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☆ Stocks making the biggest moves midday: Boeing, Norfolk Southern, Nvidia & more
▼ + stars: | 2024-04-09 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

BlackBerry — BlackBerry shares popped more than 9% after the company announced a partnership with Advanced Micro Devices on robotics systems. Neogen Corp — The food safety stock shed 9% after the company reported a surprise loss of 1 cent per share. The company also trimmed its previous guidance, saying it now expects revenue to range between $920 million and $910 million for the full year. Norfolk Southern announced that it reached a $600 million settlement related to its derailment in East Palestine. Nvidia — Shares fell more than 2%, putting the chipmaker on track for its fifth losing session in six.

Persons: Tilray, FactSet, Goldman Sachs, Molson Coors, Molson, — CNBC's Michelle Fox, Sarah Min, Pia Singh, Yun Li Organizations: Moderna, Reuters, Merck, Boeing, New York Times, Google, American Eagle Outfitters, JPMorgan, Eagle Outfitters, Bank of America, EV, Molson, Pfizer, Neogen Corp, Norfolk Southern, Nvidia —, Netflix Locations: East Palestine

☆ Stock futures tick higher as key March inflation report looms: Live updates
▼ + stars: | 2024-04-09 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Stock futures inched higher Tuesday night as investors await key U.S. inflation data that will inform the Federal Reserve's path on rate policy. During Tuesday's regular trading, investors appeared to be in a holding pattern ahead of the March consumer price index report. The CPI report, which is set to release on Wednesday at 8:30 a.m. Fed funds futures trading data suggests a 42% likelihood that the central bank will hold steady on rates in June, according to the CME FedWatch Tool. In addition to the big inflation report on Wednesday, investors are also looking forward to the meeting minutes from the Fed's gathering last month.

Persons: Dow, Dow Jones, Quincy Krosby, Krosby Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, CPI, Traders, LPL, Delta Air Lines Locations: New York City, Quincy

☆ These stocks have the strong margins and pricing power to withstand a reacceleration in inflation
▼ + stars: | 2024-04-09 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Investors may want to pick up shares in companies that can withstand a possible inflation comeback. The second quarter is off to a rough start as investors have become increasingly wary about higher-for-longer interest rates and stickier inflation. Against this market backdrop, we used the CNBC Pro Stock Screener to search for stocks with the pricing power and cost controls to handle a potential inflation reacceleration. These names have also showed reliable earnings growth during the post-pandemic inflation spike. The darling chipmaker has gross profit margin of 72.7% and high levels of earnings growth.

Persons: Dow, Dow Jones, Brad Reback, ServiceNow's, Reback, Goldman Sachs, Arista's Organizations: Nasdaq, Federal Reserve, CNBC, Stock, Arista Networks, Arista, Nvidia, Design Systems, Dominion Freight

☆ Stocks making the biggest moves midday: GE Vernova, SoFi Technologies, Tesla and more
▼ + stars: | 2024-04-08 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

GE Vernova — Shares of energy company GE Vernova, which spun off from General Electric last week, gained 5.9% following an upgrade to overweight from neutral from JPMorgan. The firm said investors should buy the dip in GE Vernova, and said shares have pulled back since the spinoff largely due to technical and flowback selling and are now trading at a discount. Tesla — The beaten-down electric vehicle maker added 5.4% after CEO Elon Musk said late Friday that Tesla will unveil its long-awaited robotaxi design on Aug. 8. UiPath — The software stock gained more than 2.3% during midday trading. SoFi Technologies — Shares gained 4.1% after Citi resumed coverage of the online personal finance company with a buy rating.

Persons: Elon Musk, Tesla, Eaton, Wolfe, Piper Sandler, Jefferies, Alex Harring, Brian Evans, Samantha Subin, Yun Li, Lisa Kailai Han Organizations: GE, GE Vernova, General Electric, JPMorgan, Taiwan Semiconductor Manufacturing, Biden Administration, Citi, Sociedad, Jefferies Locations: Arizona, U.S, Minera —, American

Traders work on the trading floor at the New York Stock Exchange on April 5, 2024. Stocks rebounded Friday following the Dow Jones Industrial Average 's worst session in more than a year as traders cheered a stronger-than-expected jobs report and looked past a jump in rates. The 30-stock Dow climbed 307.06 points, or 0.8%, to settle at 38,904.04. The Dow slid 2.27%, posting its worst weekly performance in 2024. The Dow tumbled about 530 points, or 1.35%, on Thursday, marking its biggest daily drop since March 2023 and its fourth consecutive losing session.

Persons: Stocks, Dow, Nonfarm payrolls, Dow Jones, Jamie Cox, Neel Kashkari Organizations: New York Stock Exchange, Dow Jones, Nasdaq, Treasury, Labor, Federal Reserve, Harris Financial, Minneapolis Federal Locations: Minneapolis

Hedge fund managers gathered Wednesday at the 2024 Sohn Investment Conference in New York to share their best investment ideas. It kicked off with "Next Wave Sohn," a session that features ideas from rising stars within the hedge fund industry. Endocrinology is an $8 billion market, but the cumulative market size, including the company's future therapy targets, is upward of $200 billion, which includes estimates for future obesity drugs, the investor said. It has CA$75 billion market cap with an "unbelievable record of success," according to the investor. The short seller noted that the company has a $5 billion market cap with about $4.8 billion of debt.

Persons: Sohn, Eric Wolff, Wolff, Michelle Ross, Cushing, Ross, Eli Lilly, Crinetics, XBI, Nikhil Daftary, Alimentation, Daftary, Chris Drose, Nate Koppikar, Fahmi Quadir Organizations: Investment, Gumshoe Capital Management Investment, Pason Systems Energy, Pason Systems, Gumshoe Capital Management, StemPoint, Pharmaceuticals, Crinetics Pharmaceuticals, StemPoint Capital, Endocrinology, Novo Nordisk, P Biotech, NK Capital Investment, NK Capital, Starbucks, McDonalds, Bleecker Street Capital, Orso Partners, Justice Department, Federal Trade Commission, Safkhet, Global Education Locations: New York, Canada, U.S

The 2024 Sohn Investment Conference took place in New York took place Wednesday, with a slew of hedge fund managers highlighting their top ideas. Here are some of the top picks mentioned: Vijay Shilpiekandula, Dilation Capital Investment Idea: ASML Vijay Shilpiekandula of Dilation Capital, who was named the Sohn Idea Contest Winner, presented ASML as his best stock idea. Jesse Cohn, Elliott Investment Management Investment Idea: Etsy E-commerce platform Etsy is an undervalued company, according to Elliott Investment Management managing partner Jesse Cohn. Seth Fischer, Oasis Management Investment Idea: Kao There's an underappreciated buying opportunity in Japanese global chemicals company Kao, according to Seth Fischer, founder and CIO at Oasis Management. David Einhorn, Greenlight Capital Investment Investment idea: Solvay Greenlight's David Einhorn unveiled Solvay as his top investment idea , saying the European chemicals company is a market leader with an attractive valuation.

Persons: Vijay Shilpiekandula, Vijay, ASML, Shilpiekandula, Jesse Cohn, Etsy, Cohn, Seth Fischer, Kao, Fischer, David Einhorn, Solvay, Einhorn, Michael Buckley, Natera, Buckley, Mohammed Anjarwala, Carpenter, Anjarwala Organizations: Elliott Investment Management Investment, Elliott Investment Management, Body, Oasis Management Investment, Oasis Management, Nikkei, Greenlight Capital Investment Investment, Solvay, Duquesne Family, Duquesne Family Office, Global, Technology Carpenter Technology, Boeing, Airbus Locations: New York, Europe, Bath

☆ David Einhorn thinks inflation is reaccelerating and has made gold a very large position
▼ + stars: | 2024-04-03 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

"I think inflation is reaccelerating. I think there's a lot of indication of that," the famed investor said during the Sohn Investment Conference in New York. As a defense play against a potential market downturn, Einhorn also said he is loading up on his gold position . We own physical bars as well, so gold is a very large position for us," Einhorn said. Value investing opportunities Despite his concerns, Einhorn said opportunities are emerging in value stocks, which he thinks are misunderstood nowadays.

Persons: David Einhorn, Einhorn, CNBC's Scott Wapner, there's Organizations: Greenlight, Federal Reserve, Sohn Investment, Greenlight Capital, Trust, Solvay Locations: New York, Belgium

☆ AI is power-intensive. Top Morgan Stanley portfolio manager says that's an opportunity for one stock
▼ + stars: | 2024-04-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

AI is very power-intensive — and its power needs are only set to rise in the coming years. Morgan Stanley Investment Management's Aaron Dunn says the "next big bottleneck" for the hyperscalers — which are doing a lot of the cloud computing for AI applications — is either power or fiber. And that's why Dunn is "pretty bullish" on utilities, naming one stock to play it: CMS Energy . "And so these utilities … have a very favorable opportunity to draw solid earnings growth and good returns for them," Dunn concluded. Their power consumption is set to grow at a compound annual growth rate of 11% through 2030, the bank said.

Persons: Morgan Stanley, Morgan Stanley Investment Management's Aaron Dunn, CNBC's, Dunn, Eaton Vance, BofA, — CNBC's Pia Singh Organizations: Morgan, Morgan Stanley Investment, Morgan Stanley U.S . Value, CMS Energy, CNBC, Emerson, Nvidia Locations: United States

☆ These stocks could rally in 'second phase' of bull market, Morgan Stanley Investment Management says
▼ + stars: | 2024-03-30 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

There's a rotation happening in the market that investors can take advantage of by investing in cyclical stocks, according to Morgan Stanley Investment Management's Andrew Slimmon. He recommended investors to have a more cyclical bias to their portfolio, pointing out that the best-performing sectors in the last month are energy, materials and industrials. He also thinks there's still room to run in semiconductor stocks — even if the overbought group sees a near-term pullback. " Slimmon named Applied Materials , Ameriprise Financial and Valero Energy as some of the stocks he likes right now. Regarding energy, Slimmon said the space could continue to show strength if the economy begins to weaken.

Persons: Morgan Stanley, Andrew Slimmon, Stocks, Slimmon, there's, Slimmon's, that's Organizations: Morgan, Morgan Stanley Investment, Dow Jones Industrial, Nasdaq, Ameriprise Financial, Valero Energy, Infrastructure Investment, Jobs, United Rentals, Applied Materials, Ameriprise, U.S Locations: U.S, financials, That's

☆ Stocks making the biggest moves midday: RH, Reddit, Estée Lauder, AMC and more
▼ + stars: | 2024-03-28 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Check out the companies making the biggest moves midday. Estée Lauder — Shares jumped 6.28% after Bank of America upgraded them to buy from neutral. AMC Entertainment — Shares dropped 14.29% after the movie theater chain said in a filing it will sell $250 million worth of stock. Verint Systems — Shares added 6.63% after the customer engagement solutions provider surpassed fourth-quarter earnings per share and revenue expectations. Braze anticipates a loss of 10 cents to 11 cents per share for its first quarter, versus a 5 cents loss expected from analysts polled by FactSet.

Persons: Estée Lauder —, Steve Ladd Huffman, Jennifer Wong, Chemours, Sridhar Ramaswamy, FactSet, Synnex, TD Synnex, MillerKnoll, Braze, —, Alex Harring, Hakyung Kim, Pia Singh, Jason Kempin Organizations: Bank of America, New York Stock Exchange, AMC, Verint Systems, Apollo Global Management, FactSet, Allstate, HSBC, Getty

☆ Stock futures are little changed as S&P 500 gets set to close out the first quarter up 10%: Live updates
▼ + stars: | 2024-03-27 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Stock futures are trading near the flatline overnight as the S&P 500 approached its best first-quarter performance in five years. S&P 500 futures inched lower by 0.08%, while Nasdaq 100 futures declined 0.1%. Stocks rallied across the board on Wednesday, with the S&P 500 gaining 0.86% to close at a record high. The major averages are tracking for their second consecutive winning quarter and fifth straight winning month. For the quarter, the S&P 500 is up about 10%.

Persons: Stocks, You've, you've, Hogan, Riley, Dow Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, Dow Jones Industrial, Dow

☆ BMO says there's a buying opportunity in small caps, gives a list of the best ones to buy
▼ + stars: | 2024-03-27 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Since the start of the year, the S & P MidCap 400 index and S & P SmallCap 600 index have added 8.2% and 0.2%, respectively. The large-cap S & P 500, meanwhile, has gained roughly 9.5%. March has proved to be a better month for so-called SMID-cap stocks, however, with the S & P MidCap 400 gaining about 4%, while its large-cap counterpart has added 2.4%. To play this trend, he listed several stocks in BMO's SMID-cap universe that the firm rates as outperform. Other top stocks included in BMO's SMID-cap coverage include social media company Snap , discount retailer Ross Stores and electric power and natural gas supplier Constellation Energy .

Persons: Brian Belski, Belski, Piper Sandler, Thomas Champion, Morgan Stanley, Keith Bachman Organizations: BMO Capital Markets, BMO, BMO's, Software, BMO Capital, Ross Stores, Constellation Energy Locations: Tuesday's, Real

☆ Watch for potential wave of share splits as the average price of S&P 500 stock hits $160, says Strategas
▼ + stars: | 2024-03-26 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

The market may see a new wave of stock splits, creating another growth catalyst for a market that wants to keep rallying, according to Strategas. The median gain of a stock 65 days post-split is 4.1%, compared to the S & P 500's median 2.7% gain during the same period. Stock splits do not change anything fundamentally about the company, but they generally make shares more attractive to the retail trader because of lower prices. Here are the highest-priced stocks in the S & P 500 that Strategas thinks investors could benefit from if they split. Another name on the list, pharmaceutical giant Eli Lilly , last announced a 2-for-1 stock split in September 1997.

Persons: Jason Trennert, Trennert, Strategas, Jensen Huang, CNBC's Jim Cramer, Eli Lilly Organizations: Micro Computer, Nvidia, Broadcom, Costco Wholesale

☆ These stocks may have trouble living up to expectations for a big earnings turnaround this year
▼ + stars: | 2024-03-26 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

This in effect creates an 'implied' 2H of 2024 guidance that is perhaps excessively optimistic," CEO Adam Parker wrote Sunday. Parker's warning comes after S & P 500 reported earnings growth of 4.2% for the fourth quarter on a year-over-year basis, per FactSet. He also screened for stocks in which there's a big difference between earnings expectations for the first and the second half of the year. Parker surmises that these stocks may disappoint on these aggressive earnings turnarounds. Consensus estimates from analysts surveyed by FactSet suggest the stock, which is down nearly 5% this year, could gain 13.2% from Monday's close.

Persons: Adam Parker, Parker, AbbVie, FactSet, Wells Fargo, Estee Lauder Organizations: Research, Abbott Laboratories, Humana, Pharmaceutical, FactSet, Mondelez International, Procter, Gamble Locations: —, China, Monday's

☆ Stocks making the biggest moves premarket: Krispy Kreme, UPS, Micron Technology and more
▼ + stars: | 2024-03-26 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Krispy Kreme began testing sales at some McDonald's locations in 2022, and their partnership expansion would double the donut maker's current distribution. McDonald's shares fell more than 1%. Seagate Technology — The data storage stock added 4.1% on the back of a Morgan Stanley upgrade to overweight from equal weight. Super Micro Computer — Shares rose 3.1%, continuing its gains from Monday when JPMorgan initiated coverage of the stock with an overweight rating. Taiwan Semiconductor — Shares got a 1% boost after JPMorgan reiterated its overweight rating on the semiconductor stock.

Persons: Krispy Kreme, Morgan Stanley, McCormick —, Jesse Pound, Alex Harring, Michelle Fox, Pia Singh Organizations: Seagate Technology, FactSet, Revenue, United Parcel Service, UPS, JPMorgan, Micro Computer, Micron Technology, Mizuho Securities, Taiwan Semiconductor

☆ Stocks making the biggest moves midday: Krispy Kreme, Trump Media, McCormick and more
▼ + stars: | 2024-03-26 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Krispy Kreme — Krispy Kreme popped nearly 30% and headed for its best day on record. Trump Media & Technology Group — Shares of former President Donald Trump's social media company surged 35% after it began trading on the Nasdaq . Trump Media completed its merger with shell company Digital World Acquisition Corp . McCormick — The stock jumped 10% after the spice maker topped earnings and revenue expectations for its fiscal first quarter. Reddit — Reddit popped about 15% as investors continued buying up the social media stock following its Thursday debut on the New York Stock Exchange .

Persons: Kreme, McDonald's, Donald Trump's, McCormick, Morgan Stanley, Alex Harring, Michelle Fox, Jesse Pound, Pia Singh Organizations: Trump Media & Technology, Nasdaq, Trump Media, Revenue, New York Stock Exchange, Viking Therapeutics, Seagate Technology, Micron Technology, Mizuho Securities, UPS —, UPS, JPMorgan Locations: FactSet

Goldman Sachs, meanwhile trimmed its price target on Boeing, citing several risks amid the company's ongoing safety issues. The analyst initiated coverage of the stock with an overweight rating and year-end price target of $1,150, which implies shares could jump 18.2%. Analyst Kannan Venkateshwar upgraded shares of the media giant to overweight from equal weight and also raised his price target by $40. His new $135 price target implies 16.5% potential upside over the next year. — Pia Singh 5:37 a.m.: Goldman Sachs trims Boeing price target Goldman Sachs lowered its price target on Boeing to $257 from $268 amid the airplane maker's ongoing issues safety issues.

Persons: Goldman Sachs, JPMorgan's Samik Chatterjee, inferencing, Chatterjee, — Pia Singh, Kannan Venkateshwar, Venkateshwar, Disney's, Noah Poponak, Poponak, Fred Imbert Organizations: CNBC, Disney, Barclays, Boeing, JPMorgan, Computer, Enterprises, Alaska Airlines Locations: 3Q24, 4Q24

☆ Stocks making the biggest moves midday: Digital World Acquisition Corp., Boeing, Disney and more
▼ + stars: | 2024-03-25 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Masimo — The medical technology company climbed nearly 5%. Wells Fargo upgraded the stock to overweight from equal weight in light of the news. Super Micro Computer — The chip stock jumped nearly 10% after JPMorgan initiated coverage of the high-flying name. Foot Locker — Shares jumped 7% after Evercore upgraded shares to outperform from in line. Digital World Acquisition Corp. — The special purpose acquisition company leapt 26% after shareholders approved a merger with former President Donald Trump's social media company Trump Media & Technology Group, which owns Truth Social.

Persons: David Calhoun, Larry Kellner, Masimo, Wells Fargo, Samik Chatterjee, Chipmakers, Nelson Peltz's, Bob Iger, Evercore, Foot, Wedbush, GameStop's, Donald Trump's, Alex Harring, Jesse Pound, Hakyung Kim, Pia Singh, Sarah Min Organizations: Boeing, JPMorgan, Department of Energy, Semiconductor, Micron Technology, Nvidia, VanEck Semiconductor, Disney, Barclays, Fund Management, Mizuho, GameStop, Trump Media & Technology Group, Trump Media, United Airlines —, Reuters, U.S . Federal Aviation Administration, United Airlines Locations: Wells, Cleveland, Department of Energy . Cleveland, Ohio, Pennsylvania

☆ Stock futures slip ahead of shortened trading week: Live updates
▼ + stars: | 2024-03-24 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Traders work on the floor of the New York Stock Exchange (NYSE) on March 20, 2024 in New York City. Stock futures were slightly lower Sunday evening ahead of March's last—and shortened—trading week. S&P futures and Nasdaq 100 futures lost nearly 0.1%. Overall investor sentiment remains above its historical average, according to the latest weekly American Association of Individual Investors Sentiment Survey, reflecting persistent market optimism. This week, investors will gain further insight about the path of inflation from the February personal consumption expenditures price index, the Fed's preferred inflation gauge, released Friday morning.

Persons: Ryan Grabinksi Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, Dow, Federal, American Association of, Strategas Securities Locations: New York City, March's, U.S

☆ General Electric is among the most overbought names on Wall Street. Here are the others
▼ + stars: | 2024-03-22 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

After significantly outperforming the broader market this year, shares of General Electric could see a pullback, at least according to one popular chart metric. Using the CNBC Pro Stock Screener tool, we searched for the most overbought and oversold names in the S & P 500 based on their 14-day relative strength index, or RSI. Here are some of the most overbought names: General Electric 's 14-day RSI of nearly 83 indicates that shares could be overbought. Several oil and gas names are also overbought, according to their RSI. However, Wall Street anticipates nearly 17% upside for Marathon Oil, according to LSEG.

Persons: LSEG, Wells, Roger Read Organizations: General, Federal Reserve, Dow Jones, Nasdaq, CNBC, Stock, GE, GE Vernova, New York Stock Exchange, Valero Energy, Marathon Petroleum, Marathon, NRG Energy, LSEG, NRG, Valero, Oil, Pfizer Locations: U.S, LSEG, Wells Fargo

☆ Stocks making the biggest moves premarket: Google, HashiCorp, Nvidia and more
▼ + stars: | 2024-03-18 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Google — Alphabet Class A shares were trading 5.6% higher following a Bloomberg report that said Apple is in talks with Google to license and build its Gemini artificial intelligence engine into future iPhones. Nvidia — The stock moved 2.7% higher ahead of its highly-anticipated GTC Conference , where the chipmaker is expected to announce various AI updates. HashiCorp — Shares jumped 9.8% on news that the San Francisco-based software provider has been considering options including a sale. Taiwan Semiconductor Manufacturing — The U.S.-listed shares gained 1.5% after a Reuters report , citing sources familiar, said Taiwan Semiconductor is deliberating building advanced packaging capacity in Japan. Tesla — Shares rose 3.2% even after Goldman Sachs cut its price target on Tesla by $30 to $190 as the electric vehicle maker faces issues with rising competition and slower demand.

Persons: Apple, Goldman Sachs, Morgan Stanley, —, Alex Harring, Samantha Subin, Jesse Pound, Brian Evans, Yun Li, Sarah Min, Michelle Fox Theobald Organizations: Bloomberg, Google, Nvidia, Conference, HSBC, Taiwan Semiconductor Manufacturing, Taiwan Semiconductor, Tesla Locations: San Francisco, U.S, Taiwan, Japan

☆ Stocks making the biggest moves midday: Nvidia, Apple, Alphabet, PepsiCo and more
▼ + stars: | 2024-03-18 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Investors see the event as a bellwether for artificial intelligence, as Nvidia is expected to unveil new products and updates. Alphabet , Apple — Shares of the Google parent company gained nearly 7% following a Bloomberg report that said Apple was discussing licensing Alphabet's Gemini artificial intelligence engine into the iPhone. Apple climbed roughly 2%. PepsiCo — The beverage stock rose nearly 4% after an upgrade to overweight from equal weight by Morgan Stanley . PepsiCo's business fundamentals should bottom out early this year and then rebound in the second half, according to Morgan Stanley.

Persons: Apple, Tesla, Morgan Stanley, Uber, — CNBC's Pia Singh, Jesse Pound Organizations: Nvidia —, Conference, Investors, Nvidia, National Association of Realtors, realtors ., —, Google, Bloomberg, Apple, Taiwan Semiconductor Manufacturing, Reuters, Bank of America, PepsiCo, Technologies Locations: San Francisco, Japan

Stocks have been on a tear, but analysts can't agree on which names they like going forward. Analysts are becoming increasingly divided on names such as Tesla and International Business Machines — which have struggled recently despite the broader market rally. Against this backdrop, CNBC Pro set out to find the stocks in which analysts are most divided. is largely favored by Wall Street, receiving buy ratings from 40% of analysts covering the stock, and sell ratings from just a fifth. Other stocks analysts are divided on include sports apparel retailer Lululemon , which still has buy ratings from 50% of analysts covering the stock, and United Rentals , which has a 50-50 split in analysts' buy and sell ratings.

Persons: Stocks, Russell, Elon Musk, Goldman Sachs, Mark Delaney, Tesla's, Palantir, Mariana Perez Mora, Alex Karp, Peter Thiel Organizations: Tesla, Machines, Dow Jones Industrial, Nasdaq, CNBC Pro, Elon, FactSet, Monday, EV, Software, U.S ., Defense, Bank of America, CNBC, Israel, Tech, IBM, Wall, United Rentals Locations: Friday's, Israel

There's a host of stocks that can still benefit from the artificial intelligence craze besides Nvidia , according to analysts. As investors look for AI plays beyond Nvidia, CNBC Pro used FactSet data to screen for stocks in the technology and semiconductor space that should see significant earnings growth in the future. Analysts anticipate year-over-year earnings per share for 2024 will grow by 39.5% and advance by 48.7% in 2025. Management said on the company's earnings call that sequential growth is expected throughout 2024, with the second half of the year being stronger than the first. Other stocks that can expect to see huge earnings growth moving forward include Super Micro Computer , audio and imaging technologies developer Dolby Laboratories and Ultra Clean Holdings .

Persons: Jensen Huang, Christopher Danely, Evercore, Fabless chipmaker SiTime, It's, SiTime Organizations: Nvidia, Conference, Bank of America, CNBC Pro, Devices, Citi, AMD, Seagate Technology, Evercore ISI, Seagate, Management, Micro, Dolby Laboratories, Clean Holdings

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