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☆ The portfolio's biggest stock winners — and laggards — for the week
▼ + stars: | 2024-11-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Markets: The stock market is wrapping up a good week, with the S & P 500 on Friday pacing for its fifth straight session of gains. Next week: It's a holiday-shortened week with markets closed Thursday for Thanksgiving and closed early (1 p.m. 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, industrials, Coterra, We're, Blackwell, CrowdStrike, Robert F Kennedy, we'll, JM Smucker, Jim Cramer's, Jim Organizations: CNBC, ., Walmart, Costco, Utilities, Nvidia, Coterra Energy, Technology, Enterprise, Department of Health, Human Services, Department of Justice, Google, Chrome, Burlington Stores, Dick's Sporting Goods, JM, Abercrombie, Fitch, Dell Technologies, HP Inc, Federal, Jim Cramer's Charitable, Traders, New York Stock Exchange, NYSE Locations: New York City

☆ Stanley Black & Decker updates targets, plus Nvidia and Palo Alto earnings on deck
▼ + stars: | 2024-11-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 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. 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, Stanley Black, Decker, Don Allen, Jim Cramer's, Jim, David Paul Morris Organizations: CNBC, ., Bloomberg, Nvidia, Palo Alto, Deere, BJ's Wholesale, Baidu, GE Healthcare, Jim Cramer's Charitable, Getty Locations: radiopharmaceuticals, Colma , California

☆ Buy these 14 stocks set to benefit most from the surge in year-end holiday spending: Morgan Stanley
▼ + stars: | 2024-11-14 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Here are 14 companies that will benefit from the upswing, according to Morgan Stanley. Advertisement"This holiday season is likely to see stronger spending than last," Morgan Stanley strategists led by Michelle Weaver wrote in a November 13 note, citing sentiment from her firm's economists. Morgan StanleyHowever, that's not to say that all companies will equally enjoy that surge in holiday spending. AdvertisementIn the note, Weaver and her team outlined 16 companies with significant exposure to holiday spending, though only 14 of those stocks have bullish ratings from Morgan Stanley analysts. Each is accompanied by its ticker, market capitalization, price-to-earnings (P/E) ratio, industry, and commentary about that industry from Morgan Stanley.

Persons: Morgan Stanley, Michelle Weaver, Morgan Stanley Holiday, Rich, Weaver, they'd, Morgan, haven't, that's Organizations: National Retail Federation, Black

☆ Wall Street sees a buying opportunity in these crypto mining stocks as bitcoin marches to new records
▼ + stars: | 2024-11-12 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +3 min

Some bitcoin miners are giving investors an opportunity to get in on the cryptocurrency's big postelection rally. Pure play bitcoin miners have been lagging this year for a host of reasons. CLSK RIOT,MARA 5D mountain Bitcoin mining laggards have been outperforming in the the recent crypto rally Now, with bitcoin consistently reaching new records since Election Day — a trend that's expected to continue through next year — the mining laggards could be catching up, analysts say. Bitcoin mining stocks are among the best investment vehicles for investors to express their bullish outlook on bitcoin, he added, and have outperformed bitcoin itself in bull markets prior to 2024 by about 2.5x. We know, investors like miners for energy [and] AI optionality, but it's time to buy bitcoin miners for the Bitcoin trade."

Persons: MARA, Mike Colonnese, Wainwright, TeraWulf, Bernstein, Gautam Chhugani, Riot, CleanSpark, Iren, Trump, Biden, — CNBC's Michael Bloom Organizations: bitcoin, BTC, H.C, CNBC, Mara Holdings, Energy Locations: Marathon, U.S

☆ Beware McDonald's, but these other restaurant stocks look attractive, says Katie Stockton
▼ + stars: | 2024-10-28 | by ( Katie Stockton | ) www.cnbc.com time to read: +8 min

—Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this information must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein. This material is not to be reproduced or redistributed absent the written consent of Fairlead Strategies.

Persons: Jack, JACK, Katie Stockton Organizations: McDonald's Corp, Brands Inc, CNBC, NBC UNIVERSAL, Fairlead, CNBC Pro, Securities

☆ Why a stock picking approach to small caps may boost performance right now
▼ + stars: | 2024-10-19 | by ( Krysta Escobar | ) www.cnbc.com time to read: +1 min

Stock picking may be the key to getting exposure to small caps. Rob Harvey, who's behind the Dimensional U.S. Small Cap ETF , uses an actively managed approach to buying the group. He's trying to avoid small caps that are underperforming and dragging down the index. "You remove those from your small cap universe, [and] you can do a lot for boosting returns." As of Friday's close, the Dimension U.S. Small Cap ETF is underperforming the Russell 2000 by more than one percent this year.

Persons: Rob Harvey, who's, Ben Slavin, BNY Mellon Organizations: U.S, Abercrombie, Fitch, Fabrinet, Dimensional Fund, BNY

☆ Earnings will drive the stock market in the week ahead. That's a good thing
▼ + stars: | 2024-10-13 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

In Friday's look at wholesale inflation, the producer price index was unchanged month over month . We'll hear from Club holdings Morgan Stanley and Abbott Laboratories on Wednesday morning. Morgan Stanley: The ongoing recovery in investment banking will be front and center. That was a key theme in the second quarter , and the hope is that the July-to-September period showed a continuation of the trend for Morgan Stanley. Morgan Stanley has been strong lately, though.

Persons: Jim Cramer, Jim, Gamble, — Wells, industrials, Goldman Sachs, ASML, Morgan Stanley, Morgan Stanley's, Louis, Abbott, Charles Schwab, Johnson, JB Hunt, Kinder Morgan, Huntington, Jim Cramer's, Charly Triballeau Organizations: Club, Dow Jones, Nasdaq, Procter, Federal, JPMorgan, —, Tech, . Utilities, UnitedHealth, Taiwan Semiconductor Manufacturing, Abbott Laboratories, Abbott Labs, NEC, Abbott, Food and Drug Administration, Walgreens Boots Alliance, Citigroup, Bank of America, United Airlines, Interactive, US Bancorp, Citizens, Alcoa, PPG Industries, CSX, Truist, Netflix, Crown Holdings, American Express, Gamble, CNBC, New York Stock Exchange, Financial, Afp, Getty Locations: Wells, U.S, Wells Fargo, St, Taiwan, New York City

☆ There’s too much negativity about the stock market. Focus on these 3 positives instead
▼ + stars: | 2024-10-06 | by ( Jim Cramer | ) www.cnbc.com time to read: +10 min

After all of these years, after all of the rather incredible rallies and gains in the stock market from so many groups, the typical morning still starts with a bevy of negativity. We hear about OpenAI and its brilliant $167 billion valuation , but we don't see any stock available to public-market investors. I have been furious at myself for thinking the Chinese government couldn't do anything about the country's struggling stock market. The Chinese stock market has been rallying nicely since the stimulus announcements. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: —, Elon Musk, he's, isn't, Carl Quintanilla, David Tepper, holler, That's, that's, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Federal Reserve, Walmart, Fed, SpaceX, Nike, Walgreens, CVS Health, Club, GE Healthcare, Wynn Resorts, Chinese Communist Party, Apple, PDD Holdings, JD.com, Baidu, Diamondback Energy, Exxon Mobil, CNBC, New York Stock Exchange, Getty Locations: U.S, China, —, New York City

☆ This is the key group of stocks to watch if the port strike drags on this month
▼ + stars: | 2024-10-01 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

A look back in history shows how a key group of transportation stocks performed the last time there was a major port strike, according to Wolfe Research. Against that backdrop, Scott Group, a senior analyst covering freight transportation at Wolfe, looked at transportation stocks in 2002, the last time there was a major port strike in the U.S. That strike, which lasted just 11 days and affected only West Coast ports, hurt transportation stocks throughout the protest, he said. But those same stocks staged a major comeback in the month after the strike ended. Here are how some key stocks performed during and after the last major strike. Robinson Worldwide was among the biggest laggards during the last port strike.

Persons: Wolfe, Joe Biden, Taft, Hartley, C.H, Robinson, It's Organizations: Wolfe Research, International Longshoremen's Association, Eastern Seaboard, Scott Group, ISI, Hunt Transport Services, FedEx, Norfolk Locations: North America, of Mexico, Eastern, Wolfe, U.S, West Coast, Norfolk Southern

☆ How to invest in the fourth quarter, according to the pros
▼ + stars: | 2024-10-01 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +6 min

As investors ponder how — and where — to invest in this uncertain climate, CNBC Pro asked market experts how they are positioning before the year-end. 'Capitalize on the shifting market dynamics' The fourth quarter is starting hot on the heels of central banks' rate easing cycle. "There is an interesting valuation point about U.K. equities, and given recent positive economic surprises that present potential upsides, we feel this is an attractive market." "International investors owning U.K. equities and not hedging the currency, either win on the currency strength gains or win on the equity market." Other markets Beyond the U.K., Hechler-Fayd'herbe sees potential in emerging markets such as Taiwan and South Korea.

Persons: Kevin Teng, Teng, —, Europe —, he's, Morgan Stanley, Lombard, Nannette Organizations: Equity, CSI, Treasury, Wrise Private Singapore, CNBC Pro, U.S . Federal Reserve, People's Bank of China, Nvidia, Nasdaq, EMEA, CNBC, Bank of England, International Locations: Asia, East, Europe, Hong Kong, China, U.S, Swiss, Taiwan, South Korea

☆ CNBC's Inside India newsletter: Can India grow as fast as China did?
▼ + stars: | 2024-09-26 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Yet, India's central bank appeared to dismiss the negativity earlier this month and reiterated its bullish view of India's growth rate, still expecting the economy to grow by 7.2%. However, when prompted on whether India's growth rate could compete with what China has already achieved for over two decades, the governor was less buoyant. But if you are looking at 10-plus growth, before I venture into that, I have to really do my homework much more," Governor Das said. This week, China's central bank, President Xi Jinping and other top leaders announced plans to boost the country's economy and attract investment. If India intends to grow as fast as China did, it may have to get a move on.

Persons: Goldman Sachs, CNBC's Tanvir Gill, Shaktikanta Das, Das, Narendra Modi, he's, –, Xi Jinping, David Tepper, he'd, Kaanhari Singh Organizations: Bank of America, Deutsche Bank, Reserve Bank of India, CNBC, Bank, Appaloosa Management, Barclays Locations: Wall, India, China

☆ Save on taxes and bolster your portfolio before year-end with these moves
▼ + stars: | 2024-09-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

It's September – and that means it's prime time to think about maximizing after-tax returns as the year winds down. Of course, there may be a price to pay for that performance: Uncle Sam will want his share of taxes. Here are a few steps that could help you hold onto more of your portfolio's returns this year. Munis spin out income that's free of federal taxes, and they may be exempt from state levies if the investor resides in the issuing state. By directly giving low basis highly appreciated stock (instead of selling the position and donating cash proceeds), you avoid incurring the capital gains tax.

Persons: it's, Sam, Nathan Hoyt, Joel Dickson, Vanguard's, Dickson, James Shagawat, Roth, Shagawat, Malcolm Ethridge, –, Ethridge Organizations: Nvidia, Regent Peak Wealth, Investors, Roth IRA, Treasurys, Wealth Locations: Atlanta, AdvicePeriod, Paramus , New Jersey, New York , New Jersey, California, Rockville , Maryland

☆ Big Tech drawing dip buyers again, but some investors say diversification is prudent move
▼ + stars: | 2024-09-10 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

The tech slide has many investors anxious to buy the dip, but now is the time for caution, some say. Communication services and information technology stocks are the two worst-performing S & P 500 sectors this quarter, after having fallen into a correction from their peaks in July. Communication services is more than 11% off its 52-week high, while information technology is more than 12% off its recent high. For much of this year, any dips in the high-flying tech stocks have proven to be a buying opportunity for investors, as the promise of artificial intelligence has traders unable to stay away from these names for long. Investors were buying the dip again midday through the trading session Tuesday.

Persons: Ken Mahoney, We've, Rob Williams, Williams, Savita Subramanian, Jason Draho, CNBC's, Tesla Organizations: Federal Reserve, Asset Management, Sage Advisory, Bank of America, UBS Global Wealth Management, Apple, Microsoft, Nvidia

☆ 45 unfairly punished stocks primed for a revival: Goldman Sachs
▼ + stars: | 2024-08-13 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

During the sell-off, strategists at Goldman Sachs recommended buying the dip in US stocks, albeit carefully, as they reiterated their year-end S&P 500 price target of 5,600. Economically sensitive stocks have lagged defensives by at least 5 percentage points in a single week 12 times since 2000, according to Goldman Sachs. "Despite the weak jobs report, our economists believe continued economic expansion is far more likely than recession," Kostin wrote. Goldman Sachs found that those micro factors explained 86% of stock returns in the first half of 2024, versus the long-term average of 57%. Fewer worries about the near-term economic outlook mean stocks will no longer trade in lockstep — a win for active investors.

Persons: —, Goldman Sachs, David Kostin, Kostin, abate, lockstep — Organizations: Service, Goldman, Business, Institute of Supply, Walmart Locations: Japan, lockstep, Monday's

☆ Why Wells Fargo is the most attractive bank stock as the sell-off continues
▼ + stars: | 2024-08-05 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 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, Warren Buffett's Berkshire Hathaway, Buffett, Jim, We're, Wells, Jim Cramer's Organizations: CNBC, Dow Jones Industrial, Big Tech, Apple Locations: Wells Fargo, Wells

☆ Investors' hope for a smooth market rotation to new bull leaders ruined Thursday
▼ + stars: | 2024-08-01 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

The new market theory was that investors would sell some of their high-flying technology winners and buy small cap laggards primed for a comeback when the Federal Reserve begins cutting rates. But on Thursday, the tech-heavy Nasdaq Composite lost more than 2% , and the Russell 2000 small-cap benchmark lost even more. "If you look in small caps, they don't have their earnings follow through. The senior global market strategist said he's unfavorable on small caps as the stocks lack strong fundamentals and many fail to generate a profit. The Russell 2000 Index of small-cap stocks gained 10.10% in July, posted its best monthly performance since December 2023, when it gained 12.05%.

Persons: Russell, Phillip Colmar, Sameer Samana, it's Organizations: Federal Reserve, Nasdaq, Partners, Wells Locations: Colmar, Wells Fargo, Samana

☆ Morgan Stanley names Nvidia a top pick, says sell-off is overdone and it’s a great time to buy
▼ + stars: | 2024-07-31 | by ( John Melloy | ) www.cnbc.com time to read: +1 min

Morgan Stanley said the July sell-off in Nvidia has gone too far and it's time for investors to buy the dip. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation. NVDA YTD mountain Nvdia, YTD Nvidia shares rebounded Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday's close. Despite the sell-off, most of Wall Street remains firmly behind Nvidia with the average price target calling for a 30% rebound ahead.

Persons: Morgan Stanley, Joseph Moore, Moore, Blackwell Organizations: Nvidia, AMD Locations: Tuesday's

☆ Stock market today: Nasdaq suffers worst day since 2022 as weak earnings spark steep sell-off
▼ + stars: | 2024-07-24 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

US stocks dropped Wednesday, with the Nasdaq seeing its steepest single-day loss since 2022. AdvertisementUS stocks dropped on Wednesday, led by a steep sell-off in the tech sector after the first batch of mega-cap earnings disappointed investors. Tesla shares dropped 12% after the carmaker missed earnings estimates and logged a big drop in auto revenue. AdvertisementOther mega-cap tech stocks also tumbled in Wednesday's session as investor sentiment soured. Investors are waiting on more mega-cap tech earnings, with Meta, Apple, and Amazon set to report their financials next week.

Persons: — Organizations: Nasdaq, Service, Dow Jones Industrial, YouTube, Nvidia, Meta, Tech, Apple, Here's Locations: Tech

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

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

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

☆ Earnings plus key reports on economic growth and inflation put the consumer in focus next week
▼ + stars: | 2024-07-19 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

The consumer will be in focus next week as investors head into the thick of earnings season and await some major macroeconomic reports. So far, just 14% of S & P 500 companies have reported earnings results. As one strategist noted, Wall Street is about to get insight into the economy from more than half the broad market index. The thick of earnings Earnings season is off to a strong start. Credit card company Visa will be reporting next week after American Express' results this week suggested inflationary pressures have reached the higher-end consumer.

Persons: Russell, We're, Terry Sandven, Sherwin, Williams, Charles Ashley, Read, Ashley, We've, It's, Lockheed Martin, Kimberly, Clark, General, Philip Morris, Lamb Weston, Northrop, Rowe Price Organizations: Federal, Nvidia, U.S, Bank Asset Management, Nasdaq, Dow Jones, Whirlpool, Catalyst Funds, Visa, American Express, Google, Commerce, FactSet, Fed, Chicago, Verizon, Richmond Fed, Enphase Energy, Capital, Texas, Williams, Comcast, General Motors, United Parcel Service, Philip Morris International, GE Aerospace, PMI, O'Reilly, Grill, Business Machines, Vegas Sands, Ford Motor, Technology, NextEra Energy, GE, . Kansas City Fed Manufacturing, American Airlines, CBRE, Valero Energy, Hasbro, Tractor Supply, Northrop Grumman, Southwest Airlines, Honeywell International, Norfolk Southern, Rowe Price Group, Myers Squibb, Colgate, Palmolive Locations: —, Freeport, McMoRan, Vegas, . Kansas, Michigan, Bristol

☆ Analysts downgrade Palo Alto to a hold rating — here's what they got wrong
▼ + stars: | 2024-07-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Persons: Jim Cramer, —, We're, management's, Jim Cramer's, Jim Organizations: CNBC, Palo, Nasdaq, Dow Jones, Devices, Palo Alto Networks, Abbott Laboratories, AMD Locations: Palo

☆ Sam Stovall sees double-digit correction – says rally gone too far and big caps expensive
▼ + stars: | 2024-07-17 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

The rotation trade likely won't save the S & P 500 from a double-digit correction ahead, according to Sam Stovall, chief investment strategist at CFRA Research. On the other hand, the mega-cap tech stocks have faltered. But Stovall is skeptical, saying he anticipates an S & P 500 pullback ahead, possibly in September, in the low double-digits. Expensive valuations Central to the strategist's concern is the overbought nature of large-cap tech stocks. Rotate into very attractive mid- and small-cap stocks or mid- and small-cap ETFs," Stovall said.

Persons: Sam Stovall, Stocks, Jerome Powell, Russell, Stovall Organizations: CFRA Research, Federal, Nvidia, CNBC Locations: Great

☆ Investors bet a Fed rate cut to spur rotation from crowded stocks to neglected as bull market continues
▼ + stars: | 2024-07-13 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

Last Thursday, 87% of S & P 500 stocks outperformed the index itself, which Goldman Sachs called "the most in the history of our data set." Its total gain of 57%, measured by the S & P 500, is almost exactly half the post-1929 average too. For good measure, this year the S & P 500 has posted the best-ever start to a presidential election year. Arguably something close to it is already priced in to a considerable degree, with the S & P 500 pushing 22-times forward earnings again. The elevated sentiment backdrop is par for the course for a bull market, but sometimes associated with pauses or pullbacks.

Persons: Goldman Sachs, Russell, it's, It's Organizations: Strategas, New York Stock Exchange, CPI, Federal, Big Tech, Nasdaq, Fidelity Investments, Federal Reserve, Treasury Locations: superlatives, Bull

☆ What's driving Friday's big market comeback, a day after heavy tech selling
▼ + stars: | 2024-07-12 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +5 min

Green day : A lot was working in the stock market on Friday. But it was hard to see through an ugly rotation out of this year's Big Tech winners in favor of more interest rate-sensitive stocks. Many of our hot tech stocks took a breather this week. It's more evidence of why Jim Cramer calls these two names "own, don't trade" stocks. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, Dow, Russell, Eli Lilly, Lilly, Wells Fargo, NII, toolmaker Stanley Black, Decker, Morgan Stanley, That's, Jim Cramer's, Jim Organizations: CNBC, Big Tech, Federal, Nasdaq, PPI, Fed, Meta, Nvidia, Apple, Ford, Abbott Laboratories, Jim Cramer's Charitable, Financial, Nurphoto, Getty Locations: Morphic, Wells, New York City, Mairo

☆ Earnings in the week ahead could be the next catalyst for a broadening market
▼ + stars: | 2024-07-12 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

IWM 5D mountain iShares Russell 2000 ETF Next week's earnings results will help investors glean whether that rotation trade is sustainable. The Dow Jones Industrial Average, which is weighted more toward the real economy than is the S & P 500 and Nasdaq, rose to a new record above 40,000. According to FactSet consensus estimates, S & P 500 companies are set to post blended earnings growth of 9.2% in the second quarter. "It's not unthinkable to see us exiting this year at 5,800 on the S & P," he said. This follows a difficult 2Q, when 75% of Large Cap Core managers trailed the S & P 500," Palfrey wrote.

Persons: Patrick Palfrey, Hogan, Keith Buchanan, Buchanan, Palfrey, David Sekera, Quincy Krosby, Goldman Sachs, Morgan Stanley, Huntington Organizations: Nasdaq, UBS, Investors, Riley, Dow Jones, Globalt Investments, Riley Securities, Big Tech, Core, LPL, BlackRock, Bank of America, Taiwan Semiconductor, Price, Retail, Hunt Transport Services, State, PNC Financial Services, UnitedHealth, United Airlines, Discover Financial Services, U.S . Bancorp, Johnson, Citizens Financial Group, Philadelphia Fed, Netflix, T Bank, KeyCorp, American Express, Halliburton, Fifth Third Bancorp, Regions Locations: Nasdaq, NAHB, Horton, Blackstone, Taiwan

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