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☆ 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

☆ Stocks making the biggest moves midday: Moderna, Uber, Boeing, Adobe and more
▼ + stars: | 2024-09-13 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Oracle — The stock rose nearly 2% after the database software company raised its fiscal 2026 revenue outlook . Uber — Shares of the ride-sharing company advanced more than 5% following news that it plans to expand its partnership with Alphabet's Waymo . Adobe — Shares tumbled 9% after the software company issued weaker-than-expected guidance for the current quarter. Unity Software — Shares of the game engine company added nearly 7%. Discovery — Shares advanced about 9% after the media conglomerate entered an early renewal agreement with Charter Communications.

Persons: Kevin Clark, RH —, Gary Friedman, Alphabet's Waymo, Uber, Stifel, Biden, David Zaslav, —, Jesse Pound, Sean Conlon, Samantha Subin, Hakyung Kim Organizations: JPMorgan, Oracle, Aptiv, — Stock, Adobe, Boeing, Unity, Holdings, PDD Holdings, Redfin Corporation, Federal Reserve, U.S, Home, Warner Bros, —, Charter Communications, Discovery Locations: U.S, Austin , Texas, Atlanta, China

☆ Lost in the market's sharp rotation out of tech stocks is a really bullish call on major banks
▼ + stars: | 2024-07-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Banks shining : Lost in the shuffle of all the earnings earlier and another tech selloff was a bullish note on large-cap banks from Morgan Stanley analyst Betsy Graseck. Before Wednesday's open, we get earnings from Club stocks GE Healthcare and DuPont . 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, Jerome Powell, Stanley Black, Decker, Morgan Stanley, Betsy Graseck, Graseck, Goldman Sachs, Wells, Grasck, Kraft Heinz, Wednesday's, Jim Cramer's, Jim Organizations: CNBC, Nvidia, Stanley, Citi, Bank of America, JPMorgan, Microsoft, Devices, Arista Networks, Pinterest, Caesars Entertainment, Electronics Arts, GE Healthcare, DuPont, Boeing, Cruise Line, Mastercard, Humana, Trane Technologies, Jim Cramer's Charitable

☆ Cramer: Here are 5 stocks I would buy right now — plus 3 to keep your eyes on
▼ + stars: | 2024-07-14 | by ( Jim Cramer | ) www.cnbc.com time to read: +18 min

In the meantime, we received some terrific feedback from members after revealing in late May five stocks we would buy right here, right now. So which stocks would I buy right now? And while we expect Monday may not be a good day for tech stocks — remember it is only day three of the rotation — you have to buy AMD before the tide turns back to tech. I said that Best Buy was much more than just a brick-and-mortar company and that its integrity was high. More importantly, like AMD, Best Buy is where people will try out a new AI PC.

Persons: We've, that's, Nvidia's Blackwell, Wells Fargo, Wells, Charlie Scharf, Charlie, Doug Braunstein, Fernando Rivas, Jamie Dimon, there's, Scharf, let's, Ed Breen, Breen, Dennis Kozlowski, Kozlowski, Medtronic, Dupont, China's, Peter Arduini, Wynn, Laxman Narasimhan, Howard Schultz, Laxman, Narasimhan, Schultz, Mellody Hobson, There's, Jim Cramer's, Jim Cramer, Jim, Pual Yeung Organizations: Dow Jones, Devices, Nvidia, Broadcom, Big Tech, AMD, Intel, PC, Microsoft, HP, Wells Fargo, JPMorgan, Costco, Gold, DuPont, Tyco, Tyco Electronics, Johnson Controls, GE Healthcare, Wynn, Starbucks, GE, Philips, Siemens, Management, Caesars, Las, Sands, Biden, Covid, Palestinian, McKinsey, PepsiCo, Jim Cramer's Charitable, CNBC, Wynn Resorts, Bloomberg, Getty Locations: Wells Fargo, Wells, U.S, Canada, Dupont, China, East Germany, Macau, Israel, Jewish, Gaza, Macao

☆ Investors can nab attractive dividends with these high-quality stocks
▼ + stars: | 2024-07-08 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Those dividends may begin to look more attractive to investors as the Federal Reserve starts cutting interest rates. UBS compiled a list of global, high-quality dividend stocks using its quantitative models, as well as its fundamental analysts. "Throughout the process, we emphasise the stability and growth potential of dividend streams, as opposed to the current yield," analyst Claire Jones said. Investors can grab a 2.69% dividend yield with Home Depot . The oil giant boasts a 3.35% dividend yield and is up more than 11% so far this year.

Persons: What's, Claire Jones, Richard McPhail, Giovanni Staunovo, Brent, Jonathan Woloshin, Sempra, Jeffrey Martin, CNBC's Jim Cramer, Melissa Repko, Spencer Kimball Organizations: UBS, Federal Reserve, Depot, CNBC, Exxon Mobil, Exxon, Pioneer Natural Resources, CME Group, JPMorgan, Group, Utilities Locations: Saudi, Aramco

Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Best Buy : Jim said Best Buy's pullback in recent days has created a buying opportunity in the electronics retailer. Salesforce : The stock has in recent weeks clawed back some of its post-earnings plunge , even before Thursday's 6% surge. Wynn Resorts : Wynn is another stock in the portfolio that, it's become increasingly clear, trades based on its exposure to China. 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, Wall, Abbott, Johnson, We're, haven't, it's, Walt Disney, Estee Lauder, levered, Eli Lilly, Lilly, Morgan Stanley, Goldman Sachs, OpenAI, Jensen Huang, Nikesh Arora's, Stanley Black, Decker, TJX, We've, Wells, Charlie Scharf poaches, Wynn, Jim Cramer, Michael M Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Abbott Laboratories, Prime, Web, Broadcom, VMWare, Costco Wholesale, Costco, Coterra Energy, DuPont, Walt, Disney, Nvidia, Ford Motor, Ford, Blue, Motors, GE Healthcare, GE, Management, Honeywell, Linde, Microsoft, Palo Alto Networks, Procter & Gamble, Constellation Brands, Modelo, Corona, Fed, TJX, JPMorgan, Wynn Resorts, Wynn, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: China, Covid, Dover, Eaton, Palo Alto, U.S, Wells Fargo, Las Vegas

☆ Stocks making the biggest moves before the bell: Robinhood, Nvidia, Lululemon, Five Below and more
▼ + stars: | 2024-06-06 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Five Below told investors to expect between $830 million and $850 million, while analysts polled by LSEG forecasted $883 million. Sprinklr — The business technology stock dove 21.1% in the wake of weak guidance for the current quarter and full year. StoneCo — The financial technology stock rose 2.6% following an upgrade to overweight from neutral by JPMorgan . Ultragenyx Pharmaceutical — The biopharma stock added nearly 4% following an upgrade to buy from neutral at Goldman Sachs. Shopify — The e-commerce technology stock slipped 1.6% on the back of a MoffettNathanson downgrade to neutral from buy.

Persons: Goldman Sachs, Smartsheet, LSEG, Sprinklr, Mizuho, there's, StoneCo, CH Robinson, Goldman, ISI's, Shopify, Guggenheim, —, Jesse Pound, Michelle Fox, Lisa Kailai Han Organizations: Nvidia, LSEG, Revenue, Mizuho, JPMorgan, Ultragenyx Pharmaceutical, Goldman, eBay, Citi, UBS, BMO Capital, BMO, Viridian Therapeutics, ISI, Energy Locations: Americas

☆ CEO explains why E.l.f Beauty launched an app for Apple's Vision Pro
▼ + stars: | 2024-04-09 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

E.l.f Beauty CEO Tarang Amin told CNBC's Jim Cramer on Tuesday why his company launched an app on Apple 's new virtual reality headset, the Vision Pro, saying it's important to try new things. "So, the Apple Vision Pro is a continuation of — we're going to constantly test and learn on new frontiers and delight our community." According to Amin, a lot of E.l.f Beauty's success is because it is not "not dependent on any one platform, or any one way of going to market." But Wall Street worried about the state of the industry last week after Ulta Beauty's CEO Dave Kimball warned that demand for beauty products was slowing at a Wednesday conference hosted by JPMorgan . "We see the same thing at Ulta as we see with other customers: E.l.f is their most productive brand."

Persons: Tarang Amin, CNBC's Jim Cramer, Amin, Piper Sandler, E.l.f, Ulta, Dave Kimball, he's Organizations: Apple, Vision, Target, Walmart, JPMorgan

☆ Stocks making the biggest moves midday: Warner Bros. Discovery, Rivian, Block, Live Nation and more
▼ + stars: | 2024-02-23 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

Discovery — Shares dropped 10% after the media conglomerate posted disappointing fourth-quarter results and failed to give 2024 free cash flow guidance. Discovery reported a loss of 16 cents per share on revenue of $10.28 billion. Analysts polled by LSEG, formerly known as Refinitiv, had expected a per-share loss of 7 cents on revenue of $10.35 billion. Carvana — Shares of the used car marketplace jumped 34% after the struggling company posted its first-ever annual profit. Insulet — Shares slipped 4.5% after the company reported a disappointing revenue forecast for the first quarter.

Persons: DraftKings, Rivian, Bloomin, overshadowing, Nio, LSEG, Carvana, William Blair, Raymond James, Nextdoor, Nirav Tolia, Insulet, FactSet, EOG, —, Alex Harring, Samantha Subin, Brian Evans, Lisa Kailai Han, Jesse Pound, Michelle Fox, Sarah Min Organizations: Warner Bros, —, Discovery, LSEG, Barclays, UBS, Holdings, EV, JPMorgan Locations: U.S

☆ Megacap dominance today is more similar to the dot-com bubble than investors realize, warns JPMorgan
▼ + stars: | 2024-01-31 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Today's dominance by the "Magnificent Seven" is starting to look eerily similar to how markets were during the 1990s dot-com bubble, according to JPMorgan. By the end of 2023, the 10 largest U.S. stocks, which includes all of the Magnificent Seven names, accounted for 29.3% of the MSCI USA. The 10 largest stocks are: Apple, Microsoft, both share classes of Google parent Alphabet , Amazon , Nvidia , Meta , Tesla , Broadcom and JPMorgan . .SPX YTD mountain S & P 500 To be sure, the valuations of the top 10 stocks in 2000 were "significantly more extreme" than they are today, Chaudhry said. What's more, the top 10 stocks today are more crowded than they were even in 2000.

Persons: That's, Khuram Chaudhry, Chaudhry, Michael Bloom Organizations: JPMorgan, USA, Microsoft, Nvidia, Meta, Broadcom, Apple Locations: U.S, USA

☆ Stocks making the biggest moves midday: Nvidia, Goldman Sachs, Lockheed Martin and more
▼ + stars: | 2023-10-17 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

The company posted $6.73 in earnings per share on $16.88 billion in revenue. Analysts surveyed by LSEG, formerly known as Refinitiv, had forecast $6.67 in earnings per share on $16.74 billion in revenue. Dollar Tree — The discount retailer jumped 4.8% after getting an upgrade from Goldman Sachs to buy from neutral. Analysts polled by LSEG forecast an adjusted $2.52 in earnings per share and $21.04 billion in revenue. Goldman Sachs earned $5.47 per share on revenue of $11.82 billion, exceeding LSEG estimates.

Persons: Lockheed Martin, chipmakers, Goldman Sachs, Johnson, LSEG, Wyndham, Brian Essex, Hannon Armstrong, Morgan Stanley, Fortrea, Jeff Smith, —, Samantha Subin, Alex Harring, Lisa Kailai Han, Pia Singh, Sarah Min, Tanaya Macheel Organizations: Lockheed, LSEG, Circor, Nvidia, U.S . Department of Commerce, Marvell Technology, Devices, Broadcom, Goldman, Bank of America, Bank of New York Mellon, Wyndham Hotels, Resorts, Wyndham, Choice, JPMorgan, VF Corp, Viasat —, Hannon Armstrong Sustainable Infrastructure Capital, Systems Locations: China

☆ Here are Wednesday's biggest analyst calls: Netflix, Apple, Dick's, Meta, Amazon, Charles Schwab & more
▼ + stars: | 2023-08-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Deutsche Bank reiterates Charles Schwab as buy Deutsche said it sees an even "more" attractive risk/reward for Schwab shares after Tuesday's sell-off. Morgan Stanley reiterates Apple as overweight Morgan Stanley said Apple has "surpassed MSFT as the most under-owned large-cap tech stock exiting the second-quarter." Bank of America reiterates Meta as buy Bank of America said it sees more upside for shares of Meta. Bank of America reiterates Five Below as buy Bank of America said it's standing by shares of the discount retailer. Bank of America downgrades Dick's to neutral from buy Bank of America downgraded the stock after its disappointing earnings report Tuesday.

Persons: Charles Schwab, Schwab, SCHW, Wells Fargo, Wells, Morgan Stanley, Apple, Oppenheimer, Brown, Forman, GM headwinds, Edward Jones, DUK, Avery Dennison, Davidson, Goldman Sachs, Goldman, Susquehanna, Marvell Organizations: Deutsche Bank, Deutsche, Signet, Netflix, GM, Edward, Bank of America, Meta, Barclays, Duke Energy, JPMorgan, UBS, " Bank of America, Infosys, India IT, Marvell Locations: AAPL, 4Q23, Louisiana, Pacific, LPX, India

☆ Hedge funds are amassing short bets on these winning stocks, according to Goldman
▼ + stars: | 2022-11-26 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Hedge funds could be piling up short bets in a number of large-cap stocks that have outperformed this year, according to Goldman Sachs. The Wall Street firm looked at the total dollar value of short interest outstanding as an estimate of hedge fund short portfolio holdings. Goldman noted that its screen is not based on 13-F regulatory filings and it's also different from a list of stocks with the highest percentage of short interest. Exxon Mobil stood out as the stock with the biggest dollar value of short interest outstanding. IBM also had a big short interest in the stock.

☆ Tech's reality check: How the industry lost $7.4 trillion in one year
▼ + stars: | 2022-11-25 | by ( Rohan Goswami | ) www.cnbc.com time to read: +14 min

Not one of the 15 most valuable U.S. tech companies has generated positive returns in 2021. In total, investors have lost roughly $7.4 trillion, based on the 12-month drop in the Nasdaq. In the war for talent and the free flow of capital, tech pay reached new heights. Loading chart...SPACs allowed companies that didn't quite have the profile to satisfy traditional IPO investors to backdoor their way onto the public market. A slowing IPO market informs how earlier-stage investors behave, said David Golden, managing partner at Revolution Ventures in San Francisco.

☆ First Boston deserves a selective revival
▼ + stars: | 2022-09-20 | by ( John Foley | ) www.reuters.com time to read: +4 min

The logo of Swiss bank Credit Suisse is seen at an office building in Zurich, Switzerland September 2, 2022. By 2006, Credit Suisse First Boston was once again just Credit Suisse. Register now for FREE unlimited access to Reuters.com RegisterFor today’s Credit Suisse, anything that conveys renewed ambition is worth a try. First Boston was a U.S. investment bank in which Credit Suisse first bought a stake in 1978. The Swiss bank took full control in 1990 after First Boston incurred large losses on loans it had made to clients.

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