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☆ Stocks making the biggest moves midday: Union Pacific, Fisker, Tesla, Zillow and more
▼ + stars: | 2023-02-27 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Union Pacific – Union Pacific's stock nearly 10% after the company announced that its current CEO would step down in 2023. Fisker – Shares of the electric vehicle startup surged more than 27% after Fisker maintained its 2023 vehicle production target and said it spent less than anticipated in 2022. To be sure, the company posted a larger-than-expected loss and revenue miss for the fourth quarter, according to StreetAccount. Alphabet — Google's parent company gained 0.6% after Bank of America reiterated its overweight rating, citing the technology giant's opportunities within artificial intelligence. Zillow — The online real estate platform gained 2.4% after JPMorgan initiated coverage of the stock with an overweight rating.

☆ Here are Monday's biggest analyst calls: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow & more
▼ + stars: | 2023-02-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs upgrades Nomad Foods to buy from neutral Goldman said it sees an "attractive investment opportunity" to invest in the frozen food company. Goldman Sachs upgrades Willis Towers Watson to buy from neutral Goldman said it sees a robust turnaround for the insurance company. Barclays reiterates Tesla as overweight Barclays said it's standing by its buy rating heading into Tesla's investor event on March 1. Raymond James upgrades Frontier to strong buy from outperform Raymond James upgraded the cable company after its "impressive" earnings report. UBS reiterates Apple as buy UBS said its survey checks show Apple is the preferred brand in both the U.S. and China.

☆ As new data shows inflation rose in January, here's what consumers can expect next
▼ + stars: | 2023-02-24 | by ( Lorie Konish | ) www.cnbc.com time to read: +3 min

While the inflation rate is poised to subside this year, "it will not be a straight line," Raymond James chief economist Eugenio Aleman told CNBC.com at the time. The Federal Reserve is tasked with getting inflation under control, while trying to avoid a deep economic recession. What the latest inflation measure showsThe personal consumption expenditures price index, or PCEPI, is the central bank's preferred measure as it seeks to bring inflation down to a 2% target. Based on Friday's data, it's "almost a certainty" the central bank will raise rates by 25 basis points in March, and maybe even higher, Luther said. A period of below 2% inflation would be needed to see prices subside back to where they were, Luther said.

☆ Jim Cramer's top 10 things to watch in the stock market Thursday: Nvidia is AI, energy surprises, stocks up
▼ + stars: | 2023-02-23 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

Shares of Club stock, which lost about 50% last year, jumped 10% early Thursday. Toll Brother s (TOL) sees price target hike at Raymond James to $67 per share from $61. 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.

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Fedspeak, stocks bounce, Palo Alto beats
▼ + stars: | 2023-02-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

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. ET: Q&A with Jim and Jeff Marks on general investing, market thoughts, education11:30-12:15 p.m. ET: Jim and Jeff discuss the portfolio (Part 2)2:15-2:45 p.m.

☆ Here are Wednesday's biggest analyst calls: Tesla, Apple, Coinbase, Shopify, Pinterest, Nvidia & more
▼ + stars: | 2023-02-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We are upgrading shares of Shopify to BUY from Neutral, as we believe the > 20% selloff post earnings has created an attractive entry point." Morgan Stanley reiterates Home Depot and Walmart as overweight Morgan Stanley said it's standing by its overweight ratings on shares of Home Depot and Walmart after the company's reported earnings on Tuesday. Morgan Stanley also trimmed its price target on Walmart to $160 per share from $161. Morgan Stanley reiterates Apple as overweight Morgan Stanley said the tech giant remains underowned among large-cap institutional investors. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said expectations are "low" and "mixed" ahead of the company's earnings report.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Carvana, Nvidia, Netflix, Zoom, Meta & more
▼ + stars: | 2023-02-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America downgrades Constellation Energy to neutral from buy Bank of America downgraded the energy company mainly on valuation. " Raymond James reiterates Carvana as market perform Raymond James said it's cautious heading into Carvana earnings later this week. Bank of America reiterates Meta as buy Bank of America said it's bullish on the company's recently announced Meta Verified subscription service. " Bank of America reiterates Alphabet as buy Bank of America said it's standing by its buy rating despite the ChatGPT thread to Alphabet. Barclays reiterates Zoom as equal weight Barclays said expectations are low heading into Zoom earnings later this month.

☆ Orton: The higher duration, lower parts of the market still have room to come down
▼ + stars: | 2023-02-21 | 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 EmailOrton: The higher duration, lower parts of the market still have room to come downRaymond James Investment Management's Matt Orton gives his thoughts on the markets and the Fed.

ORLANDO, Fla., Feb 16 (Reuters) - The notion that higher interest rates would slam stocks has been turned on its head by Wall Street's resilience to the most dramatic upward repricing of the U.S. rate outlook in decades. More remarkable still, it is the areas most sensitive to higher borrowing costs - tech, the Nasdaq and growth stocks - that are outperforming in the face of soaring bond yields, implied rates and Fed expectations. These sectors are more sensitive to rising yields because future cash flows and profits are discounted at higher rates. "Higher interest rates are less bad for stock prices, even though rates can continue to weigh on multiples." In a higher rate regime, profitability matters.

☆ Economists still worry recession could be on the way. But here's how a soft landing may still be possible
▼ + stars: | 2023-02-16 | by ( Lorie Konish | ) www.cnbc.com time to read: +2 min

"We are still on the path to lower inflation rates," House said. Economists said they still expect a recession following the new January inflation data. But the Federal Reserve lacks tools to prompt that area to cool off, he said. The new data shows slowing disinflation, he said, while the Federal Reserve will probably have to hold rates higher for longer. A 'Goldilocks scenario' could bring a soft landingThere is still hope, however, that the central bank may execute a so-called "soft landing," according to House.

☆ Fact Check-Michigan State University shooter is misidentified online
▼ + stars: | 2023-02-14 | by ( Reuters Fact Check | ) www.reuters.com time to read: +3 min

A 43-year-old man named Anthony Dwayne McRae was identified as the gunman in the Michigan State University shooting on Feb. 13, 2023, contrary to claims online saying it was another man named “Lynn Dee Walker.”Reuters reported that three students were fatally shot and five critically wounded at the Michigan State University campus (here). The gunman has been identified as 43-year-old Anthony Dwayne McRae, who died from a self-inflicted gunshot wound, by Michigan State University Police in a tweet (here). One of the photographs being shared in the post was posted by the Twitter account “@Logo_Daedalus” (here) in October 2020. The same account posted tweets about being wrongfully identified as the shooter in social media posts (here) and (here). The men depicted in the posts being shared do not show Anthony Dwayne McRae, the gunman identified by the Michigan State University Police.

☆ Here's the breakdown of the inflation report for January — in one chart
▼ + stars: | 2023-02-14 | by ( Lorie Konish | ) www.cnbc.com time to read: +1 min

High inflation has followed the U.S. economy into 2023, as consumers continued to see high prices in January. Inflation rose 0.5% for the month and 6.4% over the past 12 months, according to consumer price index data released by the U.S. Bureau of Labor Statistics on Tuesday. Both results were higher than some economists' expectations, which had predicted 0.4% for the month and 6.2% year over year. Almost half of Americans think we're already in a recessionThe CPI measures the average change in consumer prices based on a broad basket of goods and services. Other areas that saw a monthly decline in prices include used cars and trucks, medical care, and airline fares.

☆ Investors need to embrace these stocks that we love
▼ + stars: | 2023-02-12 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +8 min

I’ve typically done this stock picking feature in early to mid February as a Stocks We Love type of story, pegging it to Valentine’s Day. The restaurant stocks in particular could do well. Inflation is obviously still a concern for big consumer brands. Consumer prices rose 6.5% over the past 12 months through December, down from a 7.1% pace in November. Up nextMonday: Earnings from TreeHouse Foods (THS), Avis Budget (CAR), FirstEnergy (FE), IAC (IAC) and PalantirTuesday: US CPI; Japan GDP; UK employment report; earnings from Coca-Cola, Asahi Group, Marriott (MAR).

Younger shoppers snapping up its sweatshirts, knitwear and Polo line of products also drove results beat at luxury peer Ralph Lauren Corp (RL.N). "The Coach brand has done a lot of work to reposition itself as a premium brand that appeals to a younger consumer," Raymond James analyst Rick Patel said. "Tapestry appears to be executing better for its Coach brand than Capri is for Michael Kors," Patel added. Net revenue at Ralph Lauren rose 1% to $1.83 billion in the third quarter ended Dec. 31, beating estimates of $1.76 billion. Both Tapestry and Ralph Lauren took a hit in China due to a resurgence of COVID-19 infections, but demand is returning, the companies said.

☆ Coach owner Tapestry raises annual profit forecast
▼ + stars: | 2023-02-09 | by ( ) www.reuters.com time to read: +1 min

[1/2] A handbag is seen in a Kate Spade store, owned by Tapestry, Inc., in Manhattan, New York, U.S., November 19, 2021. REUTERS/Andrew Kelly/File PhotoFeb 9 (Reuters) - Luxury group Tapestry Inc (TPR.N) raised its annual profit forecast on Thursday, helped by resilient demand and its strategy to largely use company-owned stores and its website to sell Coach and Kate Spade bags. Shares of the company, which fell 4.5% on Wednesday following disappointing earnings and forecasts from rival Capri Holdings (CPRI.N), rose 2% in premarket trading. Total revenue fell 5% to $2.03 billion in the second quarter ended Dec. 31, in line with analysts' average estimate, according to Refinitiv IBES data. Reporting by Uday Sampath and Deborah Sophia in Bengaluru; Editing by Sriraj KalluvilaOur Standards: The Thomson Reuters Trust Principles.

☆ Luxury brands diverge: Tapestry stock rises while Capri slides after earnings
▼ + stars: | 2023-02-09 | by ( Noah Sheidlower | ) www.cnbc.com time to read: +2 min

Tapestry , the company behind Coach and Kate Spade, beat analyst expectations Thursday for its second quarter earnings and raised its annual profit forecast. Though, it was a different story for its competitor Capri Holdings , whose brands include Michael Kors and Versace. Tapestry's gains, sending the stock up over 3% Thursday, came a day after Capri's disappointing third quarter earnings report. Rick Patel, managing director at Raymond James, said both Tapestry and Capri have "done a great job" bringing new, younger customers into their brands through social media and website appeal. Tapestry reported per-share earnings of $1.36 on Thursday, topping estimates of $1.27, according to a survey of analysts conducted by Refinitiv.

☆ Should the wealthy worry about Pres. Biden's call to boost their taxes? Raymond James analyst says no
▼ + stars: | 2023-02-07 | by ( Melissa Lee | ) 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 EmailShould the wealthy worry about Pres. Biden's call to boost their taxes? Raymond James analyst says noEd Mills, Raymond James Washington Policy analyst and managing director, discusses Pres. Biden's call to quadruple the buyback tax and institute a billionaire tax. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Dan Nathan and Guy Adami.

☆ Here are Monday's biggest analyst calls: Apple, Tesla, Amazon, Netflix, Spotify, Disney, Uber & more
▼ + stars: | 2023-02-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Wells Fargo upgrades Spotify to overweight from equal weight Wells said the stock is coming off of "margin probation." Bernstein upgrades Diageo to outperform from market perform Bernstein said shares of the spirits company are compelling at current levels. " Wells Fargo reiterates Tesla as equal weight Wells said the industry dynamic surrounding EV pricing remains "challenged." Raymond James downgrades PayPal to market perform from outperform Raymond James said in its downgrade of PayPal that market share losses are growing. Cowen initiates Dick's as outperform Cowen said its survey checks show that Dick's continues to gain market share.

☆ Coterra, Danaher and TJX Companies are in the news. Here's our take on the headlines
▼ + stars: | 2023-02-06 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

A trio of Club stocks — Coterra Energy (CTRA), Danaher (DHR) and TJX Companies (TJX) — are in the news Monday. The multiweek slide in natural gas prices is at the heart of Raymond James' downgrade because Coterra's revenue is split roughly 50-50 between natural gas and oil. @NG.1 5Y mountain Natural Gas prices over 5 years The Club's take: The decline in natural gas prices is undoubtedly going to affect the amount of cash Coterra generates and then returns to shareholders via its fixed-plus-variable dividend strategy and buybacks. We're not heading for the exits on Coterra despite the decline in natural gas prices. A photo of a natural gas flare burning near an oil pump jack at the New Harmony Oil Field in the U.S. on June 19, 2022.

☆ Stocks making the biggest moves premarket: Tyson Foods, PayPal, Children's Place and more
▼ + stars: | 2023-02-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Tyson Foods – Shares of the food processing giant suffered a 6% drop in premarket trading after the company reported weaker-than-expected results for the first quarter. Analysts expected $1.34 per share in earnings and revenue of $13.52 billion, according to Refinitiv. PayPal — Shares of the payments company fell 2.6% in premarket after Raymond James downgraded the stock to market perform from outperform. Lyft — Shares of the ride-hailing company fell about 2% in premarket trading after Lyft was downgraded to hold from buy at research firm Gordon Haskett. Energizer Holdings — The battery maker's stock fell 6% after revenue and earnings for the recent quarter fell short of expectations, according to analysts surveyed by FactSet.

☆ Jim Cramer's top 10 things to watch in the market Monday: Stocks slump, off-price retail boost
▼ + stars: | 2023-02-06 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

2. Credit Suisse raises Estee Lauder (EL) price target to $305 per share from $215. Bernstein upgrades Diageo (DEO) to outperform from market perform (buy from hold) and raises price target to $225 per share from $215. Canaccord PT to $853 from $750; keeps buy. T-Mobile (TMUS) downgraded by MoffettNathanson to market perform from outperform (hold from buy); keeps $174-per-share price target. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Stocks making the biggest moves midday: Dell, On Semiconductor, PayPal, Catalent & more
▼ + stars: | 2023-02-06 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

The PayPal logo displayed on a smartphone screen with a stock market graphic in the background. On Semiconductor — Shares gained more than 1% after the company reported earnings Monday that beat Wall Street estimates. The company posted $2.1 billion in revenue for the quarter, a 13.5% increase from $1.85 billion in revenue last year. Dell — The tech company saw its shares fall 3.7% after it announced its plans to lay off 5% of its workforce. PayPal — Shares of the payments company fell more than 3% after Raymond James downgraded the stock to market perform from outperform.

☆ PayPal slips after Raymond James downgrades stock to Market Perform
▼ + stars: | 2023-02-06 | 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 EmailPayPal slips after Raymond James downgrades stock to Market PerformThe "Halftime Report" traders debate the biggest analyst calls of the day.

☆ Raymond James downgrades PayPal, cites concern over potential market share decline
▼ + stars: | 2023-02-06 | by ( Hakyung Kim | ) www.cnbc.com time to read: +1 min

Raymond James is bearish on PayPal despite its strong start in 2023. Analyst John Davis downgraded PayPal shares to market perform from outperform, saying that he expects PayPal's market share losses to continue. Data from Cyber Week in the final quarter of 2022 suggests that PayPal branded check out lost market share, largely to Apple Pay, he said. Processed payments also declined 6% year over year, which will further exacerbate the company's share loss issues. PayPal's stock has rallied 17% in 2023, but they remain more than 34% lower over the past year.

☆ Concussions jump 18% but overall injuries down, says NFL
▼ + stars: | 2023-02-03 | by ( Steve Keating | ) www.reuters.com time to read: +2 min

According to season-ending data compiled by the NFL, there were a total of 149 concussions suffered over 271 regular season games, representing a significant increase over 2021. Medical teams performed an average of 1.6 evaluations per game last season, while medical timeouts called by spotters and officials nearly doubled. "We are doing more evaluations than ever and we did change the protocol, becoming more conservative, and we had more medical timeouts and continue to emphasis player self report." While concussions were up the number of overall injuries was down 5.6%. Despite signs of a concussion, the Miami quarterback was allowed to return to the game after passing the league mandated protocol.

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