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☆ Goldman warns these defense stocks could take a hit from Trump spending cuts
▼ + stars: | 2024-11-19 | by ( Pia Singh | In | ) www.cnbc.com time to read: +3 min

Shares of some aerospace and defense companies could fall under added pressure from President-elect Donald Trump's reduced government spending plans. Goldman is forecasting that the U.S. defense budget will soon flatten out and then decline, partly given that it's at an all-time high and that current geopolitical conflicts could potentially be met with a resolution. "Defense spending cycles up and down over time, and can be vulnerable to efforts to reduce total government spending." Poponak noted that although Trump has expressed broad support for the U.S. military and Department of Defense, any cost-cutting effort could still be a blow for the national defense budget. "Lower defense spending would flow to government IT to some degree.

Persons: Donald Trump's, Goldman, Government Effiency, wouldn't, Noah Poponak, Poponak, Trump, Lockheed Martin, Northrop, Huntington Ingalls, Booz Allen Hamilton Organizations: Government, Department of Defense, DoD, U.S ., Lockheed, Northrop Grumman, L3Harris Technologies, Huntington Ingalls Industries, Northrop, Leidos Holdings, U.S . Aerospace & Defense, Invesco Aerospace & Defense Locations: U.S

☆ Here are Thursday's biggest analyst calls: Meta, Coinbase, Microsoft, Robinhood, Wingstop, Target & more
▼ + stars: | 2024-10-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are the biggest calls on Wall Street on Thursday: Goldman Sachs reiterates Microsoft as buy Goldman says the stock remains extremely attractive following earnings on Wednesday. Bank of America reiterates as Meta as buy Meta remains a "top AI pick" following earnings on Wednesday. Deutsche Bank downgrades Kraft Heinz to hold from buy Deutsche says it sees "reduced growth" following earnings. BTIG upgrades Wingstop to buy from neutral BTIG said investors should buy the dip following earnings on Wednesday. "We are upgrading shares of Wingstop to Buy from Neutral with a $370 price target following the post-earnings selloff in shares yesterday."

Persons: Goldman Sachs, Goldman, Al, Oppenheimer, Wolfe, Bernstein, it's, JPMorgan downgrades Brinker, Morgan Stanley downgrades Biogen, Morgan Stanley, Deutsche Bank downgrades Kraft Heinz, KBW, Wells, Wells Fargo, L3Harris Organizations: Microsoft, Bank of America, Meta, JPMorgan, Chili's, Corp, Deutsche Bank, Deutsche, Walmart, Technologies, of America Locations: Robinhood, 4Q24, OW

☆ Stocks making the biggest moves midday: Tapestry, Capri, L3Harris Technologies and more
▼ + stars: | 2024-10-25 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +3 min

The sharp moves come after a judge ruled in favor of the Federal Trade Commission's case to block Tapestry's acquisition of Capri . L3Harris Technologies — Shares rose 3.5% after the defense company reported a top- and bottom-line beat in the third quarter. Western Digital posted adjusted earnings of $1.78 per share, versus consensus forecasts for $1.72 per share, according to LSEG. Adjusted earnings before interest, taxes, depreciation, and amortization of $3.27 billion was just slightly short of consensus calls for $3.28 billion. In the fiscal second quarter, Booz Allen Hamilton reported adjusted earnings of $1.81 per share on $3.15 billion in revenue.

Persons: L3Harris, FactSet, ResMed, Booz Allen Hamilton, —, Alex Harring, Lisa Kailai Han, Sean Conlon Organizations: Tapestry, Federal Trade, Capri, FactSet, Colgate, Palmolive, Western Digital, Digital Realty Trust, Management, HCA, HCA Healthcare, Booz

☆ Stocks making the biggest moves premarket: Deckers Outdoor, Capital One, Capri, Skechers and more
▼ + stars: | 2024-10-25 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Deckers posted earnings of $1.59 per share, topping the $1.24 a share expected from analysts polled by LSEG. Digital Realty also raised the top-end of its full-year revenue forecast to $5.6 billion, while analysts polled by FactSet expected $5.57 billion. The provision for credit losses came in at $2.48 billion, versus the $2.83 billion estimate from analysts polled by StreetAccount. Western Digital earned $1.78 per share, excluding items, while analysts polled by LSEG called for a profit of $1.72 per share. The company raised its full-year revenue outlook to $159 billion to $161 billion.

Persons: Hoka, FactSet, LSEG, ResMed, Wall, Skechers, Olin —, —, CNBC's Hakyung Kim, Sarah Min, Michelle Fox Organizations: LSEG, Revenue, Digital Realty Trust, Digital Realty, Capital, StreetAccount, Wall, FactSet, Western Digital, Joby Aviation, Olin, Olin — Stock, Colgate, Palmolive Locations: Capri

☆ Stocks making the biggest moves after hours: Dexcom, Capri, Skechers, Capital One and more
▼ + stars: | 2024-10-24 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Dexcom — Shares slid nearly 7%, despite the manufacturer of diabetes management devices posting a third-quarter adjusted earnings and revenue beat. L3Harris reported adjusted earnings of $3.34 per share on revenue of $5.29 billion, while analysts polled by LSEG had expected $3.26 per share on $5.28 billion in revenue. Boyd reported adjusted earnings of $1.52 a share, beating the consensus estimate of analysts polled by FactSet by 12 cents. In the third quarter, Capital One reported adjusted earnings of $4.51 per share on revenue of $10.01 billion. The company's provision for credit losses came in at $2.48 billion, versus the $2.83 billion estimate from analysts polled by StreetAccount.

Persons: Dexcom, LSEG, Kate Spade, Gucci, Michael Kors, Jimmy Choo, FactSet, Morgan Stanley, Skechers, Boyd, Darla Mercado, Lisa Kailai Han, Christina Cheddar Berk Organizations: Technologies, Tapestry, LSEG, Kinsale Capital, Kinsale, Joby Aviation, Allen, Co, FactSet, Boyd, Revenue, StreetAccount Locations: Kinsale

☆ D.E. Shaw, Mantle Ridge zero in on key fixes to build shareholder value at Air Products
▼ + stars: | 2024-10-19 | by ( Kenneth Squire | ) www.cnbc.com time to read: +12 min

Air Products provides industrial gases and related equipment in end-markets such as refining, chemicals, metals, electronics, manufacturing and food. These long-term contracts functionally guarantee an unlevered double-digit return before Air Products even needs to put a dollar into the ground. Investors appreciate companies like Air Products for their low-risk and highly stable cash-flowing operations. On Oct. 4, Mantle Ridge announced a more than $1 billion position in Air Products, and echoed a similar sentiment and identified similar issues as D.E. We strongly expect that many of Air Products' other shareholders are concerned about the same issue.

Persons: It's, Shaw, unadulterated, Praxair, Seifi, Linde, D.E, Seifi Ghasemi, Ghasemi, Samir Serhan, Mantle, Paul Hilal, Scott Sutton, Olin, Russell, Ken Squire Organizations: Air Products, Chemicals, Air Liquide, Linde, Products, Air, D.E, Technologies, Fidelity National Information Services, FedEx, Verisk, Healthcare Trust, 13D Locations: Saudi Arabia, Louisiana, Texas, D.E, Air

☆ Here are Thursday's biggest analyst calls: Nvidia, Microsoft, Netflix, CVS, Honeywell, Nike, AIG, Sunnova & more
▼ + stars: | 2024-10-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +14 min

Barclays upgrades CVS to overweight from equal weight Barclays said the stock is a "new margin story." JPMorgan downgrades Honeywell to neutral from overweight JPMorgan said it's downgrading the stock after 15 years with an overweight rating. UBS upgrades Tronox to buy from neutral UBS said it's bullish on the chemical manufacturer. "We upgrade shares of EVGO from Neutral to Buy, following the $1.05bn DOE loan conditional commitment announced last week. "Our bullish view of AIG reflects its outsized EPS growth, lower exposure to risks facing commercial lines carriers (casualty reserves and higher cat loads), high capital flexibility, and attractive valuation."

Persons: Morgan Stanley, Goldman Sachs, Goldman, it's bullish, Jefferies, TD Cowen downgrades, Cowen, Bernstein, Brinker, Kevin Hochman, Truist, it's, BIRK, Cantor Fitzgerald, Mara, Cantor, MARA, Wolfe, Google's, Satya Nadella, Lucas Jackson Organizations: Nvidia, Netflix, Barclays, JPMorgan, Honeywell, Microsoft, UBS, TD Cowen downgrades Pepsi, U.S, Department of Energy, DOE, RBC, PayPal, Cirrus, Bank of America, underperform Bank of America, Nike, Mara Holdings, AIG, DOJ, Google, Reuters Locations: EVGO, EAT's, LHX, New York City

☆ Trump versus Harris: What the November election means for defense stocks
▼ + stars: | 2024-10-09 | by ( Brian Evans | ) www.cnbc.com time to read: +9 min

No matter who voters choose, whether it is former President Donald Trump or Vice President Kamala Harris , Liwag doesn't expect a meaningful shake-up in the outlook for defense stocks. Still, the analyst notes that even cases where an administration cuts defense spending, stocks can still carve out gains. During the Obama administration, the defense budget fell 3.3%, but defense stocks gained 2.1%. The defense stocks Morgan Stanley covers have outperformed the S & P 500 since Russia's invasion of Ukraine, Liwag said. "Historically, the conventional wisdom has been that Republicans are positive for defense spending and defense stocks, while Democrats are negative," Harned said.

Persons: Bernstein, Douglas Harned, Lockheed Martin, Morgan Stanley, Kristine Liwag, Donald Trump, Kamala Harris, Liwag, Bernstein's Harned, Harned, Harris, Wolfe Research's, Tobin Marcus, Marcus, Ronald Epstein, Epstein, Trump, Northrop, Obama, Northrop Grumman, Morgan Stanley's, Michael Ciarmoli, Truist, Leonardo Organizations: P Aerospace, Defense, Industry, L3Harris Technologies, Lockheed, CNBC, " Bank of America, Democratic, Senate, Republican, U.S . House, Trump White House, Republican Senate, Trump, Abrams, Space Force, Northrop Grumman, General Dynamics, Hamas, Dynamics, Northrop, Gulfstream, Leonardo DRS, Moog, Republicans Locations: Ukraine, U.S, Russia, Crimea, Iran, Israel

☆ Stocks making the biggest moves midday: Lockheed Martin, Paychex, CVS and more
▼ + stars: | 2024-10-01 | by ( Sean Conlon | ) www.cnbc.com time to read: +3 min

Energy stocks – U.S. crude oil futures rose 4% on worries that Iran is preparing to attack Israel , sending shares of energy companies higher. Defense stocks – Defense stocks rose on Tuesday after the White House warned that Iran was preparing an "imminent" ballistic missile attack on Israel. Shares of Lockheed Martin and Northrop Grumman were last trading higher by 3.7% and 4.1%, respectively. Paychex – The stock rose more than 4%, hitting a new 52-week high, after the company reported better-than-expected fiscal first-quarter results. Clorox – Shares of the household supplies company climbed nearly 2% after an upgrade to buy from hold at Jefferies.

Persons: Morgan Stanley, Israel, Halliburton, McDonald's, Lockheed Martin, Northrop Grumman, Paychex, Walt Disney, Raymond James, Clorox, —, Sarah Min, Hakyung Kim, Samantha Subin, Lisa Kailai Han, Pia Singh, Michelle Fox, Darla Mercado Organizations: New Fortress Energy, New Fortress, Deutsche Bank, New, –, APA Corp, Occidental Petroleum, Energy, Arcos, Defense, House, Lockheed, L3Harris Technologies, HP Inc, Citi, Walt Disney —, CVS Health, CNBC, Reuters, Jefferies Locations: Iran, Hess, Israel

☆ Barclays playbook for the election: Stocks that win under Trump or Harris
▼ + stars: | 2024-09-22 | by ( Pia Singh | In | ) www.cnbc.com time to read: +5 min

Stocks ranging from L3Harris to Burlington could benefit from either a Trump or Harris victory this fall, according to Barclays. The analyst highlighted several overweight-rated stocks the firm expects are best-positioned to benefit from either a Trump or Harris election victory. Defense contractor L3Harris Technologies is another Trump election play. The stock, which is up about 9.1% this year, could gain another 15.4%, according to Barclay's price target. Barclays' price target of $327 implies 20.6% potential upside.

Persons: Harris, Terence Malone, Malone, Donald Trump, Kamala Harris, Trump, Gary Gensler, Bitcoin, Bernstein, Centene, bode, homebuilder D.R, Horton Organizations: Trump, Barclays, Bitcoin, Securities, Exchange, Liberty, Wednesday, Defense, L3Harris Technologies, UnitedHealth, Biden, Democratic Party, Affordable, Burlington Locations: L3Harris, Burlington, Nashville, MicroStrategy, U.S, It's

☆ L3Harris CEO on subcontracting with Palantir, global geopolitical risks and defense sector outlook
▼ + stars: | 2024-09-05 | 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 EmailL3Harris CEO on subcontracting with Palantir, global geopolitical risks and defense sector outlookChris Kubasik, L3Harris Technologies CEO, joins 'Closing Bell: Overtime' to discuss subcontracting with Palantir, global geopolitical risks and defense sector outlook.

Persons: Chris Kubasik Organizations: L3Harris

☆ Where to hide out? Try these low-volatility, dividend payers with growth
▼ + stars: | 2024-08-02 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

McDonald's stock made the list. Despite weaker-than-expected second-quarter results , Morgan Stanley Wealth Management added McDonald's stock to its dividend equity portfolio in a Friday note, citing its attractive valuation as the company pushes to revamp its menu pricing. MCD YTD mountain McDonald's stock. EQIX YTD mountain Equinix stock. "With sentiment / expectations relatively low, we like the set-up, as we suspect EQIX can maintain constant-currency revenue guide and accelerate revenue growth in 2H'24," the analyst added.

Persons: Stocks, Morgan, Daniel Skelly, Skelly, Equinix, Wells, Eric Luebchow Organizations: Dow Jones, Nasdaq, Federal, CNBC Pro, CNBC, Stock, Morgan Stanley Wealth Management, CVS Health, 2H, L3Harris Technologies, Omnicom

☆ Why Jim Cramer expects 3M to remain a 'big winner' — plus, his thoughts on 4 more stocks
▼ + stars: | 2024-07-29 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. 3M: Shares were slightly lower Monday, giving back some of their 23% surge Friday on the back of a better-than-expected quarter and raised outlook. New CEO Bill Brown, who took over at the industrial firm May 1, had success at L3Harris Technologies and "will be a big winner here," as well, Jim Cramer said. McDonald's : Shares rose 4% despite the fast-food giant reporting weaker-than-expected earnings and revenue along with same-store sales declines. That's the stuff that's moving up" while buzzier chip stocks tied to artificial intelligence, such as Arm Holdings , are struggling, Cramer explained.

Persons: Jim Cramer's, Bill Brown, Jim Cramer, Cramer Organizations: CNBC, Club, L3Harris Technologies, Bristol Myers Squibb, Semiconductor, Wall, Texas Instruments, Arm Holdings, Colgate, Palmolive

☆ These are JPMorgan’s top stock picks for clients heading into June
▼ + stars: | 2024-06-03 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

JPMorgan highlighted a group of stocks to kick off the new trading month, reflecting its analysts' top picks and some new favorites, including Carvana and L3Harris Technologies . United Airlines is up nearly 28% this year, and JPMorgan thinks the stock could have a roughly 85% rally over the next year. Jefferies recently upgraded the airline to buy from hold , hiking its price target by $11 to $65. Higher international margins and increased free cash flow generation compared to this time last year should also help drive shares higher, the analyst said. With a $544 price target, the beauty stock could climb 37.7%, according to JPMorgan.

Persons: Wells Fargo, Jefferies, Sheila Kahyaoglu Organizations: JPMorgan, L3Harris Technologies, United Airlines, Boeing, U.S Locations: Lowe's

☆ A stock trader who's up nearly 200% this year shares the filter that finds high-conviction plays, and explains how he doubles down during earnings season using the same process
▼ + stars: | 2024-05-18 | by ( Laila Maidan | ) www.businessinsider.com time to read: +7 min

This time, he stuck to the spot market, both day trading and swing trading. AdvertisementHis next filter is stocks trading above $1 to avoid any really volatile penny stocks. All this is done before the stock market opens. He doubles down with this filter by using it during earnings season as well. He determined that $2.48 was a resistance point based on where selling pressure appeared during the previous month's chart.

Persons: James Hatzigiannis, William O'Neill, Hatzigiannis, Mark, Goverdhan Gajjala Organizations: Service, Nike, Business, BI, Photonics Corp, L3Harris Technologies, Rail, Systems Locations: Chicago

☆ Stocks making the biggest moves midday: Microsoft, Alphabet, Exxon Mobil, Snap and more
▼ + stars: | 2024-04-26 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Earnings of $1.89 per share beat the $1.51 in earnings per share anticipated by analysts polled by LSEG. Exxon Mobil — The energy stock fell more than 2% after Exxon Mobil posted first-quarter adjusted earnings that missed analysts' forecasts. Revenue of $83.08 billion topped estimates of $78.35 billion. ResMed — Shares soared 17% after fiscal third-quarter results topped analysts' estimates. Snap — Shares soared 28% after the social media company posted adjusted earnings and revenue that defied analysts' expectations, per LSEG.

Persons: FactSet, LSEG, Skechers, Roku, Rowe Price, —, Samantha Subin, Alex Harring, Lisa Kailai Han, Sarah Min Organizations: Microsoft —, Google, LSEG, Exxon Mobil, Intel, Revenue, Charter Communications, Technologies, Management Locations: LSEG .

☆ Stocks making the biggest moves after hours: Alphabet, Microsoft, Snap, Intel and more
▼ + stars: | 2024-04-25 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Microsoft – The tech giant saw shares climb 4.5% in extended trading after the software maker posted fiscal third-quarter results that surpassed Wall Street's expectations. Snap – Shares soared more than 27% in afterhours trading after the social media firm reported first-quarter results that beat analysts' estimates. Intel reported earnings that beat Wall Street expectations, however. Dexcom reported adjusted earnings of 32 cents per share on revenue of $921 million in revenue. Those results surpassed the earnings of $1.10 per share and $2.2 billion in revenue anticipated by analysts polled by LSEG.

Persons: Dexcom, FactSet, Gilead, Skechers, L3Harris, Macheel, Darla Mercado Organizations: Microsoft, Intel, Gilead Sciences, LSEG Locations: LSEG .

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

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

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

☆ Beware of these stocks at risk of a major earnings 'blowup'
▼ + stars: | 2024-04-17 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

First-quarter earnings season is just getting started, but investors may want to keep a close eye on a group of stocks at risk of a profit "blowup," according to Wolfe Research. The basket includes stocks that show up most often in the firm's short screens and filters companies based on earnings quality with 0 the worst and 100 the best. Tesla scores a 2 on Wolfe Research's earnings quality scale, showing up six times on the firm's short screens. Wolfe Research named Pinterest as another short idea, saying it was on four of the firm's short screens. Both stocks appear on four of the firm's short screens and have earnings quality scores in the 20s.

Persons: Morgan Stanley, Wolfe, Tesla, J.M Smucker Organizations: Wolfe Research, Bank of America, Elon, Rivian Automotive, Walgreens Boots Alliance, Juniper Networks, L3Harris Technologies Locations: China, Irvine , California

☆ Here are investor Jenny Harrington's top income plays — and they all yield around 6% or higher
▼ + stars: | 2024-03-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

When income investor Jenny Harrington looks for top dividend stocks, names like Whirlpool come to mind. The home appliance manufacturer not only has a 6% dividend yield, but it has also gotten very cheap, Harrington said. She buys names that have a "reasonably high dividend yield" for her portfolio, which typically generates a 5% dividend yield or better. "We specifically focus on dividend income rather than dividend growth, because the objective of our portfolio is to generate a strong and sustainable income stream for our clients," Harrington said. WHR 1Y mountain Whirlpool's one-year performance She would also like to see the potential for earnings growth in the names she buys.

Persons: Jenny Harrington, Harrington, Jay Brown, Anthony Melone, Ted Miller, William Brown, cyclically Organizations: Whirlpool, Asset Management, Dow Jones U.S, SEC, Investment Management, Crown Castle, Clearway Energy, Clearway, L3Harris Technologies

☆ Jim Cramer's take on Kohl’s, On Holding, Southwest Airlines, 3M and Paramount Global
▼ + stars: | 2024-03-12 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Kohl's : Shares fell about 2% after the department store chain delivered a fourth-quarter earnings beat, but same-store sales declined more than expected. However, "if you own it, keep it," Jim Cramer suggested, referring to Kohl's stock. On Holding : Shares plunged 14% after the buzzy Swiss shoemaker's quarterly earnings missed estimates alongside a slightly softer-than-expected outlook. Paramount Global : Private equity firm Apollo Global Management has reached out to Paramount Global about a possible takeover or asset purchase, Axios reported Tuesday, citing two sources familiar with the matter. "If you're playing this for upside, you've got to remember we do not believe in mergers if we think the fundamentals are not good, and the fundamentals are not good" at Paramount Global, Cramer said.

Persons: Jim Cramer's, Jim Cramer, Cramer, Tom Kingsbury's, Bill Brown, Mike Roman, Roman, Brown, Axios, you've Organizations: CNBC, Club, Burlington Stores, Swiss, Southwest Airlines, Boeing, L3Harris Technologies, 3M, Paramount Global, Private, Apollo Global Management, CBS

☆ Stocks making the biggest moves midday: Southwest, Oracle, 3M, New York Community Bancorp and more
▼ + stars: | 2024-03-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Oracle — The database software stock surged 11% and headed for its best day since December 2021 after posting fiscal third-quarter earnings that topped Wall Street's expectations. Asana — The stock shed about 11% after the work management platform issued weak full-year revenue guidance. Asana said to expect revenue between $716 million and $722 million, less than the forecast of $725 million estimated by analysts polled by LSEG. American is expecting an adjusted loss of 15 cents to 35 cents per share, versus a 22 cent loss expected from analysts polled by FactSet. On lost 0.05 Swiss franc per share, while analysts polled by StreetAccount expected On to earn 0.10.

Persons: Oracle, William Brown, Asana, Microstrategy, Canaccord, TD Cowen, Dan Loeb's, StreetAccount, Archer, Daniels, Samantha Subin, Lisa Han, Alex Harring, Sarah Min Organizations: Southwest Airlines —, Boeing, Southwest, Oracle, L3Harris Technologies, LSEG, Wall Street, Boeing —, New York Times, Max, Alaska Airlines, Acadia Pharmaceuticals, American Airlines —, FactSet, Management, Advance, Swiss, Revenue, Daniels, Midland, Daniels Midland, . New York Community Bancorp Locations: .

☆ This veteran investor is buying 'old economy' stocks that are embracing AI
▼ + stars: | 2024-03-09 | by ( Pia Singh | ) www.cnbc.com time to read: +5 min

Tengler named several attractively valued stocks she called the "picks and shovels" of AI, including Emerson Electric , L3Harris Technologies , Visa , Walmart and McDonald's . These companies are expected to boast continued strong growth and stock performance, aided by AI, she said. "Generative AI is much more compelling of a story than then the internet was in many ways," in terms of fueling productivity and growth, Tengler said. Walmart, another of Tengler's top "old economy" AI plays, has gained 14.4% so far this year, double the broader market. "They've benefited from embracing not just robotics and digitization, but generative AI in their e-commerce business and in improving margins," Tengler said of Walmart.

Persons: Nancy Tengler, Tengler, Berenberg, Emerson, L3Harris, Seth Seifman, They've, they've Organizations: Investments, Nvidia, Meta, Emerson Electric, L3Harris Technologies, Visa, Walmart, Aerospace, Defense Department, JPMorgan, Broadcom, Amazon, Microsoft Locations: Arizona, Friday's, Melbourne , Florida

☆ As Trump wins New Hampshire, here’s an early look at stocks that could win if Republicans sweep in November
▼ + stars: | 2024-01-24 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Certain stocks are poised to perform better under Republican or Democratic leadership this coming November, according to Strategas. On Wednesday night, former president Donald Trump clinched the victory in the New Hampshire primary over former South Carolina Gov. The win now means it's "highly likely" Trump will secure the Republication presidential nomination, according to Strategas analyst Daniel Clifton. US-China trade tensions are likely to continue regardless, but we see greater escalation under Trump," Clifton said. Other names that could outperform under Democratic leadership include renewable energy company NextEra Energy , automation provider Rockwell Automation and beverage company Constellation Brands .

Persons: there's, Donald Trump, Nikki Haley, Daniel Clifton ., Clifton, Trump, Biden, Kinder Morgan, Tesla, Joe, Morgan Stanley, Erik Woodring, — CNBC's Michael Bloom Organizations: Republican, Democratic, South Carolina Gov, Trump, L3Harris Technologies, JPMorgan, Democrat, Verizon Communications, GOP Congress, California's, Tesla, Biden, Apple, NextEra Energy, Rockwell Automation, Constellation Brands Locations: New Hampshire, L3Harris, Tuesday's, China, Clifton, U.S, LSEG

☆ The 4 most important things we're watching in the stock market this coming week
▼ + stars: | 2024-01-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Fortunately, we'll get useful information in the coming weeks as earnings season ramps up and updated inflation data is released. We really want to see more supply come into the market to provide some relief on shelter costs. Looking to next week, we'll get a several key economic updates and a ramp up of earnings releases. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Morgan Stanley, we'll, Procter & Gamble, we've, We're, we're, We'll, Forex, Brown, BRO, Zions, CrossFirst, Johnson, Lockheed Martin, Horton, ERIC, Baker Hughes, Abbott, ABT, Clark, BOK, Monro, Simmons, United Community Banks, Lam, Ethan Allen Interiors, Raymond James Financial, Sherwin, Williams, Northrop, Murphy, Arthur J, Levi Strauss, LEVI, Booz Allen, Jim Cramer's, Jim Cramer, Jim, John Gress Organizations: Nasdaq, Microsoft, Nvidia, Tesla, Apple, Bank of America, Reserve, Procter, Gross, Citigroup, of Hawaii, United Airlines, Logitech International S.A, AGNC Investment, Agilysys Inc, Great Southern Bancorp, Enterprise Financial Services, Independent Bank, Home Bancorp, RBB Bancorp, TrustCo Bank Corp, Gamble Co, Verizon Communications, 3M Company, General Electric Co, GE, RTX Corporation, Halliburton Company, HAL, Lockheed, Ericsson, Bank, GATX Corporation, MakeMyTrip, National Bancorp, Synchrony, Webster, Atlantic Union Bankshares Corporation, Invesco PLC, Peoples Bancorp Inc, Sandy Spring Bancorp, Netflix, Texas Instruments Incorporated, Steel Dynamics, Canadian National Railway Company, NBT Bancorp, East West Bancorp, Covenant Logistics Group, Inc, Hanmi, National Bank Holdings Corporation, Premier Financial, QCR Holdings, Renasant Corporation, Triumph, Veritex Holdings, ASML, SAP, Textron, Oriental Education, Technology Group, First BanCorp, General Dynamics, OFG Bancorp, Prosperity, TE Connectivity, United Community, Blue Foundry Bancorp, Capitol Federal, HBT, Teledyne Technologies, Business Machines, IBM, Las Vegas Sands Corp, Lam Research, United Rentals, Berkley Corp, Crown, International, Packaging Corporation of America, Seagate Technology plc, CACI, Swift Transportation Holdings, Ameriprise Financial, Concentrix Corporation, First Bank, Liberty Energy, Pathward Financial, Columbia Banking, CSX, American Airlines Group, NextEra Energy Inc, Alaska Air Group, Dow Chemical Co, Valero Energy, Southwest Airlines Co, Nextera Energy, Williams Co, Union Pacific, Applied Industrial Technologies, Mobileye, Northrop Grumman, Comcast, Nokia, TAL Education, McCormick & Company, Intel, Visa Inc, Gallagher, Co, KLA Corporation, Western Alliance, Mobile, L3Harris Technologies, Western, Olin Corporation, American Express Co, Booz, Booz Allen Hamilton Holding, Colgate, Palmolive Co, Norfolk Southern Corporation, Jim Cramer's Charitable, CNBC, Gamble's Locations: Procter &, U.S, China, ZION, Freeport, Kimberly, Las, W.R, Chicago

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