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☆ A.I. enthusiasm drove up stocks this year. Here's how investors can catch the next opportunity
▼ + stars: | 2023-07-02 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Six months later, the promise of generative AI has boosted the Nasdaq Composite 31.7%, notching its best first half since 1983 . Betting on Nvidia Nvidia took Wall Street by storm this year. No matter how AI evolves, Nvidia was seen by many investors as a main beneficiary. Even with the stock's stellar performance, and recent entrance into the $1 trillion market cap club, investors aren't shying away just yet. "There will be an opportunity to get into some of these stocks at probably better levels than you're at now," Szilagyi said.

Persons: ChatGPT, Ken Mahoney, Mahoney, Jan Szilagyi, aren't shying, Sylvia Jablonski, Paul Meeks, Meeks, it's, Jordan Stuart, Eli Lilly's Mounjaro, Stuart, Szilagyi Organizations: Microsoft, Nasdaq, Nvidia, Meta, Apple, Mahoney Asset Management, Nvidia Nvidia, Nvidia —, Independent Solutions, Management, Investors, Big Tech, Federated Hermes, Novo Nordisk's Ozempic Locations: Hong Kong

☆ CEOs do matter when picking stocks. 5 things we look for in a leader and examples from our portfolio
▼ + stars: | 2023-06-21 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +16 min

It's not unusual for a company's stock price to soar — or sink — on news of a CEO shakeup. So, CEOs matter when picking stocks — and at the Club, these are the five things we look for when evaluating the leaders of our holdings. A stock's day-to-day and even month-to-month performance may not truly reflect how well a CEO is leading a company. Trust has value, and the stocks of companies led by reputable CEOs with competent management teams can trade at premium valuations. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Mary Dillon, Locker, J im Cramer, buybacks, Rainer Blair, —, Kevin Johnson, Marc Benioff, Mark Zuckerberg, Zuckerberg, we've, Bruce Broussard, Humana, Jeff Smith's, Craig Jelinek, who's, that's, Jelinek, it'd, Andy Jassy, Tim Cook, he's, Cook, Jim Cramer's, Dan Schulman, Sanjiv Lamba, Linde, Lamba, Eli Lilly, Dave Ricks, Eli Lilly's, Jim, Lilly, Jim Farley, Farley, Elon Musk's Tesla, Ford, LLY, Jim Cramer, Spencer Platt Organizations: Club, McKinsey & Co, Natural Resources, GE Life Sciences, SVB Securities, Starbucks, Humana, Bain & Co, Costco, CNBC, Apple, Amazon's, Football, MGM, Management, PayPal, Linde, LIN, Ford Motor, Wall, EV, Ford, The New York Stock Exchange, Financial, Getty Locations: U.S, Manhattan, New York City

☆ Here’s our Monthly Meeting rapid-fire update on all 35 stocks in the Club’s portfolio
▼ + stars: | 2023-06-14 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 35 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. In fact, he named Disney as the best Club stock to gift to a young grandchild. CEO Jim Farley's focus on only making profitable cars and trucks will be put to the test in the current quarter. 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's, Jim, Apple's, there's, Bausch, Estee Lauder, Fabrizio Freda, Berenberg, he's, Jim Farley's, Ford, Locker, Foot Locker's, Mary Dillon's, Patience, we're, Vimal Kapur, Johnson, J, Eli Lilly, Eli Lilly's, Mark Zuckerberg, Morgan Stanley, We're, James Gorman, enabler, aren't, Scott Sheffield, Coterra, PXD, Jim said, Stanley Black, Decker, TJ Maxx, Wells Fargo, Charlie Scharf's, Scharf, Wells, Wynn, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Nvidia, Amazon Web Services, Bausch Health, Caterpillar, Costco Wholesale, Costco, Humana, Coterra Energy, Disney, Emerson, Emerson Electric, National Instruments, Ford, Management, GE Healthcare, Halliburton, HAL, Honeywell, Johnson, Linde, LIN, Meta, underwriters, Cava, Microsoft, Palo Alto Networks, Natural Resources, Procter & Gamble, Constellation Brands, Modelo Especial, U.S, TJX, Marshalls, Home Goods, Wynn Resorts, WYNN, Starbucks, Las, Jim Cramer's Charitable Locations: Asia, China, California, Mounjaro, Palo, Wells, Las Vegas, Macao

The companies in discussion are largely small- to mid-sized, making them achievable targets, as opposed to firms listed on the FTSE 100. 'DRY POWDER'One of the contributing factors for PE firms' abundance of cash, or "dry powder", is the continued buildup of uninvested capital during the pandemic, according to fund managers. During the first five months of 2023, nine listed firms on the London Stock Exchange were approached by PE firms, exceeding the number of targets in the same time period last year, according to Refinitiv data. Among those out shopping for firms, many seem attracted to these lower valuations of small- and mid-cap firms. Though firms listed on the smaller UK indexes are more domestically focused than their larger counterparts, analysts point out that nearly half of their revenue is from their international presence, making them an even more attractive purchase for PE firms.

Persons: Richard Bullas, Martin, Franklin Templeton, John Wood, Bullas, Moodley, Johann M Cherian, Shounak Dasgupta Organizations: Bank of, Network International Holdings, Hyve, Medica Group, Pharmaceuticals, PE, Martin Currie UK Equity, London Stock Exchange, Apollo, John, John Wood Group, BNP, FTSE, U.S, Thomson Locations: Bank of England, Britain, United States, 10.2x, Europe, U.S, Bengaluru

☆ Dollar snaps five-week losing streak as bets on US rate hike in May firm
▼ + stars: | 2023-04-21 | by ( Rae Wee | ) www.reuters.com time to read: +3 min

The dollar slipped against the Japanese yen in early Asia trade, though it rose against most major currencies, with the U.S. dollar index edging 0.06% higher to 101.84. Rising expectations that the Fed will raise interest rates by 25 basis points in May have lent some support to the greenback. "I don't think Ueda is going to change policy at his first meeting next week," said CBA's Capurso. In other currencies, the Aussie was last 0.07% lower at $0.6738, while the kiwi fell 0.12% to $0.61705. Data out on Thursday showed that New Zealand's consumer price inflation was lower than expectations in the first quarter, though it remained near historic highs.

☆ Short these stocks with deteriorating earnings, Wolfe Research says
▼ + stars: | 2023-04-18 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Wolfe Research is recommending a basket of companies to short ahead of their quarterly earnings. AI YTD mountain C3.ai has one of the worst earnings quality ratings on the Wolf Research list. Elsewhere, Hasbro also has one of the lower earnings quality ratings on the Wolfe scale, earnings just three out of 100. The Wolfe report showed a sequential earnings quality decline of more than 82%. SPWR YTD mountain Although SunPower has a higher earnings quality rating on the Wolfe Research list, the company still has high short interest according to the report.

☆ Dollar, yields gain as expectations of Fed rate hike increase
▼ + stars: | 2023-04-14 | by ( Herbert Lash | ) www.reuters.com time to read: +3 min

Retail sales fell 1.0% last month, the Commerce Department said. Data for February was revised up to show retail sales falling 0.2% instead of 0.4% as previously reported. The yield on two-year Treasuries, which reflect interest rate expectations, rose 12 basis points to 4.097%, while on benchmark 10-year notes they rose 6.4 basis points to 3.515%. "The first quarter is going to be better than lowered expectations, which is good, but the guidance at best will be uncertain," Conger said. Atlanta Fed President Raphael Bostic told Reuters that one more quarter percentage point interest rate hike could allow the Fed to end its tightening cycle.

☆ Jim Cramer's top 10 things to watch in the stock market Thursday: Tech jumps, semis hot, Meta mania
▼ + stars: | 2023-03-30 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Club holding Advanced Micro Devices (AMD) gets a big price target hike to $120 per share from $85 at Wells Fargo. 4. Credit Suisse raises price target on Club holding Meta Platforms (META) to $251 per share from $220. Deutsche Bank trims price target on Dow stock Walgreens Boots Alliance (WBA) by $1 per share to $46. Keeps buy rating. — Correction: This update makes clear Morgan Stanley cuts price target on Charles Schwab.

☆ Dollar dips, Powell testimony and jobs data in focus
▼ + stars: | 2023-03-06 | by ( Karen Brettell | ) www.reuters.com time to read: +3 min

The dollar index has bounced off a nine-month low of 100.80 reached on Feb. 1 as strong data and still-high inflation leads investors to reprice for higher rates for longer. Data on Monday showed that new orders for U.S.-manufactured goods fell in January, pulled down by a plunge in civilian aircraft bookings. Powell’s testimony will be watched for any new signals on whether the U.S. central bank could reaccelerate the pace of rate hikes in response to the recent data. The Chinese yuan and Aussie dollar fell after China on Sunday set a lower-than-expected target for economic growth this year of around 5%. The dollar gained 0.15% to 136.02 yen ahead of the final policy meeting for Bank of Japan Governor Haruhiko Kuroda on Thursday and Friday.

☆ Top 10 things the Club is watching in the stock market Thursday: Bond yields pop, Salesforce supports Dow
▼ + stars: | 2023-03-02 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The Dow Jones Industrial Average looks like it's going to get spared because of the surge in Dow stock Salesforce (CRM). Snowflake (SNOW) drops more than 9.5% early Thursday, the morning after lowering its full-year product revenue guidance to 40% growth year over year from 47%. Dollar Tree (DLTR) downgraded to neutral at JPMorgan after the quarter; price target trimmed to $150 per share from $160. Canaccord downgrades to hold from buy; big catch-up price target cut to $9 per share from $25. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ The Club's top 10 things to watch in the stock market Tuesday: CPI, volatile market, oil dips
▼ + stars: | 2023-02-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analysts have buys on Palo Alto Networks (PANW), with the most upside to price target, as well as CrowdStrike (CRWD), Check Point (CHKP) and Fortinet (FTNT). They increase price target to $255 per share from $215. But they think any pullback in shares of the Club stock would be short-lived ahead of the chip company's March 20 to 23 GTC developer conference . The analyst say Club holding TJX Companies (TJX) is best positioned and raise price target to $88 from $85. Industrial gas company and Club holding Linde 's (LIN) price target was increased to $378 per share from $370 at BMO Capital.

☆ Time to buy the tech rally? Wall Street pros weigh in with their top stock picks
▼ + stars: | 2023-02-06 | by ( Zavier Ong | ) www.cnbc.com time to read: +6 min

Investors are flocking back into tech, after shunning the sector for the better part of 2022 amid broad risk-off sentiment. The tech-heavy Nasdaq Composite has been the best-performing Wall Street index in 2023, having gained about 15.6% since the start of the year. This could be the rebound," Wang told CNBC's "Street Signs Asia" on Thursday. " Some 87% of analysts covering the stock rate it a "buy," according to FactSet data, and give it average upside of 10.3%. Christopher Crawford, managing partner at Crawford Fund Management, told CNBC's "Street Signs Asia" on Tuesday that his firm is overweight tech "for the first time in our 10-year history."

☆ Emerging markets growth slowdown bottomed out in 2022, but risks remain -IMF
▼ + stars: | 2023-01-31 | by ( Rodrigo Campos | ) www.reuters.com time to read: +4 min

NEW YORK, Jan 30 (Reuters) - The International Monetary Fund on Monday raised its output growth estimate on emerging markets for this year, with projections now showing the economic slowdown in the region may have bottomed out in 2022, on the back of China reopening, a resilient India and unexpected growth in Russia. Inflation, a recent hamper on growth, is seen high although continuing to slow this year and next. Russia, on the other hand, has seen a 2.6 percentage point increase in the 2023 growth projection, which translates to a view of a 0.3% expansion this year. Brazil and Mexico, Latin America's largest economies, were both upwardly revised in their 2023 economic growth by 0.2 and 0.5 percentage point, respectively. For Latam and the Caribbean, the overall increase in the growth estimate was just 0.1 percentage point, to 1.8%.

☆ These stocks have been hit the hardest by Fed rate hikes — now they could rally if there's a pause
▼ + stars: | 2023-01-31 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

To find such names, CNBC Pro looked back at the stocks that were hit the hardest in the five trading days after each of last year's Fed rate hikes, starting with the first quarter point increase last March. Of those, we took the worst median performance within that five-day period for each of 2022's seven rate hikes. Warner Bros Discovery tops the list, losing a median 10.7% after the Fed rate hikes (bearing in mind the present company was put together in early April last year.) Chipotle Mexican Grill was also hit in the wake the Fed's rate increases, losing a median 6.9% overall. Overall, the electrical vehicle leader lost a median 6.8% in the week following last year's Fed rate hikes.

☆ Dollar gains as central banks take central stage
▼ + stars: | 2023-01-30 | by ( Karen Brettell | ) www.reuters.com time to read: +3 min

The U.S. central bank is widely expected to hike interest rates by an additional 25 basis points this week, and investors will be watching for any new indications on how many more rate increases are likely. The question now is "does the dollar bounce or is this a nesting pattern before the next leg down," Chandler said. The euro fell 0.22% to $1.0844, erasing earlier gains after Spain's consumer prices rose 5.8% on a year-on-year basis in January, the first increase in six months. The dollar rose 0.57% against the Japanese yen to 130.53 . The BoE and ECB are both expected to raise rates by 50 basis points each this week.

☆ Earnings playbook: Apple and Google-parent Alphabet lead the busiest week of reports
▼ + stars: | 2023-01-29 | by ( Fred Imbert | ) www.cnbc.com time to read: +14 min

Tuesday General Motors is set to report earnings before the bell, followed by a conference call at 8:30 a.m. What history shows: Data from Bespoke Investment Group shows GM beats earnings expectations 85% of the time. McDonald's is set to report earnings before the bell, with company leadership set to hold a call 8:30 a.m. What history shows: Qualcomm has either beaten or matched analysts' earnings expectations in the last 32 quarters, according to FactSet. Alphabet is set to report earnings after the close, followed by a conference call at 4:30 p.m.

☆ These stocks are cheap compared to the S&P 500 and are expected to see big earnings growth in 2023
▼ + stars: | 2023-01-22 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Nevertheless, analyst expect certain stocks currently trading at cheap valuations to grow earnings this year. These pressures have analysts expecting the first earnings decline for the S & P 500 since the throes of the pandemic. According to FactSet, analyst see fourth-quarter S & P 500 profits declining by 4.6%, which would mark the worst earnings season since the third quarter of 2020. Still, there are some stocks trading at cheaper valuations than the S & P 500 that are also expected to see strong earnings growth in 2023. FedEx is another name that made the cut, with its earnings expected to surge by 24% in 2023.

☆ Here's our January rapid-fire update on all 34 stocks in Cramer’s Charitable trust portfolio
▼ + stars: | 2023-01-19 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +11 min

Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. As much as we'd like to maintain a bigger position in this roughly $472 stock, we're refraining from violating our cost basis of $291.52. ( See here for a full list of the stocks in Jim Cramer's Charitable Trust 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.

☆ Dividend stocks are beating the market — Here are Wall Street's favorite income plays for 2023
▼ + stars: | 2023-01-13 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

The companies are rated buy by at least 70% of the analysts covering them. Cabot, which yields 2.1%, has nearly 22% upside to the average price target. First Merchants, along with its 3.1% yield, has nearly 18% upside to its consensus price target. Of all names on the list, Broadcom has the highest dividend yield, at 3.2%. Lastly, payments company Visa has an 0.8% dividend yield and 12% upside, based on the consensus price target.

Organizations: & $

☆ Jim Cramer's top 10 things to watch in the market Thursday: CPI matches, Peltz Disney fight
▼ + stars: | 2023-01-12 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

To be sure, though, the CPI print is good news, ending 2022 down 0.1% month over month and up 6.5% year over year. 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. 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 market Tuesday: Wages too high, China reopening
▼ + stars: | 2023-01-03 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Barclays raises price target on Club holding Eli Lily (LLY) by $5-per-share to $400. UBS downgrades PG & E (PCG) to neutral from buy, with a $17-per-share price target; just above where the stock closed Friday. Barclays raises Exxon Mobil (XOM) price target to $129 per share from $111; keeps overweight (buy) rating. 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.

A fter a year of layoffs across media and entertainment companies, more cuts could come in 2023 .. A pull-back of advertising tied to the declining economic outlook has affected all media. From tech diruptors like Netflix to news stalwarts like the Washington Post, a range of companies are impacted. In the blink of an eye, the media and tech jobs market has gone from hot to not. Discovery and Paramount Global that are racing to make their streaming businesses profitable to digital media companies such as BuzzFeed and Vice that are trying to bolster their valuations. Here are 15 media and entertainment companies that have laid off staff as of December 2022:

[1/2] The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, December 27, 2022. With markets thin, China and Hong Kong stocks fell, and MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was down 0.7% at 1223 GMT. U.S. stock index futures pointed to a more upbeat tone on Wall Street, with Nasdaq 100 e-minis up 0.6% and S&P 500 e-minis up 0.4% . Risk appetite was subdued for much of 2022 as global central banks raised interest rates in an attempt to bring down inflation. The Fed raised interest rates by 50 bps earlier in December after delivering four consecutive 75 bps hikes in the year, but it has said it may need to keep higher interest rates for longer.

[1/2] The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, December 27, 2022. The United States, India, Italy, Japan and Taiwan said they would require COVID-19 tests for travellers from China. At 0951 GMT, the MSCI world equity index (.MIWD00000PUS), which tracks shares in 47 countries, was down 0.1% on the day. Risk appetite was subdued for much of 2022 as global central banks raised interest rates in an attempt to bring down inflation. The Fed raised interest rates by 50 bps earlier in December after delivering four consecutive 75 bps hikes in the year, but it has said it may need to keep higher interest rates for longer.

☆ Netflix, NBCUniversal, BuzzFeed, Vice, and other media companies have laid off thousands in 2022, and there could be more cuts ahead in 2023
▼ + stars: | 2022-12-16 | by ( Lucia Moses | Claire Atkinson | Elaine Low | ) www.businessinsider.com time to read: +2 min

A fter a year of layoffs across media and entertainment companies, more cuts could come in 2023 .. A pull-back of advertising tied to the declining economic outlook has affected all media. In the blink of an eye, the media and tech jobs market has gone from hot to not. More than 3,300 media jobs were lost through November this year, according to Challenger, Gray & Christmas data — though this was down from an unprecedented 2020, when Challenger data showed 30,000 media sector jobs were lost. Discovery and Paramount Global that are racing to make their streaming businesses profitable to digital media companies such as BuzzFeed and Vice that are trying to bolster their valuations. Here are 15 media and entertainment companies that have laid off staff as of December 2022:

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