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☆ Here are Monday's biggest analyst calls: Apple, Nvidia, Amazon, DraftKings, Nike, Snowflake & more
  + stars: | 2023-05-22 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Piper Sandler names Microsoft, Snowflake and Oracle top AI picks Piper said that Microsoft, Snowflake and Oracle are the next "all-stars" in AI. Citi adds a negative catalyst watch on Nike Citi said Foot Locker's negative earnings report last week does not portend well for Nike. Citi downgrades Foot Locker to neutral from buy Citi downgraded Foot Locker after its disappointing earnings report last week and says shares are not fully de-risked. Deutsche Bank reiterates Snowflake as buy Deutsche says it's "constructive" heading into Snowflake earnings on Wednesday. Bank of America reiterates Alphabet as buy Bank of America says the internet search giant is "well positioned for mobile."
☆ Evercore's tech analyst Mahaney has a new top stock pick
  + stars: | 2023-05-22 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
3 spot on Evercore's technology and internet top picks, trailing only Meta Platforms and Uber in the first and second position, respectively. Evercore's price target of $150 implies about 29% upside for Amazon compared to Friday's close. Mahaney struck an optimistic tone on Amazon largely thanks to the potential growth of Amazon Web Services (AWS). The tech giant's cloud unit's revenue grew by roughly 16% in the first quarter, a slightly faster pace than anticipated by analysts. Over the long term, Mahaney added, Amazon's ability to grow artificial intelligence projects and integration could help cloud services going into 2024.
☆ Most Fed officials think it's appropriate to take a pause, says Evercore ISI's Krishna Guha
  + stars: | 2023-05-22 | 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 EmailMost Fed officials think it's appropriate to take a pause, says Evercore ISI's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins 'Squawk Box' to discuss the latest on the Fed's interest rate decision, whether he believes a hike or pause is in store, and more.
☆ Could the Fed raise rates again in June?
  + stars: | 2023-05-21 | by ( Krystal Hur | ) edition.cnn.com   time to read: +7 min
Traders saw a roughly 36% chance last Thursday that the Fed will raise rates by another quarter point in June, up from around 15.5% on May 12, according to the CME FedWatch Tool. Traders pared down their expectations to about a 18.6% chance that the central bank will raise rates next month, as of Friday evening. Experts seem to agree that the Fed is unlikely to raise rates again in June. Jim Baird, chief investment officer at Plante Moran Financial Advisors, also expects the Fed to hold rates steady in June. Dimon said in the same Bloomberg interview that he’d “love to get rid of the debt ceiling thing” altogether.
☆ Stocks making the biggest moves premarket: Farfetch, Deere, Applied Materials and more
  + stars: | 2023-05-19 | by ( Hakyung Kim | Https | Www.Linkedin.Com In Hakyungkim | ) www.cnbc.com   time to read: +3 min
The shoe retailer missed analysts' expectations on both earnings and revenue in the first quarter. Catalent lowered its full-year earnings and revenue guidance ahead of its business update call. Applied Materials – Shares of the chip maker slipped more than 1% premarket despite the company posting earnings and revenue for the most recent quarter that beat expectations on Wall Street. DXC posted revenue that came in below analysts' expectations from FactSet and earnings that were about in line with expectations. Deere — The tractor maker's shares rose almost 4% after it announced an earnings and revenue beat for its fiscal second-quarter.
☆ Here are Friday's biggest analyst calls: Tesla, Netflix, Planet Fitness, Bloom, Wendy's, Dell & more
  + stars: | 2023-05-19 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Goldman Sachs initiates SQM as sell Goldman said the Chilean chemical company is exposed to ongoing lithium price weakness. Cantor Fitzgerald initiates Intuitive Machines as buy Cantor said the space exploration company has a "first-mover" advantage. Credit Suisse upgrades TE Connectivity to outperform from neutral Credit Suisse said the consumer electronics company is an Inflation Reduction Act beneficiary. JPMorgan upgrades Bloom Energy to overweight from neutral JPMorgan said the selloff in the the energy company is "overdone." RBC initiates Planet Fitness as outperform RBC said it sees an attractive entry point for the gym stock.
☆ Regulatory risk for Big Tech may have already peaked, says Evercore ISI's Mahaney
  + stars: | 2023-05-18 | 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 EmailRegulatory risk for Big Tech may have already peaked, says Evercore ISI's MahaneyJoanna Stern, Wall Street Journal columnist, Dan Primack, Axios Business editor, and Mark Mahaney, Evercore ISI analyst, join 'Last Call' to discuss the U.S. Supreme Court's ruling in favor of Big Tech.
☆ Watch CNBC's full interview with Joanna Stern, Dan Primack, and Mark Mahaney
  + stars: | 2023-05-18 | 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 Joanna Stern, Dan Primack, and Mark MahaneyJoanna Stern, Wall Street Journal columnist, Dan Primack, Axios Business editor, and Mark Mahaney, Evercore ISI analyst, join 'Last Call' to discuss the Supreme Court's ruling in favor of Big Tech.
☆ Here are Thursday's biggest analyst calls: Tesla, Amazon, Netflix, Walmart, Nvidia, FedEx, Meta & more
  + stars: | 2023-05-18 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Citi names Meta top pick Citi said Meta is its new top pick pick based on the strength of its ad platforms. Jefferies reiterates Amazon as buy Jefferies said it sees a "strong AI opportunity" for the e-commerce giant. " "We believe upcoming results from FedEx next month can be a meaningful positive catalyst for shares. Citi reiterates Tesla as neutral Citi said its recent survey checks show Tesla has an "impressive loyalty lead." Jefferies reiterates Walmart as buy Jefferies said the big box giant is still a top pick after its robust earnings report on Thursday morning. "
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☆ Here are Wednesday's biggest analyst calls: Tesla, Wynn, Walmart, Alphabet, Western Alliance & more
  + stars: | 2023-05-17 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Wednesday's biggest calls on Wall Street: Bernstein reiterates Tesla as underperform Bernstein said after the automaker's shareholder meeting that it sees trouble ahead. Bank of America upgrades AppLovin to buy from neutral Bank of America said it sees accelerating revenue growth for the mobile tech company. Stephens reiterates Walmart as overweight Stephens said it's standing by its overweight rating heading into Walmart earnings Thursday. Bank of America reiterates ServiceNow as buy Bank of America said the software company is well positioned for AI. " Stephens reiterates Western Alliance as overweight Stephens said it's standing by its overweight rating on the regional bank.
☆ The Fed could enact a 'substitute' interest rate hike at its June meeting
  + stars: | 2023-05-17 | by ( Jeff Cox | ) www.cnbc.com   time to read: +4 min
Federal Reserve officials could talk tough enough at their June meeting that it would amount to a de facto interest rate hike. "All Fed officials are being careful not to exclude a June hike with more data to come and we would not completely exclude this either," he added. A "substitute" hike could see the rhetoric out of the June meeting reasserting the Fed's stern commitment to fighting inflation and disinclination toward easing anytime soon. But some taming in the inflation data , stronger economic signals and repeated statements from central bankers that cuts are not in their forecast have caused a shift. Fed fund futures contracts are implying a 4.585% funds rate by the end of the year, from the current 5.08%.
☆ How Reuters pinpointed bat-virus risk zones worldwide
  + stars: | 2023-05-16 | by ( ) www.reuters.com   time to read: +12 min
Areas where conditions are similar are more prone to spillover, scientists say. The Reuters analysis, which assessed spillover risk through 2020, has proven to have some predictive power. Similar statistical models are used widely to analyze data in ecology, and researchers use them to understand spillover risk. More than one of every five people on the planet is living in areas where the risk is highest for spillover. Using epidemic modeling software called GLEAMviz, the news agency simulated a worldwide pandemic originating from the spillover of a theoretical novel virus.
☆ Evercore ISI's Greg Melich expects the home improvement industry to be negative year-long
  + stars: | 2023-05-16 | 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 EmailEvercore ISI's Greg Melich expects the home improvement industry to be negative year-longGreg Melich, Evercore, joins 'Closing Bell' to discuss Home Depot earnings and outlook and what it means for the retail sector.
☆ Housing slowdown becoming challenge for home improvement stocks, says Evercore ISI's Greg Melich
  + stars: | 2023-05-10 | 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 EmailHousing slowdown becoming challenge for home improvement stocks, says Evercore ISI's Greg MelichGreg Melich, equity analyst for retailing and hardline at Evercore ISI, joins 'The Exchange' to discuss Walmart and Lowe's, a slowdown in existing home sales impacting home improvement stocks, Walmart's positive traffic trends, and retail earnings expectations.
☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Walmart, Chevron, Lumentum, Rivian & more
  + stars: | 2023-05-10 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Barclays initiates 10X Genomics as overweight Barclays said in its initiation of the gene sequencing biotech company that it has margin expansion opportunities for 10X. Barclays reiterates Apple as equal weight Barclays said in its analysis of Apple TV+ that "incremental content spend could take some cash away from buybacks." Goldman Sachs reiterates Chevron as neutral Goldman said it's waiting for an "upstream inflection" before getting positive on Chevron shares. Bank of America reiterates Virgin Galactic as underperform Bank of America said it still sees too much uncertainty for the spaceflight company. Bank of America reiterates Rivian as buy Bank of America saidit's standing by shares of the electric vehicle company after its earnings report on Tuesday.
☆ Here are Tuesday's biggest analyst calls: Microsoft, Apple, Alphabet, JPMorgan, PayPal, Shoals & more
  + stars: | 2023-05-09 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
JPMorgan initiates Alkami as overweight JPMorgan said the regional banking software company has strong fundamentals. " Bernstein reiterates Microsoft as outperform Bernstein said AI is going "everywhere and in everything" that Microsoft does. Goldman Sachs reiterates PayPal as buy Goldman said it sees further earnings upside after the company's earnings report on Monday. " Raymond James reiterates Palantir as strong buy Raymond James said it's standing by its strong buy rating on shares of the AI beneficiary. Credit Suisse downgrades PayPal to neutral from outperform Credit Suisse said it's too "challenging" to recommend shares right now.
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☆ A.I. trade is leaving investors vulnerable to painful losses: Evercore
  + stars: | 2023-05-08 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
The artificial intelligence trade may be leaving investors vulnerable to significant losses. Evercore ISI's Julian Emanuel warns Big Tech concentration in the S&P 500 is at extreme levels. Emanuel reflected on "odd conversations" he had over the past several days with people viewing Big Tech stocks as hiding places. "[They] actually look at T-bills and wonder whether they're safe. Interestingly enough, with all of this AI talk, health care and consumer staples have outperformed since April 1," Emanuel said.
☆ The S&P 500 is holding up, but the leadership is getting smaller
  + stars: | 2023-05-08 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
Simply put: the big indexes are doing OK, but the average stock is not. Big-cap tech is back but not a lot else If you just owned the top seven stocks in the S & P 500 , you'd think this was a rip-roaring quarter for passive investors in the S & P 500. Market cap vs. equal weight S & P 500 in Q2 S & P 500 up 0.6% Equal-weight S & P 500 down 1.1% There is a particularly large divergence in technology this quarter: Market cap vs. equal weight Technology S & P 500 in Q2 S & P 500 Technology: up 0.2% Equal-weight: down 6.1% What this tells us is that the average stock, and particularly the average technology stock, is underperforming the market. In the S & P 500, this peaked at a little over 70% in early February. The simple way to interpret this is that less than half of the stocks in the S & P 500 are in an uptrend.
☆ Enthusiasm in new tech 'unfolds in waves', says Evercore ISI's Emanuel on A.I.'s impact on stocks
  + stars: | 2023-05-08 | 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 EmailEnthusiasm in new tech 'unfolds in waves', says Evercore ISI's Emanuel on A.I. 's impact on stocksJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to discuss the state of the stock markets, the A.I. revolution, and more.
☆ CNBC Daily Open: Trading on fear, not fundamentals
  + stars: | 2023-05-05 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Regional bank stocks continued tumbling Thursday; shares of PacWest and Western Alliance were halted more than once. At one point on Thursday, every stock in the KRE traded lower as investors sold off regional banks. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ Here are Friday's biggest analyst calls: Apple, Coinbase, Western Alliance, Playboy, SolarEdge & more
  + stars: | 2023-05-05 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Morgan Stanley reiterates Apple as overweight Morgan Stanley said Apple is "delivering under pressure" after its earnings report on Thursday. Guggenheim upgrades Portillo's to buy from neutral Guggenheim said it sees multiple expansion for the restaurant chain. Goldman Sachs downgrades Atlassian to neutral from buy Goldman said the company's "cloud transition [is] likely taking longer than expected." UBS upgrades Shopify to neutral from sell UBS said in its upgrade of Shopify that it sees revenue upside. Jefferies initiates Playboy Group as buy Jefferies said it sees "significant upside" for the adult themed global media and lifestyle company.
☆ CNBC Daily Open: Fear, not fundamentals
  + stars: | 2023-05-05 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Regional bank stocks continued tumbling Thursday; shares of PacWest and Western Alliance were halted more than once. At one point on Thursday, every stock in the KRE traded lower as investors sold off regional banks. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ Apple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit Daryanani
  + stars: | 2023-05-05 | 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 EmailApple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit DaryananiAmit Daryanani, Evercore ISI analyst, joins 'Squawk on the Street' to discuss Apple as the company reported better-than-expected earnings.
☆ Apple results show iPhone's 'consumer staple nature' in a tough environment, Wall Street says
  + stars: | 2023-05-05 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Most Wall Street analysts like what they're seeing from Apple , viewing the iPhone maker's better-than-expected results as a sign of resilience and its continued ability to deliver even in a tough environment. Apple rose 2% in the premarket after posting earnings that beat expectations, driven by stronger-than-expected iPhone sales. Chatterjee has an overweight rating on Apple and a price target that implies upside of 14.6%. Softening demand 'casts a cloud' Despite the company's better-than-feared results, some analysts do expect volatility ahead. UBS analyst David Vogt reiterated his buy rating on the stock but said softening demand "likely casts a cloud on the stock near term."
☆ Qualcomm amplifies chip gloom with 'sobering report'
  + stars: | 2023-05-04 | by ( ) www.reuters.com   time to read: +2 min
May 4 (Reuters) - Qualcomm Inc's (QCOM.O) shares sank nearly 8% premarket on Thursday after the chip designer signalled it would take longer for its crucial smartphone market to rebound from a post-pandemic slump. Qualcomm's quarterly revenue outlook was the second time a chip firm has underwhelmed Wall Street this week. "While we believe investors were expecting a miss, this was admittedly a somewhat sobering report," said Bernstein analysts, among the 13 brokerages that cut price targets on Qualcomm's stock. Qualcomm did not name the modem customer, but analysts pointed to Apple, which will report results after markets close. Automotive revenue jumped 20% and the internet-of-things unit reported in line sales, indicating that Qualcomm's efforts to diversify away from the smartphone market were on track.
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