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☆ Alums of $16 billion Tiger Cub Lone Pine have struggled to hack it on their own — with one notable exception
▼ + stars: | 2024-10-10 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +7 min

In the past five years, four other alums have either shuttered or stopped trading hedge fund strategies. It's the latest spinoff from long-running Tiger Cub Lone Pine Capital to shutter. Lone Pine, the $16 billion firm led by co-chief investment officers Kelly Granat and David Craver, was founded in 1997 by billionaire Steve Mandel. Inside the Lone Pine family treeGaonkar's experience is far from the norm for Lone Pine alums though. Firms like Lone Pine, Tiger Global, Coatue, Viking Global, Maverick, Light Street, and others have lasted for decades and minted billionaires along the way.

Persons: Scott Coulter's, Mala Gaonkar, —, Coulter, Cowbird, Pine, Kelly Granat, David Craver, Steve Mandel, Mandel, Julian Robertson's, Lone, Coatue, redemptions, Gaonkar, David Byrne, SurgoCap, Abobe, David Stemerman's, Scott Phillips, Matt Iorio's, Li Ran's, Brian Eizenstat's, Paul Eisenstein's, Nikhil Trikha, Arthur Wit, that's, Andreas Halvorsen's, Dan Sundheim's, Ben Jacobs, Ning Jin, Marco Tablada, Robertson, Tom Purcell Organizations: Service, Business, Lone Pine, Julian Robertson's Tiger Management, Cubs, Roberston's Tiger Management, Tiger, CNBC, Nvidia, GE, Figma, Pine, Latimer, Elm, Sky Capital, CenterBook Partners, Ampersand Capital Group, Global, Fund Research, Tiger Cub, Tiger Management, Viking Global, Viking Locations: Lone, Lone Pine, Granat, Texas, Li Ran's London, California, Viking

☆ Wall Street analysts downgrade Honeywell. We think they're making a mistake.
▼ + stars: | 2024-10-10 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Honeywell stock received a rare downgrade from JPMorgan on Thursday. "They said they wanted to reshuffle their portfolio," Jim Cramer said Tuesday. 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: It's, Vimal Kapur, JPMorgan's, Kapur, Jim Cramer, Jim Cramer's, DOV, Jim, Michael Nagle Organizations: Honeywell, JPMorgan, DuPont, CNBC, Eaton, Linde, JPMorgan's Honeywell, DD, LIN, Honeywell International Inc, New York Stock Exchange, Bloomberg, Getty Locations: Eaton, Dover, DuPont, Megatrends, New York

☆ Fed cuts could turn the tide for commercial real estate. Where to find opportunity
▼ + stars: | 2024-10-07 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Federal Reserve interest rate cuts may help turn the tide for commercial real estate. "Lower interest rates are not a magic bullet, but less restrictive monetary policy lays the groundwork for a commercial real estate recovery," wrote senior economist Charlie Dougherty. "Decreased long-term interest rates appear to be easing upward pressure on cap rates and slowing declines in property valuations. "That said, reduced interest rates should prevent distress from spreading and shorten the hurdles coming down the road," he added. Gimple specifically likes single-asset, single-borrower CMBS and commercial real estate collateralized loan obligations.

Persons: Wells Fargo, Charlie Dougherty, Dougherty, Douglas Gimple, Gimple, It's, that's Organizations: Treasury, Companies, Fed Locations: Central, Diamond, Los Angeles, New York, Miami, Hawaii

Wall Street's top performers are hard workers who tend to work long, intense hours. Business Insider asked its 2024 class of Wall Street stars about how they stay mentally sharp. Here's what we learned about the hacks, habits, and routines that help top talent on Wall Street stay on their game. The routine helps him stay present with his home life as well as work, he added. But I think those two things help me to at least stay recharged and stay ready each day," he said.

Persons: —, Mark Zhu, Craig Kolwicz, Goldman Sachs, Corey White, Nina Gnedin, Blake Cecil, Chi Chen, Robert Sapolsky, Justin Elliott, Read, Palmer Osteen, KKR's, I've, That's, Daniela Cardona, America's White, Ben Carper, it's, there's, Matthew Eid, Holm, Reinhard Dirscherl, Melissa Ding, Wells, Annie Cheslin, she's, Margaret Williams, Morgan Stanley, Williams, Apollo's Austin Anton, Erica Wilson's, deadlifted, Harrison DiGia, Patrick Lenihan, barre, Elizabeth Stone Redding, Stone Redding, Matt Gilbert, Thoma, Gilbert, I'm, Dan, Feroz Khosla, isn't Organizations: Business, Service, Blackstone, Finance, Goldman, of America, Man Group, Productivity, Bridgewater Associates, Bank of America, Fidelity Investments, RBC, Bank, America's, Jefferies, Capital Advisory, Ares Management, Getty, BlackRock, Blue, General Atlantic, JPMorgan Asset Management, TPG, Thoma Bravo, Citadel Securities Locations: Blackstone, Chicago, San Francisco, Coast, Boston, Silicon Valley, New York, I'm, Maldives, he's, Thailand, Central Park

☆ How to hedge the overall market with several critical events just around the corner
▼ + stars: | 2024-10-07 | by ( Michael Khouw | ) www.cnbc.com time to read: +7 min

The upcoming month is a crucial time for the stock market, with a series of events that will make an impact. A quick peek at the history of S & P earnings reveals a couple of things. Note that the chart below depicts S & P earnings on a logarithmic scale —S & P earnings have grown by more than ninefold since January 1991. Over the past two years, S & P earnings have grown from ~$196 "per share" to about $204, an increase of 4%, but the S & P 500 Index has risen by more than 60% over the same period. Why not purchase a downside SPDR S & P 500 ETF Trust put spread if these cause a pullback?

Persons: Low, we'll Organizations: U.S, Trust, CNBC, NBC UNIVERSAL Locations: U.S

☆ Here's how to invest in the Q3 earnings season as profits re-accelerate despite misplaced recession myths
▼ + stars: | 2024-10-06 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

AdvertisementCorporate earnings are on pace for their best non-pandemic year since 2018, and market strategists expect the party to continue in the upcoming earnings season and into 2025. "There's not always a one-for-one relationship between economic growth and earnings growth," Reynolds said. "You can still see earnings growth at a pretty robust level, even if economic growth moderates to some extent. "That could be a little bit of a headwind for the market," Saglimbene said. That's a normal earnings growth kind of environment, and I think that's enough to continue to push the market higher."

Persons: —, Mike Reynolds, Anthony Saglimbene, He's, Saglimbene, Joe Quinlan — who's, Bank of America —, Quinlan, Reynolds, it's, Andrew Slimmon, Jim Baird, Plante, Michael Smith, Smith, There's, Slimmon, he's Organizations: Service, Business, Ameriprise, Merrill, Private Bank, Bank of America, Morgan Stanley Investment Management, Financial, Allspring Global Investments, Bears Locations: what's

☆ The 3 biggest themes investors are watching for as earnings season kicks off
▼ + stars: | 2024-10-06 | by ( Matthew Fox | ) www.businessinsider.com time to read: +6 min

Investors expect S&P 500 earnings growth of 4.6% as the stock market trades near record highs. Key themes to watch for include AI adoption, consumer health, and the impact of lower interest rates. AdvertisementEarnings season is fast approaching, and investors have a lot to be on the lookout for as companies report third-quarter results. AdvertisementIn addition to the actual earnings figures, investors will be monitoring key themes as company executives offer guidance during earnings calls. Hainlin said he is encouraged by continued growth in consumer spending as credit card defaults "are within normal levels" and the holiday shopping season is right around the corner.

Persons: Wells, —, Michael Dickson, Tom Hainlin, they're, John Belton, There's, Dickson, delinquencies, Hainlin Organizations: PepsiCo, JPMorgan, Service, Wells, Investments, Business, Wall Street, Bank Wealth Management, Aerospace, Defense, Consumer, Federal Reserve Locations: Wells Fargo, FactSet

☆ 4 market experts share 10 places to invest your money after September's jobs data blew expectations out of the water
▼ + stars: | 2024-10-05 | by ( Christine Ji | ) www.businessinsider.com time to read: +7 min

Below, four market experts share how investors should allocate their money going forward. The US job market blew past economists' predictions, with total nonfarm payrolls increasing by 254,000 last month — over 100,000 more jobs than expected. Chris Zaccarelli, chief investment officer, Independent Advisor AllianceThe job market is showing signs of strengthening with the September data. With that being said, the current environment presents many opportunities to invest in equities, according to Zaccarelli. "Recession fears are elevated, and we think those are underpriced, underappreciated parts of the market," Zaccarelli said.

Persons: —, we've, Liz Ann Sonders, Charles Schwab, Sonders, there'll, it's, Jeffrey Roach, Roach, Lisa Shalett, Morgan, Shalett, Chris Zaccarelli, Zaccarelli Organizations: Service, Federal Reserve, Investors, Fed, Morgan Stanley Wealth Management, Independent

☆ No need to sell this AI data center play ahead of earnings — and updates on 3 more industrial stocks
▼ + stars: | 2024-10-02 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Deutsche Bank is striking a cautious tone on Dover 's stock ahead of the industrial conglomerate's upcoming earnings report. Late Tuesday, Deutsche Bank listed Dover as a short-term sell idea, suggesting the company will report underwhelming results that may pressure shares later this month. Other industrial stocks in our portfolio received price target increases this week, including Eaton, Stanley Black & Decker and Honeywell . Both firms raised their price target on the DeWalt owner's stock to $100 a share from $96 while maintaining hold or hold-equivalent ratings. Honeywell's price target was increased only slightly at Deutsche Bank — up merely $1 to $226 a share — and left unchanged at Barclays.

Persons: Jim Cramer, industrials, Barclays –, Stanley Black, Decker, Jim, Dover, Richard Tobin, there's, DOV YTD, DOV, It's, Eaton, Vimal Kapur, Jim Cramer's, SWK Organizations: Deutsche Bank, Federal Reserve, Barclays, Environmental Solutions, Wednesday, Honeywell, Deutsche Bank —, Barclays . Deutsche Bank, CNBC, Luza Locations: Dover, Eaton

☆ India has emerged as one of the best global markets for the long haul. Here are the drivers—and how to play the rally
▼ + stars: | 2024-10-02 | by ( Pia Singh | In | ) www.cnbc.com time to read: +7 min

India's recent stock market surge has investors viewing the country as an emerging market poised for long-term outperformance. The India NSE Nifty 50 Index , the country's domestic stock market benchmark, has soared 18.7% this year, hitting record levels. "The data show that, historically, the Indian market has offered robust returns with reduced volatility." Going back to 2015, INDA has seen bigger annual gains and smaller declines than the broader emerging market fund. How to play the Indian market Financials are among investors' favorite spots in India's booming stock market.

Persons: It's, Malcolm Dorson, Dorson, GlobalX, Russell, —, EEM, INDA, Amr Abdel Khalek, Khalek, Jerome Powell, Venugopal Garre, Krishna Mohanraj, You've, Mohanraj Organizations: India NSE, Global, CNBC, U.S, Federal, Fed, Nasdaq, China, MRB Partners, Traders, Barclays, Diamond Hill Capital Management, HDFC Bank, ICICI Bank, Axis Bank, ICICI, HDFC, Whitehaven Coal, Prestige Estates Locations: India, China, Dorson, U.S, Whitehaven

☆ The U.S. stocks set to benefit most from China's 'bazooka' stimulus, according to Barclays
▼ + stars: | 2024-10-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

A major stimulus deal coming out of China could offer a windfall for some U.S. stocks with significant ties to the world's second-largest economy, according to Barclays. Against this backdrop, the firm screened for companies with high sales exposure to China and low volatility. Here are some of the potential winners: Barclays named casino and resort operator Wynn Resorts among the beneficiaries of a China stimulus deal, with 48% sales exposure to China. Qualcomm is another winner, with 62% sales exposure to China and the second-highest among the stocks that made the cut. Some underperforming stocks could also benefit from China's stimulus plan, including Albemarle .

Persons: Stefano Pascale, Pascale Organizations: Barclays, Wynn Resorts, Qualcomm, Merck, Western Locations: China, Albemarle

☆ Disney lands an upgrade — plus, why we're considering adding to this laggard stock
▼ + stars: | 2024-09-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Don't overlook Disney : Shares of Club name Disney have quietly put together a solid September, up about 6% in the month. 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, Jerome Powell, Powell, we've, Jim Cramer's, Coterra, McCormick, We'll, Jim Organizations: CNBC, Federal, National Association for Business Economics, Disney, Seaport Research, Seaport, Energy, Coterra Energy, Jim Cramer's Charitable Trust, Jim Cramer's Charitable Locations: Nashville

☆ These 3 ugly duckling stocks will become beautiful swans as the Fed cuts rates
▼ + stars: | 2024-09-29 | by ( Jim Cramer | ) www.cnbc.com time to read: +14 min

Some of it had to do with the old joke being that Best Buy was nothing but an Amazon showroom. CEO Corie Barry is a no-nonsense heavyweight who mastered the supply chain for Best Buy during the pandemic. As the JPMorgan recent upgrade on Best Buy said, most investors don't realize how awful this period has been for Best Buy. It doesn't hurt, of course that Best Buy has a substantial dividend — 3.68%, down from 4% and 5% when we were buying it. We have watched Eaton and Dover go higher and that was without the rate cycle, just with the data center.

Persons: Stanley Black, Decker, —, couldn't, Corie Barry, Barry, don't, It's, Stanley, Trump, Helene, Hock Tan, Marc Benioff, Mike Sievert, Blackwell, Jim Cramer's, Jim Cramer, Jim, Melissa Repko Organizations: Empire, Circuit, Intel, HP Inc, HP, JPMorgan, Williams, Dick's Sporting Goods, Abercrombie, Fitch, Depot, Procter, Gamble, Linde, Honeywell, Quantum Computing, Tech, Broadcom, VMWare, Elon, Mobile, Nvidia, Jim Cramer's Charitable, CNBC, Microsoft Locations: Sonoma, Covid, China, Lowe's, Eaton, Dover, San Francisco, Secaucus, N.J

☆ Bull market enters fourth quarter with just about everything going its way
▼ + stars: | 2024-09-28 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

Then there's the upside progress made in the third quarter without the leadership of super-cap tech – the equal-weighted S & P 500 is up nearly 9% since June 30 and the Nasdaq 100 up less than 2%. Goldman Sachs here plots the S & P 500 forward P/E at the time of each initial rate cut in a cycle. For sure, a breather would make sense for the broad market, with the S & P 500 up 11 of the past 15 days. In either case, it's a notable deviation from the story of placid strength being told by the S & P 500 itself. The median Wall Street strategist target for the S & P 500 is now well below the current index level, usually not something one sees at an ultimate market peak.

Persons: Scott Chronert, isn't, Goldman Sachs, it's, John Kolovos, Bitcoin's Organizations: Nasdaq, Citi, Fed Locations: China

☆ Here are our trades of the week and what's ahead for this overbought market
▼ + stars: | 2024-09-27 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +4 min

Mixed market : The S & P 500 spent Friday's session mostly unchanged as it tried for a fourth record close this week. Still frothy : The S & P Short Range Oscillator pulled back from Tuesday's most overbought reading since August. Month to date, consumer discretionary, utilities, and materials were the best-performing S & P 500 sectors. 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, Vimal Kapur, Jim Cramer's, Jim, Spencer Platt Organizations: CNBC, GE Healthcare, Honeywell, Constellation Brands, Jim Cramer's Charitable, New York Stock Exchange, Getty Locations: Tuesday's, New York City

☆ Pro Talks: After the Fed cuts rates, one fund manager reveals where to invest right now
▼ + stars: | 2024-09-25 | by ( ) www.cnbc.com time to read: +1 min

Investors should stay away from overvalued U.S. stocks in 2025, fund manager Sean Peche has cautioned. The value investor at Ranmore Fund Management told CNBC's Silvia Amaro on CNBC Pro Talks about where he sees undervalued stocks and opportunities, especially now the U.S. Federal Reserve has cut interest rates. Pesh highlighted his fund's holdings, including Carrefour , Petrobras , Alibaba , and Baidu as value plays. Peche, who set up Ranmore Fund Management in 2008, also shared some of the worst trades of the year, as well as his most successful yet. Since inception, the fund has gained 10.9% on an annualized basis, slightly more than the 10.6% posted by its MSCI benchmark.

Persons: Sean Peche, CNBC's Silvia Amaro, Pesh Organizations: Ranmore Fund Management, CNBC Pro, U.S . Federal, Carrefour, Petrobras, Alibaba, Baidu, Ranmore, Equity, ABN Amro, Ranmore Global Equity Fund Locations: overvalued U.S, Hong Kong, United States, Carrefour, China

☆ Morgan Stanley outlines the best-case scenario for stocks in the 4th quarter
▼ + stars: | 2024-09-24 | by ( Filip De Mott | ) www.businessinsider.com time to read: +4 min

Morgan Stanley is now looking ahead at the perfect mixture of conditions for a strong fourth quarter. The firm is squarely focused on an improvement in the labor market driving the best possible returns. AdvertisementThe Federal Reserve nailed the rate-cut scenario that Morgan Stanley called its best-case result leading into the decision. Heading into last week's announcement, Morgan Stanley was looking for a 50-basis-point cut that didn't also stoke worries about unnecessary growth. To be sure, job conditions are not the only thing Morgan Stanley is watching.

Persons: Morgan Stanley's, Morgan Stanley, —, didn't, Mike Wilson, Wilson Organizations: Federal, Service, Reserve, stoke, Bank of America, Conference Board

☆ CNBC Pro Talks: After the Fed cuts rates, one fund manager will reveal where to invest right now
▼ + stars: | 2024-09-24 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +3 min

After the U.S. Federal Reserve cut interest rates by a bumper 50 basis points , investors have been left wondering whether growth or value stocks are the best bet. On CNBC's upcoming Pro Talks , Silvia Amaro will ask value investor Sean Peche where he sees opportunities in the current market. Peche is portfolio manager at the U.K.-based Ranmore Fund Management and manages its $329 million Ranmore Global Equity Fund . As of Aug. 31, the Ranmore Global Equity Fund has returned 21.6% over the last year, underperforming its benchmark MSCI World Index's 24.4%. CNBC Pro subscribers can watch Pro Talks live on Wednesday, Sept. 25, at 7 a.m.

Persons: Silvia Amaro, Sean Peche, He'll, Warren Buffett, Eli Lilly, ager, CNBC's Silvia Amaro Organizations: U.S . Federal Reserve, Ranmore Fund Management, Global Equity Fund, Investors, Ranmore, Equity, Petrobras, Baidu, ABN Amro, Ranmore Global Equity Fund, Decillion Fund Management, Orbis Investment Advisory, CNBC, Beyond Locations: Carrefour, China, U.S, London

☆ Why Nvidia stock is surging, and the lesson to be learned from Home Depot's rally
▼ + stars: | 2024-09-24 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 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. 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. 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.

Persons: Jim Cramer, we've, Jensen Huang, Huang, Oppenheimer, –, We've, Cintas, Jim Cramer's, Jim Organizations: CNBC, China, Tech, Nvidia, Devices, Broadcom, Jim Cramer's Charitable

☆ As interest rates drop, ultra-rich investors are giving up their cash for risk assets. Here's what they're buying.
▼ + stars: | 2024-09-24 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

Citi Private Bank's latest Global Family Office survey showed that family offices had already been moving into risk assets well before the central bank began cutting. Citi Private Bank's latest Global Family Office survey. Related storiesSo far, the move toward equities has translated into a rush for big tech's AI, which remains a favorite among family offices. AdvertisementWhen it comes to real estate, family offices often prefer private investments. AdvertisementFixed incomeThe number one goal for any family office is the preservation of capital.

Persons: —, Richard Weintraub, Bank's, haven't, Weintraub, REITs Organizations: Service, Citi, Bank's, Business, Treasury Locations: American

☆ Industrials have been showing we're in a soft landing, says Strategas' Chris Verrone
▼ + stars: | 2024-09-24 | 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 EmailIndustrials have been showing we're in a soft landing, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins ‘Closing Bell’ to discuss industrial futures, reaction to China's new stimulus, and more.

Persons: Strategas, Chris Verrone Chris Verrone, Bell Organizations: Strategas Research Partners

☆ Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst
▼ + stars: | 2024-09-23 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

Stock market highs are expected to continue into 2025, according to Oppenheimer's Ari Wald. AdvertisementWald's 6,000 price target for the S&P 500 is based on the median bull market cycle. "The S&P 500 is up 64% over the 23 months between October 2022 and September 2024. And if the current bull market follows the path of the average bull market, stocks could continue to rise through the end of 2025 with the S&P 500 rising to around the 7,000 level. "We view the cycle high for Industrials as confirmation of an intact bull market," Wall said.

Persons: Oppenheimer's Ari Wald, Wald, —, Oppenheimer, Ari Wald, it's, Wall, " Wald Organizations: Service, New York Stock Exchange, ISI Locations: That's

☆ 6 things from my San Francisco trip reveal which stocks are AI winners
▼ + stars: | 2024-09-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +14 min

Almost everyone else seems to want to deploy AI in some meaningful way but don't seem to know how. It's available on HP 's AI personal computers right now but hasn't really attracted a lot of interest yet — good for Club company Best Buy 's forward earnings. For some companies, companies like CVS , this is a no brainer. One that can build things or get things or just give you a cup of your coffee. I don't know what will happen to people who are doing this now.

Persons: Jensen Huang, Marc Benioff, Copilot, hasn't, Uber, San Francisco —, Amazon's, Benioff, Benioff's, Agentforce, Tesla, Elon, Donald Trump, Pat Gelsinger, gunning, Lisa Su, Jensen, Su, wasn't, Nvidia's Blackwell, Blackwell, Mike Sievert, Jim Cramer's, Jim Cramer, Jim, Carlos Barria Organizations: Microsoft, Club, Nvidia, Oracle, HP, Devices, AMD, Saks Fifth, CVS, Siemens, Starbucks, Intel, Qualcomm, Arm Holdings, Enterprise, Constellation Energy, GE Vernova, Apple, Mobile, Jim Cramer's Charitable, CNBC Locations: San Francisco, Atlanta, Austin , Texas, Dreamforce, bailiwick, Eaton, Dover, California

☆ These 9 'Back to the USA' stocks will get the biggest boost from an American manufacturing boom: Bank of America
▼ + stars: | 2024-09-21 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. He believes that the rise of the US trade deficit over the past year will likely make it a key issue for both political parties. AdvertisementAlthough the Trump administration has traditionally been linked to trade wars and more protectionist measures, Biden's administration maintained the Chinese tariffs. It will create more manufacturing jobs and boost demand for domestic companies with in the logistics and supply chain process. A September 19 research note from Bank of America suggests that this shift is set to benefit domestic small- and mid-cap stocks most.

Persons: —, Trump, Manish Kabra, Kabra, Jill Carey Hall Organizations: Service, Business, US, of, Tax, Bank of America Locations: China, Red

☆ Why Eli Lilly and Palo Alto Networks are both up on news from their competitors
▼ + stars: | 2024-09-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Recall, that we initially had a view that competitors like Club name Palo Alto Networks would take advantage of this event to pitch their products. Sure the quarter was good because Palo Alto has a great product and value proposition, but it didn't suggest a massive departure from CrowdStrike. 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, It's, Eli Lilly, LLY's, Eli Lilly's, isn't, Jim Cramer's, Jim Organizations: CNBC, ., Novo Nordisk, Deutsche Bank, Palo Alto Networks, Palo Alto, Palo, KB, Micron, Jefferies, Costco, Jim Cramer's Charitable Locations: Palo

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