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☆ Bond yields and volatility are spiking. These ETFs should benefit
▼ + stars: | 2023-07-06 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Wall Street's glide toward higher stocks and falling bond yields was jolted into reverse Thursday, as surprisingly strong economic data sent bond yields soaring and stocks tumbling . For example, the iPath Series B S & P 500 VIX Short-Term Futures ETN (VXX) and the ProShares VIX Short-Term Futures ETF (VIXY) serve as bets that investor expectations of volatility will go up from here. The UVXY is designed to provide 1.5-times returns of the VIX short-term futures and was up about 8% in midday trading. Rising yields Profiting from rate spikes through bond funds can be a bit tricky. The biggest fund in that space is the iShares Floating Rate Bond ETF (FLOT) , which was little changed on Thursday.

Persons: PFIX, FLOT Organizations: Treasury, Dow Jones, US Treasury

☆ U.S. manufacturing jobs are coming back home — and these industrials stand to gain
▼ + stars: | 2023-06-22 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The Club's industrials are set to profit from a burgeoning trend of companies bringing manufacturing jobs back to the U.S. from overseas. As companies reconstruct supply chains in the wake of the Covid-19 pandemic, Mizuho analysts see a multiyear revenue benefit for Western industrials. But companies that enable manufacturing automation, including Emerson, follow closely behind as "core beneficiaries" of the reindustrialization cycle, according to Mizuho. Meanwhile, Mizuho pointed to Honeywell as one of the companies offering a more diversified way for investors to gain reshoring exposure. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Stanley Black, Decker, Mizuho, Wall, Emerson, Eaton, Hubbell, Emerson —, —, Reshoring, Frank Dellaquila, Rockwell, Jim Cramer's, Jim Cramer, Jim, Timothy Aeppel Organizations: Mizuho, Emerson, Honeywell International, Honeywell, Emerson Electric, Stanley, Western, National, Rockwell Automation, Citigroup, Citi, Caterpillar, Linde, LIN, U.S . Companies, Taiwan Semiconductor Manufacturing Company, CAT, CNBC, Workers, Emerson Electric Co Locations: U.S, North Carolina, Mizuho, Marshalltown , Iowa

☆ Safran nears $1.8 billion deal to acquire Raytheon's flight controls unit
▼ + stars: | 2023-06-14 | by ( David Carnevali | ) www.reuters.com time to read: +2 min

June 14 (Reuters) - French aerospace engine maker Safran SA (SAF.PA) is nearing an approximately $1.8 billion deal to acquire a Raytheon Technologies Corp (RTX.N) unit that makes flight controls for aircraft, helicopters and missiles, according to a person familiar with the matter. Safran may reach a deal to acquire Raytheon's actuation business that makes flight controls as early as this week, the source said, asking not to be identified because the matter is confidential. Spokespeople for Safran and Raytheon did not immediately respond to requests for comment. Safran said on June 5 it was participating in a "competitive process" for Raytheon's flight controls business, without commenting on the chances of an agreement or the terms of a deal. The Raytheon business will strengthen Safran's ties with Airbus SE (AIR.PA), since it sells into many of its commercial aircraft and has some operations in France.

Persons: Safran, Parker, Spokespeople, Olivier Andries, Rockwell Collins, Greg Hayes, David Carnevali, Louise Heavens Organizations: Safran SA, Raytheon Technologies Corp, Raytheon, United Technologies, Moog Inc, Eaton Corp, Woodward Inc, Hannifin, Bloomberg News, Safran's, French, Zodiac Aerospace, Airbus, U.S ., Rockwell, Collins Aerospace, Thomson Locations: France, New York

☆ Reshoring is an emerging trend, earnings calls show — A UBS analyst gives his top pick
▼ + stars: | 2023-05-09 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

This earnings season there was a lot of chatter about reshoring — and for UBS, Eaton stands out as the winner of the trend. Government incentives and supply chain security are among the reasons corporate America is jumping on board the booming reshoring trend , which means returning operations to companies' original country from overseas. Reshoring mentions were up 104% year over year during the latest round of earning reports, Bank of America wrote in a note Monday. "They have the broadest set of touchpoints throughout the reshoring process," UBS analyst Chris Snyder said. The U.S. reshoring projects announced so far should drive 3% to 6% market growth for the nation's electrical market over the next five to seven years, essentially doubling its previous growth, Snyder calculated.

☆ A solid start to earnings season will be put to the test in the week ahead
▼ + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.

☆ What bear market? These stocks are trading at all-time highs
▼ + stars: | 2023-03-09 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

As the market struggles to break out of its bear market, there are several stocks that have already soared to all-time highs this year. Here are the S & P 500 stocks that have broken out to all-time highs this year as the rest of the market stagnates. On Monday, Progressive traded at all-time highs dating back to its initial public offering in 1971. Meanwhile, on Monday, W.W. Grainger traded at all-time high levels back to when it began trading in 1967. Also on Monday, power management company Eaton hit all-time highs dating back to its July 1923initial public offering.

☆ Here are Friday's biggest analyst calls: Apple, Tesla, Alphabet, Kroger, Meta, Silvergate, UPS & more
▼ + stars: | 2023-03-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Morgan Stanley reiterates Apple as a top pick Morgan Stanley said it sees a "catalyst rich event path" for the tech giant. Morgan Stanley names Alphabet, Amazon and Meta top AI picks Morgan Stanley named Alphabet, Amazon and Alphabet as top picks and said AI is at an inflection point. Barclays reiterates Alphabet as overweight Barclays said it's standing by its overweight rating on the stock but sees it range-bound for the foreseeable future. Morgan Stanley reiterates Eaton as a top pick Morgan Stanley said it sees several cyclical growth drivers for the multination power management company. Morgan Stanley names Eli Lilly as a catalyst driven idea Morgan Stanley named Eli Lilly as a catalyst driven idea, saying that the stock "levered" to a likely positive outcome from upcoming obesity drug trials.

☆ Did investors learn nothing from last year’s market meltdown?
▼ + stars: | 2023-02-05 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

Shares of movie theater chain AMC (AMC) have soared nearly 65% so far in 2023, and AMC (AMC)’s companion preferred stock (which trades under the ticker APE as a nod to the nickname AMC (AMC) fans have given themselves on social media) has more than doubled. So did investors learn nothing from last year’s market meltdown? I don’t agree with this market rally in meme stocks,” said Erik Ristuben, chief investment strategist with Russell Investments. Another strategist agrees this recent rally for meme stocks and other speculative bets may not end well. If they’re upbeat about spending, that could keep the rally in consumer stocks going.

☆ A flurry of earnings reports, Fed rate hike, signs of a bull market
▼ + stars: | 2023-02-04 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Earnings season continues next week, with Club holdings Linde (LIN), Emerson Electric (EMR) and Walt Disney (DIS) all set to report. Similarly, shares of Meta Platforms (META) have surged over 20% since CEO Mark Zuckerberg reassured investors Wednesday evening that 2023 would be the technology giant's "year of efficiency." The bull case is further supported by continued signs inflation is easing, a still-robust job market and the breadth of market-buying activity since the start of the year. Lastly on Wednesday, the Fed's Federal Open Market Committee raised the federal funds rate by 25 basis points, in line with expectations. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Platinum prices are soaring. These buy-rated stocks with upside could be a way to cash in
▼ + stars: | 2023-01-10 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Prices of platinum , which is used in everything from jewelry to fuel cells, are soaring. The Aberdeen Standard Platinum Shares ETF , the GraniteShares Platinum Trust and the iPath Series B Bloomberg Platinum Subindex Total Return ETN are among the funds that track the metal. The Aberdeen Standard Platinum Shares ETF, for instance, rose 10% — jumping over 20% in the last six months alone. It has the highest buy rating — from more than 75% of analysts — according to FactSet. Analysts give Glencore an average 17% upside to its current share price, according to FactSet data.

☆ Analysis: Wood’s ARK slammed by higher interest rates in 2022 along with other growth funds
▼ + stars: | 2022-12-27 | by ( David Randall | ) www.reuters.com time to read: +4 min

The ARK Innovation Fund has lost around 67% year to date, more than tripling the decline of the S&P 500 index (.SPX). With the S&P 500 on pace for its biggest annual decline since the Great Financial Crisis, few funds are likely to escape 2022 unscathed. Wood's fund ranked 3,544 among all 3552 actively-managed U.S. equity mutual funds tracked by Morningstar. The worst performing fund of the year, by comparison, was the Voya Russia fund, which is down 92% for the year to date. CRASH LANDINGOther funds that soared in recent years on the backs of large bets on technology stocks fell on hard times in 2022.

☆ Cramer talks about some hot industrial stocks, and how we're playing Wall Street's pivot from tech
▼ + stars: | 2022-12-04 | by ( Jim Cramer | ) www.cnbc.com time to read: +9 min

The Dow Jones Industrial Average has done so much better than the average semiconductor company, or even the above-average enterprise software company that it's insane that we even focus on some of the latter. The 600 companies formed in the last two years rent too much of your brain space even in passing. What enterprise software company can say that? 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.

☆ What Cramer is watching Wednesday — Fed day, AMD signs of life, China hits Estee Lauder
▼ + stars: | 2022-11-02 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

While missing lowered expectations in the third quarter, Club holding AMD did see a year-over-year revenue growth. Club holding Estee Lauder (EL) beats on fiscal first-quarter earnings and matches on revenue. Club holding Devon Energy (DVN): Very strong quarter . Club holding Humana (HUM) sees membership growth. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

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