the stock market
▼ + stars: | 2023-12-02 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Historically, November is the best month of the year for the stock market, and December is third, according to the Stock Trader's Almanac. Under the surface this week, we also saw signs of a possible market rotation in the works. Rotation watch : We must look to next week's trading for confirmation that we're in the grips of a rotation or simply a head fake. Signs of the former were on display this week as the two of the biggest sector winners of the year, communication services and technology , trailed the market. Jobs, jobs, jobs : The most important release of the week comes Friday in the form of the November nonfarm payrolls report.

Persons: Jerome Powell, That's, Locker, it's, Hock Tan, We'll, Joann, JOAN, JM Smucker, OLLI, Campbell Soup, Brown, Forman, LULU, Smith, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Wall, Dow, Nasdaq, Federal, Broadcom, Marvell Technology, Cisco Systems, VMWare, Club, PMI, Labor, Signet Jewelers, SIG, Brands, Toll, Thor Industries, Natural Foods, GameStop, Vail Resorts, MTN, Smith & Wesson, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Asana, ASAN, New York City

☆ Bank of England drags Bagehot into the shadows
▼ + stars: | 2023-12-01 | by ( Liam Proud | ) www.reuters.com time to read: +8 min

That is no longer tenable, in part because of reforms to bank regulation that shifted activity from traditional lenders to financial market players. These days, the institutions in need of urgent liquidity are just as likely to be pension funds, insurers or hedge funds. The British central bank’s initial ideas make sense, but only solve part of the problem. The central bank can short-circuit the panic by opening the credit taps. Central banks are only just starting to grapple with what it means to be a lender of last resort in that context.

Persons: Walter Bagehot’s, Andrew Hauser, BoE, WALTER, Gurney, Peter Thal Larsen, Streisand Neto, Thomas Shum Organizations: Reuters, Bank of England, Reuters Graphics Reuters, U.S, Treasury, Federal Reserve, Pensions, . Treasury, Citadel, Millennium Management, City of, U.S . Federal, Gurney & Company, Victorian, Thomson Locations: British, City, City of London, Basel, Overend, Lombard

☆ Better than feared financials are fueling Foot Locker's stock surge. But we'll take it
▼ + stars: | 2023-11-29 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Foot Locker (FL) reported quarterly results that can only be described as better than feared: Nearly all of the important metrics came in weaker than a year ago, but they weren't as terrible as expectations on Wall Street. While Wednesday's surge put Foot Locker's quarter-to-date gains at nearly 60%, the stock was still down roughly 27% in 2023. Better sales guidance than previously forecast and only a slightly worse earnings outlook also helped juice shares of Foot Locker. In our view, this is appropriate because Foot Locker is a turnaround story. Shoppers leave the American multinational sportswear and footwear retailer, Foot Locker store in Spain.

Persons: Locker, We're, Mary Dillon, Dillon, we're, Michael Baughn, comps, Cash, Jim Cramer's, Jim Cramer, Jim, Xavi Lopez Organizations: Sports, Nike, Management, EMEA, CNBC, Shoppers, Lightrocket, Getty Locations: North America, Middle East, Africa, Asia, Spain

☆ Here's why we see no reason to curb our enthusiasm for stocks heading into December
▼ + stars: | 2023-11-28 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Don't listen to the bears: The incredible rally in stocks this month isn't over yet. The Dow and S & P 500 are on track to finish November — ending with Thursday's close — 7% and 8.4% higher, respectively. .SPX ALL mountain Long term look at the S & P 500 index We don't see any reason to curb our enthusiasm for stocks heading into the final month of 2023. With nearly all S & P 500 companies reporting results as of Nov. 17 (the last update from FactSet), 82% beat estimates on earnings while 62% beat on sales. The S & P 500 is bumping up against the highs of the year last reached in July, and the S & P Oscillator came into the week very overbought, a factor prompting us to book some profits and raise some cash.

Persons: Thursday's, Let's, Locker, bullish, Jim Cramer's, Jim Cramer, Jim, Brendan Mcdermid Organizations: Dow, Stock Traders, Federal Reserve, Energy, Meta, Adobe Analytics, Mastercard, Adobe, Shoppers, TJX Companies, PCE, Jim Cramer's Charitable, CNBC, New York Stock Exchange Locations: Santa, New York City, U.S

☆ This is the best place to park cash to use for your next stock buys
▼ + stars: | 2023-11-26 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

According to money market tracker Crane Data , the average yield of the 100 largest money market funds is 5.19%. Money market funds vs. money market accounts Not to be confused with money market accounts (and other types of deposit accounts), money market funds are low-risk investments — and as such, they are not backed by the Federal Deposit Insurance Corporation (FDIC). Forbes put together a list of top money market funds from some of the biggest brokerages in the nation. To be sure, as CNBC Select points out, there are high-yield savings and money market accounts out there with yields approaching those from money market funds. But we want to emphasize that these were rare events and money market funds are considered very low-risk investments.

Persons: Jim Cramer, Louis P, Forbes, you'll, Jim Cramer's, Jim Organizations: Federal Deposit Insurance Corporation, CNBC, Jim Cramer's Charitable, New York Stock Exchange, Bloomberg, Getty Locations: New York, U.S

☆ 3 things to watch in the stock market as Street aims to extend winning streak
▼ + stars: | 2023-11-25 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

(Treasury yields tend to move inversely to stock prices; as yields fall investors seeking better returns move money back into the stock market). The chipmaker once again came into its quarterly print with super-high expectations on the Street, but once again exceeded them . For this reason, we put more emphasis on monthly economic releases, such as the aforementioned personal spending report. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Dow, Estee Lauder, Einstein, Jim Cramer's, Jim Cramer, Jim, Locker, Jeff Greenberg Organizations: Nasdaq, Federal Reserve, Treasury, Nvidia, Apple, TJX, Bank of Nova, Elbit Systems, Intuit, Hewlett Packard Enterprise, Hormel, Kroger, KR, Academy Sports, TD Bank, Royal Bank of Canada, Dell Technologies, Bank of Montreal, BMO, Jim Cramer's Charitable, CNBC, Universal, Getty Locations: Bank of Nova Scotia, AMBA

Apple (AAPL), Amazon (AMZN) and Nvidia (NVDA) made news heading into the end of this holiday shortened trading week. AAPL YTD mountain Apple (AAPL) year-to-date performance The news: Apple smartphone sales in China reportedly lagged those of Hauwei and Xiaomi during the country's recent Singles Day shopping event. Yes, there is smartphone competition to the iPhone in China, but Apple remains an aspirational brand there (and everywhere) because of its pricing, product quality and closed ecosystem. Nvidia garners around 20% of its revenue from China, and continues to face competition from Chinese companies like Huawei. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Daniel Ives, Ives, we're, it's, Jim Cramer's, Jim Cramer, Jim Organizations: Apple, Nvidia, Reuters, Counterpoint Research, Huawei, Xiaomi, Miami Dolphins, New York Jets, National Football, NFL, Amazon, CNBC, Getty Locations: China, Asia, India, Taipei, Taiwan

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