DIRS.INFO The most relevant business & tech news

☆ Here’s a rapid-fire update on all 35 stocks in our portfolio, including a new industrial
▼ + stars: | 2023-11-15 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

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. Honeywell International (HON): This is the most undervalued stock in our portfolio, Jim said. In a diversified stock portfolio, Jim said there's always room for high-quality companies like P & G, which also has a track record of raising its dividend. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. 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.

Persons: Jim Cramer's, Jim, Bausch, That's, Dupont De Nemours, Dupont, Danaher, Walt Disney, Estee Lauder, Locker, Vimal Kapur, we're, We've, we've, Linde, Eli Lilly, Eli, hasn't, Mark Zuckerberg, Meta's, Zuckerberg, Morgan Stanley, Morgan Stanley's, Ted Pick, James Gorman, he's, there's, Patience, Stanley Black, Decker, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Amazon Web Services, Broadcom, VMWare, Bausch Health, Caterpillar, Costco Wholesale, Coterra Energy, Disney, Eaton Corp, Emerson, Ford, Union Auto Workers, GE Healthcare Technologies, General Electric, GE, Management, Google, YouTube, Honeywell International, Honeywell, Linde, LIN, Reality Labs, Microsoft, Nvidia, U.S, Oracle, Palo Alto Networks, Procter & Gamble, Starbucks, Constellation Brands, Corona, Modelo, Stanley, TJX, Wynn Resorts, WYNN, Trust Locations: China, India, Salesforce's, redeploy

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Disney, Microsoft, AMD, Amazon, Adobe & more
▼ + stars: | 2023-11-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley downgrades Freyr Battery to equal weight from overweight Morgan Stanley said the battery maker faces "significant challenges." Barclays upgrades Fortrea to overweight from equal weight Barclays said in its upgrade of the health contract research company that it sees improved bookings. Barclays upgrades Mosaic and Nutrien to overweight from underweight Barclays upgraded several potash and aggriculture companies and said a compelling entry point. " Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's standing by its overweight rating on shares of Tesla . Barclays reiterates Disney as equal weight Barclays said it's having trouble finding upside for Disney shares.

Persons: Wells, Needham, Docebo, Morgan Stanley downgrades Freyr, Morgan Stanley, FREY, Andrew Stanleick, Bernstein, Redburn, Goldman Sachs, Goldman, it's, Baird, Kraft Heinz, Miguel Patricio, " Roth, Marvell, Roth, Tesla, laggards, Evercore, TD Cowen, Cowen, We've Organizations: Microsoft, TAM, Deutsche Bank, Deutsche, UBS, Barclays, Mosaic, NTR, ICL, OW, UW, JPMorgan, Apple, Nvidia, Aspen Technology, Kraft, Marvell Technology, Devices, Tesla, Adobe, Disney Locations: BeautyHealth, U.S

☆ Stocks making the biggest moves midday: Datadog, Re/Max, Planet Fitness, Tripadvisor and more
▼ + stars: | 2023-11-07 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Revenue was $547.5 million, topping the $524.7 million expected. Planet Fitness — Shares rallied 12.4% after the gym chain topped expectations for both earnings and revenue for the third quarter. Vivid Seats beat analysts' expectations for third-quarter revenue, while also offering strong guidance on the measure for 2023 and 2024. Tripadvisor — Shares of the travel website operator jumped 9.5% after the company beat third-quarter earnings and revenue expectations. Hims & Hers Health also raised its full-year guidance and announced a $50 million share repurchase program.

Persons: Max —, Morgan Stanley, Max, StreetAccount, Tripadvisor, Sanmina, Goldman Sachs, D.R, Horton —, — CNBC's Pia Singh, Tanaya Macheel, Sarah Min, Alex Harring, Jesse Pound Organizations: StreetAccount, Revenue, National Association of Realtors, BioMarin Pharmaceutical, Reuters, Elliott Investment Management, BioMarin, Air Products, Chemicals, UBS, Credit Suisse Locations: Swiss

Market analysts say an array of factors have combined to force up Treasury yields. As a result, higher Treasury rates may be needed to attract more buyers. That suggests that Treasury yields may stay unusually high even if the Fed keeps its own benchmark rate on hold. Many business and consumer loan rates might, in turn, also stay high, helping keep a lid on economic growth and inflation. Wall Street traders foresee a 98% probability that the Fed will leave interest rates unchanged Wednesday, according to the CME FedWatch Tool.

Persons: Jerome Powell, Powell, ” Powell, “, Goldman Sachs, reacceleration, ”, Alan Blinder, Blinder, ” Blinder Organizations: WASHINGTON, Federal, Fed, Treasury, Wall, Goldman, Princeton University, Associated Press, American Academy of Political, Social Science Locations: Wall, COVID, Washington

☆ Microsoft could be having its 'iPhone moment' this week that sends the stock soaring over time, says Piper Sandler
▼ + stars: | 2023-10-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Microsoft may be on the brink of a watershed moment equivalent to Apple 's 2007 iPhone launch, according to Piper Sandler. MSFT YTD mountain Microsoft shares since the start of 2023 The comments from Bracelin come as the software giant readies to launch its Copilot artificial intelligence subscription service offering Wednesday. The tool, first announced in July, adds AI capabilities to Office product for an additional $30 a month. While AI investments only garnered half a billion in revenue last quarter, Microsoft's broad AI ambitions could add $10 billion in revenue to by 2025 and $100 billion longer term, according to Bracelin's projections. This "first-mover AI advantage," coupled with expectations for a reacceleration in double-digit top-line growth, support the current premium for shares.

Persons: Piper Sandler, Brent Bracelin, Bracelin, — CNBC's Michael Bloom Organizations: Microsoft, Apple, MSFT Locations: That's

☆ Asia stocks mull over Middle East, central bank meetings
▼ + stars: | 2023-10-30 | by ( Wayne Cole | ) www.reuters.com time to read: +5 min

The earnings season also continues with Apple, Airbnb, McDonald's, Moderna and Eli Lilly & Co among the many reporting this week. Early on Monday, S&P 500 futures had edged up 0.3% to 4,151, while Nasdaq futures added 0.5%. Japan's Nikkei (.N225) fell 1.1% amid speculation the Bank of Japan (BOJ) might tweak its yield curve control (YCC) policy after its two-day policy meeting wraps up on Tuesday. The Bank of England is also expected to stay on hold this week, with markets pricing around a 70% chance it is done tightening altogether. Oil prices eased as worries about demand outweighed risks to Middle East supplies, at least for the moment.

Persons: Issei Kato, BoE, BOJ, Eli Lilly, China Evergrande, Treasuries, Goldman Sachs, reacceleration, Brent, Wayne Cole, Jamie Freed Organizations: REUTERS, Nikkei, Apple, Moderna, Nasdaq, HK, Japan's Nikkei, Bank of Japan, Barclays, Treasury, NatWest, Federal Reserve, Bank of England, Capital, Thomson Locations: Tokyo, Japan, U.S, Gaza, payrolls SYDNEY, United States, Britain, McDonald's, Gaza's, Iranian, Asia, Pacific, China, Israel, East

☆ Top Wall Street analysts remain optimistic about these five stocks
▼ + stars: | 2023-10-29 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +7 min

To that end, here are five stocks favored by Wall Street's top analysts, according to TipRanks, a platform that ranks analysts based on their past performance. Mahaney reiterated a buy rating on NFLX stock with a price target of $500. Baird analyst Colin Sebastian recently initiated a buy rating on CART stock with a price target of $31. SLBOilfield services company SLB (SLB), formerly Schlumberger, recently reported better-than-expected third-quarter adjusted earnings. Calling SLB a structural winner, particularly during pullbacks, Mehta reiterated a buy rating on the stock with a price target of $65.

Persons: Dado Ruvic, Wall, Mark Mahaney, Mahaney, TipRanks, roadmaps, Harlan Sur, Sur, Baird, Colin Sebastian, Sebastian, Instacart, SLB, Goldman Sachs, Neil Mehta, Mehta, Tesla Organizations: Reuters, Netflix, Nvidia, JPMorgan, TipRanks, Schlumberger, Saudi Aramco, United Arab Locations: Saudi, United Arab Emirates, Qatar

☆ Here are Friday's biggest analyst calls: Apple, Intel, Rivian, ResMed, Amazon, Enphase, Southwest & more
▼ + stars: | 2023-10-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

JPMorgan initiates TKO Group as overweight JPMorgan said the WWE and UFC combo company is a "sports champion." Bank of America downgrades Hasbro to neutral from buy Bank of America downgraded the toymaker after its earnings report on Thursday. " HSBC upgrades Intel to hold from sell HSBC upgraded Intel after its earnings report on Thursday. TD Cowen downgrades Southwest to market perform from outperform TD downgraded the stock after its "tough" earnings report on Thursday. " Goldman Sachs reiterates Amazon as buy Goldman said the stock remains attractive after its earnings report Thursday.

Persons: Cantor Fitzgerald, Rivian, Cantor, Stifel, we've, JPMorgan, Morgan Stanley, Piper Sandler downgrades, Piper, Guggenheim, Raymond James, Roblox, TD Cowen, TD Cowen downgrades Hershey, it's bullish, Wells, Goldman Sachs, Goldman Organizations: Dominion, WWE, UFC, " Bank of America, Hasbro, Bank of America, Products, Energy, JPMorgan, HSBC, Intel, Inc, Deutsche Bank, Deutsche, Griffon Corp, Management, Hershey, BMO, Merck, Citi, Cisco, JPMorgan downgrades, Apple, of America

☆ Amazon shares jump as analysts praise third-quarter results
▼ + stars: | 2023-10-27 | by ( Ashley Capoot | ) www.cnbc.com time to read: +2 min

Shares of Amazon jumped more than 6% Friday after the company released third-quarter earnings that beat analysts' estimates and showed the company's cost-cutting efforts are working. The company's net income more than tripled to $9.9 billion, or 94 cents a share, from $2.9 billion, or 28 cents a share, a year earlier. Amazon reported an operating margin of 7.8%, the highest since it reached a record of 8.2% in the first quarter of 2021. The company's operating margin for the third quarter marks a significant increase over the 2% margin it reported a year ago. Blair analysts said Amazon "handily" beat expectations for the quarter and saw real improvement in operating income growth.

Persons: Andy Jassy, Jassy, Blair, Amazon, Goldman Sachs, — CNBC's Michael Bloom, Annie Palmer Organizations: Amazon, Wall Street, Jefferies, AWS, CNBC

Microsoft's chief financial officer Amy Hood said on a conference call with analysts that higher-than-expected AI consumption was responsible for a 3 percentage point boost to its cloud business. Alphabet has prioritized snaring AI startups as customers for its cloud division, while Microsoft has relied on its existing relationships to secure larger customers. Azure revenue rose 29%, higher than a 26.2% growth estimate from market research firm Visible Alpha. RBC Capital Markets has previously estimated that Microsoft will clock over $3 billion in revenue from generative AI offerings this fiscal year. Quite surprising to see strong growth reacceleration in the Azure Cloud segment, which is clearly driven by AI-as-a-service related demand," said Global X analyst Tejas Dessai.

Persons: Microsoft's, Bob O'Donnell, Bing, Bard, Amy Hood, Krishna Chintalapalli, capex, Akash Sriram, Anna Tong, Max Cherney, Yuvraj Malik, Greg Bensinger, Stephen Nellis, Sayantani Ghosh, Sonali Paul Organizations: Microsoft, Wall, Microsoft's, TECHnalysis, Parnassus Investments, DAZZLES, Alpha, RBC Capital Markets, Reuters Graphics Microsoft, Tejas Dessai, AWS, Thomson Locations: Bengaluru, Anna, San Francisco

☆ 'They crushed it.' Analysts cheer Netflix's strong third-quarter earnings
▼ + stars: | 2023-10-19 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

Netflix 's better-than-expected quarterly earnings has analysts cheering the company's new subscriber growth initiatives, keeping them optimistic on the stock's growth potential. Yoon increased his price target to $390 from $375, implying 12.6% upside potential from Wednesday's close. Shares already rallied more than 13% Thursday during premarket trading, surpassing his price target. Anmuth raised his price target to $480 from $455, implying shares could jump 38.6% from Wednesday's close. UBS, Citi and Evercore all reiterated their price targets of $500 on shares, while Bank of America kept its $525 target price.

Persons: Bernstein, Laurent Yoon, Yoon, Goldman Sachs, Eric Sheridan, Doug Anmuth, Anmuth, Brian Kraft, Kraft, John Hodulik, Hodulik, Jessica Reif Ehrlich, Mark Mahaney, Mahaney, –, Michael Bloom Organizations: Netflix, ARM, JPMorgan, Deutsche, Bloomberg, UBS, Citi, Bank of America, of America, Global, Revenue Locations: U.S, Wednesday's

U.S. retail sales for last month came in much stronger than expected on Tuesday, signaling shoppers were not deterred by sticky inflation. Before the opening bell, the government reported September retail sales rose 0.7% from the prior month — more than double the estimates. Measuring year over year, the 3.8% increase in retail sales was still slightly higher than the CPI's advance of 3.7%. The retail sales data pointed to a resilient economy despite inflation still running way above the Federal Reserve's 2% target. TJX YTD mountain TJX Companies YTD Clothing and clothing accessories stores were down 0.8% month-over-month but increased 0.1% year-over-year.

Persons: Jim Cramer, We're, TJX, Jim Cramer's, Jim, Jamie Kelter Davis Organizations: Atlanta, Deal, Web Services, Food, Companies, CNBC, Shoppers, Bloomberg, Getty Locations: Maxx, Chicago

☆ Philadelphia Fed President Harker advocates holding interest rates 'where they are'
▼ + stars: | 2023-10-13 | by ( Jeff Cox | ) www.cnbc.com time to read: +3 min

Philadelphia Federal Reserve President Patrick Harker said Friday he thinks the central bank can stop raising interest rates. I believe that we are at the point where we can hold rates where they are," Harker said in prepared remarks for the Delaware State Chamber of Commerce. Reports this week showed that 12-month rates for inflation are coming down but remain above the Fed's 2% annual target. "We remain data dependent but patient and cautious with the data," he added. I didn't coin it, but my expectation is that rates will need to stay high for a while," he said.

Persons: Patrick Harker, Harker, specter Organizations: Philadelphia Federal, Delaware State Chamber of Commerce, Market, Wall Street Locations: Delaware

☆ Bank of America says this asset management giant is 'best-positioned' to capitalize on rising Treasury yields
▼ + stars: | 2023-10-04 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

BlackRock stock has slumped nearly 12% in 2023. BLK YTD mountain BlackRock stock. Treasury yields have soared in recent days , with the 10-year climbing to its highest level in 16 years, rattling equity markets. The yields on 30-year Treasury bonds, meanwhile, briefly traded above 5% on Wednesday. BlackRock is the biggest asset manager in the world, with more than $9.4 trillion through the end of the second quarter.

Persons: Craig, Siegenthaler, BofA, — CNBC's Michael Bloom Organizations: Bank of America, BlackRock, Treasury, Wednesday Locations: BlackRock, 4Q23

☆ Here are Wednesday's biggest analyst calls: Meta, Tesla, Nvidia, Apple, Sunrun, Alphabet, Snowflake & more
▼ + stars: | 2023-10-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

UBS initiates Fiverr as buy UBS said the Israeli online marketplace company has "significant upside." UBS upgrades Fluor to buy from hold UBS said the construction and engineering stock is underappreciated. Bank of America upgrades Orange to buy from underperform Bank of America double upgraded the European telco company and says it has upside potential. Bank of America reiterates Blackrock as buy Bank of America said the asset management company is well positioned. Mizuho reiterates Nvidia as buy Mizuho added the stock to its top picks list and says it's an AI winner.

Persons: Morgan Stanley, Tesla, it's, underappreciate FLR, TD Cowen, Key, Goldman Sachs, Goldman, Oppenheimer, Mizuho, Coinbase, Bernstein, PTON Organizations: US, UBS, Americas Corp, Bank of America, underperform Bank of America, Tech, of America, Apple, JPMorgan, Netflix, ARM, " Bank of America, Blackrock, Nvidia, Mizuho, NOVA Locations: Argentina, Argentine, Orange, 3Q23, 4Q23

☆ Evercore ISI says buy this eyewear stock as it approaches a 'fundamental inflection year'
▼ + stars: | 2023-10-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

Four key developments mean that Warby Parker is likely to increase its revenue growth and expand its margins in 2024, according to Evercore ISI. Analyst Mark Mahaney thinks 2024 will be a "fundamental inflection year" for the eyewear company's revenue growth reacceleration and margin expansion. "We view WRBY's valuation as highly attractive vs. comps, on a growth-adjusted basis," Mahaney said. Over the past three months, however, the stock has rallied more than 11%, while the S & P 500 dipped 3.7%. WRBY YTD mountain WRBY in 2023 — CNBC's Michael Bloom contributed to this report.

Persons: Warby Parker, Mark Mahaney, Mahaney, —, Michael Bloom Organizations: ISI

☆ A 'phenomenal' stock: Irrationality has made this wealth manager look super cheap, investor says
▼ + stars: | 2023-10-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Irrational behavior due to concerns over the stability of the U.S. banking system has made Charles Schwab 's stock a cheap investment opportunity, according to value investor Daniel O'Keefe. O'Keefe said this "cash sorting" was mistaken for a bank run. "On the negative side, cash sorting moved back up in August post the July Fed hike, and Ameritrade client attrition around conversion activity also rose considerably." "We believe fears of a reacceleration in cash sorting behavior are overblown," the JPM analysts said in a note to clients on Sept. 20. He initiated a position in Schwab for the value fund, calling it "a phenomenal business" trading at a discount.

Persons: Charles Schwab, Daniel O'Keefe, Schwab, O'Keefe, " O'Keefe, It's, Brian Bedell, Devin Ryan Organizations: Artisan Partners, Artisan, Fund, CNBC, Schwab, Deutsche Bank, JMP Securities Locations: U.S, Schwab

☆ Dollar sticks near 10-month high, keeping heat on yen
▼ + stars: | 2023-09-28 | by ( Brigid Riley | ) www.reuters.com time to read: +3 min

U.S. dollar banknotes are seen in this illustration taken March 10, 2023. REUTERS/Dado Ruvic/Illustration/File Photo Acquire Licensing RightsTOKYO, Sept 28 (Reuters) - The dollar clung near a 10-month high against a basket of its peers on Thursday, keeping the yen under pressure near a key intervention zone as investors size up upbeat U.S. economic data and fresh comments from Federal Reserve officials. Fed Chair Jerome Powell is scheduled to speak later on Thursday, giving markets further clues into the future path of U.S. monetary policy. The U.S. dollar index , which measures the greenback against a basket of other major currencies, hovered around 106.58, after hitting 106.84 overnight, the highest level since Nov. 30. The dollar/yen pair tends to be extremely sensitive to changes in long-term U.S. Treasury yields, particularly at the 10-year maturity.

Persons: Dado Ruvic, Neel Kashkari, Jerome Powell, Kyle Rodda, Tony Sycamore, Brigid Riley, Shri Navaratnam Organizations: REUTERS, Rights, Federal Reserve, Federal Reserve Bank of Minneapolis, Fed, U.S, Treasury, IG, Thomson Locations: U.S

☆ Coal makes a quiet resurgence in the clean energy era
▼ + stars: | 2023-09-27 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

CNN —As momentum shifts toward clean energy, coal has had some unexpected staying power. A new report by the International Energy Agency found that global coal demand hit an all-time high in 2022 amid the energy crisis, eclipsing the previous record set in 2013. For example, Panasonic built a new electric vehicle plant in Kansas to aid its transition to clean energy. Why it matters: Coal, the highest carbon emitting and dirtiest energy source, is the single biggest contributor to human-created climate change. The Hollywood writers’ strike is overThe Hollywood writers’ strike is finally over after 148 days.

Persons: Goldman Sachs, Goldman, “, Dow tumbles, It’s, Stocks, Krystal Hur, ”, Bill Adams, Moody’s Organizations: CNN Business, Bell, CNN, Commodities, Bloomberg, International Energy Agency, IEA, Panasonic, Federal Reserve, Dow Jones, Nasdaq, Fed, Silicon Valley Bank, Signature Bank, Comerica Bank, Government, Fitch, Hollywood, Writers Guild of America, WGA, SAG Locations: Ukraine, Europe, United States, Kansas

☆ Dow tumbles nearly 400 points, notching biggest one-day drop since March
▼ + stars: | 2023-09-26 | by ( Krystal Hur | ) edition.cnn.com time to read: +3 min

New York CNN —Stocks tumbled Tuesday after a slew of economic data stoked fears about the US economy’s cloudy outlook and further interest rate hikes from the Federal Reserve. The Dow Jones Industrial Average fell 388 points, or 1.1%, its biggest one-day decline since March. The stock market remains in a bull market, however — it would need to fall 20% from its peak to enter bear territory. “The Fed will see the reacceleration of house prices as a reason to keep interest rates higher for longer,” said Bill Adams, chief economist at Comerica Bank. JPMorgan Chase CEO Jamie Dimon said Tuesday in an interview with the Times of India that he is preparing the bank’s clients for a 7% interest rate scenario, further spooking investors.

Persons: Stocks, ”, Bill Adams, paring, Brent, JPMorgan Chase, Jamie Dimon, Moody’s Organizations: New, New York CNN, Federal Reserve, Dow Jones, Nasdaq, Comerica Bank, Fed, Silicon Valley Bank, Signature Bank, West Texas, JPMorgan, Times, Fitch Locations: New York, Times of India

☆ Here's what it might take for the 10-year yield go to 5%
▼ + stars: | 2023-09-26 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

Can the 10-year yield go to 5%? The primary factor that would move the 10-year towards 5%, Braizinha says, is a reacceleration of the economy. A soft landing (still growth, but with lower inflation) won't do it. Braizinha notes that the soft landing is still his base case and would "push back" against a 5% 10-year yield. He also notes that "the degree of conviction" around a stronger economy "seems to have deteriorated."

Persons: Bruno Braizinha, Braizinha, Braizhina Organizations: Bank of America Locations: U.S

☆ The Federal Reserve leaves rates unchanged. Here's how it impacts your money
▼ + stars: | 2023-09-20 | by ( Jessica Dickler | ) www.cnbc.com time to read: +3 min

As the federal funds rate rose, the prime rate did as well, and credit card rates followed suit. The average rates for a 30-year, fixed-rate mortgage "remain anchored north of 7%," said Sam Khater, Freddie Mac's chief economist. Already, the average rate for a HELOC is up to 9.12%, the highest in 22 years, according to Bankrate. Student loansFederal student loan rates are also fixed, so most borrowers aren't immediately affected by the Fed's moves. But undergraduate students who take out new direct federal student loans are now paying 5.50% — up from 4.99% in the 2022-23 academic year and 3.73% in 2021-22.

Persons: that's, Matt Schulz, Sam Khater, Freddie Mac's, Greg McBride Organizations: Treasury, Bankrate.com, LendingTree

☆ Morgan Stanley: Buy these 37 stocks that can provide strong growth with a soft landing as well as protection if the market tumbles in a recession
▼ + stars: | 2023-09-19 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

Fears of a recession this spring eventually gave way to confidence that the economy could stick a soft landing. How to invest for the rest of 2023Sentiment has been the driving force behind stock-market gains this year, Wilson wrote. The solution, Wilson wrote, is to gain exposure to both ends of the spectrum. To that end, Wilson compiled 37 stocks that Morgan Stanley analysts are overweight on. All the stocks are among the top 1,000 by market cap, are classified as growth stocks, and have low volatility, as measured by trailing 252-day volatility that is below the market median.

Persons: Morgan Stanley, Mike Wilson, Wilson, homebuilding

☆ The Federal Reserve may not hike interest rates this week. What that means for you
▼ + stars: | 2023-09-18 | by ( Jessica Dickler | ) www.cnbc.com time to read: +4 min

Artistgndphotography | E+ | Getty ImagesThe Federal Reserve is likely to skip an interest rate hike when it meets this week, experts predict. The central bank has already raised interest rates 11 times since last year — the fastest pace of tightening since the early 1980s. The average rates for a 30-year, fixed-rate mortgage "remain anchored north of 7%," said Sam Khater, Freddie Mac's chief economist. Auto loan rates top 7%Even though auto loans are fixed, payments are getting bigger because the price for all cars is rising along with the interest rates on new loans. Federal student loans are now at 5.5%Federal student loan rates are also fixed, so most borrowers aren't immediately affected by the Fed's moves.

Persons: Greg McBride, that's, Sam Khater, Freddie Mac's, McBride Organizations: Finance, Money, Homeowners, U.S, Treasury, Auto Locations: LendingTree, Federal

☆ Oracle buddies up with Microsoft. Plus our take on Salesforce and Meta news
▼ + stars: | 2023-09-15 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +8 min

A new partnership between Microsoft (MSFT) and Oracle (ORCL) has the potential to benefit both Club holdings in the competitive cloud-computing landscape. Oracle, a database pioneer with more than 40 years of history operating in the market, had existing offerings geared toward Azure customers . Wall Street analysts were generally upbeat on the implications for Microsoft and Oracle, which joined the Club's portfolio a month ago. Analysts at Bernstein downplayed concerns that the deeper partnership with Microsoft will hurt Oracle's fast-growing cloud-computing service, known as Oracle Cloud Infrastructure. "This partnership also lowers the potential risk of Microsoft trying to target Oracle database customers to move off Oracle.

Persons: —, Satya Nadella, Larry Ellison, Bernstein, prem workloads, Ellison, Oracle's, Salesforce, Brian Millham, Marc Benioff, Will Cathcart, there's, Mark Zuckerberg, Jim Cramer, WhatsApp, Susan Li, Jim Cramer's, Jim, Justin Sullivan Organizations: Microsoft, Oracle, Oracle Autonomous Database, Wall Street, Barclays, Deutsche Bank, Web Services, Oracle Cloud Infrastructure, Companies, Bloomberg, Financial Times, Meta Platforms, Meta, Facebook, CNBC Locations: Salesforce, San Francisco, Redwood Shores , California

Search resuls for: "reacceleration"

25 mentions found