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☆ Here’s our April rapid-fire update on the stocks in Cramer’s Charitable Trust
▼ + stars: | 2023-04-26 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

When AMD reports earnings next week, we'll be looking for signs that its integration of Xilinx has proven a success. Amazon (AMZN): Investors will be looking closely at profit margins and the growth rate at cloud unit Amazon Web Services when the company reports earnings after the closing bell Thursday. After a disappointing fourth-quarter print, we're hoping to see evidence that CEO Jim Farley has righted the ship. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

April 25 (Reuters) - Texas Instruments (TXN.O) forecast second-quarter revenue and profit below Wall Street estimates on Tuesday, signaling demand weakness is spreading to most of the analog chipmaker's end-markets. The company's revenue in both the personal electronics segment and the division that caters to data center servers fell 30% in the first quarter from the fourth quarter. Industrial market revenue was flat. Still automotive was a bright spot in the first quarter, with revenue up mid-single digits, the company said. The company forecast revenue in the current quarter in the range of $4.17 billion to $4.53 billion versus estimates of $4.44 billion.

☆ Earnings playbook: Your guide to a busy week of earnings, featuring Meta and Amazon
▼ + stars: | 2023-04-24 | by ( Fred Imbert | ) www.cnbc.com time to read: +13 min

What history shows: GM has reported a better-than-expected bottom line in 29 of the last 30 quarters, per FactSet. McDonald's is set to report earnings in the premarket, with management slated to hold a call at 8:30 a.m. What history shows: History shows Google's parent company beats earnings expectations 68% of the time, with the stock averaging a gain of 1.6% on earnings day, per Bespoke. Meta Platforms is set to report earnings after market close, followed by a conference call at 5 p.m. What history shows: Bespoke data shows Intel beats earnings expectations 77% of the time.

☆ Piper Sandler calls generative A.I. the next $100 billion tech revolution, names stocks to play it
▼ + stars: | 2023-04-14 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

"We see Generative AI as the next major revolution in technology that could have far reaching implications across both consumer and enterprise sectors," wrote analyst Brent Bracelin in a Friday note to clients, calling generative AI the "next $100B+ technology revolution." Amazon Web Services is also launching Bedrock , a generative AI service that's geared toward developers. Given this setup for the industry, Piper Sandler named some of its top picks to play the growing field. Microsoft seemed to win the first marketing battle, but Piper Sandler sees Alphabet as well-positioned for AI given its yearslong use of AI and machine learning in its search products. Despite the run up in shares, Piper Sandler expects nearly 7% downside for the stock from Thursday's close.

☆ Here are the stocks Jim Cramer thinks are the 'greatest moves of our era'
▼ + stars: | 2023-04-13 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +1 min

Investors who sell stocks from a "place of fear" run the risk of missing the "greatest moves of our era," CNBC's Jim Cramer said Thursday. There are more than a few stocks that represent powerful value for investors who are able to look past "seemingly random" daily price action, Cramer continued. Tech stocks, long beaten down, now offer upside for investors, Cramer said. Owning longtime favorite Nvidia has been challenging for investors when PC sales slumped amid the broader economic downturn, Cramer said. It's the perfect opportunity to get into the market, Cramer concluded, before everyone else catches on.

☆ Goldman's top trades heading into earnings season
▼ + stars: | 2023-04-12 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

First-quarter earnings season kicks off this week and Goldman Sachs analysts see upward earnings revisions driving several stocks higher. Last quarter, single stock volatility on earnings events were near a decade high, Marshall said. His team expects moves on companies' earnings days to remain elevated "even as non-earnings day moves decline with macro volatility." Its analysts are projecting 7% earnings growth for the first quarter and 5% over the next four quarters. The chipmaker's earnings are projected to fall 7% in the most recent quarter, Goldman said.

☆ Chip stocks posted their best quarter since 2020. What's next for the sector and why the rally may fade
▼ + stars: | 2023-04-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +8 min

Chip stocks made a breathtaking comeback in the first quarter, but don't be surprised if the rally gives up some of its gains, investors warn. The semiconductor sector on Friday wrapped up its best quarter since 2020 as investors rotated back into the downtrodden industry, with names like Nvidia notching its best quarterly stretch since 2001. The recent tear in semiconductor stocks brings the sector into overbought territory versus non-financial cyclicals, said Credit Suisse's Andrew Garthwaite in a recent note. Like many investors, Niles views Nvidia as a dominant AI play despite its rich valuation . While the stock's given those gains, many investors viewed the print as a sign of a bottom.

☆ Futures fall as investors await key economic data amid recession fears
▼ + stars: | 2023-04-05 | by ( ) www.reuters.com time to read: +3 min

ET, Dow e-minis were down 46 points, or 0.14%, S&P 500 e-minis were down 8.75 points, or 0.21%, and Nasdaq 100 e-minis were down 30.5 points, or 0.23%. Weak job openings data and falling factory orders on Tuesday followed soft manufacturing activity data on Monday, sparking fresh concerns about economic outlook and pushing the S&P 500 (.SPX) to snap a four-day winning streak in the prior session. Escalating oil prices following the OPEC+ group's output cuts have also worsened the outlook for inflation, adding to investors' anxiety. Both the benchmark S&P 500 and tech-heavy Nasdaq (.IXIC) are on track to notch weekly declines in four in the holiday-shortened week. Reporting by Ankika Biswas in Bengaluru; Editing by Nivedita BhattacharjeeOur Standards: The Thomson Reuters Trust Principles.

Among major S&P 500 sectors, technology (.SPLRCT) has quarterly gains of about 20%, while the financials index (.SPSY) is set for its worst quarter since June. A closely watched Commerce Department report on Friday showed U.S. consumer spending rose moderately in February, while inflation also cooled. Limiting gains, Micron Technology (MU.O) dropped 2.7% after news that China was set to review the chipmaker's products sold in the country. Advancing issues outnumbered decliners by a 5.73-to-1 ratio on the NYSE and by a 2.76-to-1 ratio on the Nasdaq. The S&P index recorded 14 new 52-week highs and no new low, while the Nasdaq recorded 57 new highs and 98 new lows.

Stock Chart Icon Stock chart icon Nvidia's stock performance year to date. Stock Chart Icon Stock chart icon Meta's stock performance year to date. Stock Chart Icon Stock chart icon Devon Energy's stock performance year to date. Stock Chart Icon Stock chart icon Johnson & Johnson's stock performance year to date. Stock Chart Icon Stock chart icon Honeywell's year to date stock performance.

☆ Bernstein's market-beating stock model loves 4 Club holdings. Here's where we stand on each
▼ + stars: | 2023-03-29 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Four Club holdings — including Meta Platforms (META) and Pioneer Natural Resources (PXD) — are among the 12 best-positioned stocks right now, investment bank Bernstein told clients Wednesday. A third characteristic shared by all 12 stock is not being a so-called "crowded trade," as measured by Bernstein's Crowding Model. Meta Platforms Bernstein's take: Meta's aggressive cost-cutting efforts are likely factored into the social media giant's stock price in full, according to the firm. Pioneer Natural Resources Bernstein's take: Pioneer has "the simplest and most reliable" operating model within the energy sector, analysts wrote. Devon Energy Bernstein's take: The firm sees Devon as the best "turnaround story" in the U.S. shale sector, noting that past performance has sometimes been "marred by shaky strategic decisions."

The firm has a price target of $65, which implies 9.6% from the stock's closing price on Tuesday. Meanwhile, JPMorgan said that it is "starting to see some light at the end of the tunnel" for Micron as inventory levels begin to improve. The firm has a price target of $75, implying 26.5% upside from Tuesday's close price. His price target of $46 implies shares falling by almost a third from their closing price on Tuesday. Micron shares have rallied more than 18% in 2023, but have tumbled 27.7% over the last 12 months.

☆ Here's our March rapid-fire update on all 36 stocks in Jim Cramer's Investing Club portfolio
▼ + stars: | 2023-03-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +13 min

Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. But importantly, the chipmaker has joined Apple in rarified air, becoming an "own it, don't trade it" stock for the Club. The company's business can withstand an economic slowdown and benefits from a weaker U.S. dollar because of its large international presence. 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.

☆ Nvidia stock rides the 'iPhone moment of AI' to add $87 billion in market cap through the banking crisis
▼ + stars: | 2023-03-23 | by ( Anil Varma | ) www.businessinsider.com time to read: +4 min

Nvidia has breezed through the banking turmoil, and is the S&P 500's best performer with a 81% rise year-to-date. The chipmaker has added $87 billion in market value since Silicon Valley Bank was taken over by regulators. "We are at the iPhone moment of AI," CEO Jensen Huang said this week amid the ChatGPT buzz. At about $654 billion, Nvidia is valued almost six times as much as its longtime rival Intel. NVIDIA stock has significantly outperformed the US stock market.

☆ Nvidia's 'dominant A.I. leadership' is clear after GTC developer conference, Wall Street analysts say
▼ + stars: | 2023-03-22 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

If there's one takeaway from Nvidia 's developer conference, it's the computing firm's dominant leadership in artificial intelligence, according to Wall Street analysts. Investors piled into Nvidia shares this year as they sought ways to play the growing AI trend. NVDA 1Y mountain Nvidia shares 1-year The event only added to their confidence in the stock. to a multi $Tn+ IT/Infrastructure as a service industry TAM from narrower chip-only industry opportunity," Arya wrote to clients on Tuesday. JPMorgan's Harlan Sur reiterated an overweight rating, saying Nvidia's "dominant AI leadership" is clear following the event.

☆ Club meeting recap: Banking assurances boost market, but Jim Cramer still sees room to buy Meta
▼ + stars: | 2023-03-21 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Morgan Stanley upgrades EMR Morgan Stanley on Tuesday upgraded Club holding Emerson Electric (EMR) to overweight from equal weight (buy from hold) with a small $1-per-share price target boost to $96. Morgan Stanley endorses Meta In a separate research note Tuesday, Morgan Stanley upgraded Meta Platforms (META) to overweight from equal weight (buy from hold) with a price target of $250 per share, up from $190. 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 .

☆ Jim Cramer's top 10 things to watch in the stock market Tuesday: First Republic, Nvidia, Meta
▼ + stars: | 2023-03-21 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Big day for Club holding Nvidia (NVDA). Citi sees Club holding Amazon (AMZN) becoming more profitable as the scope of job cuts comes into focus. Morgan Stanley looks at the Financial Times report that Club holding Microsoft (MSFT) plans to launch an app store for mobile games. Club holding Emerson Electric (EMR) upgraded to overweight from equal weight (buy from hold) at Morgan Stanley. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here’s our fourth-quarter earnings report card for all the stocks in our portfolio
▼ + stars: | 2023-03-10 | by ( Zev Fima | ) www.cnbc.com time to read: +20 min

Fourth-quarter earnings season is in the rearview mirror and most Club stocks reported results ahead of, or in line with, analysts' forecasts. Moreover, excluding foreign exchange fluctuations, this marked the ninth quarter in a row of 20% or better annual earnings growth. Nvidia (NVDA) reported a very strong quarter and better-than-expected guidance for the current quarter . Eli Lilly 's (LLY) fourth-quarter results came up a bit short on revenue but delivered a strong bottom line. Despite missing on top-line expectations, Wells Fargo 's (WFC) earnings came in better-than-expected, as the bank realized the benefits of higher interest rates .

☆ Infineon exec discusses the German chipmaker's $830 million Canada chip deal
▼ + stars: | 2023-03-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInfineon exec discusses the German chipmaker's $830 million Canada chip dealAdam White, president of Infineon's power division, explains what the company's $830 million acquisition of Canadian semiconductor firm GaN Systems means for its business.

Generative AI boost for Nvidia NVDA 1Y mountain Nvidia (NVDA) 1-year performance Nvidia (NVDA) was the Club's biggest winner in January, climbing 33.7%, and in February its 18.8% monthly gain is second to only Bausch Health (BHC). The stock's exceptional performance this year goes much deeper to company-specific factors — specifically, all the buzz around generative artificial intelligence (AI). "AI adoption is at an inflection point," Nvidia CEO Jensen Huang said on the chipmaker's earnings conference call last week. Bausch bounces, but questions remain BHC 1Y mountain Bausch Health (BHC) 1-year performance Bausch Health (BHC) has had an incredible start to the year, climbing roughly 21% in both January and February. Efficiency commitment lifts Meta META 1Y mountain Meta Platform (META) 1-year performance Meta Platforms (META) has really turned it around, gaining roughly 24% in January and over 17% in February.

☆ Inflation takes a back seat to earnings next week as stocks look to bounce back
▼ + stars: | 2023-02-24 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +7 min

The latest Fed projection for the so-called terminal rate — the level where the rate hikes stop — was just over 5%. Before this past week, those intraday levels hadn't been seen since November 2022. ET: ISM Services Looking back January's hot reading on core PCE on Friday was the most influential economic number of the past week. In Club earnings this past week, Nvidia (NVDA) was certainly the highlight. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Nvidia stock jumps on Wall Street praise, bolstering the Club case in the chipmaker
▼ + stars: | 2023-02-23 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Fourteen of those 18 analysts rate the stock a buy, or buy equivalent, compared with four who maintain hold ratings. But Goldman Sachs was the only bank to raise its stock rating on Nvidia, to buy from neutral, making its research note on the chipmaker Thursday's most notable. In addition to now recommending clients buy Nvidia stock, Goldman boosted its 12-month price target to $275 a share from $162. Big picture NVDA 1Y mountain Nvidia's stock performance over the past 12 months. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Intel slashes dividend by over 65%, to 12.5 cents
▼ + stars: | 2023-02-22 | by ( Rohan Goswami | ) www.cnbc.com time to read: +1 min

Intel CEO Pat Gelsinger pictured during the 'Chips for health' event at the Grischa Hotel at the World Economic Forum in Davos, Switzerland, on May 24, 2022. Intel cut its quarterly dividend by more than 65%, from 36.5 cents to 12.5 cents, the chipmaker announced Wednesday, weeks after the company implemented a wide-ranging set of cost cuts. "Prudent allocation of our owners' capital is important to enable our IDM 2.0 strategy and sustain our momentum as we rebuild our execution engine," CEO Pat Gelsinger said in a press release announcing the cut. Intel guided to a 15 cent non-GAAP loss per share but didn't issue full-year guidance, citing economic uncertainty. "No words can portray or explain the historic collapse of Intel," Rosenblatt analyst Hans Mosesmann wrote after the earnings report.

☆ Nvidia vs. TSMC: Wall Street pros name their favorite stock as chip battle heats up
▼ + stars: | 2023-02-21 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

Warren Buffett's Berkshire Hathaway has dumped most of its stake in TSMC, just months after buying the Taiwanese chipmaker's stock. TSMC TSMC, meanwhile, is sometimes seen as a barometer of the strength of the U.S. consumer, with Apple among its biggest customers. This is a Game of Thrones battle and AI is here to stay with Nvidia a great play on that front. TSMC is a global chip recovery play that is well positioned with Nvidia in the left lane of innovation," he told CNBC Pro. "TSMC is the short-term play with Nvidia more of the longer-term AI bet."

☆ VMware, Broadcom extend merger close deadline by three months
▼ + stars: | 2023-02-17 | by ( ) www.reuters.com time to read: +1 min

Feb 17 (Reuters) - Cloud computing company VMware Inc (VMW.N) and chipmaker Broadcom Inc (AVGO.O) extended the date by which their $61 billion merger is to be completed by 90 days, according to a regulatory filing on Friday. The new "outside date" for the deal is May 26, the filing said. Broadcom's move comes as regulators worldwide ramp up scrutiny of deals by Big Tech. A Broadcom spokesperson said it was common for acquisitions of this size to extend their deal deadline. Reporting by Tiyashi Datta in Bengaluru; Editing by Shailesh Kuber and Leslie AdlerOur Standards: The Thomson Reuters Trust Principles.

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