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☆ This record-high industrial stock is a big winner of Nvidia's robust data center business
▼ + stars: | 2024-02-22 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said Nvidia is just "scratching the surface" of U.S. companies it can serve, not to mention the potential business from international companies and governments. 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, Eaton, pare, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Nvidia, Big Tech, Broadcom, Palo Alto Networks, Palo Locations: North America, billings

☆ 2 out of 5 industrial stocks are at record highs. Here's our post-earnings outlook on all of them
▼ + stars: | 2024-02-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

Stanley Black & Decker Stanley Black & Decker posted mixed quarterly results on Feb. 1. Turnaround progress is great to hear because it's a big part of our investment thesis for Stanley Black & Decker. Looking forward, we think a potentially lower interest rate environment in 2024 will help boost demand for Stanley Black & Decker. SWK YTD mountain Stanley Black & Decker (SWK) year-to-date performance When rates go down, housing sector activity should improve. "I would take action on Stanley Black & Decker," Jim Cramer said following the results.

Persons: Eaton, haven't, Linde Linde, Stanley Black, Decker Stanley Black, Decker, Jim Cramer, Jim, DuPont, Weeks, Jim Cramer's, SWK Organizations: Eaton Electrical, Management, Linde, LIN, Revenue, DuPont DuPont, DuPont, de Nemours, Honeywell Honeywell, Aerospace, company's, Honeywell, CNBC, Eaton Corporation, NYSE Locations: Eaton, China

☆ Big Tech's AI spending plans mean big business for 3 portfolio stocks, including Nvidia
▼ + stars: | 2024-02-02 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +9 min

Some of Amazon's spending is likely to go toward its custom AI chips, known as Trainium and Inferentia. But the Seattle-based tech giant also buys Nvidia chips. On Thursday's post-earnings call, CEO Andy Jassy said AWS offers the "most expansive collection of compute instances with Nvidia chips." Alphabet's spending on AI chips has typically been split between its custom chips designed in partnership with Broadcom, known as Tensor Processing Units (TPUs), and Nvidia's offerings. Including networking products that stitch together parts of the data center, about 15% of Broadcom's semiconductor revenue was tied to generative AI spending in fiscal 2023.

Persons: Eaton, Brian Olsavsky, FactSet, Amazon's capex, Andy Jassy, Meta's capex, Susan Li, Li, Mark Zuckerberg, Zuckerberg, Meta, it's, —, Amy Hood, It's, chatbot ChatGPT, AMD's, Ruth Porat, Porat, Jim Cramer's, Jim Cramer, Jim, Florian Gaertner Organizations: Big Tech, Nvidia, Broadcom, Eaton, Microsoft, Meta, Google, Web Services, Facebook, Devices, OpenAI, supercomputing, TPUs, CNBC, YouTube, Photothek, Getty Locations: Eaton, Seattle

☆ Monthly Meeting Q&A with Jim Cramer: Everything from health care to industrials to portfolio management
▼ + stars: | 2024-01-28 | by ( Paulina Likos | ) www.cnbc.com time to read: +13 min

(Luca) Jim Cramer: I am getting over the pain of Morgan Stanley but not the simmering anger. Jeff Marks: A general rule of thumb is look for a pullback of about 3% to 5% to put some on. Jeff Marks: You should do what you are comfortable with but a general rule of thumb is five to ten. (Austin) Jim Cramer: We made a nice sale in CAT, sold half of the position. 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's, Jeff Marks, Brian, Jim Cramer, Eaton, There's, Jim, Morgan Stanley, gravitating, Goldman Sachs, Ted Pick, Luca, Eli Lilly, Jenny, I'm, We've, Palo, Dan, I've, Max, Carly Garner, CTRA, We're, we'd, Ford, Estee Lauder, Kimberly, didn't, –, Mike, that's, Austin, it's, Jim Umpleby, Bill, Jason Robins, Jason, DraftKings, They're, Sandy, WYNN Organizations: Investing Club, Abbott Laboratories, Wealth Management, Disney, Fed, Palo Alto Networks, Microsoft, Nvidia, Nasdaq, Club, Energy, Ford, Bronco, CME Fed, Caterpillar, China, Wynn Resorts, DuPont, CNBC Locations: IPOs, New York City, Palo Alto, China, California, Texas, Macao

☆ 10 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-01-27 | by ( Zev Fima | ) www.cnbc.com time to read: +16 min

All three major averages posted gains for the third consecutive week, lifted by solid quarterly earnings and positive economic data. Earnings season ramps up next week, with five of the Super Six mega-cap stocks delivering results. Employment numbers are the most important economic data, with Friday's January nonfarm payrolls report carrying the most weight. The January ISM Manufacturing report on Thursday and December's factory orders report Friday are expected to show the sector still in contraction mode. But earnings and commentary this week from peer Sartorious made us encouraged about a return to growth in 2024.

Persons: nonfarm, December's, Sartorious, We've, Stanley Black, Decker, We're, We'd, Royal Philips, Crane, Woodward, ServisFirst, Cadence Bancorporation, CADE, Johnson, Phillips, Avery Dennison, Columbus McKinnon, Robinson, SIRI, Cardinal Health, Parker, DOV, Pitney Bowes, Ferrari N.V, CSW, COLM, W.W, Grainger, Dwight Co, Jim Cramer's, Jim Cramer, Jim, Tim Cook, Justin Sullivan Organizations: Gross, Procter, Gamble, Gillette, Super, Consumer, JPM Healthcare, Amazon, Microsoft, Honeywell, Aerospace, Solutions, Apple Watch, Masimo, Vision Pro, Franklin Resources, Resource Partners, Bank of Marin Bancorp, Bank7 Corp, Pacific Premier Bancorp Inc, Provident Financial Holdings, Dynex, Cliffs Inc, Nucor Corp, Whirlpool Corp, F5 Networks, Capital Southwest Corp, Harbors Investment Corp, Crane Co, Payne, Equity, Heartland Financial, Cadence, FinWise Bancorp, Five Star Bancorp, PotlatchDeltic Corporation, Sanmina Corporation, Pfizer, General Motors Corp, United Parcel Service, JetBlue Airways Corporation, Smith Corp, Marathon Petroleum Corp, HCA Healthcare, Oshkosh Corporation, SYSCO Corp, Danaher Corp, Johnson Controls, M.D.C . Holdings, Commvault Systems Inc, Hope Bancorp, Hubbell Incorporated, Malibu Boats, Polaris Industries, Inc, Camden National Corp, Cambridge Bancorp, Microsoft Corp, Starbucks Corp, Devices, Electronic Arts Inc, Juniper Networks, Stryker Corp, Lending, Canadian, Canadian Pacific Kansas City Limited, Mondelez, Chubb Corporation, Modine Manufacturing, Partners, Management, Hawaiian Holdings, Manhattan Associates, Unum Group, UNM, Axos, Enova, Boston Properties, Boeing Co, Novo Nordisk, Mastercard Inc, Roper Technologies, Boston Scientific Corporation, MarketAxess Holdings, Fisher, Aptiv PLC, Hess Corp, Nasdaq, United Microelectronics Corp, Rockwell Automation, Teva Pharmaceutical Industries, Ltd, Avery, Avery Dennison Corp, Extreme Networks, Otis Worldwide Corporation, OTIS, Columbus, Columbus McKinnon Corp, Central Pacific Financial Corp, Brinker International, Fortive Corporation, Qualcomm, Technology, Metlife, Hanover Insurance, Barn Holdings, CONMED Corporation, DLH Holdings Corp, Meritage Homes Corporation, Honeywell International, Eaton Corp, Altria, Royal Caribbean Cruises Ltd, Merck, Co, Enterprise Products Partners, Dorian LPG, SiriusXM Holdings, Cardinal, Hannifin Corporation, Allegheny Technologies Incorporated, Tractor Supply Company, Trane Technologies, Dover Corp, Huntington Ingalls Industries, Brunswick Corporation, Dickinson, Canada Goose Holdings, Kirby Corp, WEC Energy Group, WestRock Company, Allegro MicroSystems, Ball Corporation, Broadridge Financial, BrightSphere Investment Group, CMS Energy Corp, Lancaster Colony Corp, Rogers Communications Inc, Sanofi, Apple, Atlassian Corporation, United States Steel Corp, Corp, Adtalem Global, Homes, DXC Technology Company, Eastman Chemical Company, Gen, Post Holdings, America, Columbia Sportswear Company, Exxon Mobil Corp, Chevron Corporation, Myers Squibb Co, CIGNA Corp, Regeneron Pharmaceuticals, Charter Communications, AON, Cboe, Dwight, Banco Santander, Jim Cramer's Charitable, CNBC, Apple Vision, Getty Locations: China, East, United States, Europe, Cleveland, Alexandria, California, Corning, Canadian Pacific, Teradyne, TER, Novo, Hanover, PBI, Skechers U.S.A, Bristol, Chile

☆ Our 2 semiconductor stocks hit more all-time highs. Here is what's behind each move
▼ + stars: | 2024-01-19 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The analysts said that buy-side expectations for the iPhone maker are below consensus, meaning in-line quarterly results could be solid enough to drive Apple shares higher. 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, Dow, Mark Zuckerberg, Eaton, Goldman Sachs, preorders, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Big Tech, Meta, Nvidia, Broadcom, VMware, Goldman, Apple, Vision

☆ Six industrial-focused stocks in the portfolio — and why we like each one of them
▼ + stars: | 2023-12-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +7 min

CAT YTD mountain Caterpillar YTD Caterpillar shares have been on a wild ride this year — trending higher initially and then sinking into late spring; ripping higher to records and hitting another rough patch. DD YTD mountain DuPont YTD DuPont is levered to housing, which we all feel better about after last Wednesday's Fed meeting. ETN YTD mountain Eaton YTD Since our November meeting, we swapped out Emerson Electric for Eaton because we didn't trust Emerson after a one-two punch of a hostile takeover and a not-so-hot quarter. HON YTD mountain Honeywell YTD Honeywell recently bought a terrific industrial security business from Carrier for $4.95 billion. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Ed Breen, Breen, that's, Emerson, Eaton, It's, Carrier, Vimal Kapur, Kapur —, Linde, We're, Linde's, I'm, Decker, Stanley Black, Stanley, SWK, Jim Cramer's, Jim Cramer, Jim Organizations: CNBC, Caterpillar, CAT, DuPont YTD DuPont, Fed, DuPont, Emerson, Broadcom, Honeywell YTD Honeywell, Carrier, Honeywell, LIN, Nasdaq, Linde, Exxon, ETN, Eaton Corporation, NYSE Locations: U.S, Eaton, Emerson

We're adding to our Eaton position after learning about data center news that makes us even more bullish about this power management company. Late Thursday, Blackstone and Digital Realty announced a huge joint venture to develop $7 billion worth of data centers across Europe and North America. News like this is fantastic for Eaton, whose largest end market by sales is Data Centers & Distributed IT, representing about 15% of sales. In the press release announcing the deal, Gray said, "Data centers are experiencing once-in-a-generation demand growth, driven by cloud adoption and the AI revolution." AI data centers require both higher power and higher power density relative to traditional data centers, resulting in three times the electric content.

Persons: Jim Cramer's, Eaton, Jon Gray, Blackstone, Gray, Jim Cramer, Jim, Brendan Mcdermid Organizations: ETN, Blackstone, Digital Realty, Centers, Data Center, Data, CNBC, New York Stock Exchange Locations: Eaton, Europe, North America, New York City, U.S

Following Monday's trade, Jim Cramer's Charitable Trust will no longer own a position in Emerson Electric. Even with the market overbought all last week, the S & P 500 squeezed out a gain of nearly 1% — its fifth straight weekly advance. For reference, any reading of 4% or more means the market is technically overbought (a reading of less than minus 4% means oversold). To help figure out the market's pulse, we like to refer to the Oscillator as our guidepost for buying or selling stocks. Whenever the market is overbought to this degree, our discipline is to look at areas to raise extra cash.

Persons: We're, Jim Cramer's, Eaton YTD, Eaton, Jim Cramer, Jim, Emerson Electric's, Timothy Aeppel Organizations: Emerson, CNBC Locations: Emerson, We'll, Marshalltown , Iowa

☆ Why investors should stick with Palo Alto Networks long term
▼ + stars: | 2023-12-04 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a Morning Meeting livestream at 10:20 a.m. 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.

Persons: Jim Cramer, Emerson, We're, Morgan Stanley, Jim Cramer's, Jim Organizations: CNBC, Big Tech, Nasdaq, Labor, Treasury, West Texas, Emerson, National Instruments, Club, Palo Alto Networks Locations: Friday's, Eaton, pullbacks

☆ Jim Cramer says buy this bank stock ‘aggressively’ as its valuation gets cheaper
▼ + stars: | 2023-11-30 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch audio feature in time for the last hour of trading on Wall Street. 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.

Persons: Jim Cramer, Eaton, Jim doesn't, Wells, Morgan Stanley, Estee Lauder, we're, We're, Jim Cramer's, Jim Organizations: CNBC, Big Tech, Jim Cramer's Charitable Locations: industrials, China

☆ We're shifting our industrial exposure by paring one stock to buy more of another
▼ + stars: | 2023-11-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

We are shifting our industrial exposure Tuesday afternoon by selling Emerson Electric on its slight gain and buying Eaton on today's dip. Historically when the market is overbought, we are hesitant about putting new money to work because an overbought market suggests the market has run up too far too fast and needs to digest gains. But selling one stock to buy another else keeps us cash neutral. We realize a loss of about 8% on Emerson stock purchased in December 2022. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer, Eaton, Emerson, Jim Cramer's, Jim, Spencer Platt Organizations: Emerson Electric, ETN, Emerson, CNBC, Traders, New York Stock Exchange, Getty Locations: Eaton, Eaton's, New York City

☆ Just a handful of stocks led the market in 2023. Here's why we still own 35
▼ + stars: | 2023-11-21 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

The stock market this year has been led by just a handful of the biggest and best tech companies. Just look at the S & P 500 market-cap weighted index, which is viewed as a barometer of the overall stock market. Compare that to the much smaller 3% year-to-date increase in the S & P 500 equal-weight index, which treats each company's stocks the same regardless of market value. It's hard to turn off the monitors and wait for your seven stocks to come back after a terrible year. On top of all that, how many experts really knew heading into 2023 that these were the seven names to back the truck up for?

Persons: Jim Cramer, Eli Lilly, Stanley Black, Decker, That's, Morgan Stanley, Will Disney, Bob Iger, Jim Cramer's, Jim, Brendan Mcdermid Organizations: Apple, Microsoft, Nvidia, Honeywell, Linde, LIN, Palo Alto Networks, Oracle, GE Healthcare, Broadcom, Caterpillar, Constellation Brands, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange Locations: China, Ukraine, Palo, Eaton, New York City, U.S

☆ We're adding a transformed industrial stock to the portfolio with a small buy
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Following the trade, Jim Cramer's Charitable Trust will own 65 shares, representing about 0.50% of the portfolio. These multiyear themes are driving investment in the company's key markets, which are Commercial Buildings, Data Centers, Industrial, Residential Buildings, Utility, Aerospace, e-mobility, and Legacy Vehicle. By the way, artificial intelligence should be an additional tailwind to Eaton's Data Center business. AI data centers require both higher power and higher power density relative to traditional data centers, resulting in three times the electric content. One more theme benefitting Eaton's Data Center business is the need to generate electricity in a clean and sustainable way.

Persons: Jim Cramer's, Eaton, Jim Cramer, Jim Organizations: Eaton Corporation, Data Centers, Industrial, Aerospace, Data Center, Airbus, America's Boeing, Dubai Air Show, Boeing, Jim Cramer's Charitable, CNBC, NYSE Locations: Eaton, industrials, North America

☆ Here’s a rapid-fire update on all 35 stocks in our portfolio, including a new industrial
▼ + stars: | 2023-11-15 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Honeywell International (HON): This is the most undervalued stock in our portfolio, Jim said. In a diversified stock portfolio, Jim said there's always room for high-quality companies like P & G, which also has a track record of raising its dividend. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club.

Persons: Jim Cramer's, Jim, Bausch, That's, Dupont De Nemours, Dupont, Danaher, Walt Disney, Estee Lauder, Locker, Vimal Kapur, we're, We've, we've, Linde, Eli Lilly, Eli, hasn't, Mark Zuckerberg, Meta's, Zuckerberg, Morgan Stanley, Morgan Stanley's, Ted Pick, James Gorman, he's, there's, Patience, Stanley Black, Decker, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Amazon Web Services, Broadcom, VMWare, Bausch Health, Caterpillar, Costco Wholesale, Coterra Energy, Disney, Eaton Corp, Emerson, Ford, Union Auto Workers, GE Healthcare Technologies, General Electric, GE, Management, Google, YouTube, Honeywell International, Honeywell, Linde, LIN, Reality Labs, Microsoft, Nvidia, U.S, Oracle, Palo Alto Networks, Procter & Gamble, Starbucks, Constellation Brands, Corona, Modelo, Stanley, TJX, Wynn Resorts, WYNN, Trust Locations: China, India, Salesforce's, redeploy

☆ A 'once-in-a-generation' factory construction boom won't bow to economic jitters. How investors can play it
▼ + stars: | 2023-11-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

Now, the window is opening on orders for the components that will go into the construction, he added. One of those exchange-traded funds is TCW Transform Supply Chain ETF (SUPP), a play on the reshoring theme. "[Yet] in just [the past] six months, we've added about $300 billion of orders for mega projects," he added. "The United States is experiencing a once-in-a-generation onshoring boom," the company said during its Oct. 27 conference call. Another top holding is Martin Marietta Materials , which produces the aggregates used for construction projects.

Persons: Chris Snyder, Eli Horton, we've, there's, Horton, Snyder, Eaton, Craig Arnold, Arnold, Martin Marietta, Hortons, we're, Michael Bloom, Nick Wells Organizations: UBS, Federal Reserve, hasn't, Steel, Trane Technologies, Waste Management, Martin, Martin Marietta Materials Locations: U.S, United States

☆ Jim Cramer praises power management firm Eaton for an amazing quarter and Wall Street agrees
▼ + stars: | 2023-11-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer says Eaton (ETN) just had the best quarter in the industrials sector. The power management company late Tuesday beat analysts' estimates for quarterly profits on high demand for its electrical components and equipment. Eaton's fiscal results highlight how well the firm is adapting to the industry's transition to renewable energy. If you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free. Cramer's Charitable Trust does not hold shares of Eaton but does have a stake in Caterpillar.

Persons: CNBC's Jim Cramer, Eaton, Craig Arnold, Jim Cramer's, Cramer Organizations: Caterpillar Locations: industrials, Cramer's, Eaton

The International Energy Agency (IEA) report published this week revealed that a growing volume of renewable energy generation is being stalled as developers wait for projects to be connected to national electricity grids. Since the report's release on Monday, share prices of companies engaged in building electric grids, or with products and services tied to grid modernisation, have outperformed firms that are focused on renewable energy generation. The share prices of certain firms that hold these particular skill or product sets have seen signs of heightened buying interest this week since the IEA report was published, indicating that some investors may be already placing bets that grid specialist firms may be primed for growth going forward. Germany's E.ON (EONGn.DE), which has a major energy networks division, is up roughly 17% this year, LSEG data shows. Firms that develop smart meters and other grid management tools are also expected to see growth in demand for their services by power companies.

Persons: Lisi Niesner, Gavin Maguire, Muralikumar Organizations: REUTERS, International Energy Agency, IEA, FOCUS, Mastec Inc, U.S, Fluor Corp, Eaton Corporation, E.ON, Reuters, Thomson Locations: Weselitz, Germany, LITTLETON , Colorado, U.S, Ireland

☆ These AI 'enablers, adopters and adapters' are seeing earnings grow and their stocks outperform, Evercore ISI says
▼ + stars: | 2023-10-16 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

But companies with upward earnings per share revisions that mention artificial intelligence could be positioned to outperform, according to Evercore ISI. Evercore ISI estimates that the search giant has a 44% exposure to generative AI. The power management company, up nearly 34% this year, is well-situated to benefit as AI revolutionizes the industrial sector, Evercore ISI said. "ETN's electrical business is the driver of its stock at 70%-75% of total company sales and earnings," Emanuel wrote. Evercore ISI also highlighted Booking Holdings , Arista Networks , CarMax and Pure Storage on its screen of AI winners.

Persons: JPM, Julian Emanuel, Emanuel, financials, Eaton, — CNBC's Michael Bloom Organizations: ISI, Nvidia, Google, JPMorgan Chase, JPMorgan, Holdings, Arista Networks

☆ Here are Friday's biggest analyst calls: Netflix, Nvidia, Eli Lilly, Disney, Levi's, Exxon, Walmart and more
▼ + stars: | 2023-10-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan reiterates Exxon as overweight JPMorgan said it's standing by its buy rating on the oil and gas giant. Seaport initiates Netflix as buy Seaport said it sees plenty of upside in shares of Netflix. JPMorgan upgrades Eaton to overweight from neutral JPMorgan said the industrial and electrical company is best in class. UBS reiterates Levi's as buy UBS said Levi's is still an attractive stock despite the company's disappointing earnings report Thursday. " JPMorgan upgrades Apellis to overweight from neutral JPMorgan said the pharmaceutical company is well-positioned for more upside.

Persons: Piper Sandler, Bernstein, Disney, XOM, Jefferies, TD Cowen, Cowen, Eaton, Eli Lilly, Doug McMillon, Berenberg, Morgan Stanley, Meta, Levi's, Oppenheimer downgrades O'Reilly, AutoZone, Oppenheimer, it's, Truist Organizations: Disney, Netflix, Hulu, JPMorgan, Exxon, Barclays, Nvidia, Intel, Gaudi, Citi, Discover Citi, DFS, Seaport, Bank of America, Energy, of America, Apple, Vegas, Prix, Clearway Energy, Walmart, United Auto Workers, Auto, Meta, UBS Locations: Parks, NVDA, China, ETN, TEL, AZO, ORLY

☆ These top 5 dividend stocks will consistently increase payments to investors, and are poised to rebound during a surprisingly strong 4th quarter, according to the CIO at a $250 billion hedge fund
▼ + stars: | 2023-10-06 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Consensus estimates for the third quarter were recently lowered with expectations for flat revenue growth and slightly positive earnings growth. The three stocks below are also growing revenues, earnings, cash flows, and dividends as they have fundamentally attractive businesses that are less cyclical. Motorola Solutions (MSI) is a video and telecommunications equipment, software, systems, and services provider with an annual yield of 1.28%. It has an annual yield of 1.38%. And Eaton Corporation (ETN), is a power management company with an annual yield of 1.68%.

Persons: Saira Malik, Malik, I'm Organizations: Investors, Treasury, Retail, Walmart, Motorola Solutions, Linde, Eaton Corporation

☆ UBS lays out the best names to play the $2 trillion clean energy transition
▼ + stars: | 2023-09-12 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

A tidal shift in corporate support for decarbonization pared with government funding for the energy transition has created a secular growth cycle that can exceed $2 trillion, according to UBS. Second-quarter earnings reports showed a "clear divergence" in whether and how companies would be helped by the approximately $600 billion in government benefits in support of the green energy transition, analyst Shneur Gershuni told clients. Following the latest corporate earnings season, Gershuni updated his list of stocks that investors can use to play the energy transition capital expenditure cycle. Here are 10 that made the most updated list, including all of his new additions: Sempra's addition came after announcements showing it was upping exposure to the energy transition, Gershuni said. Despite falling around 19% this year, the average analyst sees an upside of more than 32% ahead, according to LSEG.

Persons: Shneur Gershuni, Gershuni, Eaton, Goldman Sachs, Carly Davenport, — CNBC's Michael Bloom Organizations: UBS, DTE Energy, SPX Technologies, FTC, Eaton Corporation, LSEG, NextEra Energy Locations: Sempra

☆ How different kinds of investors can approach this August market pullback
▼ + stars: | 2023-08-13 | by ( Jim Cramer | ) www.cnbc.com time to read: +13 min

Or are the stocks that are now hated going to turn out to be precursors of the next downturn? Of all the techs I follow, I think ServiceNow probably had the best quarter. We know what to pay when we think a stock is going up, which is the going price. Next thing you know that stock is down to $143 and you say to yourself, should I buy it back? In that case, you need to sell stocks pretty aggressively until we get oversold, raising cash to 10% like us.

Persons: gaga, Everest, it's, Dow, ServiceNow, Jensen Huang, Bill McDermott, Bill, CARR, hasn't, Dupont, Let's, let's, Christian McCaffrey, Jeff Marks, FOMO, that's, Jim Cramer's, Jim Cramer, Jim, Jim Cramer Rob Kim Organizations: Nasdaq, Walmart, Costco, Nvidia, Fed, Dow, Electric, GE, Accenture, SAP, Otis Worldwide, Carrier Global, Caterpillar, Apple, Football, Bull, San Francisco 49er, CNBC Locations: Eaton

☆ On tap this week: Jobs report plus 10 key earnings. Here's what we want to see
▼ + stars: | 2023-07-29 | by ( Zev Fima | ) www.cnbc.com time to read: +18 min

All three major averages advanced for the week, powered by strong mega-cap earnings and favorable inflation data. Looking to next week, earnings season enters its second half with the last of our mega-caps — Apple (AAPL) and Amazon (AMZN) — set to report on Thursday. We'll get a better read on the employment picture on Wednesday with the ADP report and then, more importantly, on Friday's nonfarm payrolls report for July. Thursday after the close brings us to the main events of the week: Earnings from Apple and Amazon. For those looking to review first quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, that's, Stanley Black, Decker, Emerson, Bausch, Leggett, Platt, SIRI, Ares, COLM, PERI, Kraft Heinz, Phillips, Ferrari N.V, Johnson, Robinson, COOK, BUD, Kellogg, Papa, Pitney Bowes, Parker, Trimble, Ziff Davis, Nonfarm, Jim Cramer's, Jim Cramer, Jim, Apple Tim Cook, Kevin Dietsch Organizations: Nasdaq, Dow, Federal Reserve, Federal, ISM Manufacturing, Services PMI, Investors, Caterpillar, Devices, Starbucks, Natural Resources, AMD, Management, Emerson Electric and, Humana, Bausch Health, Apple, Microsoft, Resource Partners, AerCap Holdings, CNA Financial Corp, CNA, Apellis Pharmaceuticals, Bank, SJW, Hutchison China MediTech, Camtek Ltd, Silvercrest Asset Management, Loews Corp, Oxford Lane Capital Corp, Banco Santander, Silicom Ltd, SuperCom Ltd, Arista Networks, Avis Budget Group, Diamondback Energy, Lattice Semiconductor Corp, Republic Services, Yum China Holdings, Western Digital Corp, Power Systems, Tenet Healthcare Corp, Vornado Realty, BioMarin Pharmaceutical, PetMed, SBA Communications Corporation, Brixmor, Snack Foods Corp, Cushman & Wakefield, Sanmina Corporation, TFI, PMI, Cruise Line Holdings Ltd, Uber Technologies, Pfizer, Enterprise Products Partners, Merck, JetBlue Airways Corporation, Allegro MicroSystems, Altria, SunPower Corp, SiriusXM Holdings, Molson Coors Beverage, Marriott International, Toyota Motor Corp, BP, SYSCO Corp, Marathon Petroleum Corp, Ares Management, Equitrans Midstream Corporation, Game Technology, Illinois Tool, IDEXX Laboratories, Rockwell Automation, Packaging International Corp, Gartner, Zebra Technologies Corp, IQVIA Holdings, Oshkosh Corporation, Leidos Holdings, Eaton Corp, yte Corp, Lear Corp, Starbucks Corp, Devon Energy Corp, SolarEdge Technologies, Lumen Technologies, Virgin Galactic Holdings, Caesars Entertainment, VF Corp, Sciences Corp, Paycom, Vertex Pharmaceuticals, Suncor Energy, Holdings, Chesapeake Energy Corp, Boston Properties, American International Group, AIG, Allstate Corp, Aspen Technology, Electronic Arts, EA, Flowserve Corporation, Denny's, Corp, Prudential Financial, Store, Ternium S.A, Vimeo, Emerson, Lomb, CVS Health, Generac Holdings, Cameco Corp, Perion Network Ltd, Builders, Carlyle Group, Scorpio, Teva Pharmaceutical Industries, Ltd, Rithm Capital Corp, AeroSystems Holdings, Vertiv Holdings Co, Johnson Controls, CDW Corp, DuPont, Brands Holdings, Scotts Miracle, Gro, SMG, Brands, Allegheny Technologies, AmerisourceBergen Corporation, ABC, Real Estate Corporation, Adient plc, Editas, Garmin Ltd, WWE, Bunge Ltd, Criteo S.A, PayPal, QUALCOMM, Occidental Petroleum Corp, Apache Corp, Albemarle Corp, MGM Resorts International, MGM, Marathon Oil Corp, Joby Aviation, Industrial, CF Industries Holdings, Goodyear Tire &, Realty ome Corp, Metlife, Pacific Biosciences of, Rush Street Interactive, Zillow, JFrog Ltd, Herbalife Nutrition Ltd, Simon Property Group, McKesson Corp, Storage, Cerus Corporation, GXO Logistics, MAX Holdings, Health, Anheuser, Busch InBev, Warner Bros ., Cheniere Energy, ConocoPhillips, Hasbro, CIGNA Corp, Lantheus Holdings, Regeneron Pharmaceuticals, Fiverr International, Air Products & Chemicals, TopBuild Corp, EPAM Systems, Lightspeed Commerce, Aurinia Pharmaceuticals, Cummins, CMI, Slair Corporation, Starwood Property Trust, Vulcan, Alnylam Pharmaceuticals, New Energy Corp, Cedar Fair Entertainment, Intellia Therapeutics, Lending, Privia Health, Dickinson, Chimera Investment, CIM, Hyatt Hotels Corp, Lion Electric, LEV, Deluxe Corp, Murphy Oil Corp, PBF Energy, Papa John's, Targa Resources Corp, Wix.com Ltd, Apollo Global Management, LLC, Butterfly, Sempra Energy, Aptiv PLC, Brookfield Infrastructure Partners, Canada Goose Holdings, Hannifin Corporation, WESCO International, WCC, Arrow Electronics, Constellation Energy Group, Midstream Partners, Coinbase, Petroleo Brasileiro SA Petrobras, Gilead Sciences, Opendoor Technologies, Booking Holdings, Atlassian Corporation, International, Redfin Corporation, Motorola Solutions, Monster Beverage Corporation, Consolidated Edison, Rocket Companies, Apple Hospitality, Cirrus, Resources, Universal Display Corporation, Chesapeake Utilities Corp, Social, Defense, Security Solutions, Post Holdings, Tandem Diabetes Care, Nikola Corporation, Magna International, Dominion Energy, ACM Research, Frontier Communications, Brookfield Renewable Partners, inTEST Corporation, American Pipeline, TELUS International, XPO Logistics, Fluor Corp, Gray Television, Cboe, LyondellBasell Industries, Twist Bioscience, Global, Jim Cramer's Charitable, CNBC, Allen & Company Sun Valley, Getty Locations: U.S, China, India, Oxford, Chile, Illinois, Columbia, Pacific, Pacific Biosciences of California, Southern, PBI, Gilead, Sun Valley , Idaho

The deal to buy Collins' actuation and flights controls business marks the French engine and aircraft equipment maker's biggest acquisition since the 2018 purchase of seat maker Zodiac. "We are going to move towards more electrical actuation and flight controls," Safran's Chief Executive Officer Olivier Andries said. Collins Aerospace, part of U.S. aerospace and defence giant Raytheon Technologies, recently renamed RTX (RTX.N), said the sale would "optimize resources". Safran said its all-cash offer gave the business it is acquiring an enterprise value of $1.8 billion. Safran said Collins would remain a key customer for the business as a manufacturer of nacelles or engine housings for jetliners, making up 25% of the acquired activity's revenues.

Persons: France's Safran, SAF.PA, Collins, Olivier Andries, Safran, Andries, Pascal Bantegnie, Augustin Turpin, Tim Hepher, Jan Harvey, Jane Merriman, Elaine Hardcastle Organizations: Collins Aerospace, Raytheon Technologies, Airbus, Boeing, French Rafale, Parker Aerospace, Thomson Locations: U.S, Paris, American, Eaton, United States, Europe

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