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☆ Cramer's Mad Dash: GE Vernova
▼ + stars: | 2024-11-15 | 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 EmailCramer's Mad Dash: GE VernovaCNBC's Jim Cramer joins 'Squawk on the Street' to discuss why he's keeping an eye on shares of GE Vernova.

Persons: Jim Cramer Organizations: GE, GE Vernova

☆ Sundheim's D1 Capital adds new stakes in GE Healthcare, Bank of America
▼ + stars: | 2024-11-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Sundheim's D1 Capital added positions in GE Healthcare Technologies and Bank of America during the third quarter, a filing Thursday showed. Outside of those new positions and buying more shares of XPO Logistics , D1 Capital was mostly selling its top holdings. The hedge fund sold 22% of its biggest holding, Instacart , and 46% of its stake in cigarette maker Philip Morris . D1 Capital managed about $19 billion as of the end of last year. The extent of other holdings for D1 Capital is unclear.

Persons: Daniel Sundheim, Philip Morris Organizations: Sundheim's, GE Healthcare Technologies, Bank of America, XPO Logistics, D1, GE Vernova, Pfizer, Nu Holdings, Starbucks, Viking Global, D1 Capital Locations: Instacart

☆ Stocks making the biggest moves midday: Shopify, Honeywell, GE Vernova, Twilio and more
▼ + stars: | 2024-11-12 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Shopify's $2.16 billion revenue beat a FactSet estimate of $2.12 billion. Live Nation Entertainment — The live music and entertainment company gained 4% after posting a third-quarter earnings beat. On the other hand, revenue of $7.65 billion missed the $7.75 billion analysts had forecasted. Sea — Shares surged 1.7% after the tech company reported a third-quarter revenue beat. Mosaic — Shares slid 9% after the chemicals company reported disappointing quarterly results.

Persons: Twilio, Wells, Wells Fargo, Donald Trump's, SentinelOne, Tyson, StreetAccount, On's, FactSet, Mosaic, Clint Freeland, Luciano Siani Pires, Scott Strazik, Strazik, Donald Trump, — CNBC's Michelle Fox, Alex Harring, Hakyung Kim, Jesse Pound, Pia Singh Organizations: Entertainment, Honeywell, Elliott Management, Aerospace, Automation, IAC, Trump Media & Technology, Deutsche Bank, Tencent, Shift4 Payments, GE, Financial Locations: —, Swiss

☆ Trump’s victory could disrupt the energy sector. These stocks are likely winners and losers
▼ + stars: | 2024-11-07 | by ( Spencer Kimball | ) www.cnbc.com time to read: +5 min

He has also generally backed nuclear power, though he expressed some skepticism in his October interview with Joe Rogan. The clearest winner: Gas Stocks exposed to natural gas emerge as some of the clearest winners, according to post-election notes by JPMorgan and Jefferies. But the company has significant gas generation assets and would be poised to benefit under the fossil-fuel friendly Trump administration, according to JPMorgan. GE Vernova is one of the clearest winners, according to Jefferies analysts. Cheniere also stands to benefit through potentially easier liquid natural gas production under Trump, Jefferies found.

Persons: Donald Trump, Trump, Joe Rogan, Kevin Kwan, Cheniere, Jefferies, Sunrun, Enphase, SolarEdge, Julien Dumoulin, Smith, Goldman, Biden, it's Organizations: Green New, Gas, JPMorgan, Jefferies, Vistra Corp, Trump, GE Vernova, GE, Senate, GOP, NOVA, NextEra Energy, U.S, Nuclear Locations: U.S, Ukraine

☆ 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

☆ These are the most overbought stocks as November kicks off
▼ + stars: | 2024-11-01 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Investors have been accumulating shares of several big-name companies, from GE Vernova to United Airlines , during the market's recent dip. But those and other overbought stocks could be due for a pullback, according to one popular yardstick. Strong earnings from tech giants Amazon and Intel late Thursday were partly responsible for equity gains on Friday, as investors still look to megacap tech stocks for leadership. CNBC Pro screened for stocks that are considered technically overbought on the basis of their 14-day relative strength index, or RSI. Companies with a 14-day RSI above 70 are often regarded as overbought, signaling a pullback may be ahead, while a 14-day RSI below 30 often suggests a stock is oversold and could see future upside.

Persons: Nicole DeBlase, DeBlase, FactSet, Estée Lauder, Dr Pepper Organizations: GE Vernova, United Airlines, Dow, Nasdaq, Amazon, Intel, CNBC Pro, Companies, GE, FactSet, Electric, Deutsche Bank, Pharmaceuticals, eBay Locations: United, U.S, Chicago, China

☆ Big Tech is creating a new market for small nuclear reactors — these stocks are ways to play it
▼ + stars: | 2024-10-25 | by ( Spencer Kimball | ) www.cnbc.com time to read: +4 min

Small modular reactors (SMRs) promise to reduce capital costs and accelerate construction timelines that typically plague nuclear plants, but the technology has struggled to reach the commercial stage. The difference now is the appetite of tech companies for fossil-free fuel. The market for SMRs could grow by two gigawatts to five gigawatts by 2035 assuming big tech companies make up a majority of the demand, Percoco said. The small, pure-play advanced reactor companies NuScale and Oklo are options, but their stocks are volatile and business outlook uncertain. SMR OKLO 1M mountain NuScale Power has climbed 54% and Oklo by 117% in the past month.

Persons: Paul Zimbardo, Morgan Stanley, Andrew Percoco, Percoco, Zimbardo, NuScale, Sam Altman, Kenneth Parks Organizations: Google, Jefferies, CNBC, Amazon, Tech, Microsoft, Constellation Energy, GE Vernova, GE Locations: Kairos, Pennsylvania, SMRs, Idaho, Ontario

☆ Jim Cramer explains why fossil fuels remain vital as the Big Tech boom continues
▼ + stars: | 2024-10-24 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Thursday told investors that resources like fossil fuels will remain important and enable technological innovations, even as investments in renewable energy continue to grow. While the tech megacaps are investing heavily in nuclear energy, Cramer suggested that power won't play a huge role in the data center for at least a decade. He also reviewed GE Vernova 's recent quarter, saying the company's strength came from electrification and natural gas, not wind or nuclear power. But Cramer also stressed that the conversation around fossil fuels extends beyond the automotive industry. "The truth is, fossil fuels are essential for a lot more than vehicles, like it or not."

Persons: CNBC's Jim Cramer, Cramer, Elon Musk Organizations: Meta, Nvidia, Google, Microsoft, GE

☆ 'Magnificent Seven' stocks are a bright spot Tuesday as the market bounces off its lows
▼ + stars: | 2024-10-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Mag 7: A bright spot in Tuesday's uneven tape is the "Magnificent Seven" stocks. Apple may be down off Verizon' s earnings and Nvidia also is a little lower, but both Club stocks closed at new highs Monday. 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, Nucor, Danaher, outlooked, We're, Larry Culp, Baker Hughes, Jim Cramer's, Jim Organizations: CNBC, ., GE Aerospace, Club, Apple, Verizon, Nvidia, Microsoft, Meta, Seagate Technology, chipmaker Texas, Enphase Energy, GE, Boston Scientific, Jim Cramer's Charitable Locations: Danaher

☆ Lightning Round: AST SpaceMobile is overvalued, says Jim Cramer
▼ + stars: | 2024-10-21 | by ( Jim Cramer | ) 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 EmailLightning Round: AST SpaceMobile is overvalued, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Cheniere, GE Vernova, HubSpot, IONQ, Sportradar, Nuscale Power, Vistra, and Dexcom.

Persons: Jim Cramer Organizations: GE Vernova

☆ Deutsche Bank says buy GE Vernova, sees 30% potential upside
▼ + stars: | 2024-10-21 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

The firm initiated its coverage of the energy company with a buy rating and $354 price target, implying upside of nearly 30%. Analysts are generally bullish the stock, with the majority of those covering the name rating it either as a strong buy or buy. GEV YTD mountain GEV YTD chart As a catalyst, analyst Nicole DeBlase cited a strong outlook in investments towards power generating assets. Additionally, the analyst pointed out that GE Vernova's gas power business is increasingly turning into a growth story. "Gas turbine orders have picked up in recent quarters, as increasing electricity consumption pressures existing grid infrastructure, requiring more baseload capacity.

Persons: Nicole DeBlase, DeBlase Organizations: GE Vernova, Deutsche Bank, General Electric, GE, Gas

☆ Deutsche Bank: GE Vernova to surge 30%
▼ + stars: | 2024-10-21 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeutsche Bank: GE Vernova to surge 30%Nicole Deblase, Deutsche Bank research analyst, joins 'Money Movers' to discuss the firm's thoughts on GE Vernova.

Persons: Nicole Deblase Organizations: Deutsche Bank, GE, GE Vernova

☆ Cramer's Lightning Round: Cheniere Energy is a buy
▼ + stars: | 2024-10-21 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Cheniere Energy's year-to-date stock performance. Stock Chart Icon Stock chart icon IonQ's year-to-date stock performance. Stock Chart Icon Stock chart icon NuScale Power's year-to-date stock performance. Stock Chart Icon Stock chart icon AST SpaceMobile's year-to-date stock performance. Stock Chart Icon Stock chart icon Dexcom's year-to-date stock performance.

Persons: Cheniere, NuScale Organizations: Cheniere, GE, GE Vernova

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, Reddit, Tesla, RH, Warby Parker, UPS and more
▼ + stars: | 2024-10-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Piper Sandler reiterates Tesla as overweight Piper says it's sticking with Tesla heading into earnings later this week. Morgan Stanley initiates BioAge Labs at overweight Morgan Stanley says the biotech company is well positioned. " Goldman Sachs upgrades Warby Parker to buy from neutral Goldman sees customer growth for the eyewear company. Morgan Stanley reiterates Home Depot as overweight Morgan Stanley raised its price target on Home Depot to $450 per share from $380. Morgan Stanley downgrades ServiceNow to equal weight from overweight Morgan Stanley said that expectations are already priced in to the stock.

Persons: John Donovan, Piper Sandler, Tesla, Piper, it's bullish, Morgan Stanley, Goldman Sachs, Warby Parker, Needham, Reddit, Gary Friedman, Jack Preston, Baird, TD Cowen, Cowen, Prologis, Goldman, Craig Felenstein, Jim Bombassei, Morgan Stanley downgrades ServiceNow Organizations: Deutsche Bank, GE Vernova, Deutsche, General Electric, BioAge, Barclays, UPS, FedEx, Dominion, Goldman, Nvidia, AMD, Mohawk Industries, JPMorgan, China EV, Catalyst, Bank of America, Fortune Locations: GitLab, NVDA, Europe, U.S, Las Vegas, China

☆ Here are the 5 things that could move the stock market in the week ahead
▼ + stars: | 2024-10-20 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Earnings drove the stock market higher — can they do it again in the week ahead? But he acknowledged that timing is key because our portfolio discipline mandates that we consider lightening up our stock exposure in an overbought market. In fact, AMD was our worst-performing stock for the entire week, losing more than 7% following the prior week's 1.8% slide. Energy was the worst sector of the week for the market as oil prices sank. In the week ahead, housing numbers are the main draw on the economic front.

Persons: Jim Cramer, ASML, Morgan Stanley, WTI, industrials, We're, Sartorius, Danaher, we're, Stanley Black, Lockheed Martin, Philip Morris, Clark, Baker Hughes, Lam, DOV, CARR, Davidson, Northrop, Edwards Lifesciences, Jim Cramer's, Jim, Stocks, Tuesday's, Spencer Platt Organizations: Dow, Nasdaq, Netflix, Modelo, Corona, Constellation Brands, Taiwan Semiconductor Manufacturing Company, Nvidia, AMD, Broadcom, Club, Abbott Laboratories, Energy, Texas, Honeywell, Danaher, Federal Reserve, Treasury, SAP, Logitech, Verizon, General Motors, GE Aerospace, GE, Lockheed, Quest Diagnostics, Norfolk Southern, Polaris, Seagate Technology, Texas Instruments, Canadian National Railway Company, Boeing, GE Vernova, Fisher, Boston, General Dynamics, Hilton, Lam Research, Business Machines, IBM, Newmont, Viking Therapeutics, Vista Energy, Mattel, O'Reilly Automotive, Whirlpool, American Airlines, United Parcel Service, Southwest Airlines, Tractor Supply Company, Carrier Global, Dow Chemical, DOW, Harley, Union Pacific, Valero Energy, Hasbro, Northrop Grumman, Ryder, Boyd Gaming, Western, Boston Beer Company, York Community Bancorp, Colgate, Palmolive, Newell Brands, Jim Cramer's Charitable, CNBC, NEW, Traders, New York Stock Exchange, Getty Locations: BlackRock, CrowdStrike, U.S, Dover, Freeport, McMoRan, Kimberly, Norfolk, Las, ORLY, VALE, New York City

☆ South Fork Wind offers a glimpse at what's possible as offshore wind power projects struggle to gain traction
▼ + stars: | 2024-10-13 | by ( Pippa Stevens | ) www.cnbc.com time to read: +9 min

Soren Lassen, head of offshore wind research at Wood Mackenzie, said the U.S. offshore wind industry is going through a needed readjustment, and that while the long-term outlook remains intact, progress has been pushed out. South Fork Wind offers tangible evidence that wind projects can work. The company developed the five-turbine Block Island Wind Farm, which is northwest of South Fork Wind, in 2016. The Bureau of Ocean Energy Management first awarded the leases for South Fork Wind in 2013, which where acquired by Deepwater Wind. In September, Skyborn Renewables, a Global Infrastructure Partners portfolio company, acquired Eversource's 50% stake in both South Fork Wind and Revolution Wind.

Persons: Pippa Stevens, Soren Lassen, Wood Mackenzie, –, Orsted, David Hardy, Equinor, Jones, Biden, Avangrid, Wood Mackenzie's Lassen, Lassen Organizations: CNBC GREENPORT, U.S, Wind, CNBC, of Ocean Energy Management, Deepwater, Eversource Energy, Skyborn, Global Infrastructure Partners, CNBC Offshore, Power Authority, Ørsted, New, BP, Dominion Energy, South Brooklyn Marine, Fork, The U.S . Department of, Interior, Maryland –, GE Vernova, American Clean Locations: –, Montauk , New York, U.S, Greenport , New York, East Hampton, East Hampton , New York, Wainscott, Denmark, New York, Atlantic City , New Jersey, New Jersey, Brownsville , Texas, Virginia, Port of Virginia, Connecticut's, of New London, South Carolina , Texas, Rhode Island and Connecticut, The, Maryland, Martha's Vineyard, Nantucket , Massachusetts, Nantucket

☆ Alums of $16 billion Tiger Cub Lone Pine have struggled to hack it on their own — with one notable exception
▼ + stars: | 2024-10-10 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +7 min

In the past five years, four other alums have either shuttered or stopped trading hedge fund strategies. It's the latest spinoff from long-running Tiger Cub Lone Pine Capital to shutter. Lone Pine, the $16 billion firm led by co-chief investment officers Kelly Granat and David Craver, was founded in 1997 by billionaire Steve Mandel. Inside the Lone Pine family treeGaonkar's experience is far from the norm for Lone Pine alums though. Firms like Lone Pine, Tiger Global, Coatue, Viking Global, Maverick, Light Street, and others have lasted for decades and minted billionaires along the way.

Persons: Scott Coulter's, Mala Gaonkar, —, Coulter, Cowbird, Pine, Kelly Granat, David Craver, Steve Mandel, Mandel, Julian Robertson's, Lone, Coatue, redemptions, Gaonkar, David Byrne, SurgoCap, Abobe, David Stemerman's, Scott Phillips, Matt Iorio's, Li Ran's, Brian Eizenstat's, Paul Eisenstein's, Nikhil Trikha, Arthur Wit, that's, Andreas Halvorsen's, Dan Sundheim's, Ben Jacobs, Ning Jin, Marco Tablada, Robertson, Tom Purcell Organizations: Service, Business, Lone Pine, Julian Robertson's Tiger Management, Cubs, Roberston's Tiger Management, Tiger, CNBC, Nvidia, GE, Figma, Pine, Latimer, Elm, Sky Capital, CenterBook Partners, Ampersand Capital Group, Global, Fund Research, Tiger Cub, Tiger Management, Viking Global, Viking Locations: Lone, Lone Pine, Granat, Texas, Li Ran's London, California, Viking

☆ Stocks on the Move: Vistra, GE Vernova, Exxon and Apollo
▼ + stars: | 2024-10-04 | 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 EmailStocks on the Move: Vistra, GE Vernova, Exxon and ApolloThe Investment Committee discuss some stocks on the move and how to trade them.

Organizations: GE Vernova, Exxon, Apollo The Investment

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nike, Meta, Alphabet, Rio Tinto & more
▼ + stars: | 2024-10-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan upgrades Parr Pacific to overweight from neutral JPMorgan said the gas exploration and production company has overcorrected. JPMorgan downgrades MercadoLibre to neutral from overweight JPMorgan downgraded the online Latin American marketplace mainly due to valuation. Wells Fargo reiterates Meta as overweight Wells Fargo raised its price target on Meta to $652 per share from $647. JPMorgan upgrades SAIC to overweight from neutral The firm says it sees "profitable growth" for the IT company. Berenberg upgrades Rio Tinto to buy from hold Berenberg says the metals and mining company is a "medium-term diversified winner."

Persons: Roth, DA Davidson, Davidson, PARR, Wolfe, Raymond James downgrades, Raymond James, Guggenheim, Mizuho, it's bullish, tailwinds, Wells, Wells Fargo, Canaccord, Tesla, Berenberg, Baird downgrades Harley, Baird, Harley, Gordon, FANG, Bernstein Organizations: Iren Energy, Industries, JPMorgan, Parr, Northland, TAM, Raymond James downgrades GE, GE, Deutsche Bank, Nike, Absci Corporation, Mizuho, Kodiak, Kodiak Gas Services, Meta, SAIC, IT, Tesla, Mobile, T Bank, Buffalo, Rio Tinto, BHP, Home Depot, Barclays, Diamondback Energy, Nvidia, Apple Locations: OW, Asia, Vegas, Northland, Salesforce, Rio, American

It also raised its price target to $210 from $187, suggesting shares could rise more than 17% from Tuesday's close. He maintained his $2,400 price target, which implies 16.2% upside potential from Tuesday's close. Bank of America's Lorraine Hutchinson reiterated her buy rating while trimming her price target to $100 from $104. Deutsche Bank analyst Krisztina Katai also maintained her buy rating and inched down her price target by $3 to $92. He also lowered his price target on shares to $40 from $42, implying upside of just 5.2% over the next 12 months.

Persons: Baird, Davidson, Raymond James, Pavel Molchanov, Molchanov, — Hakyung Kim, FANG, Betty Jiang, Jiang, Diamondback, John Pancari, Pancari, Marcelo Santos, Santos, LatAm, Santo, Elliott Hill, Bank of America's Lorraine Hutchinson, Hutchinson, Krisztina Katai, Katai, Matthew Boss, Boss, Baird downgrades Harley, Craig Kennison, Harley, Kennison, Fred Imbert Organizations: CNBC, GE, General Electric, Barclays, Diamondback, Diamondback Energy, Endeavor, Endeavor Energy Resources, Management, T, T Bank, Federal Reserve, ISI, EA, JPMorgan downgrades, JPMorgan, MercadoLibre, Nike, Bank of, Deutsche Bank, Harley Locations: Tuesday's, Bank of America's, Hill

☆ GE Vernova: Here's why Jefferies' Julien Dumoulin-Smith is bullish on the stock
▼ + stars: | 2024-09-27 | 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 EmailGE Vernova: Here's why Jefferies' Julien Dumoulin-Smith is bullish on the stockJulien Dumoulin-Smith, Jefferies analyst, joins ‘Fast Money’ to discuss GE Vernova as the stock of the energy company is having a tremendous run this year.

Persons: Here's, Jefferies, Julien Dumoulin, Smith Organizations: GE, Jefferies, GE Vernova

☆ 10 things to watch in the stock market Thursday, including the Micron-fueled chip rally
▼ + stars: | 2024-09-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

10 things to watch Thursday, Sept. 26 — Today's newsletter was written by the Investing Club's director of portfolio analysis, Jeff Marks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks.

Persons: Jeff Marks, Jim Cramer, Bernstein, Brian Niccol, that's, Mark Zuckerberg, Jensen Huang, Elliott, Truist, Eaton, Morgan Stanley, Jefferies, Hershey, Jim Cramer's, Jim Organizations: Micron, AMD, Nvidia, Devices, Starbucks, Club, GE Healthcare, UBS, Bank of America, JPMorgan, Meta, Southwest Airlines, Elliott Management, GE, Jefferies, Wells, Jim Cramer's Charitable, CNBC Locations: China

☆ Here are Thursday's biggest analyst calls: Nvidia, Apple, Micron, Nike, Meta, Microsoft, First Solar, Tesla & more
▼ + stars: | 2024-09-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

For long term investors we continue to believe they have the best enterprise AI platform and retain our 18-month $500 price target." Truist initiates First Solar as buy Truist said the solar company has a wide moat. " Deutsche Bank reiterates Tesla as buy The firm said it's sticking with its buy rating heading into the company's delivery report in October. UBS reiterates Micron as buy UBS said it's sticking with the stock following earnings on Wednesday. "We are taking the opportunity to reaffirm our positive view on DKNG and up our year-end 2025 price target to $54."

Persons: Goldman Sachs, Goldman, Morgan Stanley downgrades, Morgan Stanley, Oppenheimer, Truist, Tesla, Jefferies downgrades Hershey, Jefferies, it's, Orion, Bernstein, NYCB, Morgan Stanley downgrades Sonos, there's, JPMorgan, Ralph Lauren Organizations: UBS, GE Healthcare, Entertainment, Tencent, Microsoft, Inc, Deutsche Bank, Hershey, Susquehanna, Nvidia, NVIDIA, Nike, Deutsche, Apple, Barclays, Community Bank, Micron, MU, " Bank of America, Meta, Bank of America, SONO, UW, GE Vernova, GE, RL Locations: China

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Walmart, Salesforce, Starbucks, Amazon & more
▼ + stars: | 2024-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler initiates Colgate-Palmolive and Church & Dwight as overweight Piper said both consumer products company offer an attractive risk/reward. Piper Sandler upgrades Salesforce to overweight from neutral Piper said it sees an attractive risk/reward for the stock. Bernstein reiterates Amazon as outperform Bernstein said advertising is "key to the bull case once again" for Amazon. Wedbush upgrades Comerica to outperform from neutral The firm added the regional bank to its best ideas list. " CFRA reiterates Nvidia as buy The firm says it sees Nvidia with "sustained compute demand" over the coming years.

Persons: Piper Sandler, Dwight, Piper, Baird, Jefferies, it's bullish, Raymond James reinstates Uber, Raymond James, Goldman Sachs, Goldman, KeyBanc, Morgan Stanley, immuno, Oppenheimer, Lowe's, Redburn, it's, Truist, Baird downgrades McKesson, Needham, Apple, Pinterest, Leerink, Guggenheim, Tesla, TSLA, Bernstein, CFRA Organizations: Colgate, Palmolive, Church, Jefferies, Starbucks, Avidity Biosciences, BP, Exxon, Costco, Walmart, Apple, GE Vernova, UBS, Citi, Mastercard, Visa, U.S, DOJ, Comerica, CMA, Nvidia

☆ Stocks making the biggest moves midday: Visa, Smartsheet, JD.com and more
▼ + stars: | 2024-09-24 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

Smartsheet — Shares surged more than 6% after Blackstone and Vista Equity Partners agreed to buy the software maker for $56.50 a share in cash, or about $8.4 billion . Unless another offer is made, the deal is expected to close by January 2025, pending shareholder approval. China stocks — Shares of Chinese companies soared after China's central bank unveiled a host of stimulus measures . Thor earned $1.68 per share on $2.53 billion in revenue in its fiscal fourth quarter. Flowserve — The stock moved nearly 5% higher after Bank of America reiterated a buy rating, saying its exposure to nuclear power is "underappreciated."

Persons: Alibaba, Li, Thor, LSEG, Morgan Stanley, BioNTech, Guggenheim, Joseph, Alex Harring, Samantha Subin, Lisa Kailai Han, Jesse Pound, Sarah Min Organizations: Bloomberg, Justice Department, Blackstone, Vista Equity Partners, JD.com, PDD Holdings, Li Auto, Thor Industries, Arlo Technologies, Bank of America, GE, Joseph Osha Locations: —

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