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☆ Watch CNBC's full interview with Evercore's Omar Saad and Sam Poser of Williams Trading
  + stars: | 2022-12-19 | 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 Evercore's Omar Saad and Sam Poser of Williams TradingOmar Saad with Evercore ISI and Sam Poser of Williams Trading join 'Power Lunch' to share competing opinions on Nike's market performance ahead of the company's earnings report.
☆ Here are Friday's biggest analyst calls: Apple, Amazon, Meta, Nvidia, Carvana, Delta, Walmart & more
  + stars: | 2022-12-16 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Evercore ISI names Apple as a top pick in 2023 Evercore said it sees 2023 as a "moonshot" year for Apple. MKM names Walmart a top 2023 pick MKM said it sees further share gains for Walmart in 2023. " JPMorgan names Eli Lilly a top 2023 pick JPMorgan said Eli Lilly is "best-in-class." Canaccord names Yeti and Traeger top 2023 picks Canaccord says Yeti should hold up well in a recessionary environment. YETI Holdings (YETI : BUY, $58 PT): We believe the core YETI consumer should hold up relatively better in a recession as it skews a bit higher end.
☆ Jim Cramer's top 10 things to watch in the market Friday: More selling, Estee Lauder, Meta Platforms
  + stars: | 2022-12-16 | by ( Jim Cramer | ) www.cnbc.com   time to read: +3 min
Atlantic Equities expects growth at Club holding Estee Lauder (EL) to reaccelerate as China relaxes Covid restrictions. JPMorgan names AbbVie (ABBV) and Club holding Eli Lilly (LLY) as best in class and top picks in biopharma for 2023. Club holding Apple (AAPL) named a top tech pick at Evercore ISI. Barclays raises price target on General Electric (GE) to $96 per share from $92 ahead of the health-care spin-off. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
☆ Buy semiconductors between now and February, before it bottoms in spring, says Evercore's Muse
  + stars: | 2022-12-15 | 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 EmailBuy semiconductors between now and February, before it bottoms in spring, says Evercore's MuseC.J. Muse, Evercore ISI, joins 'Closing Bell' to offer his playbook for the semiconductor sector.
☆ Here are Thursday's biggest analyst calls: Tesla, Amazon, Nike, Nio, Verizon, Disney, Snap & more
  + stars: | 2022-12-15 | by ( Michael Bloom | ) www.cnbc.com   time to read: +9 min
Guggenheim names Nike a top 2023 pick Guggenheim said Nike's brand remains "healthy and strong." Bank of America names Amazon a top 2023 pick Bank of America said Amazon is a "share gainer" that will continue in 2023. " Morgan Stanley upgrades Verizon to overweight from equal weight Morgan Stanley said Verizon shares are "historically" attractive. Morgan Stanley downgrades AT & T to equal weight from overweight Morgan Stanley said it sees a more balanced risk/reward. Morgan Stanley downgrades Lockheed Martin to equal weight from overweight Morgan Stanley said it sees more "limited upside" for shares of the defense company. "
☆ Where Walmart CEO Doug McMillon expects inflation to stick around into 2023
  + stars: | 2022-12-15 | by ( Frank Holland | In | ) www.cnbc.com   time to read: +3 min
Retail sales slumped on Thursday even though the latest data on consumer prices earlier this week showed a cooling. Grocery sales, responsible for 56% of Walmart's revenue, is a key inflation read for the McMillon and company. McMillon's comments came after November CPI report that showed consumer prices rose 7.1% year over year, which was below estimates, but before the retail sales decline posted on Thursday. "But dry groceries, consumables is where we're seeing the most stubborn and persistent inflation, mid double-digit inflation. McMillon said Walmart is continuing to look for new technology to maintain inventory and increase the speed of its e-commerce business.
☆ Macro trends decelerating, so find companies that have taken out costs, says Evercore's Mahaney
  + stars: | 2022-12-15 | 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 EmailMacro trends decelerating, so find companies that have taken out costs, says Evercore's MahaneyMark Mahaney, Evercore ISI, joins 'Power Lunch' to discuss what's setting Netflix up for a strong start in 2023, how crucial content is to Netflix's ad-tier plans and Mahaney's thoughts on Uber and Wix.
☆ Stocks making the biggest moves midday: Netflix, Snap, Warner Bros. Discovery, AT&T, Novavax and more
  + stars: | 2022-12-15 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Netflix — Netflix tumbled more than 9% following a report from Digiday that said the streaming stock's early-stage advertising business is missing viewership targets. Verizon , AT&T — The communication technology stock added 1% after Morgan Stanely upgraded it to overweight from equal weight, saying its shares were attractive compared with historical levels. AT&T shares fell more than 2% following a separate downgrade from Morgan Stanley that cited the stock's recent outperformance. Madison Square Garden Entertainment — Shares rose more than 2% after Morgan Stanley upgraded the stock to equal weight from underweight. Lockheed Martin — Shares dropped 1.5% after Morgan Stanley downgraded the stock from overweight to equal weight, saying its outperformance should somewhat cool in 2023.
☆ No Santa rally. Stocks could soon retest their lows, strategists and analysts say
  + stars: | 2022-12-15 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +6 min
But, it also forecast a higher terminal rate — or end point for its rate hikes — of 5.1%. I think the market was going retest the lows anyway, mainly because market bottoms mostly have retests," he said. Stovall said the market could see a slight Santa rally at the end of the month, going into the beginning of January. Many Wall Street strategists expect a choppy start of 2023, with a test of the lows, then improvement in the second half. Sohn said there's still a chance for a Santa rally, but he expects it may have already happened.
☆ Homebuilder bullfight: Lennar vs. Meritage Homes
  + stars: | 2022-12-13 | 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 EmailHomebuilder bullfight: Lennar vs. Meritage HomesKenneth Zener, equity research analyst with Keybanc Capital Markets, and Stephen Kim, homebuilder sector analyst with Evercore ISI, join 'Power Lunch' to discuss the relative merits of Lennar and Meritage Homes.
☆ Top tech analyst Mark Mahaney gives his best 2023 internet stock comeback plays
  + stars: | 2022-12-12 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Despite a painful year for internet stocks, opportunities in the beaten-up sector are plentiful for investors positioning for a recovery, according to top tech analyst Mark Mahaney. Similarly, Mahaney views the company's cheaper ad-supported tier as a slightly recession-protective offering that can also drive a reacceleration in revenue growth. Heading into the new year, Mahaney also likes Uber , with the firm's price target suggesting shares can nearly triple from Friday's close. Mahaney also named Booking Holdings among his top internet picks, highlighting the company's roughly $1.1 trillion total addressable market opportunity and "asset-light" business model. Booking shares have tumbled about 16% this year.
☆ Here are Monday's biggest analyst calls: Apple, Netflix, Disney, Microsoft, Robinhood, Gap & more
  + stars: | 2022-12-12 | by ( Michael Bloom | ) www.cnbc.com   time to read: +9 min
Stifel names Microsoft a top 2023 pick Stifel said it likes Microsoft's "strong product portfolio" for 2023. Goldman Sachs downgrades Ulta to neutral from buy Goldman said in its downgrade of the stock that it sees difficult comps. Evercore ISI names Netflix a top idea for 2023 Evercore said it sees "robust revenue growth" for Netflix in 2023. " Goldman Sachs upgrades Gap to buy from neutral Goldman said in its upgrade of the stock that it sees accelerated earnings growth. Cowen names Take-Two a top 2023 pick Cowen said the video game maker has a great "long-term track record."
☆ Here are Thursday's biggest analyst calls: Amazon, Chevron, Chipotle, Lowe's, Hershey, AT&T & more
  + stars: | 2022-12-08 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Wall Street's biggest calls on Thursday: Bank of America reiterates Chevron as buy Bank of America said it's standing by its buy rating on the oil and gas giant after it announced its 2023 capital budget on Wednesday. JPMorgan upgrades Vulcan Materials to overweight from neutral JPMorgan said risks for the construction materials company are already priced in. UBS initiates Shopify as sell UBS said it's concerned about increasing competition. UBS upgrades Hershey to buy from neutral UBS said it's becoming bullish on the chocolate and candy maker's long-term growth. Bank of America reiterates Lowe's as buy Bank of America said shares of Lowe's remain attractive.
☆ Fed Chair Powell is having a communication problem with the market
  + stars: | 2022-12-07 | by ( Jeff Cox | ) www.cnbc.com   time to read: +6 min
No matter what Federal Reserve Chairman Jerome Powell tells market participants these days, it seems they only hear the good stuff. Two recent examples: First in July, when Powell hinted that smaller interest rate hikes could be on the way. Chair Powell is really trying to message the fact that the fed funds rate has to be restrictive to tamp down inflation. A month and a half later, Powell delivered an uncharacteristically terse speech at the Fed's annual Jackson Hole, Wyoming summit. One more chance So Powell heads into next week's Federal Open Market Committee meeting with another opportunity to set the market straight.
☆ Bank of America sees a super volatile year ahead but has 2 stock-buy strategies so you can sleep at night
  + stars: | 2022-12-06 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
"We expect another volatile year and recommend owning High Quality stocks … But today's High Quality stocks look different than a few years ago (e.g. The oil refiner posted third-quarter earnings and revenue that beat Wall Street's expectations in October. The health insurer beat analysts' expectations with its third-quarter earnings report in November. Walmart's strength in its third-quarter earnings came from its food business, which is bigger than Target's. Walmart's per-share earnings beat expectations , while Target reported a third-quarter earnings miss and profit that fell by about 50%.
☆ iPhone maker Foxconn reports slump in revenue after unrest and Covid outbreak at key China plant
  + stars: | 2022-12-05 | by ( Arjun Kharpal | ) www.cnbc.com   time to read: +2 min
Foxconn workers at Taiwanese firm's Zhengzhou, China factory, walked out over a pay dispute with the company. The Zhengzhou factory is estimated to account for more than 70% of Apple's global assembly of iPhones. Foxconn, the world's largest contract electronics maker, on Monday reported a sharp drop in November revenue after the company struggled with a Covid outbreak and worker unrest at the world's biggest iPhone factory in China. In a bid to entice workers back to the factory, Foxconn announced a round of bonuses last month. Investors will now be watching for any impact on Apple , given its reliance on the Zhengezhou factory for global iPhone production.
☆ CNBC Pro Talks: Evercore's Mark Mahaney finds bargains in big tech and answers your questions
  + stars: | 2022-12-02 | by ( Yun Li | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Evercore's Mark Mahaney finds bargains in big tech and answers your questionsEvercore ISI analyst Mark Mahaney sat down with CNBC Pro to share the tech names he is looking at going into 2022. He also breaks down what stocks he views in the travel space that could do well, even in a possible recession.
☆ Here are Friday's biggest analyst calls: Apple, Amazon, Tesla, DoorDash, Disney, Zillow & more
  + stars: | 2022-12-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Piper Sandler reiterates Amazon as outperform Piper said it's "more positive on the out-year opportunity" after attending the most recent Amazon Web Services conference in Las Vegas. Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by shares of Apple and that it sees no evidence of demand destruction. Morgan Stanley reiterates Hostess as overweight Morgan Stanley said after a meeting with Hostess management that it sees multiple growth drivers for the maker of Twinkies. Morgan Stanley reiterates Rocket Lab as overweight Morgan Stanley said investors should buy the dip in shares of the space satellite company. Morgan Stanley reiterates FedEx as equal weight Morgan Stanley said it's staying cautious and has low visibility heading into FedEx earnings later this month.
☆ Fed Chair Powell sounded more optimistic about a soft landing, says Evercore's Krishna Guha
  + stars: | 2022-12-01 | 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 EmailFed Chair Powell sounded more optimistic about a soft landing, says Evercore's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins CNBC's 'Squawk Box' to discuss markets following new comments from Federal Reserve Chair Jerome Powell.
☆ Family Dollar is a mess. It hopes lowering prices will help
  + stars: | 2022-12-01 | by ( Nathaniel Meyersohn | ) edition.cnn.com   time to read: +3 min
New York CNN Business —Family Dollar has lost ground in the dollar store race for years. “Family Dollar, from a pricing perspective, is in the best position in more than a decade.”The strategy appears to be working so far: Last quarter, foot traffic to Family Dollar stores increased for the first time in three years. Dollar Tree bought Family Dollar in 2014 for almost $9 billion, but these problems started before the acquisition, according to analysts. Some Wall Street investors have pressed Dollar Tree to sell Family Dollar. And new “H2” Family Dollar stores showcasing special Dollar Tree $1.25 merchandise sections and more freezers and refrigerators than traditional Family Dollar stores.
☆ Top tech analyst Mark Mahaney says this travel stock should weather a slowdown in demand
  + stars: | 2022-12-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Evercore ISI's Mark Mahaney views Booking Holdings as one of the best-positioned stocks to weather a slowdown in travel demand heading into 2023. Wall Street is preparing for a slowdown in travel over the coming months following a record-breaking summer stemming from pent-up demand during the pandemic. Despite this backdrop, Mahaney views many travel businesses more favorably than other digital companies that benefitted from Covid-19 tailwinds and must now cut costs amid a weakening macro environment. "Travel companies cut costs way early on, so they already go into this softening environment with lean and mean cost structures," Mahaney said. Against this backdrop, Mahaney also likes Airbnb , but views Booking as a more favorable travel play because it's less expensive.
☆ Travel companies cutting costs early makes them attractive, says Evercore's Mark Mahaney
  + stars: | 2022-12-01 | 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 EmailTravel companies cutting costs early makes them attractive, says Evercore's Mark MahaneyMark Mahaney, Evercore ISI, joins 'Closing Bell' to discuss the latest in travel trends and his outlook for travel stocks in the next year.
☆ Elon wants to go to war with Apple. History suggests it's probably not going to make a difference.
  + stars: | 2022-11-30 | by ( Diamond Naga Siu | ) www.businessinsider.com   time to read: +6 min
Elon Musk isn't the first — or necessarily most powerful — exec to take on Apple's App Store fees. Industry insiders from developers to CEOs have long decried the 30% fee, dubbed the "App Store tax." At the same time, Musk's riches and influence may not be enough to turn the tide and get Apple to relent. A high-profile lawsuit, global regulators, and major companies have all tried changing Apple's app payment systems with little success. Regulatory bodies in the United States, Australia, Japan, South Korea, Russia, and other countries with significant iPhone users have also set their sights on Apple's App Store payment structures.
☆ How to play the beaten-up EV stocks from here — Evercore ISI sees one doubling next year
  + stars: | 2022-11-30 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
Electric vehicle stocks have had a tough year, but don't count them out just yet, according to Evercore ISI. Analyst Chris McNally said the past year has been a much-needed expectation reset for nascent EV players, such as Fisker , Rivian Automotive , and Lucid Group . Each has separate, premium "go-to-market" niches within the growing EV market, he said. "Then we would begin to see vertical integration & branding advantages take charge," McNally wrote. Lucid Lucid epitomizes an aspirational EV, McNally said.
☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, Amazon, Blackstone, Carvana, Netflix & more
  + stars: | 2022-11-30 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Wednesday's biggest calls on Wall Street: Morgan Stanley adds Blackstone to the financials' finest list Morgan Stanley added the investment bank and private equity firm to its top pick list and said it sees a compelling entry point. Bank of America downgrades Carvana to neutral from buy Bank of America said it has "liquidity and cash burn concerns." "We are reinstating coverage of XPO with a Neutral rating following a period of restriction. Bank of America reiterates Amazon as buy Bank of America attended Amazon's AWS Re:Invent conference and said Amazon Web Services ecosystem "remains strong." Morgan Stanley reiterates Lowe's as overweight Morgan Stanley said the home improvement retailer is in a "strong fundamental position."
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