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☆ The majority of altcoins launched since 2020 are dead, but bitcoin's latest rally could spark a revival
▼ + stars: | 2024-03-10 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

72% of crypto projects have died since 2020, a report from Alphaquest and Storible said. On Friday, crypto market capitalization hit a record high of $2.58 trillion. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Since 2020, 72% of crypto projects have died, according to a report published by Alphaquest and Storible. On Friday, the crypto market hit a new record, with capitalization reaching $2.58 trillion, Kuptsikevich wrote in a market update.

Persons: Storible, —, Alphaquest, FTX's, bitcoin, Geoff Kendrick, Alexander Kuptsikevich, Liquid Investments Seth Ginns, Kuptsikevich, Kendrick Organizations: Service, Standard, BTC, Business, CoinFund, Liquid Investments Locations: Alphaquest, altcoins

☆ China's focus on boosting exports will disrupt global politics and start a new trade war next year, economist says
▼ + stars: | 2024-03-06 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

China wants to transition its growth model, with a bigger role for manufacturing, China Beige Book CEO Leland Miller told CNBC. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementAs China looks to transition towards a healthier growth model, its strategy could spark a head-to-head with other global economies, China Beige Book CEO Leland Miller told CNBC. Because the Chinese economic growth model is not sustainable considering the political sensitivities of the rest of the world." Meanwhile, a flood of Chinese solar panels to Europe has sparked warnings that one of the region's biggest production sites could close.

Persons: Leland Miller, —, Miller, they're, They're, BYD, Tesla Organizations: CNBC, Service, Beijing Locations: China, Beijing, Europe

☆ As gold scales all-time highs, Wall Street analysts say it has even further to go
▼ + stars: | 2024-03-05 | by ( Jenni Reid | ) www.cnbc.com time to read: +1 min

An employee handles one kilogram gold bullion at the YLG Bullion International Co. headquarters in Bangkok, Thailand, on Friday, Dec. 22, 2023. Gold prices pushed higher Tuesday after futures pricing for the precious metal notched fresh records in the previous two sessions — with analysts seeing strength lasting at least into the second half of the year. Spot gold was trading 0.7% higher at $2,129, though market-watchers note that in real terms, adjusted for inflation, gold is well below past peaks. In a Monday note, analysts at Citi described themselves as "medium-term bullion bulls," calling a 25% probability of gold averaging a record $2,300 per ounce in the second half. Citi describes gold as a developed market "recession hedge," and increasingly see tailwinds from uncertainty around the U.S. election in November.

Persons: Donald Trump Organizations: Co, Citi, Berenberg Locations: Bangkok, Thailand, London, Ukraine, Gaza

☆ Will Nikkei's record-breaking rally sustain even as Japan's economy sputters?
▼ + stars: | 2024-03-05 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com time to read: +3 min

Fuji and Tokyo skyline Jackyenjoyphotography | Moment | Getty ImagesJapan's Nikkei stock index has been on a record-breaking spree on the back of robust earnings and investor-friendly measures. But the country's ailing economy has experts divided over this sustainability of this rally. Japan's corporate governance reforms have been a key driver for the country's stock markets, Momma said, while stressing that stock indexes do not necessarily represent the entire economy that includes SMEs and households. SMEs are a critical lever in the Japanese economy, accounting for 70% of national employment and 50% of the country's economic growth. "Spillover from the global boom of AI-related stocks certainly helped Nikkei," Momma said.

Persons: Kazuo Momma, Momma, Sayuri Shirai, pare, Shirai, Phillip Colmar MRB Organizations: Nikkei, Mizuho Research, CNBC, Bank of Japan, Nvidia, Technology, Stock, Keio University, Bank of America, Phillip Colmar MRB Partners Locations: Fuji, Tokyo, Germany, Japan, U.S, China

On a more positive note, Guggenheim upgraded GSK to buy thanks to strength across multiple product pipelines. Elsewhere, RBC upgraded Lyft to outperform, calling for a major rally ahead. Analyst Brad Erickson upgraded Lyft shares to outperform from sector perform, and raised his price target by $6 to $23, implying roughly 40.7% potential increase. — Pia Singh 6:10 a.m.: DoorDash upgraded by RBC on new partnerships potential, higher order growth RBC Capital Markets upgraded DoorDash to outperform from sector perform. Analyst Seamus Fernandez upgraded shares to buy from neutral and assigned a £20.31 price target, representing 21% upside to GSK's latest close.

Persons: Guggenheim, Wells Fargo, Timur Braziler, Braziler, — Pia Singh, Lyft, Brad Erickson, Erickson, Seamus Fernandez, Fernandez, Citi downgrades Ferrari, Ferrari, Harald Hendrikse, Fred Imbert Organizations: CNBC, Citi, Ferrari, GSK, RBC, Popular, RBC Capital Markets RBC Capital Markets, DASH, Capital Markets, Guggenheim Securities, drugmaker GSK, Guggenheim Locations: Wells Fargo, Puerto Rico, U.S, Wells, Shingrix, Arexvy, Milan

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Super Micro, Eli Lilly, Lyft, DoorDash, Disney & more
▼ + stars: | 2024-03-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

UBS upgrades Norfolk Southern to buy from neutral UBS said it sees margin improvement for the railroad. Goldman Sachs initiates Super Micro as neutral Goldman said the stock is an "AI winner" but that valuation is full right now. UBS reiterates Eli Lilly as buy UBS raised its price target on the stock to $910 per share from $810. UBS reiterates Nvidia as buy UBS said it's sticking with its buy rating after a series of investor meetings with the company." Argus upgrades New York Times to buy from neutral Argus said it sees revenue growth for the newspaper company. "

Persons: Morgan Stanley, Disney, Piper Sandler, Piper, Guggenheim, Baird, SQSP, Goldman Sachs, Goldman, Bernstein, Tesla, underperform Bernstein, Eli Lilly, Wells, Melius, Citi downgrades Ferrari, Jefferies, Evercore, it's, Rosenblatt, Snowflake, Slootman's Organizations: BROS, Guggenheim, GSK, UBS, Norfolk Southern, Micro, JPMorgan, Nvidia, Kyverna Therapeutics, FLT, UDR, Conservative, America Health, RBC, Apple, Citi, Ferrari, Jefferies, BP, Barclays, Barclays downgrades, ISI, Toast Inc, Bank of America, Ball Corp, of America, Broadcom, New York Times Locations: Norfolk, China, New

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Dell, Netflix, Micron, Broadcom, Eli Lilly, New York Community Bancorp & more
▼ + stars: | 2024-03-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

"We are initiating coverage of Evolent Health with an Outperform rating and $45 price target." Goldman Sachs downgrades Estee Lauder to neutral from buy Goldman downgraded the stock and said it's under "sizeable pressure." "We are upgrading Annexon (ANNX shares) to Overweight from Neutral and establishing a December 2024 price target of $11." Bank of America reiterates Eli Lilly as buy Bank of America raised its price target on the stock to $1000 per share from $800. "Following 4Q23 earnings we are upgrading GoodRx from Neutral to Overweight and increasing our December 2024 price target from $7 to $10."

Persons: Davidson, Campbell, Morgan Stanley, JD, TD Cowen, Parker, Dell, Goldman Sachs, Goldman, Louise Singlehurst, Tom Ford, Jefferies, Root, AVGO's, Stephens, Vita Coco, COCO, Piper downgrades, Piper, Redburn, Oppenheimer, Daiwa, Morgan Stanley downgrades Flywire, Goldman Sachs downgrades Estee Lauder, Estee Lauder, Dwight, Wells, Eli Lilly, Lilly, D.A Organizations: Apple, Vulcan, Merck, Vertex Pharmaceuticals, Bank of America, Broadcom, York Community Bancorp, Netflix, Micron, Mizuho, MU, Citi, EV, Health, Nvidia, Dwight, Hewlett Packard Enterprises, JPMorgan, biosciences, " Bank of America Locations: York, Davidson, Oshkosh, Minneapolis , MN

However, the company also said it sees single-digit revenue growth for fiscal 2025. UBS reiterated a neutral rating alongside its $310 per share price target on Salesforce, or more than 3% upside ahead. Product revenue growth of 33% year over year in the fourth-quarter was also below Wall Street estimates. Murphy noted there's a disconnect between what Barrick has accomplished in the past five years and its stock price. "We see asset disposals and cost improvements as likely to reverse share price weakness as the market recognizes the strength of the asset portfolio."

Persons: Morgan Stanley, Snowflake, Jefferies, TD Cowen downgrades Macy's TD Cowen, Oliver Chen, Macy's, — Brian Evans, Brad Sills, Brian Evans, AutoNation Morgan Stanley, AutoNation, Morgan Stanley's, Mike Manley, Adam Jonas, Salesforce, Amy Weaver, Goldman Sachs, Kash Rangan, Bank of America's Brad Sills, Morgan Stanley downgrades Snowflake, Snowflake's, Frank Slootman, Keith Weiss, Matthew Murphy, Murphy, Fred Imbert Organizations: CNBC, Barrick, Mining, Bank of America, of America, TAM, Bank of America's, UBS, StreetAccount, Jefferies, Barrick Gold, Newmont, Newcrest Locations: Africa, East

☆ This investor has returned 50% in 12 months. Here's what she's betting on next
▼ + stars: | 2024-02-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Not for herself, but for the stocks she scoops up for Thrivent's Large Cap Growth fund — even when growth shows signs of slowing. On a total return basis, investors in the fund have netted 48% in the last 12 months, according to FactSet. Thrivent Large Cap Growth climbed to the 18th percentile among more than 1,200 growth funds in 2023, up from the 73rd percentile in the disastrous 2022, Morningstar data shows. Maybe that's because as an analyst, Brunner's background was in large cap consumer staples and large cap retail and discretionary stocks, after starting out covering specialty apparel retailers. "It's just a really exciting spot to be in," Brunner said of studying growth stocks.

Persons: Lauri Brunner, Wall Street's, Brunner, Brunner doesn't, Thomas, Jensen Huang, Amazon's Organizations: Amazon, Meta, Morningstar, FAF Advisors, RBC Capital, Thrivent, Tech, University of St, Nvidia, Microsoft, Netflix, Walmart Locations: Thrivent, it's

☆ House GOP's budget 'poison pills' could force spending cuts, rattle economy
▼ + stars: | 2024-02-27 | by ( Rebecca Picciotto | ) www.cnbc.com time to read: +5 min

House Republican hardliners' efforts to stonewall a budget deal ahead of a looming government shutdown could risk triggering automatic spending cuts later this spring that may put pressure on the U.S. economy's already fraught recovery. A full-year budget deal to avert the FRA cuts appears increasingly unlikely, amid staunch opposition from the House's ultraconservative wing. Freedom Caucus derailmentMembers of the House Freedom Caucus, a coalition of hardline conservatives, have been working to derail a permanent budget. Instead, they want to extend the current temporary spending resolution through the rest of the fiscal year, ensuring the FRA's spending cuts are triggered on April 30. But if the FRA's automatic spending cuts take effect, they could rattle the broader economy's teetering recovery.

Persons: Mike Johnson, Jake Sullivan, economy's, Joe Biden, Chuck Schumer, Mitch McConnell, Hakeem Jeffries, Jan, Johnson, Kevin McCarthy, McCarthy, McConnell, Piper Sandler, Nancy Lazar, Lazar, Sen, Patty Murray Organizations: National Security, U.S, Capitol, House Republican, Congressional Research Service, Caucus, Democrat, Freedom Caucus, Congressional Locations: Washington ,, stonewall, D

☆ Here are Tuesday's biggest analyst calls: Nvidia, Arm, Tesla, Rivian, Netflix, Micron, Roku, Seagate & more
▼ + stars: | 2024-02-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Citi reiterates Snowflake as a top pick Citi said Snowflake remains a top pick at the firm. Citi reiterates Micron as buy Citi said concerns about the stock underperformance is overdone and investors should buy the dip in top pick Micron. "We reiterate our Buy rating on Micron and maintain our price target of $95.00, above its historical average given the DRAM upturn and continued upside." "We are initiating coverage of Duolingo with a Buy rating and $222 price target (12x 2025 revenues)." Citi reiterates Nvidia as a top pick Citi said it's staying long shares of Nvidia.

Persons: Morgan Stanley, Rivian, Snowflake, Berenberg, Eli Lilly, Unilever, Edward Jones, Goldman Sachs, Piper Sandler, Piper, Datadog, Yuka Broderick, Janney, Argus, Wells, VZIO, MGY, Bernstein, it's, Evercore, Davidson Organizations: Citi, US pharma, Staples, Fractyl Health, Investor Relations, Strategic Finance, American Eagle Citi, Watch, Micron, UBS, Netflix, SUN, Kroger, Industry, Deutsche Bank, Deutsche, Seaport, Bank of America, Gas, Semiconductors, Nvidia, AMD, Seagate, Bank of, underperform Bank of America, JPMorgan, Comerica, CMA

☆ The whole world is reaching all-time highs. Here’s what’s driving it
▼ + stars: | 2024-02-27 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

On the surface, it may seem simple — global stocks are rallying, so there must be one universal driver, right? When this happens, the yen should strengthen and improve shareholder value in Japanese stocks, Arone said. "All of that gives you the ingredients you need to push stocks higher — not only U.S. stocks, but global stocks — in the next 12 months or so," he said. "I think that international stocks — Japan, Europe — have more room to go. Similar to Kelly, Kleintop recommended a more broad-based approach to playing this global rally.

Persons: It's, Charles Schwab's, Jeffrey Kleintop, they've, David Kelly, Michael Arone, Kelly, Arone, —, Kleintop, Fred Imbert Organizations: U.S, Dow Jones, Nasdaq, Nikkei, CNBC, Nvidia, Asset Management, Federal Reserve, European Central Bank and Bank of England, Bank of Japan, Tokyo Stock Exchange, State, — Locations: United States, U.S, Europe, Japan, Korea, China, Asia, America, Eastern Europe, — Japan

☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
▼ + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN

☆ Stocks making the biggest moves midday: Berkshire Hathaway, R1 RCM, Freshpet, Amer Sports and more
▼ + stars: | 2024-02-26 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Earlier in the session, the conglomerate's stock reached all-time highs, following strong operating earnings in its fourth quarter. Pilgrim's Pride — Shares climbed 6.2% after the meat processing company beat Wall Street's expectations for the fourth quarter. Amer Sports — The athletic retailer climbed 3% on the back of a slew of bullish calls from Wall Street analysts. Fresh Del Monte Produce — Shares fell 2% after the agriculture company reported quarterly results that fell short of expectations. Revenue of $1.01 billion was lower than the consensus estimate of $1.03 billion.

Persons: Berkshire Hathaway —, Morgan Stanley, Pilgrim's, FactSet, Wilson, Arc'teryx, — CNBC's Brian Evans, Michelle Fox, Lisa Kailai Han, Alex Harring, Tanaya Macheel, Jesse Pound, Pia Singh Organizations: Berkshire, U.S . Securities, Exchange Commission, Amer, Wall Street, Micron Technology, —, HSBC, Alcoa —, Alcoa, Fluence Energy, Susquehanna Financial, Produce, FactSet, PPG, PPG Industries Locations: FactSet ., U.S, Canada

☆ Does your dog need a coat?
▼ + stars: | 2024-02-24 | by ( Alicia Wallace | ) edition.cnn.com time to read: +11 min

But all this begs the question: Does your dog need a coat? From high-fashion to high-performanceThere’s evidence of dog fashion and clothing throughout history — from the ancient Egyptians and 19th-century Paris dog boutiques to early 20th-century photographs of dogs wearing clothes. Prada's Re-Nylon puffer dog coat with hood comes in two colors and three sizes, $825 From PradaBut the transition from Fifth Avenue high-end and high fashion to high-performance and technical function has certainly accelerated in recent decades. Doberman Pinschers — along with sleek breeds like Greyhounds and Whippets — are prime candidates for dog coats because of their short hair, thin skin and minimal body fat. “Make sure the coat fits well for safety and they’re supervised while wearing the coat.

Persons: Jerry Klein, Klein, Godiva, Jessica Rinaldi, I’m, ”, Alan Fausel, Enoch Frères, ” Fausel, Tiffany, Bruiser Woods, ” Frank, “ Frasier, Prada, Gucci, Prada's, Peter Kearns, Batman, Robyn Baldrey, Joe Hafner, Voyagers, ” Hafner, That’s, ” Coats, Jackie Moord, Mark Makela, Nicole Wheatley, Shanoa, ’ ” Wheatley, MeadowCat, Wheatley, Minnesota’s Northwoods, Drogo, Lois Katchur, Richter, Whippets, Leon, Sypha, ” Wheatley, Jennifer Bruns, Kent Nishimura, ” Bruns, they’re Organizations: Minnesota CNN —, American Kennel Club, CNN, Boston, Boston Globe, AKC Museum, Prada, Fifth, American Pet Products Association, “, Husky, PetSmart Veterinary Services, Los Angeles Times Locations: Anoka, Minnesota, Boston , Massachusetts, New York City, Paris, Seattle, Bend , Oregon, Santa Monica, It’s, Tacoma , Washington, Ada , Michigan, Rehoboth Beach , Delaware, Anoka , Minnesota, Minnesota’s, Muncy , Pennsylvania, Washington , DC

☆ This industrial stock keeps hitting record highs — what's behind the rally and what's next
▼ + stars: | 2024-02-23 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

It's been a great month for Eaton stock. The power management company notched a series of record highs during a lengthy post-earnings rally that saw shares surge 17% in February. They include infrastructure spending, further artificial intelligence adoption necessitating the construction of more data centers, the acceleration of the transition to clean energy, and the rise of nearshoring and onshoring. The semiconductor giant's results highlighted strength and demand for data centers — a big part of Eaton's overall business and sales. AI data centers require lots more electrical components, which will likely show up on Eaton's order book down the line.

Persons: It's, what's, Eaton, Joe Biden's, Jim Cramer's, Jim Cramer, Jim, Brendan McDermid Organizations: Eaton, Infrastructure Investment, Jobs, Nvidia, CNBC, Traders, New York Stock Exchange Locations: Eaton

☆ UBS says the AI-driven tech rally 'still has room to run' as the sector is set to see explosive growth — and shares 2 trades to benefit from the upside potential
▼ + stars: | 2024-02-23 | by ( William Edwards | ) www.businessinsider.com time to read: +3 min

But can the momentum continue for AI stocks continue? But our estimates could prove to be conservative in light of recent developments like Open AI's text-to-video model Sora and management commentary from Nvidia," Marcelli said. Both Microsoft and Alphabet reported increased cloud revenue growth thanks to AI, and revenue from their AI models and applications should see significant growth in the next five years, she said. "Given the strong AI-related tailwinds, we see 18% year-over-year earnings growth in 2024 for the global tech sector, including information technology and internet," Marcelli said. 2 trades to ride the AI waveTo take advantage of further AI upside, Marcelli said UBS prefers two market subsectors: semiconductors and software.

Persons: Solita Marcelli, Marcelli Organizations: Nvidia, Business, UBS, UBS Americas, Microsoft, VanEck Semiconductor, Invesco Semiconductors, Software Sector, P Software & Services, Big Tech

☆ A passenger plane exceeded 800 mph due to strong winds — 200 mph faster than usual. Experts say passengers had nothing to worry about.
▼ + stars: | 2024-02-23 | by ( Monica Humphries | ) www.businessinsider.com time to read: +3 min

The speeds — Virgin's plane reached 802 mph and United at 838 mph — are some of the fastest speeds recorded in recent years. According to the National Weather Service in the DC area, winds reached speeds of 265 mph. AdvertisementThe challenges come when the plane needs to leave the jet stream, Bangs said. On turbulent flights, passengers might notice the plane's wings bending and flexing, and that's on purpose, Bangs told BI. Ultimately, Bangs said, "if that 260 mph jet stream is acting as a tailwind on your flight, it's a lot of fun."

Persons: —, Kathleen Bangs, Domenic, Bangs, LaFauci Organizations: Service, Boeing, Virgin Airlines, United Airlines, National Weather Service, NPR, Business, Getty, Southern New Hampshire University, Airline

☆ Frontier CEO on air travel demand: We've got more tailwinds than any other airline
▼ + stars: | 2024-02-22 | 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 EmailFrontier CEO on air travel demand: We've got more tailwinds than any other airlineBarry Biffle, Frontier CEO, joins 'Money Movers' to discuss if recent airline data is a tell for what to expect for the year, the markets where Frontier can afford to be a little more aggressive, and Wall Street's attention on energy prices.

Persons: We've, Barry Biffle Organizations: Email, Frontier

☆ Rosenblatt calls for more than 60% upside on Super Micro Computer after stock's massive rally
▼ + stars: | 2024-02-20 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Super Micro Computer has soared more than 182% since the start of the year, but the chipmaker has even more upside potential ahead thanks to artificial intelligence tailwinds, according to Rosenblatt. Another key factor in Super Micro's growth story is its liquid cooling solutions for data centers, Mosesmann added. Traditional chipmakers have been less adept in this segment, which opens the door for Super Micro to achieve "heightened hyper-scale engagement," according to the analyst. "The anticipation of increased research coverage should further illuminate Supermicro's business model and the opportunities in its [total addressable market]." Shares of Super Micro were up nearly 3% Tuesday during premarket trading.

Persons: Rosenblatt, Hans Mosesmann, Mosesmann, Wells, — CNBC's Michael Bloom Organizations: Micro Locations: Friday's

Its price target of $4,380 suggests nearly 18% upside from Friday's close. "We expect numbers to reset lower (again) with the downward revision a negative catalyst for the multiple, and the margin story likely being pushed out to 2025," wrote analyst Christian Carlino. Analyst Anthony Powell accompanied the move by raising his price target to $204 from $194, implying a potential 15% rally for the stock. The investment firm upgraded the airline stock to market-perform from underperform, boosting its price target to $32 from $26. His price target of $338 per share implies upside of just 5% from Friday's close.

Persons: Bernstein, Evercore, Piper Sandler, Brian Mullan, Mullan, — Jesse Pound, Aaron Kessler, — Michelle Fox, JPMorgan downgrades Holley, Holley, Christian Carlino, Carlino, HLLY, hasn't, — Lisa Kailai Han, AvalonBay, Anthony Powell, Powell, AVB, Lisa Kailai Han, Joshua Shanker, Morgan Stanley, bullish Tesla, Tesla, Adam Jonas, Jonas, Russell Quelch, Quelch, MSCI, Arun Viswanathan, Viswanathan, Rosenblatt, Hans Mosesmann, Mosesmann, Michael Linenberg, Linenberg, David Vernon, David Raso, Raso, Assuredness, Fred Imbert, ~$ ~$ Organizations: CNBC, Airlines, Southwest Airlines, Deutsche Bank, JetBlue, Caterpillar, Foods, . Restaurant, Seaport Research, Booking Holdings Seaport Research Partners, Booking Holdings, JPMorgan, Barclays, Bank of America, AIG, of America, Tesla Network, RBC, Ball Corporation, Markets, Ball Corp, Aerospace, BAE Systems, Ball, Micro Computer, Super Micro Computer, Micro, ASM, Spirit Airlines, Bernstein, Spirit, Boeing Max, ISI, CAT Locations: Southwest, Friday's

☆ Yulia Navalnaya is raising hopes for a renewed Russian opposition. She will face huge challenges
▼ + stars: | 2024-02-20 | by ( Clare Sebastian | ) edition.cnn.com time to read: +7 min

On Monday, just three days after her husband’s death, Yulia Navalnaya rebranded herself as a political force, vowing to pick up where her husband left off. And yet for those left, Navalny’s death has created some momentum to keep trying. The man who put Nadezhdin forward, Civic Initiative party leader Andrey Nechaev, a former economy minister in the 1990s, denies there’s no functioning opposition left. On Saturday, the Lithuanian foreign minister Gabrielus Landsbergis posted a photo of himself with Khodorkovsky, Kasparov, and another exiled former Russian opposition politician Dmitry Gudkov. “We shouldn’t overestimate the spread of opposition ideas, opposition moods in Russian society,” says Bondarev.

Persons: Alexey Navalny, “ You’re, Navalny’s, Yulia, Yulia Navalnaya, ”, “, Putin, Alexey, ” Yulia Navalnaya, Boris Bondarev, ” Bondarev, Navalnaya, ” Navalny, Grigory Yavlinsky, Yavlinsky, Ilya Yashin, Navalny, Vladimir Kara, Murza, Mikhail Khodorkovsky, Garry Kasparov, Russia’s, Boris Nadezhdin, Andrey Nechaev, Nechaev, Boris Nemtsov’s, Evgeny Feldman, ” Khodorkovsky, Gabrielus Landsbergis, Khodorkovsky, Kasparov, Dmitry Gudkov, …, Putin’s Organizations: CNN, CNN Films, Navalnaya, Munich Security, Corruption, Putin, Civic Initiative Locations: Tomsk, Germany, Russian, Ukraine, Brussels, Russia, British, Moscow, Kirov , Russia, Lithuanian

☆ Big Tech’s next key market is India. Here’s how four Club portfolio names are playing it
▼ + stars: | 2024-02-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

Just days after delivering a stellar quarter, Microsoft CEO Satya Nadella was on a whirlwind speaking tour throughout India. The Indian market also represents a largely untapped market that will diversify revenue streams. Over the summer, India became Amazon's first market in Asia to launch its dedicated virtual cargo airline , dubbed Amazon Air. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Satya Nadella, Morgan Stanley, Chetan Ahya, Ahya, Bernstein, Nadella, Zev Fima, Fima, Tim Cook, Amazon, Sundar Pichai, Jim Cramer's, Jim Cramer, Jim Organizations: Microsoft, Apple, country's Ministry, Skill Development, Entrepreneurship, Club, Foxconn Technology, Media, Amazon, Walmart, Web Services, Google, CNBC Locations: India, Mumbai, Bengaluru, New Delhi, China, Asia, United States, Chennai, Puna, Hyderabad, Tamil Nadu, India's, Gujarat

— Alex Harring 6:46 a.m.: HSBC sees Snowflake pulling back after rally Snowflake's good news has already been priced in with a recent rally, according to HSBC. Analyst Sara Russo upped her price target by $26 to $72, now implying a smaller downside of 43%. — Alex Harring 6:05 a.m.: Macquarie moves to sidelines on Sony There's reasons for pause on Sony , Macquarie warned. Still, the analyst noted the "many" risks to the stock price, including valuation and if the ETFs become a competitor to Coinbase itself. The bank initiated coverage of the medical technology stock with a buy rating and a price target of $100 per share.

Persons: Ulta, Oppenheimer, Rupesh, Parikh, Alex Harring, Snowflake, Stephen Bersey, Bersey, Bernstein, Sara Russo, Russo, — Alex Harring, Skechers, Jesalyn Wong, Wong, Macquarie, Damian Thong, Thong, deconsolidation, Colin Isaac, Eastman, Isaac, EBITDA, Piper Sandler, Harsh Kumar, Kumar, Kenneth Worthington, Worthington, Sezgi Oezener, Taha Kass, Oezener, Fred Imbert Organizations: CNBC, JPMorgan, HSBC, GE Healthcare, ISI, Distributors, Sony, Macquarie, U.S, Eastman, Eastman Chemical, Nvidia, GE Healthcare HSBC, General Electric, Learning, Amazon, Science & Technology Locations: Wednesday's, Sony's U.S, premarket, Coinbase

☆ Here are Thursday's biggest analyst calls: Apple, Nvidia, Snowflake, Coinbase, Skechers, Tesla, Berkshire Hathaway & more
▼ + stars: | 2024-02-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Thursday's biggest calls on Wall Street: Macquarie downgrades Sony to neutral from buy Macquarie said it sees a more balanced risk/reward for the entertainment company. "With Sony near our target price and market expectations at risk given lacklustre FY3/25 guidance, we are downgrading to Neutral." Deutsche Bank reiterates Rocket Lab as a top pick Deutsche said it's standing by its bullish status on the space company. " Bank of America initiates Super Micro as buy Bank of America said the server and storage solutions company is an AI beneficiary. Bank of America reiterates Uber as buy Bank of America said it's feeling more bullish after the company's investor day.

Persons: Macquarie, Davidson, DA, Piper Sandler, Piper, KeyBanc, Evercore, Skechers, Price, Bernstein, underperform Bernstein, Redburn, Eastman, Morgan Stanley, Wells, Morgan Stanley downgrades, Guggenheim, Generac, Uber, Tesla, KBW, Berkshire Hathaway Organizations: Macquarie, Sony, JPMorgan, Deutsche Bank, Deutsche, Nvidia, Citi, FedEx, Apple, HSBC, GE Healthcare, GE, Crypto, UBS, Downside, Eastman Chemical, Comcast, Cisco, Cliffs, Steel, " Bank of America, Air Products, of America, Linde, Bank of America, Micro, Inc, Guggenheim, Mizuho, Energy, BMO, CNBC, & $ Locations: Nashville, China, Morgan Stanley downgrades Cleveland

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