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☆ Here are Friday's biggest analyst calls: Amazon, VF Corp, Deere, Netflix, Rivian, Nvidia & more
▼ + stars: | 2023-04-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on the stock. "Our Buy rating is based on: 1) positive feedback from our proprietary Sleep survey that points to healthy underlying US volumes, 2) lingering pent-up demand due to US staffing shortages." William Blair reiterates Charles Schwab as outperform William Blair said it's standing by its outperform rating on the stock heading into earnings next week. Barclays reiterates Disney as equal weight Barclays said it sees slowing streaming growth heading into Disney earnings in early May. " Stifel reiterates Microsoft as buy Stifel said it's standing by its buy rating on Microsoft heading into earnings later this month.

☆ Here are Monday's biggest analyst calls: Tesla, Walmart, First Republic, Nikola, McDonald's & more
▼ + stars: | 2023-04-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Bernstein reiterates Tesla as underperform Bernstein said more price cuts are coming for Tesla. Morgan Stanley reiterates Walmart as overweight Morgan Stanley said its latest survey shows Walmart+ membership is at a record. UBS reiterates McDonald's as buy UBS said the fast food giant is extremely well positioned. UBS upgrades Regions Financial to buy from neutral UBS said in its upgrade of the regional bank that it likes the company's balance sheet. Northcoast upgrades McDonald's to buy from neutral Northcoast said it sees improved profitability for McDonald's .

☆ Apple Pay Later is more about making Apple Pay more convenient than trying to dominate the 'buy now, pay later' arena, analysts say
▼ + stars: | 2023-04-09 | by ( Sam Tabahriti | ) www.businessinsider.com time to read: +4 min

Apple Pay Later could help increase demand for iPhones, one analyst said. Jennifer Bailey, Apple's vice-president of Apple Pay and Apple Wallet, said the move was a response to consumer demand for flexible payment options. Enhancing the Apple ecosystemSelect users are being invited to use a prerelease version of Apple Pay Later, with plans to widen access later this year. Analysts say Apple Pay Later is more about increasing the convenience of Apple Pay and enhancing its ecosystem than an attempt to dominate the BNPL arena. Holubowskyj believes Apple has an opportunity to benefit from Apple Pay Later by increasing uptake of Apple Pay down the line as it expands into other markets.

☆ Stocks making the biggest moves midday: Costco, Bed Bath & Beyond, AMC, FedEx and more
▼ + stars: | 2023-04-06 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Costco — The wholesale retailer's shares dropped 2% after the company announced sales dipped 1.1% year over year in March. Bed Bath & Beyond — The stock tumbled 7% after the retailer proposed a stock split as it attempts to avoid bankruptcy. Analysts covering the stock welcomed the news, with Raymond James upgrading shares to outperform from market perform Thursday morning. Leslie's , Pool — Shares of pool company Leslie's popped 5.4%, while Pool gained 1%, after both names were upgraded by Loop Capital to buy from hold. Craig-Hallum downgraded the stock to hold from buy and Rosenblatt pulled its rating to neutral from buy following the guidance cut.

☆ Here are Thursday's biggest analyst calls: Netflix, Apple, Amazon, Microsoft, FedEx, Pinterest & more
▼ + stars: | 2023-04-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Raymond James upgrades FedEx to outperform from market perform Raymond James said and "undeniable" positive change is underway at the shipping giant. "We are initiating coverage of XPO, one of the largest less-than-truckload (LTL) carriers, in North America, with an Outperform rating and a $44 target price." "We are initiating coverage of Skyworks Solutions, with a Buy rating and $150 target price. Raymond James upgrades Wells Fargo to strong buy from outperform Raymond James said the banking giant is well positioned in the current environment. Raymond James initiates Pinterest as outperform Raymond James said it sees "steady user growth" for Pinterest.

☆ Goldman releases playbook for the end of Fed rate hikes and a bullish time for the market
▼ + stars: | 2023-04-03 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

It's time for investors to capture a rise in equities as markets price in the end of the Federal Reserve hiking cycle, Goldman Sachs said. Historically speaking, stocks have rallied in the months immediately following the end of prior rate hiking cycles, Goldman Sachs' David J. Kostin said in a Friday client note. Since 1983, the S & P 500 rose 8% on average in the three months after the end of rate hikes, and was up 5 out of 6 times, according to the note. The firm's year-end forecast of 4,000 in the S & P 500 suggests any rally will be limited, according to Kostin. Given this backdrop, Goldman Sachs recommended some high-margin growth stocks that could benefit.

☆ In times of crisis these stocks are a 'core holding,' analysts say
▼ + stars: | 2023-04-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

They include: Costco, Estee Lauder, Pacific Premier Bancorp, ON Holding and Phillips 66. Still, with Pacific Premier shares down 23% this year, Tenner said investors should take advantage of the buying opportunity. "Pacific Premier is, in our view, a long-term core holding for institutional investors," Tenner said. ... .We still view PSX as a long-term core holding in energy. PPBI is, in our view, a long-term core holding for institutional investors.

☆ Here are Tuesday's biggest analyst calls: Apple, Meta, Harley-Davidson, Exxon, Amazon, Roblox & more
▼ + stars: | 2023-03-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley upgrades Meta to overweight from equal weight Morgan Stanley said it sees a more "structurally" disciplined company. " Morgan Stanley upgrades Emerson Electric to overweight from neutral Morgan Stanley said shares of the multinational tech company are too attractive to ignore. Morgan Stanley reiterates Apple as overweight Morgan Stanley said Microsoft is a long-term threat to Apple that's worth watching. Morgan Stanley upgrades Harley-Davidson to overweight from equal weight Morgan Stanley said the stock is attractive at current levels. Morgan Stanley reiterates Exxon as overweight Morgan Stanley said it likes the oil and gas giant's robust "competitive positioning."

☆ These stocks are table-pounding buys as bank fears linger, analysts say
▼ + stars: | 2023-03-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Wall Street analysts unveiled a slew of must-own stocks this week even as bank and macroeconomic worries permeate the market. While some investors might be distracted by the ongoing financial turmoil, analysts say there are plenty of quality buying opportunities. They include: TrueCar, Apple, Progressive, Academy Sports and Prosperity Bancshares. Apple Morgan Stanley is doubling down on Apple shares. Apple shares are up almost 20% since the start of the year.

☆ Here are Monday's biggest analyst calls: Apple ,Tesla, First Republic, Roku, Sunrun, JPMorgan Chase & more
▼ + stars: | 2023-03-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +19 min

Baird upgrades Truist to outperform from neutral Baird said it sees an attractive risk/reward for the regional bank. "Regional bank risk/reward trade-off improving, and we would get more aggressive on the regional bank side, upgrading TFC to Outperform." Bank of America reiterates Alphabet as buy Bank of America said it's bullish on Alphabet's entry into AI. Bank of America reiterates Roku as buy Bank of America said it's standing by the stock in the wake of the Silicon Valley Bank collapse. "Regional bank risk/reward trade-off improving, and we would get more aggressive on the regional bank side, upgrading TFC to Outperform."

Silicon Valley Bank has long been considered the lifeblood for tech startups, providing traditional banking services while funding projects and companies deemed too risky for traditional lenders. For the Silicon Valley region, the troubles land at a particularly difficult time. As a large regulated bank, SVB has been viewed as a stabilizing force. Orn called SVB a "crown jewel of Silicon Valley" and a "strong franchise" that he expects to survive this difficult period and even potentially get acquired by a bigger bank. S&P lowered its rating on SVB to BBB- from BBB, leaving it just one notch above its junk rating.

☆ Here are Wednesday's biggest analyst calls: Apple, Procter & Gamble, Tesla, Spotify, AbbVie & more
▼ + stars: | 2023-03-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Morgan Stanley upgrades Sarepta to overweight from equal weight Morgan Stanley said it's bullish on the company's gene therapy drug, SRP-9001. Morgan Stanley reiterates Rivian as overweight Morgan Stanley said it's standing by its overweight rating on the EV maker after its earnings report on Tuesday, but says it's now a show-me story. Morgan Stanley reiterates Eli Lilly as top pick Morgan Stanley said the stock is best-in-class and that it's bullish on its diabetes drug, Mounjaro. Morgan Stanley names JD.com a catalyst driven idea Morgan Stanley said it's bullish heading into the China e-commerce company's earnings on March 9. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said it's standing by shares of Microsoft.

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☆ Here are Wednesday's biggest analyst calls: Tesla, Apple, Coinbase, Shopify, Pinterest, Nvidia & more
▼ + stars: | 2023-02-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We are upgrading shares of Shopify to BUY from Neutral, as we believe the > 20% selloff post earnings has created an attractive entry point." Morgan Stanley reiterates Home Depot and Walmart as overweight Morgan Stanley said it's standing by its overweight ratings on shares of Home Depot and Walmart after the company's reported earnings on Tuesday. Morgan Stanley also trimmed its price target on Walmart to $160 per share from $161. Morgan Stanley reiterates Apple as overweight Morgan Stanley said the tech giant remains underowned among large-cap institutional investors. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said expectations are "low" and "mixed" ahead of the company's earnings report.

☆ DA Davidson says this specialty truck stock can rally nearly 70%
▼ + stars: | 2023-02-16 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Custom Truck One Source , a provider of specialty trucks and custom equipment, has secular tailwinds that could help the stock even if the broader economy slides, DA Davidson said. Analyst Michael Shlisky initiated coverage of the stock at a buy. Shlisky's $12 price target implies the stock could rally 69% from where it closed Wednesday. Meanwhile, he said telecommunications, which is Custom Truck's second most-important sector, also has a long tailwind coming for similar reasons. While Shlisky said the stock is more levered than peers, he said it's not outrageously high to begin with and expects a downward trajectory.

☆ Top 10 things the Club is watching in the stock market Thursday: PPI hot, stocks drop, Cisco pops
▼ + stars: | 2023-02-16 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The PPI data comes two days after a slightly hotter-than-expected consumer price index for last month. Cloud communications platform Twilio (TWLO) finally makes the pivot to emphasize profitability and the stock gets rewarded ... up 9% early Thursday. 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Tim Cook's mysterious silence on ChatGPT is making Apple look out of touch
▼ + stars: | 2023-02-16 | by ( Emilia David | ) www.businessinsider.com time to read: +4 min

Apple CEO Tim Cook needs to balance AI development with its ongoing supply chain issues. Apple CEO Tim Cook himself has said that AI "will affect every product and service we have." Delivering an interesting AI product is not the only problem Apple needs to address. Apple faced supply chain issues in 2021, delaying the delivery of the iPhone 14 Pro after protests around Covid-19 shutdowns temporarily closed its Chinese manufacturing hubs. The company has talked about diversifying its supply chain process, which could take decades.

☆ Here are Thursday's biggest analyst calls: Apple, Tesla, Generac, Coinbase, Meta, Roku, Roblox & more
▼ + stars: | 2023-02-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: Bernstein reiterates Tesla as underperform Bernstein said Tesla sharers remain overvalued. Loop reiterates Apple as buy Loop said it sees attractive iPhone revenue upside for Apple. Canaccord upgrades Generac to buy from hold Canaccord said it sees "storm clouds breaking" for shares of Generac. JPMorgan reiterates Roku as overweight JPMorgan said it's standing by shares of Roku after the company's earnings results on Wednesday. " Bernstein reiterates Meta as outperform Bernstein kept its outperform rating on the social media giant and says it likes the company's "clear cost takeout plan."

Inflation data improved too, as growth in personal consumption expenditures slowed to 2.1% year over year from 2.3% in the prior quarter while the GDP price index, another inflation measure, decelerated to 3.5%. MSCI's all-country world index, a gauge of stocks in 47 countries, (.MIWD00000PUS) rose 0.62% to hit a fresh five-month high, while the dollar index rose 0.325%. "What Powell has pushed back on a lot is to not really think about lowering rates at all," Ragan said. "But they are willing to pause and hold rates at a high level for a certain period of time." The Dow Jones Industrial Average (.DJI) rose 0.31%, the S&P 500 (.SPX) gained 0.70% and the Nasdaq Composite (.IXIC) added 1.24%.

☆ Satya Nadella doesn't expect spending to be very strong for the next couple of years, says Gil Luria
▼ + stars: | 2023-01-24 | 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 EmailSatya Nadella doesn't expect spending to be very strong for the next couple of years, says Gil LuriaGil Luria, senior software analyst at DA Davidson, joins 'Power Lunch' to discuss expectations for Microsoft's earnings report, the payoff for Microsoft's investment in OpenAi in the short and long term, and the potential consequences of antitrust litigations against Google.

☆ Microsoft's investment into ChatGPT's creator may be the smartest $1 billion ever spent
▼ + stars: | 2023-01-06 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +7 min

Microsoft's $1 billion investment into OpenAI may be one of the shrewdest bets in tech history. OpenAI released AI bot ChatGPT and is in discussions to raise capital at a $30 billion valuation. "We believe Microsoft's investment in OpenAI will translate to significant underappreciated upside," Luria wrote. Investors may be souring on speculative tech but AI looks resilientThere is speculation that Microsoft may look to buy OpenAI. That suggests investors will still look to pile into the hottest AI companies, cementing the value of Microsoft's deal.

☆ Why Deere thinks satellites are the next big technology to invest in
▼ + stars: | 2023-01-03 | by ( Seema Mody | ) www.cnbc.com time to read: +3 min

John Deere's Chief Technology Officer Jahmy Hindman told CNBC the world's largest agriculture equipment player is in the process of finalizing a satellite partner. As to when satellites will become in use, Hindman said Deere is "right at the cusp" of solving the connectivity problem for farmers. With more money in the bank, farmers are expected to continue spending on agriculture equipment, where John Deere remains a leader. Gabelli Funds has been a longtime investor in the agriculture equipment maker and remains bullish. The big wild card: the ongoing war in Ukraine which has sent agriculture prices skyrocketing.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Hostess, Home Depot, Rivian, Netflix & more
▼ + stars: | 2022-12-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Atlantic Equities names Coca-Cola as a top 2023 pick Atlantic Equities said it sees "category momentum" for shares of the beverage giant. JPMorgan reiterates Apple as overweight JPMorgan cut its price target on Apple to $190 per share from $200 due to supply chain challenges concerns. JPMorgan names Amazon as a top 2023 pick JPMorgan said Amazon is the "most diversified mega-cap across revs/profit & has numerous large growth opportunities." JPMorgan resumes DuPont as overweight JPMorgan resumed coverage of the stock and said it sees several positive catalysts ahead. JPMorgan names Bank of America a top 2023 pick JPMorgan said it likes the stock due to a "lower share of nonprime consumer loans."

☆ 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.

☆ While Muddy Waters bets against dLocal, here are the other fintech stocks that short sellers are eyeing
▼ + stars: | 2022-11-18 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

While hedge fund Muddy Waters revealed a bet against payment processor dLocal , other short sellers appear to be eyeing several fintech companies. S3 Partners examined 66 stocks in the FINX fintech ETF for CNBC Pro and found $15.25 billion betting against the basket of stocks in total. Others might see structural headwinds for a company before it is fully reflected in the share price. Coinbase had a total of 27.53 million shares – or 18% of free-floating shares – betting against the share price. The fintech company, led by Twitter's co-founder Jack Dorsey, has seen its shares decline by 56.94% over this year.

☆ Analysts see one retailer winning this holiday and taking share as Target struggles
▼ + stars: | 2022-11-16 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

In contrast, Target reported an earnings miss Wednesday, with profit that fell by about 50% in its fiscal third quarter. "General merchandise softness continues to be linked to Covid-winner categories (CE, home, and apparel basics), although the category's performance also improved sequentially." Walmart's general merchandise sales fell at a low-single digit pace, its chief financial officer, John Rainey, said on the earnings conference call Tuesday. For Target, the softness in general merchandise is taking its toll. The retailer has made some progress clearing through its excess inventory, but the fiscal thir quarter brought higher-than-expected markdowns, Target said.

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