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☆ Friday analyst calls: Street sticking with Pinterest, Citi upgrades Liberty Global, United Airlines could surge
▼ + stars: | 2024-02-09 | by ( Hakyung Kim | ) www.cnbc.com time to read: +11 min

United Airlines' shares got a premarket lift following an upgrade at Evercore, and Bank of America dropped its price target on Expedia. He raised the price target to $300 from $225, which implies shares could gain 14.6% from Thursday's close. He also lowered his price target to $181 from $156, which implies 13.5% upside potential from Thursday's close. ET United Airlines shares could surge 56%, according to Evercore Evercore upgraded shares of United Airlines to outperform from in-line. He reiterated his $48 price target on shares, which suggests around 18% upside from the stock's closing price on Thursday.

Persons: Pinterest, Morgan Stanley, TransDigm, CyberArk, Tal Liani, Liani, Kim, Justin, Post, Expedia, — Hakyung Kim, Goldman Sachs, Kate McShane, Gary Millerchip's, McShane, Evercore Evercore, Duane Pfennigwerth, Pfennigwerth, Morgan Stanley's, Kristine Liwag, Liwag, there's, LBTY, Georgios Ierodiaconou, Ierodiaconou, Stephen Ju, Ju, Goldman, Eric Sheridan, . Bank of America's Justin Post Organizations: CNBC, Citi, Liberty Global, United Airlines, Bank of America, Bank of America's, Palo, Costco, Incoming, Kroger, Liberty, Wall Street's, UBS, Pinterest, Google, . Bank of America's, Post Locations: underappreciated, Thursday's, Wall

☆ Inside Project Espresso, Amazon's secretive and painful reset of its big healthcare bet
▼ + stars: | 2024-02-09 | by ( Eugene Kim | ) www.businessinsider.com time to read: +9 min

It already shut down the Amazon Care telehealth service in 2022, while disbanding Haven , a joint healthcare venture, in 2021. She said Amazon's healthcare business continues to grow and receive positive customer feedback. Less focus on senior healthcareAnother idea One Medical recently explored was to put less focus on the senior healthcare business. Still, for some One Medical employees, Amazon’s scrutiny is leading to growing frustration. “As Trent Green communicated to employees, One Medical employees will not return to physical offices at this time.

Persons: Big, Samantha Kruse, ” Kruse, Andy Jassy Chelsea Jia Feng, Neil Lindsay, ” Amazon’s Kruse, Amazon's Kruse, Lindsay, ”, Amir Dan Rubin, Kruse, Amazon’s, “, Trent Green Organizations: Business, Amazon, Care, Amazon Health Services, Amazon's Pharmacy, Amazon Health, Iora Health, Iora, “ Locations: New York, Minneapolis, St, Petersburg , Florida, Francisco

☆ In a leaked email, Amazon's healthcare boss tells employees not to believe 'speculation' about its business one day after announcing layoffs
▼ + stars: | 2024-02-07 | by ( Eugene Kim | ) www.businessinsider.com time to read: +3 min

The head of Amazon's healthcare business wants employees to know Tuesday's layoffs are part of a normal business cycle, not a sign of underperformance. He noted that other companies have also made similar job cuts lately, urging employees not to believe the "pundits" who may say negative things about Amazon's healthcare business. "As often happens with changes like this, some pundits may speculate that we're eliminating roles because our health care business is underperforming — don't believe this speculation. In a separate email on Tuesday , Lindsay highlighted the growth of Amazon's healthcare business, saying the layoffs were intended to "reposition resources" so the company can better invest in other growth areas. He also said Amazon integrated One Medical's finance, legal, and tech teams into Amazon's healthcare business as it looks to "realign resources."

Persons: Neil Lindsay, —, Lindsay, we've Organizations: Service, Business, Amazon Health Services, Amazon, Pharmacy, Amazon Pharmacy, we've, Amazon Clinic Locations: U.S

☆ Here’s what major analysts are chattering about before Disney earnings
▼ + stars: | 2024-02-07 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Analysts are largely bullish on Walt Disney stock ahead of the media company's fiscal first-quarter earnings out Wednesday afternoon. But analysts are not sure about the effect of the move on Disney's share price just yet. Analysts are generally optimistic on Disney ahead of earnings, with some even thinking the stock is trading at a cheaper valuation than it should be. Disney remains Morgan Stanley's sole overweight media stock given the firm's bullish view on parks and streaming, analyst Benjamin Swinburne wrote in a Monday note. DIS 1Y mountain Disney stock.

Persons: Wells, Steven Cahall, Morgan Stanley's, Benjamin Swinburne, Swinburne, Jason Bazinet, Bazinet, Hugh Johnston, Disney, Blackwells, Nelson Peltz's Organizations: Walt Disney, Disney, Blackwells, ESPN, Fox, Warner Bros . Discovery, UBS, Big Tech, Citi, Hulu, DIS, Capital, Fund Management Locations: rebundling, Tuesday's, F1Q23

He also said that Flywire trading at a discount of about 25% is "unwarranted given the company's strong competitive position and organic revenue growth trajectory." "These risks along with a tough demand setting is likely to remove any support for the stock price." — Alex Harring 5:29 a.m.: BTIG moves to sidelines on McDonald's after earnings BTIG has a different taste in its mouth about McDonald's following earnings. The bank upgraded the delivery giant to buy from neutral and hiked its price target to $175 from $160. "We expect management to deliver a strong cost reduction program to support margin expansion and attractive EPS growth despite facing a backdrop of muted revenue growth," analyst Thomas Wadewitz wrote.

Persons: Flywire, Nate Svensson, That's, Svensson, — Alex Harring, Gross, Manav Gupta, Gupta, Jairam Nathan, Nathan, Tesla, Li, Edison Yu, Yu, Piper Sandler, Arvind Ramnani, Chegg, Ramnani, Alex Harring, Tyler Radke, Palantir, Radke, BTIG, Peter Saleh, Saleh, McDonald's, Thomas Wadewitz, Wadewitz, Fred Imbert Organizations: CNBC, Parcel Service, Deutsche Bank, UBS, Leadership, Li Auto, KraneShares CSI China Internet, Citi, Wall, Revenue, UPS Locations: Tuesday's premarket, Monday's, U.S, Israel

☆ China auto stock to rebound by 45% amid market rout, Deutsche Bank says
▼ + stars: | 2024-02-06 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Investors have an attractive entry point for Li Auto after a recent sell-off, said Deutsche Bank. His new target implies shares can surge 46.4% over the next year from Monday's closing level. LI KWEB 3M mountain Li Auto vs. the ETF, 3-months This underperformance comes despite Li having a "best-in-class" management team, the analyst said. Yu noted he used a lower multiple for Li Auto given the broader de-rating across Chinese ADR shares and global electric vehicle makers. Li shares popped more than 6% in early trading Tuesday.

Persons: Li, Edison Yu, Yu, Yu's Organizations: Li Auto, Deutsche Bank, CSI China Internet, Li Locations: U.S, China, Shanghai

☆ Stocks making the biggest moves midday: Palantir, Spotify, UPS, DocuSign and more
▼ + stars: | 2024-02-06 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

In its second quarter, the materials company posted earnings of 36 cents per share, greater than the 26 cents per share anticipated by analysts polled by StreetAccount. In its fourth quarter, the company posted adjusted earnings of 87 cents per share, compared to guidance of 85 cents to 87 cents in earnings per share. The company said it was committed to announcing a $3.5 billion share buyback for the first half of the year. The insurance service company reported adjusted earnings of $7.44 per share, topping the FactSet consensus estimate of $7.05 in earnings per share. Analysts polled by FactSet were expecting earnings of $1.08 per share on revenue of $1.24 billion.

Persons: Li, Willis Towers Watson, Gil Shwed, DocuSign, FactSet, Rambus, — CNBC's Michelle Fox, Alex Harring, Hakyung Kim, Yun Li, Tanaya Macheel, Jesse Pound, Pia Singh Organizations: LSEG, StreetAccount, GE HealthCare Technologies, FactSet, Li Auto, Deutsche Bank, Spotify Technology, DuPont de Nemours, BP —, BP, Simon Property Group, Simon Property, United Parcel Service, UBS, Software Technologies, UBS — U.S, FMC Locations: StreetAccount ., FactSet ., Mississippi, Dalton , Georgia, Dalton, Swiss

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, UPS, Disney, UBS, Broadcom, Palantir, Tyson & more
▼ + stars: | 2024-02-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Deutsche Bank initiates Flywire as buy Deutsche said it sees an attractive entry point for the payments company. " "We are initiating coverage of Sprinklr with a Buy rating and a $16 price target. UBS upgrades UPS to buy from neutral UBS said in its upgrade of the stock that it sees "attractive EPS growth." Deutsche Bank reiterates Disney as buy Deutsche said it's sticking with its buy rating on Disney heading into earnings on Wednesday. "We are downgrading TSLA stock rating to 3/Neutral from 2/Outperform as we see corporate governance concerns aggravating already tough financial conditions in 2024."

Persons: Rosenblatt, Sprinklr, Bernstein, Tesla, underperform Bernstein, Morgan Stanley, Apple, it's bullish, Daiwa, Piper Sandler downgrades Chegg, Piper, Myers, Redburn, Northcoast, JPMorgan Organizations: Deutsche Bank, Li Auto, Deutsche, Education, Healthcare, UBS, Disney, OI, company's, Tesla, JPMorgan, Broadcom, Bank of America, Tyson Foods, underperform Bank of America, Citi, UFC, WWE, Global Locations: McDonald's, PLTR

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Mattel, Amazon, Tesla, Charter, Cigna, Tapestry & more
▼ + stars: | 2024-02-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Monday's biggest calls on Wall Street: Goldman Sachs reiterates Nvidia as buy Goldman raised its price target on the stock to $800 per share from $625. "So, since our price target is > $135, we must necessarily believe that Tesla's OTHER businesses will emerge to drive upside. JPMorgan downgrades Mattel to neutral from overweight JPMorgan said in its downgrade of Mattel that the Barbie boost was short-lived for the toy company. JPMorgan reiterates Amazon as overweight JPMorgan said it's standing by top idea Amazon. " JPMorgan reiterates PayPal as overweight JPMorgan said it's standing by PayPal heading into earnings later this week.

Persons: Goldman Sachs, Goldman, Cantor Fitzgerald, Cantor, it's, Piper Sandler, Tesla, Piper, Riley downgrades, Redburn, TD Cowen, Smith Douglas, it's bullish, JPMorgan downgrades, Barbie, Evercore, …, Moffett, Guggenheim, Davidson downgrades Clorox, cyberattack Organizations: Nvidia, Bank of America, Apple, Apple's, Vision, Tesla Energy, Cedar Fair, SIX, Citi, JPMorgan downgrades, JPMorgan, Broadband, Companies, Smith, Smith Douglas Homes, JPMorgan downgrades Mattel, Mattel, Guggenheim, Inc, DA, PayPal Locations: United States

☆ Buy these top tech stocks before it's too late, Morgan Stanley says
▼ + stars: | 2024-02-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Palo Alto Networks Analyst Hamza Fodderwala said the firm's recent security checks show cyber threats remain a top priority for IT. That bodes well for Palo Alto in 2024 and beyond, according to Fodderwala. Further, Palo Alto is better positioned for AI than investors believe, Fodderwala added. Palo Alto is scheduled to report earnings in late February. But investor skepticism remains leaving Hettenbach to pound the table for RCM shares.

Persons: Morgan Stanley, James Faucette, Faucette, Hamza Fodderwala, Fodderwala, Craig Hettenbach, Hettenbach, Docebo Organizations: CNBC, Palo Alto Locations: Palo Alto, Docebo, Tenable, Palo, Hettenbach

☆ Activist pushes Mattel to fix American Girl, Fisher-Price brands or sell them off
▼ + stars: | 2024-02-02 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +2 min

Activist investor Barington Capital is pushing Mattel to consider selling off its American Girl and Fisher-Price brands, citing underperformance within the divisions. Mattel shares were up around 3% in premarket trading Friday following a letter sent to Mattel Thursday, which was first reported by the Wall Street Journal. American Girl and Fisher-Price, two iconic brands, are among the most popular in their respective markets. Mitarotonda said that if Mattel cannot stymie continued erosion in both Fisher-Price and American Girl, which has suffered similar declines, the company "may not be the right owner of these brands." "We believe that these brands are now detracting from the success at Mattel's other segments and hurting shareholder value," Mitarotonda said in a release.

Persons: Barbie, Barington, Price, Fisher, Barington's James Mitarotonda, Ynon Kreiz, Mitarotonda, Mattel, Kreiz, Michael Dolan, Dolan Organizations: Mattel Inc, Mattel, American, Price, Wall Street, Fisher, Bacardi, IMG, Young, Body Works, Darden Locations: El Segundo , California

☆ Here are Thursday's biggest analyst calls: Nvidia, Apple, Microsoft, Qualcomm, Target, AT&T, Tesla & more
▼ + stars: | 2024-02-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: Morgan Stanley downgrades ZoomInfo to equal weight from overweight Morgan Stanley said it sees a slowing recovery for the software company. Morgan Stanley reiterates General Motors as overweight Morgan Stanley said it's standing by the auto giant and that GM shares are "cheap." Mizuho reiterates Nvidia as buy Mizuho said it's standing by the stock heading into its GTC Conference in March. Morgan Stanley names Docebo a top pick Morgan Stanley named the ed-tech company a top pick. " Morgan Stanley reiterates Bloom Energy as overweight Morgan Stanley said the energy company is an "underappreciated AI winner."

Persons: Morgan Stanley downgrades ZoomInfo, Morgan Stanley, Oppenheimer, AAPL, it's, Mizuho, Goldman Sachs, Goldman, Redburn, Tesla, Daiwa, Jefferies, StoneCo, Wells, JPMorgan downgrades Lennox, LII, Docebo, Kraft Heinz, Mondelez, Kate McShane, Wolfe, Cash Organizations: OW, Apple, Motors, Nvidia, Conference, Citi, Qualcomm, Samsung, Deutsche Bank, Deutsche, Humana, Microsoft, Rockwell Automation, Rockwell, JPMorgan, UBS, SilverBow Resources, Regency, Kraft, Target, RBC downgrades New York Community Bancorp, RBC, New, Community Bancorp, Bloom Energy, Boston Scientific, Mizuho Locations: Boston

☆ Buy these high-quality small-cap stocks with solid growth and attractive valuations, Goldman Sachs says
▼ + stars: | 2024-02-01 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Although small-cap stocks have taken a hit so far this year, Goldman Sachs thinks expectations of a healthier economic backdrop make the group look attractive — especially since they're already trading at fairly cheap valuations. Analyst Eric Sheridan initiated shares at a buy with a $16.50 price target in December. Goldman thinks shares could gain more than 50% over the next year, according to last week's closing price. Solar equipment company Shoals Technologies is another Goldman small-cap favorite. Other small-cap companies Goldman likes include coconut water company Vita Coco , food packaging company Sealed Air and crowd-sourced reviews platform Yelp .

Persons: Goldman Sachs, Russell, Deep Mehta, Mehta, Eric Sheridan, Goldman, — Goldman, Shoals, Tinder, Vita Coco, — CNBC's Michael Bloom Organizations: Goldman, Technologies, Barclays Locations: Wells, Wednesday's

☆ These Apple suppliers have the most to win or lose from the tech giant's upcoming earnings
▼ + stars: | 2024-01-31 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Reverberations from Apple 's earnings report will likely be felt across the hardware sector. A cottage industry of suppliers depends on Apple and the suppliers' stocks have a history of moving in tandem with the big technology name. To find these stocks, CNBC Pro screened FactSet for companies that provide Apple with supplies and have the highest correlation in stock price over a 20-week period. In 2023, the stock climbed nearly 39%, outperforming the broader market while underperforming the technology-heavy Nasdaq Composite . The average price target on the Street implies shares can add more than 4% in the next year.

Persons: Amkor, IXIC, Wall, Apple, —, Nick Wells Organizations: Apple, Investors, CNBC Pro, Nasdaq, Wall, Qualcomm Locations: underperformance

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Alphabet, Microsoft, AMD, Meta, Spotify & more
▼ + stars: | 2024-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Microsoft as overweight Morgan Stanley raised its price target on the stock to $465 per share from $450 following earnings. Morgan Stanley reiterates Alphabet as overweight Morgan Stanley raised its price target on the stock to $165 per share from $150 and said it's standing by Alphabet shares after earnings on Tuesday. " Bank of America reiterates Meta as buy Bank of America said it's bullish heading into Meta earnings on Thursday. Bank of America reiterates Advanced Micro Devices as buy Bank of America said it's standing by its buy rating following earnings on Tuesday. Morgan Stanley downgrades Sofi to underweight from equal weight Morgan Stanley said in its downgrade of SoFI that it sees too many "near-term revenue headwinds."

Persons: Morgan Stanley, it's, Johnson, William Blair, Roth, Stryker, SYK, Morgan Stanley downgrades Sofi, Baird, Tesla, Elon Musk's, Elon, Wells Organizations: Bank of America, Meta, " Bank of America, Devices, AMD, Citi downgrades Deutsche Bank, Citi, Deutsche, Deutsche Bank, Palo Alto Networks, UPS, Argus, Canaccord, UBS, Informa Tech, UW, Barclays, Verizon, JPMorgan, Apple, GFL, Spotify Locations: GenAI, Georgia

☆ Amazon shares are running into stiff resistance ahead of earnings, according to the charts
▼ + stars: | 2024-01-30 | by ( Todd Gordon | ) www.cnbc.com time to read: +4 min

Amazon (AMZN) is set to report earnings this Thursday after the bell with the stock on a roll and expectations high. However, there are signs that the impressive run may be headed for overhead resistance, according to the charts. Further, there are signs within the consumer discretionary sector that recent underperformance compared to the rest of the 'growth trade' may persist. The consumer discretionary space has been showing signs of weakness relative to the other growth/offensive sectors like technology and communications that continue to power ahead. If so, the sub-mega cap companies in consumer discretionary may have their work cut out for them.

Persons: It's, XLY, Gordon, AMZN Organizations: Edge, Netflix Locations: AMZN, TSLA, Tesla

☆ Here are Monday's biggest analyst calls: Nvidia, Netflix, Apple, Micron, Hershey, Dollar Tree, Qualcomm & more
▼ + stars: | 2024-01-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

JPMorgan upgrades Dollar Tree to overweight from neutral JPMorgan said in its upgrade of the stock that it's a "self-help" story. Bernstein upgrades Hershey to outperform from market perform Bernstein said in its upgrade of the chocolate maker that market share trends are improving. " Goldman Sachs reiterates Nvidia & Micron as buys Goldman said it's standing by shares of Nvidia and Micron. Bank of America upgrades ZoomInfo to buy from neutral Bank of America said the software company is a "self-help" story. Bernstein reiterates Qualcomm as outperform Bernstein said it's bullish heading into Qualcomm earnings later this week.

Persons: Wells, Jefferies, it's, Evercore, Bernstein, Hershey, Goldman Sachs, Goldman, Raymond James, Sherwin, Williams, Morgan Stanley, William Blair, Morgan Stanley downgrades Brown, Forman Organizations: UBS, Amazon, Amazon Web Services, Citi, Air, Deutsche Bank, TFI, Deutsche, JPMorgan, Warner Brothers Discovery, Microsoft, Meta, YouTube, Nvidia, Micron, MU, Netflix, Barclays, Apple, Colgate, Palmolive, " Bank of America, of America, Beam Therapeutics, Bank of America, Builders, Devices, AMD, Qualcomm Locations: Norfolk Southern, Atlanta

☆ This ETF tracking European stocks like LVMH gives U.S. traders access to a global comeback story
▼ + stars: | 2024-01-29 | by ( Katie Stockton | ) www.cnbc.com time to read: +7 min

Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. 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: bellwether LVMH Moet Hennessy Louis Vuitton, IEUR Organizations: Fairlead, CNBC Pro, Securities Locations: Europe, IEUR, Japan

☆ Chinese stocks are starting to turn around. How to play it
▼ + stars: | 2024-01-28 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +5 min

Chinese stocks ended the week with four straight days of gains — a rare upswing after a dismal start to the year. "Investing in China, you have to have an active strategy," he said, emphasizing the need to focus on industries that receive policy support. All three are listed on mainland Chinese stock exchanges. In the past six months, foreign investors have pulled around $30 billion from mainland Chinese A shares, the report said. Citi analysts also include adidas and Kone in their basket of European stocks with China exposure.

Persons: David Chao, Chao, Pan Gongsheng, Edward Chan, Schelling Xie, Xie, CRRC, —, Peter Alexander, Alexander, — CNBC's Michael Bloom Organizations: Asia Pacific, People's Bank of China, PBOC, . Federal Reserve, Financial Regulatory Administration, CNBC, HSBC, Hong, Citi, adidas, Kone Locations: Asia, Japan, Invesco, China, Beijing, Hong Kong, Shanghai, U.S

☆ Buy or avoid China? The pros share their take — and stock picks
▼ + stars: | 2024-01-26 | by ( Weizhen Tan | ) www.cnbc.com time to read: +6 min

But this week, China embarked on monetary easing as it pledged to reduce the amount of liquidity that its banks are required to hold as reserves. Earlier this week, Bloomberg News, citing sources, reported that China is considering a $278 billion package to rescue its stock markets. Andrew Lapping, chief investment officer at Ranmore Fund Management , says the sharp decline in China markets is an "opportunity." "So the stock market is certainly putting much higher equity risk premium ... there are also concerns about policy direction, policy clarity ... Renewable energy: China Longyuan Power Group, China Resources Power.

Persons: Brendan Ahern, CNBC's, Andrew, Winnie Wu, Guy Spier, CNBC's Tanvir Gill, —, Wu, what's, Ahern, Amundi, It's, Morgan Stanley, Michael Bloom, Evelyn Cheng Organizations: Bloomberg, Investors, Ranmore Fund Management, BofA Securities, CCP, JPMorgan, EV, UBS, Baidu, China Communications, China Construction Bank, Ping An Insurance, China Longyuan Power Group, China Resources Power Locations: China, United States, Industrials

Small cap stocks may be on the cusp of a turnaround. According to Fairlead Strategies market technician Katie Stockton, the Russell 2000 's underperformance so far this year is likely a near-term setback. "We're kind of convinced that we'll see small caps do better. So far this year, the Russell 2000 is off two percent. Stockton believes the Russell 2000's decline has shaken investors' confidence in small caps.

Persons: Katie Stockton, Russell, CNBC's Organizations: Dow, Nasdaq, Stockton

☆ Here are Tuesday's biggest analyst calls: Apple, Nvidia, Coinbase, Tesla, Meta, Exxon, Microsoft & more
▼ + stars: | 2024-01-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Cantor Fitzgerald initiates Nvidia as buy Cantor said in its initiation of Nvidia that the stock is a top pick at the firm. Bank of America adds Apple to the US1 list Bank of America added the stock to its top picks list. TD Cowen upgrades Exxon to outperform from market perform TD says shares of Exxon are "compelling." Oppenheimer initiates Flywire as outperform Oppenheimer initiated the payments company with an outperform rating and said Flywire is a growth stock. Guggenheim reiterates Tesla as sell Guggenheim says it's sticking with its sell rating on Tesla heading into earnings on Wednesday.

Persons: Cantor Fitzgerald, Cantor, it's, TD Cowen, Wells, Jefferies, Enphase, Goldman Sachs, Goldman, JMP, SIRI, Oppenheimer, Flywire, JPM, Philip Morris, Morgan Stanley, Evercore, Guggenheim, Tesla, Roth, Boston Beer, Stephens Organizations: Nvidia, Citi, Meta, Bank of America, Apple, Apple Inc, Chevron, Exxon, ENPH, JPMorgan, NRG Energy, Liberty, Liberty Media, Brands, UBS, Duke Energy, AEP, Guggenheim, Boston Beer, Boston Locations: North Carolina, underperform, OW

☆ These are the 30 best investments to make now as US stocks rally to record highs, according to bullish strategists at 3 large investment firms
▼ + stars: | 2024-01-21 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Lerner noted that such occurrences are correlated with near-term pain as well as sizable forward returns. Another encouraging omen for US stocks is their successful track record in the second year of a bull market, as Belski noted last fall. Furthermore, since the financial crisis, Belski noted that stocks fell in the first month eight times but have ended the year in the green in six of those years. BMO Capital Markets30 investments to make during a rallyIn addition to sharing market commentary, strategists at BMO, Truist, and UBS outlined investment ideas as stocks enter uncharted territory. UBS spotlighted high-quality stocks with healthy balance sheets and sound earnings that drive profitability, especially since economic growth is slowing.

Persons: Solita Marcelli, Keith Lerner, Brian Belski, Lerner, Belski, who've Organizations: Business, BMO, Truist, UBS, BMO Capital Markets, BMO Capital, UBS spotlighted Locations: Swiss, Europe

☆ Apple gets a big upgrade from Bank of America, which calls for more than 20% upside ahead
▼ + stars: | 2024-01-18 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

Bank of America thinks Apple can recover from its slow 2024 start and notch big gains going forward. He also raised his price target to $225 per share, which implies 23% upside from Wednesday's close. Mohan noted he expects Apple to implement AI features in its iOS 18 operating system later this year. He also said the Vision Pro headset "could surpass iPad revs over time as spatial computing takes hold offering differentiated use cases driving services upside." AAPL YTD mountain Apple in 2024 Apple shares have been under pressure in early 2024, losing more than 5% after rallying 48% last year.

Persons: Apple, Wamsi Mohan, Mohan, downgrades, Piper Sandler, BofA Organizations: of America, Apple, Barclays Locations: U.S, China

☆ Jim Cramer addresses Morgan Stanley's losing streak and what the new CEO needs to do about it
▼ + stars: | 2024-01-17 | by ( Jeff Marks | ) 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. "All parabolic moves end badly," Jim Cramer said Wednesday. Morgan Stanley was on a six-session losing streak, including Wednesday's decline. Morgan Stanley shares sank more than 4% on Tuesday after comments on the post-earnings conference call about wealth management margin consolidation. 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, Jim, Morgan Stanley, Ted Pick's, James Gorman, Disney, Nelson Peltz's, Gorman, Nelson Peltz, Jim Cramer's Organizations: CNBC, Disney Locations: U.S, Europe

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