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☆ This auto stock 'should be bought here,' Cramer says
▼ + stars: | 2023-08-01 | 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. With the stock market still overbought, per the S & P 500 Short Range Oscillator , Jim Cramer encouraged investors to be cautious following a strong July. "Froth is a bad sign for the stock market." 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 .

Persons: Jim Cramer, Stocks, Froth, Jim, Ford, Tesla, Jim Cramer's Organizations: CNBC, Caterpillar, Nasdaq, Treasury, Ford Motor, Caterpillar Caterpillar, CAT

☆ Jim Cramer hunts for 'froth' in the stock market
▼ + stars: | 2023-08-01 | 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 EmailJim Cramer hunts for 'froth' in the stock market'Mad Money' host Jim Cramer talks 'froth' in the stock market, what it means and how you should navigate it.

Persons: Jim Cramer

☆ Morning Bid: Dollar flexes into Fed week, calm returns
▼ + stars: | 2023-07-21 | by ( ) www.reuters.com time to read: +4 min

Another unexpectedly tight weekly reading from the U.S. labour market sowed some lingering doubts that we're on the cusp of 'peak Fed' just yet. The tech wobble saw the Nasdaq (.IXIC) recoil 2% in its biggest drop since March. A quieter earnings schedule is topped by American Express - but nearly all the other banks have been impressive over the past week. Pessimists think the Fed is not done tightening yet and any further rate hikes after next week will just hasten a downturn in 2024. That has sobered up the Treasury market a touch after a couple of weeks of disinflation relief.

Persons: Mike Dolan, jockeying, we're, Dow Jones industrials, Johnson, Pessimists, Huntington Bancshares, Janet Yellen, Angus MacSwan Organizations: Big Tech, Tesla, Netflix, Nasdaq, American Express, Treasury, Bank of Japan, Comerica, Regions, Roper Technologies, Reuters Graphics Reuters, Reuters, Thomson Locations: U.S, Huntington, Schlumberger, Canada, Hanoi

July 21 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. The regional data focus on Friday will be the latest consumer inflation figures from Japan. Core consumer inflation likely re-accelerated in June to a 3.3% annual rate from 3.2% the previous month, staying above the central bank's 2% target for the 15th straight month. In its mid-year review, the government expects overall consumer inflation to hit 2.6% for the fiscal year that began in April, up sharply from 1.7% projected in January. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Persons: Jamie McGeever, Thursday's, Dow Jones Industrials, Johnson, Kazuo Ueda, Janet Yellen, Josie Kao Organizations: Nasdaq, Netflix, Johnson, U.S, Treasury, Bank of Japan's, . Treasury, Thomson, Reuters Locations: Asia, Japan, South Korea, Vietnam

☆ What could crush a growing bull market? Cramer lays out potential hazards
▼ + stars: | 2023-07-19 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer said Wednesday that Wall Street is finally catching up to his long-held belief that the market has been bullish since inflation peaked last year. "Now, I don't know how many of these negatives would have to surface to slaughter the bull," Cramer said. Cramer pointed first to inflation as one factor that could really squash a bull market. Froth could also be hazardous to a bull market, especially when it comes to artificial intelligence, Cramer said, with investors throwing money at any company touting innovative artificial intelligence products. So many investors are only just waking up right now to the fact that a bull market even exists, which makes it mighty hard to conjure up a serious bear thesis."

Persons: CNBC's Jim Cramer, Cramer, Cramer's Organizations: Federal Reserve, Fed Locations: China, Taiwan, Ukraine

☆ Bulls and bears are locked in a battle for Wall Street
▼ + stars: | 2023-07-17 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +9 min

New York CNN —Bulls and bears have always engaged in battle on Wall Street. Before the Bell: Why is there a growing division between bulls and bears? If a rally continues, the bulls will say that the bears missed it. If it moves in the other direction, in a swift fashion, then the bears will say that the bulls were overly optimistic. “I don’t know if it’s going to lead to a soft landing, a mild recession or a hard recession,” Dimon said during the call.

Persons: Liz Young, Bell, Young, we’re, Jamie Dimon, I’ve, Matt Egan, Dimon, JPMorgan Chase, “ tailwinds, ” Dimon, ” Jeremy Barnum, ” Barnum, Coco Chanel ’, Ellie Stevens, Shein, “, Coco Chanel, Yves Saint Laurent, Xu Yangtian, Chris Xu, “ SHEIN, ” Organizations: CNN Business, Bell, New York CNN — Bulls, Big Tech, JPMorgan, CNN, JPMorgan Chase, First Locations: New York, Ukraine, First Republic, California

Shortly after the opening bell, we'll be selling 200 shares of Halliburton (HAL), at roughly $37.57 apiece. Following the trade, Jim Cramer's Charitable Trust will own 1,600 shares of HAL, decreasing its weighting in the portfolio to 2.11%, from 2.37%. 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 Halliburton oil well fielder works on a well head at a fracking rig site January 27, 2016 near Stillwater, Oklahoma.

Persons: Jim Cramer's, Halliburton, froth, Jim Cramer, Jim, Pat Carter Organizations: Halliburton, HAL, Natural Resources, Coterra Energy, Club, MarketEdge, CNBC, Getty Locations: Stillwater , Oklahoma

☆ How AI reshapes the economy: Wall Street legends David Rosenberg and Rob Arnott told us massive upheaval is coming for the job market — and overzealous investors are fueling a stock bubble
▼ + stars: | 2023-07-06 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

Both David Rosenberg and Rob Arnott see big disruption coming for the labor market. AI stocks are also overextended amid the current mania, they said. Rob Arnott says AI will evolve rapidly and upend the labor market. He added: "The implications of generative AI on the labor market will be one of upheaval and one of escalating job uncertainty." Beware of an AI-stock bubbleFor Arnott, AI will undoubtedly be good for bottom lines.

Persons: David Rosenberg, Rob Arnott, Rosenberg, Arnott, Tim Boyle, aren't, Merrill Lynch, it's, Tesla, that's, Gluskin Sheff Rosenberg Organizations: Labor, Research, Bloomberg, Getty, North, Rosenberg Research Locations: North American, ChatGPT

Some Russian military bloggers with substantial followings expect a serious reshuffle of the military in the light of the Wagner uprising, and perhaps within the security services for not seeing the preparations for it. Putin has sought to reassert his authority after Prigozhin's mutiny. There is no way to verify Rybar’s allegations, but their airing may demonstrate a level of apprehension in the Russian military in the light of the mutiny. At one point, according to Russian military bloggers, Surovikin interceded to try to procure ammunition for Wagner. There is still considerable respect in Russian military circles for what Wagner has contributed to the Ukraine conflict.

Persons: Vladimir Putin’s, Wagner, Sergey Shoigu, Rybar, ” Rybar, Putin, Valery Gerasimov, Mikhail Teplinsky, Boris Rozhin, Sergey Surovikin, “, Yevgeny Prigozhin’s, ”, Dmitry Peskov, Surovikin, Mark Galeotti, Galeotti, Tatiana Stayonova, Rob Lee, “ Wagner, ” Surovikin, Prigozhin, Vyacheslav Volodin, ” Volodin, Anastasia Kashevarova, Mikhail Tereshchenko, Stayonava, Shoigu, Yevgeny Prigozhin, George W Bush, Concord Company ”, we’ll, eking, Viktor Zolotov, ” Zolotov, ” Anastasia Kashevarova, Russia “, there’s Organizations: CNN, FSO, Federal Guard Service, Federal Protective Service, AP, General Staff, The New York Times, Mayak Intelligence, Foreign Policy Research Institute, Russian Aerospace Forces, Sputnik, Getty, Western Military, Concord Company, Kremlin, MoD, Defense Ministry, Russian National Guard, Ministry of Defense, Telegram Locations: Rostov, Moscow, Don, Russia, Ukraine, AFP, Bakhmut, Shoigu, Putin, St, Petersburg, Russian, Minsk, Belarus, Prigozhin

☆ Premarket stocks: Why it might be time to get optimistic about the market
▼ + stars: | 2023-06-26 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

US stocks, meanwhile, have managed to pull up from their recent bear market into bull territory. Still, there’s good reason for investors to be optimistic, says Indrani De, head of global investment research at FTSE Russell. That makes sense, since tech and energy stocks have largely been driving markets upward over the last few weeks. For instance, leading venture capital firm Sequoia Capital held just more than $1 billion at SVB, according to the FDIC document. The FDIC document shows that Circle held $3.3 billion at SVB, a figure that the stablecoin company previously disclosed.

Persons: New York CNN —, Indrani De, Bell, De, froth, Matt Egan, SVB, Zhipin Organizations: CNN Business, Bell, New York CNN, FTSE Russell, Energy, Communications Services, Technology, Tech, Consumer Staples, FDIC, Bloomberg, Silicon Valley Bank, Bloomberg News, Sequoia Capital, PayPal, Google, Apple, Internet Locations: New York, Russia, disinflation, Silicon, Beijing

☆ CNBC Daily Open: Skimming off the froth
▼ + stars: | 2023-06-26 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Traders work the floor of the New York Stock Exchange in New York City on May 31, 2023. This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. But CNBC found it's more likely because large institutional investors are buying bitcoin as liquidity remains low. [PRO] Markets on an even footingMarkets may have declined last week, but CNBC Pro's Michael Santoli thinks there's still a "favorable underlying market trend."

Persons: Kospi, Wagner Group's, Wagner, Yevgeny Prigozhin, Antony Blinken, Prigozhin, Ian Bremmer, Moody's, it's, Michael Santoli, there's Organizations: New York Stock Exchange, CNBC, Wagner Group, U.S, Eurasia Group, Moody's Investors, BlackRock Locations: New York City, Europe, Asia, Pacific, Russia, Rostov, Moscow, U.S

☆ CNBC Daily Open: Skim off the froth
▼ + stars: | 2023-06-26 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Traders work on the floor of the New York Stock Exchange (NYSE) on June 01, 2023 in New York City. This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Stock markets in Europe traded lower too. [PRO] Markets on an even footingMarkets may have declined last week, but CNBC Pro's Michael Santoli thinks there's still a "favorable underlying market trend."

Persons: Goldman Goldman Sachs, David Solomon, Solomon, Moody's, Wagner, Yevgeny Prigozhin, Alexander Lukashenko, Antony Blinken, Michael Santoli, there's Organizations: New York Stock Exchange, CNBC, Siemens, Moody's Investors, Wagner Group, Belarusian, U.S Locations: New York City, Europe, GreenSky, U.S, Russia, Rostov, Moscow

☆ Morning Bid: Dogged central banks rein in risk
▼ + stars: | 2023-06-22 | by ( ) www.reuters.com time to read: +4 min

Markets have been here before over the past year - continually underestimating the economy's resilience and Fed's trajectory. There was far less ambiguity in moves from Europe's central banks on Thursday. The Swiss National Bank raised rates by 25bp earlier, as expected, but also left the door open for more tightening. And Norway's central bank surprised with an aggressive 50bp rise to a 15-year high of 3.75% and signaled another move in August. In the emerging market world, Turkey was expected to more than double its 8.5% interest rate in a post-election macroeconomic policy reset.

Persons: Mike Dolan, Jerome Powell, Powell, Raphael Bostic, BoE, Britain's, Christopher Waller, Michelle Bowman, Loretta Mester, Thomas Barkin, Elaine Hardcastle Organizations: Federal, Financial, Fed, Atlanta Fed, Yahoo Finance, Bank of England, Swiss National Bank, Treasury, The Times, Bank of, U.S, Kansas City Federal, Chicago Fed, Cleveland Fed, Richmond Fed, Accenture, Darden, Graphics Reuters, Reuters, Thomson Locations: U.S, Britain, Europe's, Turkey, Mexico

☆ Is it too late to join the market rally? Morgan Stanley's Slimmon weighs in and names stocks to buy
▼ + stars: | 2023-06-15 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Andrew Slimmon of Morgan Stanley Investment Management says a "meaningful" correction may not happen right now. "But it's premature and the stock market is right now feeding off … those lower inflation month to month price," Slimmon added. Stock picks Nevertheless, there are pockets of opportunity in the market right now, according to Slimmon. He named three stocks to buy: American equipment rental company United Rentals , financial services company Ameriprise and building materials company CRH . "In my opinion, investors looking to get into the market will view the recent laggards as an opportunity to get more invested," he said of those three stocks.

Persons: it's, Andrew Slimmon, CNBC's, There's, you've, Slimmon, there's, — CNBC's Michael Bloom Organizations: Nasdaq, Morgan Stanley Investment Management, U.S . Federal, Federal Reserve, Stock, United Rentals Locations: bullish

☆ AI hype driven by names like Nvidia is finally luring retail investors back into the stock market
▼ + stars: | 2023-06-08 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Retail investors have finally returned to the stock market, lured by the AI hype, Vanda Research said. The firm said retail investors helped drive a daily average flow of $1.36 billion into the stock market over the past week. The hype in artificial intelligence stocks like Nvidia, combined with the resolution of the US debt ceiling last week helped finally push retail investors back into the stock market. AI stocks should also see continued buying pressure from retail investors in the coming weeks, according to the note, and there's still room to run as retail investors buying activity has not yet reached worrying levels. Ultimately, the return of the retail investor to the stock market should help drive stock prices higher despite worries of a looming recession and frothy valuations from more bearish investors, according to Vanda.

Persons: Vanda, Giacomo Pierantoni, there's, Pierantoni Organizations: Vanda Research, Morning, Nvidia

☆ Morgan Stanley: This stock provides a cheaper way to play Nvidia's A.I. boom
▼ + stars: | 2023-06-02 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Artificial intelligence is gaining in popularity, but there's a "cheaper" way to play it, according to Morgan Stanley. "Memory is a cheaper way to play the start of AI's explosive new decade-long growth phase," Morgan Stanley analysts wrote in a May 29 note. BofA in a separate June 1 report also named SK Hynix as a top pick, saying it will benefit from Nvidia's push into AI. It gave SK Hynix a price target of 160,000 won, or upside of more than 40%. Stocks are "materially cheaper" now than in the previous cycle, Morgan Stanley said.

Persons: Morgan Stanley, Morgan Stanley's, —, — CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, SK Hynix, Nvidia, NVIDIA

☆ First Drought, Then Flood. Can the West Learn to Live Between Extremes?
▼ + stars: | 2023-05-31 | by ( Brooke Jarvis | ) www.nytimes.com time to read: +5 min

Since New Year’s, storm after storm had pummeled the state, dropping epic quantities of water and snow. Houses and farms and dairies flooded, and people were using excavators to hastily build earthen dikes around their properties. In a valley where powerful interests had long jockeyed for access to water, the arguments were now about who would bear the flood. A froth of brown storm water started to spread toward the houses. Had someone intentionally cut the levee, jeopardizing Allensworth, not to mention someone else’s farm, to save his own?

Persons: Deanna Jackson, Gonzales, Ruben Guerrero, Floodwater, Jack Mitchell, Allensworth, ” Guerrero, ”, Kiara Rendon, Denise Kadara, Allen Allensworth, Kadara, Rendon Organizations: Cal Fire, Navy Locations: Year’s, Tulare, Allensworth, ”, California, farmworkers

As Japan and the United States place fresh curbs on Chinese technology firms, local investors are scooping up shares of those firms and state companies, and reaping handsome rewards. New fund launches will potentially channel money into China's technology and chipmaking leaders, including ZTE Corp (000063.SZ), Unisplendour Co (000938.SZ), Montage and Cambricon Technologies (688256.SS). Cutting-edge innovation requires huge and long-term investment, which is beyond the ability of private companies, "but SOEs can do it," Yang said. For example, China's chipmaking sector is now trading at 60 times earnings, compared with 16 for the broad market. But "China needs high valuation in some sectors ... Why don't you put down your wager, while also supporting the country's development?"

☆ The tech trade is back, driven by A.I. craze and prospect of a less aggressive Fed
▼ + stars: | 2023-05-26 | by ( Ari Levy | ) www.cnbc.com time to read: +5 min

Patrick T. Fallon | Bloomberg | Getty Imageswatch nowTo start the year, the main theme in tech was layoffs and cost cuts. But investors have shifted their focus to AI now that companies are showcasing real-world applications of the long-hyped technology. Google, meanwhile, is touting its rival AI model at every opportunity, and Meta CEO Mark Zuckerberg would much rather tell shareholders about his company's AI advancements than the company's money-bleeding metaverse efforts. The chipmaker, known best for its graphics processing units (GPUs) that power advanced video games, is riding the AI wave. The next three top gainers in the index are also tech companies: Meta, Advanced Micro Devices and Salesforce .

☆ Litecoin, XRP and other altcoins rise Wednesday as 'blue chip' bitcoin hits a lull
▼ + stars: | 2023-05-17 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Litecoin and XRP were each higher by about 5%, according to Coin Metrics, while the Sandbox token jumped 4%. On Wednesday Ripple, the global payments company behind XRP, announced its acquisition of Metaco, a Swiss crypto custody services firm. Still, realized 30-day volatility for both bitcoin and ether are off their record lows of the year, according to Glassnode. In recent months, bitcoin and ether have been regarded by many as so-called "blue chip" or "flight to safety" assets in crypto. Bitcoin and ether continued to hover around the flat line Wednesday at the $27,000 and $1,800 levels, respectively.

☆ Restaurant Review: A Trip That Began in Oaxaca Continues in the Bronx at Tobalá
▼ + stars: | 2023-05-16 | by ( Pete Wells | ) www.nytimes.com time to read: +1 min

Sometimes it takes an entire meal before I know whether I want to write about a new restaurant. At Tobalá, an eight-month-old Mexican place in Riverdale in the Bronx, I was pretty sure after one drink. The drink was a carajillo, a cocktail made with two ingredients, espresso and the Spanish liqueur Licor 43, shaken over ice. The carajillo was invented in Spain and became even more popular in Mexico, but is eclipsed in New York by the espresso martini. The espresso martini is a decent cocktail, but a well-made carajillo is a great one.

☆ Swiss watch execs say the market is 'slowing down' — but that just means waitlists for new Rolexes or Patek Philippes are a little less long
▼ + stars: | 2023-04-12 | by ( Dominick Reuter | ) www.businessinsider.com time to read: +2 min

The frenzy for new Swiss luxury watches is softening from its pandemic peak, when exports hit $27.6 billion. "The market is a little bit slower than before," Patek Philippe chairman Thierry Stern told Bloomberg. That doesn't mean watches from top brands are suddenly available to buy — it just means waitlists are slightly shorter. "I see in the past two months, the market is a little bit slower than before," chairman Thierry Stern told Bloomberg. Swiss exports boomed during the pandemic to a record 25 billion Swiss francs ($27.6 billion), but even with the recent softening, Stern told Bloomberg demand still vastly outstrips supply.

☆ Resilient stock market finds support at just the right time, preserving uptrend
▼ + stars: | 2023-03-04 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

Did the "soft landing" occur six months ago, at least in market terms? The leadership profile speaks, perhaps, to an elongated economic and Fed tightening cycle and suggests where within a notably bifurcated market investors should migrate. For one thing, the stock market surely can be prone to misapprehending the next macro turn and can overshoot reality in the short term. BCA Research here shows the sobering harmony in the current market trajectory and that of the early-2000s post-tech-bubble bear market. We can note, though, that the S & P 500 back then never spent as much as a month above its 200-day moving average as it has this year.

☆ US home prices could tumble nearly 20% and Fed economists warn further rate hikes risk an even worse housing correction: 'The bubble hypothesis merits attention'
▼ + stars: | 2023-02-28 | by ( Phil Rosen | ) www.businessinsider.com time to read: +3 min

Dallas Fed economists warned of a 19.5% housing market correction in a Tuesday research report. "[I]f the observed price-to-rent ratio grows at an explosive rate relative to its fundamental-based ratio estimated with long-term interest rate and rent growth data, the bubble hypothesis merits attention," they said. For the US housing market to return to its fundamentals, they estimated that a 19.5% correction would be necessary. There were signs that the US price-to-rent ratio began to fall in third quarter as prices cooled faster than rents, they added. For now, a modest housing correction remains the baseline scenario, but the authors warned that more hawkish monetary policy could trigger a steeper correction.

☆ Warren Buffett praised the practice of long-term investing in his annual shareholder letter. These are the 10 longest-held stocks in Berkshire Hathaway's portfolio.
▼ + stars: | 2023-02-28 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

Warren Buffett has long praised the practice of long-term investing when it comes to stocks. "The world is full of foolish gamblers, and they will not do as well as the patient investor," Buffett said in Berkshire Hathaway's 2022 shareholder letter. These are the 10 longest-held stocks in Berkshire Hathaway's $299 billion stock portfolio. These are the 10 longest-held companies in Berkshire Hathaway's $299 billion individual stock portfolio. UPSJustin Sullivan/Getty ImagesTicker: UPSTime Held: 17 yearsPortfolio Value: $10.3 million7.

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