DIRS.INFO The most relevant business & tech news

While on the campaign trail, Trump threatened retribution against some tech companies, including jailing Meta's chief, Mark Zuckerberg. "That is likely to have devastating consequences for US tech companies that sell in foreign markets as well as crippling domestic consumption." Hay said that while most presidents wouldn't have any say on existing cases, "Trump is a bit more of a wild card." AdvertisementBut still, he said, new guidelines wouldn't have much impact on the biggest tech companies. There are fears that if H1-Bs are restricted under the second Trump administration, the US could lose its competitive edge on the world stage.

Persons: Donald Trump, —, Trump, Elon, marveling, — Musk, jailing, Mark Zuckerberg, Zuckerberg, Mark Lemley, Lemley, GlobalData's Neil Saunders, Chris Walton, Walton, there's, George Hay, Hay, wouldn't, Kamala Harris, Dan Romanoff, Joe Biden, Anna Rathbun, Biden, he's, Rathbun, James Brundage, Saunders, Valerie Wirtschafter, Harris, Romanoff, Wirtschafter Organizations: Trump, Big, Service, SpaceX, Big Tech, Google, Justice Department, Department, Barclays, Stanford Program, Law, Science & Technology, Business, Retail, Target, Apple, Cornell University, Republicans, Morningstar, AT, Time Warner, Republican, Walmart, Brookings, Artificial Intelligence, Emerging Technology Initiative Locations: Americas

☆ 4 major wins for YIMBYs on election night — and one loss
▼ + stars: | 2024-11-06 | by ( Eliza Relman | ) www.businessinsider.com time to read: +8 min

Many of the efforts were focused on allocating more funds for affordable housing. They voted for a slew of measures, most of which will create additional funding for affordable housing. Affordable housing bonds in Rhode Island, North Carolina, and BaltimoreSeveral cities and states along the East Coast voted on Tuesday to fund affordable housing bonds. Proponents of stricter rent control say preventing landlords from price gauging is key to protecting the most vulnerable tenants. Freemark argued that it's unclear what the mixed results on rent control mean for the pro-housing movement.

Persons: —, Donald Trump's, Yonah, Karen Bass, Angelenos, Charlotte, Hill, Anselmo —, Freemark, I'm Organizations: Service, Trump, Republican Party, Urban Institute, LA, East Coast, Orlando In, Denver Locations: Angeles, Los Angeles County, LA, Rhode Island , North Carolina, Baltimore, Rhode Island, homebuyers, North Carolina, Asheville, New Orleans, Orlando, Orlando In New Orleans, Orlando , Florida, Denver, California, Hoboken , New Jersey

☆ More Iran sanctions and 'drill baby, drill': Oil market's future is still uncertain under Trump
▼ + stars: | 2024-11-06 | by ( Natasha Turak | ) www.cnbc.com time to read: +4 min

Luke Sharrett | Bloomberg | Getty ImagesU.S. oil producers are looking forward to less regulations on crude production under a Donald Trump presidency, meaning higher oil supply and consequently lower prices. At the same time, the increased likelihood of trade wars under Trump could dampen global economic growth and slow oil demand. "But medium-term downside risk to oil demand and thus oil prices from downside risk to global GDP from a potential escalation in trade tensions." watch nowTrump expressed his enthusiasm for increased U.S. oil production while giving a speech from the Republican campaign headquarters in Florida on Wednesday, just hours before his victory was confirmed. "The only thing that will cause drill baby drill to happen is higher oil prices based on these margins."

Persons: St, Luke Sharrett, Donald Trump, it's, Trump, Goldman Sachs, Robert F, Kennedy, Jr, Bobby, Biden, Cole Smead, Smead, Patrick Pouyanne Organizations: Chevron Corp, Bloomberg, Getty, Trump, Republican, West Texas Intermediate, Brent, Smead, Energy Information Administration, CNBC, doesn't Locations: Malo, Gulf of Mexico, Louisiana, U.S, Iran, Florida, Saudi Arabia, Russia, Abu Dhabi

☆ Apple deftly navigated Trump's first term. The second one brings new challenges
▼ + stars: | 2024-11-06 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

The news Trump's decisive victory over Vice President Kamala Harris in the 2024 presidential election comes with varying implications for Apple investors. Apple got exceptions in Trump's first term that muted the impact of tariffs on Apple. Bottom line Apple deftly navigated a first Trump term, but it's way too early to say with certainty what Trump's second term in office will mean for the California tech giant. As for tariffs, Apple has wisely expanded its manufacturing capabilities outside of China in markets like India, and it should continue to do so. In Trump's second term, "Apple is going to need what I call special pleading," Jim Cramer said during the Morning Meeting.

Persons: Donald Trump, Kamala Harris, Trump, Apple —, Apple, Bernstein, Tim Cook, Cook, I've, Hillary Clinton, Rosenblatt, it's, Jim Cramer, they're, Jim, Jim Cramer's, Saul Loeb Organizations: Apple, Big Tech, Bank of America, Justice Department, Management, Nvidia, Microsoft, Club, Trump, Democratic, Rosenblatt, Samsung, DOJ, CNBC, American Workforce Policy, White, AFP, Getty Locations: China, U.S, India, California, Washington , DC

Mr. Trump is widely regarded around the world as a transactional leader. Chinese officials do see a potential upside if Mr. Trump pulls the United States back from its role as a global leader. But the Kremlin seems skeptical that Mr. Trump would actually push for such a deal, especially because of his track record: There was jubilation in Moscow when Mr. Trump won in 2016, but over the next four years, U.S. sanctions against Russia only increased, and Mr. Trump sent antitank weapons to Ukraine. On Wednesday, he quickly made clear that he would seek to have Mr. Trump on his side, as one of the first world leaders to congratulate Mr. Trump in a post on X. Mr. Trump has been effective in demanding more military spending from fellow NATO members, said Mr. Heisbourg.

Persons: David Pierson, Trump, Donald Trump’s, India Mujib Mashal, Narendra Modi, Trump’s, Africa Abdi Latif Dahir, —, Gaza Patrick Kingsley, Benjamin Netanyahu, Benjamin Netanyahu’s, Mr, Netanyahu, “, ”, Basem Naim, ” Read, Mexico Natalie Kitroeff, Claudia Sheinbaum, Read, Ukraine Anton Troianovski, J.D, Vance, Volodymyr Zelensky, Donald J, Somini Sengupta, NATO Steven Erlanger, Georgina Wright, Vladimir V, Putin, François Heisbourg, Heisbourg Organizations: The Times, Global, Trump, West Bank, Second Trump, NATO, Mr, Russia, Signals, U.S, Biden, International Studies, Institut Montaigne, Republican Locations: China, Beijing, United States, Taiwan, India, Asia, Africa, U.S, Russia, Niger, Chad, Israel, Gaza, Jerusalem, Iran, Mexico, Mexico City, Stake, Ukraine, Moscow, Kyiv, Paris, Europe, “, French

☆ Mortgage rates surge higher on Trump victory, causing housing stocks to fall
▼ + stars: | 2024-11-06 | by ( Diana Olick | In Dianaolick | ) www.cnbc.com time to read: +3 min

"The expectation among bond traders coming into the election was that rates would move higher in the event of a Trump victory and especially a red sweep. "The builder stocks are highly sensitive to mortgage rates and mortgage rate expectations. Big builders have been buying down mortgage rates for their customers, but that has been cutting into their margins. Mortgage rates don't follow the Fed, but do react to the central bank's thinking on the economy. Stronger-than-expected economic reports in September and October caused bond yields, and consequently mortgage rates, to move higher.

Persons: Donald Trump's, Matthew Graham, Horton, PulteGroup, Lowe's, John Burns, Trump, Carl Harris, Graham Organizations: Mortgage News, Trump, . Housing, John Burns Real Estate Consulting, National Association of Home Builders, Federal Reserve, National Association of Realtors Locations: U.S, D.R

☆ Trump vow on new trade war sends shockwaves through supply chain, importers scramble to move up orders
▼ + stars: | 2024-11-06 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +9 min

The global tariff threat is fueling calls for frontloading from all around the globe," he said. But they added it is based on the belief is tariffs increase the costs of trade, in turn lowering demand and volumes. "Shipping is a global industry feeding on international trade, so another Trump presidency is a step in the wrong direction," said Sand. "The knee-jerk reaction from U.S. shippers will be to frontload imports before Trump is able to impose his new tariffs." Logistics companies serving the Mexico to U.S. cross-border trade tell CNBC new Trump tariffs can have a negative impact on historic cross-border truck trade.

Persons: Donald Trump, Trump, Paul Brashier, Brashier, Swift, Ben Slupecki, Morningstar, Lars Jensen, Jensen, Peter Sand, Slupecki, Jefferies, Omar Nokta, Robert Lighthizer, Piper Sandler, Matthew Rubel, USTR, Obama, Peter Boockvar, Stephen Lamar, Lamar, Matthew Shay, Elect Trump Organizations: ITS Logistics, Trump, frontloading, Trucking, Hunt Transport Services, Schneider National, Norfolk Southern, CSX, Republican, U.S ., Maersk, . Shipping, Vespucci, CNBC, Shipping, U.S . Trade, Committee, Trade, White, Bleakley Financial, American Apparel and Footwear Association, National Retail Federation, Congress, Biden, Logistics Locations: United States, U.S, Maersk, East Coast, Mexico

For retailers and consumers finally feeling some relief from inflation, President-elect Donald Trump's tariffs proposal introduces fresh uncertainty around how prices could change during his presidency, analysts said Wednesday. Companies, retail trade groups and industry analysts have warned the move could fuel higher prices on a wide range of Americans' purchases such as sneakers and party supplies. "The adoption of across-the-board tariffs on consumer goods and other non-strategic imports amounts to a tax on American families," National Retail Federation CEO Matthew Shay said in a statement Wednesday. "Despite Trump's assertions to the contrary, tariffs are paid by the companies or entities importing goods and not by the countries themselves. Over time, supply chains would adjust to this change in tariff policy but it would be "incredibly disruptive" in the short term, said Saunders.

Persons: Donald, Trump, Matthew Shay, GlobalData, Neil Saunders, Saunders Organizations: NBC, China . Companies, Retail Federation Locations: China

☆ Weekly mortgage demand tanks 11% as interest rates surge higher
▼ + stars: | 2024-11-06 | by ( Diana Olick | In Dianaolick | ) www.cnbc.com time to read: +2 min

Mortgage rates rose again last week, pulling demand from both the refinance and purchase markets. Total mortgage application volume dropped 10.8% compared to the previous week, according to the Mortgage Bankers Association's seasonally adjusted index. Applications for a mortgage to purchase a home decreased 5% for the week and were just 2% higher than the same week one year ago. Mortgage rates, however, are pricing some buyers out again, and concern over the economy and the election may have some sitting on the sidelines right now. Mortgage rates were essentially flat to start this week, and whatever the results, or nonresults of the election, will surely play into recent volatility.

Persons: Joel Kan, Kan Organizations: Mortgage, Federal Reserve Locations: Alhambra , California

☆ North Korea told the UN point blank that it's speeding up nuclear weapons development
▼ + stars: | 2024-11-05 | by ( Matthew Loh | ) www.businessinsider.com time to read: +4 min

The UN Security Council met on Monday to press North Korea on nuclear non-proliferation. But North Korea instead doubled down on its nuclear plans, declaring that it will accelerate its program. "There will ever never be any change in this line," he added, referring to North Korea as a "responsible nuclear weapon state." The US says North Korea 'emboldened' by Russia and ChinaThe US, in turn, accused Russia and China of protecting North Korea. South Korea said earlier this year that in return, North Korea has been acquiring food, raw materials, and tech expertise from Russia.

Persons: —, Kim Song, Kim Jong, Kim, Robert Wood, Mark Rutte Organizations: UN Security, Service, Pyongyang, United Nations, North, UN, UN Security Council, DPRK, Russian, NATO Locations: Korea, Pyongyang, North Korea, United, North Korean, Japan, South Korea, United States, Russia, China, Moscow, Beijing, Ukraine

☆ Treasury yields little changed as the U.S. prepares to vote
▼ + stars: | 2024-11-05 | by ( Sawdah Bhaimiya | ) www.cnbc.com time to read: +1 min

One basis point is equivalent to 0.01%. ET the 10-year Treasury yield was down by less than one basis point to 4.3029%. The yield on the 2-year Treasury was also less than one basis points lower at 4.1681%. U.S. Treasury yields were little changed on Tuesday as investors readied themselves for the presidential election. The U.S. will head to the polls on Tuesday for the hotly anticipated presidential election.

Persons: Kamala Harris, Donald Trump, Dow Jones Organizations: Treasury, U.S, NBC, PMI, Census, Federal Reserve, Traders Locations: U.S, Washington

Tingshu Wang | ReutersFrom Apple to Starbucks , U.S. consumer brands are reporting yet another quarter of China sales declines. Apple last week reported Greater China sales fell slightly to $15.03 billion in the three months ended Sept. 28, down from $15.08 billion in the year-ago period. The quarterly sales decline reduced Apple's China revenue share to 15.8% of total net sales, down from 16.9% in the year-ago period. Low consumer confidenceU.S. sportswear giant Nike said that Greater China revenue for the quarter ended Aug. 31 fell by 4% year-on-year to $1.67 billion. In Europe, luxury giant LVMH also felt the drag from the China market.

Persons: Tingshu Wang, Tim Cook, Apple, Brian Niccol, Niccol, Matthew Friend, Jean, Jacques Guiony, Isaac Stone Fish, Cummins, Walt, Fish Organizations: Reuters, Apple, U.S, Starbucks, Nike, Carrier, Coca Cola, RTX Corporation, Honeywell, Walt Disney, Caterpillar Locations: Chengdu, Sichuan province, China, U.S, what's, Hong Kong, Macao, Taiwan, Greater China, Europe, Asia, Japan, COVID, Japan Asia

☆ Here's what we think is driving the stock market's impressive Election Day rally
▼ + stars: | 2024-11-05 | 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, Bond, it's, we'll, Jim Cramer's, Jim Organizations: CNBC, Federal Reserve, Federal Open Markets, Treasury, DuPont, Rogers Corporation, Devon Energy, Novo Nordisk, CVS Health, Howmet Aerospace, Holdings, Jim Cramer's Charitable Locations: Celanese

☆ How tech stocks could fare under a Harris or Trump administration
▼ + stars: | 2024-11-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

They have also considered the impact of potential tariffs proposed by former President Donald Trump. Some on Wall Street view a Harris win as a potential obstacle for antitrust and megacap technology stocks. "Regulatory scrutiny will probably help a lot of M & A activity under Trump — Harris, it'll be a little more of the status quo," said Jay Woods, chief global strategist at Freedom Capital Markets. This could "slow the pace of the AI revolution," he said in a recent post to X that also called a Harris win "more bullish" for the industry. Some investors also view Tesla as a likely winner under a Trump administration, given CEO Elon Musk's close ties to the former president.

Persons: Kamala Harris, Donald Trump, Roger McNamee, Harris, Trump, Trump — Harris, it'll, Jay Woods, McNamee, Vivek Arya, Joe Rogan, Arya, Ed Mills, Raymond James, of America's Brad Sills, Raymond James ' Mills, Dan Ives, Trump's, Tesla, Elon Musk's, Capital's, Wolfe, Chris Senyek Organizations: Elevation Partners, Tech, Antitrust, Google, Justice Department, Trump, Freedom Capital, Bank of America, PHLX Semiconductor, Democrat, Republican, SOX, Devices, Qualcomm, Nvidia, Broadcom, Texas Instruments, Intel, of America's, Microsoft, Oracle, Wedbush Securities, Investors Locations: stoke, Taiwan, China, Washington

☆ How 'I Voted' stickers became an Election Day staple
▼ + stars: | 2024-11-05 | by ( Talia Lakritz | ) www.businessinsider.com time to read: +4 min

Janet Boudreau, who owned the election supply business Intab, designed an "I Voted" sticker in 1987. In recent years, some states have held "I Voted" sticker design contests with unusual winners. One of the earliest mentions of "I Voted" stickers dates back to a 1982 Miami Herald article about discounts offered to customers wearing the stickers, Time magazine reported. Even so, stickers were rarely given out on Election Day until 1987, when Boudreau took over Intab, her father's election supply business then based in Seattle. "I Voted" stickers.

Persons: Janet Boudreau, —, Boudreau, Intab, " Boudreau, Paul Bersebach, Getty Images Boudreau, Hudson Rowan, Jane Hynous, Kamala Harris, Amy Lemus Organizations: Service, Miami Herald, MediaNews, Orange, Getty Images, Getty Locations: American, Miami, Seattle, America, Ulster County , New, Pontiac

☆ Here are Tuesday's biggest analyst calls: Apple, Microsoft, Palantir, Eli Lilly, Broadcom, Krispy Kreme, Live Nation & more
▼ + stars: | 2024-11-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Live Nation as overweight Morgan Stanley raised its price target on the stock to $140 per share from $120. Bank of America reiterates Apple as buy Bank of America says it sees "limited" impact to Apple earnings regardless of the Presidential outcome. Bank of America reiterates Palantir as buy The firm says Palantir is an AI "juggernaut" following earnings on Monday. Bank of America reiterates Arista Networks as buy Bank of America says it sees share gains ahead for the networking equipment company. Morgan Stanley reinstates Krispy Kreme as equal weight Morgan Stanley says Krispy Kreme has a balanced risk/reward right now.

Persons: Morgan Stanley, it's bullish, Eli Lilly, Palantir, Bernstein, Eaton, Deutsche, there's, Jefferies, Rick Dreiling, MTZ, Morgan Stanley reinstates Krispy, Krispy Kreme Organizations: Bank of America, Boeing, JPMorgan, RBC, Microsoft, " Bank of America, Broadcom, Apple, Republicans, Arista Networks, Arista, Meta, Deutsche Bank, eBay, Barclays, Energy, Infrastructure, Communications, Resources, IDA Locations: San Antonio, Redmond , WA

☆ A Controversial Vacation Homes Tax Is Dividing Lake Tahoe
▼ + stars: | 2024-11-05 | by ( Amanda Yen | ) www.businessinsider.com time to read: +12 min

My grandparents' vacation cabin in Lake Tahoe is the stuff of legend. My grandparents' little house in South Lake Tahoe, which they bought for $113,000 in 1984, quickly became a haven for my family. Framers of the Tahoe tax measure took inspiration from Berkeley, California, which adopted a vacancy tax this year. Since the city of South Lake Tahoe was incorporated in 1965, it's been populated by a healthy mix of year-round and seasonal residents. As of October 2024, the median sales price for homes in South Lake Tahoe was $750,000, according to Realtor.com.

Persons: George Rose, it's, Amelia Richmond, —, Steve Teshara, Teshara, Frederic Lewis, Sherri Maslyar, Jeff Cowen, we'd, Amanda Yen, I'd Organizations: of Commerce, South Tahoe Association of Realtors, BI, Colorado and, Survey, Tahoe Chamber of Commerce, Realtors ' Association, Business, Tahoe, Planning Association Locations: Tahoe, South Lake, Berkeley , California, Oahu, Colorado, Aspen, Vail, Breckenridge, Bay, Colorado and Utah, Park City , Utah, Richmond, Emerald

☆ Parts supplier cuts thousands of jobs as Germany's auto woes deepen
▼ + stars: | 2024-11-05 | by ( Tom Carter | ) www.businessinsider.com time to read: +3 min

Thousands more jobs are under threat in Germany's beleaguered automotive industry. Parts supplier Schaeffler said it would cut thousands of jobs for a net reduction of about 3,700 workers. Union officials said Volkswagen plans to shut factories in Germany for the first time. AdvertisementGermany's auto industry is under intense pressure — and now thousands of jobs will go at a key company in the supply chain. Auto parts supplier Schaeffler said on Tuesday it would cut about 4,700 jobs across Europe and close two of its 10 locations in Germany.

Persons: Schaeffler, —, Klaus Rosenfeld, Schaeffler's, Mercedes, BYD Organizations: Service, VW, BMW, Mercedes, Benz, Volkswagen, EV, EVs Locations: Germany, Europe, Frankfurt, Europe's, China, Hungary, Turkey

Saudi state oil giant Aramco reported a 15.4% drop in net profit in the third-quarter on the back of "lower crude oil prices and weakening refining margins," but maintained a 31.05 billion dividend. The company reported net income of $27.56 billion in the July-September period, topping a company-provided estimate of $26.9 billion. The print is also a 5% drop from the previous quarter, which came in at $29.1 billion, as lower global oil prices, weaker demand and prolonged OPEC+ production cuts led by Saudi Arabia continue to impact crude prices. Earnings before Interest and Taxes (EBIT) came in at $51.45 billion in the third quarter, down 17% year-on-year. The earnings align with a broader trend across oil majors, whose third-quarter profits have also suffered from declines in crude prices and refining margins.

Organizations: Aramco, Al Locations: Saudi, Saudi Arabia, Al Rajhi, OPEC

☆ Avolon CEO sees robust demand for aircraft, especially in Asia
▼ + stars: | 2024-11-05 | 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 EmailAvolon CEO sees robust demand for aircraft, especially in AsiaAndy Cronin, CEO of Avalon, talks about demand for aircraft leasing and uncertainties caused by the COVID pandemic, and supply restrictions in Boeing and Airbus. He says the Asia Pacific region is leading in growth, with India being particularly attractive.

Persons: Asia Andy Cronin Organizations: Avalon, Boeing, Airbus Locations: Asia, India

☆ Solid-state batteries may yet catch up — but silicon anodes are winning the race to power EVs
▼ + stars: | 2024-11-05 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +6 min

Silicon anodes vs. solid-state batteriesAnalysts say silicon anodes theoretically offer 10 times the energy density as graphite, which are commonly used in battery anodes today. Silicon anodes, for example, are known to swell significantly during charging, which reduces the battery's longevity. Especially in the West, advances in the area of silicon anodes [are] seen as strategic opportunity to catch up with China. Nonetheless, analysts remain skeptical about when solid-state batteries will actually make it to market. "However, there are significant technical challenges going to 100% silicon anode such as silicon expansion affecting the longevity of the batteries and currently there are several routes to produce silicon anodes," he added.

Persons: IDTechEx, carmakers, Venkat Srinivasan, Srinivasan, hasn't, Rory McNulty, McNulty, Georgi Georgiev, Georgiev, Taiwan's, Sila Nanotechnologies Organizations: Parc des, Chesnot, Getty, Mercedes, Porsche, GM, Center for Energy Storage Science, government's, government's Argonne National Laboratory, CNBC, EV, Benchmark Mineral Intelligence, Bloomberg, Fastmarkets, Toyota, Nissan, China's SAIC Motor Corp, ProLogium, Paris Locations: Parc, Paris, France, government's Argonne, Chicago, Siheung, South Korea, West, China, U.S

☆ Bitcoin drifts near $69,000 on election night as crypto investors see choppy trading ahead
▼ + stars: | 2024-11-05 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +3 min

It is currently 5% off its all-time high, after trading near it last week. Stocks tied to the price of the cryptocurrency got a boost in earlier trading during regular stock market hours. Investors are expecting bitcoin trading to be choppy until a clear winner is declared. "Expect bitcoin – and crypto more broadly – to be choppy in the days ahead … until we have definitive election results." "For now, everyone we've spoken to is keeping their powder dry," said James Davies, CEO at crypto futures and options trading platform Crypto Valley Exchange.

Persons: bitcoin, Stocks, Kamala Harris, Donald Trump, Ryan Rasmussen, Rasmussen, Harris, Julio Moreno, James Davies, I've Organizations: U.S, Metrics, Investors, Bitwise Asset Management, Trump, Federal

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

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

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

☆ From nuclear to quantum computing, how Big Tech intends to power AI's insatiable thirst for energy
▼ + stars: | 2024-11-04 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +7 min

data center, in Navi Mumbai, India, on Thursday, Mar. Some of the options on the table include a pivot to nuclear, liquid cooling for data centers and quantum computing. A server room at a data center in India. Alongside nuclear energy and liquid cooling technology, some tech players have suggested developments within AI could help to decarbonize data centers. Aerial view of a data center owned by the US multinational and technology company Google in Santiago on October 9, 2024.

Persons: Somya Joshi, Frisio, Dhiraj Singh, Raj Hazra, Peter Herweck, Eric Schmidt, SEI's Joshi, Joshi, Hazra, Rodrigo Arangua Organizations: Yotta Data Services, Bloomberg, Getty, Big Tech, Stockholm Environment Institute, SEI, CNBC, International Energy Agency, Swiss, ABB, Microsoft, Google, Schneider Electric, Motivair Corp, Quantinuum, Afp, Honeywell Locations: Navi Mumbai, India, Mar, Stockholm, U.S, Santiago, South America, Quantinuum

☆ 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

Search resuls for: "Supply"

25 mentions found