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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Snap's quarterly earnings results, Big Tech stocks' bull run, which tech company he likes the most, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech
CNN —LaLiga, Spain’s top soccer league, says it is going to report a young Rayo Vallecano fan who poked Sevilla forward Lucas Ocampos in the backside to the juvenile prosecutor’s office. “LALIGA is going to report the facts to the Juvenile Prosecutor’s Office as it involves a minor,” the league said in a statement to CNN. After the match, Ocampos said he hoped the league takes the incident as seriously as it takes incidents of racist abuse. Ocampos said he hopes the league takes the incident as seriously as racism. “Rayo Vallecano has always promoted the maximum respect towards referees, footballers and coaches.
Persons: CNN —, Rayo Vallecano, Lucas Ocampos, Ocampos, Valentín, , ” Ocampos, DAZN España, Rayo, “ Rayo Vallecano, ” Sevilla, ” Rayo, Martin Presa Organizations: CNN, Sevilla, Rayo, Argentine, Isi, , Police, Madrid, Rayo Vallecano, Sevilla FC, Spanish Locations: Europe
Here are Monday's biggest calls on Wall Street: Goldman Sachs reiterates Nvidia as buy Goldman raised its price target on the stock to $800 per share from $625. "So, since our price target is > $135, we must necessarily believe that Tesla's OTHER businesses will emerge to drive upside. JPMorgan downgrades Mattel to neutral from overweight JPMorgan said in its downgrade of Mattel that the Barbie boost was short-lived for the toy company. JPMorgan reiterates Amazon as overweight JPMorgan said it's standing by top idea Amazon. " JPMorgan reiterates PayPal as overweight JPMorgan said it's standing by PayPal heading into earnings later this week.
Persons: Goldman Sachs, Goldman, Cantor Fitzgerald, Cantor, it's, Piper Sandler, Tesla, Piper, Riley downgrades, Redburn, TD Cowen, Smith Douglas, it's bullish, JPMorgan downgrades, Barbie, Evercore, , Moffett, Guggenheim, Davidson downgrades Clorox, cyberattack Organizations: Nvidia, Bank of America, Apple, Apple's, Vision, Tesla Energy, Cedar Fair, SIX, Citi, JPMorgan downgrades, JPMorgan, Broadband, Companies, Smith, Smith Douglas Homes, JPMorgan downgrades Mattel, Mattel, Guggenheim, Inc, DA, PayPal Locations: United States
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMcDonald's should be in a good position this year despite global weakness, says Evercore's PalmerDavid Palmer, Evercore ISI analyst, joins 'Squawk on the Street' to discuss McDonald's quarterly earnings results, whether the boycott headwinds in France will worsen, and more.
Persons: Evercore's Palmer David Palmer Organizations: headwinds Locations: France
Chinese stocks have given up much of their recent gains as investors debate whether the bottom is really in. They screened for names with more than $1 billion in capitalization and expectations for earnings growth in the next two years. Such signals come at a time when Chinese stocks have sold off sharply. Chinese stocks – whether measured by those that trade in the mainland, Hong Kong or U.S. – have fallen for more than two years. "In the past Chinese companies grew rapidly, many companies' results grew exponentially," he said in Mandarin, translated by CNBC.
Persons: Evercore, Rachel Wang, Clocktower, Ye Yuhua, — CNBC's Michael Bloom Organizations: People's Bank of China, Seng Index, Shanghai, Morningstar, CNBC, Baidu, Li Auto Locations: U.S, Beijing, Hong Kong, China, Shanghai, Guangzhou
Goldman Sachs reiterates Amazon as buy Goldman said it's sticking with its buy rating after the company's robust earnings report on Thursday. " Bank of America reiterates Apple as buy Bank of America said investors should keep buying shares of Apple after its earnings report on Thursday. "We are downgrading the shares to HOLD and lowering our price target to $7." Bank of America reiterates Roblox as buy Bank of America said it's bullish on the stock heading into earnings next week. " Citi reiterates Disney as buy Citi said it's standing by the stock heading into earnings next week. "
Persons: Morgan Stanley, Meta, Goldman Sachs, Goldman, Evercore, Oppenheimer, Baird, Wells, Roblox, it's bullish, Chipotle, it's Organizations: North America, Bank of America, Apple, Nvidia, Global Payments, Costco, Citi, Sea, Deutsche Bank downgrades New York Community Bancorp, Deutsche, New, Community Bancorp, Comerica, CMA, TFC, Barclays, Nike, Disney, UBS, ~$ $ Locations: North, China, Singapore, KeyCorp, F1Q23
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'May is looking pretty good' for the start of rate cuts, says Evercore ISI's Krishna GuhaKrishna Guha, Evercore ISI Vice Chairman, joins 'Closing Bell Overtime' to talk the Federal Reserve's decision to leave rates unchanged.
Persons: Evercore ISI's Krishna Guha Krishna Guha, Evercore
JPMorgan initiates Light & Wonder as outperform JPMorgan initiated the Australian gambling company with an overweight and said it has earnings momentum. Evercore ISI reiterates Meta as outperform Evercore said it's bullish on Meta heading into earnings later this week. " Evercore ISI reiterates Amazon as outperform Evercore said it's bullish heading into Amazon earnings later this week. We are upgrading Bank of America (BAC) to OW from EW, upgrading Citigroup (C) to OW from UW, upgrading Goldman Sachs (GS) to OW from EW, and upgrading BNY Mellon (BK) to EW from UW. Bank of America reiterates Uber as buy Bank of America raised its price target on the stock to $73 per share from $68.
Persons: Oppenheimer, Raymond James, CrowdStrike, Mizuho, Evercore, it's, Morgan Stanley, Instacart, Morgan, Goldman Sachs, Raymond James downgrades, McDonald's, Wells, Baird, Tesla, TSLA, BTIG, Jefferies, Masimo, MASI, Uber Organizations: Accenture, Mizuho, JPMorgan, Morgan Stanley, Bank of America, Citi, Citigroup, BNY Mellon, BK, UW, Trust, AMD, Salesforce Inc, UBS, Spotify, sss, Western Alliance, WAL, Boeing, Olema Oncology, Breast Cancer, " Bank of America, Netflix, Seaport Locations: OW, UW, Wells Fargo
JPMorgan upgrades Dollar Tree to overweight from neutral JPMorgan said in its upgrade of the stock that it's a "self-help" story. Bernstein upgrades Hershey to outperform from market perform Bernstein said in its upgrade of the chocolate maker that market share trends are improving. " Goldman Sachs reiterates Nvidia & Micron as buys Goldman said it's standing by shares of Nvidia and Micron. Bank of America upgrades ZoomInfo to buy from neutral Bank of America said the software company is a "self-help" story. Bernstein reiterates Qualcomm as outperform Bernstein said it's bullish heading into Qualcomm earnings later this week.
Persons: Wells, Jefferies, it's, Evercore, Bernstein, Hershey, Goldman Sachs, Goldman, Raymond James, Sherwin, Williams, Morgan Stanley, William Blair, Morgan Stanley downgrades Brown, Forman Organizations: UBS, Amazon, Amazon Web Services, Citi, Air, Deutsche Bank, TFI, Deutsche, JPMorgan, Warner Brothers Discovery, Microsoft, Meta, YouTube, Nvidia, Micron, MU, Netflix, Barclays, Apple, Colgate, Palmolive, " Bank of America, of America, Beam Therapeutics, Bank of America, Builders, Devices, AMD, Qualcomm Locations: Norfolk Southern, Atlanta
What history shows: GM beats earnings estimates 87% of the time, according to data from Bespoke Investment Group. Alphabet is set to report earnings after the close. What history shows: Alphabet averages a 1.45% gain after reporting earnings, Bespoke data shows. What history shows: Amazon exceeds earnings expectations 63% of the time, according to Bespoke. What history shows: Meta shares have risen in three of the last four earnings days, per Bespoke, including a 23.3% rally.
Persons: Bard chatbot, Gus Richard, David Palmer, Palmer, MSFT, Jordan Novet, bode, Leslie Josephs, Max, Alaska's, AAPL, AMZN, Mark Zuckerberg Organizations: Meta, Apple, ., Motors, CNBC, Tuesday, United Auto Workers, LSEG, Investment, AMD, Starbucks, Microsoft, Management, Wednesday Boeing, Alaska Airlines, FAA, Boeing, United Airlines, Web, Mizuho Securities, Nvidia Locations: Northland, China, Alaska
While most of Wall Street expects good news this earnings season, so far results have been mixed. 17 small-cap earnings surprisesSpeaking of earnings, Carey Hall highlighted the best investment factors among small-cap stocks this earnings season. "So far in January, Estimate Revisions and Earnings Surprise have been two of the most alpha-generative small cap factors (long-short spreads of +4ppt/+3ppt, respectively)," Carey Hall wrote. To help find the stocks most likely to surprise to the upside during the rest of earnings season, Carey Hall screened for small- and mid-cap stocks that Bank of America analysts believe could see earnings come in above consensus estimates. Finally, she sorted through the results and highlighted only those stocks that were buy-rated by Bank of America.
Persons: Evercore ISI's Julian Emanuel, It's, you'd, Jill Carey Hall, Carey Hall, , Outperformance, Russell, Carey, value's Organizations: Business, Bank of America, Big Tech, Federal Reserve
Oppenheimer reiterates Apple as outperform Oppenheimer said it's bullish on Apple's future in gaming. Bank of America reiterates Alphabet as buy Bank of America raised its price target on the stock to $175 per share from $166. Bank of America reiterates Apple as buy Bank of America said it's standing by its buy rating Apple. Bank of America reiterates Amazon as buy Bank of America said Amazon is "well positioned." RBC downgrades Northrop Grumman to sector perform from outperform RBC downgraded the stock after its earnings earnings and says upside is limited.
Persons: Oppenheimer, it's, Tesla, TD Cowen, Needham, headwinds, JPMorgan downgrades Dow, Piper Sandler, Piper, UBS downgrades Archer, Daniels, Northrop, Goldman Sachs, Goldman, Jabil, Wedbush, Evercore Organizations: Seagate, Apple, Bank of America, JPMorgan, Airlines, American Airlines Group, UBS, Humana, Intel, SEC, Deutsche Bank, Deutsche, SNAP, Bancorp, Daniels Midland, Price Target, RBC Locations: Mexico
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer still predicts an economic soft landing but said Friday that Fed Chair Jerome Powell should not cut interest rates in March. 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, Jerome Powell, Powell, Jim, Sartorius, Management's, Evercore, Jim Cramer's Organizations: CNBC, Intel, Nasdaq, Club, Palo Alto Networks, Evercore ISI, Alto, Palo Alto
CNN —US and AC Milan midfielder Yunus Musah is used to hostility – passionate and aggressive crowds are part of the game after all. Instead, Italian soccer found itself in the midst of another alleged racism scandal – one that Musah was around to witness firsthand. “So it was really, really important that when we saw that, the whole team reacted great. Prior to joining Milan, Musah spent the first three years of his senior career with Spanish side Valencia. During a league match against Real Madrid in May last year, a Valencia fan subjected opposing forward Vinícius Jr. to persistent racist abuse.
Persons: Yunus Musah, “ We’re, ” Musah, Darren Lewis, Mike Maignan, Noah Okafor, Musah, Mike, , , ” Maignan, Fabio Maresca, Maignan, Romelu, Vinícius, Pablo Morano, Reuters Musah, ” “, they’re, Omar Beckles, George Floyd, Germany's Leon Goretzka, Mike Lawrence, “ We’d, ’ ”, Milan Women’s Christy Grimshaw, You’ve, “ We’ll Organizations: CNN, US, AC Milan, Soccer, Serie, Udinese, Milan, ” Udinese, Serie A, Ciancaphoto, Udinese Calcio, Italian, Roma, Spanish, Real Madrid, Reuters, England’s, ’ Association, Getty, Milan’s, Locations: Italy, Lazio, , Valencia, New York, London, England
IBM shares climb on Q4 earnings beat
  + stars: | 2024-01-24 | 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 EmailIBM shares climb on Q4 earnings beatAmit Daryanani, Evercore ISI senior managing director, joins 'Closing Bell Overtime' to talk IBM quarterly earnings beat and what tailwinds are driving the company right now.
Persons: Amit Daryanani Organizations: IBM
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell: Overtime' to discuss Netflix earnings as shares surge after reporting.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Netflix, Internet Research
Netflix announced earlier this month it has 23 million monthly active users on its advertising tier. That may be 12 to 15 million paying subscribers, estimated Evercore ISI analyst Mark Mahaney. The takeaway for Netflix executives may be that most of its audience is content with paying what Netflix is charging. With more content, Netflix may have leverage to convince its users that they should pay more money. Netflix didn't announce a price hike in its quarterly letter or say when one is coming.
Persons: we'll, Mark Mahaney, It's, Netflix didn't Organizations: Netflix, Raw, Disney, ESPN Locations: Krakow, Poland, U.S
Here are Tuesday's biggest calls on Wall Street: Cantor Fitzgerald initiates Nvidia as buy Cantor said in its initiation of Nvidia that the stock is a top pick at the firm. Bank of America adds Apple to the US1 list Bank of America added the stock to its top picks list. TD Cowen upgrades Exxon to outperform from market perform TD says shares of Exxon are "compelling." Oppenheimer initiates Flywire as outperform Oppenheimer initiated the payments company with an outperform rating and said Flywire is a growth stock. Guggenheim reiterates Tesla as sell Guggenheim says it's sticking with its sell rating on Tesla heading into earnings on Wednesday.
Persons: Cantor Fitzgerald, Cantor, it's, TD Cowen, Wells, Jefferies, Enphase, Goldman Sachs, Goldman, JMP, SIRI, Oppenheimer, Flywire, JPM, Philip Morris, Morgan Stanley, Evercore, Guggenheim, Tesla, Roth, Boston Beer, Stephens Organizations: Nvidia, Citi, Meta, Bank of America, Apple, Apple Inc, Chevron, Exxon, ENPH, JPMorgan, NRG Energy, Liberty, Liberty Media, Brands, UBS, Duke Energy, AEP, Guggenheim, Boston Beer, Boston Locations: North Carolina, underperform, OW
Northland downgrades Advanced Micro Devices to market perform from outperform Northland downgraded the stock mainly on valuation. " Bernstein reiterates Apple as market perform Bernstein said it expects "not great" Apple earnings on February 1. William Blair downgrades Vita Coco to market perform from outperform William Blair said it's concerned about higher costs for the beverage company. Raymond James downgrades Comerica to market perform from outperform Raymond James said the earnings outlook looks too challenging for Comerica. "We are downgrading CMA shares from Outperform to Market Perform and reducing our 2024 EPS estimate to reflect its initial 2024 outlook."
Persons: Bernstein, Hunt, KeyBanc, Key, it's, Morgan Stanley, Oppenheimer, Lowe's, Goldman Sachs downgrades Archer, Daniels, Goldman, Vikram Luthar, William Blair downgrades Vita Coco, William Blair, Wolfe, NiSource, Tesla, Goldman Sachs, Stone, Evercore, Raymond James downgrades, Raymond James Organizations: Bernstein, Pacific, Norfolk, Union Pacific, NSC, UBS, Devices, Northland, AMD, Western, Home Depot, Apple, HSBC downgrades Lululemon, Daniels Midland, ADM, TAM, Airlines, Barclays, Netflix, JPMorgan, Xerox JPMorgan, Raymond James downgrades Comerica, Comerica, CMA Locations: Norfolk Southern, Northland, Brazil
Nearly 70 S & P 500 companies are slated to report earnings this week. Of the roughly 52 S & P 500 companies that have reported, just 69% have beaten earnings expectations, according to FactSet. What history shows: Bespoke Investment Group data shows United beats earnings expectations 70% of the time. What history shows: Bespoke data shows Netflix exceeds earnings estimates 81% of the time. What history shows: Bespoke data shows Alaska Air tops bottom-line estimate 72% of the time.
Persons: Buckle, Leslie Josephs, Max, Procter & Gamble, Robert Ottenstein, Procter, headwinds, Trian's Nelson Peltz, , Alan Gould, Jordan Novet, Tesla, TSLA, Elon Musk, Elon, Jefferies, Philippe Houchois, INTC, Timothy Arcuri Organizations: Netflix, Intel, Investors, CNBC, Monday United Airlines, Boeing, Max, Alaska Airlines, FAA, Procter &, Procter, Gamble, HBO, IBM, ISI, Alaska Air Group, Alaska Air, Nvidia, AMD, UBS Locations: Alaska, U.S, China, Europe
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stockMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss a Q4 preview of internet stocks, which companies he sees the most upside to estimates, and more.
Persons: Mark Mahaney, Mahaney Organizations: Google
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple expected to outperform despite recent obstacles: Evercore's Amit DaryananiAmit Daryanani, Evercore ISI senior managing director, joins 'The Exchange' to discuss Apple's outlook for 2024, iPhone demand in China, and more.
Persons: Evercore's Amit Daryanani Amit Daryanani Locations: China
Goldman Sachs upgrades Fiverr to buy from neutral Goldman said the Israeli online marketplace is well positioned for AI. Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on Amazon shares. Bank of America downgrades Celsius to neutral from buy Bank of America says it sees "uncertainty to sales momentum" for the energy drink company. Deutsche Bank names Starbucks a top pick Deutsche says it sees an improved same-store sales environment for Starbucks in 2024. Bank of America upgrades Teekay Tankers to buy from neutral Bank of America upgraded the tanker stock due to "rising rate upside."
Persons: Stifel, McKhann, thoughtfully, Goldman, Goldman Sachs, FVRR, Raymond James, TXN, Oppenheimer, Morgan Stanley, ASML, Citi downgrades Blackstone, Carlyle, it's bullish, headwinds, Evercore, Price, Apple Evercore, Janney, Jefferies, Hertz Organizations: Broadcom, Semiconductor, Enterprise, Nvidia, Bank of America, Amazon, North, Holdings, Netflix, Deutsche Bank, Starbucks, Deutsche, SSS, UBS, Texas, Barclays, Nokia, Ericsson, Citi downgrades, Citi, BMO, Marvel, " Bank of America, United Rentals, of America, IBM, Enterprise IT, Apple, Shoals Technologies, Inc, HSBC, Discover, Motorola Solutions, HERTZ Locations: North America, 4Q, 2026E, CY24
Thursday's analyst calls featured an upgrade to a car rental stock and a big downgrade to an airline. The bank also hiked his price target on the tech giant to $225 per share, implying upside of 23%. — Pia Singh 5:36 a.m.: Citi downgrades Spirit Airlines to sell Citi is throwing in the towel on Spirit Airlines . Week to date, Spirit shares are down nearly 60%. Spirit shares were down more than 4% in the premarket.
Persons: Morgan Stanley, Hertz, Andrew Percoco, Percoco, — Pia Singh, Wamsi Mohan, Fred Imbert, Kirk Materne, Materne, Dan Dolev, Dolev, he's, CFRA, Kenneth Leon, Berkshire Hathaway, Leon, Ranjan Sharma, Sharma, bode, Adam Jonas, Jonas, Morgan, Stephen Trent, Trent Organizations: CNBC, flipside, Citi, Spirit Airlines, JetBlue, Bank of America, Apple Bank of America, Apple, Microsoft, ISI, Activision, Activision Blizzard, Mizuho, Fidelity National Information Services, Paramount Global, RedBird Capital, Warner Bros ., Comcast, Paramount's, Showtime, Paramount, JPMorgan, Grab Holdings, Hertz Global Holdings, Jan, Citi downgrades Spirit Airlines, Spirit, Airlines Locations: Berkshire, 1H24, Wednesday's
Here are Wednesday's biggest calls on Wall Street: Citi reiterates Apple as buy Citi said it's standing by its top pick status on Apple shares. UBS downgrades Ford to neutral from buy UBS said it sees limited upside to estimates. TD Cowen downgrades Fisker to market perform from outperform TD said it sees too many growing pains for Fisker. KeyBanc initiates Rocket Lab as overweight Key said it sees upside for the rocket satellite company. "We initiate coverage on Rocket Lab USA (NASDAQ: RKLB) with an Overweight rating and $8 price target, reflecting ~50% upside."
Persons: Jefferies, Tesla, Elon, Ford, TD Cowen downgrades Fisker, JPMorgan downgrades Morgan Stanley, Morgan Stanley, it's, Christine Barone, Goldman Sachs, Goldman, Davidson downgrades Teladoc, Key, Evercore, Wolfe, Piper Sandler, TGT, BURL, SolarEdge, Mizuho, William Blair, it's bullish Organizations: Citi, Apple, Huawei, UBS, JPMorgan, Bank of America, Bros, Rocket Lab, Lithia, Dealers, Susquehanna, JetBlue Spirit, Deutsche Bank, Deutsche, EV, CART, Target, Barclays, Boeing, Airbus, Mizuho, Amazon, " Bank of America, Netflix Locations: China, 2Q24, 3Q24, Burlington
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