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☆ Looking for hints in the stock charts ahead of earnings results from Meta and Alphabet
▼ + stars: | 2024-10-23 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +4 min

In fact, the period just before and just after a stock reports is a perfect time to review the relevant patterns and levels. We're going to do just that today for Netflix (NFLX) , Meta (META) and Alphabet (GOOGL) , the biggest components of the S & P 500's communication services sector. Alphabet bullish pattern Alphabet reports earnings next week on Tuesday. Meta's key area Lastly, but certainly not least, Meta reports next Wednesday. Like NFLX and GOOGL, it's done a good job extending from upside gaps and filling downside gaps in 2024 in between earnings reports.

Persons: NFLX, that's, Meta, it's, Frank Cappelleri Organizations: Netflix, Meta, CNBC, NBC UNIVERSAL Locations: NFLX

☆ Starboard Value's Jeff Smith says Salesforce has 'a lot more to go' and can get more profitable
▼ + stars: | 2024-10-22 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Starboard revealed a holding in the stock and Salesforce responded by cutting thousands of employees and moving up its timeline for widening its adjusted operating margin. On Tuesday, Starboard said in a presentation that Salesforce "can continue to become more efficient and more profitable." And Starboard said Salesforce should commit to adhering to the rule of 50 by the 2028 fiscal year. The activist firm laid out two scenarios, both of which involved Salesforce's revenue growth accelerating and its adjusted operating margin widening. The Agentforce technology for automating customer interactions, which Salesforce discussed at its Dreamforce conference in September, has the potential to boost revenue growth, Starboard said.

Persons: They've, Jeff Smith, CNBC's David Faber, Salesforce, Marc Benioff, Salesforce's, Mason Morfit, Amy Weaver Organizations: 13D, ValueAct, UBS, Adobe, Intuit, Microsoft, Oracle, SAP, CNBC Locations: New York

☆ Philip Morris is a growth stock again as shares hit all-time high on Zyn demand boom
▼ + stars: | 2024-10-22 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

In this photo illustration, ZYN nicotine cases are seen on a table on January 29, 2024 in New York City. Philip Morris expects Zyn shipments to match demand "at some point" during the fourth quarter, Babeau said. Philip Morris also noted Zyn as main driver of net revenue for the business as a whole. Philip Morris announced earlier this year that it would invest $600 million to build a new production facility for Zyn in Colorado. Shares of Philip Morris have climbed more than 37% in 2024.

Persons: Philip Morris, Babeau, FactSet, Zyn Organizations: Swedish Match Locations: New York City, Connecticut, U.S, America, Zyn, Greece, Czech Republic, Colorado

☆ Wall Street keeps raising price targets for sky-high Nvidia stock. Here's why analysts are still so bullish.
▼ + stars: | 2024-10-21 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +6 min

Bank of America and Goldman Sachs are among the banks that have raised price targets in recent weeks. AdvertisementNvidia stock is trading at record highs, but that's not deterring top Wall Street analysts from being bullish. Goldman Sachs, $150 price targetGoldman analysts raised their price target to $150 from $135 a share, implying 6% upside from the stock's current levels. AdvertisementStrategists said they changed their price target after a meeting with Huang. Bernstein, $155 price targetBernstein raised its price target to $155 a share shortly after the chipmaker reported its second-quarter earnings in August.

Persons: Blackwell, Goldman Sachs, —, Jensen Huang, Goldman, Huang, CFRA, Angelo Zino, NVDA, Zino, Bernstein, Rasgon Organizations: Nvidia, Bank of America, Service, Wall, Bank, Blackwell, Accenture, Microsoft, ServiceNow, Foundry, CNBC Locations: bullish, CY23, Blackwell

☆ Goldman Sachs upgrades Warby Parker to buy, cites strong margin growth as catalyst
▼ + stars: | 2024-10-21 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Analyst Brooke Roach noted that while the stock's valuation "remains somewhat elevated," Warby Parker's strong fundamentals and margin growth outlook justifies outperformance from here. Warby Parker trades at a forward price-to-earnings multiple of 69, well above the S & P 500's 24.6 ratio. Warby Parker also has a track record of maximizing its labor operations and first-year store profitability. Analysts are generally bullish on Warby Parker, which is up 17% for the year. Of the 15 covering the stock, eight have buy or strong buy ratings, LSEG data shows.

Persons: Warby, Goldman Sachs, Brooke Roach, Warby Parker, Roach

☆ 10 analysts just hiked their price targets on these 3 stocks — including a Big Tech AI firm
▼ + stars: | 2024-10-21 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

A slew of Wall Street analysts last week turned even more bullish on three stocks ahead of their quarterly earnings reports. CNBC Pro screened for stocks in the MSCI World Index that have received share price target upgrades from Wall Street analysts over the past seven days. Despite raising their price target, Phillip Capital analysts have a "neutral" rating on the stock. The median price target of 17 analysts points to 18% upside potential. The company's share price is correlated to the price of gold , and also copper to a lesser degree.

Persons: Barrick, Jeffrey Wlodarczak, Wlodarczak, Zuckerberg, Helena Wang Organizations: Street, Ltd, Barrick Gold, CNBC Pro, Wall Street, Facebook, Research, Limited, New York Stock Exchange, Phillip Capital Locations: U.S, Singapore, SeaMoney, Canada

☆ JPMorgan issues short-term buy call on China electric car stock
▼ + stars: | 2024-10-21 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

Analyst Nick Lai, who has an overweight rating on the Chinese electric vehicle maker, added Xpeng to the Wall Street bank's positive catalyst watch list in a 17-page report out Sunday. This comes amid JPMorgan's forecast that EREVs and plug-in hybrid electric vehicles combined will make up about 60% of the new energy vehicle market by 2030 – almost double last year's figure. Another event that could drive the stock higher is Xpeng's third-quarter results next month, which Lai thinks will show expanded gross profit margins. Heading into 2025, Xpeng should see more volume growth, JPMorgan said, with the bank forecasting 72% volume growth in 2025. As a result, Xpeng should see positive free cash flow next year and a profit in 2026, according to Lai.

Persons: Nick Lai, Lai, BEV, –, Max, Mona, Xpeng, they've Organizations: JPMorgan Locations: 4Q24, 1Q25, Xpeng

☆ Stock market today: US stocks pull back from record levels as traders ready for big week of earnings
▼ + stars: | 2024-10-21 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Investors are turning their attention to third-quarter earnings season, with 21% of S&P 500 companies set to report this week. Bank of America said that company executives are striking an optimistic tone on earnings calls. The decline on Monday comes as third-quarter earnings season nears its peak, with more than 100 S&P 500 companies set to report results this week, including Coca-Cola, Tesla, Boeing, and UPS. Bank of America strategist Savita Subramanian said that company executives are striking an optimistic tone on earnings calls. Analysts have been feeling bullish on the stock's prospects for further gains amid big demand for its new Blackwell chips.

Persons: —, Savita Subramanian, Subramanian, Blackwell, Fedspeak Organizations: Bank of America, Service, Nasdaq, Dow Jones, Boeing, UPS, Bank of America . Bank of America, PMI, Here's

☆ Diversify away from the growth concentration in the S&P 500, says value investor Bill Nygren
▼ + stars: | 2024-10-21 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

There are too many investors in the so-called Magnificent Seven and it's time to move away from them, according to value investor Bill Nygren. While there has been some rotation out of high-flying tech names into smaller stocks, the small-cap Russell 2000 still lags the S & P 500 for the year. "We think it's a really good time for an investor to diversify away from the concentration in the S & P 500," Nygren, Oakmark Funds chief investment officer and portfolio manager, said Monday on CNBC's " Money Movers ." Nygren highlighted automotive parts supplier Genuine Parts as a name he likes. Genuine Parts is currently at around 16 times trailing earnings, well below the S & P 500's multiple of 27.7, per FactSet.

Persons: Bill Nygren, Russell, Nygren, William Stengel, Stengel, Rob Davis Organizations: Nvidia, Meta, Oakmark Funds, Industrial Technologies, Merck

☆ Lucid CEO says Wall Street misinterpreted $1.75 billion capital raise
▼ + stars: | 2024-10-21 | by ( Michael Wayland | ) www.cnbc.com time to read: +2 min

DETROIT — Investors misinterpreted a public offering last week by Lucid Group that raised roughly $1.75 billion — and led to the stock's worst daily performance in nearly three years — CEO Peter Rawlinson told CNBC. It also should alleviate worries that the company would issue a "going concern" disclosure regarding its operations, he said. As a Nasdaq company, we have to avoid a going concern. And a going concern is issued within 12 months of your financial runway," Rawlinson said Monday from the company's newly opened offices in suburban Detroit. That included more than $4 billion in cash, cash equivalents and investment balances.

Persons: Peter Rawlinson, Rawlinson, We'd, Lucid, Morgan Stanley, Adam Jonas Organizations: Lucid, Nasdaq, Lucid Motors, Churchill Capital Corp, DETROIT —, Lucid Group, CNBC, Saudi, Public Investment Fund Locations: New York City , New York, Detroit

☆ The stock market is primed for more gains ahead, Canaccord says
▼ + stars: | 2024-10-21 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

The recent strong run in stocks could be just the beginning, according to Canaccord Genuity. The recent rally comes as the current bull market turned two years old. Canaccord Genuity analyst Michael Welch thinks more gains could lie ahead. .SPX mountain 2022-10-12 SPX during bull market "The current two-year-old bull market remains below the median in both percent gain and duration, suggesting the upside has further room to run," he wrote Monday. The latest market run also comes as investors pore through third-quarter results.

Persons: Canaccord, Michael Welch, Welch, Goldman Sachs, Warby Parker, Goldman Organizations: Federal Reserve, U.S

☆ The index fund cushion is an equal opportunity booster for stocks
▼ + stars: | 2024-10-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +12 min

S & P 500 money is oblivious to stock valuations of any kind and ignorant to upgrades and downgrades. The Lilliputian sellers regularly fail to do damage when matched with the oblivious index money. A 4% 2-year note isn't competitive to the magnet of the S & P 500 and its kin. That's emblematic of what happens with a big buyback without stock-based compensation (something many tech firms use that renders moot the S & P 500 inflows). Because of the way that the S & P 500 money is divvied up, the share base becomes overwhelmingly index-fund based and the index fund shareholders do not sell.

Persons: Morningstar, Smoot, Herbert Hoover's, Warren Buffett, Buffett, Jerome Powell, haven't, Charlie Scharf, Wells, Banks, Charlie, Morgan Stanley, Ted Pick, James Gorman, Schwab, Gamble, Jim Umpleby, that's, Butch Cassidy, Jim Cramer's, Jim Cramer, Jim, Charles Scharf, Kyle Grillot Organizations: Federal Reserve, Commerce Department, Taiwan Semi, Trust, Fed, Triple AAA Robinhood, Morgan, Procter, United Airlines, Exxon, Caterpillar, Boeing, Apple, Meta, Sundance, Jim Cramer's Charitable, CNBC, Milken Institute Global Conference, Bloomberg, Getty Locations: Hawley, McCumber, Taiwan, Arizona, American, Wells Fargo, Wells, China, Chevron, Beverly Hills, Calif

☆ Here are the 5 things that could move the stock market in the week ahead
▼ + stars: | 2024-10-20 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Earnings drove the stock market higher — can they do it again in the week ahead? But he acknowledged that timing is key because our portfolio discipline mandates that we consider lightening up our stock exposure in an overbought market. In fact, AMD was our worst-performing stock for the entire week, losing more than 7% following the prior week's 1.8% slide. Energy was the worst sector of the week for the market as oil prices sank. In the week ahead, housing numbers are the main draw on the economic front.

Persons: Jim Cramer, ASML, Morgan Stanley, WTI, industrials, We're, Sartorius, Danaher, we're, Stanley Black, Lockheed Martin, Philip Morris, Clark, Baker Hughes, Lam, DOV, CARR, Davidson, Northrop, Edwards Lifesciences, Jim Cramer's, Jim, Stocks, Tuesday's, Spencer Platt Organizations: Dow, Nasdaq, Netflix, Modelo, Corona, Constellation Brands, Taiwan Semiconductor Manufacturing Company, Nvidia, AMD, Broadcom, Club, Abbott Laboratories, Energy, Texas, Honeywell, Danaher, Federal Reserve, Treasury, SAP, Logitech, Verizon, General Motors, GE Aerospace, GE, Lockheed, Quest Diagnostics, Norfolk Southern, Polaris, Seagate Technology, Texas Instruments, Canadian National Railway Company, Boeing, GE Vernova, Fisher, Boston, General Dynamics, Hilton, Lam Research, Business Machines, IBM, Newmont, Viking Therapeutics, Vista Energy, Mattel, O'Reilly Automotive, Whirlpool, American Airlines, United Parcel Service, Southwest Airlines, Tractor Supply Company, Carrier Global, Dow Chemical, DOW, Harley, Union Pacific, Valero Energy, Hasbro, Northrop Grumman, Ryder, Boyd Gaming, Western, Boston Beer Company, York Community Bancorp, Colgate, Palmolive, Newell Brands, Jim Cramer's Charitable, CNBC, NEW, Traders, New York Stock Exchange, Getty Locations: BlackRock, CrowdStrike, U.S, Dover, Freeport, McMoRan, Kimberly, Norfolk, Las, ORLY, VALE, New York City

☆ After a well-received quarter, Cramer explains why he thinks Netflix can 'rock on higher'
▼ + stars: | 2024-10-18 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

After a siding with the bulls in the run-up to Netflix 's latest earnings report, CNBC's Jim Cramer explained why the quarter made him more optimistic about the company's future, saying he was impressed by management's outlook and commentary about content. Netflix beat Wall Street's expectations for earnings, revenue and paid membership growth when it posted its report Thursday evening. The streaming giant's shares popped 11% Friday morning and maintained those gains through close. Cramer was encouraged by management's guidance for the current quarter and 2025, as the company expects to keep up double-digit revenue growth some investors feared would be hard to maintain. He also liked Sarandos' positive read on how AI will impact business.

Persons: CNBC's Jim Cramer, maul, Cramer, Ted Sarandos, Sarandos, Emily, I'm Organizations: Netflix, National Football League Locations: Paris

☆ Billionaire investor Stanley Druckenmiller says he regrets selling his entire Nvidia stake, and is looking to buy again
▼ + stars: | 2024-10-17 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

Stanley Druckenmiller says selling Nvidia was a mistake. The billionaire investor sold his stake when he saw the stock's valuation as overextended. Druckenmiller today Bloomberg TV that he'd buy Nvidia again if the price falls. AdvertisementMonths after Stanley Druckenmiller offloaded his entire Nvidia stake, the billionaire investor says he regrets the decision. With his stake gone, Druckenmiller said he remains exposed to AI by investing in the infrastructure needed to power this technology.

Persons: Stanley Druckenmiller, —, I've, Druckenmiller Organizations: Nvidia, Bloomberg, Service, Duquesne Family Office Locations: Druckenmiller

☆ Best Buy and Danaher are on the move Thursday — here's what is behind their different fates
▼ + stars: | 2024-10-17 | 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. Jim said he has previously debated selling some Danaher shares around their current levels of $275 but now he has "cold feet." 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, Jim, Sartorius, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Commerce Department, Nvidia, Broadcom, Club, CSX, Elevance, AMD Locations: Blackstone

☆ Visa is undervalued considering its consistent growth, says Mike Khouw. How to trade it
▼ + stars: | 2024-10-17 | by ( Michael Khouw | ) www.cnbc.com time to read: +4 min

As a global leader in digital payments, Visa has 4.2 billion credit and payment cards in circulation across more than 200 countries. Through its advanced transaction processing network, VisaNet, the company facilitates payment authorization, clearing, and settlement, and it is one of the most remarkable and consistent growth stories around — along with fellow payment processing company Mastercard. The following chart illustrates its remarkably consistent growth since the pandemic plunge (which naturally suspended considerable economic activity). While a 30 P/E is higher than the market's, the S & P trades closer to 26 times earnings; Visa should trade at a premium. The ability for consumer spending growth to continue apace is limited, so presumably, topline growth will slow somewhat.

Organizations: Visa, Mastercard, DOJ, Nvidia, United Health, Southwest Airlines, CNBC, NBC UNIVERSAL

☆ Why we're downgrading our solar stock Nextracker, plus the chipmakers bounce back
▼ + stars: | 2024-10-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Semiconductor stocks are rebounding in reaction to a beat-and-raise earnings report from Taiwan Semiconductor . NEXTracke r: Shares of solar stock Nextracker are having another rough day, dropping roughly 3%. 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. A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023.

Persons: Jim Cramer, Donald Trump, Joe Biden, Trump, there's, we've, Jim Cramer's, Jim, Amber Wang Organizations: CNBC, Semiconductor, Taiwan Semiconductor, Nvidia, Apple, Taiwan Semi, ASML Holdings, Treasury, Atlanta, JPMorgan, Nextracker, Microsoft, Republican, Netflix, Procter, Gamble, American Express, Jim Cramer's Charitable, Taiwan Semiconductor Manufacturing Company, Center, Afp, Getty Locations: Taiwan, Hsinchu, AFP

☆ Embattled Abbott Labs comes through with a strong quarter, buyback announcement
▼ + stars: | 2024-10-16 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

Organic sales, which exclude Covid testing, were up 8.2% from the year-ago period. Bottom line In its third quarter, Abbott Labs demonstrated why we wanted to stick with the stock in the face of legal battles that emerged earlier this year and spooked investors. "There's just a lot to like with the Abbott quarter." As Abbott's organic sales growth continues to shine, the market will realize both concerns are overblown. The company reiterated its full-year organic sales growth outlook of 9.5% to 10%.

Persons: ABT, Abbott, Jim Cramer, Dexcom, Robert Ford, Ford, Lingo, —, it's, Edwards, Jim Cramer's, Jim, Ethan Miller Organizations: Abbott Laboratories, Revenue, Abbott Labs, NEC, Abbott, Ford, and Drug Administration, Centers for Disease Control, National Institutes of Health, CNBC, Las Vegas Convention, Getty Locations: U.S, Missouri, Las Vegas , Nevada

☆ Holmes: We have strong economic vibrancy.
▼ + stars: | 2024-10-16 | 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 EmailHolmes: We have strong economic vibrancy. Chris Holmes, CEO of FirstBank, discusses a positive earnings beat for the company, attributing the stock's rise to a non-operating sale that is expected to benefit future quarters.

Persons: Holmes, Chris Holmes

☆ Goldman says these stocks could see a 'short squeeze' relief rally this earnings season
▼ + stars: | 2024-10-16 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Buyers purchase call options when they expect a stock's price to move higher. He set a Wall Street-high price target at $38, which implies 31.7% upside over Tuesday's close. Further down the list, Royal Caribbean carried a 4.9% short interest share compared with the float. RCL NCLH,CCL YTD mountain Royal Caribbean vs. Norwegian and Carnival, year to date CrowdStrike also made the cut with a 4.4% short-interest-to-float rate. The average price target reflects the potential for shares to add more than 7% in the year ahead.

Persons: Goldman Sachs, John Marshall, Goldman, Marshall, TD Cowen, William Kerr, LSEG, Morgan Stanley, Jamie Rollo, NCLH, CrowdStrike Organizations: Goldman, Industry, Royal Locations: Royal Caribbean, Miami

☆ We're raising our Morgan Stanley price target after a post-earnings stock surge to record highs
▼ + stars: | 2024-10-16 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Morgan Stanley shares soared to all-time highs Wednesday after third-quarter beats on the bank's top and bottom lines, with strength seen across the board. MS YTD mountain Morgan Stanley YTD Club stock Morgan Stanley was up 7.5%. Morgan Stanley outpaced expectations in just about every aspect of each operating division and put up very strong quarterly results in terms of firmwide key performance indicators. Given its 15.1% CET1 ratio, Morgan Stanley has plenty of excess capital at its disposal to both continue investing in growth and return excess capital to shareholders. Morgan Stanley Why we own it : We own Morgan Stanley for the rebound taking place in IPO and M & A activity along with growth in wealth management, which provides more durable fee-based revenues.

Persons: Morgan Stanley, Wells Fargo, Morgan Stanley's, Sharon Yeshaya, Morgan Stanley repurchased, Goldman Sachs, Ted Pick, Morgan, Yeshaya, That's, Eaton Vance, Jim Cramer's, Jim Cramer, Jim, Bing Guan Organizations: Revenue, LSEG, Morgan Stanley YTD, Investment, Bloomberg, Institutional Securities, Bank of Japan, CNBC, Getty Locations: Wells Fargo

☆ These 5 portfolio stocks outperformed the market's incredible run since our September Monthly Meeting
▼ + stars: | 2024-10-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We did hold onto our rate-sensitive names like Wells Fargo and Morgan Stanley , which were among the best performers since the last Monthly Meeting. Morgan Stanley: 16.2% Following the Fed's decision, shares advanced as investors became more optimistic about a soft landing for the U.S. economy. Morgan Stanley benefits from lower rates — and, in turn, a better economy — because it can usher in more Wall Street dealmaking such as initial public offerings and mergers and acquisitions. That's because the Club has been debating exiting Morgan Stanley altogether for a potentially better investment banking rebound play like Goldman Sachs. Morgan Stanley reiterated its buy-equivalent rating on Oct. 10, arguing that Eaton has a positive setup into earnings season.

Persons: It's, Wells, Morgan Stanley, Morgan, Goldman Sachs, Morgan Stanley's, Salesforce, Marc Benioff, Piper Sandler, Guggenheim, Meta, Eaton, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow Jones Industrial, Dow, Procter, Gamble, Meta, Fed, Northland Capital Markets, UBS, Citigroup, Analysts, JPMorgan, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: U.S, Wells Fargo, Salesforce, Eaton, Tuesday's, Northland

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom: Of course, we love the company's AI business — both its custom silicon solutions for companies such as Alphabet and its networking chips that help stitch data centers together. Stanley Black & Decker: Jim said that this stock is the "most significant beneficiary" from lower rates in the entire portfolio. 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.

Persons: Jim Cramer's, Jim, there's, Lisa Su, Wells, Salesforce, CrowdStrike, it's, we've, Walt Disney, —, Eaton, we're, Kamala Harris, Harris, Jim's, Linde, Eli Lilly, Lilly isn't, That's, Morgan Stanley, Goldman Sachs, D.A, Satya Nadella's, Palo, cybersecurity, Brian Niccol, We're, Stanley Black, Decker, TJX, Charlie Scharf, Wells Fargo's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple Intelligence, Abbott Laboratories, Devices, AMD, Nvidia, Broadcom, Apple, Federal Reserve, Costco Wholesale, Costco, Coterra, DuPont, Disney, ESPN, GE Healthcare, Democratic, Biden, Honeywell, Linde, Adobe, Microsoft, Davidson, Palo Alto Networks, Constellation Brands, Modelo, Corona, TJX, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: Wells Fargo, BlackRock, Dover, Eaton, China, U.S, Chipotle, New York City

The vast majority of analysts surveyed by FactSet hold a strong buy or buy rating on the stock. Despite its recent slowdown, analysts surveyed by FactSet have a consensus buy rating on the dominant e-commerce platform. Bullish voices on the stock include Goldman Sachs analyst Eric Sheridan, who recently reiterated a buy rating and $230 price target. JPMorgan's Anmuth is similarly positive on Amazon ahead of earnings, rating the stock overweight and saying it remains the favorite in the bank's firm's internet sector coverage. The consensus FactSet rating on Meta is buy, with an average price target of $604, suggesting just 2.3% potential upside.

Persons: Roundhill, —, selloff, Goldman Sachs, Kash Rangan, Nvidia's Blackwell, Brad Zelnick, Amit Daryanani, Daryanani, Apple's wearables, qtr, Tim Cook's, you'd, Morgan Stanley, Jensen, Blackwell, Biden, Tesla, enthusiam, Elon, Wells, Colin Langan, Department's, Doug Anmuth, Bank of America's Justin Post, Eric Sheridan, Sheridan, Goldman, Anmuth, Baird, Roth MKM, JPMorgan's Anmuth, Goldman's Sheridan, Meta's, — CNBC's Michael Bloom Organizations: Apple, Microsoft, Nvidia, Tesla, CNBC, Windows, Investment, Deutsche Bank, Justice Department, Blackwell, Bloomberg, Ford, General Motors, EV, Google, FactSet, Bank of America's, ISI, Walmart, Costco, eBay, Meta, Ray, Labs, Facebook, Temu, Goldman Locations: China, FactSet, ., Downside, U.S, Wells Fargo, American, Meta's Asia, Pacific

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