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☆ Stocks making the biggest moves midday: VF Corporation, Pfizer, F5, JetBlue and more
▼ + stars: | 2024-10-29 | by ( Brian Evans | ) www.cnbc.com time to read: +5 min

Check out the companies making headlines in midday trading: VF Corporation — Shares jumped more than 22%. VF Corporation posted adjusted earnings of 60 cents per share on revenue of $2.76 billion. That is above the 37 cents per share in earnings and $2.71 billion in revenue that analysts surveyed by LSEG were expecting. The firm also upped the midpoint of its non-GAAP earnings per share forecast for the full year. F5 posted adjusted earnings of $3.67 per share and revenue of $747 million in the fiscal fourth quarter.

Persons: LSEG, Jim Conroy, Trex, FactSet, Xerox, Horton, Corning, — CNBC's Pia Singh, Michelle Fox, Samantha Subin, Sean Conlon, Alex Harring Organizations: —, Cadence, BP — U.S, BP, Pfizer, JetBlue Airways —, JetBlue, LSEG, Xerox, FactSet, PayPal, Caribbean, Ford Locations: Corning

☆ Stocks making the biggest moves premarket: VF Corp, McDonald's, Pfizer, PayPal and more
▼ + stars: | 2024-10-29 | by ( Sean Conlon | ) www.cnbc.com time to read: +6 min

For the fiscal second quarter, the company posted adjusted earnings of 60 cents per share on $2.76 billion in revenue. Cadence Design Systems – The stock jumped more than 5% after the electronic design company's third-quarter earnings beat Wall Street estimates. JetBlue's third quarter results did beat analyst estimates on the top and bottom lines. PayPal – Shares fell 3% after PayPal posted third-quarter revenue that missed expectations. Crocs – Shares tumbled around 12% despite the company's third-quarter earnings beating estimates.

Persons: Ford, Trex, FactSet, Jim Conroy, John Hazen, Conroy, Crypto, Stocks, Horton, PayPal –, StreetAccount, Crocs, Lisa Kailai Han, Samantha Subin, Jesse Pound, Sarah Min, Pia Singh, Tanaya Macheel, Michelle Fox Theobald Organizations: Corporation, Ford Motors, Cadence, Systems, BP –, Pfizer, Revenue, Ross Stores, JetBlue –, JetBlue, LSEG, Mizuho, PayPal, FactSet, Xerox

☆ Stocks making the biggest moves after hours: Cadence Design Systems, Ford, Boot Barn and more
▼ + stars: | 2024-10-28 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Check out the companies making headlines in midday trading: Cadence Design Systems — The electronic design stock jumped 5% after third-quarter earnings topped Wall Street expectations. Cadence Design earned $1.64 per share, excluding items, on $1.22 billion in revenue, while analysts surveyed by LSEG penciled in just $1.44 in earnings per share and $1.18 billion in revenue. The company also hiked up its midpoint outlook for non-GAAP earnings per share in 2024. Analysts polled by LSEG had anticipated just $3.45 in earnings per share on $731 million in revenue for the quarter. Trex reported adjusted earnings of 37 cents per share in the third quarter, while analysts anticipated just 32 cents, per FactSet.

Persons: LSEG, Ford, Trex, Jim Conroy, John Hazen, Conroy Organizations: Systems, Cadence, LSEG, Revenue, Ross Stores Locations: The Colorado

☆ Oil sell-off fuels stock gains — plus, AMD earnings loom and CrowdStrike counters Delta lawsuit
▼ + stars: | 2024-10-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. We would be surprised if CEO Lisa Su provided 2025 AI chip sales guidance. 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, Lisa Su, Raymond James, George Kurtz, Delta, Stanley Black, Decker, Hubbell, Jim Cramer's, Jim Organizations: CNBC, ., West Texas, AMD, Intel, Air Lines, Microsoft, Atlanta, Ford Motor, Cadence Design Systems, Corp, PayPal, Pfizer, Royal Caribbean Cruises, Jim Cramer's Charitable Locations: Israel, Corning

☆ 14 earnings reports and major economic data will be the stock market movers this week
▼ + stars: | 2024-10-27 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

The Street is looking for Stanley Black & Decker sales of $3.8 billion in the third quarter and earnings per share (EPS) of $1.05. The Street is looking for Linde sales of $8.35 billion in the third quarter and EPS of $3.89. In addition to the headline results and forward guidance, overall organic sales growth and data center energy power demand will be focus items for investors. The Street is looking for sales of $94.47 billion in its fiscal fourth quarter and EPS of $1.55. The Street is looking for Coterra sales of $1.3 billion in the third quarter and EPS of 34 cents.

Persons: That's, It's, Stanley Black, Decker, we're, We're, Eli Lilly, Lilly, Amy Hood's, Brian Niccol, Wednesday's, Linde, it's, we'll, Phillips, Horton, Kraft Heinz, SIRI, Estee Lauder, BUD, Cardinal Health, Jim Cramer's, Jim Cramer, Jim, Stephanie Keith Organizations: Nasdaq, Dow, Fed, PCE, YouTube, Justice, AMD, GE Healthcare, Reality Labs, Microsoft, Management, Starbucks, U.S, Presidential, Linde, Apple Intelligence, Amazon, Services, Coterra Energy, WM, Cadence Design Systems, Labor, PayPal, BP, Pfizer, Royal Caribbean Cruises, JetBlue, HSBC, Devices, Grill, Electronic Arts, EA, Gross, Caterpillar, Brinker International, AFortive Corporation, Illinois Tool, Coinbase, eBay, EBAY, Booking Holdings, MGM Resorts, MGM, Bausch Health, LIN, Merck, ConocoPhillips, Mastercard, Altria, Cruise, Myers Squibb, Comcast, Mobileye, Cheniere Energy, Regeneron Pharmaceuticals, Anheuser, Busch InBev, Intel, United States Steel, Juniper Networks, Chevron, Exxon Mobil, Dominion Energy, Charter Communications, LyondellBasell Industries, Cardinal, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Eaton, Corning, Illinois, Bristol, New York City

☆ To pop or not to pop: the smart way to invest in AI without worrying about the bubble
▼ + stars: | 2024-09-13 | by ( Laila Maidan | ) www.businessinsider.com time to read: +8 min

It's also common to draw parallels between the dot-com bubble and today's hype, leading investors to wonder if there's an AI bubble that's about to pop, too. Goldman Sachs' big AI headline of the month is "To buy, or not to buy, that is the question." The note from September 5, led by Peter Oppenheimer, suggests the answer is "to buy" but also to diversify. And the third is the application providers, which are the companies creating services for end users to harness AI. It comes from machine learning or big data workloads that various companies and governments use, Belton noted.

Persons: —, Goldman Sachs, Peter Oppenheimer, John Belton, doesn't, Brian Colello, Nancy Tengler, that's, it's, Tengler, Wall, Larry Ellison, Colello, Belton Organizations: Service, Business, Gabelli Funds, Morningstar Equity Research, Investments, Nvidia, Companies, Microsoft, Intel, Oracle, IBM, Broadcom, AMD, Cadence Design Systems, Google, AWS, Eaton Corporation Locations: GenAI, Belton

☆ Stocks making the biggest moves after hours: Cleveland-Cliffs, Nucor, NXP Semiconductors and more
▼ + stars: | 2024-07-22 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

On the other hand, the company saw $5.09 billion in revenue for the second quarter, under the consensus estimate of $5.2 billion. That overshadowed the company's better-than-expected report for the second quarter. In the second quarter, Nucor earned $2.68 per share on $8.08 billion in revenue, while analysts polled by LSEG anticipated $2.35 a share and $7.69 billion in revenue. Zions earned $1.28 per share in the second quarter, above the $1.10 figure penciled in by analysts polled by LSEG. Calix said it had $198.1 million in revenue for the quarter, while analysts polled by FactSet forecasted $200.8 million.

Persons: FactSet, Nucor, LSEG, Crown, NXP, Zions, Calix, —, Darla Mercado Organizations: Cadence, Systems, Crown Holdings, Semiconductors, Revenue, LSEG, SAP —, SAP, FactSet Locations: Cleveland

☆ Dover wisely shuffles its portfolio — and why we're upgrading a struggling consumer stock
▼ + stars: | 2024-07-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

M & A moves: Club holding Dover said Monday it will sell its Environmental Solutions Group business to Terex Corporation for $2 billion in cash. 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, Russell, We're, Terex, Dover didn't, we're, Elliott, Danaher, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Nasdaq, Dover, Environmental Solutions Group, Terex Corporation, buybacks, Honeywell, Starbucks, Street, Elliott Management, Semiconductors, Cadence Design Systems, Spotify, United Parcel Services, GE Aerospace, GM, HCA Healthcare, Jim Cramer's Charitable Locations: Dover, Nucor, Cleveland, Freeport, McMoRan

☆ Alphabet earnings and 3 more things we're watching in the stock market next week
▼ + stars: | 2024-07-20 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

But in general, this is the kind of development we've hoped to see ever since Starbucks' massive earnings miss April 30. We'll take the nearly 7% pop in shares Friday and hope it's only the beginning of recovery for the beaten-up stock. Fed's fave inflation measure : The personal spending and income report will be the most closely watched economic report next week. Earnings : As the second-quarter earnings season picks up pace, we'll hear from five Club holdings next week including Google parent Alphabet . Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Russell, Donald Trump, — Trump, Jim Cramer, Trump, Donald Trump's, Taiwan's TSMC, Joe Biden's, Biden, Biden's, he's, Elliott, we've, We'll, it's, we'll, Sartorius, Ford, Jim Farley, We're, Honeywell management's, —, Zions, BOK, Brown, BRO, Lockheed Martin, Philip Morris, Clark, Lamb, Edwards Lifesciences, DOV, Dr Pepper, CARR, Baker Hughes, Booz Allen Hamilton, Jim Cramer's, Jim Organizations: Federal Reserve, Nasdaq, Dow, Republican National Convention, GOP, Bloomberg Businessweek, Trump, Elliott Management, Starbucks, Street Journal, Technology, General Motors, Honeywell, Dover, Products Company, Verizon, Truist, SAP, Semiconductors, Crown Holdings, Cadence Design Systems, Medpace Holdings, AGNC Investment, Logitech International S.A, KKR Real Estate Finance Trust, Berkley Corp, Spotify Technology S.A, United Parcel Service, GE Aerospace, GE, Cola Company, Lockheed, Comcast, Polaris Industries, Philip Morris International, Company, HCA Healthcare, Moody's Corporation, Enphase Energy, Texas Instruments Incorporated, Chubb Corporation, Seagate Technology plc, Maine, Packaging Corporation of America, Weatherford International plc, Canadian National Railway Company, FTAI Aviation Ltd, Mattel, Vertiv Holdings Co, Lamb Weston Holdings, NextEra Energy, Tenet Healthcare, Fisher, GE Vernova, Boston Scientific Corporation, General Dynamics, Lennox International, Software Technologies, CME Group, Fortive Corporation, Co, Roper Technologies, Teck Resources Limited, Blackstone Mortgage Trust, Economico Mexicano S.A, Dominion Freight, Otis Worldwide Corporation, OTIS, Ford Motor Company, Grill, Business Machines, IBM, Viking Therapeutics, Las Vegas Sands Corp, Newmont, Whirlpool, Globe, WM, O'Reilly Automotive, Annaly Capital Management, Honeywell International, American Airlines Group, Hasbro, Southwest Airlines Co, New York Community Bancorp, RTX Corporation, AstraZeneca, Carrier Global Corporation, Integer Holdings Corporation, Valero Energy, Texas, Juniper Networks, Boston Beer Company, Physicians Realty Trust, Allison Transmission Holdings, Corp, Columbia Banking, Digital Realty Trust, Edison International, Myers Squibb, Charter Communications, 3M Company, Booz, Centene Corporation, AON, Barnes, Colgate, Palmolive, Jim Cramer's Charitable, CNBC, U.S Locations: U.S, Taiwan, FactSet, China, Dover, Cleveland, Alexandria, ZION, W.R, Freeport, Kimberly, Cal, Teck, Las, ORLY, New, Banc, Bristol, Milwaukee , Wisconsin

☆ Semiconductor stocks just capped off a strong start to 2024. What to expect in the second half
▼ + stars: | 2024-07-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Wall Street is sticking with semiconductor stocks after its hot start to the year. SMH YTD mountain Share performance in 2024 That said, many investors and analysts expect another strong glide path for the industry in the second half. "The AI theme continues to remain very strong," said CFRA Research analyst Angelo Zino, who holds a buy rating on Nvidia. Many on Wall Street view this upcycle as a significant tail wind for Micron Technology as the industry edges out of its trough. But many on Wall Street viewed the sell-off as a buying opportunity , with Goldman Sachs analyst Toshiya Hari expecting market share gains in high-bandwidth memory.

Persons: frothiness, Angelo Zino, you've, Ken Mahoney, John Belton, we're, Management's Paul Meeks, that's, Harlan Sur, Baird, Ted Mortonson, Jeff deGraaf, CNBC's, Gabelli's Belton, Belton, Meeks, Goldman Sachs, Toshiya Hari, Hari, CFRA, Zino, Baird's Mortonson Organizations: VanEck Semiconductor, Nvidia, Devices, CFRA, Gabelli Funds, Broadcom, JPMorgan, KLA Corp, Cadence Design Systems, Micron Technology, Micron, Qualcomm, Apple Locations: unchartered

☆ The market has 'completely missed' this critical AI chip stock, says fund manager
▼ + stars: | 2024-06-04 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Cadence Design Systems , a U.S. company that provides electronic design software to chip makers, has been "completely missed" by investors, according to Clare Pleydell-Bouverie, fund manager at Liontrust. Liontrust's Global Technology Fund , with $265 million in assets, is invested in both stocks with around 3.3% allocated to each as of April 30. "Cadence is going to be the key enabler of this, and that's been completely missed by the market." Pleydell-Bouverie also pointed out that Cadence benefits from a "dual growth driver" — companies designing more chips to bring AI capabilities to consumers and Cadence using AI to improve its own chip design process and efficiency. Analysts remain broadly bullish on the stock, however , with 67% rating it as a buy and 28% maintaining a hold rating.

Persons: Clare Pleydell, CNBC's Arabile, Bouverie, Blackwell, that's Organizations: Cadence Design Systems, Cadence, Liontrust's Global Technology Fund, Palladium, Nvidia Locations: U.S

☆ This software stock is quietly one of the best tech stocks of the decade and Bank of America sees more gains ahead
▼ + stars: | 2024-05-30 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Cadence Design Systems is well ahead of its artificial intelligence peers when it comes to delivering steady returns, according to Bank of America. The electronic systems design company is a "high-quality growth compounder" that's "well levered to AI," analyst Vivek Arya said in a Wednesday note to clients. Cadence develops software, hardware and intellectual property that is used to design chips and printed circuit boards, among other related products. "Over the past decade CDNS has delivered 33% annualized returns, 300bps ahead of rival SNPS , and among top 5 across our coverage, well-ahead of SOX index up 25%. Importantly, CDNS stock has outperformed the SOX index each of the 18 times the SOX index declined by over 10% since 2010."

Persons: Vivek Arya, Arya, CDNS Organizations: Cadence Design Systems, Bank of America, Cadence, PHLX Semiconductor, SOX, Nvidia, AMD, Samsung Locations: SOX

☆ Jim Cramer shares his thoughts on RTX, Pepsi, Nucor, Novartis and Cadence Design Systems
▼ + stars: | 2024-04-23 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +1 min

RTX : Shares were roughly flat after the aerospace and defense company delivered a quarterly earnings beat and reaffirmed its full-year 2024 outlook for sales, adjusted earnings and free cash flow. He goes out on an absolute high," Jim Cramer said, noting the strength in its Pratt & Whitney division. Nucor : The steelmaker's first-quarter earnings and sales came in lighter than expected, and its current-quarter outlook disappointed, as well. Cramer noted Nucor CEO Leon Topalian is set to appear on "Mad Money" later Tuesday, and he'll be seeking clarity around the impact pricing has had on the company. Cadence Design Systems : The semiconductor design software maker's second-quarter guidance came in light, saying customers are delaying orders due to hardware transition.

Persons: Jim Cramer's, Greg Hayes, Jim Cramer, Cramer, Leon Topalian, he'll, I've, Vas Organizations: CNBC, Club, Pratt & Whitney, PepsiCo, Novartis, Cadence Design Systems Locations: U.S, Swiss

☆ Tuesday's rapid fire: RTX, Pepsi, Nucor, Novartis and Cadence Design Systems
▼ + stars: | 2024-04-23 | 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 EmailTuesday's rapid fire: RTX, Pepsi, Nucor, Novartis and Cadence Design SystemsCNBC's Jim Cramer on Tuesday offered his thoughts on the recent earnings reports of RTX, PepsiCo, Nucor, Novartis and Cadence Design Systems.

Persons: Jim Cramer Organizations: Pepsi, Novartis, Cadence Design Systems, RTX, PepsiCo, Nucor

☆ Stocks making the biggest moves after hours: Nucor, Cleveland-Cliffs, Cadence Design Systems, Globe Life and more
▼ + stars: | 2024-04-22 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

First-quarter earnings of $3.46 per share fell below the FactSet consensus estimate of $3.67 in earnings per share. Alexandria Real Estate Equities — The stock advanced 1.2% after Alexandria surpassed first-quarter revenue expectations. The life sciences REIT posted revenue of $769.1 million, above the FactSet consensus estimate of $764.4 million. Packaging Corporation of America — The stock fell 1.8% in extended trading even as the maker of containerboard posted first-quarter earnings that topped estimates. Medpace — Shares dropped 4.3% after Medpace's first-quarter revenue missed estimates.

Persons: Crane, containerboard, Calix, FactSet, Simpson, Medpace, Medpace's, TrustCo, Darla Mercado Organizations: Cliffs, Cadence, Cadence Design Systems, FactSet, Globe, Crane, Alexandria Real, Packaging Corporation, America, Packaging Corp, Simpson, TrustCo Bank Corp, NY Locations: Cleveland, Alexandria, FactSet .

☆ Ford shares surge on Tesla's EV price cuts as the legacy automaker falls back on its roots
▼ + stars: | 2024-04-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Strong bounce: The S & P 500 was on pace Monday afternoon to break a streak of six down days in a row. (The S & P 500 fell 3% last week.) Ford rallies: Ford was our best-performing portfolio stock Monday and one of the top-performing stocks in all of the S & P 500. 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, Financials, Wells Fargo, Wells, Ford, Tesla, Jim Farley, Farley, Abbott, Watson, Mead Johnson, Reckitt Benckiser, Johnson, Lockheed Martin, Sherwin Williams, We're, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Ford, Abbott Laboratories, NEC Society, Abbott, Johnson, SAP, Cadence Design Systems, Nvidia, Danaher, Motors, UPS, GE, PepsiCo, RTX Corp, Lockheed, Treasury, Jim Cramer's Charitable Locations: Wells, Cleveland, Nucor, Freeport, McMoRan

☆ 6 portfolio stock earnings and the Fed's favorite inflation gauge dominate the week ahead
▼ + stars: | 2024-04-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The Nasdaq sank 2% on Friday as Netflix dropped nearly 11% post-earnings and Club stock Nvidia fell 10%, entering bear market territory but still up more than 50% in 2024. Following a much stronger-than-expected March retail sales report last month, fresh economic data and six Club stock earnings will take center stage in the week ahead. While lower rates may help stock multiples, that is not a sustainable path to higher equity prices over time. Earnings : The latest quarterly reporting season is starting to ramp into high gear with six Club names set to report next week. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Dow, Jerome Powell, Jim Cramer, Mark, Meta, Bing, Ford, Vimal, Lockheed Martin, Clark, Philip Morris, Sherwin, Williams, Baker Hughes, Lam, Northrop, Dr Pepper, CARR, Edwards Lifesciences, Jim Cramer's, Jim, Michael M Organizations: Nasdaq, Netflix, Nvidia, Dow Jones, Federal, Fed, Hamas, Gross, Google, Reality Labs, General Motors, Honeywell, Microsoft, Verizon Communications, Albertsons Companies, SAP, Cadence Design Systems, United Parcel Service, General Electric, GE, PepsiCo, Lockheed, Spotify Technology, RTX Corporation, JetBlue Airways, Halliburton, HAL, Philip Morris International, Quest Diagnostics, Texas Instruments, Seagate Technology, Mattel, Veralto Corporation, Boeing, General Dynamics, Boston, Hilton, Fisher, Otis Worldwide, IBM, Grill, Viking Therapeutics, Lam Research, Whirlpool, WM, Honeywell International, Royal Caribbean Cruises, American Airlines, Altria, Newmont, Caterpillar, Southwest Airlines, Myers Squibb, AstraZeneca, Mobileye, Northrop Grumman, CNBC, Comcast, Merck, Dow Inc, Carrier Global, Union Pacific, Intel, Western, Mobile, L3Harris Technologies, Exxon Mobil, Chevron, Colgate, Palmolive, HCA Healthcare, Charter Communications, Newell Brands, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: Israel, Iran, Ukraine, destocking, China, Cleveland, Freeport, McMoRan, Kimberly, Masco, Bristol, New York City

☆ These stocks have the strong margins and pricing power to withstand a reacceleration in inflation
▼ + stars: | 2024-04-09 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Investors may want to pick up shares in companies that can withstand a possible inflation comeback. The second quarter is off to a rough start as investors have become increasingly wary about higher-for-longer interest rates and stickier inflation. Against this market backdrop, we used the CNBC Pro Stock Screener to search for stocks with the pricing power and cost controls to handle a potential inflation reacceleration. These names have also showed reliable earnings growth during the post-pandemic inflation spike. The darling chipmaker has gross profit margin of 72.7% and high levels of earnings growth.

Persons: Dow, Dow Jones, Brad Reback, ServiceNow's, Reback, Goldman Sachs, Arista's Organizations: Nasdaq, Federal Reserve, CNBC, Stock, Arista Networks, Arista, Nvidia, Design Systems, Dominion Freight

☆ This chip stock is mounting another attempt at a breakout, according to the charts
▼ + stars: | 2024-03-26 | by ( Todd Gordon | ) www.cnbc.com time to read: +3 min

Arm Holdings is a UK-based semiconductor and software design company that has been around for quite some time and been through multiple corporate events, changes of ownership and multiple large investors. The majority shareholder of Arm (ARM) is Japanese conglomerate Softbank, which bought the company in 2016 before taking it public again on the Nasdaq in 2023. The stock formed a base into March, held $120-area support and is now mounting another attack after breaking the gray dotted downtrend resistance/trigger level at $135. I do not yet hold the stock, but I am looking to add to our holdings at current levels and will require the stock to remain above that $135 breakout level now serving as support. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: we're, They're, Gordon Organizations: Nasdaq, ARM, Nvidia, Cadence Design Systems, IBM, Intel, AMD, Apple, Facebook, Google, Inside Edge Locations: UK

Cadre Holdings CEO Warren Kanders sold $50.3 million worth of stock. Ares Management CEO Michael Arougheti sold $32.7 million worth of stock. Cadence Design Systems CEO Anirudh Devgan sold $14.7 million worth of stock. AppLovin CFO Herald Chen sold about $9.5 million worth of stock. Cleanspark CEO Zachary Bradford sold nearly $9 million worth of stock.

Persons: Michael Dell, Verity Data, Mark Zuckerberg, Chan Zuckerberg, Zuckerberg, Priscilla Chan, Warren Kanders, Kanders, Jayshree Ullal, Michael Arougheti, Sytse Sijbrandij, Sijbrandij, Anirudh Devgan, Aneel Zaman, Herald Chen, Zachary Bradford Organizations: Dell Technologies, Dell, DELL, Securities and Exchange Commission, Chan Zuckerberg Initiative, Facebook, Cadre, VerityData, Arista Networks, Ares Management, Cadence Design, Herald Locations: 10b5

☆ Nvidia has a parade of partners, but these two stocks are my favorite beneficiaries
▼ + stars: | 2024-03-24 | by ( Jim Cramer | ) www.cnbc.com time to read: +23 min

That's what Nvidia needed semiconductor design firm Synopsys to do to make this next generation of chips. Right now, Nvidia has had not one, but two different breakthroughs: Accelerated computing at a ridiculously fast speed and generative artificial intelligence. I think Jensen regards Dell as a crucial partner when it comes to installing Nvidia's systems anywhere. Do I think Nvidia would like to do more business with Apple? I think Nvidia would like to do more business with everyone, including alleged opponent Intel .

Persons: Abraham Lincoln, David Herbert Donald, Jensen, It's, Jensen Huang, Lincoln, Leonardo da Vinci, da Vinci, he's, Blackwell, Grace Hooper Superchip, –, Moby Dick –, that's, they've, Adam Selipsky, Jensen laughingly, Claude, Anthropic, Dell, Michael Dell, Jensen's, it's, dink, I'm, Johnson, J, Abbott, Reckitt Benckiser, we've, CrowdStrike, ServiceNow, Bill McDermott, Tesla, Elon Musk, Lora Kolodny, That's, Frank Slootman, Ansys, Synopsys, isn't, Sundar Pichai, Satya Nadella, Larry Ellison, Nvidia's Blackwell, Mark Zuckerberg, Jim, Tim Cook, Cook, Apple, Jim Cramer's, Jim Cramer, Josh Edelson Organizations: Lincoln, GTC, Nvidia, GTC –, CNBC, Amazon, Microsoft, Google, Dell Technologies, Club, Dell, Siemens, Rockwell Automation, Cadence Design Systems, Nvidia's, Johnson, Abbott Laboratories, GE Healthcare, cybersecurity, Palo Alto, Palo, Snowflake, AMD, Autodesk, Cadence, Computer, Oracle, Apple, Justice Department, Intel, Vision, Jim Cramer's Charitable, SAP Center, AFP, Getty Locations: U.S, Silicon Valley, Lincoln, Here's, Palo Alto, Pittsburgh, Switzerland, San Jose , California

☆ Talk of recession is dying down in corporate America
▼ + stars: | 2024-03-17 | by ( Alex Harring | ) www.cnbc.com time to read: +7 min

Ever since the Federal Rserve began raising interest rates in early 2022, corporations and investors have braced for how a recession might play out. The word recession came up on the fourth-quarter earnings calls of 47 companies in the S & P 500, according to market data platform FactSet. Almost half of the more than two dozen finance chiefs surveyed by CNBC said they expect the Federal Reserve to control inflation without a recession, a scenario known as a soft landing. Looking ahead to 2024, CFO Emma Giamartino said the Dallas-based company's full-year guidance is "contingent" on the Fed cutting short-term interest rates and the economy skirting a recession. "All indications are now that we're going to have more of a soft landing than a recession."

Persons: John Wall, Emma Giamartino, Giamartino, Richard Galanti, Galanti, Joseph Margolis, it's, Margolis, J, Thomas Hill, Marvin Ellison, Ellison Organizations: Federal, U.S, Cadence Design Systems, CNBC, Federal Reserve, Costco, Kirkland Signature, Hotels, Vulcan Locations: Dallas, Salt Lake City, North Carolina

☆ Jim Cramer says these 4 stocks are better AI plays than red-hot Super Micro Computer
▼ + stars: | 2024-03-04 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Super Micro Computer : Shares surged nearly 25% on Monday after the artificial intelligence server maker was selected late Friday to join the S & P 500 later in March. The gains push its year-to-date ascent to almost 300% and its 12-month increase to nearly 1,050%, amid booming interest in stocks that benefit from AI adoption. "This is too much," Cramer said, referring to Super Micro's stock surge. Arm Holdings is another Nvidia-adjacent investment idea, Cramer said.

Persons: Jim Cramer's, Cramer, it's Dell, Marc Bitzer, Tony Spring Organizations: CNBC, Club, Nvidia, AMD, Design Systems, Holdings, Cramer's Charitable Trust, Whirlpool, Arkhouse Management, Brigade Capital Management, JetBlue Airways, Spirit Airlines, Airlines Locations: Cramer's

☆ These 5 fundamentally sound AI stocks are best-positioned for the next 5-10 years with the industry still in its early stages, according to a portfolio manager at a $20 billion firm
▼ + stars: | 2024-02-27 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

But don't confuse Osmani's overall optimism on the AI space for blanket bullishness on AI-adjacent stocks. Many AI stocks, in fact, are detached from fundamentals and are risky, he told Business Insider on Monday. As evidence of this, he cited the performance of a basket of 50 AI stocks his firm monitors. "We like companies that can monetize AI already, which, in effect, these companies are recipients of the sizable spend going on in AI — spend from the hyperscalers, spend from the corporates," he said. Below are five AI stocks that Osmani is betting on for the years to come.

Persons: Zehrid, Martin Currie, Osmani, —, he's bullish Organizations: Business, Microsoft, Google, OpenAI, Design Systems Locations: Scotland

☆ Here are Wednesday's biggest analyst calls: Tesla, Nvidia, Arm, Citi, Walmart, First Solar, Ulta, GE & more
▼ + stars: | 2024-02-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS downgrades Waste Management to neutral from buy UBS said the trash company has a "lofty" valuation. Citi reiterates Nvidia as buy Citi said its standing by its buy rating heading into earnings next week. " UBS upgrades HF Sinclair to buy from neutral UBS said the refiner is underappreciated. UBS upgrades Huntington Bancshares to buy from neutral UBS said it sees "strong strategic positioning" for the regional bank. Citi downgrades GlobalFoundries to neutral from buy Citi downgraded the semi company following earnings on Tuesday.

Persons: Wells, Redburn, Morgan Stanley, Tesla, it's, Piper Sandler, Piper, Jane Fraser's, Q, BRKRs, BRKR, DINO, D.A, Davidson downgrades Airbnb, Evercore, GlobalFoundries, Bernstein, Wingstop Organizations: Wells, RBC, Enphase Energy, Shoals Technologies, SolarEdge Technologies, UBS downgrades Waste Management, UBS, Citi, Nvidia, JPMorgan, Sinclair, diesel, Deutsche Bank, General, Deutsche, GE, ABNB, ABNB's, Walmart, ISI, Huntington, HSBC, Palantir, HP, Bank of America, of America, Design Systems, Rivals Locations: EBITDA

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