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☆ Analysis: Why DeSantis’ departure isn’t likely to change the dynamic between Trump and Haley
▼ + stars: | 2024-01-21 | by ( Ron Brownstein | Analysis Ronald Brownstein | ) edition.cnn.com time to read: +17 min

The DeSantis and Haley camps each believed they would benefit if the other left the field and created an unambiguous one-on-one race with Trump. In fact, both the Trump and DeSantis campaigns believe that more of the Florida governor’s supporters will likely pick Trump. Any gain or loss for Haley among voters from DeSantis’ decision seems likely to affect the race only marginally, many GOP observers believe. Even at that point in the 2016 race, Trump had won only a cumulative 40% of the votes cast in the GOP primaries. His theory that he could peel away a meaningful number of previous Trump voters simply proved wrong.

Persons: New Hampshire CNN —, Ron DeSantis, Nikki Haley, Donald Trump, DeSantis, Haley, Trump, Joe Biden, Haley doesn’t, Biden, winnowing, Whit Ayres, ” Ayres, Texas Sen, Ted Cruz, George Conway, “ Trump, David Kochel, “, he’s, –, Trump’s, ”, Alex Stroman, Trump’s MAGA, MAGA, CNN DeSantis, “ DeSantis, Scott Reed, Bob Dole’s, John Connally, suburbanites, Vivek Ramaswamy, Donald Trump’s, ” Stroman, Jean Carroll, Mike Murphy, – Haley, Sen, Marco Rubio, she’s, Mike Dennehy, John McCain’s, Bill Kristol, Kristol, ” Kristol, Matt Gaetz, Ginger Heald, Ayres, Grover Cleveland, Republican Benjamin Harrison, Reed, Dole, Mike Pence, Pence, ” Reed, “ He’s Organizations: New Hampshire CNN, Florida Gov, GOP, South Carolina Gov, Republican, Trump, CNN, New Hampshire, Democratic, South, University of New Hampshire, Republicans, Texas, nonurban Whites, The, South Carolina Republican Party, Edison Research, Trump Trump, Biden, New Hampshire GOP, Florida Republican, Merrimack Republican, Committee, DeSantis Locations: Manchester, New Hampshire, Florida, South Carolina, New, Iowa, DeSantis, As, Hampshire, New York, Trump, The Florida, Trump’s, Texas, Charleston, Polk County, Trump’s Manchester , New Hampshire, Ukraine, Israel, ”

☆ The chartmaster who predicted the robust year-end rally shares when the S&P 500 will break through the 5,000 milestone — and outlines a 4-part investing blueprint for a disappointing pullback
▼ + stars: | 2024-01-21 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Just over two months ago, the S&P 500 was at a breaking point. After Keller's call, the S&P 500 rose nearly 6% in six weeks. The S&P 500 was stuck in purgatory for weeks, barely budging from the 4,769 level at which it entered 2024. David Keller, StockCharts.comExpect the S&P 500 to heat up heading into the summerDespite stocks' shaky near-term prospects, Keller believes their medium-term outlook is rosy. In all likelihood, Keller said the S&P 500 will regain momentum after a near-term hiccup and push toward the 5,000 milestone in April, May, or June.

Persons: David Keller, naysayers, Keller, it'll, StockCharts.com, that's Organizations: Business, Nvidia, Devices, AMD, VanEck Semiconductor Locations: StockCharts.com

☆ Leaders at Davos see a global economy moving toward a new normal
▼ + stars: | 2024-01-19 | by ( Lucy Handley | ) www.cnbc.com time to read: +2 min

President of the European Central Bank (ECB) Christine Lagarde attends a session on the closing day of the World Economic Forum (WEF) annual meeting in Davos, on January 19, 2024. The pandemic saw spending fall and people's savings grow, while global trade was also disrupted. The World Trade Organization (WTO) expects trade to increase by 3.3% in 2024, per a forecast released in October. "Around the world, inflation is coming down, and we have seen it in November [in] both headline inflation and core inflation," she said. Speaking on the same panel, WTO Director General Ngozi Okonjo-Iweala agreed that the economy is "maybe moving towards normalization" but she described it as "not normal, because trade growth is still trending below GDP growth."

Persons: Christine Lagarde, Lagarde, Ngozi Okonjo Organizations: European Central Bank, Economic, Bloomberg, World Trade Organization, ECB Locations: Davos, Switzerland

☆ Stocks to buy for the next leg of the bull market, according to a money manager who helps run $1 trillion
▼ + stars: | 2024-01-19 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

The S & P 500 just notched a record high to declare its bull market status, but according to one money manager who helps oversee more than $1 trillion, there are a few names investors could focus on for the next leg of the cycle. "We're concerned about U.S. consumers, who are burdened by record levels of credit card debt at elevated interest rates." .SPX 1Y mountain S & P 500 The S & P 500 , which hit an all-time intraday peak on Friday, roared back at the end of 2023, notching a 24% gain for the year. Infrastructure stocks Malik believes that global infrastructure companies benefit from inelastic demand for the necessary services they provide, and are thus insulated from most recession risks. "Both dividend growth and global infrastructure stocks have historically weathered down markets relatively well," Malik said.

Persons: Saira Malik, Malik, that's, Linde Organizations: Investors, Fed, CNBC Pro, Motorola Solutions, Deutsche Bank, Motorola, CMS Energy Locations: Jackson, Michigan

☆ Jim Cramer names four tailwinds helping stocks rip higher
▼ + stars: | 2024-01-18 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

The major indexes busted out of a slump on Thursday and CNBC's Jim Cramer pinpointed several unexpected market tailwinds, telling investors to look for this kind of action instead of obsessing over news from the Federal Reserve. "I'd rather look for these unexpected tailwinds that affect individual companies. According to Cramer, the return of Japan as a notable player in mergers and acquisitions is another tailwind. Cramer said activist investor Nelson Peltz's proxy fight to get into Disney 's boardroom could lead to higher value for the company. Above all, Cramer reminded investors not to trade, but to research and identify stocks they believe in for the long term.

Persons: CNBC's Jim Cramer, Cramer, Apple, Nelson Organizations: Federal Reserve, of America, Apple, homebuilder MDC Holdings, Nippon, U.S . Steel, Disney Locations: Japan

☆ Why we like health-care stocks in 2024 despite their spotty record in presidential election years
▼ + stars: | 2024-01-18 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +11 min

The S & P 500 Health Care Sector index has outperformed the broader S & P 500 in just three of the past eight presidential election years dating back to 1992, according to FactSet data. So far in 2024, health care has been the best-performing sector in the S & P 500, climbing roughly 2%. .GSPHC .SPX YTD mountain Health care sector vs. S & P 500 YTD It's way too early for any grand predictions with Election Day 2024 about 10 months away. Nevertheless, we see attractive fundamentals in the year ahead for a host of health-care stocks, giving us the confidence to own Lilly, GE Healthcare and Danaher despite what history says about the group in presidential election years. After a strong 2022 for health care in a terrible overall market, investors last year placed a lower emphasis on the defensive characteristics of health care.

Persons: —, that's, Eli Lilly, Lilly, Jim Cramer, Jim, Sen, Bernie Sanders of, Joe Biden, Sanders, would've, Damien Conover, Conover, Biden, Eli Lilly's, Morningstar, Amgen, Morningstar's Conover, Lilly's donanemab, Humana, Bausch, Jim Cramer's, Frederick Florin Organizations: Health, GE Healthcare, Abbott Laboratories, Amgen, Novartis, Walgreens Boots Alliance, JPMorgan Healthcare Conference, Democratic, Morningstar, CNBC, Horizon Therapeutics, Novo Nordisk, Federal Reserve, General Electric, Medicare, Humana, UnitedHealth Group, Investors, AFP, Getty Locations: San Francisco, U.S, Bernie Sanders of Vermont, Canadian, Fegersheim, France

☆ Citizens Financial CEO on Q4 results: We are starting to see less pressure on our funding cost
▼ + stars: | 2024-01-17 | 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 EmailCitizens Financial CEO on Q4 results: We are starting to see less pressure on our funding costBruce Van Saun, Citizens Financial Group CEO, joins 'Squawk on the Street' to discuss the company's net interest income data, how lower interest rates could provide a tailwind for the bank's net interest income, and more.

Persons: Bruce Van Saun Organizations: Citizens Financial

☆ Bitcoin has a lot of opportunities, ETFs will be a tailwind, says Piper Sandler's Craig Johnson
▼ + stars: | 2024-01-17 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBitcoin has a lot of opportunities, ETFs will be a tailwind, says Piper Sandler's Craig JohnsonCraig Johnson, Piper Sandler, joins 'Power Lunch' to discuss technical support for stocks JPMorgan CEO Jamie Dimon spoke about to CNBC.

Persons: Piper Sandler's Craig Johnson Craig Johnson, Piper Sandler, Jamie Dimon Organizations: CNBC

☆ This stock should benefit from Red Sea turmoil disrupting shipping, Redburn says
▼ + stars: | 2024-01-16 | by ( Spencer Kimball | ) www.cnbc.com time to read: +2 min

The railroad Canadian Pacific Kansas City is poised to benefit from mounting disruptions to shipping in the Red Sea that are rerouting global trade routes, according to Redburn Atlantic. The railroad's land bridge through North America is an attractive alternative for cargo from Asia to the U.S. East Coast as the Suez and Panama canals face disruptions to traffic. Container shipping through the Red Sea was down 30% in mid-December due to repeated attacks by Iran-allied Houthi militants in Yemen, Holmes told clients. CPKC's land bridge through Mexico north to the U.S. shortens transit time by 10 to 14 days compared to the Panama Canal, Holmes wrote. "This route is materially faster (10-14 days) than going through the Panama Canal, especially when there are restrictions in place," he told clients.

Persons: Oliver Holmes, Holmes, CPKC Organizations: Canadian, Canadian Pacific Kansas City, U.S ., Ships, Kansas City Southern, CP Locations: Canadian Pacific Kansas, Lázaro, Coast, U.S . East Coast, North America, Asia, Suez, Panama, Iran, Yemen, Hope, Africa, U.S . East, Mexico, U.S

☆ We're raising our Morgan Stanley price target despite the stock's post-earnings decline
▼ + stars: | 2024-01-16 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Morgan Stanley on Tuesday morning reported an adjusted earnings-per-share beat. MS 1Y mountain Morgan Stanley 1 year Shares of Morgan Stanley were on a five-session losing streak with Tuesday's post-earnings 5% decline. However, Morgan Stanley — and for that matter, Wells Fargo — saw their stocks surge into the end of 2023. Asset management revenue increased 6% from last year, reflecting higher asset levels and the impact of positive fee-based asset flows. Ted Pick, co-president of Morgan Stanley, speaks during a Bloomberg Television interview in New York, US, on Thursday, Oct. 26, 2023.

Persons: Morgan Stanley, Wells Fargo, Morgan Stanley's, Morgan Stanley —, Ted Pick, Morgan Staley, ROTCE, it's, Morgan, Morgan Stanley repurchased, Jim Cramer's, Jim Cramer, Jim Organizations: Revenue, Bloomberg, Federal Deposit Insurance Corporation, Silicon Valley Bank, Morgan, Wealth Management, Investment Banking, FDIC, Institutional Securities, Investment, Equity, Morgan Stanley's Wealth Management, Investment Management, Asset, Capital, CNBC, Bloomberg Television, Getty Locations: Silicon, Wells Fargo —, U.S, New York

☆ A shipping stock shaking off Red Sea turmoil and poised for big breakout, according to the charts
▼ + stars: | 2024-01-16 | by ( Katie Stockton | ) www.cnbc.com time to read: +7 min

—Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. 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: Katie Stockton Organizations: Inc, Fairlead, CNBC Pro, Securities Locations: Japan

☆ Some options trades for avoiding an asset bubble and other macroeconomic troubles
▼ + stars: | 2024-01-11 | by ( Michael Khouw | ) www.cnbc.com time to read: +9 min

There are some trades for investors looking to avoid a possible asset bubble and other potholes that could be ahead. The standard 30-year fixed mortgage rate rose even further, a function of both the rising risk-free rate and the rising spread. Buying bonds has interest rate risk. Moreover, the spread between mortgage rates and Treasuries is unusually high. Risk-free rates stay static or even rise mildly, but if the spread narrows mortgage rates could fall, a tailwind for a mortgage portfolio.

Persons: There's, Murray Rothbard, Milton Friedman, Ben Bernanke, Bernanke's, Janet Yellen, Jerome Powell, Howard Marks, Charlie Munger, Berkshire Hathaway, Marks, Steve Eisman, Neuberger Berman, they've Organizations: Federal Reserve, Fed, Federal Reserve Bank, Vanguard Value, Technology, MBS Locations: U.S, deflate, Berkshire

☆ These dividend-growing stocks are ripe for the picking in 2024, Morgan Stanley says
▼ + stars: | 2024-01-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

Dividend-growing stocks offer investors the ultimate of benefits: the prospect of rising income and stock price appreciation, Morgan Stanley found. Tech isn't usually associated with dividend income, but some semiconductor-related stocks made it to Morgan Stanley's list. Broadcom , an artificial intelligence beneficiary whose shares are up 88% in the past year, was also highlighted on Morgan Stanley's list of dividend ideas. Finally, Mondelez International , maker of Sour Patch Kids candy and Oreo cookies, made it to Morgan Stanley's list of dividend growers. Other names that made Morgan Stanley's list of companies that have raised their dividends include Accenture , Microsoft , Marathon Petroleum and D.R.

Persons: Morgan Stanley, Todd Castagno, Castagno, Morgan Stanley's, Lam, Atif Malik, Morgan, Goldman Sachs, Morgan Stanley's Pamela Kaufman, Mondelez Organizations: Federal Reserve, Equity, Tech, Lam Research, FactSet, Citi, Broadcom, Mondelez, Accenture, Microsoft, Marathon Petroleum Locations: U.S, Horton

☆ An options trade with no cost that wins if this is just a short market pullback and not a bigger sell-off
▼ + stars: | 2024-01-05 | by ( Jeff Kilburg | ) www.cnbc.com time to read: +4 min

Naysayers and market bears were annihilated last year after a better-than-expected return for the S & P 500 ETF in the post mid-term election year of 2023. My bullish view is that the recent 2% drop in the S & P 500 reveals opportunity versus signs of a much larger pullback. .VIX 6M mountain The CBOE Volatility Index, 6 months My last input into this bullish view is looking at a chart of the S & P 500 ETF (SPY) . If you concur that equity markets should perform well in this first month of January in 2024, the below bullish risk reversal should allow you to capture a short-term move higher. This risk reversal is being used as an aggressive bull trade.

Persons: Santa Claus, jitters, Kilburg Locations: Santa

☆ This income-paying asset could be poised to rise in 2024 as interest rates cool
▼ + stars: | 2024-01-02 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

With interest rates expected to come down in 2024, real estate — a sector beloved for its steady income payments — could see upside in the new year. "When rates are low, a lot of income-oriented investors see that REIT dividend as very attractive, and they are willing to take the risks associated with equity investment to have this dividend payment." Jefferies is neutral on the office REIT sector but has raised its rating on Boston Properties to buy from hold. The senior housing occupancy rate was 84.4% in the third quarter of 2023, according to the National Investment Center for Seniors Housing & Care . That's up more than 6 percentage points from the pandemic low of 77.8%, but it's still off from the pre-pandemic occupancy rate of 87.1%.

Persons: REITs, Kevin Brown, Jefferies, Peter Abramowitz, Morningstar's Brown, it's, Brown, JPMorgan's Anthony Paolone, Ventas, — CNBC's Michael Bloom, Chris Hayes Organizations: Federal Reserve, Treasury, Boston Properties, Boston, National Investment Center, Seniors Housing & Care, Realty Locations: U.S, Boston, Friday's

Meanwhile, there is growing excitement that the U.S. Securities and Exchange Commission will approve the first ever bitcoin ETF, after years of opposition. With all of this excitement comes some quite bold predictions about bitcoin's price. "No rationale for that prediction," Mobius said, except that a bitcoin ETF looks likely and "that has heightened interest" in the cryptocurrency. Yang attributes the anticipated price rise to a bitcoin ETF being approved, leading to higher institutional investment in bitcoin, as well as May 2024's bitcoin halving, which would result in the bitcoin supply being constrained. Alexander told CNBC that during the first quarter of 2024, bitcoin will trade within the $40,000 to $55,000 range, owing to "professional traders creating volatility."

Persons: Filip Radwanski, Bitcoin, bitcoin, FTX, Sam Bankman, Fried, Binance's Changpeng Zhao, Mark Mobius, Mobius, Yang, Luna, James Butterfill, Butterfill, Antoni Trenchev, Trenchev, Carol Alexander, Alexander, Coinbase, Matrixport Organizations: Getty, CNBC, Department of Justice, U.S, U.S . Securities, Exchange, Chartered, University of Sussex, Exchange Commission, SEC, Fidelity, Blackrock, Federal Reserve Locations: U.S, bitcoin, Blackrock

☆ These stocks will be the biggest S&P 500 winners of 2024, according to analysts
▼ + stars: | 2024-01-01 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Using the CNBC Pro Stock Screener Tool , we looked for S & P 500 stocks that analysts project will have the best performance in 2024 according to their consensus price targets. Halliburton's stock price dipped 8.1% last year, while shares of Marathon Oil similarly went down, losing 10.9%. Analysts' consensus price targets on both stocks indicate more than 34% upside over the next 12 months from Friday's close. Their average price targets suggest shares of Delta Air Lines and United Airlines Holdings have upside of more than 31% and 42%, respectively. Analysts have a consensus price targets of $95.20 on the stock, suggesting shares could gain roughly 28% this year, adding to its 18.3% gains in 2023.

Persons: Stocks, Morgan Stanley, Raymond James, Cowen's, Helane Becker, Becker, Bernstein, Stacy Rasgon Organizations: Nvidia, Warner Bros, CNBC, Halliburton, Marathon Oil, Analysts, UBS, Airlines, Delta Air Lines, United Airlines Holdings, American Express, . Insurance, Arch, Evercore ISI, Arch Capital, Discovery, Moderna Locations: Friday's

☆ Tech stocks dominated 2023 investing. Here's where the sector finds growth in 2024
▼ + stars: | 2023-12-31 | by ( Samantha Subin | ) www.cnbc.com time to read: +11 min

After 2023's blowout run, it's hard to recall the once gloomy investing setup for technology stocks last December. As the calendar year turns, don't expect technology stocks to match 2023's blowout gains, but the year's performance is no fluke. AI stocks may dominate tech-focused investing, but don't sleep on the other emerging themes. GOOGL YTD mountain Alphabet shares in 2023 Both companies have rolled out new initiatives in the months since. Arm Holdings made headlines this year as one of the first major companies to go public , reviving the IPO market after a roughly two-year drought.

Persons: behemoths, Jay Woods, Mark Zuckerberg, didn't, chipmakers, David Waddell, Everybody's, Copilot, Paul Meeks, Gene Munster, Alphabet's, Meeks, Morgan Stanley, Andrew Slimmon, They're, Slimmon, CNBC's, Wall, Nvidia's, He's, Mahoney, Ken Mahoney, it's, Brent Fredberg, Munster's, Management's Albert Tsuei, Tsuei, William Blair's Jonathan Vo, Keith Weiss Organizations: Federal Reserve, Treasury, Freedom, Microsoft, Waddell & Associates, Oracle, Arista Networks, Morgan, Morgan Stanley Investment, Meta, Nvidia, Devices, Dell, Hewlett Packard Enterprises, Broadcom, Holdings, Micron Technology, Brandes Investment Partners, Micron, Samsung, Taiwan Semiconductor Manufacturing, MGM Resorts, Johnson, Okta, UBS, Management's, Palo Alto Networks, Palo Alto Locations: British, Clorox

☆ From FedEx to airlines, companies are starting to lose their pricing power
▼ + stars: | 2023-12-29 | by ( Leslie Josephs | ) www.cnbc.com time to read: +5 min

Andrew Kelly | ReutersAfter years of unbridled consumer spending on everything from home improvement to dream vacations, some companies are now finding the limits of their pricing power. Nike last week lowered its annual sales growth forecast and unveiled plans to cut costs by $2 billion over the next three years. "Goods companies don't have the pricing power they did in the pandemic, and some in the hotel and travel [industries] — they don't have the pricing power they did in the immediate post-Covid," he added. Sales growth for companies in the S&P 500 is on track to average 2.7% this year, according to mid-December analyst estimates posted by FactSet. Consumer spending on apparel and groceries rose 2.4% and 2.1%, respectively, from the year-earlier period, according to the survey.

Persons: Andrew Kelly, Mills, Joe Cavaretta, David Kelly, FactSet, Kelly, isn't, airfare, John F, Bob Jordan, Jordan, Ohsung Kwon Organizations: FedEx, Reuters, Shipping, Airlines, Target, Nike, Spirit Airlines, Hasbro, Fort Lauderdale Hollywood International, South Florida Sun Sentinel, Tribune, Service, Getty, Florida Sun, Morgan Asset Management, FactSet, Mastercard, Starbucks, Airline, U.S . Department of Labor, Kennedy International, Southwest, CNBC, Detroit automakers, Toyota, Cox Automotive, Bank of America Locations: New York, speedier, Fort, South

☆ Dividend-paying stocks could rise in 2024. Investors like these plays for the new year
▼ + stars: | 2023-12-28 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

Dividend-paying stocks took a backseat to this year's tech-driven market rally, but 2024 could be the year that they come back in vogue. A couple of catalysts could swing the pendulum back in favor of dividend payers in 2024, including the Fed's forecast for three rate cuts in the new year. "Not only do you get the dividend yield and dividend growth, but you get some capital appreciation perhaps – that's where it gets interesting," he added. Special dividend payers Kim Abmeyer, certified financial planner and founder of Abmeyer Wealth Management in Dallas, sees dividend-paying stocks coming into focus for 2024. The energy company in November announced that it raised its regular dividend by 10% and it declared a $1.50 per share special dividend.

Persons: gangbuster, Charlie Gaffney, Eaton Vance, Gaffney, bode, Bernstein, it's, Nelson, Piper Sandler, Paul Newsome, Kim Abmeyer, Abmeyer, Stocks, Roth MKM's Leo Mariani Organizations: Big Tech, Nasdaq, Morgan Stanley Investment Management, Broadcom, VMware, Evercore ISI, Disney, Allstate, Abmeyer Wealth Management, Costco Wholesale, Costco Locations: Dallas

☆ AI, wearables and more — these markets are booming as the world ages. The pros share 4 stock picks
▼ + stars: | 2023-12-27 | by ( Weizhen Tan | ) www.cnbc.com time to read: +6 min

"The aging population discussion in recent years has mostly revolved around future challenges to labor productivity and its economic growth implications," he said. AI, robotics and wearables The aging population stands to gain significantly from breakthroughs in robotics powered by artificial intelligence, according to Afzal. Arelis Agosto, research analyst at Global X ETFs, said wearables technology is one interesting area to invest in for the aging theme. "We view self-sustaining monitoring and therapeutic systems as the future of patient care, though it is particularly beneficial for elderly patients," Agosto said. Global X ETFs, a fund management company, offers a way to tap the aging theme through its Aging Population ETF.

Persons: Shams Afzal, There's, Afzal, Stryker, Dani Saurymper, Saurymper, Arelis Agosto, Agosto Organizations: Carnegie Investment, CNBC Pro, Stryker, EU, Longevity, Global, Carnegie, Abbott Laboratories, Agosto Locations: U.S, GLP, Agosto

☆ LinkedIn's Dan Shapero on 2024: AI will make our day-to-day lives easier
▼ + stars: | 2023-12-17 | by ( Josée Rose | ) www.businessinsider.com time to read: +6 min

"We've really tried to take all the AI capability that we have at our disposal and help job seekers be more effective in their search," he said. I think that in 2024 we're going to start to see some of the fruits of all of the AI capabilities that have been brought forward. I think we're going to see things in our day-to-day lives that become easier. I think AI is going to be very exciting. We're going to use it to help job seekers.

Persons: Dan Shapero, who's, Shapero, We've, we're, —, I'm, We're Organizations: Service, LinkedIn, Business, Microsoft Locations: Business, Europe, Israel

☆ Wall Street says buy these 2 industrial-focused stocks. Here’s our view on each
▼ + stars: | 2023-12-11 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Wall Street analysts are saying it's a great time to invest in two of our favorite industrial-focused stocks: Honeywell and Linde . Morgan Stanley on Monday raised its price target and kept its buy-equivalent rating on industrial gas and engineering firm Linde. As for Linde, Jim has long touted the stock as the Club's favorite way to invest in the global transition to clean energy. On Dec 1, we increased our Club price target on Linde to $440 per share from $410. The Club's price target is $225, reflecting about a 12.5% premium to where the stock traded Monday afternoon.

Persons: Morgan Stanley, Linde, Jim Cramer, he's, Jim, Vimal Kapur, It's, Kapur, Jim Cramer's Organizations: Honeywell, Linde, Bank of America, LIN, Biden, of America, Carrier, CNBC, Getty

☆ Signet Jewelers CEO says the 'engagement trough' triggered by Covid has passed, marriage proposals are coming back
▼ + stars: | 2023-12-05 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Signet Jewelers CEO Gina Drosos told CNBC's Jim Cramer on Tuesday that marriage proposals are finally on the rise, years after Covid disrupted typical dating patterns and hurt the company's business. "We know a lot about dating couples, and so we feel quite confident that our predictions are right, and that the engagement trough has happened," Drosos said. Bridal jewelry, especially engagement rings, makes up about 50% of Signet's sales, said Drosos. The company attributed poor sales in recent years to the slowed dating and stalled relationships brought on by isolation during the pandemic. Signet's surveys also suggest that younger generations have a greater desire to get engaged than in years past, she added.

Persons: Gina Drosos, CNBC's Jim Cramer, Drosos, Jared, Zales, Kay Jewelers, Tuesday's, Z, aren't Organizations: Signet, Google

☆ Morgan Stanley fund manager names 4 top stocks to buy 'on the cheap’
▼ + stars: | 2023-12-04 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

That was exacerbated as interest rates went up," Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund, told CNBC's "Street Signs Asia" on Friday. When pressed on what stocks make good plays, Dunn responded with four names, adding: "There's a lot of opportunities out there to pick up really good companies on the cheap." It made up 2.4% of his U.S. Value Fund as of Oct. 31. Dollar Tree Elsewhere, the value investor is bullish on value store, Dollar Tree , which made up almost 3% of the U.S. Value Fund holdings, as of Oct. 31. Year-to-date shares are now up nearly 1% but this is " well under its intrinsic value," Dunn said.

Persons: —, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, – they've, Clorox Organizations: Morgan, Value, Agricultural, FMC Corporation, . Value, FMC, Alcoa Corp Aluminum, Alcoa, . Value Fund Locations: Morgan Stanley's, Alcoa, China

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