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☆ Deals that used to close in months might take more than a year: Guggenheim's Mandl on M&A regulation
▼ + stars: | 2023-09-26 | 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 EmailDeals that used to close in months might take more than a year: Guggenheim's Mandl on M&A regulationEric Mandl, Guggenheim Securities senior managing director, joins 'Closing Bell Overtime' to talk the current dealmaking landscape after the FTC's lawsuit against Amazon was announced.

Persons: Guggenheim's, Eric Mandl Organizations: Guggenheim Securities, Amazon

☆ Analysts predicted new obesity medicines would be blockbusters. Now they’re raising their forecasts
▼ + stars: | 2023-09-16 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +9 min

Fernandez sees a total addressable market of $140 billion to support patients with obesity. He expects there is a potential for GLP-1 drugs to become as common and widely used, much like statins are used to lower cholesterol. Morgan Stanley's Flynn estimates a 30% share of the diabetes market would generate $109 billion on a worldwide basis for GLP-1 drugs. Layer in a 15% to 30% share of the obesity market and that equates to worldwide sales of $97.4 billion to $194.8 billion. Guggenheim's estimates also assume that oral GLP-1 drugs that are currently in development are able to come to market a few years from now.

Persons: Seamus Fernandez, Fernandez, Lilly, Eli Lilly, Morgan Stanley, Terence Flynn, Eli Lilly's Mounjaro, Insulet, Canaccord, William Plovanic, Plovanic, It's, Morgan Stanley's Flynn, Flynn, Novo, Michael Bloom Organizations: Wall, Novo, American Heart Association, Food and Drug Administration, Novo Nordisk, Iqvia, Disease Control Locations: GLP

☆ The Charter-Disney will shape distribution contracts going forward, says Guggenheim's Michael Morris
▼ + stars: | 2023-09-05 | 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 EmailThe Charter-Disney will shape distribution contracts going forward, says Guggenheim's Michael MorrisMichael Morris, Guggenheim Securities entertainment and media analyst, joins 'Squawk on the Street' to discuss the ongoing dispute between Disney and Charter Communications, media valuation multiples trading at a discount as pressure from strikes mount.

Persons: Guggenheim's Michael Morris Michael Morris Organizations: Disney, Guggenheim Securities, Charter Communications

☆ How much is a good night's sleep worth? A lot to these stocks
▼ + stars: | 2023-09-04 | by ( Michelle Fox | ) www.cnbc.com time to read: +13 min

In fact, some 63% of U.S. adults sleep less than the recommended seven to nine hours a night, according to the National Sleep Foundation's Sleep Health Index. There are a myriad of products in the sleep arena — from mattresses and sleep supplements to sleep apnea devices and tech wearables that track sleep. Treating sleep conditions Health conditions can also impact the ability to get a good night's rest, like insomnia and sleep apnea. Obstructive sleep apnea causes breathing to be interrupted during sleep. About half of those surveyed in its obstructive sleep apnea patient survey in July said they had never heard of Inspire.

Persons: Anna Pione, they'll, Seth Basham, Basham, Tempur Sealy, " Basham, It's, Stefano Natella, Natella, it's, Ollie, Seamus Fernandez, Philip's, Philips, Eli Lilly, Eli Lilly's, Guggenheim's Fernandez, Michael Farrell, we've, Fernandez, Novo, wearables, Gene Munster, Jason Ware, Ware, Pione, Michael Bloom Organizations: McKinsey, International Sleep Products, Sealy International, Mattress, Sealy, Centers for Disease Control, Guggenheim, CDC, Unilever, American, of, Care, American Medical Association, Bank of America Securities, Medical Systems, Bank of America, Inspire, Novo Nordisk, Garmin, Apple, Deepwater Asset Management, Apple Watch, Albion Financial, Munster Locations: U.S, dreamland, Mizuho, Novo

☆ No company connects with the consumer better than Nike, says Guggenheim's Bob Drbul
▼ + stars: | 2023-08-28 | 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 EmailNo company connects with the consumer better than Nike, says Guggenheim's Bob DrbulBob Drbul, Guggenheim Securities retail analyst, joins 'Squawk on the Street' to discuss why Drbul's sticking with his price target for Nike, why there's been weakness in Nike stock, and Drbul's issues with Foot Locker.

Persons: Bob Drbul Bob Drbul, Locker Organizations: Nike, Guggenheim Securities

☆ Guggenheim predicts a moderate recession in 2024. Here are three steps to shore up your portfolio
▼ + stars: | 2023-08-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +2 min

A soft landing for the economy is looking unlikely, and now is the time to prepare your portfolio for a rocky 2024, according to Maria Giraldo of Guggenheim Investments. Contrary to the soft landing — and interest rate cuts — expected by many investors, Guggenheim sees a moderate recession looming in the new year. Instead, Guggenheim predicts both an economic downturn and lower interest rates in 2024. "We're seeing the impact of higher interest rates and higher funding costs on banks." She noted that investment-grade corporate bonds are yielding 5.5% to 6%.

Persons: Maria Giraldo, Guggenheim, Giraldo, Schwab Organizations: Guggenheim Investments, SEC

☆ Microsoft shares hit a record high this week. How the pros are playing it
▼ + stars: | 2023-07-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Pretty much everyone believes that generative AI is going to be a critical place to be in the coming decades, and I think Microsoft is far ahead of everyone else." At its steep multiple and price appreciation, she is refraining from buying shares that look "due for a breather." MSFT 5D mountain Microsoft shares this week Most analysts and investors agree that Copilot represents a big opportunity for Microsoft, but some remain skeptical of how much it will be able to monetize and how many users it can attract. Earnings next week could offer the next big catalyst for Microsoft. Microsoft is so well known that any kind of growth investor would have that philosophy."

Persons: Nancy Tengler, Tengler, Paul Meeks, Meeks, Ken Mahoney, Mahoney, Goldman Sachs, Kash Rangan, Citi's Tyler Radke, Guggenheim's John DiFucci, You've, Michael Bloom Organizations: Microsoft, Laffer, Investments, Mahoney Asset Management Locations: overbought

☆ Tesla is feeling the impact of price cuts when it comes to gross margins: Guggenheim's Ron Jewsikow
▼ + stars: | 2023-07-19 | 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 EmailTesla is feeling the impact of price cuts when it comes to gross margins: Guggenheim's Ron JewsikowTom Narayan, RBC, and Ron Jewsikow, Guggenheim Securities, join 'Closing Bell Overtime' to talk the bear and bull case for Tesla after the EV maker reported earnings.

Persons: Tesla, Ron Jewsikow Tom Narayan, Ron Jewsikow Organizations: RBC, Guggenheim Securities

☆ Fed won't have an 'easing cycle' despite nearing end of tightening , says Guggenheim's Schwartz
▼ + stars: | 2023-07-10 | 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 EmailFed won't have an 'easing cycle' despite nearing end of tightening , says Guggenheim's SchwartzAlan Schwartz, Guggenheim Partners executive chairman, joins 'Squawk on the Street' to discuss the end of the Federal Reserve's tightening cycle, what the markets haven't yet seen, and the expectations from the financial system going forward.

Persons: Guggenheim's Schwartz Alan Schwartz Organizations: Guggenheim Partners

☆ I feel very comfortable with the next 12 months for Nike stock, says Guggenheim's Bob Drbul
▼ + stars: | 2023-06-30 | 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 EmailI feel very comfortable with the next 12 months for Nike stock, says Guggenheim's Bob DrbulBob Drbul, Guggenheim Securities, joins 'Squawk on the Street' to discuss Nike's quarterly earnings results, whether the company will reach its long-term targets, and much more.

Persons: Bob Drbul Bob Drbul Organizations: Nike, Guggenheim Securities

☆ Disney is playing the long game in business structure, says Guggenheim's Michael Morris
▼ + stars: | 2023-05-19 | 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 EmailDisney is playing the long game in business structure, says Guggenheim's Michael MorrisMichael Morris, Guggenheim Securities, joins 'Squawk on the Street' to discuss Morris' reaction to Disney's decision to scrap its new campus plans, Morris' expectations to the company's cost-cutting efforts and how the decline of linear networks will impact Disney's business.

☆ Default isn't necessary to trigger US debt downgrade, says Guggenheim's Schwartz
▼ + stars: | 2023-05-16 | 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 EmailDefault isn't necessary to trigger US debt downgrade, says Guggenheim's SchwartzAlan Schwartz, Guggenheim Partners executive chairman and former Bear Stearns CEO, joins 'Squawk on the Street' to discuss the nation's current debt limit debate, if IPOs can get a 'window' this summer and much more.

☆ Watch CNBC's full interview with Guggenheim's Alan Schwartz on banking crisis fallout
▼ + stars: | 2023-05-16 | 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 EmailWatch CNBC's full interview with Guggenheim's Alan Schwartz on banking crisis falloutAlan Schwartz, Guggenheim Partners executive chairman and former Bear Sterns CEO, joins 'Squawk on the Street' to discuss the nation's current debt limit debate, if IPOs can get a 'window' this summer and much more.

☆ Guggenheim's Brian Smedley: Here's what to expect from the next Fed meeting
▼ + stars: | 2023-05-02 | 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 EmailGuggenheim's Brian Smedley: Here's what to expect from the next Fed meetingBrian Smedley, chief economist and head of macroeconomic and investment research at Guggenheim Investments, joins 'Power Lunch' to discuss the Fed's upcoming rate decision, the Fed's quantitative tightening plan, and ongoing funding strain in regional banks.

☆ Not surprising market is 'speculating on what's next', says Guggenheim's Schwartz on banking rout
▼ + stars: | 2023-05-02 | 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 EmailNot surprising market is 'speculating on what's next', says Guggenheim's Schwartz on banking routAlan Schwartz, Guggenheim Partners executive chair, joins 'Last Call' to discuss the regional banking rout, JPMorgan's acquisition of First Republic Bank, and more.

☆ Ford doubles down on EVs, while Wall Street looks to Disney for answers. Here's our take on these Club stocks
▼ + stars: | 2023-04-11 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Walt Disney (DIS) is facing skepticism from Wall Street over its streaming strategy and softer growth at its parks, while Ford Motor (F) is expanding its electric vehicle production. Disney currently owns a 66% stake in Hulu, while its other streaming platforms include Disney+ and ESPN+. Ford Motor The news: Club holding Ford on Tuesday announced a $1.3 billion investment in its Oakville assembly plant in Ontario, Canada. F 1Y mountain Ford (F) one-year performance. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ J&J backs out of RSV vaccine race with rivals Pfizer and GSK
▼ + stars: | 2023-03-29 | by ( Annika Kim Constantino | ) www.cnbc.com time to read: +3 min

Johnson & Johnson on Wednesday said it's ducking out of the RSV vaccine race, weeks after competitors Pfizer and GSK inched closer to launching the world's first shot against the deadly virus. J&J will stop working on its investigational RSV adult vaccine program and discontinue a pivotal phase three trial testing the shot, the company announced in a press release. Since then, the race to create the world's first RSV vaccine has garnered more attention than ever. A phase two trial on the company's RSV shot found it provided 80% protection against severe RSV infections. Drugmaker Moderna also has its own potential RSV shot, which performed well in clinical trials.

☆ Top line expectations are pretty low for Salesforce this quarter, says Guggenheim's John DiFucci
▼ + stars: | 2023-03-01 | 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 EmailTop line expectations are pretty low for Salesforce this quarter, says Guggenheim's John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on cloud stocks and what is ahead for Salesforce.

☆ Watch CNBC's full interview with Guggenheim's John DiFucci
▼ + stars: | 2023-03-01 | 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 EmailWatch CNBC's full interview with Guggenheim's John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on cloud stocks and what's ahead for Salesforce.

☆ Heavyweight tech battle: How Microsoft and Alphabet stack up against each other in the A.I. war
▼ + stars: | 2023-02-10 | by ( Samantha Subin | ) www.cnbc.com time to read: +9 min

"It's a new day in search," Microsoft CEO Satya Nadella said Tuesday during an AI event held at the company's headquarters, saying that the "race starts today." So far, Microsoft is making significant headway within AI and rising in popularity in the tech world. Alphabet, he added, "got beaten to market by Microsoft" despite its investments in the space. Alphabet Microsoft may be taking the lead on AI in the near term, but investors shouldn't sleep on Alphabet just yet. "We believe GOOGL has the AI tech and scale to maintain/grow its leading user base," said Morgan Stanley's Brian Nowak in a Thursday note.

☆ Microsoft will need 'a crowbar to pry away' Google's advertising dominance, even with its A.I. investments
▼ + stars: | 2023-02-08 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

But analysts aren't convinced that significant market share gains will come anytime soon. At the same time, he suspects the announcement will further push Google to roll out more of its own AI search engine features. To be sure, even though Microsoft accounts for just a fraction of the search advertising market, analysts see signs that the company is making significant progress. According to Piper Sandler's Brent Bracelin, Microsoft AI should reach $40 billion in revenue in half the time it took the company's cloud segment to reach that milestone. He also estimates that Microsoft could expand its market share within the digital ad market by as much as 7% sometime in 2026.

☆ Analysts laud Meta Platforms' focus on efficiency, say the stock is transitioning from 'doghouse to pedestal'
▼ + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Meta Platforms is turning its focus toward efficiency, and analysts seem to like the narrative shift from the battered technology giant. "Our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization." META YTD mountain Meta Platforms shares have already surged 27% this year Analysts also seemed to praise the company's move to lower its outlook for capital expenditures and operating expenses. The word "efficiency" came up over 25 times on the company's earnings call, according to Morgan Stanley's Brian Nowak. The analyst has an outperform rating on Meta and hiked his price target to $275, which implies upside of nearly 80%.

☆ Meta's short video Reels may finally be ready to challenge TikTok, analysts say
▼ + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Improving Reels engagement is boosting analysts' confidence in the short-form video platform's ability to compete with TikTok. META 1D mountain Meta Platforms shares surged more than 28% Thursday, on pace for their best day since 2013. Looking ahead, some analysts believe that Reels plays a dominant role in improving Facebook's efficiency. Easing TikTok tensions As for TikTok, some analysts say Reels is in position to overtake the short-form video leader that finds itself under increasing pressure as calls for a nationwide bans grow. JPMorgan analyst Doug Anmuth views improving Reels engagement trends and artificial intelligence investments as a way to temper threats from TikTok.

☆ Microsoft's investment in ChatGPT makes a lot of sense, says Guggenheim's DiFucci
▼ + stars: | 2023-01-24 | 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 EmailMicrosoft's investment in ChatGPT makes a lot of sense, says Guggenheim's DiFucciJohn DiFucci, Guggenheim senior research analyst, and CNBC's Steve Kovach join 'Squawk Box' to discuss why DiFucci is the only analyst with a 'sell' rating on Microsoft, insight into Microsoft's PC sales, and more.

☆ Guggenheim downgrades Microsoft, says vulnerabilities may be exacerbated during an economic slowdown
▼ + stars: | 2023-01-17 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

Now is the time to sell shares of tech giant Microsoft , according to analysts at Guggenheim. The firm on Tuesday downgraded the shares to sell from neutral and introduced a $212 price target, implying a more than 11% downside for Microsoft. Microsoft may disappoint on upcoming earnings numbers in the second quarter of 2023 and in their full-year guidance as well. "While most investors see MSFT as a large stable business that can weather any storm, it does have vulnerabilities, some of which could be exacerbated by this macro slowdown," analyst John DiFucci wrote. The biggest headwind the firm sees is MPC business, where consensus numbers are expecting slight growth after several quarters of declines.

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