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☆ Philippe Laffont’s Coatue makes big bets on China and GLP-1 drugmakers in latest quarter
▼ + stars: | 2024-11-14 | by ( Pia Singh | In | ) www.cnbc.com time to read: +2 min

He also increased his stake in JD.com by 8.2 million shares, or 33,490%, and PDD Holdings by roughly 2.28 million shares, or 741%. Laffont also created new positions in iShares China Large-Cap ETF and KraneShares CSI China Internet ETF . Laffont also made a couple of significant increases to the fund's holdings in Eli Lilly and Novo Nordisk . Facebook parent Meta still remains the fund's largest holding, while Amazon, Microsoft and Nvidia remain in the fund's top 10. The filing also showed increased bets on Eaton Corporation, a name closely tied to the artificial intelligence-related energy infrastructure boom, as well as Constellation Energy and NextEra Energy .

Persons: Philippe Laffont's Coatue, Julian Robertson, Laffont, Donald Trump's, Xi Jinping, Eli Lilly Organizations: Philippe Laffont's Coatue Management, U.S . Securities, Exchange Commission, Tiger Management, PDD Holdings, KraneShares CSI China Internet, Novo Nordisk, Novo Nordisk's ADRs, Broadcom, Microsoft, Nvidia, chipmakers Qualcomm, Devices, Taiwan Semiconductor, Facebook, Amazon, Eaton Corporation, Constellation Energy, NextEra Energy Locations: Alibaba, JD.com, iShares China, China, Novo, chipmakers

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. This time around, Trump's tariff proposals on Chinese imports could help Amazon in its competition against low-price online sellers Temu and Shein. Salesforce : Not a Trump stock, but it wasn't a Kamala Harris stock either. Constellation Brands : The Mexican beer importer has been punished on fears about what Trump's tariff and immigration proposals could do to its business. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Jim, Donald Trump's, Trump's, Abbott, Trump, Hock Tan, Tan, We'll, it's pricier, Morgan Stanley, Wells, Kamala Harris, Agentforce, That's, Biden, Dover, Eaton's, Elon, Waymo, JD Vance, we've, Linde, that's, Eli Lilly, Robert F, Kennedy Jr, Kennedy, Lilly, Mark Zuckerberg, Zuckerberg, Goldman Sachs, shouldn't, Nextracker, Brian Niccol, Niccol, Stanley Black, Decker, TJ Maxx, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Abbott Laboratories, Abbott Labs, White, Biden, AMD, Trump, Wednesday, Broadcom, VMWare, BlackRock, Costco, Coterra Energy, Coterra, DuPont, Disney, GE Healthcare, GE Aerospace, Google, Honeywell, Elliott Investment Management, Linde, Microsoft, Big Tech, Apple, Meta, Financial Times, Nvidia, Palo Alto Networks, Yum Brands, Taco Bell, Constellation Brands, Management, TJX, Marshalls, Jim Cramer's Charitable Locations: China, India, Missouri, Wells Fargo, BlackRock, Shanghai, Dover, U.S, Palo, HomeGoods

☆ Megacap tech stocks make some room — here is where investors are branching out
▼ + stars: | 2024-11-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

With the S & P 500 trading around record highs and hanging around 6,000, one Wall Street firm revised its year-end S & P 500 price target, expecting more gains before the end of the year. We use the S & P 500 Short Range Oscillator as our guide to when the market is overbought or oversold. 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, Dow, Donald Trump administration's, Morgan Stanley, Wells Fargo, Eaton, Trump's, Oppenheimer, Wells, Tyson, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Apple, Nvidia, Microsoft, Honeywell, BlackRock, Tyson Foods, AstraZeneca, Club, Disney, Jim Cramer's Charitable Locations: Dover, Wells Fargo

Generative AI wasn't part of the lexicon for most of us during President-elect Donald Trump 's first four years in the White House. At a high level, generative AI is a cutting-edge form of technology that will shape the next decade and beyond. While the AI field has been around for decades, generative AI applications can create new content, including computer code, human-like text and images, in response to user prompts. Those that lead in generative AI will very likely shape the world as we know it. With 5G, Trump didn't just hope the U.S. could just fun faster than everyone else.

Persons: Donald Trump, ChatGPT, Kamala Harris, Trump, Elon Musk, OpenAI, JD Vance, Vance, Joe Biden's, Trump's, OpenAI's Sam Altman, Alphabet's Sundar Pichai, Jim Cramer, it's, Jim, they're, Jim Cramer's, Callaghan Organizations: Trump, Billionaire, Republican, Big Tech, Republican Party's, GOP, 5G, Mobile, Sprint, Verizon, Nvidia, Microsoft, Huawei, Biden, Deutsche Bank, South China, Taiwan Semiconductor Manufacturing, Apple, Washington, Intel, Eaton, Trust, CNBC, Convention Center, Callaghan O'hare Locations: Ohio, U.S, United States, America, We've, China, Taiwan, South, Beijing, Palm Beach, West Palm Beach , Florida

☆ These 2 stocks beat the S&P 500 in election Novembers no matter who won
▼ + stars: | 2024-11-06 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Two stocks have outperformed the S & P 500 every November when elections have been held over the past three decades — regardless of the outcome, according to a CNBC Pro study. Electrical and industrials giant Eaton Corporation and Sweden's second-largest lender, Svenska Handelsbanken , are the two stocks that beat the U.S. benchmark in November every election year. CNBC Pro screened for stocks currently in the MSCI World Index that gained more than the S & P 500 — or lost less than the index — in November of every election year since 1988. Every time is different Historical performance is never a guarantee of future performance, and stocks often move for idiosyncratic reasons. This year, for instance, the Federal Reserve is expected to announce a decision on interest rates on Thursday, which could also influence the trajectory of stocks.

Persons: Brett Linzey, Mizuho, Eaton, Arctic's Roy Tilley, Henry Allen, Pfizer's, Barack Obama, Allen Organizations: CNBC, Eaton Corporation, Svenska, CNBC Pro, Eaton Corp, Mizuho, Svenska Handelsbanken, Arctic Securities, Federal Reserve, Deutsche Locations: U.S, Industrials, Sweden, Greece, Europe

☆ We're trimming our position in an industrial stock with an uncertain growth outlook
▼ + stars: | 2024-11-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following the trade, Jim Cramer's Charitable Trust will own 400 shares of HON, decreasing its weighting to roughly 2.5% from 3.05%. Due to the growth uncertainties that lie ahead, we want to lighten up on our Honeywell position into Tuesday's strength. 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's, hasn't, CRWD, BLK, DOV, ETN, Jim Cramer, Jim Organizations: Honeywell, Wolfe Research, CrowdStrike, DuPont, CNBC Locations: BlackRock, Dover, Eaton

☆ Here are Tuesday's biggest analyst calls: Apple, Microsoft, Palantir, Eli Lilly, Broadcom, Krispy Kreme, Live Nation & more
▼ + stars: | 2024-11-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Live Nation as overweight Morgan Stanley raised its price target on the stock to $140 per share from $120. Bank of America reiterates Apple as buy Bank of America says it sees "limited" impact to Apple earnings regardless of the Presidential outcome. Bank of America reiterates Palantir as buy The firm says Palantir is an AI "juggernaut" following earnings on Monday. Bank of America reiterates Arista Networks as buy Bank of America says it sees share gains ahead for the networking equipment company. Morgan Stanley reinstates Krispy Kreme as equal weight Morgan Stanley says Krispy Kreme has a balanced risk/reward right now.

Persons: Morgan Stanley, it's bullish, Eli Lilly, Palantir, Bernstein, Eaton, Deutsche, there's, Jefferies, Rick Dreiling, MTZ, Morgan Stanley reinstates Krispy, Krispy Kreme Organizations: Bank of America, Boeing, JPMorgan, RBC, Microsoft, " Bank of America, Broadcom, Apple, Republicans, Arista Networks, Arista, Meta, Deutsche Bank, eBay, Barclays, Energy, Infrastructure, Communications, Resources, IDA Locations: San Antonio, Redmond , WA

☆ Jim Cramer is encouraged by updates on 3 stocks that indicate further upside ahead
▼ + stars: | 2024-11-05 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. 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, Tuesday's, DuPont, Bernstein, Jim, Eaton, Tom Jorden, Jorden, Coterra, Donald Trump, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, DuPont, Club, Coterra Energy, Brands Locations: Eaton

☆ Election Day and the Fed’s rate decision approach – Where investors are finding fixed income opportunities now
▼ + stars: | 2024-11-04 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Uncertainty is the key theme for markets on the eve of Election Day, but fixed income investors say there are a few opportunities to snap up solid yield even as the market holds its breath. "We are constructive on fixed income as a whole, despite these uncertainties, and we're stressing to investors that yields are really quite attractive – and the income generation we can get from fixed income right now is quite powerful," Persson added. On the municipal bond side, offerings include the iShares National Muni Bond ETF (MUB) , which has a 30-day SEC yield of 3.35%. Vanguard also has its Tax-Exempt Bond ETF (VTEB) , with a 30-day SEC yield of 3.4%. The iShares MBS ETF (MBB) has a 30-day SEC yield of 4.01% and a net expense ratio of 0.04%.

Persons: Kamala Harris, Donald Trump, Andrew Szczurowski, Eaton, Anders Persson, Persson, Fannie Mae, Freddie Mac, Baird Organizations: NBC News, Income, Morgan Stanley Investment Management, Federal, Treasury, Muni Bond ETF, SEC, Vanguard, Bond, SPDR, MBS, Fidelity Intermediate Bond Fund, Bond Fund Locations: Washington, Nuveen

☆ The 3 things that will influence the stock market in the most consequential week of the year
▼ + stars: | 2024-11-03 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The major stock benchmarks rallied Friday but were lower last week, with the Nasdaq leading the way lower after reaching new highs. Eight other Club names reported earnings last week, including Eli Lilly and Eaton. Despite indications from Big Tech that Nvidia's AI chips will remain in hot demand, the Club stock fell 4.3% for the week. The S & P 500 , which is less tech-weighted, fell nearly 1.4% for the week, making it back-to-back weekly losses for the broader market index. Earnings After analyzing earnings reports from 14 of our portfolio companies last week, there is only one Club name on the docket this week.

Persons: Eli Lilly, Eaton, Jim Cramer, financials Goldman Sachs, Kamala Harris, Donald Trump, Harris, Trump, That's, Jerome Powell, We're, we'll, Archer, Johnson, Jim Cramer's, Jim, Brendan McDermid Organizations: Nasdaq, Devices, Apple, Microsoft, Big Tech, Club, Nvidia, Dow, Intel, AMD, Dow Jones, Visa, American Express, JPMorgan, Bond, Federal Reserve, Boeing, Treasury, White, DuPont, Election, Protection, Electronics, Industrial, Constellation Energy, Marriott, Century Fox, Wynn Resorts, WYNN, Goodyear Tire, Cirrus, Diamondback Energy, Daniels, Midland, Apollo Global Management, Ferrari, Restaurant Brands, Emerson Electric, Devon Energy, Novo Nordisk, CVS Health, Howmet Aerospace, Teva Pharmaceutical Industries, Cedar Fair Entertainment, Toyota, American Electric Power Company, Johnson Controls, Dine Brands, Holdings, AMC Entertainment, Qualcomm, Coty, COTY, Energy, Barrick, Halliburton, HAL, Hershey, Air Products & Chemicals, Warner Bros ., Arista Networks, Rivian Automotive, Trade, Icahn Enterprises, Sony, SONY, Paramount, Jim Cramer's Charitable, CNBC, New York Stock Exchange Locations: BlackRock, Florida, China, Sluggishness, Cleveland, New York City, U.S

☆ 11 surprising things from this earnings season, including my favorite stock so far
▼ + stars: | 2024-11-03 | by ( Jim Cramer | ) www.cnbc.com time to read: +17 min

Horton makes the most sense as a Kamala Harris stock because of a promised $25,000 toward a first home. I don't know if either candidate can pull off huge tariffs (Trump) or a credit (Harris). Here are eleven surprising things about this earnings season that you can store up and pull out when the election is confirmed. The deficit will begin to hurt the stock market hard next year even if the economy continues to cool. Away from the hyperscalers, I like Marvell , where CEO Matt Murphy bought $1 million worth of stock in the open market.

Persons: beckons, Joe Biden, Biden, Donald Trump, D.R, Horton, Kamala Harris, Harris, let's, Let's, Trump, haven't, Myers, Abbvie, Eli Lilly, Anat Askenazi's, Abbott, neonatologists, Reckitt, Jim Hurst, Danaher, Jason Hollar, It's, Amgen, That's, Estee Lauder, Parker, Pat Gelsinger's, He's, Matt Murphy, Jim Cramer's, Jim Cramer, Jim, David Paul Morris Organizations: U.S, NBC News, White, Ford Motor, Trump, Costco, Volkswagen, Bankers, Banco Santander, Apple, Amazon, GE Vernova, U.S ., Treasury, Merck, NEC, FDA, CDC, NIH, GE Healthcare, Cardinal Health, NPC, Nvidia, Caterpillar, Linde, Devices, heaven's, Intel, Marvell, Micron, Arista, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: Europe, Germany, China, Portugal, Ireland, Italy, Greece, Spain, It's, Santander, —, Bristol, U.S, Taiwan, Eaton, Dover, Norwegian, Caribbean, San Francisco

☆ Jim Cramer identifies an interesting buy level for our worst performing Big Tech stock this year
▼ + stars: | 2024-10-31 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said Thursday that Microsoft shares below $400 each would be an interesting buy level. 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 . Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Persons: Jim Cramer, Stocks, Thursday's, Eaton, it's, Jim, Linde, Sanjiv Lamba, Estee Lauder, Bristol Myers, Uber, Jim Cramer's Organizations: CNBC, Nasdaq, Microsoft, Apple, Nvidia, Linde, Merck, LIN Locations: SharkNinja

☆ We're hiking our price target on an industrial whose earnings benefit from AI data center boom
▼ + stars: | 2024-10-31 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Electrical components and power systems company Eaton delivered mixed third-quarter results Thursday morning, and its stock paid the price. Eaton management raised its full-year guidance for both operating margin and earnings per share (EPS). However, we're increasing our price target to $375 per share from $350, implying over 9% upside from Wednesday's close. 2025 outlook Looking to next year, management didn't provide formal sales or earnings guidance, but they did provide growth assumptions for the company's key end markets. Industrial facilities (12% of sales), defense aerospace (6% of sales), and commercial and institutional (20% of sales) are expected to realize "modest growth."

Persons: Eaton, it's, we've, Oliveri Leonetti, Parker, wouldn't, Craig Arnold, Jefferies, Jim Cramer's, Jim Cramer, Jim Organizations: Revenue, LSEG, Boeing, Electrical, Aerospace, Hannifin, DuPont, Honeywell, CNBC, Eaton Corporation, NYSE Locations: Florida, Eaton, Americas, North America

☆ We're locking in a 52% gain in this hot industrial stock and changing our rating
▼ + stars: | 2024-10-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Following the trade, Jim Cramer's Charitable Trust will own 275 shares of ETN, decreasing its weighting to 2.75% from 3%. 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's, Eaton, Jim Cramer, Jim Organizations: CNBC Locations: Eaton

☆ 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

“Just to both of us getting frustrated.”Therein lies the problem: Gentle parenting is proving to be too hard on many parents. One study published in July found that over 40% of self-identified gentle parents teeter toward burnout and self-doubt because of the pressure to meet parenting standards. A wave of think pieces called gentle parenting “too gentle” of a practice that required a parent to turn into a “self-renouncing, perpetually present humanoid.”The gentle parenting philosophy, said Pezalla, is largely a social media trend with no scholarship to back it up. Enter gentle parenting. In theory, gentle parenting has great values to apply to parenting practices — speak kindly and honor connections.

Persons: Lauren Eaton Spencer, Noah, Spencer, ”, ” Spencer, There’s, Annie Pezalla, Emily Oster, Vivek Murthy, Sarah Ockwell, Smith, gentleparenting, “, Dr, Kenneth Ginsburg, overindulgent, Ginsburg, it’s, Diana Baumrind, —, Becky Kennedy’s, disciplining, Mariah Maddox, Maddox, Nate, we’re, Loly Spencer, ” “, Pezalla, “ We’ve Organizations: Macalester College, Star, Children’s Hospital of Philadelphia, Parent, NBC News, Pew, University of North Locations: Katy , Texas, influencers, U.S, Lucas County , Ohio, University of North Texas, “

☆ Tech is the star Friday, and why we'd be buyers of the dip on CrowdStrike
▼ + stars: | 2024-10-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 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. 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. 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.

Persons: Jim Cramer, Carahsoft, George Kurtz, We'll, Stanley Black, Decker, Eli Lilly, Eaton, Brian Niccol's, It's, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Nasdaq, Communication, Newmont Corporation, Nucor, Universal Health Services, HCA Healthcare, Bloomberg, Carahsoft Technology, Internal Revenue Service, IRS, Bloomberg News, Microsoft, Club, Nvidia, Devices, GE Healthcare, Nextracker, Linde, Coterra Energy, Starbucks, Federal, Boeing, Jim Cramer's Charitable Locations: U.S, China

☆ These are Morgan Stanley's highest conviction plays for earnings season
▼ + stars: | 2024-10-19 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Here are five of Morgan Stanley's 10 highest conviction plays, which the firm sees near-term catalysts driving "a meaningful move" upward. Morgan Stanley sees a positive set up for Eaton and is forecasting beats on all key performance indicators, including Americas organic growth and margins. "Our detailed organic growth build supports steady ~8% organic growth in 2025-26, roughly ~200 bps above Consensus, which drives [mid-single digit] EPS upside and argues for multiple expansion on sustained strength," he added. Eaton is set to report third-quarter earnings on Oct. 29. His price target of $100 suggests shares could rise 29% from Friday's close.

Persons: Morgan Stanley, Michelle Weaver, Morgan Stanley's, Eaton, Chris Snyder, Ron Kamden, Keith Weiss, —, Sarah Min Organizations: CNBC Disruptor, Microsoft Locations: Eaton, Americas, 4Q24, Friday's

☆ We're raising our Morgan Stanley price target after a post-earnings stock surge to record highs
▼ + stars: | 2024-10-16 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Morgan Stanley shares soared to all-time highs Wednesday after third-quarter beats on the bank's top and bottom lines, with strength seen across the board. MS YTD mountain Morgan Stanley YTD Club stock Morgan Stanley was up 7.5%. Morgan Stanley outpaced expectations in just about every aspect of each operating division and put up very strong quarterly results in terms of firmwide key performance indicators. Given its 15.1% CET1 ratio, Morgan Stanley has plenty of excess capital at its disposal to both continue investing in growth and return excess capital to shareholders. Morgan Stanley Why we own it : We own Morgan Stanley for the rebound taking place in IPO and M & A activity along with growth in wealth management, which provides more durable fee-based revenues.

Persons: Morgan Stanley, Wells Fargo, Morgan Stanley's, Sharon Yeshaya, Morgan Stanley repurchased, Goldman Sachs, Ted Pick, Morgan, Yeshaya, That's, Eaton Vance, Jim Cramer's, Jim Cramer, Jim, Bing Guan Organizations: Revenue, LSEG, Morgan Stanley YTD, Investment, Bloomberg, Institutional Securities, Bank of Japan, CNBC, Getty Locations: Wells Fargo

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom: Of course, we love the company's AI business — both its custom silicon solutions for companies such as Alphabet and its networking chips that help stitch data centers together. Stanley Black & Decker: Jim said that this stock is the "most significant beneficiary" from lower rates in the entire portfolio. 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.

Persons: Jim Cramer's, Jim, there's, Lisa Su, Wells, Salesforce, CrowdStrike, it's, we've, Walt Disney, —, Eaton, we're, Kamala Harris, Harris, Jim's, Linde, Eli Lilly, Lilly isn't, That's, Morgan Stanley, Goldman Sachs, D.A, Satya Nadella's, Palo, cybersecurity, Brian Niccol, We're, Stanley Black, Decker, TJX, Charlie Scharf, Wells Fargo's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple Intelligence, Abbott Laboratories, Devices, AMD, Nvidia, Broadcom, Apple, Federal Reserve, Costco Wholesale, Costco, Coterra, DuPont, Disney, ESPN, GE Healthcare, Democratic, Biden, Honeywell, Linde, Adobe, Microsoft, Davidson, Palo Alto Networks, Constellation Brands, Modelo, Corona, TJX, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: Wells Fargo, BlackRock, Dover, Eaton, China, U.S, Chipotle, New York City

☆ These 5 portfolio stocks outperformed the market's incredible run since our September Monthly Meeting
▼ + stars: | 2024-10-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We did hold onto our rate-sensitive names like Wells Fargo and Morgan Stanley , which were among the best performers since the last Monthly Meeting. Morgan Stanley: 16.2% Following the Fed's decision, shares advanced as investors became more optimistic about a soft landing for the U.S. economy. Morgan Stanley benefits from lower rates — and, in turn, a better economy — because it can usher in more Wall Street dealmaking such as initial public offerings and mergers and acquisitions. That's because the Club has been debating exiting Morgan Stanley altogether for a potentially better investment banking rebound play like Goldman Sachs. Morgan Stanley reiterated its buy-equivalent rating on Oct. 10, arguing that Eaton has a positive setup into earnings season.

Persons: It's, Wells, Morgan Stanley, Morgan, Goldman Sachs, Morgan Stanley's, Salesforce, Marc Benioff, Piper Sandler, Guggenheim, Meta, Eaton, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow Jones Industrial, Dow, Procter, Gamble, Meta, Fed, Northland Capital Markets, UBS, Citigroup, Analysts, JPMorgan, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: U.S, Wells Fargo, Salesforce, Eaton, Tuesday's, Northland

☆ Wall Street analysts downgrade Honeywell. We think they're making a mistake.
▼ + stars: | 2024-10-10 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Honeywell stock received a rare downgrade from JPMorgan on Thursday. "They said they wanted to reshuffle their portfolio," Jim Cramer said Tuesday. 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: It's, Vimal Kapur, JPMorgan's, Kapur, Jim Cramer, Jim Cramer's, DOV, Jim, Michael Nagle Organizations: Honeywell, JPMorgan, DuPont, CNBC, Eaton, Linde, JPMorgan's Honeywell, DD, LIN, Honeywell International Inc, New York Stock Exchange, Bloomberg, Getty Locations: Eaton, Dover, DuPont, Megatrends, New York

☆ Jim Cramer looks at a buy level for this industrial AI play, says be patient on Costco
▼ + stars: | 2024-10-10 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. With third-quarter earnings starting in earnest Friday, Jim Cramer urged investors to keep their "eye on the prize." 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, Jim, Eaton, he's, he'd, Hurricane Helene, Stocks, Jim Cramer's, DOV Organizations: CNBC, Wells, JPMorgan, Honeywell, Costco, Delta Air Lines, Nike, Pfizer, DD Locations: Dupont, Dover, U.S

☆ Tech tycoon Mike Lynch died from drowning after his superyacht sank, inquest hears
▼ + stars: | 2024-10-04 | by ( Nathan Rennolds | ) www.businessinsider.com time to read: +2 min

British tech tycoon Mike Lynch died from drowning, an inquest heard. Lynch and six others died after the superyacht Bayesian sank off the coast of Sicily in August. Lynch founded software company Autonomy in 1996 and sold it to HP for more than $11 billion in 2011. AdvertisementTech tycoon Mike Lynch died from drowning after the Bayesian superyacht sank off the coast of Porticello, Sicily, an inquest heard on Friday, multiple outlets reported. Lynch, his 18-year-old daughter Hannah, and five others died after the vessel was caught in a heavy storm in August.

Persons: Mike Lynch, Lynch, —, Hannah, Mike Brown, Jonathan Bloomer, Morgan Stanley, Judy, Brown, Jonathan, Judy Bloomer —, Chris Morvillo, Neda —, Recaldo Thomas, Matthew Griffiths, James Cutfield, Tim Parker Eaton Organizations: Autonomy, HP, Service, Tech, Morgan, Morgan Stanley International, Reuters, BBC Locations: Sicily, Porticello, Autonomy

☆ No need to sell this AI data center play ahead of earnings — and updates on 3 more industrial stocks
▼ + stars: | 2024-10-02 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Deutsche Bank is striking a cautious tone on Dover 's stock ahead of the industrial conglomerate's upcoming earnings report. Late Tuesday, Deutsche Bank listed Dover as a short-term sell idea, suggesting the company will report underwhelming results that may pressure shares later this month. Other industrial stocks in our portfolio received price target increases this week, including Eaton, Stanley Black & Decker and Honeywell . Both firms raised their price target on the DeWalt owner's stock to $100 a share from $96 while maintaining hold or hold-equivalent ratings. Honeywell's price target was increased only slightly at Deutsche Bank — up merely $1 to $226 a share — and left unchanged at Barclays.

Persons: Jim Cramer, industrials, Barclays –, Stanley Black, Decker, Jim, Dover, Richard Tobin, there's, DOV YTD, DOV, It's, Eaton, Vimal Kapur, Jim Cramer's, SWK Organizations: Deutsche Bank, Federal Reserve, Barclays, Environmental Solutions, Wednesday, Honeywell, Deutsche Bank —, Barclays . Deutsche Bank, CNBC, Luza Locations: Dover, Eaton

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