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☆ Jim Cramer says he likes Microsoft stock despite an analyst downgrade. Here's why
▼ + stars: | 2024-10-08 | by ( Paulina Likos | ) 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the 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, he's, Banks, Wells, Wolfe, That's, Jim, Oppenheimer, they're, They're, we've, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Nvidia, Apple, Procter & Gamble, Federal Reserve, Wolfe Research, Microsoft, Analysts, PepsiCo, Holdings, Otis Worldwide, Qualcomm, Disney

☆ Bad call from Wall Street analysts on DuPont stock may be good news for investors
▼ + stars: | 2024-10-07 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

Wall Street analysts made the wrong call on DuPont, but it may be welcome news for investors looking to buy the stock. DuPont stock, trading around $85 per share Monday, would have to fall at least another 6% to below $80 to interest us. "This stock could have a very good run into 2025 as it becomes clear that the three segments are worth far more than the current price," Jim said. 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, Jim, Jeff Marks, Jeff, Jim Cramer's, Dupont Organizations: DuPont, Monday, Barclays, Club, CNBC, Getty Locations: Wilmington , Delaware

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, Netflix, Campbell Soup, Gilead, American Express & more
▼ + stars: | 2024-10-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Wells Fargo upgrades Gilead to overweight from equal weight Wells says the biopharma company has an attractive setup. Wells Fargo upgrades Canadian National to overweight from equal weight Wells says it sees "accelerating growth" for the railway company. Barclays downgrades Netflix to underweight from equal weight Barclay says the "growth algorithm is getting more complex." Wells Fargo downgrades Amazon to equal weight from overweight Wells says the "positive revision story [is] on pause for Amazon. JPMorgan upgrades Ally Financial to overweight from neutral and downgrades American Express to neutral from overweight JPMorgan downgraded American Express and says it sees "asymmetric risk."

Persons: Jefferies, Wells, Morgan Stanley, it's bullish, Barclay, NFLX, Piper Sandler, Piper, Mizuho, JPMorgan downgrades Lamb Weston, JPMorgan, downgrades Sherwin, Williams, KeyBanc, Bernstein, Campbell, underperform Bernstein, Coupang, CPNG, Barclays downgrades, Avery Dennison, Garmin, Hershey Organizations: Apple, Apple Intelligence LT, UW, Vertiv Holdings, Coty, Barclays, Netflix, MKSI, Mizuho, JPMorgan, Deutsche Bank, Alliance, Deutsche, UBS, NXP, Express, American Express, Barclays downgrades DuPont, DuPont, Bank of America downgrades Constellation Brands, Bank of America, Constellation Brands, Bank of America downgrades Comerica, of America, CMA, Air Products, Hershey Locations: OW, Gilead, Canada, underperform

☆ Dollar on a roll after U.S. jobs data and Middle East flare-up
▼ + stars: | 2024-10-07 | by ( ) www.cnbc.com time to read: +3 min

Bank notes of the Chinese yuan, Japanese yen and the U.S. dollar. Japan's yen fell to its lowest in nearly two months and other major currencies too were grappling with losses early on Monday as the dollar extended a rally sparked by Friday's strong U.S. jobs data and an escalation in the Middle East conflict. But that came on top of a more than 4% decline last week, its biggest weekly percentage decline since early 2009. Yields dipped early last week when investors bought safe-haven Treasuries after Iran launched more than 180 missiles against Israel in escalating geopolitical tensions. Market expectations have swung to the extreme for the Federal Reserve to do just a 25 bps cut in November, rather than 50 bps, following the jobs data.

Persons: Friday's, Chris Weston, haven't, Brent, underperformance, Shigeru Ishiba, Sterling, Huw Pill, Andrew Bailey, BoE Organizations: U.S ., Federal, U.S, Treasuries, Federal Reserve, Bank of England Locations: China, East, Israel, Lebanon, Gaza, Iran, Japan

☆ Inflation, earnings and AI are the three market drivers we're watching this week
▼ + stars: | 2024-10-06 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Friday's rally on a strong jobs report gained momentum into the close and pushed the stock market into the green for the week. Inflation data: The September consumer price index (CPI) report is out Thursday. The September producer price index (PPI) is out Friday. Jim said last week that investors who don't own AMD shares should buy some ahead of CEO Lisa Su's presentation. ET: Consumer price index 12 p.m.

Persons: we'll, Jim Cramer, Friday's, Matthew Graham, Israel, Joe Biden, Wells, Jim, we're, We're, Morgan Stanley, Lisa Su's, Su, Jim Cramer's, Michael M Organizations: Dow, Nasdaq, Federal, Mortgage News, Mortgage News Daily, CNBC, Devices, PPI, Bank, Nvidia, SOXX Semiconductor, PepsiCo, Delta Air Lines, DAL, JPMorgan, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: U.S, Iran, Israel, Wells Fargo, BlackRock, New York City

☆ An analyst upgraded Morgan Stanley to a buy. Why we're not ready to follow suit
▼ + stars: | 2024-10-05 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Dealmaking activity has picked up, but it's not been enough to fully unlock Morgan Stanley shares. Morgan Stanley ended Friday within a dollar of its all-time closing high of $108.73 reached back in February 2022. Friday's positive developments are welcome news – but not enough to add clarity on our path forward for Morgan Stanley. For the time being, the Club is taking a wait-and-see approach with Morgan Stanley stock. If there is a surge in IPO and M & A activity that HSBC forecasted, Morgan Stanley is well-positioned to benefit.

Persons: Morgan Stanley, Jim Cramer, Morgan Stanley's, Jim, Goldman Sachs, it's, Wells, We're, Morgan, Banks, Dan Simkowitz, Jim Cramer's, Bing Guan Organizations: HSBC, KBW, CNBC, Bloomberg, Getty

☆ Watch CNBC's full interview with Man Group CEO Robyn Grew
▼ + stars: | 2024-10-04 | 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 Man Group CEO Robyn GrewRobyn Grew, the CEO of the largest publicly traded hedge fund, says hedge funds are 'more relevant than ever,' even as the industry suffers from outflows and underperformance. For its part, Man Group, in the most-recent quarter, reversed two quarters of outflows and drove assets under management to a record $178 billion. In her first CNBC interview, marking her one year as CEO, Grew said that the need for hedge funds is even greater as interest rates remain high, despite recent cuts, because passive investing is "not as reliable as it was before."

Persons: Robyn Grew Robyn Grew, Grew Organizations: Man, CNBC Locations: outflows

☆ This unique medical device stock is poised to pop more than 20%, Goldman Sachs says
▼ + stars: | 2024-10-04 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Goldman Sachs says a period of underperformance for LivaNova stock could be ending and see shares gain more than 20%. Roman initiated coverage of the medical device stock with a buy rating and a $65 per share price target. Shares have advanced roughly 3% in 2024, significantly underperforming the S & P 500's nearly 20% gain. Roman ties the underperformance to "strategic shifts in the business and pipeline setbacks" for much of the year which also pressured LivaNova's earnings. LIVN YTD mountain LivaNova stock.

Persons: Goldman Sachs, David Roman, LivaNova

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nike, Meta, Alphabet, Rio Tinto & more
▼ + stars: | 2024-10-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan upgrades Parr Pacific to overweight from neutral JPMorgan said the gas exploration and production company has overcorrected. JPMorgan downgrades MercadoLibre to neutral from overweight JPMorgan downgraded the online Latin American marketplace mainly due to valuation. Wells Fargo reiterates Meta as overweight Wells Fargo raised its price target on Meta to $652 per share from $647. JPMorgan upgrades SAIC to overweight from neutral The firm says it sees "profitable growth" for the IT company. Berenberg upgrades Rio Tinto to buy from hold Berenberg says the metals and mining company is a "medium-term diversified winner."

Persons: Roth, DA Davidson, Davidson, PARR, Wolfe, Raymond James downgrades, Raymond James, Guggenheim, Mizuho, it's bullish, tailwinds, Wells, Wells Fargo, Canaccord, Tesla, Berenberg, Baird downgrades Harley, Baird, Harley, Gordon, FANG, Bernstein Organizations: Iren Energy, Industries, JPMorgan, Parr, Northland, TAM, Raymond James downgrades GE, GE, Deutsche Bank, Nike, Absci Corporation, Mizuho, Kodiak, Kodiak Gas Services, Meta, SAIC, IT, Tesla, Mobile, T Bank, Buffalo, Rio Tinto, BHP, Home Depot, Barclays, Diamondback Energy, Nvidia, Apple Locations: OW, Asia, Vegas, Northland, Salesforce, Rio, American

☆ What a resurgence in Wall Street dealmaking means for Morgan Stanley and Wells Fargo
▼ + stars: | 2024-10-02 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

Great news for Club stocks Wells Fargo and Morgan Stanley : The rebound in investment banking isn't over yet. We'll find out to what extent when Wells Fargo reports earnings on Oct. 11 and Morgan Stanley delivers quarterly results on Oct. 16. MS YTD mountain Morgan Stanley (MS) year-to-date performance For Morgan Stanley, a resurgence in its investment banking division is crucial to our investment thesis and why we stuck with it. WFC YTD mountain Wells Fargo (WFC) year-to-date Morgan Stanley's IB business is much larger than Wells Fargo's. Wells Fargo, which has a strong wealth management franchise, is branching out to take a slice of the IB pie.

Persons: Morgan Stanley, We'll, Wells, Jerome Powell, Powell, Rebecca Brokmeier, Brokmeier, Morgan, Jim Cramer, Goldman Sachs, underperformance, Dan Simkowitz, Jim, We've, Charlie Scharf, Jim Cramer's, William McChesney Martin Jr, Anna Moneymaker Organizations: Club, Wells, Federal Reserve, Wall, P Global Market Intelligence, KPMG, Global, Fed, National Association for Business, CNBC, Morgan Stanley's IB, IB, Bloomberg News, Federal, Getty Locations: U.S, Nashville , Tennessee, Wells, Wells Fargo, Washington , DC

☆ UK's JD Sports shrugs off Nike woes with multi-brand approach
▼ + stars: | 2024-10-02 | by ( ) www.cnbc.com time to read: +2 min

(photo by John Keeble/Getty Images)British sportswear retailer JD Sports Fashion is confident it will meet annual profit forecasts after its multi-brand strategy boosted half-year results even as Nike, which accounts for 45% of its sales, struggles. Nike on Tuesday posted disappointing quarterly sales growth and warned its holiday season would likely be filled with discounts. Worries over Nike hit shares in JD Sports in early deals. In the 26 weeks to Aug. 3, JD posted adjusted pretax profit of 405.6 million pounds ($538.8 million), beating analysts' expectations of 384 million pounds. For the full financial year, JD reiterated its guidance for profit of between 955 million pounds and 1.035 billion pounds, up from 917.2 million pounds in 2023/24.

Persons: John Keeble, Nike's underperformance, Regis Schultz, Elliott Hill, JD Organizations: Sports, Oxford Street, Getty, JD, Nike, Adidas, JD Sports Locations: ENGLAND, London, England, British, HOKA, Britain, Europe, United States

☆ Morgan Stanley believes shares of this airline are cheap and due for 50% comeback
▼ + stars: | 2024-10-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

It's only up from here for Latam Airlines Group , according to Morgan Stanley. Shares of Latam Airlines relisted on the New York Stock Exchange in July, after the company filed for bankruptcy in 2020. LTM YTD mountain LTM YTD chart However, Spiess believes that Latam Airlines' valuation still offers a steep discount, which the analyst said was "unwarranted." Meanwhile, the analyst noted that Latam Airlines offers "unparalleled connectivity" as the largest full service carrier in South America, which is still somewhat under-penetrated. These routes, where Latam Airlines has a market monopoly, are likely among the company's most profitable.

Persons: It's, Morgan Stanley, Jens Spiess, Spiess, LTM Organizations: Latam Airlines Group, Latam, New York Stock Exchange, Latam Airlines Locations: U.S, South America

☆ GE Healthcare has been an under-the-radar winner — and a new catalyst just arrived
▼ + stars: | 2024-09-30 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Wall Street currently sees GE Healthcare earning $6.72 per share in 2028, according to FactSet, up from $4.25 projected this year. GE Healthcare has been a stock we've been battling since its steep slide during the second quarter. That dynamic — coupled with the positive China stimulus announcements in recent days — turned GE Healthcare into one of our top-performing stocks in the third quarter . A PET scan using Flyrcado has better diagnostic efficacy than SPECT scans, according to GE Healthcare. GE Healthcare may also see a recovery in its China business due to the roll out of medical-focused stimulus spending .

Persons: Wells, Flyrcado —, Wells Fargo, Flyrcado, FactSet, Jim Cramer, —, Jim, Leqembi, Eli Lilly, Stifel, Jim Cramer's, Yi Haifei Organizations: GE Healthcare, GE, Food and Drug Administration, Wall, FDA, Federal, Club, CDC, Management, CNBC, Fair for Trade, Services, China National Convention Center, China News Service, Getty Locations: China, U.S, Beijing

☆ Here are Monday's biggest analyst calls: Nvidia, Amazon, Tesla, Meta, Disney, Apple, Uber, JPMorgan Chase & more
▼ + stars: | 2024-09-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Morgan Stanley upgrades Blackline to overweight from equal weight Morgan Stanley said the software company is undervalued. Morgan Stanley upgrades US Bancorp to overweight from equal weight Morgan Stanley said U.S. Bancorp is well-positioned going forward. Barclays reiterates Tesla as equal weight Barclays says it's not sure the EV maker's upcoming robotaxi day will be a game changer. Morgan Stanley reiterates Apple as overweight Morgan Stanley says the iPhone 16 cycle remains "unchanged" for now for Apple. Morgan Stanley downgrades JPMorgan to equal weight from overweight Morgan Stanley sees better value elsewhere than shares of JPMorgan.

Persons: Wolfe, Hess, Brent, Morgan Stanley, reprice, Cantor Fitzgerald, Cantor, Tesla, it's, Uber, Apple, Goldman Sachs, Goldman, JPMorgan, Piper Sandler, Piper, Forman, Gamble, TD Cowen Organizations: Chevron, Bancorp, U.S, MU, Autodesk, Barclays, Citi, Meta, Apple, Pro, Westlake, Resources, JPMorgan, DIS, Brown, Barclays downgrades Procter, Accenture, UBS, Brookfield, Partners Locations: AVGO, ASML, TER, OW, 4Q24

☆ A china stock poised for a breakout amid this stimulus rally, according to the charts
▼ + stars: | 2024-09-26 | by ( ) www.cnbc.com time to read: +4 min

The Chinese central bank unrolled the most significant stimulus program since the COVID-19 pandemic and Chinese equities are starting to show signs that the long history of underperformance relative to western equities could possibly be on borrowed time. The name that has already demonstrated leadership that we want to focus on should this move into Chinese names continues is Tencent Holdings (TCEHY) . Before we get further into the company specifics it's important to reiterate that Chinese equities have under-performed U.S. equities since 2007. The goal of the program according to Chinese officials is to return the economy to a 5% growth rate. Turning to the focus company Tencent Holdings (TCHEY) is a multinational technology conglomerate listed on the Hong Kong exchange since 2004.

Persons: TCHEY, Todd Gordon, Gordon Organizations: Tencent Holdings, People's Bank of China, Hong, Inside Edge, CNBC, NBC UNIVERSAL Locations: China, Hong Kong

☆ Three stocks are getting dropped from the S&P 500. This ETF sees them as rebound candidates
▼ + stars: | 2024-09-21 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

"That's what gets them to a market cap big enough to be of interest. The resulting portfolio is effectively a small cap value fund with upside. Illiquid deletions "Deletions tend to be thinly traded, small cap, illiquid. To be sure, the strategy doesn't work for every stock that falls out of a large cap index. That's roughly the picture we have for deletions," Arnott said.

Persons: Rob Arnott, Stocks, they've, Arnott, Russell, NIXT Organizations: Airlines, Rad Laboratories, Research, American Airlines, Architects

☆ Here are Friday's biggest analyst calls: Apple, Tesla, Sunrun, FedEx, Reddit, Amazon, Nio, Capital One, Nike & more
▼ + stars: | 2024-09-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley upgrades Centessa Pharmaceuticals, to overweight from equal weight Morgan Stanley said in its upgrade of Centessa that it's bullish on the biopharma company's narcolepsy treatment. Morgan Stanley downgrades Pepsi to equal weight from overweight Morgan Stanley said it sees "topline softness." Morgan Stanley names Nio a research catalyst idea Morgan Stanley said it's bullish on Nio after the China electric vehicle company debuted its latest model, the L60. Morgan Stanley downgrades FedEx to underweight to from equal weight Morgan Stanley downgraded FedEx following its disappointing earnings report on Thursday. Morgan Stanley reiterates Sunrun as overweight Morgan Stanley said the solar company has more room to run and that it's long term bullish on the company's partnership with Costco.

Persons: Jefferies, Morgan Stanley, Morgan Stanley downgrades Pepsi, Key, it's bullish, Riley, Reddit, Nio, it's, Bernstein downgrades Darden, Bernstein, Olive, DRI, Morgan Stanley downgrades ASML, Wells, Susquehanna, Evercore, Sunrun, Tesla, Mercado Organizations: Duke Energy, Centessa Pharmaceuticals, Amkor, China, UBS, Apple, RBC, FedEx, Deutsche Bank, American Airlines Deutsche, Susquehanna, Darden, Costco, Bank of America, Citi, Nike, Mercado Libre, Clearway Energy Locations: Nio, tailwinds, Olive, Argentina

☆ It's a tough time in retail — and CEO heads keep rolling
▼ + stars: | 2024-09-20 | by ( Mary Hanbury | ) www.businessinsider.com time to read: +1 min

More retail bosses have walked the plank post-pandemic, with boards demanding better performance. Being CEO of a retail company is not an easy job right now. Go to newsletter preferences Thanks for signing up! download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementJohn Donahoe is the latest retail CEO to hit the chopping block.

Persons: —, John Donahoe, Elliott Hill, Neil Saunders Organizations: Nike, Service, GlobalData Retail, Business

☆ Apple could fall to $200 on iPhone worries and that's when you buy, says Morgan Stanley
▼ + stars: | 2024-09-18 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

Concerns about iPhone 16 lead times could send Apple shares lower in the near term, according to Morgan Stanley. This has led to the stock underperforming by an average of five points in the three months following an iPhone launch. "What will matter most over the next 10 days is the trajectory of iPhone 16 lead times, as historically iPhone lead times elongate through the first in-store availability date (Friday, September 20th) before gradually trending lower in the weeks thereafter," the analyst wrote in a Wednesday note to clients. "Therefore, a more sustained elongation in iPhone 16 lead times from today should be viewed positively, while a sharp reversal in iPhone 16 lead times after Friday would likely indicate a greater risk of negative iPhone build revisions." With 48 analysts covering the stock, 36 of them have a strong buy or buy rating, while 11 are neutral.

Persons: Morgan Stanley, Erik Woodring, Woodring, Wall Organizations: Apple

☆ Here's what Morgan Stanley, Wells Fargo stand to gain from lower interest rates
▼ + stars: | 2024-09-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

The Club has stayed with Morgan Stanley on expectations that its investment banking outfit will flourish again. At Wells Fargo , the Club's other financial name, lower rates should help its burgeoning investment banking business. Wells Fargo shares year-to-date have performed better than Morgan Stanley, gaining 11%. WFC YTD mountain Wells Fargo (WFC) year-to-date performance The Corporate and Investment Banking division makes up 23% of overall revenue. To be sure, Wells Fargo management said during July's second-quarter earnings call that the bank will continue to de-risk its office portfolio.

Persons: Banks, Erica Groshen, Morgan Stanley, Morgan, Jim Cramer, Jim, Goldman Sachs, Charlie Scharf, Wells, July's, Jim Cramer's, Jerome Powell, William McChesney Martin, Chip Somodevilla Organizations: Federal Reserve, New York Fed, CNBC, Cornell University, Fed, Investment, Morgan Stanley's Institutional Securities, Morgan Stanley's, Wells, Investment Banking, CIB, Federal Reserve Bank, Getty Locations: Wells Fargo, Wells, Washington ,

☆ Citi shakes up leadership after $136 million in fines for data quality issues. A memo to employees breaks down what you need to know.
▼ + stars: | 2024-09-16 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +4 min

In July, regulators fined the bank $136 million for failing to fix its data quality issues quickly enough. "Data and technology are intrinsically linked and the maturity and sustainability of our Data Transformation plan require that we leverage technology more," the memo reads. AdvertisementCiti is also appointing a new leader to run its Chief Data Office: Ashutosh Nawani, who previously led enterprise risk management. Nawani will report to Ryan and serve as head of enterprise data office and data transformation. Mehta became chief data officer the following month.

Persons: —, Tim Ryan, Anand Selva, Ryan, we've, Selva, We've, Ashutosh Nawani, Nawani, Japan Mehta, Jane Fraser, Kathleen Martin, Martin, Mehta Organizations: Service, Citigroup, Citi, Business, PricewaterhouseCoopers, Revlon, Data, PwC, OCC Locations: London, Japan, India, Asia, Singapore, New York, Selva

☆ The stock market risks keeping Wall Street's biggest bulls up at night
▼ + stars: | 2024-09-14 | by ( Matthew Fox | ) www.businessinsider.com time to read: +6 min

The bulls on Wall Street have been largely right about the stock market over the past two years. Business Insider asked three bullish stock strategists what they consider the biggest risks. Yet, those economists have been largely wrong about what could sink the stock market and economy. "In May/June, when you had a lot of bears or those that had been late to jump on the bull parade all of a sudden switch their forecasts and kind of chase markets up, which is pretty, I mean pretty, pretty, pretty classic," Belski told Business Insider. The second risk is, similar to Belski's concern, a 1990's type melt-up in the stock market.

Persons: —, Brian Belski, Belski, Yardeni Research's Eric Wallerstein Eric Wallerstein, Wallerstein, that's, Carson, Sonu Varghese Sonu Varghese, Varghese Organizations: Business, Service, BMO, Nvidia, Yardeni Research, Carson Group, Federal Locations: Russia, Ukraine, China, Taiwan

☆ Goldman Sachs loves these 4 top European stocks — giving one 110% upside
▼ + stars: | 2024-09-13 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Four U.K.-listed stocks — one of which was given 110% upside — are among Goldman Sachs' European conviction list. While the S & P 500 fell by 5.85% in the first week of August, the FTSE 100, an index of the 100 largest London-listed stocks, outperformed by falling by only 2.4%. .FTSE .SPX 5Y line The investment bank said the FTSE 100 "can also provide good diversification from the concentrated and Tech-heavy S & P 500 ." The bank notes that SSE's "leading capabilities vs. peers position it well to capture this investment growth." The investment bank said the company "is at the start of a revenue acceleration" supported by increasing market share and expansion into new markets.

Persons: Goldman Sachs, Goldman, Sharon Bell, Tufan Erginbilgic, LSEG Goldman, LSEG Organizations: FTSE, SPX, Tech, BT Group, Royce, London Stock Exchange, BT, London Stock Exchange Group, Bloomberg, Microsoft Locations: British, London, United States

☆ We're entering a seasonal period of underperformance for Apple, says Morgan Stanley's Erik Woodring
▼ + stars: | 2024-09-13 | 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 EmailWe're entering a seasonal period of underperformance for Apple, says Morgan Stanley's Erik WoodringErik Woodring, Morgan Stanley equity research executive director, joins 'Closing Bell' to discuss Apple's iPhone 16 pre-orders and what he expects for the stock.

Persons: Morgan Stanley's Erik Woodring Erik Woodring, Morgan Stanley Organizations: Apple

Here's a rapid-fire update on all 32 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. AMD shares have caught a bid in recent days, but they're still cheap considering the growth of its AI processors. Broadcom : Investors who don't own any Broadcom yet should consider starting a position here, Jim said. Although it's tempting to offload shares, Jim said to stick with Honeywell for now because there's huge value in individual businesses like aerospace. There's little negative to say about this portfolio stock.

Persons: Jim Cramer's, Jim, Apple, haven't, it's, that's, he'll, Bob Iger, Bob Chapek, Larry Ellison, Biogen, Eli Lilly, Lowe's, Vimal Kapur, We'd, Linde, Lilly, Morgan Stanley, Goldman Sachs, It's, Jensen Huang, Kamala Harris, Republican Donald Trump, CrowdStrike, Palo, — we're, we're, Brian Niccol, Sands, Stanley Black, Decker, Wells, Charlie Scharf's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Abbott Laboratories, Abbott Labs, AMD, Amazon, Web, Broadcom, VMWare, Federal Reserve, Costco Wholesale, Coterra, DuPont, New York Times, Oracle, GE Healthcare, GE, Honeywell, Linde, Microsoft, Nvidia, Republican, Palo Alto Networks, Palo, Procter & Gamble, Procter, Gamble, Constellation Brands, Modelo, Stanley, TJX, Marshalls, Jim Cramer's Charitable, Traders, New York Stock Exchange, AFP, Getty Locations: Nvidia's, San Francisco, China, Dover, United States, industrials, OpenAI, Palo Alto, Wells Fargo

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