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☆ Stocks making the biggest moves midday: Walmart, Lowe's, Intuit, Kraft Heinz and more
▼ + stars: | 2024-11-19 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +2 min

Check out the companies making headlines in midday trading: Walmart — The big-box retailer saw shares jump nearly 5% to hit a record after the retail giant topped fiscal third-quarter earnings and revenue expectations. The retailer also hiked its outlook again as it saw growth in e-commerce and improvements in sales outside of the grocery aisles. Lowe's — The home improvement retailer dropped more than 3% after saying it expects sales to decline in 2024 . Kraft Heinz — The packaged food company dipped about 1% after a Piper Sandler downgrade to neutral from overweight. Insmed — Shares rallied more than 8% after the drugmaker terminated a $500 million equity sales agreement with health-care investment bank Leerink Partners.

Persons: Young, Lowe's, Kraft Heinz —, Piper Sandler, Kraft Heinz, Robert F, Kennedy Jr, Trump, —, Wall, Symbotic, Donald Trump's, Jesse Pound, Yun Li, Sarah Min, Alex Harring, Sean Conlon, Pia Singh Organizations: Walmart, BDO, Ernst, Nasdaq, Leerink Partners, Viking Holdings, Revenue, Intuit, Washington Post, Donald Trump's Department, Government

☆ Stocks rebound — plus, we're raising our price target on a transforming AI play
▼ + stars: | 2024-11-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 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. 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. 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.

Persons: Jim Cramer, Richard Tobin, Tobin, cryogenics, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Dover, Club, Marshall Excelsior Company, SPS Cryogenics, Nvidia, Walmart, Viking Holdings, Jim Cramer's Charitable Locations: Dover

☆ 5 things we're watching in the stock market in the week ahead
▼ + stars: | 2024-11-17 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

October retail sales, released Friday morning, came in slightly ahead of expectations, indicating a 0.4% monthly increase, versus a 0.3% increase expected. Disney's reported strong earnings and its stock advanced more than 16% for the week as a result. In the week ahead, we will get earnings from three Club names, including the highly anticipated quarter from Nvidia, and a couple of housing market-related updates. The Street is looking for Nvidia sales of $33.1 billion in its fiscal Q3 and earnings of 75 cents per share. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Donald Trump, Friday's, Jerome Powell, Powell, That's, YTD We're, we're, Jensen, Trump, Nvidia's, Stanley Black, Decker, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow, Nasdaq, Federal, Fed, Disney, Depot, Nvidia, TJX Companies, Home Goods, Blackwell, Palo Alto Networks, Home Depot, Stanley, Walmart, Viking Holdings, Sonoma, WSM, Baidu, PDD Holdings, Deere & Co, Warner Music Group, Intuit, Ross Stores, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: Maxx, U.S, China, Palo, VIK, Williams, New York City

☆ A tough week for stocks may soon force us to act. Here's where we would look to buy first
▼ + stars: | 2024-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Markets sink: Stocks are taking it on the chin Friday, capping off a week in which the S & P 500 fell about 2%. Bright spots : The two best-performing S & P 500 sectors this week are financials and energy. Health care was far and away the worst-performing group in the S & P 500. Next week: There's 11 companies in the S & P 500 reporting next week. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, There's, Donald Trump's, Jerome Powell, Trump, –, Morgan Stanley, Wells Fargo, Robert F, Kennedy Jr, Eli Lilly, we'll, Stanley Black, Decker, Jim Cramer's, Jim Organizations: CNBC, Traders, – BlackRock, Energy, Coterra Energy, Disney, Department of Health, Human Services, pharma, Nvidia, Walmart, Viking Holdings, TJX Companies, Palo Alto Networks, Target, Williams, Club, BJ's, Ross Stores, Baidu, PDD Holdings, GE Healthcare, Jim Cramer's Charitable Locations: Wells Fargo, Sonoma, Snowflake, Palo Alto

☆ Jim Cramer's week ahead: Earnings from Nvidia, TJX and Walmart
▼ + stars: | 2024-11-15 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Friday highlighted the biggest events next week on Wall Street, pinpointing earnings reports from Nvidia , TJX and Walmart . Cramer praised the two retailers but said investors might want to wait for a pullback before diving in to Walmart. Retailers TJX, Target and Williams-Sonoma will report Wednesday morning. Cramer recommended investors "wait and see" with Target as Wall Street worries about the impact of potential tariff increases by the Trump administration. After the market closes, Palo Alto Networks and Nvidia report, and Cramer said both could sell off post-earnings.

Persons: CNBC's Jim Cramer, I've, Cramer, Donald Trump, Medtronic, Trump, he'd Organizations: Nvidia, TJX, Walmart, Trump, Viking Holdings, Depot, Federal Reserve, Williams, Palo Alto Networks, Intuit, Procter & Gamble, GE Healthcare Technologies Locations: Vertiv, Sonoma, Williams, China

☆ Lightning Round: Something is wrong with Celsius Holdings, says Jim Cramer
▼ + stars: | 2024-09-19 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Something is wrong with Celsius Holdings, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Viking Holdings, Gentex, Cadre, and Celsius Holdings.

Persons: Jim Cramer Organizations: Holdings, Viking Holdings, Gentex

☆ Lineage begins trading in the market's largest IPO of 2024
▼ + stars: | 2024-07-25 | by ( Riley De León | ) www.cnbc.com time to read: +2 min

Lineage priced 57 million shares at $78 apiece on Wednesday, near the top of its initial $70 to $82 target range. "We started with one warehouse and we've done 116 acquisitions to turn Lineage into what it is today," co-founder and co-executive chairman Adam Forste said on CNBC's "Squawk Box" Thursday morning before shares started trading. In the last year alone, Lineage has acquired Grupo Fuentes, Burris Logistics, Kennedy Transportation and Harnes. Lineage has amassed over 480 facilities, totaling roughly 2.9 billion cubic feet of capacity across countries in North America, Europe, and the Asia-Pacific region. These locations create a global network of cold-storage facilities, reducing supply chain food waste and its environmental impact.

Persons: Adam Forste, Burris, we've, Forste, Kevin Marchetti, Morgan Stanley, Goldman Sachs, Morgan, Wells Fargo Organizations: CNBC Disruptor, Viking Holdings, Nasdaq, Grupo Fuentes, Burris Logistics, Kennedy Transportation, Bank of America, Lineage's Locations: North America, Europe, Asia, Pacific

☆ 2024 is shaping up to be another tough year for IPOs. What it's going to take to turn it around
▼ + stars: | 2024-07-24 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

Many companies raised money two to four years ago in private funding rounds at very high valuations. Many of these companies are now trying to go public, and investors are balking at the high valuations and demanding haircuts. Another tough year No matter how you slice it, 2024 is turning out to be the third consecutive year of subpar IPO markets. "Public investors are not willing to pay 2021 valuations," Matt Kennedy from Renaissance Capital said. Companies that want an up-round are going to be disappointed, but companies willing to take a haircut can get deals done."

Persons: Matt Kennedy Organizations: Nasdaq, Viking Holdings, Renaissance Capital, Companies

☆ Cramer's Lightning Round: Don't sell Match Group
▼ + stars: | 2024-07-16 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Stock Chart Icon Stock chart icon Fortinet's year-to-date stock performance. Stock Chart Icon Stock chart icon Sarepta Therapeutics' year-to-date stock performance. Stock Chart Icon Stock chart icon Toast's year-to-date stock performance. Stock Chart Icon Stock chart icon Teva Pharmaceutical's year-to-date stock performance. Stock Chart Icon Stock chart icon Viking Holdings' year-to-date stock performance.

Persons: Palo, Linde's, you've, You've, there's, Teva, Eli Lilly, Jim Cramer's Organizations: Charitable Trust, Products, Air Products, Therapeutics, Sarepta Therapeutics, BJ's Wholesale, Costco, ., Teva, Viking Holdings, Royal Locations: Palo Alto, Linde, Royal Caribbean

☆ Consumers are getting 'really choosy' as cracks emerge. Here's what that means for investors
▼ + stars: | 2024-07-12 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

Pressures faced by lower-income consumers have been smoothed over by robust spending from the middle- and higher-income cohort. 'A shift in priorities' Even with cracks emerging in the consumer, many investors anticipate a soft landing for the economy. "They are spending, but they're being more particular than they were before in terms of what they're spending on," she added. "As more consumers shift their meal preferences to eating at home as opposed to eating out, that could provide a catalyst to lift these stocks valuations," he wrote. Sekera also noted travel as one area where consumers are continuing to spend, even as they pull back on other purchases.

Persons: Bill Merz, They're, Lindsay Rosner, there's, Dave Sekera, Morningstar, Kraft Heinz, Kellanova, Sekera, Goldman Sachs, Rosner Organizations: PepsiCo, U.S, Bank Asset Management, Goldman Sachs Asset Management, HSBC, Viking Holdings, Worldwide Holdings, Marriott International, Walmart, Target, Kraft Locations: U.S, delinquencies

☆ Go long Hilton and Walmart: HSBC's stock strategy for playing the divided U.S. consumer
▼ + stars: | 2024-07-09 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

Strong consumer demand has helped the U.S. economy weather the Federal Reserve's rate hikes, avoiding a hard landing where growth and employment turn lower. The high-end consumer Inui estimates the net worth of high-end consumers is actually accelerating to a high-single-digit rate. "As a result, discount retailers are facing high shrinkage, restaurants are becoming increasingly promotional to boost traffic and retailers with strong value propositions are gaining share." HSBC called McDonald's one of the stocks that offers "a strong value proposition" to consumers tightening their belts. Another retailer HSBC named was Target , which has an "expect more, pay less" strategy emphasizing private labels to boost sales.

Persons: HSBC's, Nicole Inui, Hilton, Marriott, Inui, Innui, — CNBC's Michael Bloom Organizations: HSBC, Viking Holdings, Worldwide Holdings, Marriott International, Royal, Motors Locations: U.S, Americas, Royal Caribbean

☆ Here are Tuesday's biggest analyst calls: Amazon, Nvidia, Tesla, Uber, Disney, PayPal, Spotify, Chevron, Netflix & more
▼ + stars: | 2024-07-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

"We initiate coverage of Waystar ( WAY) with a Buy rating and 12-month price target of $32." Bank of America reiterates Nvidia as buy Bank of America said Nvidia was the "most-owned" stock in semis among fund managers. Bank of America reiterates Disney as buy Bank of America said it's sticking with its buy rating on the stock. " Argus reiterates Netflix as buy Argus said it's sticking with its buy rating on the stock. "We are maintaining our BUY rating on Focus List selection Netflix I nc.

Persons: Mizuho, Goldman Sachs, Goldman, it's, Nvidia, NVDA, AVGO, Piper Sandler downgrades CrowdStrike, Piper, Raymond James, Piper Sandler, Jefferies, RAPP, Stifel, MAUs, Wells, Roth, WULF, VIK, Horton, Guggenheim, Tesla, Kitty Organizations: Mizuho, Amazon, " Bank of America, Nvidia, Bank of America, AMD, Comerica, UBS, TEAM, Rapport Therapeutics, Life360 Inc, Spotify, Hess Corp, IT Services, Barclays, Viking Holdings, Citi, Disney, DIS, NBA, Susquehanna, PayPal, of America, Deutsche Bank, Uber, Deutsche, Netflix, Argus Locations: CrowdStrike, Chevron

"We see softness in data — permits, starts, sales and prices all recently below expectations — potentially continuing in 2H," the analyst wrote. The bank initiated the health care tech stock with an overweight rating and a December 2025 price target of $24. "Waystar is a vertical, cloud-based software company focused on automating, digitizing, and enhancing revenue cycle management functions," wrote analyst Anne Samuel. Analyst Daniel Politzer reiterated his overweight rating on the casino and resort stock but lowered his price target to $58 from $60. The analyst wrote that he sees "the current valuation as an attractive entry point into what we view as one of the most durable companies in our coverage."

Persons: Piper Sandler, Mizuho, Piper Sandler downgrades CrowdStrike Piper Sandler, Rob Owens, Owens, CrowdStrike, Lisa Kailai Han, downgrades Goldman, Jim Mitchell, Goldman Sachs, Mitchell, Goldman, — Jesse Pound, Brandt Montour, Montour, VIK, — Hakyung Kim, Anthony Pettinari, Pettinari, — Lisa Kailai Han, Guggenheim, Tesla, Ronald Jewsikow, Keith Gill, Gill, he's, Kitty, Musk, Jewsikow, Waystar, Anne Samuel, Samuels, Jessica Reif Ehrlich, Ehrlich, Wells, Daniel Politzer, Politzer, GGR, WYNN est's, —, Mizuho Mizuho, James Lee, Lee, Fred Imbert Organizations: CNBC, Seaport, of America, downgrades Goldman Sachs Seaport Research, Bank of America, Barclays, Viking Holdings, American Baby Boomers, Citi, Federal, Securities and Exchange Commission, JPMorgan, Nasdaq, Spotify, Spotify Technology, Las Vegas, Vegas, Macau GGR, Intelligence, Amazon Locations: Amazon, SIEM, Lennar, 2H, Chewy, Europe, China, Las, Las Vegas Sands, Macau, Bay Sands, Singapore, Atlassian, Monday's

☆ Jim Cramer likes bullish calls on Viking and Airbnb but is cautious on this bank
▼ + stars: | 2024-05-28 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +1 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. "They don't want kids, and they don't want gambling," and that's the appeal of Viking, Cramer said. Airbnb : Shares of the short-term rental company were upgraded to a buy-equivalent outperform rating at Wedbush. Huntington Bancshares : The regional bank stock was upgraded to a buy-equivalent overweight rating at JPMorgan. Cramer said Texas Instruments didn't make the right moves with customers and shareholders and that's why Elliott moved in.

Persons: Jim Cramer's, Mike Sievert, Jim Cramer, initiations, Viking, Cramer, Huntington, Elliott Organizations: CNBC, Club, U.S . Cellular, Mobile, U.S, Cellular, Viking Holdings, JPMorgan, Texas, Elliott Management

☆ Viking is a good option in an industry without many major players, says Jim Cramer
▼ + stars: | 2024-05-02 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailViking is a good option in an industry without many major players, says Jim Cramer'Mad Money' host Jim Cramer takes a closer look at the biggest IPO of the year Viking Holdings.

Persons: Jim Cramer Organizations: Viking Holdings

☆ Buy a small position in Viking here, even after a strong debut, says Jim Cramer
▼ + stars: | 2024-05-02 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBuy a small position in Viking here, even after a strong debut, says Jim Cramer'Mad Money' host Jim Cramer takes a closer look at the biggest IPO of the year Viking Holdings.

Persons: Jim Cramer Organizations: Viking Holdings Locations: Viking

☆ Viking is the biggest IPO of the year, capping off a huge month for IPOs
▼ + stars: | 2024-05-01 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

The Viking Holdings Ltd. IPO, which starts trading today on the New York Stock Exchange, will be the biggest IPO of 2024 so far. Viking is only the biggest in a month of standouts. Eighteen IPOs raised a combined $5.3 billion in April, according to Renaissance Capital, the busiest month for IPOs since November 2021. The stock market had a miserable April, with the S & P 500 down 4% and, unsurprisingly, many recent IPOs were down. All of the larger, most recent IPOs remain above their initial offering price.

Persons: Del Organizations: Viking Holdings, New York Stock Exchange, Renaissance Capital, IPOs, Viking, Holdings, Epic Locations: Bermuda, Del Monte

☆ Viking shares rise more than 10% after cruise line operator's market debut
▼ + stars: | 2024-05-01 | by ( Seema Mody | ) www.cnbc.com time to read: +1 min

Aerial view of the Viking Jupiter cruise ship anchored in the port of Montevideo, on January 5, 2022. Viking is not your typical cruise operator. In fact, the cruise line doesn't hide the fact that it is going after the high-income baby boomer. The luxury cruise line was targeting a $10.4 billion valuation in its initial public offering on the New York Stock Exchange on Wednesday, making it the third-largest cruise operator after Royal Caribbean and Carnival . Norwegian Cruise Line is the fourth largest.

Persons: Torstein Hagen Organizations: Viking Holdings, Viking, CNBC, New York Stock Exchange, Royal, Cruise Locations: Montevideo

☆ Stocks pop after Fed decision, oil plunges, earnings mixed — what to watch in the market
▼ + stars: | 2024-05-01 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +6 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. Before last week's strong quarter, CNBC learned that Alphabet's Google had laid off hundreds of employees from so-called core teams. 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, Powell, It's, Morgan Stanley, DuPont, Jim, Laxman Narasimhan's, Estee Lauder, Stanley Black, Decker, Bernstein, Toni Sacconaghi, Apple, Sacconaghi, Jim Cramer's Organizations: CNBC, Federal Reserve, Dow, Nasdaq, Google, West Texas, Coterra, Cruise, Viking Holdings, Investment, Morgan, GE Healthcare, Nvidia, Big Tech, Linde, Bausch Health, Apple, Jim Cramer's Charitable Locations: India, Mexico, Gaza, WTI, Wall, China

☆ The IPO reopening is real. Just look at Rubrik, the first unicorn to go public in months
▼ + stars: | 2024-04-25 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

Last night data security firm Rubrik priced 23.5 million shares at $32, above the price talk of 23 million shares at $28-$31, raising $752 million. Rubrik is the first tech unicorn IPO since last fall. Marex Group, a UK-based financial services company known for its global clearing business, priced 15.4 million shares at $19, the midpoint of the price talk of $18-$21, raising $292 million. Loar Holdings, which makes aerospace and defense components, priced 11 million shares at $28, above the range of $24-$26, raising $308 million. All eyes on Rubrik Rubrik is an important test of the tech IPO market.

Persons: Matt Kennedy, Rubrik, Kennedy, Ingram, Del Organizations: Marex, Nasdaq, Loar Holdings, New York Stock Exchange, Viking Holdings, Arm Holdings, Renaissance Capital, UL, Astera Labs, Forge, Companies, Ingram Micro, Epic Locations: Del Monte

☆ Possible Viking IPO is latest sign cruise industry is a good bet for investors, according to analyst. How to play it
▼ + stars: | 2024-02-29 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

With Covid-19 disruptions in the rearview mirror and the cruise industry back on track, another cruise line has taken a step towards possibly going public. Melius Research believes a Viking IPO makes rational sense. Norwegian Cruise Line , whose recovery has lagged its rivals, reported on Tuesday its first profitable year since 2019 . While shares of Norwegian, Royal Caribbean and Carnival are all down so far this year, they had a blockbuster 2023. A Viking IPO could bring both," he said.

Persons: Conor Cunningham, Cunningham Organizations: Viking Holdings, U.S . Securities, Exchange Commission, Research, Norwegian Cruise, Norwegian, Royal, Royal Caribbean, Carnival Locations: Norwegian, Royal Caribbean

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