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☆ Why we like this wait-and-see market — plus, our latest thinking on 3 portfolio names
▼ + stars: | 2024-07-23 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. One could say Wall Street is in wait-and-see mode ahead of earnings from the megacap tech stocks that start after the bell with Club holding Alphabet . 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, Dover, Baird, China –, Estee Lauder, Ike Perlmutter, Nelson Peltz, We're, Perlmutter, he's, Peltz, Jim Cramer's, Jim Organizations: CNBC, Marshall Excelsior Company, Clean Energy, Marshall Excelsior, Nike, Burberry, Richemont, Swatch, Disney, Street, Enphase, Texas Instruments, Chubb, Seagate, Vertiv, GE Vernova, Boston Scientific, Jim Cramer's Charitable Locations: Michigan, Dover, China, Europe, U.S, Japan, Asia, Enphase Energy

☆ Nantucket wind turbine failure was ‘highly unusual and rare.’ But it wasn’t the first
▼ + stars: | 2024-07-20 | by ( Ella Nilsen | ) edition.cnn.com time to read: +4 min

CNN —The massive offshore wind turbine blade that broke and spread fiberglass and foam debris across Nantucket beaches this week was one of several recent failures of blades made by GE Vernova – a top US wind turbine manufacturer. Several GE Vernova blades have broken on onshore and offshore turbines in Germany, Sweden, Lithuania and the United Kingdom in recent years. Broken wind turbines are “highly unusual and rare,” a GE Vernova representative told Nantucket residents and officials on Wednesday. WBZTown of Nantucket CurrentLast year, three GE Vernova blades broke at the Alfstedt-Ebersdorf onshore wind farm in Germany. The total number of broken turbine blades has been relatively low compared to the large number of blades manufactured each year.

Persons: it’s, Indra Mukherjee, ” Mukherjee, Mukherjee, Julia Pschribülla, Pschribülla, Brooke Mohr Organizations: CNN, GE Vernova, GE, Nantucket, Copenhagen Infrastructure Partners, P, WBZ, Energy Locations: Germany, Sweden, Lithuania, United Kingdom, Avangrid, Copenhagen, Nantucket, Massachusetts, East Coast

☆ Alphabet earnings and 3 more things we're watching in the stock market next week
▼ + stars: | 2024-07-20 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

But in general, this is the kind of development we've hoped to see ever since Starbucks' massive earnings miss April 30. We'll take the nearly 7% pop in shares Friday and hope it's only the beginning of recovery for the beaten-up stock. Fed's fave inflation measure : The personal spending and income report will be the most closely watched economic report next week. Earnings : As the second-quarter earnings season picks up pace, we'll hear from five Club holdings next week including Google parent Alphabet . Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Russell, Donald Trump, — Trump, Jim Cramer, Trump, Donald Trump's, Taiwan's TSMC, Joe Biden's, Biden, Biden's, he's, Elliott, we've, We'll, it's, we'll, Sartorius, Ford, Jim Farley, We're, Honeywell management's, —, Zions, BOK, Brown, BRO, Lockheed Martin, Philip Morris, Clark, Lamb, Edwards Lifesciences, DOV, Dr Pepper, CARR, Baker Hughes, Booz Allen Hamilton, Jim Cramer's, Jim Organizations: Federal Reserve, Nasdaq, Dow, Republican National Convention, GOP, Bloomberg Businessweek, Trump, Elliott Management, Starbucks, Street Journal, Technology, General Motors, Honeywell, Dover, Products Company, Verizon, Truist, SAP, Semiconductors, Crown Holdings, Cadence Design Systems, Medpace Holdings, AGNC Investment, Logitech International S.A, KKR Real Estate Finance Trust, Berkley Corp, Spotify Technology S.A, United Parcel Service, GE Aerospace, GE, Cola Company, Lockheed, Comcast, Polaris Industries, Philip Morris International, Company, HCA Healthcare, Moody's Corporation, Enphase Energy, Texas Instruments Incorporated, Chubb Corporation, Seagate Technology plc, Maine, Packaging Corporation of America, Weatherford International plc, Canadian National Railway Company, FTAI Aviation Ltd, Mattel, Vertiv Holdings Co, Lamb Weston Holdings, NextEra Energy, Tenet Healthcare, Fisher, GE Vernova, Boston Scientific Corporation, General Dynamics, Lennox International, Software Technologies, CME Group, Fortive Corporation, Co, Roper Technologies, Teck Resources Limited, Blackstone Mortgage Trust, Economico Mexicano S.A, Dominion Freight, Otis Worldwide Corporation, OTIS, Ford Motor Company, Grill, Business Machines, IBM, Viking Therapeutics, Las Vegas Sands Corp, Newmont, Whirlpool, Globe, WM, O'Reilly Automotive, Annaly Capital Management, Honeywell International, American Airlines Group, Hasbro, Southwest Airlines Co, New York Community Bancorp, RTX Corporation, AstraZeneca, Carrier Global Corporation, Integer Holdings Corporation, Valero Energy, Texas, Juniper Networks, Boston Beer Company, Physicians Realty Trust, Allison Transmission Holdings, Corp, Columbia Banking, Digital Realty Trust, Edison International, Myers Squibb, Charter Communications, 3M Company, Booz, Centene Corporation, AON, Barnes, Colgate, Palmolive, Jim Cramer's Charitable, CNBC, U.S Locations: U.S, Taiwan, FactSet, China, Dover, Cleveland, Alexandria, ZION, W.R, Freeport, Kimberly, Cal, Teck, Las, ORLY, New, Banc, Bristol, Milwaukee , Wisconsin

☆ Earnings plus key reports on economic growth and inflation put the consumer in focus next week
▼ + stars: | 2024-07-19 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

The consumer will be in focus next week as investors head into the thick of earnings season and await some major macroeconomic reports. So far, just 14% of S & P 500 companies have reported earnings results. As one strategist noted, Wall Street is about to get insight into the economy from more than half the broad market index. The thick of earnings Earnings season is off to a strong start. Credit card company Visa will be reporting next week after American Express' results this week suggested inflationary pressures have reached the higher-end consumer.

Persons: Russell, We're, Terry Sandven, Sherwin, Williams, Charles Ashley, Read, Ashley, We've, It's, Lockheed Martin, Kimberly, Clark, General, Philip Morris, Lamb Weston, Northrop, Rowe Price Organizations: Federal, Nvidia, U.S, Bank Asset Management, Nasdaq, Dow Jones, Whirlpool, Catalyst Funds, Visa, American Express, Google, Commerce, FactSet, Fed, Chicago, Verizon, Richmond Fed, Enphase Energy, Capital, Texas, Williams, Comcast, General Motors, United Parcel Service, Philip Morris International, GE Aerospace, PMI, O'Reilly, Grill, Business Machines, Vegas Sands, Ford Motor, Technology, NextEra Energy, GE, . Kansas City Fed Manufacturing, American Airlines, CBRE, Valero Energy, Hasbro, Tractor Supply, Northrop Grumman, Southwest Airlines, Honeywell International, Norfolk Southern, Rowe Price Group, Myers Squibb, Colgate, Palmolive Locations: —, Freeport, McMoRan, Vegas, . Kansas, Michigan, Bristol

☆ Solar stocks tumble as clean energy investors fear a Trump win — these companies are most exposed
▼ + stars: | 2024-07-19 | by ( Spencer Kimball | ) www.cnbc.com time to read: +4 min

This week, the benchmark Invesco Solar ETF (TAN) and the iShares Global Clean Energy ETF (ICLN) are down 6.2% and 4.6%, respectively. Residential solar stocks, including Enphase , Sunnova , Sunrun , SolarEdge and SunPower , would face a "severe impact" if Republicans successfully weaken or entirely repeal the IRA, according to Piper. The stock in the clean energy space with the least exposure to election risks is GE Vernova , according to a July slide deck from JPMorgan on clean energy. As a domestic manufacturer, First Solar potentially stands to benefit if the U.S. trade war with China intensifies under a Trump administration, according to Kallo. Though total IRA repeal may be unlikely, solar and clean energy stocks will "continue to be volatile until (and even after) the election due to headline risk," Kallo said.

Persons: Donald Trump, Joe Biden's, Biden, Piper Sandler, Wolfe, Piper, Enphase, SolarEdge, SunPower, Trump, Baird, Ben Kallo, Kallo Organizations: Republican Party, Democratic Party, Trump, Senate, Clean Energy, U.S, White House, Congress, Wolfe Research, Tax, Technologies, Republicans, GE Vernova, JPMorgan, GE, GOP, UBS, CNBC, Republican Locations: U.S, Ohio , Alabama, Louisiana, China

☆ 10 things to watch in the stock market Monday including a defense of Abbott Labs
▼ + stars: | 2024-07-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

My top 10 things to watch Monday, July 1 Stocks are indicated higher Monday following a slight decline last week. The top-performing Club stocks in the second quarter had one thing in common: the AI trade. Morgan Stanley hiked its price target on Nvidia to $144 from $116, citing strong demand for Hopper generation chips in Asia ahead of the launch of the company's next-generation Blackwell platform. Deutsche Bank upped its price target on Walmart to $77 a share from $71. UBS upgraded Birkenstock to a buy rating from neutral with a $85 price target, up from $52.

Persons: Morgan Stanley, Tesla, Wells, Abbott, We've, Bernstein, Vertiv, Raymond James, Goldman Sachs, Snowflake, Jim Cramer's, Jim Cramer, Jim Organizations: Treasury, Nvidia, Hopper, Blackwell, Boeing, Jefferies, Barclays, Abbott Laboratories, Analysts, Eaton, Caterpillar, Cummins, GE Vernova, Deutsche Bank, Walmart, Fox, UBS, Jim Cramer's Charitable, CNBC Locations: Asia, Snowflake

☆ GE Vernova CEO Scott Strazik: We can meet energy demands of AI
▼ + stars: | 2024-06-27 | 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 EmailGE Vernova CEO Scott Strazik: We can meet energy demands of AIGE Vernova CEO Scott Strazik joins CNBC's 'Squawk Box' from the Aspen Ideas Festival to discuss how the company powers AI, wind projects, and more. NBCUniversal News Group is the media partner of the Aspen Ideas Festival.

Persons: Scott Strazik Organizations: GE, Aspen Ideas, NBCUniversal

☆ Tuesday's rapid fire: GM, Shopify, Cleveland-Cliffs, GE Vernova and Celsius
▼ + stars: | 2024-06-11 | 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 EmailTuesday's rapid fire: GM, Shopify, Cleveland-Cliffs, GE Vernova and CelsiusJim Cramer looks at five stocks in the news outside the CNBC Investing Club portfolio.

Persons: Jim Cramer Organizations: GE Vernova, CNBC, Club Locations: Cleveland

☆ Jim Cramer says don't bet against Celsius or Shopify. He looks at 3 other stocks, too
▼ + stars: | 2024-06-11 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +1 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Jim Cramer has been calling for Ford, a CNBC Investing Club portfolio name, to do a buyback, too. But now that's reflected in the stock," Cramer said. Cramer said this research note was so negative that "I don't care that i[Cleveland-Cliffs] is down 28% for the year. "Gratuitous neutral," Cramer said.

Persons: Jim Cramer's, Jim Cramer, Ford, Cramer, Morgan Stanley, it's Organizations: CNBC, Club, General Motors, Ford, Shopify, JPMorgan, Cliffs, GE Vernova, Citi, Costco Locations: Cleveland

☆ Power stocks up, SaaS challenges and awaiting AI updates at Apple's big event
▼ + stars: | 2024-06-10 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Club stock Eaton traded more than 2% higher at one point Monday after pulling back more than 5% last week. 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, there's, We're, Jim, Salesforce, we'll, Jim Cramer's Organizations: CNBC, Nasdaq, Nvidia, Club, Dell Technologies, Micro, Dover Corp, Energy, Constellation Energy, GE Vernova, Justice, Developers, Apple, Vision, Jim Cramer's Charitable, Apple Inc Locations: United States, China, Cupertino , Calif

☆ Cramer's Lightning Round: DuPont is a buy
▼ + stars: | 2024-06-10 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Stock Chart Icon Stock chart icon Advanced Micro Devices' year-to-date stock performance. Stock Chart Icon Stock chart icon BWX Technologies' year-to-date stock performance. Stock Chart Icon Stock chart icon DuPont's year-to-date stock performance. Stock Chart Icon Stock chart icon Shopify's year-to-date stock performance. Stock Chart Icon Stock chart icon Post Holdings' year-to-date stock performance.

Persons: Lisa Su, I'm, Bloom, that's, Jim Cramer's Organizations: Devices, AMD, Technologies, BWX Technologies, GE Vernova, DuPont, Bloom Energy, GE, Holdings, Post Holdings

☆ Cramer's Lightning Round: 'Nothing there' with BlackBerry
▼ + stars: | 2024-06-07 | by ( Julie Coleman | ) www.cnbc.com time to read: 1 min

Stock Chart Icon Stock chart icon SLB's year-to-date stock performance. Stock Chart Icon Stock chart icon BlackBerry's year-to-date stock performance. Stock Chart Icon Stock chart icon AST SpaceMobile's year-to-date stock performance. Stock Chart Icon Stock chart icon BWX Technologies' year-to-date stock performance. BWX Technologies : "Interesting, but I'm going to have to give you GE Vernova.

Persons: Schlumberger's, I'm, it's Organizations: Technologies, BWX Technologies, GE

☆ Cramer's Lightning Round: PNC is a buy
▼ + stars: | 2024-06-05 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon PNC's year-to-date stock performance. [buy, buy, buy]." Stock Chart Icon Stock chart icon Core Scientific's year-to-date stock performance. Stock Chart Icon Stock chart icon MasTec's year-to-date stock performance. Stock Chart Icon Stock chart icon Workday's year-to-date stock performance.

Persons: I've Organizations: PNC, Energy Fuels, GE

☆ Cramer's Lightning Round: SoundHound is a sell
▼ + stars: | 2024-06-04 | by ( Julie Coleman | ) www.cnbc.com time to read: 1 min

Energy Transfer : "[buy, buy, buy!] Leonardo DRS : "It's real good, and you want to hold onto that." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter. Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market. Disclaimer The CNBC Investing Club Charitable Trust holds shares of Coterra and Nvidia.

Persons: You've, Leonardo, Jim Cramer's Organizations: Obsidian Energy, Nvidia, Zim Integrated Shipping Services, GE, AES, CNBC, Club, Club Charitable Trust Locations: Coterra

☆ Lightning Round: Hold on to Leonardo DRS, says Jim Cramer
▼ + stars: | 2024-06-04 | by ( Jim Cramer | ) 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 EmailLightning Round: Hold on to Leonardo DRS, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Obsidian Energy, Energy Transfer, Super Micro Computers, SoundHound AI, ZIM, GE Vernova, Leonardo DRS, and AES.

Persons: DRS, Jim Cramer, GE Vernova, Leonardo Organizations: Obsidian Energy, Energy, Micro Computers, GE, Leonardo DRS, AES

☆ GE-spinoff GE Vernova is gaining momentum on three key energy transition themes
▼ + stars: | 2024-05-30 | by ( Spencer Kimball | ) www.cnbc.com time to read: +3 min

GE Vernova is gaining momentum a month after launching as a standalone company, wielding assets that analysts say put the General Electric spinoff in prime position to benefit from the energy transition. GEV 1M mountain GE Vernova, 1 month "Through its robust portfolio of equipment and service offerings, we believe GE Vernova is in prime position to benefit from the 'Energy Transition Trifecta,'" Morgan Stanley analysts Andrew Percoco and Asmita Baskar told clients in a research note this month. Gas is the "bread and butter" of GE Vernova's business, said Maheep Mandloi, director of clean energy research at Mizuho Securities. There is an expectation that increased utilization of gas assets due to rising power demand will benefit GE Vernova's services business, Mandloi said. GE Vernova has reaffirmed its 2024 guidance of $34 billion to $35 billion in revenue.

Persons: Morgan Stanley, Andrew Percoco, Asmita Baskar, Goldman Sachs, Maheep Mandloi, GE Vernova, Scott Strazik, Mandloi, Mizuho, Baskar Organizations: GE Vernova, General Electric, GE, New York Stock Exchange, Investors, Mizuho Securities

☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Ford, Super Micro, Wendy's, Hasbro, Take-Two, Wynn & more
▼ + stars: | 2024-05-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Bank of America reiterates Nvidia as buy Bank of America raised its price target on the stock to $1,320 per share from $1,100 following earnings. Deutsche Bank initiates Freshpet a buy Deutsche said it sees "multiple structural tailwinds" for shares of the pet food and health company. Deutsche Bank initiates BellRing Brands as buy Deutsche said it sees a long runway for growth for the food company. " Deutsche Bank initiates Legend Biotech as buy Deutsche said it's bullish on the biotech company's multiple myeloma drug Carvykti. Bank of America reiterates Super Micro Computer as buy Bank of America said Nvidia's earnings report on Wednesday bode well for companies like Super Micro.

Persons: Bernstein, Ford, Morgan Stanley downgrades NetEase, Morgan Stanley, Evercore, BRBR, Wedbush, Jefferies, GDRX, Oppenheimer, Armour, Kevin, Dell, Chubb, Stephens, FHN, Tesla, Argus, it's bullish, bode Organizations: " Bank of America, Nvidia, Bank of America, Deutsche Bank, Deutsche, BellRing Brands, JPMorgan, Hasbro, RBC, Norfolk Southern, NSC, GE Vernova, GE, UBS, Eastman Chemical, Eastman, SAP, underperform Bank of America, Berkshire Hathaway's, of America, Rockstar Games, NextEra Energy Partners, Argus, Wynn, Biotech, Computer Locations: U.S, China, Berkshire, Macau, Las Vegas, 2H24

☆ AI demand will push the power grid to the brink. Morgan Stanley says these stocks could benefit
▼ + stars: | 2024-05-21 | by ( Spencer Kimball | ) www.cnbc.com time to read: +1 min

Companies that manufacture small, quickly deployable natural gas turbines and generators are poised to benefit as surging electricity demand from data centers creates major delays in adding new capacity to the power grid, according to Morgan Stanley. "We believe this greater appreciation for the current grid connectivity challenges will heighten investor interest in/focus on emerging 'time to power' solutions," the analysts told clients. Power projects waiting for connection to the Lone Star state's grid have surged from 17 gigawatts to about 40 gigawatts in less than two years, according to the analysts. There is also an extensive wait time for diesel-powered, backup generators for new data center projects, according to Morgan Stanley. Companies such as Cummins and Caterpillar are also poised to benefit because they manufacture natural gas-powered generators that provide backup power onsite, according to Morgan Stanley.

Persons: Morgan Stanley, Cummins Organizations: Lone Star, GE Vernova, Siemens Energy, Cummins, Caterpillar, GE Locations: U.S, Texas

☆ Here's the moment Nvidia became the AI king and what it must do this week to keep the throne
▼ + stars: | 2024-05-19 | by ( Jim Cramer | ) www.cnbc.com time to read: +11 min

No one is laughing about Jayshree's company, either, as her white box solutions are beating Cisco Systems when it comes to the internet plumbing that connect Nvidia chips to the Titans. Last year at this time, Nvidia snuck into the U.S. trillion-dollar market cap club, with that May quarter. What does Nvidia really have to do then for an encore? Now we are getting into what Jensen does to beat expectations. Tall order, but Nvidia is a company that's beaten tall orders routinely we just didn't really know it until last May.

Persons: Jensen Huang, Jensen, Claude, let's, Blackwell, Andy Grove, Intel's, doesn't, — Jensen, Collette Kress, Mills, Eli Lilly, Jim Cramer's, Jim Cramer, Jim, Josh Edelson Organizations: Nvidia, Titans, Arista Networks, Microsoft, Meta, Cisco Systems, Google, Apple, Devices, Intel, Merck, Keytruda, Vision, AMD, Grove, Union Pacific, Club, GE, Jim Cramer's Charitable, CNBC, SAP Center, Afp, Getty Locations: San Jose , California

☆ Stephen Mandel’s Lone Pine Capital reveals new stakes in AI-related power producers
▼ + stars: | 2024-05-17 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Lone Pine Capital made new bets on some high-performing power producers and one big streaming company in the first quarter, a new Securities and Exchange Commission filing shows. Lone Pine, founded by Stephen Mandel in 1997, added a $446.7 million position in Vistra Corp. and a $161.9 million stake in Constellation Energy in the first quarter. Lone Pine also added new positions in drug and medical supplies distributor McKesson and mobile tech company AppLovin , worth about $368 million and $300 million, respectively. The new additions came as Lone Pine significantly cut its holdings in three big tech companies: Meta Platforms, Taiwan Semiconductor and Amazon . Microsoft is Lone Pine's third-largest position, trailing Taiwan Semiconductor, which Lone Pine reduced by 11%.

Persons: Lone Pine, Stephen Mandel, Mandel, Mark Zuckerberg, Philip Morris, Julian Robertson Organizations: Lone Pine Capital, Securities and Exchange Commission, Vistra Corp, Constellation Energy, Constellation, Taiwan Semiconductor, Microsoft, Meta, Philip Morris International, UnitedHealth Group, GE Aerospace, GE, Cubs Locations: Lone, Vistra, U.S, Greenwich , Connecticut, Meta

☆ D1 Capital hikes its bet on this entertainment stock by more than 400%, shifts Big Tech holdings
▼ + stars: | 2024-05-17 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Dan Sundheim's D1 Capital Partners raised its stake by more than 400% in a live entertainment stock during the first quarter, while reallocating funds across major technology winners. Keeping with the entertainment theme, Sundheim also opened a fresh $151 million position in music streamer Spotify Technology . Meta was the firm's fourth-largest position, totaling $382 million at the end of the period, despite a 37% cut. The hedge fund amassed a fresh $218 million stake in Pfizer during the period, making it the firm's 10 largest holding. D1 Capital also opened a position in UnitedHealth , while trimming Elevance Health and diabetes and medical device maker Insulet .

Persons: Dan Sundheim's, Sundheim, Meta, Philip Morris Organizations: Capital Partners, Entertainment, Spotify, Big Tech, Microsoft, Meta, Philip Morris International, Pfizer, D1, GE Vernova, Royal, Mastercard, Visa Locations: UnitedHealth, Royal Caribbean

☆ Cramer's Lightning Round: ServiceNow is a buy
▼ + stars: | 2024-05-15 | by ( Julie Coleman | ) www.cnbc.com time to read: 1 min

Stock Chart Icon Stock chart icon Matterport's year-to-date stock performance. Let's leave it behind..."Stock Chart Icon Stock chart icon Safehold's year-to-date stock performance. Stock Chart Icon Stock chart icon ServiceNow's year-to-date stock performance. Stock Chart Icon Stock chart icon Oklo's year-to-date stock performance. Stock Chart Icon Stock chart icon Canopy Growth's year-to-date stock performance.

Organizations: GE Vernova

☆ AI needs to keep cool—literally. That's driving demand for these infrastructure companies
▼ + stars: | 2024-05-08 | by ( Seema Mody | ) www.cnbc.com time to read: +2 min

The advent of artificial intelligence has sent demand for data centers skyrocketing, along with industrial components to keep all the AI chips from overheating. "The key for chipmakers with AI ambitions is keeping data centers cool," Melius Research analyst Jake Levinson told CNBC. Levinson said cooling technologies manufacturers Carrier Global , Trane Technologies and Johnson Controls are all seeing higher demand for HVACs. Then there are the companies that create the infrastructure used to regulate temperature – from Parker-Hannafin's fluid connectors to Dover's industrial-style pumps used in liquid cooling. "We're having to challenge ourselves and how we support that capacity growth," CEO Scott Strazik told CNBC after the company posted first-quarter earnings last month.

Persons: Jake Levinson, Levinson, DOV, Stephen Volkmann, Volkmann, Scott Strazik, He's, I've, we've Organizations: CNBC, Carrier Global, Trane Technologies, Johnson, Jefferies, Caterpillar, Cummins, GE Vernova, GE Locations: Parker

☆ Stock spinoffs are one of the hottest trades going this year. How to participate
▼ + stars: | 2024-05-07 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Other opportunities for investors to participate in spinoffs will be coming soon. If a company spins off a company in a different sector, the new stock tends to outperform because it's likely undervalued. Winners and upcoming beneficiaries Roth MKM also recently highlighted spinoff stocks' outperformance over the past year. GE Vernova is one of its current favorite spinoff stocks — which the company said to "buy buy buy." Industrial company Esab , a Swedish-American company that makes welding and cutting equipment, is another spinoff beneficiary, according to Roth MKM.

Persons: Morgan Stanley, Todd Castagno, Wolfe, Roth MKM, Roth, Esab, Sylvamo, JC O'Hara, Baxter, Edwards Lifesciences, Edwards, — CNBC's Michael Bloom Organizations: General Electric, GE Vernova, Wolfe Research, Baxter International, Unilever Locations: Swedish, American, Enovis, Memphis, Latin America, Veralto

☆ Power demand from data centers is expected to boom by 160% into 2030, boosting electricity needs at a rate unseen in a century. These 16 buy-rated stocks are set to benefit, according to Goldman Sachs
▼ + stars: | 2024-05-05 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

According to an April 28 report from Goldman Sachs, the demand for power from AI data centers is expected to increase by 160% between 2023 and 2030. The report states that the rate of demand growth expected in the next five years has not been witnessed since the beginning of the century. AdvertisementFluence Energy (FLNC) provides clean energy storage that can serve as a power supply backup source if data centers experience outages. NextEra Energy (NEE) is a US energy company already providing power to data centers and demand from its electricity supply is expected to grow. nVent Electric (NVT) is an electrical parts supplier that provides liquid cooling, enclosures, power distribution, and cable management for data centers.

Persons: —, Goldman Sachs, Goldman, it's, Kinder Morgan Organizations: Service, Real, Business, Microsoft, Fluence, Google, GE, NextEra Energy, Co, Georgia Power, Xcel Energy, Cameco Corporation, EQT Corp, Caterpillar, Eaton Corporation, MYR Locations: US, Canadian

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