DIRS.INFO The most relevant business & tech news

☆ What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
▼ + stars: | 2024-10-17 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +5 min

Analysts told BI it points to continued AI chip growth in the short to medium term. ASML sells large lithography machines — which print circuit patterns onto silicon wafers — to chip manufacturers, including TSMC, Samsung, and Intel. Its customers include Nvidia, the GPU designer spearheading the AI chip boom, along with AMD and Qualcomm. This makes TSMC a good bellwether for AI chip demand. While a slowdown at ASML might suggest some caution, the bigger picture still points to a continued surge in AI demand.

Persons: TSMC, —, Javier Correonero, Dan Hutcheson, TechInsights, It's, Correonero, TSMC's, CC Wei, Gokul Hariharan, Kate Leaman, Leaman Organizations: Service, Taiwan Semiconductor Manufacturing Company, TSMC, Samsung, Intel, Morningstar, Nvidia, AMD, Qualcomm, Taiwan, Broadcom, Reuters, CC, JPMorgan

☆ The manufacturer of Nvidia, AMD chips soothes concerns that rocked the industry Tuesday
▼ + stars: | 2024-10-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

To be sure, a Bloomberg report earlier Tuesday that the U.S. government was considering a cap on AI chip exports to certain Persian Gulf nations may also have dampened industry sentiment. Investors are sensitive to any updates on AI chip demand, given the dramatic rise in the stocks of Nvidia, AMD, Broadcom and others over the past two years. Bottom line Artificial intelligence is alive and well, according to TSMC, which has emerged as the most valuable window into AI demand other than Nvidia itself. With Big Tech earnings in the coming weeks, it's particularly nice to see the AI chip trade stabilize after the ASML debacle. Jim said Thursday that AMD, which has way underperformed Nvidia, Broadcom and the broader market, is "still a bargain."

Persons: Wei, It's, Jensen Huang, TSMC, Jim, we're, Jim Cramer's, Jim Cramer Organizations: Taiwan Semiconductor Manufacturing Company, Nvidia, Devices, Broadcom, CNBC, Nvidia's, iShares Semiconductor, AMD, Bloomberg, Big Tech, Apple, Club, Getty Locations: U.S, Hsinchu, Taiwan

☆ Chip stocks rally after TSMC's strong sales forecast calms growth worries
▼ + stars: | 2024-10-17 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

Semiconductor stocks rose after TSMC's strong sales forecast. TSMC's performance boosts an industry shaken by another chipmaker's disappointing outlook this week. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Two days after a broad semiconductor-stock sell-off driven by a light forecast from the Dutch firm ASML, chipmakers rallied on Thursday on TSMC's strong results. TSMC's third-quarter earnings report saw the company increase its 2024 sales-growth forecast to 30%, up from previous projections of mid-20% expansion.

Persons: —, chipmakers, C.C, Wei, It's, ASML Organizations: Service, Taiwan Semiconductor Manufacturing Company, Nvidia, Broadcom, Micron, iShares Semiconductor Locations: New York

☆ Don't get blinded by the Fed rate cut trade and the signs of life in small cap stocks
▼ + stars: | 2024-10-17 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

With the Federal Reserve now cutting interest rates, investors are looking for stocks that can be super-charged by lower borrowing costs. Small and medium-sized companies tend to be the most closely affected by the direction of the economy and rates. Outflows were seen solely in large caps; small and mid-caps saw inflows." If money does keep flowing into small caps, will it come at the expense of large caps? .SPX mountain 2022-10-01 S & P 500 since Oct. 1, 2022 That said, if the move into the smaller caps stocks continues, we may start to see more competition for capital.

Persons: Russell, that's, it's, Stanley Black, Decker, Jim Cramer, Jensen Huang, Morgan Stanley's, We're, Canaccord Genuity, pare, Jim Cramer's, Jim, Michael Nagle Organizations: Federal Reserve, BMO Capital Markets, Bank of America, Nvidia, CNBC, Blackwell, Taiwan Semiconductor Manufacturing Company, Devices, Broadcom, Apple Intelligence, Apple, Microsoft, Presidential, Jim Cramer's Charitable, New York Stock Exchange, Bloomberg, Getty Locations: U.S

☆ Cramer says the semiconductor sell-off shows AI chips are undervalued by investors
▼ + stars: | 2024-10-16 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer critiqued Tuesday's massive semiconductor sell-off, saying some on Wall Street don't recognize the lasting importance of advanced graphics chips for artificial intelligence, especially ones from Nvidia . Semiconductor companies saw their stocks plummet on Tuesday after ASML posted a disappointing quarter a day earlier than expected. Cramer pointed out that the one bright spot in ASML's poor report was its sales of chips related to AI. And according to Cramer, AI is a large part of the reason companies continue to invest heavily in nuclear power. "In fact, it's only gonna increase, especially when tech companies and utilities are furiously trying to put up nuclear power plants to meet the energy demands of Nvidia's chips."

Persons: CNBC's Jim Cramer, ASML, Cramer Organizations: Nvidia, " Semiconductor, Devices, Broadcom, Big Tech Locations: Dutch

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom: Of course, we love the company's AI business — both its custom silicon solutions for companies such as Alphabet and its networking chips that help stitch data centers together. Stanley Black & Decker: Jim said that this stock is the "most significant beneficiary" from lower rates in the entire portfolio. 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: Jim Cramer's, Jim, there's, Lisa Su, Wells, Salesforce, CrowdStrike, it's, we've, Walt Disney, —, Eaton, we're, Kamala Harris, Harris, Jim's, Linde, Eli Lilly, Lilly isn't, That's, Morgan Stanley, Goldman Sachs, D.A, Satya Nadella's, Palo, cybersecurity, Brian Niccol, We're, Stanley Black, Decker, TJX, Charlie Scharf, Wells Fargo's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple Intelligence, Abbott Laboratories, Devices, AMD, Nvidia, Broadcom, Apple, Federal Reserve, Costco Wholesale, Costco, Coterra, DuPont, Disney, ESPN, GE Healthcare, Democratic, Biden, Honeywell, Linde, Adobe, Microsoft, Davidson, Palo Alto Networks, Constellation Brands, Modelo, Corona, TJX, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: Wells Fargo, BlackRock, Dover, Eaton, China, U.S, Chipotle, New York City

☆ Stock market today: Indexes fall from records as chip rout drags tech shares lower
▼ + stars: | 2024-10-15 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

A sell-off in semiconductors pulled stock indexes away from record highs. The decline overshadowed better-than-expected bank earnings results. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Meanwhile, a report that the US is considering export caps on specific chip sales only added to investor concern, pulling the broader chip sector lower. AdvertisementThe rout took attention from Tuesday's bank sector performance, as Goldman Sachs, Bank of America, and Citigroup beat earnings estimates.

Persons: —, Goldman Sachs, Israel, Brent Organizations: Service, Nasdaq, Nvidia, Broadcom, Taiwan Semiconductor Manufacturing Company, Bank of America, Citigroup Locations: Dutch, Israel, Iran, Iranian

☆ Chipmakers tumble as ASML forecast cut issues a growth warning to the sector
▼ + stars: | 2024-10-15 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +3 min

Chip stocks tumbled Tuesday, with NVDA and AMD down 5% and ASML plunging 16%. The sector was also rattled by reports that the US is weighing a cap on chip exports. Other chip stocks followed, with NVDA dipping almost 5%, AMD falling 5.3%, and Broadcom tumbling 3.5% around midday Tuesday. Flows into AI stocks slowed over the summer as investors expressed worries about returns on huge spending on AI. AdvertisementReports that the US is weighing a cap on chip exports from American chipmakers only compounded the industry's tumultuous start to the week.

Persons: —, ASML, SMCI, Christophe Fouquet, Biden, Nvidia — Organizations: NVDA, AMD, Service, Semiconductor, Broadcom, Bloomberg, Investment, Nvidia Locations: Dutch, €, American, East, Africa, Asia, China

☆ Hot chip stocks suffer a tough one-two punch, but there are winners in Tuesday's down market
▼ + stars: | 2024-10-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. 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. Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street.

Persons: Jim Cramer, Biden, ASML, Christophe Fourquet, We're, LVMH, Luis Vuitton, it's, Estee Lauder, JB Hunt, Morgan Stanley, Abbott, Wells Fargo, Jim Cramer's, Jim Organizations: CNBC, ., Energy, Technology, Dow, Semiconductors, Nvidia, Devices, Bloomberg News, U.S, Broadcom, Micron, Taiwan Semiconductor Manufacturing, United Airlines, Interactive, Abbott Laboratories, Jim Cramer's Charitable Locations: U.S, France, China, Estee

☆ Stocks making the biggest moves midday: ASML, UnitedHealth, Walgreens Boots Alliance and more
▼ + stars: | 2024-10-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Check out the companies making headlines in midday trading: UnitedHealth — Shares plunged 7.2% after the health-care giant lowered its earnings guidance due to ongoing headwinds from a cyberattack earlier in the year. Walgreens Boots Alliance — The stock soared 11.9% following the drugstore chain's fiscal fourth-quarter earnings and revenue beat. Enphase Energy — Shares slid 6.8% on the back of a downgrade to sector perform from outperform by RBC Capital Markets. Johnson & Johnson — The health-care conglomerate gained 1.6% after posting quarterly results that exceeded expectations on the back of strong sales of oncology drugs. Energy stocks — Energy stocks declined as oil prices dropped about 5% , with the sector last down more than 2%.

Persons: UnitedHealth, ASML, Johnson, LSEG, Halliburton, Coty, Charles Schwab —, Yun Li, Alex Harring, Hakyung Kim, Michelle Fox, Pia Singh, Sarah Min Organizations: Walgreens, Alliance, Nvidia, Devices, Broadcom, Apollo, Bank of America, Enphase Energy, RBC Capital Markets, Energy, — Energy, APA, Diamondback Energy, Occidental Petroleum, Valero Energy, U.S, Citigroup —, PNC Financial, Boeing Locations: North Carolina, New York, Pittsburgh

☆ Chip firm ASML shares plunge 15% after warning of weaker China sales in early release
▼ + stars: | 2024-10-15 | by ( Ryan Browne | ) www.cnbc.com time to read: +2 min

Nurphoto | Nurphoto | Getty ImagesShares in semiconductor equipment maker ASML fell 15.6% Tuesday after the Dutch company published disappointing sales forecasts in results a day early. ASML said it expects net sales for 2025 to come in between 30 billion euros ($32.72 billion) and 35 billion euros, at the lower half of the range it had previously provided. Net bookings for the September quarter came in at 2.6 billion euros ($2.83 billion), the company said — well below the 5.6 billion euro LSEG consensus estimate. Net sales, however, beat expectations coming in at 7.5 billion euros. In its June-quarter earnings presentation, the Dutch company said that 49% of its sales come from China.

Persons: ASML, Christophe Fouquet, AMSL ASML, Roger Dassen, Dassen Organizations: Nurphoto, Getty, Nvidia, Devices, Broadcom, Wall Street Locations: China, U.S

☆ Calls of the Day: Amgen, Albemarle, Tesla, Broadcom and Caterpillar
▼ + stars: | 2024-10-14 | 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 EmailCalls of the Day: Amgen, Albemarle, Tesla, Broadcom and CaterpillarThe Investment Committee discuss the latest Calls Of The Day.

Organizations: Broadcom, Caterpillar The Investment Locations: Albemarle, Tesla

☆ Here are Monday's biggest analyst calls: Nvidia, Broadcom, Apple, Tesla, Flutter, Caterpillar, Alphabet & more
▼ + stars: | 2024-10-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are the biggest calls on Wall Street on Monday: TD Cowen reiterates Nvidia as buy TD said Nvidia remains a top pick at the firm. Goldman Sachs upgrades Ibotta to buy from neutral Goldman Sachs reiterates Alphabet as buy Goldman lowered its price target on the stock to $208 per share from $217 citing a slew of headwinds for Alphabet. Wells Fargo upgrades Flutter to overweight from equal weight Wells says investors should buy the dip in shares of the gambling company. Goldman Sachs downgrades AutoZone to sell from buy Goldman downgraded the auto parts retailer due to "muted growth." Goldman Sachs upgrades Ibotta to buy from neutral Goldman says it likes the growth opportunity for the mobile tech company.

Persons: TD Cowen, Mizuho, Goldman Sachs, Goldman, Wells, Truist, Morgan Stanley, Caterpillar, Piper Sandler, Tesla, Piper, wouldn't, it's, Baird, KeyCorp, Jefferies, it's bullish, Stock, GOOS, AppLovin, Oppenheimer Organizations: Nvidia, NVIDIA, Away Tech, Mizuho, AMD, Broadcom, UBS, Partners, Surgery Partners, Apple, VF Corp, Vans, UW, Walmart Locations: Wells Fargo, China

☆ Jim Cramer expects Nvidia-led chip rally to continue as bull market enters third year
▼ + stars: | 2024-10-14 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +3 min

CNBC's Jim Cramer on Monday marked the two-year anniversary of the current bull market with an ode to Nvidia and the U.S. semiconductor industry. "We have a remarkable semiconductor rally, and it is at the heart of this market," Cramer said on "Squawk on the Street." Broadcom helps tech heavyweights, most notably Alphabet-owned Google , design specialty AI chips and also provides other products used inside data centers. NVDA .SPX mountain 2022-10-12 Nvidia's stock performance compared with the S & P 500 during the two-year bull market, which began on Oct. 12, 2022. "Amazon is the company that Jensen kept referencing to me as a great friend," said Cramer, whose Trust also owns Amazon stock.

Persons: CNBC's Jim Cramer, Cramer, Dell, Jensen Huang, Jensen Organizations: Nvidia, Micro Computer, Broadcom, Cramer's Charitable Trust, CNBC, Club, Micro, Arista Networks, Dell Technologies, Arista, Facebook, Meta, Amazon Web Locations: U.S, Cramer's

☆ Here are Friday's biggest analyst calls: Nvidia, Tesla, Ferrari, Meta, Amazon, Eli Lilly, Walmart, Uber & more
▼ + stars: | 2024-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Goldman Sachs reiterates Nvidia as buy Goldman raised its price target to $150 per share from $135 following a series of Nvidia management meetings. Morgan Stanley names Atlassian a top pick Morgan Stanley named Atlassian a top idea and says the software company is well positioned for share gains. Morgan Stanley reiterates Eli Lilly as overweight Morgan Stanley raised its price target on the stock to $1,158 per share from $1,106. JPMorgan reiterates Amazon, Uber and Meta as top picks JPMorgan said in a note on Friday that Amazon, Uber and Meta were the firm's top three picks heading into earnings. JPMorgan upgrades Ferrari to overweight from neutral The firm says it's more constructive on the luxury automaker following a series of management meetings.

Persons: Wells, Redburn, Mercado, Morgan Stanley downgrades Qorvo, Morgan Stanley, Goldman Sachs, Goldman, Jensen Huang, Colette Kress, Stewart Stecker, Atlassian, Eli Lilly, LLY, Mizuho downgrades Mobileye, Kinder Morgan, it's bullish, Benedetto Vigna, Investor Relations Aldo Benetti, Tesla, Guggenheim Organizations: Bank of America, Broadcom, TAM, UBS, Devices, Mercado Libre, Nvidia, Pharma, Mizuho, JPMorgan, Meta, of America, Ferrari, Investor Relations, Netflix, Guggenheim, Walmart Locations: America, OW, China

☆ Goldman's favorite trades for the upcoming earnings season
▼ + stars: | 2024-10-11 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

"This rise in nervousness has increased the potential for relief rallies for stocks on their respective earnings events." Analysts expect an earnings growth rate for the S & P 500 of 4.2% in the third quarter, per FactSet data, which would represent a fifth-straight period of year-over-year growth. Here's a look at some of Goldman's top trade ideas heading into earnings season. GAP YTD mountain Gap stock. NVDA YTD mountain Nvidia stock.

Persons: Goldman Sachs, John Marshall, Goldman, Wells Fargo, Brooke Roach, Toshiya Hari, Hari Organizations: JPMorgan Chase, Old Navy, GAP, Nvidia, Broadcom, Boston Scientific

☆ Big backer of Nvidia heaps on praise after the recent stock rally. Where we stand now
▼ + stars: | 2024-10-10 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Morgan Stanley has a buy-equivalent rating on the Club stock and a price target of $150 a share, implying 13% upside from Wednesday's close. If artificial intelligence models are tasked with completing more complicated tasks, that could play into Nvidia's hands over time, Morgan Stanley reasoned. Several positive updates on AI adoption last month helped Nvidia's stock mount the comeback, which has completely erased a severe post-earnings slide that began Aug. 28 . More recently, Nvidia CEO Jensen Huang has touted "insane" demand for Blackwell . Nvidia CEO Jensen Huang talks onstage with Salesforce CEO Marc Benioff during Salesforce's Dreamforce on September 17, 2024 in San Francisco, California.

Persons: Morgan Stanley's, Jensen Huang, Morgan Stanley, Nvidia's, Morgan, Jim Cramer, Jim Cramer's, Jim, Marc Benioff, Salesforce's Dreamforce, Justin Sullivan Organizations: Nvidia, Club, Blackwell, Tech, Microsoft, Nasdaq, Google, Apple, Devices, Broadcom, CNBC, Getty Locations: —, San Francisco , California

☆ Jim Cramer lists 10 stocks on the S&P 500 that notched the biggest gains in the past two years
▼ + stars: | 2024-10-10 | by ( Julie Coleman | ) www.cnbc.com time to read: 1 min

For roughly the past two years, traders have bullishly invested in companies on the S&P 500 , leading the index of 500 large U.S. companies to new heights—even as the Federal Reserve issued aggressive rate hikes. Jim Cramer reflected on the lead performing stocks, with his favorite buys being Nvidia , Broadcom and Fair Isaac . "The whole first year of this bull's life was an anomaly—that's because the Fed was furiously tightening and the market went up anyway," he said. "Every night I say there's always a bull market somewhere, and for the last two years, well, it's been right in front of you." Cramer lists top 10 stocks on the S&P 500 with the biggest gains since October 12, 2022:

Persons: Jim Cramer, Isaac, it's, Cramer Organizations: Federal Reserve, Nvidia, Broadcom

☆ Jim Cramer says AMD's slide could be an opportunity — plus, a defense of Salesforce
▼ + stars: | 2024-10-10 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Stocks are slightly lower Thursday, but not far from the S & P 500 's record close set Wednesday. 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, Salesforce, Piper Sandler, Laggard, Analysts, It's, Piper, Salesforce's, Lisa Su, Su, Jim, Jim Cramer's Organizations: CNBC, ., CRM, Nvidia, AMD, AMD's, UBS, Broadcom, JPMorgan Chase, BlackRock, Bank of New York Mellon, PPI, Jim Cramer's Charitable Locations: China, Wells Fargo

☆ We see a driver for AMD stock coming up — plus, what's behind the continued market rally
▼ + stars: | 2024-10-09 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

With oil prices sliding and China's market giving back more of its recent gains, U.S. stocks have been free to rally. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the 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, it's, Morgan Stanley, Vimal Kapur, Kapur, Wedbush, Jim Cramer's, Jim Organizations: CNBC, ., Federal, Fed, CME Fed Watch, Honeywell, Nvidia, Broadcom, AMD, Bank of America, Oracle, Microsoft, ZT Systems, PPI, Jim Cramer's Charitable Locations: Wells Fargo, Turin

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Netflix, FedEx, Reddit, Broadcom, Chewy & more
▼ + stars: | 2024-10-09 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Citi initiates FedEx and UPS as buy Citi said in its initiation note that FedEx and UPS are well positioned. "Netflix remains a compelling growth story with significant room for revenue, earnings, and FCF growth over the next several years." Wells Fargo upgrades Valero to overweight from equal weight Wells said the company is one of the "best independent refiners." Mizuho reiterates Nvidia and Broadcom as outperform Mizuho said it's sticking with its outperform ratings on Nvidia and Broadcom. Wells Fargo reiterates Roblox as overweight Wells Fargo raised its price target on Roblox ahead of earnings in late October to $54 per share from $46.

Persons: underperform Jefferies, Guggenheim, TD Cowen, Cowen, Morgan Stanley, it's bullish, Piper Sandler downgrades Blackstone, Piper, Piper Sandler, Wells, Jefferies, Wolfe, VALE, Chewy, it's, Mizuho, Wells Fargo, Evercore Organizations: Citi, FedEx, UPS, Jefferies, Southwest, Deutsche Bank, Netflix, Deutsche, Inc, MetLife, Barclays, Apple, Apple Intelligence, New York Times, Industry, Nvidia, Broadcom, Mizuho, Lowe's Locations: Valero, underperform, Underperform

☆ Chip stocks look poised to make another run, especially Broadcom, according to the charts
▼ + stars: | 2024-10-08 | by ( Todd Gordon | ) www.cnbc.com time to read: +4 min

The charts indicate it may be time to look at chip stocks once again. However, the major semi names like Nvidia (NVDA) , Broadcom (AVGO) and AMD (AMD) have not actually fallen significantly in this rotation. Before we get into the specifics of Broadcom, let's take a look at the rotation out of semis starting in early August. Broadcom's chart Broadcom is a key holding in both my dividend and growth portfolios at Inside Edge Capital. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: swoon, we're, I've, you've, Todd Gordon, Gordon, AVGO Organizations: Semiconductor, Nvidia, Broadcom, AMD, CNBC Pro, let's, I've, Edge, Inside Edge, CNBC, NBC UNIVERSAL

☆ Stock futures are little changed after major averages post winning session Live updates
▼ + stars: | 2024-10-08 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

U.S. stock futures hovered near the flatline Tuesday night following a winning session for the major averages. Dow Jones Industrial Average futures rose 11 points, or 0.03%. S&P 500 futures and Nasdaq 100 futures dipped 0.01% and 0.01%, respectively. Wall Street is coming off a strong session for the major averages as tech stocks outperformed, and oil prices eased off their highs. The S&P 500 rose nearly 1%, while the Nasdaq Composite rallied about 1.5%.

Persons: Dow, Keith Lerner, Lerner, Wells Organizations: New York Stock Exchange, Dow Jones Industrial, Nasdaq, Nvidia, Broadcom, Truist, U.S, Treasury, Fed, JPMorgan Chase Locations: what's, Wells Fargo

☆ Our 3 chip stocks tend to finish the year strong — but 1 needs to play catch up
▼ + stars: | 2024-10-07 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Apple , Amazon , DuPont , and Constellation Brands all saw their ratings lowered by different Wall Street analysts. 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, Ben Reitzes, Melius, Duckhorn, Wells, Jim Cramer's, Jim Organizations: CNBC, ., Nvidia, Devices, Broadcom, Melius Research, VanEck Semiconductor, AMD, Apple, DuPont, Constellation Brands, Wall, Morning, Constellation, PepsiCo, Jim Cramer's Charitable Locations: NAPA, Wells Fargo

☆ How the port strike could actually boost Costco sales
▼ + stars: | 2024-10-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Club stock Nvidia jumped more than 3% — bucking the pressure on Big Tech. 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, Jensen Huang, Eli Lilly, Lilly, Oppenheimer, Jim Cramer's, Jim Organizations: CNBC, Wall, Nvidia, Big Tech, Blackwell, Broadcom, Devices, Food and Drug Administration, Costco, AMD Locations: New Jersey

Search resuls for: "Broadcom"

25 mentions found