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☆ Jim Cramer's top 10 things to watch in the market Tuesday: Big Microsoft AI bet, defensive rotation
▼ + stars: | 2023-01-10 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Microsoft and Alphabet are both Club stocks. Boeing (BA) downgraded to equal weight from overweight (hold from buy) at Morgan Stanley (MS). Wells Fargo upgrades AT & T (T) to overweight from equal weight (buy from hold); price target up to $22 per share from $17. On the seas, Morgan Stanley downgrades Norwegian Cruise Line (NCLH) to underweight from equal weight (sell from hold). As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Chip stocks tumbled in 2022. How to play the sector in the new year
▼ + stars: | 2023-01-08 | by ( Samantha Subin | ) www.cnbc.com time to read: +7 min

Semiconductor stocks suffered a series of blows in 2022 as demand for consumer discretionary items fell off a cliff and supply chain disruptions continued. Betting on semiconductor favorites Despite ongoing volatility, some analysts and investors are still betting on once high-flying names in 2023, even though the challenges of 2022 continue. One of those is Advanced Micro Devices, a chip stock commonly connected with PC and server chips that fell hard in 2022. Texas Instruments held up better than the rest of the semiconductor market in 2022, shedding a little more than 12%. Bailey is mostly shying away from former, rapid growth names, with small bets on ASML and Marvell for clients looking for possible higher growth.

☆ Here are Thursday's biggest analyst calls: Tesla, Amazon, Nike, Nio, Verizon, Disney, Snap & more
▼ + stars: | 2022-12-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Guggenheim names Nike a top 2023 pick Guggenheim said Nike's brand remains "healthy and strong." Bank of America names Amazon a top 2023 pick Bank of America said Amazon is a "share gainer" that will continue in 2023. " Morgan Stanley upgrades Verizon to overweight from equal weight Morgan Stanley said Verizon shares are "historically" attractive. Morgan Stanley downgrades AT & T to equal weight from overweight Morgan Stanley said it sees a more balanced risk/reward. Morgan Stanley downgrades Lockheed Martin to equal weight from overweight Morgan Stanley said it sees more "limited upside" for shares of the defense company. "

☆ Here are Wednesday's biggest analyst calls: Tesla, Apple, Amazon, Exxon Mobil, Nike, Best Buy & more
▼ + stars: | 2022-12-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley names Exxon Mobil a top 2023 pick Morgan Stanley said Exxon Mobil is one of the best-positioned stocks heading into 2023. Morgan Stanley reiterates Apple as overweight Morgan Stanley said concerns about App Store competition are overdone. Bank of America downgrades Best Buy to underperform from neutral Bank of America said the environment is too challenging right now for Best Buy. Bank of America reiterates Nike as neutral Bank of America said it's cautious going into Nike earnings next week. Bank of America reiterates Alphabet as buy Bank of America said it's sticking with its buy rating on Alphabet but that investors need to hear more about the Google parent's cost-cutting initiatives.

☆ Here's why we're overhauling our Bullpen watch list — adding five stocks and removing two
▼ + stars: | 2022-12-09 | by ( Jeff Marks | ) www.cnbc.com time to read: +13 min

We're making several updates to our Bullpen watch list: adding five names, including Caterpillar (CAT), and removing two. Also, adding a stock to the Bullpen does not necessarily mean we would buy it at the current price. Let's go company by company to explain the reasons behind the additions and the removals. 5 stocks added to the Bullpen This aerospace and defense company was formed in 2020 through the combination of Raytheon Company and United Technologies Corporation's aerospace business. 2 stocks removed by the Bullpen We put Barrick Gold in the Bullpen back in March, thinking investors may seek out gold stocks as a safe haven during times of crisis.

☆ Cramer talks about some hot industrial stocks, and how we're playing Wall Street's pivot from tech
▼ + stars: | 2022-12-04 | by ( Jim Cramer | ) www.cnbc.com time to read: +9 min

The Dow Jones Industrial Average has done so much better than the average semiconductor company, or even the above-average enterprise software company that it's insane that we even focus on some of the latter. The 600 companies formed in the last two years rent too much of your brain space even in passing. What enterprise software company can say that? 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.

"Adding to the Fed's problems, monetary conditions have loosened in recent weeks as the dollar and longer-dated Treasury yields have fallen and credit spreads have narrowed. This is undoing the tightening effects of the Fed's recent rate rises." Investors now see an 87% chance that the Fed will increase interest rates by 50 basis points in December, down from 91% before the jobs data was published on Friday. Declining issues outnumbered advancers for a 5.14-to-1 ratio on the NYSE and a 3.09-to-1 ratio on the Nasdaq. The S&P index recorded two new 52-week highs and no new low, while the Nasdaq recorded 15 new highs and 40 new lows.

☆ Jim Cramer's top 10 things to watch in the market Friday: Hot jobs, chip trouble, FedEx looks OK
▼ + stars: | 2022-12-02 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Marvell Technology (MRVL) gets multiple price target cuts. Here's a switch: Citi is RAISING its price target on FedEx (FDX) to $190 per share from $165. So price target cuts on Wall Street and the stock down more than 11% in the premarket. The work management platform issues disappointing operating income and lots of analyst price target cuts. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Stocks making the biggest moves premarket: Marvell Technology, Horizon Therapeutics, DoorDash and more
▼ + stars: | 2022-12-02 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Zscaler (ZS) – The cloud security company reported a better than expected quarter, but its stock slumped 9.1% in premarket trading following conservative guidance. Horizon shares had soared 27.3% last Friday on news that it was in talks with several potential takeover partners. DoorDash (DASH) – DoorDash shares fell 2.8% in premarket trading after RBC Capital Markets downgraded the stock to "sector perform" from "outperform." Rigel Pharma (RIGL) – Rigel's stock soared 34% in the premarket after the FDA approved its drug to treat a certain type of leukemia. PagerDuty (PD) – The cloud computing company's stock jumped 6.6% in premarket trading after it reported an unexpected quarterly profit.

☆ Futures slip ahead of November jobs report
▼ + stars: | 2022-12-02 | by ( ) www.reuters.com time to read: +2 min

SummarySummary Companies Futures off: Dow 0.07%, S&P 0.02%, Nasdaq 0.07%Dec 2 (Reuters) - U.S. stock index futures edged lower on Friday as investors await the monthly jobs report for November, which would provide more clues on the Federal Reserve's path of monetary tightening. The Labor Department's jobs report due at 8:30 a.m. Investors now see a 91% chance that the U.S. central bank will increase interest rates by 50 basis points in December, with the rates peaking under 5% in May 2023. "The market is looking for the Goldilocks scenario for U.S. jobs numbers on Friday," said Russ Mould, investment director at AJ Bell. Benchmark 10-year Treasury yields fell to 10-week lows and the two-year note , which often indicates interest rate expectations, slipped to early October lows.

☆ Jim Cramer's Investing Club meeting Friday: Hot jobs report, Marvell earnings read through
▼ + stars: | 2022-12-02 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Hot jobs report Marvell earnings readthrough 1. 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.

☆ What Cramer is watching Monday — U.S. stock market should not be down on China Covid protests
▼ + stars: | 2022-11-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

The Club stocks most tied to China Estee Lauder (EL) and Starbucks (SBUX) are down about 1% in the premarket. Oppenheimer cut price target on chipmaker Marvell Technology (MRVL) to $80 per share from $90; sees slower enterprise. Morgan Stanley lowers Take-Two Interactive (TTWO) price target to $140 per share from $150 but keeps overweight (buy) rating. Citi raises price target on value retailer Five Below (FIVE) to $186 per share from $170; keeps buy rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Top Wall Street analysts say buy these stocks during a market downturn
▼ + stars: | 2022-11-27 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

This means investors need to shift their focus toward longer-term prospects instead of fixating on near-term gyrations in the market. See below for five stocks picked by Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their previous performance. However, after the company posted its quarterly results, Susquehanna analyst Christopher Rolland noticed that Nvidia is "getting back on track." This prompted him to reiterate a buy rating on the stock and raise the price target to $185 from $180. (See Marvell Stock Chart on TipRanks) Looking beyond the quarter, Rolland sees several upsides to Marvell.

☆ Stocks finish higher as the Street awaits key inflation data next week
▼ + stars: | 2022-11-25 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

Stocks finished higher on this holiday-shortened trading week, with all the major U.S. averages posting gains. Under the hood, all sectors closed higher for the week, led by utilities, materials and financials. 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 U.S. Federal Reserve, alongside global central banks, has been trying to get a handle on soaring inflation.

☆ Wall Street loves these Nasdaq stocks that could lead the beaten-down index higher going forward
▼ + stars: | 2022-11-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

It's been a difficult year for technology stocks since the Nasdaq Composite traded at record levels. The tech-heavy index is down more than 30% since hitting a record closing high of 16,057.44 on Nov. 19, 2021. Back then, investors willingly paid a sharp premium for growth-oriented technology stocks trading at steep valuations and expected to continue climbing in a low-interest rate environment. Along with CrowdStrike, software stocks Datadog and Zscaler also made the cut, with shares down 57% each from Friday's close. Match Group , Intuit and MercadoLibre rounded out the list of stocks positioned to potentially lead the Nasdaq higher.

☆ AMD catches two upgrades on Wall Street that may signal a bottom in the chip industry's slump
▼ + stars: | 2022-11-14 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Advanced Micro Devices (AMD) is getting some love Monday in the form of upgrades from UBS and Baird, bolstering our recent decision to halt trimming any more of the chip designer's shares. However, AMD, like many of its peers, has been decimated on Wall Street, losing 48% in 2022. In fact, UBS analysts suggest it may even be possible that shipments fell to near zero in September. As a result, they expect the new chip, which marks a significant improvement in performance to accelerate AMD's market share gains. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Qualcomm is proactively reducing expenses and ‘prepared to do more’ if necessary, CEO says
▼ + stars: | 2022-11-03 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

Qualcomm (QCOM) CEO Cristiano Amon said Thursday the chipmaker is prioritizing cutting down costs, one day after announcing a hiring freeze. On the cost side, Amon said the company is proactively "reducing expenses in mature businesses, adding that the company is "prepared to do more if the situation [deteriorates]." 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.

We're exiting our position in Marvell Technology (MRVL), selling our last 900 shares at roughly $38.86 each. Given our desire to become even more defensive around our portfolio and reduce our exposure to tech, we're making the tough decision Thursday to move on from Marvell Technology . Over the past few years, we've booked significant profits in the stock — in some cases, those gains were well above 200%. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Matt Murphy, president and CEO of Marvell Technology.

☆ Our guide to semiconductor companies and how their chips run our everyday lives
▼ + stars: | 2022-11-01 | by ( Zev Fima | ) www.cnbc.com time to read: +17 min

Semiconductor companies are also in the news a lot lately, whether it's the U.S. government cracking down on chip exports to China or innovations in connected cars and artificial intelligence. Since these companies don't need to invest in expensive fabrication facilities, they can run a more agile asset-light business model. Memory : The two main categories of memory chips are NAND and DRAM. Examples include those used for 5G, WiFi, Bluetooth, radiofrequency chips, near field communication chips (NFC), application-specific integrated circuit chips (ASICs), and so on. These chips are made by companies like Qualcomm, Marvell Technology, Broadcom (AVGO), ON Semiconductor, NXP Semiconductor (NXPI), and others.

☆ 3 takeaways from our daily meeting: Retail stocks, trimming positions, Qualcomm and Wynn
▼ + stars: | 2022-10-31 | by ( Krystal Hur | ) 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. Retail stocks to watch Trimming 3 positions Quick mentions: QCOM, WYNN 1. Meanwhile, investor Tilman Fertitta has taken a 6.1% stake in Wynn Resorts (WYNN), according to a Securities and Exchange Commission filing. 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.

☆ We're trimming three positions to raise cash after last week's market rally
▼ + stars: | 2022-10-31 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We are making a handful of trims to start the week and raising cash given how overbought the market is, according to the S & P Oscillator . Following Friday's rally, which extended the S & P 500's gains to nearly 9% in October, the Oscillator jumped to 8.48% from 5.30%. As a reminder, any value above a positive 4% signals the market is overbought and potentially due for a pullback. This is the same discipline we stick by when the market is oversold, like it was in late September . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ What Cramer is watching Monday — October's stock pop, tech reign over, China's zero Covid
▼ + stars: | 2022-10-31 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Club holding Wynn Resorts (WYNN) jumps 5% in the premarket after a 4.5% pop Friday. UBS downgrades Caterpillar (CAT) to neutral (hold) from buy; cuts price target by $5-per-share to $230, which is silly. Outback Steakhouse owner Bloomin' Brands (BLMN): two price target boosts, Citi and Barclays. Barclays: LyondellBasell (LYB) downgraded to equal weight from overweight (hold from buy), cut price target to $82 per share from $95. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ U.S. chipmaker Marvell cutting some R&D roles in China - statement
▼ + stars: | 2022-10-27 | by ( Josh Horwitz | ) www.reuters.com time to read: +2 min

"In China, we will focus our R&D investments on local customers and the China market," Stacey Keegan, vice president of Corporate Marketing at Marvell said in a written response to questions sent from Reuters. Domestic China media outlet iJiwei reported late on Wednesday, citing unnamed industry sources, that Marvell planned to lay off a large proportion of its research and development team in China. The company's move comes as chipmakers brace for slowing demand following a boom at the peak of a global chip shortage. read moreAmid the geopolitical tensions, a number of U.S.-based companies have scaled back ther R&D operations in China. In January, fellow U.S.-based chipmaker Micron Technology Inc (MU.O) shut down its its DRAM R&D center in Shanghai citing shifting investment priorities.

Semiconductor stocks have been beaten down this year, but HSBC still sees some upside for Club holdings Qualcomm (QCOM) and Advanced Micro Devices (AMD). Shares of Qualcomm were down 0.23%, at $115.47 a share, while shares of AMD were down more than 1%, at $58.18 a share, in midday trading. The analysts argued Qualcomm is well-positioned for growth because of its diversified revenue streams, aided by its automotive and internet of things pipelines — a view the Club shares. At the Club, we've been responding to chip industry pressures by recently reducing our exposure, selling shares of Qualcomm , AMD and Marvell Technology (MRVL). And we agree with HSBC that semiconductor firms like Qualcomm and AMD have competent management teams and leading technology portfolios.

☆ These two strategies can help you stay diversified in any kind of stock market
▼ + stars: | 2022-10-21 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Barbell strategy The other way to think about diversification — and one we used heavily during this year's choppy market — is the barbell portfolio strategy. And if inflation persists but also economic activity picks up, you better own energy stocks. That also brings more demand into the oil market, so expect oil prices and the energy stocks tied to it to benefit. But using correlations and the barbell method to create a diverse mix of holdings can help you stay invested in market. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

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