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☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. 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.

☆ Watch these stocks as the electric vehicle battery market grows more concentrated, Goldman Sachs says
▼ + stars: | 2023-01-31 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

The electric vehicle market will continue growing, and Goldman Sachs sees specific ways to play that in the battery market. He expects electric vehicle adoption to hit 61% by 2040. One major winner thus far has been electric vehicle battery makers, he said, as pricing power has supported higher earnings. He said the battery market is becoming increasingly concentrated, with the top five battery makers accounting for 83% of the market. GM said Tuesday it would invest $650 million in a lithium company in support of its electric vehicle business.

☆ Here are Tuesday's biggest analyst calls: Apple, Alphabet, Ford, Lucid, AMD, Uber & more
▼ + stars: | 2023-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Barclays reiterates Apple as equal weight Barclays said it sees a miss when the Apple reports earnings Thursday. Deutsche Bank reiterates Disney as buy Deutsche Bank said it's standing by shares of Disney heading into earnings on Feb. 8. Bank of America reiterates Alphabet as buy Bank of America said Alphabet continues to pull the right "cost levers in a tough environment." Mizuho reiterates Uber as buy Mizuho said it's "constructive" on Uber shares heading into earnings on Feb. 8. Deutsche Bank reiterates PayPal as buy Deutsche said it's staying bullish heading into PayPal earnings in early February.

☆ Bank of America reveals its top stocks ahead of earnings, including a favorite solar name
▼ + stars: | 2023-01-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

There still are plenty of stock-buying opportunities as earnings reports continue to roll out, according to Bank of America analysts. CNBC Pro combed through Bank of America's recent research to find the most attractive stocks that are well-positoned ahead of their reports. Fox Buy shares of the "best positioned" company in media, analyst Jessica Reif Ehrlich said recently about Fox . "We find Grab well positioned to balance revenue growth with profitability in both its core businesses— delivery & mobility," Salgaonkar said. Thesis: 1) We find Grab well positioned to balance revenue growth with profitability in both its core businesses - delivery & mobility.

☆ 16 breakout stocks are forming the bullish golden cross chart pattern
▼ + stars: | 2023-01-23 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

The names are forming a "golden cross" pattern, which is when the 50-day moving average crosses above the 200-day moving average. Its 50-day moving average is 6% above its 200-day moving average. Another solar company, First Solar , also made the list, with its 50-day moving average 18% higher than its 200-day moving average. Its 50-day moving average is 10% above its 200-day moving average. The company's 50-day moving average is 9% above its 200-day moving average.

☆ Here are analysts' favorite tech stocks for 2023
▼ + stars: | 2023-01-11 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +3 min

The tech sector was hit hard last year as worries about economic weakness and the Federal Reserve's aggressive rate hike path to tame inflation weighed on companies. In particular, rising interest rates hurt the present value of the future stream of earnings for tech stocks. The Technology Select Sector SPDR Fund (XLK), a fund that corresponds with the tech sector of the S & P 500, dropped 28% in 2022. Still, there are some bright spots in the sector where Wall Street analysts see growth ahead. The stock gained nearly 45% in 2022 and could rise another 43% this year, according to the consensus price target from Wall Street analysts.

☆ SolarEdge sees U.S. solar growth slowing in 2023, European markets surging
▼ + stars: | 2023-01-05 | by ( Laila Kearney | ) www.reuters.com time to read: +1 min

Companies Solaredge Technologies Inc FollowNEW YORK, Jan 5 (Reuters) - Growth in the U.S. solar industry is expected to slow down in 2023, while some European and Asian markets are poised to surge, SolarEdge Chief Financial Officer Ronen Faier said on Thursday. Some solar markets in Europe, especially in German-speaking countries and the United Kingdom, could jump by more than 100% over the year, he said. In the United States, that growth is expected to be around 15%, he added. Taiwan, Japan and other Asian nations are also expected to accelerate their expansion of solar build-outs and use. Reporting by Laila Kearney Editing by Tomasz JanowskiOur Standards: The Thomson Reuters Trust Principles.

☆ Here are Thursday's biggest analyst calls: Apple, Tesla, Imax, Netflix, Robinhood, Amazon & more
▼ + stars: | 2022-12-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Evercore ISI initiates American Express Global Business Travel Group as outperform Evercore initiated the corporate travel business company with an outperform rating and said it's a beneficiary of corporate travel recovery. AmEx GBT is the leading business to business travel management platform, providing software and services to manage travel, expenses, and events for corporate travel." Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it sees a "buying opportunity" for shares of Tesla. Piper Sandler reiterates Tesla as overweight Piper said Tesla could become a key ESG holding. Morgan Stanley reiterates Wells Fargo as overweight Morgan Stanley said the banking giant is a top beneficiary of rate increases. "

☆ Goldman Sachs names SolarEdge Technologies and First Solar top picks for 2023
▼ + stars: | 2022-12-19 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

The outlook is rosy for SolarEdge Technologies and First Solar , according to Goldman Sachs. Analyst Brian Lee named the two solar stocks among his top picks heading into 2023, saying they can add to this year's gains. "While solar equities outperformed in 2022 vs. R2K, stocks are still ~20% below early '21 peak levels and valuations remain below pre-IRA levels," Lee wrote in a Sunday note. Solar stocks outperformed in the second half of 2022, after underperforming in the first half of the year, following the passage of the Inflation Reduction Act. Meanwhile, shares of First Solar may have surged more than 77% this year, but the analyst forecasts the company could be the "biggest beneficiary of the IRA" because of its "outsized leverage to US utility-scale solar," Lee said.

☆ Here are Monday's biggest analyst calls: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase & more
▼ + stars: | 2022-12-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Morgan Stanley names Microsoft a top 2023 pick Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023. Morgan Stanley reiterates Netflix as equal weight Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast. Telsey names Amazon a top 2023 pick Telsey said the e-commerce giant will continue to gain share in 2023. " Morgan Stanley names Formula One Group a top 2023 pick Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing. Goldman Sachs names SolarEdge a top 2023 pick Goldman said shares of the solar company are attractive heading into next year. "

☆ Stocks making the biggest moves midday: SoFi Technologies, Charter Communications, Delta and more
▼ + stars: | 2022-12-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Check out the companies making the biggest moves midday:SoFi Technologies — The fintech stock jumped more than 7% after a filing showed CEO Anthony Noto bought $5 million in common stock. Charter Communications — Charter Communications dropped more than 13% after CEO Chris Winfrey said at an investor event the company will invest $5.5 billion over three years to upgrade its high-speed internet network. Morgan Stanley said it was a top auto pick for 2023. RingCentral — Shares of RingCentral climbed 4.8% after being upgraded by Morgan Stanley to overweight from equal weight. In its call, Morgan Stanley said the software company is underappreciated.

☆ 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.

☆ Stocks making the biggest moves midday: Carvana, MongoDB, TripAdvisor, Toll Brothers and more
▼ + stars: | 2022-12-07 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

MongoDB — The database platform surged almost 22% following the company's quarterly results. State Street — Shares of the asset manager jumped more than 8% after the company announced a new buyback plan. Toll Brothers — Shares of the luxury homebuilder rose 7% after the company reported quarterly results. Chinese tech stocks — Shares of U.S. listed China stocks declined even as Beijing announced it will lift some Covid restrictions. Airlines — Airline stocks fell as a group during midday trading.

☆ Bank of America upgrades SolarEdge on improving outlook, says stock can jump more than 20%
▼ + stars: | 2022-12-07 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

SolarEdge could be in for big gains in the near-term as its outlook improves, Bank of America said Wednesday. Analyst Julien Dumoulin-Smith upgraded the stock to buy from neutral and increased his price target to $367, which presents an upside of 22.8% from Tuesday's. SolarEdge is regaining ability to raise prices in markets after losing pricing power amid competitive pressures from Chinese competitors, the analyst said. Management believes it could see an operating margin between 20% and 22% within its core solar offering by the end of 2023, which would mark an increase from the prior margin target of between 17% and 19%. Increasingly revenue from it power optimizer will also help its operating margin.

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Carvana, Expedia, Shopify, Roku & more
▼ + stars: | 2022-12-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Bank of America reiterates Warner Brothers Discovery as buy Bank of America said Warner Brothers Discovery shares are the "best value in media." Wolfe downgrades Shopify and Chewy to peer perform from outperform Wolfe downgraded Shopify and Chewy on concerns about consumer weakness in e-commerce. "We are also revising our ratings on SHOP and CHWY to Peer Perform from Outperform after the recent rally." Peer Perform previously)." JMP upgrades MongoDB to market outperform from market perform JMP upgraded the developer data platform company after its earnings report on Tuesday.

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Tesla, Netflix, Coinbase, Costco, Etsy & more
▼ + stars: | 2022-12-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan reiterates Apple as overweight JPMorgan said Apple's iPhone supply chain challenges appear to be moderating. JPMorgan reiterates Netflix as overweight JPMorgan said it sees a "heavily backend-weighted quarter" for Netflix. Morgan Stanley initiates Marriott as overweight Morgan Stanley said it likes how the hotel chain has transformed its business and that it sees a "further re-rating." Jefferies reiterates Amazon and Etsy as buy Jefferies said Amazon and Etsy will be winners this holiday shopping season. Morgan Stanley downgrades Silvergate to underweight from equal weight Morgan Stanley said in its downgrade of the crypto bank that it sees too many headwinds due to the FTX collapse. "

☆ Stocks making the biggest moves midday: Zscaler, Marvell Technology, DoorDash and more
▼ + stars: | 2022-12-02 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +3 min

Zscaler – The cloud security company's shares dipped 11% following its quarterly earnings report, despite Zscaler posting strong results. Marvell Technology – The semiconductor stock fell 4% after the company reported weaker-than-anticipated earnings and revenue for the most recent quarter. DoorDash – Shares of the food delivery service operator fell more than 2% following a downgrade from RBC Capital Markets. Enphase Energy – Shares of energy name Enphase surged 6% Friday and hit a 52-week high after the company announced it launched a group of microinverters in Europe. Chinese stocks – Shares of Chinese retail stocks Baidu gained 5% while JD.com and Pinduoduo rose 6.4% and 4.6% respectively as signals of easing Covid restrictions in China calmed investors.

☆ First Solar selects Alabama for new factory as Inflation Reduction Act prompts domestic manufacturing boom
▼ + stars: | 2022-11-16 | by ( Pippa Stevens | ) www.cnbc.com time to read: +2 min

First Solar said Wednesday that it has selected Alabama as the site for its fourth U.S. solar panel manufacturing facility, after the Inflation Reduction Act and its incentives for domestic manufacturing encouraged companies to onshore production. First Solar CEO Mark Widmar previously told CNBC that the Inflation Reduction Act was the key catalyst that led First Solar to choose the U.S. for its latest factory. The U.S. solar industry now stands at around 126.1 GW, which is enough to power 22 million homes, according to the Solar Energy Industries Association. Shares of First Solar hit their highest level since April 2011 on Wednesday after the IRA reignited interest in renewable energy companies. Other solar companies, including SolarEdge and Enphase Energy , have said they are exploring manufacturing in the U.S. following the climate bill.

☆ Tech stocks bounced back last week — and analysts say these winners can go even higher
▼ + stars: | 2022-11-14 | by ( Zavier Ong | ) www.cnbc.com time to read: +2 min

Tech stocks saw a rebound in trading last week, as a lighter-than-expected inflation reading spurred hopes that the U.S. Federal Reserve would soon temper its aggressive pace of monetary policy tightening. Unsurprisingly, tech stocks were among the top global individual stock performers last week. Of the 25 stocks on the MSCI World Index that saw gains of more than 20%, seven were from the tech sector. With the rebound, the stock now has an average potential upside of 46.7%, with nearly 60% of analysts giving it a buy rating. Other tech stocks that saw big jumps last week include cloud data platform provider Snowflake , semiconductor company Applied Materials and database platform provider MongoDB .

☆ This week's best performers include one telecom stock expected to nearly double from current levels
▼ + stars: | 2022-11-11 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

The latest U.S. inflation data has sparked a massive rally, putting the S & P 500 on track for a strong weekly performance. The S & P 500 is up about 5.1% week to date. That report sparked a 5.5% rally in the S & P 500, its biggest one-day gain since 2020. Given these moves, CNBC Pro screened the S & P 500 for this week's best performers. On average, analysts see Dish shares rallying 97% over the next 12 months.

☆ California's incentive proposal for rooftop solar targets low-income households
▼ + stars: | 2022-11-10 | by ( ) www.reuters.com time to read: +1 min

OAKLAND, Nov 10 (Reuters) - California regulators on Thursday made a new proposal for incentivizing rooftop solar systems, a contentious matter as the state tries to expand renewable energy and respond to critics who want more equitable distribution of incentives. Shares of rooftop solar system providers, including Sunrun Inc (RUN.O), SunPower Corp (SPWR.O) and Solaredge Technologies Inc (SEDG.O), were up between 12% and 26% in afternoon trading. The new policy proposals outlined by the California Public Utilities Commission (CPUC) include an additional $900 million to support battery and solar systems, mostly for low-income customers. The proposal will not affect current home solar owners and will maintain their current compensation, the CPUC said. Reporting by Peter Henderson, Nichola Groom and Ruhi Soni; Editing by Anil D'SilvaOur Standards: The Thomson Reuters Trust Principles.

☆ Stocks making the biggest moves midday: Lyft, Tripadvisor, Take-Two Interactive and more
▼ + stars: | 2022-11-08 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +6 min

Lyft – Shares of Lyft plummeted 21% after the company's earnings report showed mixed results in the last quarter. SolarEdge Technologies – Shares of SolarEdge rose 18% after the company reported record revenue in its last quarter that beat analysts' expectations. Revenue fell short of estimates coming in at $967 million instead of $979 million. Perrigo – Shares of pharmaceutical company Perrigo slumped 16% after the company reported earnings and revenue that fell short of analysts' expectations, according to Refinitiv. The company reported $198.3 million in revenue, which beat expectations, according to StreetAccount.

☆ Morning Bid: Polls and prices
▼ + stars: | 2022-11-07 | by ( ) www.reuters.com time to read: +4 min

A look at the day ahead in U.S. and global markets from Mike Dolan. Chinese stocks continued last week's tentative recovery, however, despite officials throwing cold water on any early end to draconian COVID lockdown policies. Some correction of the market's severe underperformance this year was about the only cogent reason given for the ongoing stock bounce. European Central Bank President Christine Lagarde and ECB board member Fabio Panetta both speak. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

☆ These stocks reporting earnings next week have a track record of beating expectations and trading higher
▼ + stars: | 2022-11-04 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Some companies that have yet to report third-quarter earnings could beat expectations next week, and outperform on the results. An online gaming company and a solar stock are among the notable names kicking off earnings next week. The video game company topped earnings earnings per share forecasts 88% of the time, according to Bespoke data. The software company exceeded expectations on earnings per share 97% of the time in prior reports. In the past, the home construction company surpassed earnings expectations 76% of the time, and has raised guidance 13% of the time.

☆ The Fed, earnings, jobs and China: How we think about this week's deluge of data
▼ + stars: | 2022-11-04 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

It is very premature, in my view, to think about or be talking about pausing our rate hikes. The news sent those stocks reliant on China for growth — Starbucks, Estee Lauder and Wynn Resorts, among many others — higher. Or bad news could just be bad news if weak data signals a recession ahead. And good news could be good news: for example, if China reopens and U.S. companies exposed to the region see a boost in demand. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

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