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☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Skechers, Meta, Southwest, Amazon, Sweetgreen, & more
▼ + stars: | 2024-07-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with its overweight rating on Tesla " Tesla AI Infrastructure 'base' is by far the fastest rising part of its asset base." Morgan Stanley downgrades WW International to equal weight from overweight Morgan Stanley downgraded the company formerly known as Weight Watchers due to concerns about free-cash flow. Morgan Stanley initiates CervoMed as overweight Morgan Stanley said it's bullish on shares of the biotech company. " Morgan Stanley downgrades STMicroelectronics to equal weight from overweight Morgan Stanley downgraded the stock following earnings. Morgan Stanley reiterates Meta as overweight Morgan Stanley said buy the dip in shares of Meta.

Persons: Redburn, Lockheed Martin, Raymond James, Apple, it's, Morgan Stanley, Tesla, Piper Sandler, Alexander, Baldwin, Piper, ALEX, TD Cowen, Morgan Stanley downgrades STMicroelectronics, Baird, Meta, Guggenheim, Oppenheimer, Sweetgreen, Stifel, Jefferies, Rosenblatt Organizations: Deutsche Bank, Airlines, Deutsche, Lockheed, Apple, Citi, Amazon, AMC, International, Dianthus Therapeutics, Meta, " Bank of America, underperform Bank of America, Barclays, Microsoft, Aviation, Security, Nvidia, Qualcomm, Pharmaceuticals Locations: NYC, Brunswick

☆ Stocks making the biggest moves midday: 3M, Dexcom, Sweetgreen, Texas Roadhouse and more
▼ + stars: | 2024-07-26 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Dexcom — Shares plummeted more than 40% after the medical device maker missed expectations for second-quarter revenue and offered weak full-year guidance for the measure. That exceeded analysts' expectations for earnings of $3.48 per share on revenue of $808 million, per LSEG. Norfolk Southern — Shares of the railroad operator gained 10% after a second-quarter earnings beat. Texas Roadhouse — The restaurant chain climbed 4.4% after second-quarter earnings topped expectations. Texas Roadhouse earned $1.79 per share, above the $1.64 per share estimate from analysts surveyed by LSEG.

Persons: Dexcom, Coursera, Newell Brands, Newell, Boston Beer, LSEG, Mohawk, Bristol Myers Squibb, Morgan Stanley, FactSet, amortization, Bitcoin, Alexander, Baldwin —, Alexander & Baldwin, Piper Sandler, Guggenheim, Sweetgreen —, Oppenheimer, Stifel, Yun Li, Pia Singh, Sean Conlon, Jesse Pound, Hakyung Kim, Lisa Kailai Han Organizations: LSEG, Newell, Yankee, Wall, Boston Beer, Boston, Mohawk Industries, Bristol Myers Squibb, Bristol, Revenue, Norfolk Southern, Norfolk, Charter Communications, Southwest Airlines, Deutsche Bank, Southwest, Redburn, FactSet, FTAI Aviation, Texas, Texas Roadhouse, LSEG . Revenue, Colgate, Palmolive Locations: Norfolk

☆ 10 things to watch in the stock market Friday after a tumultuous week
▼ + stars: | 2024-07-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

The data didn't sway the market odds on the Fed cutting interest rates three times this year, starting in September. The industrial conglomerate raised its full-year outlook. Two of the Club's industrial names, Honeywell and Dover , reported earnings this week with mixed fortunes for their stocks. Dexcom shares plunged more than 35% after the medical device company missed on revenue and cut its full-year outlook. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Bristol Myers, Abbott, Skechers, Lockheed Martin, L3Harris, Japan's Eisai, Eli Lilly, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Federal, Transportation, Electronics, Honeywell, Colgate, Palmolive, Abbott Laboratories, Libre, Deutsche Bank, Lockheed, EU, Novo Nordisk, Jim Cramer's Charitable, CNBC Locations: Dover

Meanwhile, Redburn Atlantic initiated coverage of DoorDash with a buy rating and a price target implying upside of more than 60%. He also notched down his price target to $29 from $32, indicating 9.4% downside potential from Thursday's close. Analyst Vivek Arya reiterated his buy rating on the Dutch-based chipmaker in a client note on Thursday. He also cut his price target to $1.25 from $6.25, which was 7 cents below Thursday's close price. DASH YTD mountain AAPL year to date — Hakyung Kim 5:33 a.m.: Raymond James raises Apple price target Raymond James is getting more bullish on Apple ahead of earnings.

Persons: Raymond James, Michael Linenberg, Linenberg, Southwest's, — Hakyung Kim, BofA, Vivek Arya, NXP, NXPI, Arya, Davidson, Alexander Perry's, Perry, Morgan Stanley, International Morgan Stanley, Nathan Feather, Feather, Hakyung Kim, James Cordwell, Cordwell, EBITDA, Srini Pajjuri, Fred Imbert Organizations: CNBC, Apple, Southwest Airlines Deutsche Bank, Southwest Airlines, Revenue, NXP, Bank of America, EV, Harley, International, WW International, DoorDash Locations: U.S, China, Thursday's, 2H24

☆ Here are Thursday's biggest analyst calls: Apple, Dell, Super Micro, ServiceNow, Ford, CrowdStrike
▼ + stars: | 2024-07-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: Bank of America reiterates IBM as buy Bank of America said the "portfolio is delivering" despite the company's mixed earnings report on Wednesday. Morgan Stanley reiterates Ford as overweight Morgan Stanley said it's sticking with Ford as a top pick following earnings on Wednesday. Bank of America reiterates CrowdStrike as buy Bank of America lowered its price target to $365 per share from $400 but said it's sticking with the stock. Barclays reiterates Super Micro Computer as overweight Barclays said it's sticking with its overweight rating heading into earnings in early August. " Bank of America reiterates Birkenstock as buy Bank of America said the stock "warrants a higher multiple."

Persons: Mizuho, ServiceNow, Morgan Stanley, Ford, KeyBanc, Baird, AAPL, Price, LULU, Goldman Sachs, Dell, Goldman, Roper, CBRE, it's, CrowdStrike, Susquehanna, Bank of America downgrades Lamb Weston, Lamb Weston, Chipotle, Piper Sandler, Marvell, Piper, Birkenstock Organizations: Bank of America, IBM, Infrastructure, Consulting, Mizuho, Software, Ford, Apple, BMO, Citi, Dell, DELL, Roper Technologies, " Bank of America, Meta, AMD, SOX, JPMorgan, GE, Deutsche Bank, Deutsche, Barclays, AMC, Sirius XM, Davidson, Polaris

☆ This JPMorgan ETF has beaten the S&P 500 five years in a row. Here’s how
▼ + stars: | 2024-07-25 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

However, one exchange-traded fund (ETF) has done just that, beating the S & P 500 index for five consecutive years. The JPMorgan US Research Enhanced Index Equity ETF has beaten the benchmark every year since 2019 and is also outperforming in 2024. However, it wasn't until 2018 that JPMorgan decided to marry this time-tested strategy with the increasingly popular ETF structure. For instance, JPMorgan's ETF is overweight Microsoft shares by 45 basis points compared to the weighting for the stock in the iShares Core S & P 500 ETF. This extensive coverage forms the backbone of the REI strategy, according to Grassi.

Persons: Piera Elisa Grassi, Raffaele Zingone, Grassi, REI, Berkshire, we've Organizations: JPMorgan US, Equity, London Stock Exchange, Borsa Italiana, Deutsche Borse, Six Swiss Exchange, JPMorgan Asset Management, JPMorgan, JPMorgan Global, Vanguard, Berkshire Hathaway, GE Aerospace, Asset Management, CNBC Locations: United States, U.S, Grassi, iShares

☆ AI turned Big Tech stocks around. But a huge sell-off shows investors are wary of the insane spending.
▼ + stars: | 2024-07-25 | by ( Huileng Tan | ) www.businessinsider.com time to read: +4 min

Big Tech appears to be tipping into troubled territory again. Read previewIn 2022, US tech companies grappled with falling demand after aggressive expansions during the pandemic, prompting a rout in tech stocks. This concentration makes the effect of any major decline in Big Tech stocks even more pronounced. All eyes on the rest of Big TechOther Big Tech companies, including Amazon, Apple, Microsoft, and Meta, report quarterly earnings next week. As for Big Tech, it appears to be a case of being safe rather than being sorry — because they can afford to.

Persons: —, Michael Strobaek, Lombard Odier, Strobaek, Katherine Tangalakis, Jim Reid, Reid, Anthropic, Lombard Odier's Strobaek, Sundar Pichai Organizations: Tech, Service, Nasdaq, Business, Lombard, Big, Bloomberg, Google, Big Tech, Apple, Microsoft, Meta, Deutsche Bank, Amazon Locations: Swiss, Big Tech

☆ Europe stocks set to open lower amid global downturn; earning season ramps up
▼ + stars: | 2024-07-25 | by ( Jenni Reid | ) www.cnbc.com time to read: +2 min

The Unilever headquarter building seen by the Nieuwe Maas river in Rotterdam. LONDON — European markets are heading for a lower open Thursday, with a flurry of corporate earnings and a selloff on Wall Street in focus. The U.K.'s FTSE 100 was last seen opening 19 points lower at 8,132 points, according to IG data, with Germany's DAX and France's CAC 40 down by 80 points and 45 points, respectively. The pan-European Stoxx 600 index closed 0.6% lower on Wednesday as second-quarter earnings season ramped up. Data will be released on German consumer confidence and euro zone and U.K. business activity, ahead of next week's euro zone gross domestic product second-quarter print.

Persons: Germany's DAX, carmakers Stellantis, Roche Organizations: Unilever, LONDON, CAC, MIB, Nestle, carmakers, Renault, Nasdaq, Deutsche Bank, Nikkei, U.S, Reuters, Bank of Locations: Rotterdam, Swiss, U.S, Asia, Pacific, Bank of Japan

☆ Alphabet could be in for a tough period ahead, analysts warn
▼ + stars: | 2024-07-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Alphabet investors may want to prepare for some volatility moving forward. However, shares fell about 5% as the company also reported lower-than-expected YouTube advertising revenue. On top of that, Alphabet highlighted plans to boost capital expenditures as it races to meet rising artificial intelligence demand. That is due in part to tough advertising comparisons amid the anniversary of a particular strong period for Asia and Pacific retailers. The move to 'future proof' business Some analysts and investors are reading the tea leaves with a positive tilt, however.

Persons: Ruth Porat, Sundar Pichai, Porat, Mark Shmulik, Brent Thill, Benjamin Black, Ross Sandler, Gene Munster, Goldman Sachs, Eric Sheridan, Bank of America's Justin Post, Truist's Youssef Squali, Citi's Ronald Josey Organizations: Jefferies, Deutsche Bank, Barclays, Bank of America's, DR Locations: Asia, Pacific

☆ Here are Wednesday's biggest analyst calls: Tesla, Spotify, Apple, GM, Alphabet, Imax, Disney & more
▼ + stars: | 2024-07-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: RBC upgrades Estee Lauder to outperform from sector perform RBC said it sees an attractive risk/reward. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's standing by shares of Tesla following the release of disappointing earnings. Morgan Stanley initiates Biohaven as overweight Morgan Stanley said it sees "value creation" for the biotech company. Morgan Stanley downgrades General Motors to equal weight from overweight Morgan Stanley said it sees a more "balanced" risk/reward for shares of GM. " Cantor Fitzgerald downgrades Tesla to neutral from overweight Cantor downgraded Tesla following earnings on Tuesday.

Persons: Lauder, Raymond James, Taylor Morrison, it's, Morgan Stanley, Tesla, Tesla's, TD Cowen, JFrog, Cowen, Lockheed Martin, Goldman Sachs, Goldman, Smith, Stifel, GOOGL, Jefferies downgrades, Gamble, Jefferies, Piper Sandler downgrades Ulta, Piper, Gordon Haskett, Joel Anderson, Cantor Fitzgerald downgrades Tesla, Cantor Organizations: RBC, Taylor Morrison Homes, Tesla, Lockheed, Spotify, JPMorgan, Garden Entertainment, Apple JPMorgan, Apple, Jefferies downgrades Colgate, Palmolive, Procter, Colgate, Gamble, Deutsche Bank, Deutsche, Motors, GM, Barclays, Disney, Universal Studios, Davidson Locations: GenAI, Malibu

☆ European markets to open lower as investors weigh regional bank and U.S. tech earnings
▼ + stars: | 2024-07-24 | by ( Sophie Kiderlin | In | ) www.cnbc.com time to read: +1 min

LONDON — European markets are set to open lower on Wednesday as earnings season ramps up. The U.K.'s FTSE 100 was last expected to open 25 points lower at 8,137, while Germany's DAX was set to shed 76 points to 18,472 and France's CAC 40 was expected to open 54 points lower at 7,540. Italy's MIB index was set to to open 62 points lower at 34,799. Deutsche Bank , UniCredit, BNP Paribas and Banco Santander are among the European banks reporting earnings on Wednesday, alongside Easyjet , Iberdrola and Orange. On the data front, flash purchasing managers' index data is due to be released in the U.K. and the euro zone.

Persons: Germany's DAX, Easyjet Organizations: Citigroup Inc, State Street Corp, Barclays Plc, HSBC Holdings Plc, CAC, Deutsche Bank, BNP, Banco Santander Locations: Wharf, UniCredit, Iberdrola, Orange, Germany

☆ Deutsche Bank snaps 15-quarter profit streak on Postbank lawsuit provision
▼ + stars: | 2024-07-24 | by ( Jenni Reid | ) www.cnbc.com time to read: +3 min

Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt. Deutsche Bank on Wednesday snapped a 15-quarter profit streak with a narrower-than-expected loss, as it made a provision for an ongoing lawsuit over its Postbank division. The long-running lawsuit by investors alleges Deutsche Bank underpaid to take over the retail banking giant in 2010. Other highlights included:Profit before tax excluding the Postbank provision was 1.7 billion euros, up from 1.4 billion euros in the second quarter of 2023. Provision for credit losses was 476 million euros, up from 401 million euros a year ago.

Persons: Deutsche Bank CEO Christian Sewing, James von Moltke, CNBC's Caroline Roth, that's, Von Moltke, we'd, Italy's Organizations: Deutsche Bank, United Kingdom . Deutsche Bank AG, Deutsche Bank CEO Christian, Spain's Santander Locations: City of London, London, United Kingdom, German, Frankfurt

☆ We've captured some market share in our advisory business: Deutsche Bank CFO
▼ + stars: | 2024-07-24 | 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 EmailWe've captured some market share in our advisory business: Deutsche Bank CFOJames von Moltke, the CFO of Deutsche Bank, discusses earnings with CNBC.

Persons: We've, James von Moltke Organizations: Deutsche Bank, CNBC

☆ Alphabet reports earnings after the market close. Here's how analysts see it playing out
▼ + stars: | 2024-07-23 | by ( Sean Conlon | ) www.cnbc.com time to read: +5 min

Alphabet is set to report second-quarter earnings after the market closes Tuesday, one of the first of the " Magnificent Seven " to post its results this earnings season. For Google search revenue, Wolfe Research estimates growth of 12.6% compared to the prior-year period. Wolfe has an outperform rating on Alphabet and a share price target of $240, implying more than 32% upside from Monday's close. Deutsche Bank, Bank of America and TD Cowen all increased their price targets on the stock heading into earnings. GOOGL mountain 2024-07-22 Alphabet, 2-day Bernstein analyst Mark Shmulik also chooses to stay neutral, rating Alphabet market perform.

Persons: LSEG, Baird, Colin Sebastian, Wolfe, Shweta Khajuria, TD Cowen, Benjamin Black, Justin Post, John Blackledge, Barton Crockett, Rosenblatt, Bernstein, Mark Shmulik, Shmulik Organizations: Google, Wolfe Research, Deutsche Bank , Bank of America, Bank of America, YouTube, Rosenblatt Securities, Department of Justice, DOJ

☆ Here are Tuesday's biggest analyst calls: Apple, Nvidia, Tesla, Krispy Kreme, Skechers, Amazon, First Solar, Qualcomm and more
▼ + stars: | 2024-07-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley upgrades Skechers to overweight from equal weight and downgrades Under Armour to underweight from equal weight Morgan Stanley said its Skechers channel checks looked promising. "We initiate coverage of LandBridge (LB) with a Buy rating and a $35 price target following its IPO last month." Morgan Stanley reiterates First Solar as overweight Morgan Stanley said First Solar could benefit from a new Trump administration. Morgan Stanley reiterates Amazon as top pick Morgan Stanley said Amazon is its favorite pick ahead of earnings, but that the firm also likes Alphabet and Meta. Morgan Stanley initiates Alumis as overweight Morgan Stanley said it's bullish on shares of the immunology company.

Persons: TD Cowen, Morgan Stanley, Armour, Bernstein, Apple, Guggenheim, Tesla, Baird, it's, Krispy Kreme, Goldman Sachs, Goldman, Trump, Wells, Piper Sandler, Piper, TD Cowen downgrades Darden, Cowen, Oppenheimer Organizations: Procter, Gamble, HSBC, CrowdStrike, Qualcomm, JPMorgan, Goldman, Barclays, Nvidia, Amazon, Microsoft, Citi, Rio Tinto, Deutsche Bank, Aerospace, Deutsche, Farnborough Air, Darden Locations: Rio, Olive, stagnate

☆ Global markets rise after Biden exit
▼ + stars: | 2024-07-22 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +3 min

New York CNN —Global markets made solid gains after President Joe Biden dropped out of the 2024 presidential election Sunday and endorsed Vice President Kamala Harris as the Democratic nominee. European markets were higher, and Asian markets closed mostly lower. But “the fact that Biden endorsed Kamala Harris reduces uncertainty,” said Jay Hatfield, CEO at Infrastructure Capital Advisors. “Markets are increasingly focused on the US presidential election in November,” wrote Deutsche Bank’s Henry Allen in a research note on Monday. Stocks tumbled toward the end of last week as a turbulent election cycle and a global tech outage rocked technology stocks in particular.

Persons: Joe Biden, Kamala Harris, Donald Trump, unwind, Harris, Biden, ”, Jay Hatfield, Trump, ” Hatfield, Deutsche Bank’s Henry Allen, Lyndon Johnson, Stocks Organizations: New, New York CNN — Global, Democratic, Dow, Nasdaq, Trump, Infrastructure Capital Advisors, Deutsche Bank, “, Deutsche Locations: New York

☆ Biden's withdrawal from the presidential race spells uncertainty for the 'Trump trade'
▼ + stars: | 2024-07-22 | by ( Huileng Tan | ) www.businessinsider.com time to read: +5 min

Joe Biden's withdrawal from the 2024 presidential race is causing market uncertainty. Analysts now expect more market volatility after Biden pulled out of the race. AdvertisementUS President Joe Biden's withdrawal from the presidential election is throwing fresh uncertainty into the markets for a second straight week. Investors were already trying to position themselves for the so-called "Trump trade" following the failed assassination attempt on former President Donald Trump on July 13. Markets at large were relatively calm following Biden's withdrawal after the Trump trade gripped sentiment last week.

Persons: Joe Biden's, Trump, Biden, —, Donald Trump, Mark Haefele, Jim Reid, Kyle Rodda, Harris, Chris Weston, Pepperstone, Kamala Harris, Biden's, Haefele Organizations: Service, Trump, Republican, UBS Global Wealth Management's, Nasdaq, Treasury, Deutsche Bank, Democrats, Democratic Party, Democratic, UBS

☆ From Zyn to vapes: Big Tobacco pushes further toward cigarette alternatives. Here’s who could come out on top
▼ + stars: | 2024-07-21 | by ( Michelle Fox | ) www.cnbc.com time to read: +12 min

If you haven't been paying attention to tobacco companies, you might not recognize the new landscape. The alternatives also include heated tobacco and nicotine vapor products, although with the latter, tobacco companies face big competition from vaping companies and the proliferation of illicit vapes. PM 1Y mountain Philip Morris' one-year performance Countries around the globe have been working for years to reduce tobacco use. There is no way back," Philip Morris Chief Financial Officer Emmanuel Babeau said at a Deutsche Bank conference in June. Most of that came from companies in China, with tobacco companies only taking about 15% share, the bank said.

Persons: Philip Morris, —, Brett Cooper, I'm, Philip, Emmanuel Babeau, Owen Bennett, Cooper, Altria, vapes —, Faham Baig, Dan Ahrens, Ahrens, Edge's Cooper, Jefferies, Bennett, Murray Garnick Organizations: Philip Morris International, Reynolds American, British, Tobacco, Big Tobacco, World Health, Philip Morris, Deutsche Bank, Jefferies, Philip Morris USA, Centers for Disease Control, Drug Administration, U.S, Supreme, FDA, UBS, WHO, Brands, BAT Locations: Colorado, China, rey, Japan, Iquos, U.S, Kentucky, Marlboro, U.S ., London, RRPs

☆ Earnings playbook: Your guide to a busy week of earnings, including Alphabet and Tesla
▼ + stars: | 2024-07-21 | by ( Fred Imbert | ) www.cnbc.com time to read: +7 min

What history shows: Data from Bespoke Investment Group shows GM beats earnings expectations 87% of the time. Tesla is set to report earnings after the close. What history shows: Bespoke data shows GM beats earnings expectations 62% of the time. What history shows: Ford earnings exceed estimates nearly 70% of the time, according to Bespoke. This quarter: Earnings for the airline are expected to have fallen more than 10% from the year-earlier period, per LSEG.

Persons: Michael Wayland, Tesla, Elon Musk, Dan Levy, Ben Kallo, Benjamin Black, Jim Farley, Matthew Swanson, Swanson, AAL, Leslie Josephs Organizations: Big Tech, Google, Ford Motor, IBM, General Motors, CNBC, Tuesday, GM, Investment Group, LSEG, Barclays, Energy, Deutsche Bank, Wednesday Ford, Ford, Ford Pro, RBC, Thursday, Airlines, American Airlines, Investors Locations: China

☆ Markets broaden as investors sell tech winners, but further turbulence may be on the way
▼ + stars: | 2024-07-20 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

The four best-performing stocks in the S & P 500 year to date were down an average of 13.5% last week. .SPX 5D mountain The S & P 500's performance in the past five trading days. The anchoring effect of a persistently strong half-dozen $1-trillion to $3-trillion companies atop the S & P 500 while most stocks wallowed had the effect of suppressing index volatility. The S & P 500 is now about 3% off its record, and the Nasdaq 100 is in a roughly 5% retreat from its high. History says when the S & P 500 has been up more than 10% in the first half of a year , as in 2024, it has gone to further highs by year's end nearly every time.

Persons: Russell, Donald Trump, Cash, Parag Thatte, Thatte, Goldman Sachs, wallowed, Cantor Fitzgerald Organizations: Axonic Capital, Deutsche Bank, Nasdaq

☆ Election chaos and Friday’s tech outage are taking the market on a wild ride
▼ + stars: | 2024-07-19 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +6 min

New York CNN —Stocks are soaring this year, but that could soon change as election chaos takes the market on a rollercoaster ride. But this has been a destabilizing week for US stocks and the market trajectory could be shifting. The Dow was down more than 430 points, or 1%, in the morning trading session on Friday as the tech outage continued to rattle investors. Former President Donald Trump, meanwhile, said in an interview with Bloomberg that Taiwan should pay for its own defense. The bright sideInvestors have been largely resilient this year and some financial bigwigs say the election won’t change that.

Persons: Donald Trump, Joe Biden, Dow, —, “, ”, Jim Reid, Biden, they’re, Scott Wren, Wells, Jerome Powell, Liz Young Thomas, Russell, Young Thomas, ” Trump, CrowdStrike, JPMorgan Chase, Jeremy Barnum, isn’t Organizations: New, New York CNN, Investors, Big Tech, Nasdaq, Deutsche Bank, Democratic, ”, Treasury, Fed, Tech, Bloomberg, Taiwan Semiconductor Manufacturing, Nvidia, Microsoft, Meta, JPMorgan Locations: New York, Iran, Israel, Wells Fargo, “, China, Taiwan

☆ Here are Thursday's biggest analyst calls: Nvidia, Gap, Exxon, Apple, Block, Toast, Allstate, AMC, Chipotle, Dollar Tree & more
▼ + stars: | 2024-07-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Bank of America reiterates Nvidia as buy Bank of America said it's sticking with its buy rating on Nvidia and that investors should "focus on fundamentals." "We are initiating on Frontier with a Buy rating and $33 PT." BMO upgrades Allstate to outperform from market perform BMO said it sees growth potential for the insurance company. " Morgan Stanley reiterates Taiwan Semiconductor as overweight Morgan Stanley said it's sticking with its overweight rating following the company's earnings report. " "We initiate coverage of Impinj with an Overweight rating and $205 price target."

Persons: Wolfe, Mizuho, it's, Goldman Sachs, Goldman, Baird, Morgan Stanley, Wells, TD Cowen, Redburn, William Blair, –, Roth MKM, Roth, TSMC, JPMorgan, Chipotle, Cantor Fitzgerald, Cantor Organizations: Exxon, ExxonMobil, Bank of America, Nvidia, Apple, UBS, Frontier, Mizuho, Citi, Vans, BMO, Allstate, Deutsche, Meta, Paris, Palo Alto Networks, Palo, AMC, 3Q, Taiwan Semiconductor, JPMorgan, CMG Locations: Palo Alto

☆ Treasury yields tick higher as markets digest comments by Fed officials
▼ + stars: | 2024-07-18 | by ( Katrina Bishop | ) www.cnbc.com time to read: +2 min

The yield on the 10-year Treasury was trading around 4.1672% at 2:20 a.m. The yield on the 2-year Treasury was also 2 basis points higher at 4.4524%. U.S. Treasury yields moved higher on Thursday as investors digested a range of comments by Federal Reserve officials and what they could mean for interest rates. It comes as traders increasingly bet on a September interest rate cut by the Federal Reserve, with a reduction in July now seen as highly unlikely. Earlier this week, Federal Reserve Chair Jerome Powell said interest rates would likely be cut before inflation reaches 2%.

Persons: Christopher Waller, John Williams, Thomas Barkin, Jerome Powell, you've, Powell, Dow Jones, —, Jeff Cox Organizations: Treasury, U.S, Federal Reserve, Federal, York Fed, Wall Street Journal, Richmond Fed, Deutsche Bank, Economic, of Washington D.C

☆ Here are Wednesday's biggest analyst calls: Rivian, Nvidia, Apple, Micron, Microsoft, Sweetgreen, Tesla, Netflix & more
▼ + stars: | 2024-07-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Rivian as overweight Morgan Stanley raised its price target on Rivian to $17 per share from $13. UBS reiterates Apple as neutral UBS said it sees Apple results as "in-line" when the company reports on Aug. 1. UBS initiates Sweetgreen as buy UBS said the restaurant chain has "margin potential." Guggenheim reiterates Netflix as buy Guggenheim said it's sticking with its buy rating on Netflix heading into earnings Thursday. UBS reiterates Micron as buy UBS said it's sticking with its buy rating on shares of Micron.

Persons: Morgan Stanley, Rivian, Jefferies, Bernstein, TD Cowen downgrades Charles Schwab, Cowen, Schwab, it's, Morgan Stanley downgrades, TD Cowen, 2H24, Tesla, Oppenheimer downgrades Morgan Stanley, Oppenheimer, Guggenheim, Needham Organizations: VW, Susquehanna, Nvidia, AMD, UBS, Apple, Chevron, bbl, Deutsche Bank, Deutsche, Valero, Mizuho, Citi, Hershey Citi, TD Cowen downgrades, Airlines, Barclays, MasterCard Citi, Mastercard, " Bank of America, Bank of America, Enterprise, NASDAQ, HSBC, Qualcomm, Netflix, Micron, Microsoft

☆ Dell employees used the company's signature corporate survey to tell bosses how they feel after its RTO push
▼ + stars: | 2024-07-16 | by ( Polly Thompson | ) www.businessinsider.com time to read: +7 min

The company runs an annual employee engagement survey called "Tell Dell." "Frankly, most people I work with were expecting a steeper decline," said another Dell employee. The results are covered in detail with every team member along with action plans to address employee concerns," one Dell employee explained. Related stories"It's as if every leader was given the OK to ignore it," said one Dell employee. "In the Tell Dell Survey, our team members shared that they believe their leaders treat them with respect, uphold the company's Culture Code values and offer flexibility to balance work/life."

Persons: —, there's, Dell, I've, Jenn Saavedra, Saavedra, Brandon Bell Organizations: Service, Business, Dell, Employees, Tell Dell Survey, Getty, Workers, Wall, Deutsche Bank, Deloitte Locations: Texas, Rock , Texas

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