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☆ Larry Ellison is $19 billion richer after Oracle shares rally the most since 2021
▼ + stars: | 2024-06-12 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Larry Ellison, chairman and co-founder of Oracle Corp., speaks during the Oracle OpenWorld 2017 conference in San Francisco on Oct. 1, 2017. Oracle Chairman Larry Ellison is almost $19 billion richer after the software maker he founded in 1977 forecast double-digit revenue growth for the fiscal year, lifting the stock to its sharpest rally since 2021. Ellison owns about 1.15 billion Oracle shares, equal to around 42% of the company's outstanding stock. Oracle shares soared 13% on Wednesday to a record $140.38, their best day since Dec. 10, 2021. Oracle said its database will become available on Google's public cloud and that OpenAI will be able to use Microsoft's cloud-based AI tools atop Oracle's cloud infrastructure.

Persons: Larry Ellison, Ellison, Mark Zuckerberg, Bernstein, Elon Musk, Skydance, David Ellison Organizations: Oracle Corp, Oracle, Forbes, Bank of America, Barclays, JPMorgan, UBS, Street Journal, Indian Wells Tennis Garden, Tesla, Paramount Global Locations: San Francisco, California , Florida, Lanai, California

☆ Beyond the Magnificent 7: Morgan Stanley fund manager says diversify with these 2 stocks
▼ + stars: | 2024-06-10 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

But this heavy focus on just a few stocks has led one portfolio manager to urge investors to diversify, naming two stocks he thinks look particularly attractive. Dunn, who also holds the title of co-head of value equity at Morgan Stanley, said other stocks offered investors "a lot of opportunity," naming two he likes. Thermo Fisher Scientific Healthcare services and biotechnology company Thermo Fisher is another favorite for Dunn, who sees it as an industry leader and "supermarket of tools and analytics." "We think [Thermo Fisher is] really ready to sort of benefit from this as the year progresses." Shares in Thermo Fisher are up around 9.5% year-to-date and 12.8% in the last 12 months.

Persons: Nvidia, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, They've, BJ's Organizations: Big Tech, Apple, Meta, Microsoft, Tesla, Morgan, Value, Costco Wholesale, Walmart, Sam's, Fisher Scientific Healthcare, . Value Locations: Morgan Stanley's, U.S, Fisher

☆ Hedge funds have never been more long the Magnificent 7 stocks, exceeding last summer's peak exposure
▼ + stars: | 2024-05-29 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Hedge funds are still leaning into the "Magnificent Seven" trade even with the broader stock market indexes recently hitting record highs. A May 24 note from the Goldman Sachs prime brokerage said that the Big Tech exposure at hedge funds reached a new high last week. The rising exposure is caused by both trading activity and higher share prices for the Big Tech stocks, particularly Nvidia . Net flows into the Magnificent Seven stocks have been positive in May, according to the Goldman prime brokerage data, though last week was more neutral. The five biggest stocks in the S & P 500 — all of which are members of the Magnificient 7 — account for roughly 27% of the S & P 500, according to Strategas Research Partners.

Persons: Goldman, Goldman Sachs, — CNBC's Michael Bloom Organizations: Goldman Sachs, Big Tech, Apple, Microsoft, Nvidia, Tesla, Goldman, Bloomberg News, Strategas Research Partners

☆ TikTok is taking the US government to court in a showdown of free speech vs. national security
▼ + stars: | 2024-05-08 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . And the knock-on effects extend beyond TikTok, impacting everything from President Joe Biden's reelection campaign to Apple and Tesla . AdvertisementTikTok, Tyler Le/BIThe TikTok-US government fight pits two pillars of American society against each other: free speech and national security. 3 things in businessDeliormanli/Getty, Olivier Verriest/Getty, Andrei Akushevich/Getty, Tyler Le/BIIn other newsAdvertisementWhat's happening todayToday's earnings: Airbnb, Uber, and other companies are reporting .

Persons: —, swiping, Tyler Le, ByteDance, Dan Whateley, Geoff Weiss, Joe Biden's, It'll, TikTok, hasn't, haven't, Fallon, Jane Fraser isn't, Fraser, Piper Sandler, Michael Kantrowitz, Josh Edelson, Isabel Fernandez, Mark Zuckerberg, Zuckerberg, Getty, Olivier Verriest, Andrei Akushevich, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, George Glover Organizations: Business, Service, Apple, Chinese Communist Party, Big Tech, Getty, Pujol, Associated Press, Facebook Locations: France, China, Beijing, Citadel, Millennium, AFP, New York, London

☆ These are the stocks with the most to gain or lose from the Fed decision
▼ + stars: | 2024-05-01 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

The 10-year Treasury yield at one point in April neared 4.75% after starting the year below 4%. The anecdote, coupled with troubling inflation and economic growth data in April, helped push Treasury yields higher. More worrisome Powell commentary Wednesday after the Fed decision could further spike Treasury yields — or perhaps, he will sound confident the Fed still has a handle on inflation and rates will decline in response. However, that climb could run out of steam if Federal Reserve comments on Wednesday force Treasury yields higher. Higher interest rates constrain technology companies' ability to post the type of strong growth the sector has become synonymous with in recent years.

Persons: Stocks, Jerome Powell, worrisome Powell, Goldman Sachs Organizations: Federal, Tesla, Micro, Treasury

☆ A troubling trend is brewing this earnings season. Here is Jim Cramer's remedy
▼ + stars: | 2024-04-19 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 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. Entering this week, Super Micro was up more than 200% year to date. 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, We're, That's, Estee Lauder, Wells Fargo, Wells, Jim Cramer's, Jim Organizations: CNBC, Tech, Nasdaq, Micro Computer, Coterra Energy, Club, Constellation Brands, Abbott Laboratories, Dow, Microsoft, Ford Motor, Honeywell International, Verizon, Cadence, GE Aerospace, PepsiCo, RTX, Halliburton, Jim Cramer's Charitable Locations: Wells Fargo, SMCI

☆ Tesla's awful 2024 is getting much worse
▼ + stars: | 2024-04-17 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +7 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Tech: A "social walkie-talkie" app is the newest thing tech insiders are excited about . Tesla's awful 2024 got much worse this week when the company cut 10% of its workforce , and a major executive resigned after 18 years at the EV maker. AdvertisementSlaven Vlasic/Getty Images for The New York Times; Chelsea Jia Feng/BIIn the meantime, Tesla's stock keeps falling. Even worse, people who are in the market for EVs aren't necessarily interested in Teslas .

Persons: —, NASA's Chandra, Tesla, we've, Elon Musk, Steve Granitz, Scott Olson, Jia Feng, Graham, Elon Musk's, robotaxis, Slaven, Chelsea Jia Feng, Tesla's, Musk, Andy Sieg, Merrill Lynch, Abanti Chowdhury, who's, Piper Sandler, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, George Glover Organizations: Service, Business, Tech, Adobe Stock, The New York Times, EVs, Teslas, Trump, SWANSON, Apple, Microsoft, BI, CNBC, Economy Summit Locations: Chelsea, China, Teslas ., States, New York, London

Tesla CEO Elon Musk arrives for a U.S. Senate bipartisan Artificial Intelligence Insight Forum at the U.S. Capitol in Washington, D.C., Sept. 13, 2023. Companies often see their stock price jump after announcing job cuts, as Wall Street rallies around the prospects for improved efficiency and profits. In 2022, the stock plunged 9% on initial reports around layoffs but recovered after Musk made clarifying comments days later. In China, Tesla has faced an onslaught of competition from domestic EV makers, including BYD and the phone maker Xiaomi. Prior to the layoffs, Tesla had been cutting prices and providing other buyer incentives, leading to likely margin erosion.

Persons: Elon Musk, that's, Musk, Tesla, FSD Organizations: U.S, Senate, Intelligence, Capitol, Washington , D.C, Tesla Locations: Washington ,, China, U.S

☆ 10 things to watch in the stock market Friday, including bank earnings and portfolio stock price target bumps
▼ + stars: | 2024-04-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

The bank reports $1.26 in earnings per share vs. $1.11 expected. A round of price target increases on Constellation Brands after its strong quarter and upside guide Thursday. Following the release and conference call, we reiterated our buy-equivalent 1 rating on shares and raised our price target to $300 from $270. A couple more price target cuts on Tesla . BMO starts coverage on the Novo Nordisk shares with a buy-equivalent outperform rating and a $163 per share price target.

Persons: Wells Fargo, Jefferies, Rosenblatt, Wells, Wedbush's Dan Ives, robotaxi, Eli Lilly, Jim Cramer's, Jim Cramer, Jim Organizations: Bank, JPMorgan, Citigroup, Constellation Brands, BMO, Devices, Arista Networks, Citi, EV, Boeing, Novo Nordisk, Jim Cramer's Charitable, CNBC Locations: China, Tesla, Wells Fargo

☆ Wall Street is getting nervous about Tesla
▼ + stars: | 2024-04-02 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +7 min

In today's big story, we're looking at why Wall Street is getting nervous about Tesla . South China Morning PostEarnings season is approaching, and Wall Street's already ringing the alarm on a high-profile company. AdvertisementTesla won't report its full earnings until later this month, but Wall Street is preparing for trouble. One analyst called it a "nightmare" quarter for the company, while another firm labeled Tesla "a growth company with no growth." One strategy is getting more Tesla drivers subscribed to its Full Self-Driving software, which can run $199 monthly.

Persons: —, Wall, Insider's Beatrice Nolan, Tesla, It's, that's, Elon Musk, ANDERSEN, Alyssa Powell, Donald Trump's, Ken Griffin's, Claire Merchlinsky, MoviePass, Ted Farnsworth, Manoj Bhargava, Putin, Elvira Nabiullina's, Forbes, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, George Glover Organizations: Service, Business, Tesla, China, Bloomberg, Nvidia, Meta, Microsoft, Apple, Getty, BI Trump Media, SEC, Citadel, BI, Street Journal, Authentic Brands, Energy, Bank of Russia, The Locations: China, Russia's, Connecticut , Delaware , New York, Rhode Island, Wisconsin, New York, London

☆ Two fresh ways to play the weight loss and megacap tech hype
▼ + stars: | 2024-03-23 | by ( Josephine Rozzelle | ) www.cnbc.com time to read: +2 min

A major exchange-traded fund provider is going deep on two popular plays: megacap tech and weight loss drug stocks. "It's going to be important to kind of keep an eye on this space," Mazza told CNBC's "ETF Edge" this week. They are the Roundhill Daily 2X Long Magnificent Seven ETF (MAGX) and the Roundhill Daily Inverse Magnificent Seven ETF (MAGQ). MAGX is designed to profit from "Magnificent Seven" gains, which comprises Alphabet , Amazon , Apple, Meta Platforms , Microsoft , Nvidia and Tesla . "These are tools that can be used for traders who have short-term views on the Magnificent Seven — both positive and negative to express that view," said Mazza.

Persons: Dave Mazza, Mazza, CNBC's, they're, They're Organizations: Investments, Apple, Microsoft, Nvidia, Tesla

☆ Dodge Charger will live on as a new EV and a gas-powered muscle car
▼ + stars: | 2024-03-05 | by ( Michael Wayland | ) www.cnbc.com time to read: +6 min

In this article STLAM-IT Follow your favorite stocks CREATE FREE ACCOUNT2024 Dodge Charger Daytona Scat Pack EV DodgeDETROIT — Dodge won't abandon its traditional, gearhead, high-octane Charger and Challenger owners with its next-generation muscle car. The automaker on Tuesday revealed the new Dodge Charger as an all-electric vehicle as well as a next-generation gas-powered muscle car. 2024 Dodge Charger Daytona Scat Pack EV DodgeDodge CEO Tim Kuniskis called the EV a "game changer in the industry." Dodge Charger DaytonaThe Charger Daytona EV will initially be offered in "R/T" and "Scat Pack" models with 496 horsepower and 670 horsepower, respectively. The "Fratzog" logo on the "R-Wing" of the 2024 Dodge Charger Daytona Scat Pack EV.

Persons: DETROIT — Dodge, Dodge, Tim Kuniskis, we're, Kuniskis, Carlos Tavares, Tavares, Michael Wayland Organizations: DETROIT, Challenger, Dodge, Chargers, Dodge Dodge, EV, Charger, Dodge Challenger Locations: Dodge, Windsor , Ontario, Canada, Pontiac, Mich, CNBC

Last week, Musk sued OpenAI and co-founders Sam Altman and Greg Brockman for breach of contract and fiduciary duty. "It's certainly a good advertisement for the benefit of Elon Musk," Kevin O'Brien, partner at Ford O'Brien Landy LLP and former assistant U.S. attorney, told CNBC. In the suit, Musk's lawyers say they want OpenAI to return to its work as a research lab and no longer exist for the "financial benefit" of Microsoft. Musk's attorneys didn't respond to a request for comment. Musk has an AI company of his own, X.AI, which introduced a competing chatbot called Grok in November after two months of training.

Persons: Elon Musk, Tesla, Beata Zawrzel, Elon, Musk, OpenAI, Sam Altman, Greg Brockman, It's, Kevin O'Brien, Ford O'Brien Landy, I'm, O'Brien, isn't, Shannon Capone Kirk, Ropes & Gray, Chris Ratliffe, Kirk, —, X.AI, He's, bigwigs, Andrej Karpathy, Kyle Kosic, OpenAI's, Jason Kwon, Kwon Organizations: Nurphoto, Microsoft, Elon, CNBC, Ropes &, Ropes & Gray LLP, Bloomberg House, Economic, Bloomberg, Getty, The New York Times, SEC, Tesla, X.AI, OpenAI Locations: Krakow, Poland, Davos, Switzerland, OpenAI

☆ Veteran investor picks 'Glorious 10' global stocks with 30% annual gains over the last 5 years
▼ + stars: | 2024-03-04 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

However, veteran investor and trader Adam Reynolds says it's time to look beyond the U.S. and consider 10 lesser-known companies from across Europe, Japan and Australia. "The focus on U.S. tech stocks — and especially the Magnificent Seven — is driving huge amounts of performance to the U.S. stock market. Calling valuations of U.S. stocks "stretched," Reynolds said there are opportunities in moving toward a "more diversified global portfolio," including better valuations — and returns. In terms of allocation, Reynolds suggests that investors put 30% of their equities portfolio in U.S. stocks, 40% in Asia and 30% in Europe. Chip stocks Shares of semiconductor manufacturer Tokyo Electron are up over 140% over the last 12 months.

Persons: Adam Reynolds, Reynolds, we're, Reynold Organizations: Big Tech, Apple, Microsoft, Nvidia, Tesla, Saxo Capital Markets, CNBC Pro, Japan, Tokyo, Novo Nordisk, Nordisk, BYD, Ferrari Locations: Europe, Japan, Australia, Asia, Tokyo, Europe's

☆ CNBC Daily Open: Americans sour on the economy
▼ + stars: | 2024-02-28 | by ( Sumathi Bala | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Mixed bag on Wall StreetU.S. stocks ended mixed Tuesday as investors prepared for key inflation data due out later this week. South Korea's Japan-style measures to boost corporate governance may not work to lift its undervalued stock markets and tackle the so-called "Korea discount." Honor's foray into flip phonesChinese technology firm Honor will launch a foldable flip phone this year, the company's CEO George Zhao told CNBC.

Persons: Joe Biden, Dow, Bitcoin, Tesla, George Zhao, Andrew Organizations: CS Wind America Inc, CNBC, Wall Street, Nasdaq, Apple, Bloomberg, Will, Korea's, Financial Services Commission, Samsung Locations: Pueblo , Colorado, Korea's Japan, Korea

☆ Alphabet's Gemini AI misstep is the latest reason Cramer is getting fed up with the stock
▼ + stars: | 2024-02-28 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

Jim thinks Google has lost focus as it struggles to shake off the narrative that it's lagging in the AI race. With all these things lining up against Google, Jim has been becoming increasingly wary of the stock. Even though Alphabet stock keeps getting dinged for AI misses, Bernstein analysts "don't subscribe to the generative AI risk to Google Search" for now. At the Club, we believe Google's AI chatbot Gemini could be competitive in attracting users, but the advertising opportunity may not be the same. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, Sundar Pichai, Pichai, Jim, Google, Bard, Gemini —, —, Axel Springer, they're, Bernstein, playbook, Meta, haven't, Jim Cramer's Organizations: Google, Apple, Microsoft, Nvidia, Tesla, The Club, Politico, U.S, Club, NFL, YouTube, National Football League, Management, Sunday, Meta, Walmart, CNBC, Future Publishing, Getty Locations: U.S

☆ Apple reportedly cancels plans to build a car
▼ + stars: | 2024-02-27 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Apple will wind down its team working on electric cars, called Special Projects Group, according to Bloomberg. The news signals that Apple will cease its secretive effort to build a car to rival Tesla . The program employed thousands of employees but never fit with Apple's core business of electronics and online services, and raised questions about what companies Apple would tap to manufacture a car. Reports of Apple's ambition to build a car first surfaced in 2014 after the company recruited automotive engineers and other talent from car companies. Some Apple employees in the company's car division may move to a generative artificial intelligence team, according to Bloomberg.

Persons: Tim Cook, Tesla Organizations: Apple, Formula One United, Prix Circuit, Bloomberg, San Francisco Bay Area, CNBC PRO Locations: Formula One United States, Americas, Austin , Texas, San Francisco Bay

☆ Friday's reach for another stock market record comes with a new, welcome wrinkle
▼ + stars: | 2024-02-16 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Remember, Jim Cramer kicked Tesla out and renamed the group of mega-cap market leaders the Significant Six. Mark your calendars: On Saturday, February 24, we'll be hosting our 2nd Annual Meeting for members of the CNBC Investing Club with Jim Cramer. 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, It's, Tesla, Wells Fargo, Eli Lilly, Foot, Danaher, we'll, Jim Cramer's, Jim Organizations: CNBC, Microsoft, Nvidia, Tesla, Club, GE Healthcare, UBS, HSBC, General, Linde, Disney, Apple, Alto Networks, Bausch Health, Coterra Energy, Walmart, Home, Jim Cramer's Charitable Locations: We're, Friday's, GEHC

☆ Ford CEO tells Wall Street to forget Tesla, says 'Pro' business is the future of the auto industry
▼ + stars: | 2024-02-15 | by ( Michael Wayland | ) www.cnbc.com time to read: +2 min

Ford Motor Co., CEO Jim Farley gives the thumbs up sign before announcing Ford Motor will partner with Chinese-based, Amperex Technology, to build an all-electric vehicle battery plant in Marshall, Michigan, during a press conference in Romulus, Michigan February 13, 2023. DETROIT – Ford Motor CEO Jim Farley on Thursday urged Wall Street to forget about Tesla and its FSD driver-assistance systems as the future of the auto industry, arguing investors should instead focus on the Detroit automaker's "Pro" fleet business. Look at Ford Pro. Ford expects the Pro unit's pre-tax earnings to increase to between $8 billion and $9 billion this year, the automaker said earlier this month. Tesla does not break out revenue or earnings from its premium driver-assistance software, marketed as its Full Self Driving Beta, FSD or FSD Beta.

Persons: Jim Farley, Farley, It's Organizations: Ford Motor Co, Ford, Amperex Technology, DETROIT, Ford Motor, Detroit, Deere, Co, Ford Pro, Research, Pro Locations: Marshall , Michigan, Romulus , Michigan

☆ Beyond the 'Magnificent 7': Morningstar's top strategist names other stocks to own
▼ + stars: | 2024-02-09 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

"The Magnificent Seven stocks generally are starting to run out of steam at this point because their valuations are getting pretty full at this point of time," Morningstar's Chief Markets Strategist David Sekera told CNBC Pro on Feb. 2. However, Sekera thinks things are looking up for small-caps and value stocks — the latter of which he says are trading at an 11% discount relative to Morningstar's fair value and look like a "good area for investors to overweight in U.S. stocks right now." Tech stocks The chief strategist remains bullish on tech, albeit outside of the Magnificent Seven, and named Cognizant Technology Solutions and Snowflake as picks to play the theme. Value in energy The energy sector — one of the laggards of the stock market last year — is also on Sekera's radar. Morningstar gives stocks a rating of between one and five stars, with a top rating indicating that the shares are undervalued.

Persons: David Sekera, Morningstar, Sekera, Russell, —, We're, doesn't, NiSource, Entergy Organizations: Big Tech, Apple, Meta, Microsoft, Nvidia, Tesla, CNBC Pro, Dow, Nasdaq, Tech, Technology Solutions, APA Corp, Morningstar, Exxon, APA, Entergy, WEC Energy Locations: Suriname, United States

☆ Jim Cramer says the stock market rally has stalled because of two important reasons
▼ + stars: | 2024-02-06 | 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. But Jim Cramer said, "It is not a broadening rally. 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 . 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, Eli Lilly, Lilly, Jim, David Simon, Tim Cook's, We're, Edwards Lifesciences, Jim Cramer's Organizations: CNBC, Broadcom, Nvidia, Micro, New York Community Bancorp, Signature Bank, Silicon Valley Bank, Linde, Club, DuPont, Air Products, Chemicals, Simon Property, GE Healthcare, Technology, Apple, Vision, Ford, Motors, Tesla, Enphase Energy, CVS Health, Yum Brands, Disney, Wynn Resorts, Jim Cramer's Charitable Locations: We're, New York, Silicon, China, Amgen

☆ Jim Cramer says the valuation of Big Tech megacaps is well-deserved
▼ + stars: | 2024-02-01 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Thursday told investors not to be wary of the Big Tech megacap stocks, saying their high valuation is well-earned. But Cramer refuted such claims, saying all of these tech names have hefty revenue streams to back up their valuations. He pointed out the proven probability of the megacaps, including three that reported quarterly earnings Thursday after the bell: Apple, Meta and Amazon. Cramer said the three generated upward of $300 billion in revenue and nearly $59 billion in net income combined. "You may think that these megacap stocks are somehow wrongly valued versus the rest of the market," Cramer said.

Persons: CNBC's Jim Cramer, doesn't, Cramer Organizations: Big Tech, Microsoft, Nvidia, Meta

☆ Shut out of the high-flying Super Six? Here are some entry prices to consider
▼ + stars: | 2024-01-26 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The goal: Determine entry points for investors who don't currently have a position. If you already own shares, consider your cost basis and last buy for entry points. Microsoft Three potential entry points: $380, $365 and $342. Alphabet Three potential entry points: $140, $130 and $120. It doesn't mean we will necessarily upgrade all a stock if it reaches one of the entry points discussed above.

Persons: Apple, that's, MSFT, It's, we're, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Cheng Organizations: Apple, Amazon, Microsoft, Nvidia, Semiconductor, Vision, Jim Cramer's Charitable, CNBC, Nvidia Corp, Bloomberg, Getty Locations: Thursday's, Taipei, Taiwan

☆ Cramer's week ahead: Earnings from Procter & Gamble, Tesla, Lockheed Martin
▼ + stars: | 2024-01-19 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Friday told investors to gear up for a "fast and furious" slew of earnings reports next week that could lead to some profit-taking, including Procter & Gamble , Tesla and Lockheed Martin . Only if we still have plenty of people out there bad-mouthing the market and calling it dangerous and perilous," Cramer said. Tuesday is one of the busiest days of the week, with reports from Procter & Gamble , Verizon , 3M , Johnson & Johnson , RTX , Lockheed Martin , D.R. Cramer predicted Verizon will do well, but Procter & Gamble may not see a blowout quarter, perhaps creating a buying opportunity. He'll be waiting to hear about an increased defense budget from Lockheed Martin and said D.R.

Persons: CNBC's Jim Cramer, Tesla, Lockheed Martin, Cramer, Johnson, D.R, He'll, Horton, he'll, Williams Organizations: Procter & Gamble, Lockheed, United Airlines, Logitech, Verizon, Johnson, General Electric, Netflix, Procter, Gamble, Abbott Laboratories, Tesla, Lam Research, IBM, Union Pacific, Intel, Sherwin, PayPal, American Express, Norfolk Southern, Federal Reserve Locations: RTX, Horton, Colgate

☆ Ford could do 2 things to really shine in a challenging 2024 for the auto industry
▼ + stars: | 2024-01-14 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Underscoring our optimism, total hybrid sales last week came in strong for the fourth quarter and the year. They grew 55.5% for the quarter while EV sales rose 27.5%. With higher-margin hybrid sales topping the quarter and the year, the Maverick Hybrid was the best performer, with a 67% increase in 2023 sales from the year-ago period. Morgan Stanley and Wells Fargo analysts are taking a pretty pessimistic view of the auto industry in the year ahead. F 1Y mountain Ford 1 year Reflecting that apprehension, the late-2023 upswing in Ford stock has been reversing a bit in the new year.

Persons: Ford, Jim Farley, Jim Cramer, Morgan Stanley, Wells, Tesla, Wells Fargo, Jim Cramer's, Jim, Michael Nagle Organizations: Ford, ICE, General Motors, Federal Reserve, Management, CNBC, New York, Auto, Bloomberg, Getty Locations: New York, U.S

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