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David Willard has been checking the grounds of Chicago's lakefront exhibition center for dead birds for 40 years. Researchers estimate hundreds of millions of birds die in window strikes in the United States each year. When they see plants or bushes through windows or reflected in them, they head for them, killing themselves in the process. Pre-dawn rain forced the birds to drop to lower altitudes, where they found the McCormick Center’s lights on, Willard said. The first buildings at McCormick Center were constructed in 1959.

Persons: David Willard, ”, Willard, we've, Matt Igleski, it's, Stan Temple, They’ve, Temple, they’ve, “, McCormick, Anna Pidgeon, ” Willard Organizations: Chicago Field Museum, Smithsonian Conservation Biology Institute, U.S . Fish, Wildlife Service, Chicago Audubon Society, University of Wisconsin, University of Wisconsin -, University of Wisconsin - Madison ., World Trade Center, National Audubon Society, McCormick Center Locations: McCormick, United States, U.S, Galveston , Texas, Chicago, Madison, Michigan, University of Wisconsin - Madison, New York City, Toronto , New York, Boston, San Diego, Dallas, Miami

☆ JPMorgan upgrades this little-known regional bank with more than 45% upside
▼ + stars: | 2023-10-05 | by ( Pia Singh | ) www.cnbc.com time to read: +1 min

JPMorgan thinks it's time to buy shares of North Carolina-based regional bank Live Oak Bancshares . Analyst Steven Alexopoulos upgraded the stock to overweight from neutral and maintained his price target of $40. Shares of Live Oak Bancshares are down more than 15% over the past month. "The recent sell-off provides us with the entry point that we were waiting for," Alexopoulos said in a Thursday note. "With Live Oak now on a mission to cross-sell operating deposit accounts to its small business customers, we see a significant opportunity to improve its growth as well as return profiles," the analyst said.

Persons: Steven Alexopoulos, Alexopoulos, BJ Losch, — CNBC's Michael Bloom Organizations: JPMorgan, Federal Reserve Locations: North Carolina

☆ Bank of America double upgrades this PC maker, cites strong fundamentals
▼ + stars: | 2023-10-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

Growth in long-term fundamentals should outweigh short-term headwinds for HP , according to Bank of America. The bank double upgraded shares of the technology company to a buy from underperform rating Tuesday. The new forecast points to more than 28% upside potential from HP's Monday closing price of $25.67. The analyst cited tighter cost controls, growth from an improving PC outlook and increased operating profit dollars. "[Positive] drivers include an improving PC market backdrop, improved profitability from cost actions and stable to higher free cash flow over the next several years."

Persons: Wamsi Mohan, Mohan, — CNBC's Michael Bloom Organizations: HP, Bank of America Locations: China

☆ Bonds, oil and the dollar: What investors need to know about these 3 headwinds for stocks
▼ + stars: | 2023-10-03 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +11 min

We're talking about this year's rise in bond yields, oil prices and the dollar — all at the time same. Nevertheless, bond yields, oil prices and the dollar always have far-reaching implications for the stock market. "The higher yields, that's what's been pressuring the equity market," Wharton School professor Jeremy Siegel said Monday on CNBC. In early September, the two countries announced their supply cuts would extend through year-end, a surprise decision that added upward pressure on oil prices. The picture is less clear-cut when considering the impact higher oil prices can have on consumers and non-energy companies.

Persons: —, what's, Jeremy Siegel, Brent, WTI, It's, Siegel, Wharton's Siegel, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Nasdaq, U.S, multiweek United Auto Workers, General Motors, Club, Ford, Wharton, CNBC, Federal, Fed, Dow Jones, West, Brent, Natural Resources, Coterra Energy, Consumers, JPMorgan, Procter, Gamble, Apple, New York Stock Exchange, Getty Locations: U.S, Ukraine, West Texas, Saudi Arabia, Russia, tailwind, headwind

☆ Banks stocks back in vogue for hedge funds in September -Morgan Stanley
▼ + stars: | 2023-10-03 | by ( Nell Mackenzie | ) www.reuters.com time to read: +2 min

The corporate logo of financial firm Morgan Stanley is pictured on the company's world headquarters in New York, U.S. April 17, 2017. Both long and short exposure to all European stocks still sat at relatively low levels for U.S. and European hedge funds. U.S.-based managers' holdings of European equities remain at relatively lower levels than has historically been the case, while European hedge funds' positions in Europe are near their lowest levels since 2010, Morgan Stanley said. European hedge funds have higher exposure to companies listed in the U.S. and Asian countries other than Japan. Morgan Stanley, as one of the biggest providers of lending and trading services to hedge funds, is able to track their investment trends.

Persons: Morgan Stanley, Shannon Stapleton, Morgan Stanley's, Nell Mackenzie, Bernadette Baum Organizations: REUTERS, Global, North, U.S, Thomson Locations: New York, U.S, Europe, Japan

We're be buying 200 shares of Coterra Energy (CTRA) at roughly $26.79 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 1,750 shares of CTRA, increasing its weighting in the portfolio to 1.7% from 1.5%. We also do not believe shares are adequately reflecting the rise in natural gas prices over the past week and a half. Remember, Coterra's business is about 50-50 nat gas and oil . It's worth noting that CTRA stock was moving lower with nat gas and oil prices on Monday.

Persons: We're, Jim Cramer's, CTRA @NG, Jim Cramer, Jim, Gabby Jones Organizations: Coterra Energy, CTRA, Morning, Nat Gas, The U.S . Energy Information Administration, CNBC, The New York Stock Exchange, Bloomberg, Getty Locations: Ukraine, The, United States

☆ 'Shark Tank' investor Kevin O'Leary warns commercial real estate woes will topple banks and throttle businesses
▼ + stars: | 2023-10-02 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Kevin O'Leary is worried about commercial real estate, regional banks, and small businesses. O'Leary wants to boost protections on payroll accounts to ensure companies can pay their workers. AdvertisementAdvertisementPressure is building on regional banks, commercial real estate developers, and small businesses, Kevin O'Leary has warned. AdvertisementAdvertisement"We're going to see more cracks in regional banks, and that's putting pressure on the loan books of those banks which are hitting small business," O'Leary said. The founder of O'Leary Funds and O'Leary Ventures urged lawmakers to support a $100 million guarantee for non-interest-bearing accounts, which would protect payroll accounts.

Persons: Kevin O'Leary, O'Leary, —, " O'Leary, They've Organizations: Service, Fox Business, Federal Reserve, Federal Deposit Insurance Corp, O'Leary Funds, O'Leary Ventures Locations: Regional

By last year, with sanctions elsewhere tightening, Russia was buying more than a quarter of Japan's used-car exports for an average price of almost $8,200. That was more than double the price in 2020, when Russia took about 15% of Japan's used-car exports. Those sales had been on track to top $1.9 billion for all of 2023 before Japan imposed its own tougher sanctions, trade data show. A system of mandatory inspections pushes the cost of maintaining used cars higher for customers in Japan. Battery recycling firm 4R Energy has seen a "significant" tailwind from declining used-car prices, including the Nissan Leaf, said chief executive Yutaka Horie.

Persons: Sergei Karpukhin, Japan's, we've, Olesya Alekseeva, Takanori Kikuchi, Wataru Nishiwaki, Yutaka Horie, Daniel Leussink, Gleb Stolyarov, Kevin Krolicki, Sonali Paul Organizations: Toyota, REUTERS, Rights, SV Alliance, Japan's Ministry, Economy, Trade, Industry, Honda, Energy, Nissan, Sumitomo, Thomson Locations: Moscow, Russia, Ukraine, Japan, New Zealand, Southeast Asia, Africa, Toyama, Russia's Vladivostok, Malaysia, Mongolia, Pakistan, Tanzania, Niigata prefecture

☆ After a rough third quarter, here's what to expect from technology stocks into the end of 2023
▼ + stars: | 2023-10-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +8 min

2023's surge in technology stocks fizzled in September as rising rates put a heavy dent in the artificial intelligence-fueled rally . Over the next few weeks, Deepwater Asset Management's Gene Munster is keeping an eye on September's consumer price index and nonfarm payrolls report ahead of the start of big technology earnings later in the month. "The good news is that this should right itself once the September quarter earnings come up." Sean Sun, a portfolio manager at Thornburg Investment Management, likened the earnings season to a "gut check" on AI beneficiaries. But these drawdowns could offer opportunities for long-term investors to snatch up technology bets at bargain prices, said Nancy Tengler.

Persons: what's, behemoths, Street's, Gene Munster, Erika Klauer, Sean Sun, Paul Meeks, Nancy Tengler, Meeks, Klauer Organizations: Nasdaq, Reserve, Enphase, Lucid, ASML, Netflix, Apple, Microsoft, Devices, Nvidia, Tech, Thornburg Investment Management, Laffer, Investments, ServiceNow, Adobe, Broadcom, Oracle, Meta, Jennison, AMD

☆ As interest rates soar, buy stocks like this homebuilder, Wall Street analysts say
▼ + stars: | 2023-09-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Interest rates keep climbing, but that's not stopping Wall Street analysts from finding a slew of stocks to buy. CNBC Pro combed through top Wall Street research to find stocks that are beneficiaries of high interest rates. HealthEquity "We view HQY as an attractive investment in a higher interest rate environment that can function as a portfolio diversifier," according to Baird analyst Mark Marcon. The firm said as middle market businesses face rising interest rates, Bunge can take advantage. Toll Brothers High interest rates are no problem for the homebuilder, Raymond James analyst Buck Horne said in a recent note.

Persons: Bunge, Baird, Mark Marcon, Marcon, Goldman Sachs, Adam Samuelson, Samuelson, Raymond James, Buck Horne, Horne, homebuilders, TOL, HealthEquity, Morgan Stanley Organizations: CNBC, Bank of America, Toll, HealthEquity, Costco, Evercore ISI, CMA, Catering Locations: HealthEquity, homebuilders, homebuilding

☆ Buy this regional bank stock that has been 'caught in the storm,' Citi says
▼ + stars: | 2023-09-29 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

However, Citi thinks the stock has been "caught in the storm" and sees upside potential ahead. Following the failure of Silicon Valley Bank, Zions got caught in a broader panic among regional banks, which led to deposit outflows and funding pressures. 31, 2023, the bank's core deposits fell by nearly 10% to about $64 billion, according to Citi. "ZION has been impacted by deposit outflows, but we find that ZION's core deposits (excluding broker deposits) ranks second lowest on cumulative beta on total deposits so far this cycle. ZION reported positive trends towards the end of 2Q as core deposits were up 3% sequentially," Horowitz said.

Persons: Zions Bancorporation, Keith Horowitz, Zions, Horowitz, ZION, CNBC's Michael Bloom Organizations: Citi, Silicon Valley Bank, Watch, Management Locations: Silicon, Mar, Zions, 4Q23, NII, ZION

☆ The U.S. is nearing a government shutdown. What that means for stocks and how we're playing it
▼ + stars: | 2023-09-28 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

The U.S. is just days from a federal government shutdown at 12:01 a.m. Goldman Sachs put the chances of a shutdown at 90%, saying it could last around two to three weeks. "In the seemingly unlikely event Congress passes a short-term extension, we would still expect a shutdown sometime later in Q4," which begins on Monday. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Morgan Stanley, Raymond James, Ed Mills, Jim Cramer, Jerome Powell, What's, Moody's, It's, Goldman Sachs, we've, Jim Cramer's, Jim, Brendan SMIALOWSKI, BRENDAN SMIALOWSKI, Brendan Smialowski Organizations: Capitol, United Auto Workers, General Motors, Chrysler, Ford, Reserve, Fed, Social Security, AAA, Jim Cramer's Charitable, CNBC, Republican, Getty, Afp Locations: Central, U.S, Washington ,, AFP

☆ Here's what it might take for the 10-year yield go to 5%
▼ + stars: | 2023-09-26 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

Can the 10-year yield go to 5%? The primary factor that would move the 10-year towards 5%, Braizinha says, is a reacceleration of the economy. A soft landing (still growth, but with lower inflation) won't do it. Braizinha notes that the soft landing is still his base case and would "push back" against a 5% 10-year yield. He also notes that "the degree of conviction" around a stronger economy "seems to have deteriorated."

Persons: Bruno Braizinha, Braizinha, Braizhina Organizations: Bank of America Locations: U.S

☆ Morgan Stanley says these 6 global stocks will benefit from a 'monumental shift' in the chip industry
▼ + stars: | 2023-09-22 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

A "monumental shift" is underway in the semiconductor industry — and a raft of stocks are set to benefit, according to analysts at Morgan Stanley . "The transition to 3D 'gate-all-around' architecture marks a monumental shift for leading-edge logic chip architectures," the analysts said. Though industry players expect that initial gains will be "relatively subdued," Morgan Stanley is optimistic that the shift will create a "roadmap into the next decade." Stock picks Here are some of the stocks Morgan Stanley expects will benefit: Lam Research is one of the stocks the bank rated overweight. Morgan Stanley analysts agreed with the company's statement that "gate-all-around is good for the industry, [so] good for ASML."

Persons: Morgan Stanley, TSMC, it's, — CNBC's Michael Bloom Organizations: ramping, Materials, ASM, ASML, Intel, Samsung, GAA Locations: U.S, Swiss

The Biden administration also allowed nearly 500,000 Venezuelan migrants who are already in the country to seek work permits and protection from deportation. The administration yielded to pressure from leaders in New York, where the recent arrival of more than 100,000 migrants in New York City has overwhelmed shelters and strained resources. Migrants like Mr. Soto and his mother are arriving on a tailwind of stories of friends and relatives who reached New York or Chicago months earlier. Many also believe false claims from smugglers and social media that migrants would definitely be able to remain in the United States if they could make it in. “The smuggling organizations are spreading misinformation with a global reach that they couldn’t do before,” said John Modlin, the Border Patrol’s Tucson sector chief, who is coordinating the response to border crossings in Arizona and California.

Persons: Biden, Soto, ”, John Modlin, Mr, Modlin Organizations: “ Locations: New York, New York City, United States, Chicago, Tucson, Arizona, California

☆ Nvidia, other US chip stocks stall over valuation, industry worries
▼ + stars: | 2023-09-21 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +4 min

The nVIDIA booth is shown at the E3 2017 Electronic Entertainment Expo in Los Angeles, California, U.S. June 13, 2017. Chip stocks soared to start the year, with the Philadelphia SE Semiconductor index (.SOX) rising over 50% through July. With "some of the names that really have catapulted to the top, now you are starting to question valuations,” Mahn said. Of course, many chip stocks are sitting on substantial gains for the year and this month may only be a temporary setback. “I do believe there are opportunities in semiconductor stocks going forward," Mahn said.

Persons: Mike Blake, “, Lip, LSEG Datastream, Kevin Mahn, ” Mahn, Taiwan's, chipmaker, Mahn, Lewis Krauskopf, Ira Iosebashvili, Andrea Ricci Organizations: nVIDIA, REUTERS, Nvidia, Philadelphia, Semiconductor, Wealth Management, Hennion, Walsh Asset Management, Reuters, Federal Reserve, Lam Research, Applied, KLA Corp, Arm Holdings, Devices, Broadcom, Thomson Locations: Los Angeles , California, U.S, United States, China, Washington

☆ Travel and service strength is a tailwind for airport MUNIs, says Neuberger Berman's Jamie Iselin
▼ + stars: | 2023-09-21 | 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 EmailTravel and service strength is a tailwind for airport MUNIs, says Neuberger Berman's Jamie IselinJamie Iselin, head of municipal fixed income at Neuberger Berman, joins 'The Exchange' to discuss tax-free MUNI bonds moving higher in response to interest rates, the changing landscape of the MUNI market returns, and momentum growing in the airport bond market.

Persons: Neuberger Berman's Jamie Iselin Jamie Iselin, Neuberger Berman Organizations: MUNIs

☆ As Hollywood strikes press on, Wall Street weighs in on the outlook for TV, streaming stocks
▼ + stars: | 2023-09-19 | by ( Samantha Subin | ) www.cnbc.com time to read: +10 min

At the same time, legacy media companies face off against another well-known demon: cord-cutting. Technology companies such as Apple and Amazon can lean on their respective hardware and e-commerce businesses, said Paul Fanelli, a research analyst at Gabelli Funds. Even so, Wall Street sees only a handful of pure-play winners in the TV and streaming space winning consumer attention over the long run. Already, the technology companies have shown some promise. Consumers are increasingly forgoing pay TV packages from cable companies and opting for bundles from companies like Alphabet, he said.

Persons: Rosenblatt, Barton Crockett, It's, Netflix's, Ken Leon, Hollywood's, Leon, Jamie Lumley, Paul Fanelli, it's, Apple's, Amazon's, That's, Needham, Laura Martin, Martin, —, John Hodulik, CNBC's, bode, Crockett, NBCUniversal's Peacock, Brandon Nispel, Nispel, Disney's hasn't, Fanelli, that's Organizations: Netflix, Apple, Paramount, Sky, Third, Gabelli, Warner, UBS, ESPN, Fox, NFL, Hulu, YouTube, KeyBanc, Comcast, Disney, Warner Bros, Max, DIS, Rosenblatt, ABC, Nexstar, CNBC Locations: France, United Kingdom

☆ Bank of America says now is the time to buy these three home improvement stocks
▼ + stars: | 2023-09-19 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Cooling inflationary pressures and strengthening home values are likely to spell a recovery for home improvement retailers sooner rather than later, according to Bank of America. Although the firm's indicator for the home improvement industry still came in negative for August 2023, the signal ticked up from its July reading. "Strength in home values should lend longer-term stability for home improvement demand," Suzuki wrote. Suzuki's $114 price target for Floor & Décor suggests almost 24% upside from its closing price of $92 Monday. BofA cited FND's growing number of stores and improved same-store sales growth.

Persons: Elizabeth Suzuki, Lowe, BofA, Suzuki, — CNBC's Michael Bloom Organizations: Bank of America, U.S . Mortgage, Finance Research Locations: 1H23, 2H23, Monday's

☆ UAW strike and Tesla: How Elon Musk could win
▼ + stars: | 2023-09-19 | 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 EmailUAW strike and Tesla: How Elon Musk could winGeorge Gianarikas, analyst at Canaccord Genuity, joins 'Power Lunch' to discuss the UAW strike and how it could be a tailwind for EVs.

Persons: Elon Musk, George Gianarikas Organizations: UAW Locations: EVs

☆ These are the 11 sectors that comprise the S&P 500 — and the stocks we own in each
▼ + stars: | 2023-09-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +28 min

.GSPF YTD mountain S & P 500 Financials Sector YTD performance Club stocks in the Financials sector: Morgan Stanley ( MS): The bank's services include investment banking, wealth management and investment management. Communication Services Sector market weight: 8.85% Market cap: $3.3 trillion YTD performance: up 44.5% Industries: Diversified telecommunication services; entertainment; interactive media & services; media; wireless telecommunication services. .GSPTS YTD mountain S & P 500 Communication Services Sector YTD performance Club stocks in the Communication Services sector: Walt Disney (DIS): The entertainment giant reported another mixed quarter last month, even against low expectations. Real estate Sector market weight: 2.44% Market cap: $909 billion YTD performance: up 0.9% Industries: Equity real estate investment trusts; real estate management & development. .SPLRCR YTD mountain S & P 500 Real Estate Sector YTD performance While we don't own any real estate stocks, investors have historically invested in the sector for its reliable cash flow from income-generating properties.

Persons: Jim Cramer's, Jim, Salesforce, reenergized, Marc Benioff, Wolfe, Palo, Eli Lilly, Cantor Fitzgerald, Bausch, bioprocessing, Morgan Stanley, Morgan Stanley's, Eaton Vance, Wells Fargo, Wells, TJX, Wynn, Locker, We've, Mary Dillon, Walt Disney, Bob Iger's, Emerson, Davidson, Vimal Kapur, Stanley Black, Decker, Estee Lauder, Gillette —, Elliott, Coterra, Linde, Jim Cramer, Mandel Ngan Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Technology Sector, Industries, Communications, Technology, Information Technology, Apple, Wedbush Securities, Microsoft, UBS, Deutsche Bank, Nvidia, Broadcom, VMware, Palo Alto Networks, Wolfe Research, Palo Alto, Oracle, Mizuho, Amazon Web Services, Google, Health Care, Biotechnology, Health, Bausch Health, Leerink Partners, GE Healthcare Technologies, General Electric, GE, Financials, Bank of America, United Auto Workers, Detroit, Ford, Starbucks, TJX, Marshalls, Wynn Resorts, WYNN, Communication Services, Communication, Hollywood, Charter Communications, Disney, JMP Securities, Facebook, Industrials, Aerospace, Emerson, Caterpillar, Honeywell, Consumer Staples Sector, Consumer, Consumer Staples, Costco Wholesale, Procter & Gamble, Gillette, Constellation Brands, Corona, Modelo, Pacifico, Elliott Management, Energy Sector, Energy, Coterra Energy, Natural Resources, West Texas, Utilities Sector, Electric, Companies, Sempra Energy, Materials, Chemicals, Linde, LIN, DuPont, Sector, Equity, Real, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: U.S, FactSet, bioprocessing, Wells Fargo, China, Maxx, Macao, Asia, Pacifico —, California, Texas

☆ Generative AI has led to 'exploding' cybersecurity risks facing everyday people, McAfee CEO warns
▼ + stars: | 2023-09-15 | by ( Tim Paradis | ) www.businessinsider.com time to read: +5 min

McAfee CEO Greg Johnson told Insider GenAI is making threats like phishing more sophisticated. The more benefit it brings to consumers, it also goes to the scammers, Johnson said. The CEO of McAfee, the online security company known for its antivirus software, is embracing generative artificial intelligence as a way to boost his employees' productivity and help them keep up with online threats. "You used to have pretty blunt ways of attacking consumers," Johnson said. "And in that world, with Gen AI most recently, it's just accelerating the change that consumers are having to navigate."

Persons: Greg Johnson, GenAI, Johnson, Greg Johnson McAfee Johnson, McAfee, they've Organizations: McAfee, Service Locations: Wall, Silicon

☆ US retail spending picked up in August, mostly due to sales at gas stations
▼ + stars: | 2023-09-14 | by ( Bryan Mena | ) edition.cnn.com time to read: +3 min

Washington, DC CNN —US retail sales picked in August, boosted by higher gas prices, as spending on other items grew modestly. Retail sales, which are adjusted for seasonal swings but not inflation, rose 0.6% in August, the Commerce Department reported Thursday. Excluding sales at gasoline stations, retail spending advanced a more modest 0.2% in August from July. Retail spending increased across most categories, including at restaurants and grocery stores. Online retail sales in August were flat, after jumping in July due to Amazon’s Prime Day promotional event.

Persons: That’s, It’s, “ Fitch, ”, David Silverman, Goldman Sachs, there’s, Lydia Boussour, “ Encouragingly, Boussour Organizations: DC CNN, Commerce Department, AAA, Federal Reserve, Fitch Locations: Washington, Libya, EY

☆ Trivariate Research CEO’s top play is the best-performing sector that 'nobody’s talking about'
▼ + stars: | 2023-09-13 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

Despite energy's outperformance so far this summer, Trivariate Research CEO Adam Parker may still find himself to be a market contrarian when picking the sector as his top bullish play. "Energy is the best-performing sector over the last three months, but nobody's talking about it," he told CNBC's " Squawk on the Street " on Wednesday. "I think demand/supply dynamics look very, very bullish in any longer-term view, so I like that sector a lot." Over the past three months, the energy sector of the S & P 500 has gained about 13.5%. Big performers in the sector include Marathon Petroleum , up nearly 38% in the past three months, and Valero Energy, with a 28% gain during the period.

Persons: energy's, Adam Parker, CNBC's, Brent, Parker Organizations: Trivariate, West Texas, Communication, Marathon Petroleum, Valero Energy

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, FedEx, Match, Ford, Amazon, Microsoft and more
▼ + stars: | 2023-09-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by its overweight rating after Apple's iPhone event Tuesday. F (Buy) earnings more resilient than appreciated driven by Pro business." Morgan Stanley reiterates Darden as overweight Morgan Stanley said it's bullish heading into the owner of Red Lobster's earnings next week. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's standing by its recent upgrade of the stock despite investor pushback. TD Cowen reiterates FedEx as outperform TD Cowen said it's cautiously optimistic heading into FedEx earnings next week.

Persons: Morgan Stanley, Apple, it's, BEV, Darden, Red, Commerce Max, Tesla, pushback, Michael Kors, Guggenheim, TD Cowen, Hershey, Cowen, Bernstein, Roth, Roth MKM, BTIG, Lennar, F3Q, Needham Organizations: JPMorgan, UBS, Ford, General Motors, Pro, Citi, Commerce, JPMorgan downgrades Oracle, WWE, UFC, Holdings, NYSE, Microsoft, FedEx, " Bank of America, Garden Entertainment, Bank of America, YouTube Locations: China, Capri, Lennar, GOOGL

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