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☆ Cowen's Chris Kreuger breaks down what midterm elections mean for your money
▼ + stars: | 2022-11-01 | 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 EmailCowen's Chris Kreuger breaks down what midterm elections mean for your moneyChris Kreuger, Cowen managing director, joins 'The Exchange' to discuss the upcoming midterm elections and the impact on stocks.

☆ The lithium-ion battery is the 'cornerstone' technology of our future. Cowen's stocks to play it
▼ + stars: | 2022-10-31 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Optimism is revving up at Cowen over the investment potential of companies focused on lithium-ion batteries. Ultimately, Daoud said the U.S.-based lithium-ion battery industry stands to gain, especially as headwinds resolve and production catches up to demand. Battery swelling has been an inhibitor to lithium-ion batteries. Though Envoix is considered to have the most commercialization potential, Daoud said he is also watching FREYR Battery , SES AI and Solid Power . The report contained initial investment opinions on three of the stocks: FREY (outperform), SES (market perform) and SLDP (market perform).

☆ Watch CNBC's full interview with Cowen's John Blackledge and MKM Partners' Rohit Kulkarni
▼ + stars: | 2022-10-28 | 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 CNBC's full interview with Cowen's John Blackledge and MKM Partners' Rohit KulkarniCowen's John Blackledge and MKM Partners' Rohit Kulkarni joins 'Squawk on the Street' to discuss Amazon as a cyclical air pocket, the company's strength across advertising, commerce, and cloud as well as the macro economic strains impacting Amazon's business.

☆ Amazon shares hitting 'cyclical air-pocket' in Europe, says MKM Partners' Rohit Kulkarni
▼ + stars: | 2022-10-28 | 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 EmailAmazon shares hitting 'cyclical air-pocket' in Europe, says MKM Partners' Rohit KulkarniCowen's John Blackledge and MKM partner's Rohit Kulkarni join 'Squawk on the Street' to discuss Amazon as a cyclical air pocket, the company's strength across advertising, commerce, and cloud as well as the macro economic strains impacting Amazon's business.

☆ 'Safe port in the storm:' Why investors rewarded Apple but fled its Big Tech peers after earnings
▼ + stars: | 2022-10-28 | by ( Kif Leswing | ) www.cnbc.com time to read: +5 min

Apple's earnings received a drastically different reaction from investors than its Big Tech peers Amazon, Google, Microsoft and Facebook. Shares of Apple were up about 7% Friday morning, the day after Apple reported earnings that showed 8% annual sales growth and despite misses on estimates for iPhone and services revenue. Apple looks like a "relatively safe port in the storm," as a note Friday from Credit Suisse analyst Shannon Cross says. Sacconaghi said some of Apple's Big Tech peers also seemed to have issues controlling costs, whereas Apple remains fairly lean and profitable. "Overall, our viewpoint remains consistent that Apple remains recession resilient given its products, services and wearables businesses," wrote Piper Sandler's Harsh Kumar.

☆ Apple's iPhone sales numbers are still relatively healthy, says Cowen's Krish Sankar
▼ + stars: | 2022-10-27 | 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 iPhone sales numbers are still relatively healthy, says Cowen's Krish SankarCowen's Krish Sankar joins 'TechCheck' to discuss Apple's demand dynamics outside the U.S., trends in Apple's product and services revenue and investor positioning in tech.

☆ Meta shares plunge 23% on downgrades, missed earnings and big spending on metaverse
▼ + stars: | 2022-10-27 | by ( Sofia Pitt | ) www.cnbc.com time to read: +1 min

Shares of Meta plunged 23% in premarket trading Thursday as investors and analysts digested the company's third-quarter earnings miss and a weak fourth-quarter outlook. The parent company of Facebook reported quarterly revenue of $27.7 billion Wednesday, a decline of more than 4% year over year and its second straight quarterly decline. Meta CEO Mark Zuckerberg reiterated his commitment to spending billions of dollars developing the metaverse. He expects the company's issues to persist as Meta continues to increase spending to build out its AI capabilities. Since the start of the year, Meta shares are down by more than 61%.

☆ Wall Street analysts are worried about Meta as it plans to spend even more money on the metaverse
▼ + stars: | 2022-10-27 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

Meta 's third-quarter results have Wall Street analysts split on the struggling tech stock. Morgan Stanley's Brian Nowak downgraded shares of Meta to equal weight from overweight after the results , and slashed its price target to $105 from $205. Cowen's John Blackledge downgraded Meta to market perform from outperform, and lowered his price target to $135 from $205 prior, citing the higher opex and capex trajectory. JPMorgan's Doug Anmuth slashed his Meta price target to $115 per share from $180, noting that it's unclear when the Facebook parent will see a return on its big metaverse and AI investments. Meanwhile, AllianceBernstein's Mark Shmulik, who maintained an outperform rating while lowering the price target to $135 from $195, said the "shocking cost guidance overshadows reasonable core."

☆ Netflix partners with Microsoft for rollout of its new ad tier
▼ + stars: | 2022-10-19 | 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 EmailNetflix partners with Microsoft for rollout of its new ad tierCowen's John Blackledge joins 'TechCheck' to discuss Netflix shares surging after better-than-expected Q3 earnings, catalysts for top-line growth and potential potholes the company could face going forward.

☆ Cowen upgrades Delta as travel recovery continues, says shares can rally nearly 80%
▼ + stars: | 2022-10-14 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Delta Air Lines ' shares are due for takeoff as the industry's recovery continues its rebound from pandemic lows, Cowen says. Analyst Helane Becker upgraded shares of the airline to outperform from market perform, saying in a note to clients Friday that increased business and international travel as pandemic restrictions ease should provide solid tailwinds for Delta moving forward. Cowen's $54 price target suggests shares can rally about 78% despite dropping more than 22% this year. Along with the upgrade, Cowen upped its 2022 and 2023 earnings per share estimates to $2.84 and $7, respectively. Airline stocks suffered during the early days of Covid-19 as lockdowns halted most travel and resurging cases dented consumer appetite.

☆ The best stocks to play Gen Z and Millennial trends like TikTok and Instagram, according to Cowen
▼ + stars: | 2022-10-13 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Of those assets, 37.8% will be going to millennials and 15.8% to Gen Z or younger, the firm said. In the report, Cowen analysts highlighted their top ideas for durable free cash flow and earnings-per-share growth supported by positioning within the secular themes they found among Gen Z and millennial preferences and habits. What millennials and Gen Z buy — and how they do it — is increasingly influenced by social media platforms, like TikTok and Instagram, according to Cowen. Buying directly from brands Gen Z and millennials also like to shop directly from brands. "Lululemon's broadened merchandise offerings, paired with its community-based approach, are expanding its use case among consumers," Kernan noted.

☆ Google's cloud business is tracking AWS, but is five years behind, says Cowen's Blackledge
▼ + stars: | 2022-09-28 | 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 cloud business is tracking AWS, but is five years behind, says Cowen's BlackledgeJohn Blackledge, Cowen managing director, joins 'TechCheck' to discuss what could turn around Google's cloud business, how to compare Google's cloud business to Amazon's AWS and more.

☆ Venture capital investment in telehealth companies has fallen $4.5 billion so far this year, according to a top analyst
▼ + stars: | 2022-09-28 | by ( Sarah Braner | ) www.businessinsider.com time to read: +2 min

VC funding in telehealth companies has fallen by $4.5 billion in 2022, according to a Cowen report. Last year marked a record in telehealth investment as the pandemic accelerated transitions to digital over in-person care. Investment grew from $2.2 billion in 2020 to $6.5 billion in 2021, according to the report. 2021 was a record year for investment in the digital health space as a whole. The analysts named 13 telehealth companies that they believe are significant private market disruptors in the telehealth space.

☆ Biogen and Eisai's latest clinical trial just crossed the finish line. Here's why analysts say the results could disrupt the future of Alzheimer's care.
▼ + stars: | 2022-09-28 | by ( Yeji Jesse Lee | ) www.businessinsider.com time to read: +7 min

It's a complicated, debilitating illness and drug companies have struggled for years to come up with viable treatments. On Tuesday September 27, Biogen and Eisai announced that lecanemab slowed the rate of cognitive decline in Alzheimer's patients by 27%. Analysts say that this positive result could lead to it becoming a blockbuster drug for the companies. Other big drug companies such as Roche Holdings and Eli Lilly are pursuing similar treatments, with results expected to come later this year and early next year, respectively. "I think people's confidence in the amyloid hypothesis would go down even further, but ultimately people would wait to see what those other data events show," he said.

☆ The perils and promise of quantum computing are nearing. Here are ways to invest
▼ + stars: | 2022-09-24 | by ( Hugh Son | ) www.cnbc.com time to read: +11 min

"In a five- to 10-year timeframe, quantum computing will break encryption as we know it." Since its conceptual birth in the early 1980s, quantum computing has held promise for systems that could exponentially outperform today's computers. Rather than leaning on the zeroes and ones of classical computers, quantum computers emerged from quantum physics, which is the study of the fundamental building blocks of matter and energy. Those strange properties account for the technology's potentially explosive abilities; each additional qubit doubles a quantum computer's power. They are named D-Wave Systems , Rigetti Computing, IonQ , and Quantum Computing.

☆ Cowen says this plant-based food company is a top pick and can jump 50%
▼ + stars: | 2022-09-19 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Investors looking for exposure to the growing plant-based food space should look at SunOpta , according to Cowen. Specifically, the company's agnostic posture and capital execution is affording strong growth sight lines underappreciated by the market," Holland wrote in a Sunday note. "As such, the delta between SunOpta's prospects and its plant based compares grows wider," Holland wrote. The company is also adding a Texas facility that will add to capacity, according to the note. Cowen's $15 price target for SunOpta represents 55.9% upside from Friday's closing price of $9.62.

☆ Biogen's latest clinical trial is inching towards the finish line. Here's why analysts say the results could disrupt the future of Alzheimer's care.
▼ + stars: | 2022-09-19 | by ( Yeji Jesse Lee | ) www.businessinsider.com time to read: +7 min

It's a complicated, debilitating illness and drug companies have struggled for years to come up with viable treatments. Other big drug companies such as Roche Holdings and Eli Lilly are pursuing similar treatments, with results expected to come later this year and early next year, respectively. "I think people's confidence in the amyloid hypothesis would go down even further, but ultimately people would wait to see what those other data events show," he said. Negative results might give a boost to companies that are exploring alternate ways to treat Alzheimer's disease. And though Biogen's drug is furthest along in development, it's far from being the only treatment being tested for Alzheimer's.

We're selling 30 shares of Humana (HUM) at roughly $468 each. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 120 shares of HUM, decreasing its weighting to 1.98% from 2.46%. Wednesday's small sale in Humana comes one day before the company's investor event. It's not like us to trade around an investor event or immediately following a maelstrom in the market like Tuesday. We'll realize a small gain of about 1% on HUM stock purchased in April 2022.

☆ 3 takeaways from Wednesday's meeting: Stay diversified, watch these stocks, why we made a trim
▼ + stars: | 2022-09-14 | by ( Krystal Hur | ) www.cnbc.com time to read: +4 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Keep portfolios diversified and steady Quick mentions: SBUX, COST, JNJ Trimmed HUM ahead of investor event 1. (Jim Cramer's Charitable Trust is long COST, HUM, JNJ and HUM. 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.

☆ Earnings playbook: How to play the second half of the season with Starbucks and Caterpillar on deck
▼ + stars: | 2022-07-31 | by ( Fred Imbert | ) www.cnbc.com time to read: +14 min

Tuesday Caterpillar is set to report earnings before the bell, followed by a conference all with management at 8:30 a.m. What history shows: Caterpillar has reported a better-than-expected profit in each of the last eight earnings days, FactSet data shows. What history shows : FactSet data shows Airbnb has beaten analyst expectations in the last four quarters. What history shows: FactSet data shows Paramount has missed earnings expectations in two of the past four quarters. Block is set to report earnings after the close, with management set to hold a call at 5 p.m.

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