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☆ Amazon’s Buy with Prime is a positive step, but the stock is still expensive
▼ + stars: | 2023-01-10 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

However, the Club holding's stock is still expensive, a high multiple compared to the broader stock market. The service allows Amazon Prime members the ability to shop directly on other retailers' websites , in turn helping those outlets to tap into Prime's roughly 200 million members. The company said it expects Buy with Prime to increase shopper conversion from browsing to buying by around 25%. Buy with Prime "allows merchants to build customer relationships and brand loyalty while offering conversion-driving benefits," Amazon said in a statement. While this is a move in the right direction, it's not enough to make Amazon stock look cheaper.

☆ Analysis: Iran executions quash protests, push dissent underground
▼ + stars: | 2023-01-10 | by ( Parisa Hafezi | ) www.reuters.com time to read: +7 min

They argue the resort to deadly state violence is merely pushing dissent underground, while deepening anger felt by ordinary Iranians about the clerical establishment that has ruled them for four decades. Executive Director at the Campaign for Human Rights in Iran, Hadi Ghaemi said the establishment's main focus was to intimidate the population into submission by any means. People are either in prison or they have gone underground because they are determined to find a way to keep fighting," he said. Defying public fury and international criticism, Iran has handed down dozens of death sentences to intimidate Iranians enraged by the death of Iranian-Kurdish woman Mahsa Amini, 22. Ghaemi said the main officials pushing for the executions today were deeply involved in the 1980s killings of prisoners.

☆ UBS sees these retail stocks winning from a potential Bed Bath & Beyond bankruptcy
▼ + stars: | 2023-01-09 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Bed Bath & Beyond warned last week that it is running out of cash and is considering filing for bankruptcy protection . Buy Buy Baby is owned by Bed, Bath & Beyond. Some 59% of Bed, Bath & Beyond stores have a Sleep Number location within 10 minutes, according to UBS. HomeGoods, owned by TJX , competes with Bed, Bath & Beyond in home furnishings, kitchen products and other accessories. Some 40% of Bed, Bath & Beyond stores have a Costco within a 10-minute drive, while 43% have a Sam's Club.

Jan 5 (Reuters) - Walgreens Boots Alliance (WBA.O) said on Thursday it will not strike new deals in the short term after a spate of acquisitions in recent years, as it focuses on ramping up sales at its newer healthcare business. "We're not considering any M&A type activity in the short term. We need to focus on integration activities," Chief Financial Officer James Kehoe said in a post-earnings conference call. Walgreens said same-store pharmacy sales rose 4.8% in the reported quarter from a year earlier, but below Evercore ISI's estimates of 5% growth. Net loss attributable to Walgreens was $3.72 billion, for the quarter ended Nov. 30, compared with a profit of $3.58 billion, a year earlier.

☆ Watch CNBC's full interview with Evercore ISI's Julian Emanuel
▼ + stars: | 2023-01-05 | 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 Evercore ISI's Julian EmanuelEvercore ISI's Julian Emanuel joins 'Closing Bell' to discuss the Fed, where he sees rates moving and where he sees the market headed in 2023.

☆ No bear market has ever bottomed before a recession, says Julian Emanuel
▼ + stars: | 2023-01-05 | 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 EmailNo bear market has ever bottomed before a recession, says Julian EmanuelEvercore ISI's Julian Emanuel joins 'Closing Bell' to discuss the Fed, where he sees rates moving and his call for the market in 2023.

☆ Netflix looks good in a recession, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-01-03 | 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 looks good in a recession, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss digital ads as Google and Meta's ad dominance falls.

☆ UPS has managed this downturn better than FedEx, says Evercore ISI's Jonathan Chappell
▼ + stars: | 2022-12-21 | 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 EmailUPS has managed this downturn better than FedEx, says Evercore ISI's Jonathan ChappellJonathan Chappell, transportation equities analyst at Evercore ISI, joins CNBC's 'Squawk Box' to compare the performance between FedEx and UPS amid the busy holiday shipping season.

☆ These beaten up, tax-loss victims could turn out to be 'gift boxes' for patient investors
▼ + stars: | 2022-12-20 | by ( Patti Domm | In | ) www.cnbc.com time to read: +3 min

Tax-loss selling has hit some stocks especially hard this year, so Evercore ISI recommends picking through those companies for the ones with the right attributes that will turn them into "gifts" for patient, long term investors. "Stocks which have endured historic tax-loss selling pressure yet have favorable earnings, short interest and price momentum profiles headed into the New Year could prove to be `gifts' for patient long term investors," he wrote in a note. While tax-loss selling will continue into the holidays, Emanuel says opportunities are already emerging. They also have higher than normal short interest, with short interest in the upper half of their two-year ranges. Emanuel said the higher earnings revisions in these stocks contrast with his expectations that earnings will broadly decline 7% in 2023.

☆ Top tech analyst Mark Mahaney says this travel stock should weather a slowdown in demand
▼ + stars: | 2022-12-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Evercore ISI's Mark Mahaney views Booking Holdings as one of the best-positioned stocks to weather a slowdown in travel demand heading into 2023. Wall Street is preparing for a slowdown in travel over the coming months following a record-breaking summer stemming from pent-up demand during the pandemic. Despite this backdrop, Mahaney views many travel businesses more favorably than other digital companies that benefitted from Covid-19 tailwinds and must now cut costs amid a weakening macro environment. "Travel companies cut costs way early on, so they already go into this softening environment with lean and mean cost structures," Mahaney said. Against this backdrop, Mahaney also likes Airbnb , but views Booking as a more favorable travel play because it's less expensive.

☆ Jailed British-Egyptian activist escalates hunger strike by refusing water as COP27 gets underway
▼ + stars: | 2022-11-07 | by ( Sam Meredith | ) www.cnbc.com time to read: +1 min

SHARM EL-SHEIKH, Egypt — Jailed British-Egyptian citizen Alaa Abdel-Fattah stepped up his hunger strike by refusing water, ratcheting up fears for the life of one of the country's leading rights activists just as world leaders arrive in Egypt for the start of the COP27 climate summit. Amnesty International chief Agnes Callamard said Sunday that authorities had less than three days to save Abdel-Fattah's life, warning that failure to intervene would overshadow the U.N.'s flagship climate conference. The 40-year-old has stopped drinking water in a desperate attempt to pressure Egyptian authorities to allow him U.K. consular access. The escalation of Abdel-Fattah's hunger strike has prompted grave concerns for the prominent human rights activist and writer, who had consumed just 100 calories a day for more than 200 days. Egypt is hosting the COP27 climate summit in the Red Sea resort town of Sharm el-Sheikh through to Nov. 18.

☆ The market will see a new bottom long-term, says Evercore ISI's Julian Emanuel
▼ + stars: | 2022-11-03 | 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 market will see a new bottom long-term, says Evercore ISI's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Closing Bell: Overtime' to discuss the choppiness in the market and upcoming headwinds and tailwinds for stocks.

☆ The Fed is about to 'downshift' and weaker earnings don't matter to stocks, says top Evercore strategist
▼ + stars: | 2022-11-01 | by ( Brian Evans | ) www.businessinsider.com time to read: +2 min

Julian Emanuel also told Bloomberg on Tuesday that earnings don't matter that much for stocks. "I don't want to call it 'pause' ... but we know the trajectory is gonna change, and the market is getting comfortable with that." "At the same time, just like the July earnings season, we know that the numbers are coming down," Emanuel said. "It didn't matter [for] stocks in July, and it doesn't matter now, because frankly people have been, for the most part, underinvested." That view contrasts with those of other Wall Street analysts, who have said earnings could lead stocks lower.

☆ What's bad for TikTok is good for Meta, says Evercore ISI's Mark Mahaney
▼ + stars: | 2022-11-01 | 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 EmailWhat's bad for TikTok is good for Meta, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss the likelihood the FCC will ban TikTok, tech capex spending and consumer discretionary spending concerns.

☆ Watch CNBC's full interview with RBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney
▼ + stars: | 2022-10-26 | 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 RBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark MahaneyRBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney join 'Squawk on the Street' to discuss Google calling out weakness in search and mega cap companies acting on risk concerns.

☆ Google reporting Search weakness could be harbinger for further slowdowns in ad market, says Mark Mahaney
▼ + stars: | 2022-10-26 | 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 reporting Search weakness could be harbinger for further slowdowns in ad market, says Mark MahaneyRBC Capital Markets' Rishi Jaluria and Evercore ISI's Mark Mahaney join 'Squawk on the Street' to talk Google calling out weakness in Search, mega cap companies acting on risk concerns, and Microsoft and Alphabet print findings.

☆ Five years after Hurricane Maria, Puerto Rico's power grid is still costly and unreliable
▼ + stars: | 2022-10-22 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

The state of Puerto Rico's power grid has been a sore spot for many island businesses and residents, leading to backlash against Luma Energy — the company brought in to operate and improve the grid after Hurricane Maria. Many businesses were forced to shut down for weeks after Hurricane Fiona hit. Luma Energy officially took over control of the island's power grid in June 2021 for the Puerto Rico Electric Power Authority, or PREPA. In July, about two months before Hurricane Fiona hit Puerto Rico, hundreds of residents marched to Gov. The company also said Oct. 10 that power had been restored to 99% of clients affected by Hurricane Fiona.

☆ Lowe's downgraded at Evercore ISI, cites slowing home improvement demand
▼ + stars: | 2022-10-19 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

A slowdown in home improvement demand could spell trouble for Lowe's future growth outlook, Evercore ISI says. "Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted," Melich said. In the home improvement market, Evercore ISI views shares of Home Depot more attractively, given that retailer's Pro business and exposure to contractors and professionals. Lowe's shares have slumped about 25% this year (vs a 30% loss at Home Depot). Despite a tricky outlook ahead, Evercore ISI expects Lowe's to benefit from damage brought about by Hurricane Ian.

☆ Evercore ISI's Mark Mahaney says tech earnings won't be as bad as feared, and names his top three mega-cap picks
▼ + stars: | 2022-10-12 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Evercore ISI's Mark Mahaney said he expects tech earnings during the third-quarter reporting season will not be as bad as feared, and has three top stock picks for investors. The tech analyst named Meta, Amazon and Netflix as his top three picks, saying the beleaguered Internet stocks look attractive after the companies undertook cost-cutting measures last quarter, according to a Tuesday note from Evercore. We've had very high skew towards negative the last three quarters," Mahaney said during a Thursday appearance on CNBC's "Tech Check." 2 mega-cap tech pick, is starting to improve margins and accelerate revenue growth, which Mahaney said could indicate that the stock could rerate higher, or achieve a higher P/E multiple. "We believe NFLX's ad-supported and password-sharing revenue opportunities constitute Growth Curve Initiatives (GCIs) – catalysts that can drive a material reacceleration in revenue growth.

☆ Big tech is at an attractive valuation, says Evercore ISI's Mark Mahaney
▼ + stars: | 2022-10-12 | 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 EmailBig tech is at an attractive valuation, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI senior managing director, joins 'TechCheck' to discuss forward multiples for large-cap internet stocks, companies managing down expenses, and strategies for thinning inventory surplus.

☆ Many Iranian women demand political change amid decades-long grievances
▼ + stars: | 2022-10-12 | by ( Parisa Hafezi | ) www.reuters.com time to read: +5 min

This is the result of years of repression of Iranian women," said Somayyeh. Compulsory dress code tops a long list of grievances of Iranian women, who make up more than half of the population and are among the most highly educated in the Middle East. Waves of the hijab protests have hit the clerical establishment in the past years. In 2014, Alinejad started a Facebook campaign "My Stealthy Freedom", where she shared pictures of unveiled Iranian women sent to her. It was followed by a campaign in 2017 for women to wear white headscarves on Wednesdays and the hijab protests in 2018, when women took to the streets holding their veils aloft.

☆ Watch CNBC's full interview with Evercore ISI's Mark Mahaney
▼ + stars: | 2022-10-10 | 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 Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI senior managing director, joins 'The Exchange' to discuss long-term opportunities in technology stocks and more.

☆ iPhone customers gravitating to higher-end models, says Evercore ISI's Amit Daryanani
▼ + stars: | 2022-09-26 | 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 EmailiPhone customers gravitating to higher-end models, says Evercore ISI's Amit DaryananiEvercore ISI's Amit Daryanani joins 'TechCheck' to discuss room for growth in Apple's shares, opportunities to upsell customers, and the market outlook for Apple products outside of the iPhone.

TEHRAN, Iran — Iran’s army on Friday hinted that it was prepared to deepen its crackdown on protests triggered by the death of a young woman who had been detained by the morality police. In one video uploaded on Twitter, a group of demonstrators in the city of Pakdasht shout, "Death to the dictator." While in New York, Raisi was scheduled to be interviewed by CNN journalist Christiane Amanpour. Anna Moneymaker / Getty ImagesAmanpour, CNN’s chief international anchor, said she planned to ask Raisi about the protests that have swept across Iran. On Thursday, the Treasury Department imposed sanctions on Iran's morality police, accusing it of abusing Iranian women and holding the unit responsible for Amini's death.

☆ French and Iranian presidents meet amid nuclear talks stalemate
▼ + stars: | 2022-09-20 | by ( ) www.reuters.com time to read: +1 min

French President Emmanuel Macron delivers a speech during a reception for France's prefects at the Elysee presidential Palace in Paris, France September 15, 2022. Ludovic Marin/Pool via REUTERS/UNITED NATIONS, Sept 20 (Reuters) - French President Emmanuel Macron held face-to-face talks with his Iranian counterpart President Ebrahim Raisi on Tuesday with the French leader saying he hoped to be able to "discuss all subjects". The meeting is Raisi's first head-to-head with a major Western leader since he was elected last year. EU foreign policy chief Josep Borrell, who coordinates the talks, said he saw little chance of progress at the United Nations General Assembly. read moreRegister now for FREE unlimited access to Reuters.com RegisterReporting by John Irish; Editing by Lisa ShumakerOur Standards: The Thomson Reuters Trust Principles.

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