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☆ NHL looks beyond U.S., Canada for league growth
▼ + stars: | 2024-11-20 | by ( Jake Piazza | In | ) www.cnbc.com time to read: +4 min

A general view during the 2022 NHL Global Series Challenge between the Nashville Predators and the San Jose Sharks at O2 Arena in Prague, Czech Republic, on Oct. 7, 2022. Jumping the pondThe NHL Global Series is not new. In February, the NHL will host its first-ever 4 Nations Face-Off, an international event where league players from Canada, Sweden, Finland and the U.S. will play for their native countries. In 2026, NHL players are planning to participate in the Olympics for the first time since 2014. The hope is that increasing exposure for NHL players on a global stage will be a tailwind for the league.

Persons: Martin Rose, Bill Daly, Daly, Jake Reynolds, Stanley, Rick Burton, Burton, Bill Zito, Sam Reinhart, Miro Heiskanen, Andre Ringuette, Aleksander Barkov, Roope Hintz Organizations: Nashville Predators, San Jose Sharks, O2 Arena, Getty, National Hockey League, NHL, CNBC, American, Devils, New Jersey Devils, Olympics, Syracuse University, Business, North, Global, Florida Panthers, Dallas Stars, Nokia Arena, Buffalo Sabres Locations: Prague, Czech Republic, Canada, Europe, Sweden, Finland, Tampere, U.S, Czech

☆ These food stocks could benefit if RFK Jr. promotes healthier eating, removal of artificial ingredients
▼ + stars: | 2024-11-19 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Packaged food from companies including PepsiCo and Lamb Weston use artificial ingredients. KR ACI YTD mountain Bank of America lists both Kroger and Albertsons as potential beneficiaries under if RFK Jr. is confirmed to lead HHS. The analyst also pointed toward Sprouts Farmers Market as another potential beneficiary, but noted some skepticism over the stock's pricey valuation. Shares of Kroger have advanced more than 26% in 2024, while Albertsons stock has pulled back about 17%. Kroger agreed to purchase Albertsons in late 2022 for nearly $25 billion, but the combination has been heavily scrutinized by regulators .

Persons: Robert F, Kennedy Jr, Edward Kelly, Kennedy, Donald Trump's, Lamb Weston, Bryan Spillane, McCormick, Spillane, Wells, Kelly, Kroger Organizations: of Health, Human Services, RFK, HHS, Food and Drug Administration, PepsiCo, Bank of America, Kroger, Albertsons, KR ACI Locations: McCormick, Wells Fargo

☆ Traders like the broadening postelection rally, but are getting worried about rising dollar threat
▼ + stars: | 2024-11-18 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com time to read: +4 min

(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. The ICE U.S. Dollar index is currently at a higher level than it was in June of 2022 when Microsoft warned of a stronger dollar impact to earnings. Other multi-national companies including Johnson and Johnson, Estee Lauder and Amazon also warned of the dollar impact that year. "I think the choices are already made to a certain extend," said Ross Mayfield Investment Strategist for Baird Private Wealth Management on Worldwide Exchange.

Persons: Kevin Mahn, Walsh, Steve Sosnick, Johnson, Estee Lauder, Joe Biden, XI Jinping, Xi, Trump, Ross, Mayfield, Mahn Organizations: PRO, Worldwide, Interactive Brokers, ICE, Microsoft, Amazon, Evercore ISI, Economic Cooperation, Ross Mayfield Investment, Baird Private Wealth Management, Worldwide Exchange, Howmet Aerospace, Defense Locations: Hennion, United States, China, Asia, U.S

☆ Evercore ISI gives its top tech picks for 2025
▼ + stars: | 2024-11-17 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +6 min

Evercore ISI already named its favorite technology stocks to own heading into 2025. Against that background, Evercore ISI analysts recently picked five tech stocks they're most sure of entering next year. Arista Networks The cloud network equipment company's conservative revenue guidance for 2025 leaves room for upside potential, according to Evercore ISI. Evercore ISI raised its 12-month price target on Arista to $450 from $425, indicating more than 20% upside from Friday's close. International Business Machines IBM is likely to top revenue estimates in 2025, Evercore ISI said.

Persons: ChatGPT, haven't, Evercore, Amphenol, Donald Trump's, Vertiv, — CNBC's Michael Bloom Organizations: ISI, Arista, Arista Networks, Apple, Business Machines IBM, Evercore, IBM, Holdings Vertiv Holdings Locations: CY25, capex, Wallingford , Connecticut, Waterville , Ohio

☆ ETF flows on track to hit record above $1 trillion by year-end, VettaFi data shows
▼ + stars: | 2024-11-14 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com time to read: +4 min

Inflows are on track to hit the $1 trillion milestone by year-end, as the election acts as a new catalyst, the firm found. ETFs have seen inflows of more than $58 billion since Election Day, according to State Street Global Advisors. State Street's popular SPDR S & P 500 ETF Trust (SPY) has seen more than $12 billion of new money, since the Nov. 5 election. ETF flavors garnering notable flows The ETFs that track indexes have seen the biggest dollar inflows. State Street said its SPDR Galaxy Digital Asset Ecosystem ETF (DECO) has seen inflows increase by 26% since Election Day.

Persons: Todd Rosenbluth, Donald Trump's, Ryan McCormack, McCormack, Anna Paglia, Rosenbluth Organizations: Street Global Advisors, Trust, Trump, Mining

☆ SoftBank is betting on AI and an IPO revival after swinging to a $7.7 billion profit
▼ + stars: | 2024-11-12 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +4 min

SoftBank reported a $7.7 billion quarterly profit on Tuesday after a loss last year. SoftBank Vision Fund's CFO told BI that "macro tailwinds" helped its public portfolio. AdvertisementGains for its Vision Fund 1, a $98.6 billion investment vehicle launched in 2016 with backing from Abu Dhabi and Saudi Arabia's sovereign wealth funds, totaled $3 billion in the second quarter. Despite the investment gain, Vision Fund 2 has lost an overall total of $21 billion since its inception. The results come as SoftBank gears up for a huge investment spree in AI to realize Son's ambitious vision.

Persons: SoftBank, —, Masayoshi, Didi Chuxing, Navneet Govil, Ola, Govil, PayPay Organizations: Service, Funds, Vision, IPOs, Nvidia Locations: Abu Dhabi, Saudi, China, OpenAI, Mexico, India, ByteDance

☆ This stock could be the new 'pick-and-shovel play' in the next wave of AI, Wells Fargo says
▼ + stars: | 2024-11-12 | by ( Pia Singh | In | ) www.cnbc.com time to read: +2 min

Twilio could be a standout name as software stocks bounce back heading into the end of the year, according to Wells Fargo. Analyst Michael Turrin upgraded San Francisco-based Twilio to overweight from equal weight and lifted his price target by 50%, or $40, to $120 from $80. That suggests 28% potential upside for the cloud-based communication software company, which has already gained nearly 24% year to date. Underlying Turrin's investment thesis is his belief that software vendors will lead the next phase of AI development. "We believe Twilio can serve as a pick-and-shovel play for the next wave of AI-native front office and communications-powered genAI applications," Turrin said, highlighting the company's integration with OpenAI's Realtime API that allows developers to build low latency speech to speech AI agents into applications.

Persons: Michael Turrin, Turrin Locations: Wells Fargo, San Francisco

☆ We're adding to our position in this stock that deserves more love from the market
▼ + stars: | 2024-11-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Companywide comparable sales declined 1.3%, much better than the 3.1% decline expected, according to FactSet. In the United States, comparable sales fell 1.2%, the smallest decline in nearly two years. 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's, Hurricanes Helene, Milton, Jim Cramer, Jim Organizations: Home, Hurricanes, Home Depot, Federal, CNBC Locations: United States

☆ Wall Street is bullish on one portfolio retail stock while raising concerns about another
▼ + stars: | 2024-11-08 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

The news on Home Depot Telsey Advisory Group, a leader in retail industry analysis, upgraded Home Depot stock to a buy-equivalent outperform on Friday. The news on Best Buy Citi lowered its Best Buy price target to $109 per share from $115 on Friday while maintaining its buy-rating on the stock. BBY YTD mountain Best Buy stock performance year-to-date. Bottom line Despite Citi's concerns, we're sticking with Best Buy. Best Buy should be well-positioned to benefit from falling interest rates if home sales pick up again.

Persons: —, Telsey, Jim Cramer, Jim, they're, Donald Trump's, Jim Cramer's, Ting Shen Organizations: Advisory, Depot, Federal, Home Depot, Home, Citi, Trump, CNBC, Home Depot Inc, Bloomberg, Getty Locations: China, Washington , DC

☆ CNBC Daily Open: The Trump rally begins
▼ + stars: | 2024-11-07 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. However, solar stocks tanked on fears that Trump would slash tax credits for solar energy. The Trump rally, in short, has begun. To be sure, yesterday's frenzy could have been a relief rally as much as a Trump rally. For now, however, the Trump rally is lighting up the markets.

Persons: Donald Trum, Russell, Trump's, Trump, Elon Musk, Donald Trump, Kamala Harris, Donald Trump's, Marc Pinto, Janus Henderson, Tesla, Edward Jones, Angelo Kourkafas, Yung, Yu Ma, Jesse Pound, Scott Schnipper, Alex Harring, Yun Li Organizations: Republican, Nevada GOP, CNBC, Democratic, NBC News, U.S, Janus, Janus Henderson Investors, Trump, Bank, General Motors, Ford, EV, Dow Jones, Nasdaq, BMO Wealth Management Locations: Florida, Nevada, Las Vegas , Nevada, U.S, United States

☆ CNBC Daily Open: The Trump rally kicks off
▼ + stars: | 2024-11-07 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. What you need to know todayThe bottom lineDonald Trump's victory in the U.S. presidential elections is providing a tailwind to risk assets. The Trump rally, in short, has begun. To be sure, yesterday's frenzy could have been a relief rally as much as a Trump rally. For now, however, the Trump rally is lighting up the markets.

Persons: Donald Trump, Brian Snyder, Donald Trump's, Marc Pinto, Janus Henderson, Trump's, Tesla, Elon Musk, bitcoin, Trump, Angelo Kourkafas, Edward Jones, Yung, Yu Ma, Jesse Pound, Scott Schnipper, Alex Harring, Yun Li Organizations: Santander Arena, Reuters, CNBC, U.S, Janus, Janus Henderson Investors, Trump, Bank, General Motors, Ford, EV, Dow Jones, Nasdaq, BMO Wealth Management Locations: Reading , Pennsylvania, U.S

☆ History says US stocks have a 95% chance of finishing the year strong — no matter who gets elected
▼ + stars: | 2024-11-06 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

The S&P 500 has an outstanding track record after major rallies in the first 10 months. Here's why history and other key catalysts are on the market's side, according to Truist. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementMore than seven decades' worth of data suggest that US stocks will end 2024 on a high note. Drawdowns are inevitable, as Lerner noted that the S&P 500 typically pulls back by 5% or more three times per year.

Persons: Stocks, —, that's, Keith Lerner, Truist, Lerner Organizations: Service, Bank of America, Federal, Fed

☆ Top analyst Mayo says Trump 'is regulatory game changer,' names one bank to benefit most
▼ + stars: | 2024-11-06 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Donald Trump 's decisive victory to regain the White House could serve as a "regulatory game changer" for Wall Street banks, according to Wells Fargo. Equity analyst Mike Mayo wrote early on Wednesday that a second Trump administration could yield "more free markets, less harsh oversight," while also reducing regulatory risk. GS YTD mountain Goldman Sachs stock. "More free markets imply that investment banking revenues have a chance at exceeding 2021 levels over the next few years," Mayo said. Shares of Goldman Sachs surged more than 12%, while peers Citigroup , Bank of America and Wells Fargo all gained more than 7% each.

Persons: Donald Trump, Mike Mayo, Trump, Trump's, Goldman Sachs, Mayo, Wells Fargo Organizations: Equity, Goldman, Citigroup, Bank of America, Wells Locations: Wells Fargo, Goldman Sachs, Wisconsin, Pennsylvania

☆ Tesla could reach $1 trillion in market cap under a Trump win, says analyst Dan Ives
▼ + stars: | 2024-11-06 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

A possible Trump victory could spell massive gains for Tesla over the coming months, according to Wedbush Securities' Dan Ives. The analyst thinks the electric vehicle maker can pass the $1 trillion market cap threshold if the Republican nominee comes out on top in the U.S. presidential election. "This could ultimately add $40 to $50 per share to Tesla's stock right off the bat, and we could now be talking about a $1 trillion [or] $1.5 trillion market cap for Tesla." Tesla, which is up just 1% for the year, has a market cap of $807.1 billion through Tuesday's close. "Ultimately, I think Tesla is the most undervalued AI name in the market," he also said.

Persons: Tesla, Dan Ives, Kamala Harris, Ives, Trump, Musk Organizations: Trump, Wedbush Securities, Republican, U.S, NBC, Electoral College

☆ Here's what usually happens to the S&P 500 during a presidential election week
▼ + stars: | 2024-11-05 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

What happens to stocks during election week? In general, the market has a slightly bullish bent during election week, but you can slice it different ways. The average percentage change for the S & P 500 in the week of the election is up 0.7%, with the index gaining 63% of the time, according to Birinyi Associates. That is why the S & P 500 is only 2% below its historic high. S & P 500 earnings estimates Q3: +8.4% Oct. 1: +6.0% Q4: +10.7% Technology: +14.6% Source: LSE Seasonals are important as well The seasonal trend is very strong.

Persons: Phil Mackintosh, Goldman Sachs, Goldman Organizations: Birinyi Associates, Nasdaq, Democrat, Republican, LSE

☆ 4 portfolio stocks tied to tariff-risk jump — plus, mixed signals about another
▼ + stars: | 2024-11-04 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We're wondering if the amount of supply hitting the Treasury market is becoming more of a factor. For example, stocks with tariff risk like Club stocks Best Buy , Stanley Black & Decker , Home Depot , and Constellation Brands rallied. 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, Donald Trump, Stanley Black, Bill Newlands, Tom Jorden, It's, Piper Sandler, Piper, Wynn, Archer Daniels, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Treasury, Constellation Brands, Constellation, Energy, Wynn Resorts, Astera Labs, Diamondback Energy, Vertex Pharmaceuticals, DuPont, Archer Daniels Midland, Restaurant Brands, Emerson, Jim Cramer's Charitable Locations: Tuesday's, Modelo, Corona, Jorden, Cleveland, China

☆ NYC Marathon: The Netherlands’ Abdi Nageeye wins thrilling men’s race
▼ + stars: | 2024-11-03 | by ( Issy Ronald | ) edition.cnn.com time to read: +2 min

CNN —The Netherlands’ Abdi Nageeye won a thrilling men’s race at the New York City marathon on Sunday, while Kenya’s Sheila Chepkirui marked her debut with a victory in the women’s race. Similarly, there was a thrilling finish in the women’s race as Chepkirui accelerated just before the finish to drop her compatriot Hellen Obiri, the defending champion. Eduardo Munoz Alvarez/APIn the men’s wheelchair race, the USA’s Daniel Romanchuk took his first win at this marathon since 2019, ending Swiss star Marcel Hug’s domination of this event in recent years. Britain’s David Weir finished second, five seconds behind Romanchuk, while Japan’s Tomoki Suzuki finished another seven seconds back in third after a thrilling sprint finish. Meanwhile, Romanchuk’s compatriot Susannah Scaroni won the women’s wheelchair race by more than 10 minutes, marking the first time in the race’s history that Americans had won both wheelchair races.

Persons: Netherlands ’ Abdi Nageeye, Kenya’s Sheila Chepkirui, Nageeye, Evans Chebet, Tamarit Tola, Kenya’s Albert Korir, Hellen Obiri, Chepkirui, Obiri, Vivian Cheruiyot, Eduardo Munoz Alvarez, Daniel Romanchuk, Marcel Hug’s, Hug, Britain’s David Weir, Japan’s Tomoki Suzuki, Susannah Scaroni, ” Scaroni, “ Organizations: CNN, New York City, Runners, AP Locations: Netherlands, Kenya, New York City

☆ Wall Street views Coinbase through an election lens and soft pedals weak earnings
▼ + stars: | 2024-10-31 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +4 min

Coinbase Global's latest earnings were even weaker than expected, but with an eye toward next week's election and its effect on cryptocurrency markets, many analysts on Wall Street say the exchange is still a buy. Coinbase also warned that an October drop in the price of ether could offset growth in nontrading revenue in the current quarter. Coinbase tumbled as much as 8.6% in early trading Thursday, touching a low of $193.56. The election outcome at one point was widely viewed as a key catalyst for the price of bitcoin. On the earnings call, CEO Brian Armstrong said he expects to see "the most pro-crypto Congress ever" next year.

Persons: Coinbase, Joseph Vafi, Genuity, Citigroup's Peter Christiansen, Christiansen, –, Brian Armstrong, Piper Sandler, Patrick Moley, — CNBC's Michael Bloom Organizations: Wall, White House, Citi, Canaccord, Bank of America, SEC Locations: U.S, .

☆ Meet Glean, the enterprise AI search company that's so powerful Sam Altman deemed it a threat to OpenAI
▼ + stars: | 2024-10-31 | by ( Sri Muppidi | ) www.businessinsider.com time to read: +10 min

Among them are Anthropic, Elon Musk's xAI, OpenAI cofounder Ilya Sutskever's Safe Superintelligence, and AI search startup Perplexity. The last of the five rivals, and perhaps the least well-known, is Glean, an enterprise search assistant. Founded in 2019 by Rubrik cofounder and ex-Googler Arvind Jain, Glean helps corporate workers find information across their companies' tools and data. Related Video Sam Altman moves to Microsoft after OpenAI fires him as CEOThe company enables AI search by integrating apps like Slack and Dropbox and powering search across their company's universe of data. AdvertisementBesides enterprise search, Glean also has an AI assistant that generates answers based on search results, such as summarizing the day's Slack messages or synthesizing multiple documents.

Persons: Glean, Jain, —, Sam Altman, Elon Musk's, Ilya Sutskever's, Googler Arvind Jain, Kleiner Perkins, Deedy Das, Larry Page, Das, Bipul Sinha, Rubrik, Mamoon Hamid, Vishwanath, Tony Gentilcore, Piyush Prahladka, …, Arvind, Hamid, Paul, Rajeev Dham, they're, Slack, Altman, It's Organizations: Google, Service, Elon Musk's xAI, DST Global, Sapphire Ventures, Sequoia, Microsoft, Sony Electronics, Entrepreneurship, Indian Institute of Technology, IIT, Menlo Ventures, IIT Delhi, University of Washington, Akamai Technologies, Technology, YouTube, Kleiner Locations: Jaipur, Indian, IIT Delhi, India, Glean, Seattle

☆ Chinese EV maker BYD’s revenue beats Tesla for first time
▼ + stars: | 2024-10-30 | by ( Story Reuters | ) edition.cnn.com time to read: +2 min

Beijing (Reuters) — Chinese electric vehicle maker BYD posted an 11.5% rise in third-quarter net profit on Wednesday as it maintained strong sales momentum helped by government trade-in incentives. Net profit rose to 11.6 billion yuan ($1.63 billion) in the July-September quarter, the company said in a stock exchange filing. For the first nine months, net profit was up 18.1% to 25.2 billion yuan. With third-quarter revenue up 24% on year to 201.1 billion yuan ($28.24 billion), BYD’s quarterly revenue for the first time outpaced Tesla, whose revenue for the July-September quarter reached $25.2 billion. Tesla still beat BYD in terms of EV sales globally during July to September.

Persons: BYD, Tesla, Morgan Stanley Organizations: Reuters, Local, BYD Locations: Beijing, China

☆ We're hiking our GEHC price target, looking beyond a mixed quarter to next year's catalysts
▼ + stars: | 2024-10-30 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Organic revenue growth of 1% matched expectations. Management raised the midpoint of full-year earnings guidance despite the continued in weakness in China that has been hampering top-line organic growth. Bottom Line Results were mixed, but it comes as no surprise that the quarter was negatively impacted by weakness in China. The team continues to deliver for customers and we've seen PDx reports seven quarters of high-single-digit or double-digit organic revenue growth." Pharmaceutical Diagnostics (PDx) segment — used in radiology and nuclear medicine to deliver more precise diagnoses — was particularly strong, delivering segment revenue growth of 7% organically.

Persons: Peter Arduini, Arduini, We're, James Saccaro, Saccaro, GEHC, Jim Cramer's, Jim Cramer, Jim, Martin Schutt Organizations: GE Healthcare, Revenue, LSEG, Management, Pharmaceutical Diagnostics, General Electric, Philips, Siemens, U.S . Food, Drug Administration, GE Healthcare's, Care Solutions, CNBC, Getty Locations: China, U.S, Jena , Germany

☆ We reiterate our 1 rating on Microsoft despite its softer guidance — here's why
▼ + stars: | 2024-10-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Nearly 70% of the Fortune 500 is using Microsoft 365 Copilot and the company is seeing faster customer adoption than any other new Microsoft 365 Suite. MSFT YTD mountain Microsoft YTD Despite these positive trends and innovations, revenue guidance for next quarter fell a touch short of expectations. Microsoft 365 Commercial cloud revenue growth increased 16% year over year with seat growth up 8%. Microsoft 365 Consumer cloud revenue growth increased 7% year over year with subscribers increasing to 84.4 million from 82.4 million one quarter ago. Revenue growth ticked down sequentially to 33% annual growth, or 34% on a constant currency basis.

Persons: Nvidia's Blackwell, That's, —, Jim Cramer's, Jim Cramer, Jim, Microsoft Corporation Satya Nadella, Chalinee Thirasupa Organizations: Microsoft, Revenue, Fortune, Productivity, Dynamics, CNBC, Activision, Windows, Gaming, Microsoft Corporation Locations: OpenAI, Bangkok, Thailand

☆ Here's what analysts are looking for when Google parent Alphabet reports earnings
▼ + stars: | 2024-10-29 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Several analysts maintained their buy ratings ahead of the results and expect AI-driven gains to appear in its search and YouTube segments. Still, the consensus revenue estimate implies Alphabet could post its slowest year-over-year growth since the third quarter of 2023 . Analysts polled by LSEG expect Alphabet to earn $1.85 per share on $86.3 billion in revenue, implying year-over-year earnings and revenue growth of 19.1% and 12.5%, respectively. Like Sheridan, Black expects Alphabet's AI enhancements to support search and YouTube growth, as AI drives efficiency for advertisers. "While advertisers may express some concerns around consumer sentiment, GOOG Search remains a 'utility-like' component of advertiser budgets," he said.

Persons: Brent Thill, Thill, Goldman Sachs, Eric Sheridan, Sheridan, Benjamin Black, Black Organizations: Google, LSEG, FactSet, Citi Research, Jefferies, CNBC, Deutsche Bank Locations: Monday's

☆ Earnings playbook: Busiest week of the season includes reports from megacaps Apple and Amazon
▼ + stars: | 2024-10-27 | by ( Fred Imbert | ) www.cnbc.com time to read: +7 min

Monday Ford Motor is set to report earnings after the bell, followed by a conference call at 5 p.m. What history shows: Bespoke Investment Group data shows Ford beats earnings expectations 68% of the time. What to watch: Meta is in a good spot heading into this week's report, according to Bernstein's Mark Shmulik. Microsoft is set to report earnings after the close, with a conference call on deck for 5:30 p.m. Amazon is set to report earnings after the market close, with a conference call at 5 p.m.

Persons: Edison Yu, Yu, BioNTech, Goldman Sachs, Toshiya Hari, Hari, LSEG, Bernstein's Mark Shmulik, Morgan Stanley's Keith Weiss, AAPL, KeyBanc, Justin Post Organizations: Apple, Ford Motor . Pharmaceutical, Pfizer, Corporate America, Monday Ford, LSEG, Ford, AMD, Cloud Service, Google, Microsoft, Windows, CNBC, Management, Amazon Web Services, Bank of America, Amazon Locations: Temu, .

☆ Nvidia overtakes Apple as world’s most valuable company
▼ + stars: | 2024-10-26 | by ( Https | Media-Cldnry.S-Nbcnews.Com Image Upload Newscms | ) www.nbcnews.com time to read: +4 min

Nvidia dethroned Apple as the world’s most valuable company on Friday following a record-setting rally in the stock, powered by insatiable demand for its specialized artificial intelligence chips. Nvidia’s stock market value briefly touched $3.53 trillion, slightly above Apple’s $3.52 trillion, LSEG data showed. Nvidia ended the day up 0.8%, with a market value of $3.47 trillion, while Apple’s shares rose 0.4%, valuing the iPhone maker at $3.52 trillion. In June, Nvidia briefly became the world’s most valuable company before it was overtaken by Microsoft and Apple. Shares of Nvidia, Apple and Microsoft have an outsized influence on the richly valued technology sector as well as the broader U.S. stock market, with the trio accounting for about a fifth of the S&P 500 index’s weight.

Persons: OpenAI, ”, Russ Mould, AJ Bell, ” Nvidia’s, TSMC, Rick Meckler, “ Organizations: Nvidia, Apple, Microsoft, Western Digital, ”, chipmaker, Huawei, Federal Reserve, Cherry Lane Investments Locations: United States, China, New Vernon , New Jersey

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