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☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nike, Ferrari, Amazon, Instacart, Spotify & more
▼ + stars: | 2024-11-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Goldman Sachs reiterates Nvidia as buy Goldman said the stock is best positioned ahead of earnings later this month. JPMorgan upgrades Yum China to overweight from neutral JPMorgan upgraded the China operator of brands like KFC following earnings. Wedbush reiterates Tesla as outperform The firm said the EV maker is a big winner of a Trump presidency. Deutsche Bank reiterates Spotify as buy Deutsche said it's bullish heading into the streaming company's earnings report on November 12. JPMorgan downgrades Super Micro to underweight from neutral JPMorgan downgraded the stock following earnings citing too much regulatory uncertainty.

Persons: Bernstein, Apple, Goldman Sachs, Goldman, YUMC, Wedbush, Tesla, Trump, Jefferies, Raymond James, it's, Wells, BURL, Oppenheimer, TD Cowen downgrades Brown, Forman, Cowen, Needham, revs, Ferrari, it's bullish, Mizuho, Monness Crespi Hardt, Snowflake Organizations: Nvidia, JPMorgan, KFC, Trump, Ryman Hospitality, Citi, GE Healthcare, General Electric, Barclays, Tencent, Entertainment, Deutsche Bank, Spotify, Deutsche, Nike, Burlington, GAP, Super Micro, Services, UBS, Ferrari, Data Center, 2027E, Bank of America, of America Locations: China, 2Q24, Snowflake

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Meta, Roblox, Peloton, Charter, Walmart, Berkshire Hathaway & more
▼ + stars: | 2024-11-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as buy Morgan Stanley said it's sticking with the stock following the release of the company's annual 10-K analysis. " Morgan Stanley reiterates Amazon as overweight Morgan Stanley raised its price target on Amazon to $230 per share from $210. Morgan Stanley upgrades Entergy to equal weight from underweight Morgan Stanley said the energy company's outlook has improved. " Morgan Stanley upgrades Roblox to overweight from equal weight Morgan Stanley said in its upgrade of the stock that it sees a long runway for growth. " Morgan Stanley downgrades STMicroelectronics to underweight from equal weight Morgan Stanley said it sees too many headwinds from the semis manufacturer.

Persons: Berkshire Hathaway, Price, Morgan Stanley, Apple, Goldman Sachs, Goldman, it's bullish, Rollins, William Blair, TSMC, Bernstein, Trip.com, Morgan Stanley downgrades STMicroelectronics, Hollister comps, Peter Stern, D.A, Davidson, AAPL Organizations: UBS, Berkshire, Citi, Apple, PlayStation, Barclays, Blackwell, Tencent, Entertainment, Trip.com, Bank of America, Inc, KeySight, Qs, Abercrombie & Fitch Citi, of America, " Bank of America, Meta, Walmart Locations: Kazakhstan, LA, China

☆ Inflation data commands center stage next week and provides a test for the market rally
▼ + stars: | 2024-05-11 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

All three major U.S. stock indexes closed higher for the week, led by the Dow Jones Industrial Average . The Nasdaq Composite added 1.14% while the S & P 500 advanced 1.85% in a relatively quiet week of economic updates. Within the portfolio, Disney and Wynn Resorts released quarterly numbers; we took issue with the stock reaction to both reports. It also raises the stakes around major economic releases, such as next week's consumer inflation report. In the week ahead, earnings season continues — headlined by Walmart on Thursday — and inflation data will dominate the economic calendar.

Persons: We've, Jim Cramer, Dow Jones, we'll, We'll, Stanley Black, Decker, Jack, JACK, Arcutis, Spero, JD.com, Armour, Jim Cramer's, Jim, Carlo Allegri Organizations: Dow Jones, Nasdaq, Disney, Wynn Resorts, Procter, Procter & Gamble, Walmart, CPI, PPI, Club, Home Depot, Biotech Corporation, Music Entertainment, Central Puerto S.A, TeraWulf Inc, Paysafe Group Holdings, QuickLogic Corporation, Kopin Corp, Royalty Corp, Agilysys Inc, Crop Solutions Corp, Inovio Biomedical, Intercorp Financial, Lithium, Argentina ) Corp, Sea, Sony Group Corporation, SONY, Holding, HudBay Minerals, Autolus Therapeutics, Game Technology, Nu Holdings, Dragonfly Energy Holdings Corp, Bakkt Holdings, Prestige Consumer Healthcare, SilverCrest Metals, Inc, Mining Corp, Acurx Pharmaceuticals, Cresco Labs, Dole plc, DOLE, Arcos Dorados Holdings, ARCO, Cisco Systems, Grab Holdings, Copa Holdings S.A, Technologies, Iris Energy, KORE Group, Super, Spero Therapeutics, ZTO, Baidu, Deere & Company, NICE, Lightspeed Commerce, Ship Lease, Canada Goose Holdings, Drainage Systems, Consolidated Water Co, Outlook Therapeutics, Despegar.com, Corp, DXC Technology Company, Flowers Foods, Bruker Corporation, WYNN, CNBC, Foods Locations: Procter &, Central, Cayman, Lithium Americas, Argentina, Manhattan, New York City

☆ Wall Street is getting excited about these Chinese stocks — and upgrading three to 'buy'
▼ + stars: | 2024-03-24 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

Investment analysts have upgraded at least three U.S.-listed Chinese stocks to buy so far this month. Here are the Chinese stocks that analysts are turning bullish on: Tencent Music Entertainment — Citi upgraded the stock to buy on Wednesday with a price target of $13 a share, up nearly 18% from Tuesday's close. Analysts are also finding more reasons to turn incrementally optimistic about other Chinese stocks. The analysts expect Bilibili can reach its double-digit revenue growth target for the year with the help of new game releases. Deutsche Bank analysts on March 8 also initiated coverage of China's auto sector with five buy-rated stocks: Great Wall Motor, BYD, Seres, Li Auto and JMC.

Persons: Li Auto, Li, Michael Bloom Organizations: Tencent, Entertainment, Citi, Spotify, JPMorgan, Deutsche Bank Locations: U.S, China, Tuesday's

☆ The 2 biggest events for Wall Street next week couldn’t be more different
▼ + stars: | 2024-03-16 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Investors will listen for the central bank's latest perspective on interest rates following the hotter-than-expected CPI and PPI reports this week. As members know, the market is looking for any signs of further disinflation in the housing market as shelter cost inflation remains the Fed's biggest concern. No club names report earnings next week, but we can't wait to see what Nvidia has to show us at its GTC AI developer conference . Other key reports include KB Home on Wednesday, which will provide a real-time look at the state the housing market, unlike the backward-looking housing reports. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: we'll, That's, Jerome Powell's, We're, Jensen, Jim Cramer, Huang, He'll, Lululemon, General Mills, OLLI, LULU, Jim Cramer's, Jim, Jerome Powell, Leah Millis Organizations: Dow, Nasdaq, PPI, Nvidia, Blackwell, CNBC, Micron Technology, Citi, Micron, Broadcom, Nike, FedEx, Music Entertainment, ZTO, Signet Jewelers, SIG, Sportradar, Micron Tech, KB, Worthington Industries, Accenture, Darden, Academy Sports &, Lufax, Brands, Winnebago Industries, Commercial Metals Company, Jim Cramer's Charitable, U.S . Federal, Federal, Market Locations: U.S, California, China, Washington , U.S

☆ Here are Wednesday's biggest analyst calls: Apple, Netflix, Nvidia, Uber, Tesla, Microsoft, Amazon & more
▼ + stars: | 2024-01-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Citi reiterates Chipotle as buy Citi raised its price target on Chipotle to $2,699 per share from $2,292. "We are launching coverage of NKLA with an Outperform rating and a $2 price target." Polestar : On a Road to Nowhere - Initiating Coverage with a target price of $1.15, Underperform." Citi upgrades Sunoco to buy from neutral Citi said the oil and gas company is "compelling." Citi reiterates Microsoft as buy Citi raised its price target on the stock to $470 per share from $432 and said "ramping GenAI should keep growth accelerating."

Persons: Chipotle, Daiwa, Wells, Morgan Stanley, it's, Baird, Nikola, Bernstein, Biogen, Webster, Redburn, Tesla, Apple, Morgan Stanley downgrades PagerDuty, Gordon Haskett downgrades Uber, Gordon Haskett, Oppenheimer, PulteGroup, Wolfe Organizations: Citi, Verizon, Netflix, Amazon, EV, Devices, AMD, UBS, Apple, Uber, Deutsche Bank, Deutsche, Barclays downgrades, Barclays, Microsoft, BMO, HSBC, Stellantis, Entertainment, Nvidia, Wolfe Alpha, Valero, Phillips Locations: H1'24, Nowhere, China

☆ China’s version of Spotify is ‘underappreciated,’ Morgan Stanley says
▼ + stars: | 2023-12-03 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

Tencent Music Entertainment is convincing more people in China to pay for music. Because of the size of China's market, it's more than Spotify 's claim of 574 million monthly active users —across 184 countries and territories. TME's "music value [is] still underappreciated," Morgan Stanley analysts led by Alex Poon wrote in a late November report. "We see room for [TME] music revenue to double and profit to triple in the next three years," the Morgan Stanley analysts wrote, noting "limited risks from macro and competition." Revenue from music subscriptions is estimated to rise 38% in 2023 versus 2022, Morgan Stanley estimates.

Persons: That's, Morgan Stanley, Alex Poon, ADRs, TME, Alex Yao, Gross, JPMorgan's Yao, Tencent, — CNBC's Michael Bloom Organizations: Tencent, Entertainment, Spotify, Kugou Music, JPMorgan Locations: China, U.S, Tencent, 3Q23

☆ Here are Thursday's biggest analyst calls: Nvidia, Amazon, Target, DoorDash, Intel, Plug Power & more
▼ + stars: | 2023-11-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Bank of America reiterates Roblox as buy Bank of America said the stock is becoming "more investable." Deutsche Bank initiates Wayfair as buy Deutsche said in its initiation of the stock that it's a "pure-play e-commerce leader." Deutsche Bank initiates DoorDash as buy Deutsche said in its initiation of the company that it has "superior unit economics." Bank of America initiates Gen Digital as buy Bank of America said it likes the cyber safety vendor. Goldman Sachs reiterates Amazon as buy Goldman said it sees an "underappreciated secular growth opportunity" for Amazon shares into next year. "

Persons: it's, Goldman Sachs, Goldman, 1QFY, Roblox, Price, Stifel, Baird, Catalent, 1HCY24, Piper Sandler, Piper, Philip Morris, Guggenheim, Wells, TD Cowen downgrades Organizations: UBS, Nvidia, Qs, Networks, Palo Alto Networks, 1QFY billings, billings, Bank of America, Products, Deutsche Bank, Deutsche, HSBC downgrades Altice, HSBC, Goodyear Tire, Goodyear, " Bank of America, ITT, of America, Aerospace & Defense, Digital, JPMorgan, Entertainment, Mizuho, Intel, AMD, Amazon, Citi, EV, TD Cowen downgrades Target Locations: HSBC downgrades Altice USA, China

☆ What we want to see from retail sales and 3 Club earnings in the week ahead
▼ + stars: | 2023-08-12 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

State of the consumer: Retail sales for July are out on Tuesday. Key retail earnings reports from Walmart (WMT), Target (TGT) and Tapestry (TPR) will also provide clues on the health of the consumer. Earnings : On Wednesday morning, we hear from Club holding TJX Companies (TJX). Prior retail sales data has shown monthly sales growth at clothing and clothing accessory stores accelerate throughout the quarter, rising 0.14% monthly in April, 0.3% in May and 0.6% in June. For those looking to review first-quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, Estee Lauder, we've, Palo, Cardinal Health, JD.com, Brinker, BILL, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, Dow Jones, Investors, Walmart, TJX Companies, Palo Alto Networks, Embraer, Energy, Getty, Sea Ltd, Cardinal, Nu Holdings, Housing, ZIM, Food, Colgate, Palmolive, Cisco Systems, Chemical & Mining, Keysight Technologies, Ross Stores, Deere & Company, Alto Networks, Jim Cramer's Charitable, CNBC Locations: China, Dole, DOLE, Manhattan, New York City

☆ Debt ceiling crisis hangs over markets, with investors hoping to avoid a repeat of 2011
▼ + stars: | 2023-05-13 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +8 min

Republicans, led by House Speaker Kevin McCarthy, want to attach spending cuts to any agreement to raise the debt ceiling. Biden and the Democrats say they are willing to talk about spending cuts but only outside the debt ceiling discussions. Raising the debt ceiling would allow the government to pay for spending that has already occurred. That year, the debt ceiling was raised at the last minute but not before a summer of bickering sent the S & P 500 down 17% from late July to mid-August. The market this past week stumbled with the debt ceiling deadline looming and over concern about regional bank failures.

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & more
▼ + stars: | 2023-04-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential." Goldman Sachs reiterates Apple as buy Goldman said in its Apple earnings preview note that "solid iPhone demand to offset Mac weakness." Wells Fargo names Disney a top pick in media Wells said in a note on Monday that Disney is the "best opportunity in media." JPMorgan reiterates Ford & General Motors as overweight JPMorgan said in an earnings preview note that it's standing by both automakers heading into earnings tomorrow for GM and next week for Ford . Mizuho initiates Tencent Music Entertainment as buy Mizuho said in its initiation of the China music company that the stock has upside potential. "

☆ Tencent, NetEase, Bilibili allowed to distribute foreign video games as China reopens market to global titles
▼ + stars: | 2023-03-21 | by ( Laura He | ) edition.cnn.com time to read: +3 min

Hong Kong CNN —China has approved 27 foreign video games, including titles to be released by Tencent, NetEase and Bilibili, as it gradually reopens the world’s largest mobile entertainment market to international titles. It was the second batch of foreign games to be allowed to enter the Chinese market since December. Bilibili (BILI) will publish the localized version of “Uma Musume: Pretty Derby,” a hugely popular franchise from Japan’s Cygames. “We believe this implies a more supportive regulatory policy towards foreign titles that further support a healthier and normalized development of online gaming industry going forward,” said Citi analysts on Tuesday. But foreign games were still unable to access the Chinese market until December, when the regulator finally approved 45 foreign titles, including “Pokémon Unite” by Nintendo and “Valorant” by Riot Games.

☆ These are our two preferred scenarios for the Fed's big March meeting next week
▼ + stars: | 2023-03-18 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Two things will capture all the market's attention in the coming week: The Federal Reserve's March meeting and the government's ongoing attempt to quell worries about the banking system. If it raises, Powell should speak softly; no raise and Powell should strongly remind the market that the work isn't done. Still, for the week, U.S. stocks fared better, with the S & P 500 rising 1.5% and the Nasdaq gaining 4.5%. On Thursday, initial jobless claims for the week ended March 11 came in at 192,000, a decrease of 20,000 from the prior week and below the expected 205,000. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Dick's, Costco, Snowflake, Meta, Dish & more
▼ + stars: | 2023-02-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Mizuho reiterates Tesla as buy Mizuho said it's standing by its buy rating heading into the company's analyst day on March 1. Barclays reiterates Apple as equal weight Barclays said low growth in the App Store is the "new norm" for Apple. Morgan Stand reiterates Dick's as overweight Morgan Stanley said it's standing by its overweight rating heading into Dick's earnings on March 7. Bank of America downgrades Dish to underperform from buy Bank of America said it sees inflationary pressure for the satellite TV company. Deutsche Bank reiterates Salesforce as buy Deutsche Bank said it's standing by shares of Salesforce heading into earnings on Wednesday.

☆ Stocks making the biggest moves in the premarket: Walmart, Vodafone, Getty Images and more
▼ + stars: | 2022-11-15 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Take a look at some of the biggest movers in the premarket:Walmart (WMT) – Walmart shares surged 6.9% in the premarket after the retailer reported better-than-expected quarterly profit and revenue, and also saw comparable store sales exceed estimates. Vodafone (VOD) – Vodafone slid 4.1% in premarket trading after the mobile operator cut its earnings guidance and cash flow forecast, pointing to a challenging economic environment. Getty Images (GETY) – Getty Images slumped 11.8% in the premarket after its quarterly revenue fell short of Wall Street forecasts, although the visual content marketplace operator did see earnings top consensus. Energizer Holdings (ENR) – The maker of Energizer and Rayovac batteries saw its stock surge 10% in premarket action following better-than-expected quarterly results. Tencent Music (TME) – Tencent Music surged 9.7% in premarket action after reporting better-than-expected quarterly profit and revenue.

☆ All eyes on the consumer ahead of Black Friday and the holidays
▼ + stars: | 2022-11-13 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

Beyond a slew of retail earnings reports, the government will report retail sales figures for October on Wednesday. But the most recent Consumer Price Index figures for October provided some relief for shoppers…and Wall Street. Consumer spending rose 1.4% during the third quarter, according to the government’s most recent gross domestic product (GDP) report. A report on housing starts and building permits data for October will come out towards the end of this week. When Home Depot reported its most recent earnings in August, it noted that customers didn’t make as many purchases as they did a year ago.

☆ Stocks making the biggest moves in the premarket: Tesla, WeWork, Alibaba and more
▼ + stars: | 2022-10-24 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Alibaba (BABA) – Alibaba tumbled 12.3% in premarket trading after the release of weaker-than-expected China GDP data. China Tech Stocks – China-based tech stocks are under pressure after President Xi secured a third leadership term, leading to speculation of a continued crackdown on the country's tech sector. ServiceNow (NOW) – ServiceNow added 2.5% in premarket trading after Guggenheim upgraded the stock to "buy" from "neutral." Medtronic added 1% in premarket trading. Williams-Sonoma fell 2.5% in premarket action.

☆ Ray Dalio says his hedge fund Bridgewater Associates is up around 25% this year. He shares 2 ways investors should approach a market he says is due to drop another 20% — and an area he's bullish on lo
▼ + stars: | 2022-09-22 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

Bridgewater Associates founder Ray Dalio said on Wednesday that stocks are likely to fall further. Given his down outlook, Dalio was asked how investors should approach the current environment, and gave two answers. The former shields investors from rising or falling inflation rates, while nominal bonds can lose money when considering inflation. Dalio also recommended that investors keep their portfolios well-balanced and diversified, and avoid timing the market. "The most important thing that you can do is have a well-balanced portfolio, not to market time, but diversify," Dalio said.

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