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☆ These stocks could be taken over in the next 12 months, Goldman speculates
▼ + stars: | 2023-07-21 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

The Wall Street investment bank polled its analysts about the probability of M & A activity of the companies under its research coverage. Analysts were tasked with assigning a "1" ranking to those possible targets if the probability was 30%-50% of M & A activity in the next 12 months. In a tight credit environment and amid concern about a looming recession, M & A activity saw a sluggish first half of the year. The market is expected to open up as interest rates stop rising, and the stocks on Goldman's list could have the potential to be taken over once credit becomes more available. Health care stocks Maravai LifeSciences , Quanterix Corp ., Enhabit also have a relatively high likelihood of being M & A targets in the next 12 months, according to Goldman analysts.

Persons: Goldman Sachs, Bud, Enhabit, Goldman Organizations: Companies, P Global Market Intelligence, Molson Coors Beverage, Bellring Brands, Foods, Citi, Molson Coors, Quanterix Corp

Roughly 150 S & P 500 companies are slated to report next week, including Microsoft , Coca-Cola and Boeing . Tech giant Meta Platforms , slated to report Wednesday, has had its earnings estimates hiked by more than 21% over the past three months. The average earnings per share estimate for the automotive giant is up 22% in the past three months. The company is slated to report earnings Tuesday before the bell. Analysts on average have raised their earnings estimates by 38% over both the past three and six months.

Persons: Nick Raich, Doug Anmuth, General Motors, Tesla, — CNBC's Michael Bloom Organizations: Microsoft, Boeing, Investors, CNBC Pro, Tech, Meta, Facebook, JPMorgan, General, GM, Alaska Air, Royal Locations: America, Royal Caribbean

☆ Two ETF experts reveal their top tech and A.I. plays for 2023's second half
▼ + stars: | 2023-07-08 | by ( Lina Hassen | ) www.cnbc.com time to read: +2 min

ETF experts Todd Sohn and VettaFi's Dave Nadig believe a second winning half is in store for technology and artificial intelligence plays. Sohn, Strategas' ETF and technical strategist, particularly likes Roundhill Generative AI and Technology ETF (CHAT). "What I like about [CHAT] is that it's actively managed," Sohn told CNBC's "ETF Edge" this week. Sohn also recommends Global X Robotics & Artificial Intelligence ETF (BOTZ) for those interested in introducing more industrials into their portfolio. "I like [BOTZ] if you want to get away from tech because you already have tech exposure in your portfolio.

Persons: Todd Sohn, Dave Nadig, Sohn, it's, CNBC's, Nadig, you've Organizations: Technology, Robotics, Intelligence, Microsoft, Apple, Nvidia, RSP, JPMorgan

☆ Fox News names Jesse Watters as replacement for Tucker Carlson primetime slot
▼ + stars: | 2023-06-26 | by ( Lillian Rizzo | ) www.cnbc.com time to read: +2 min

Jesse Watters host of "The Five" interviews Jenna Bush Hager and Barbara Bush during "The Five" at Fox News Studios on November 13, 2017 in New York City. Fox News has named Jesse Watters as the newest star of its 8 p.m. ET primetime slot, as the network looks to boost ratings two months after ousting Tucker Carlson from the post. He is currently the host of the 7 p.m. opinion show "Jesse Watters Primetime," and appears regularly on "The Five," one of Fox News' highest rated programs. There was no sendoff for Carlson and his "Tucker Carlson Tonight," which had long been one of Fox's most-watched shows.

Persons: Jesse Watters, Jenna Bush Hager, Barbara Bush, Tucker Carlson, Watters, Laura Ingraham's, Sean Hannity's, Greg Gutfield's, Suzanne Scott, Laura Ingraham, Sean Hannity, Greg Gutfeld, Carlson Organizations: Fox News Studios, New York City . Fox News, Fox News, FOX, Fox, Fox Corp, Systems, Twitter, Dominion, NBC Locations: New York City

☆ These stocks had a huge first half. Wall Street believes the rest of the year could be even better
▼ + stars: | 2023-06-21 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

While the stock market is on pace for a surprisingly big rally in the first half of the year, certain stocks have led the pack. The U.S. economy has so far dodged a recession and consumers are continuing to spend, which is underpinning Wall Street's optimism. CNBC used FactSet data to screen for stocks that meet the following criteria: Stocks included have gained more than 14% from the start of the year. Nearly 74% of analysts rate the stock as a buy, according to FactSet, while their average price targets imply 20% upside. DAL YTD mountain More than 80% of analysts covering Delta rate the stock as a buy, according to FactSet.

Persons: DAL Organizations: Federal Reserve, Nasdaq, Dow Jones Industrial, MGM Resorts, Delta Air Lines, CNBC, Warner Bros, Discovery, Warner Bros Discovery, Caesars Entertainment, MGM, Caesars, Sands, Nassau Coliseum, Alaska Air Group Locations: U.S, New York

☆ The year is half over. Here are three considerations to make sure your portfolio is on track
▼ + stars: | 2023-06-13 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Rebalance your portfolio Tech's remarkable bounce in 2023 could result in a significant portfolio tilt toward that sector — and an overconcentration that could hurt in the event there's a downturn. That means it's time to trim down a few of those oversized positions and make sure your asset allocation is properly reflecting your goals. Check in with cash Cash is another asset that requires your attention, especially in an era when investors have a host of options of where keep those funds. Cash you don't need for many years can go right back into your stock portfolio so you can keep ahead of inflation, Pearce said. "Make sure you have an appropriate amount of cash, and make sure you're not sitting on an enormous pile of cash that's doing nothing," he added.

Persons: Jorrell Bland, Josh Brown, Tony Roth, haven't, Wilmington Trust's Roth, Roth, Cash, Jerrod Pearce, Goldman Sachs, Marcus, Pearce, — CNBC's Michael Bloom Organizations: Nasdaq, Federal Reserve, Mitlin, Ritholtz Wealth Management, Wilmington Trust Investment Advisors, JPMorgan Equity, Wilmington, Creative Planning, Bread, Bread Financial, Citizens Financial, Treasury Locations: Wilmington, Treasurys

☆ Rallying U.S. stocks are pulling in sidelined investors, Deutsche Bank says
▼ + stars: | 2023-06-12 | by ( Saqib Iqbal Ahmed | ) www.reuters.com time to read: +2 min

NEW YORK, June 12 (Reuters) - A steadily rising U.S. stock market appears to be drawing investors off the sideline, one measure of market positioning showed. Positioning among discretionary investors - a cohort that includes everyone from portfolio managers to retail investors - broke out of its one-year underweight range and went above neutral for the first time since February, data from Deutsche Bank showed Friday. The shift comes after months during which discretionary investors sat on the sidelines while systematic investors - funds that take a repeatable data-driven approach and rely on computers to identify investment opportunities - have been steady buyers, according to Deutsche Bank. The S&P 500 index extended its gain last week to 20% from its October lows - one definition of a bull market. "A lot of it has to do simply with stocks moving up ... buyers attract more buyers," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder.

Persons: Tim Ghriskey, Ingalls & Snyder, Saqib Iqbal Ahmed, Ira Iosebashvili, Nick Zieminski Organizations: YORK, Deutsche Bank, Stocks, Ingalls &, Federal, Thomson

☆ Piper Sandler highlights its favorite tech stocks to play the A.I. craze
▼ + stars: | 2023-06-12 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

.SPX YTD mountain S & P 500's 2023 performance Technology stocks have gotten a boost this year as enthusiasm around artificial intelligence grows, and the recent banking crisis resets expectations for Federal Reserve policy. The majority of S & P 500 technology stocks still sit 20% off their peaks even as many popular names notch all-time highs. "We continue to favor profitable growth as an investment theme as we expect that the lagged effects of tightening will continue to weigh on economic growth," Kantrowitz said. A handful of outperforming semiconductor stocks and chip equipment manufacturers made Piper Sandler's list, including Broadcom , On Semiconductor , KLA Corp . SMCI YTD mountain Super Micro Computer shares in 2023 Piper Sandler also highlighted shares of the server and storage systems provider Super Micro Computer , which have more than tripled this year.

Persons: Piper Sandler, Michael Kantrowitz, Kantrowitz, Piper, Rosenblatt, — CNBC's Michael Bloom Organizations: Federal Reserve, Broadcom, Semiconductor, KLA Corp, Bank of America, Apple, Computer, Micro Computer, Adobe, Microsoft

A younger member of the Tisch family spent nearly $20 million in recent days buying up more shares of Loews Corp ., according to securities filings and VerityData. Benjamin Tisch, the son of Loews CEO James Tisch, bought about $18.8 million worth of stock over three days. Loews — The conglomerate's senior vice president Benjamin Tisch scooped up about $18.8 million worth of stock from May 31 to June 2. It is first buy on record for Benjamin Tisch. StepStone Group — Head of strategy Michael McCabe bought $2.2 million worth of the asset management firm's stock in the first five days of June.

Persons: Tisch, Benjamin Tisch, James Tisch, Michael McCabe, Daryl Bible, Bible, Christopher Rondeau, Jan De Witte, Eric Schwartz Organizations: Loews Corp, Loews, CNA Financial, CNA, Fortress Investment Group, VerityData, StepStone, —, T Bank, Truist, Integra LifeSciences

☆ Goldman Sachs raises year-end S&P 500 target to 4,500, anticipating 5% upside
▼ + stars: | 2023-06-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +1 min

Goldman Sachs is boosting its year-end target on the S & P 500 to 4,500, citing a broadening rally that goes beyond the largest tech names. The new target represents about 5% upside from current levels on the broad-market index and is an increase from Goldman's previous target of 4,000. The S & P 500 is up nearly 12% this year. Though a handful of Big Tech stocks — namely Apple , Microsoft , Alphabet , Amazon , Nvidia , Meta and Tesla — are some of the highest fliers in the S & P 500 this year, other sectors are perking up . Check out CNBC's Market Strategist Survey here to see Wall Street's latest year-end targets.

Persons: Goldman Sachs, David Kostin, Kostin, Tesla, — CNBC's Michael Bloom Organizations: Big Tech, Apple, Microsoft, Nvidia, Meta

ET (1900 GMT), to discuss the debt ceiling bill. U.S. 10-year Treasury yields fell about 10 basis points (bps) to 3.72%, while thirty-year yields fell 8 basis points to 3.90%. "What is currently happening since yesterday shows where the debt ceiling premium was actually priced: mostly in bonds," said Ielpo. The cost of insuring exposure to a U.S. debt default meanwhile fell. "I wouldn’t blame the Treasury rally on the debt ceiling deal necessarily... the additional T-bill issuance, quantitative tightening, and difficult bank funding conditions now conspire to less favourable financing conditions to the economy," said Bouvet.

☆ A.I. excitement leads to a winning week for Nvidia and other tech stocks
▼ + stars: | 2023-05-26 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

Artificial intelligence plays led the stock market higher this week, as excitement over Nvidia's blowout earnings beat lifted other tech names. As of Friday morning, the AI darling is up nearly 22% week to date and still has 11% upside to the average analyst price target, per FactSet. However, it has about 3.5% downside to the average analyst price target. Meanwhile, Advanced Micro Devices gained nearly 18% week to date but has 15% downside to the average analyst price target. Lastly, Arista Networks has added nearly 15% so far this week and has another 4% upside to the average analyst price target.

☆ Brazil's Lula says meeting fell through because Ukraine's Zelenskiy was late
▼ + stars: | 2023-05-22 | by ( ) www.reuters.com time to read: +1 min

[1/2] Ukrainian President Volodymyr Zelenskiy attends a press conference at the Group of Seven (G7) summit in Hiroshima, western Japan, Sunday, May 21, 2023. Louise Delmotte/Pool via REUTERSHIROSHIMA, Japan, May 22 (Reuters) - Brazilian President Luiz Inacio Lula da Silva said on Monday a meeting with Ukraine President Volodymyr Zelenskiy on the sidelines of the Group of Seven summit in Japan fell through because Zelenskiy was late. "I had an interview, a bilateral one with Ukraine here in this room at 3:15 p.m. We waited and received the information that he was late," Lula said. Zelenskiy "did not show up ... Clearly he had appointments and he couldn't come," Lula said. Zelenskiy had earlier played down the fact he did not meet with Lula.

☆ CNBC Pro Talks: A top fund manager proves you can generate big returns while investing ethically
▼ + stars: | 2023-05-16 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +3 min

Join CNBC's Tanvir Gill as she discusses ethical investing with top-performing fund manager Philip Ripman. Ripman's fund, Storebrand Global Solutions, avoids companies that make over 5% of their revenues from fossil fuels, tobacco, alcohol, war and other vice-related activities. Ripman is based in Oslo, Norway and has been the fund manager of Storebrand Global Solutions since 2015. Join CNBC's Tanvir Gill as she discusses ethical investing with top-performing fund manager Philip Ripman. Ripman is based in Oslo, Norway and has been the fund manager of Storebrand Global Solutions since 2015.

☆ David Einhorn's Greenlight Capital bets on pair of regional banking stocks
▼ + stars: | 2023-05-15 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

David Einhorn joined other big investors in shares in several regional bank stocks last quarter in a bet that the financial institutions would survive the industry crisis that felled Silicon Valley and First Republic banks. That's the bank whose subsidiary, Flagstar, acquired Signature Bank assets after that bank was shuttered. Einhorn's additions come amid a broad selloff of regional bank stocks on concern more institutions could fail as depositors withdrew assets and the value of banks' bond holdings narrowed. "Big Short" investor Michael Burry also bought regional bank stocks last quarter. Outside of the bank stocks, Einhorn notably increased exposure to Concentrix , Gulfport Energy and Tenet Healthcare .

☆ Berkshire Hathaway's annual meeting is here: What to expect from Warren Buffett and Charlie Munger
▼ + stars: | 2023-05-05 | by ( Yun Li | ) www.cnbc.com time to read: +7 min

Warren Buffett is set to kick off Berkshire Hathaway 's annual shareholder meeting Saturday before tens of thousands of adoring shareholders. Berkshire's annual "Woodstock for Capitalists" will be held in Omaha, Nebraska, the second straight in-person gathering after two virtual meetings during the pandemic. The question of Buffett's Activision stake is expected to come up at the annual meeting. Geico Berkshire shareholders will also be eager to learn more about what's next for auto insurer Geico , the crown jewel of Berkshire's insurance empire and Buffett's "favorite child." ESG issues There are a few ESG-related shareholder proposals being put to a vote at the annual meeting, including requiring Berkshire to publish an annual assessment of climate-related risks and publish data on its workforce composition by gender, race, and ethnicity.

☆ UBS says it's time to start picking off some of the safer regional banks on the cheap
▼ + stars: | 2023-05-04 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

The selloff in regional banks may have created a buying opportunity for certain investors in some of the safer, large-cap names, UBS said in a note Thursday. PacWest is the latest regional bank to lead the sector lower following the news late Wednesday that it is weighing its options , including a possible sale. The rout began in March with the collapse of Silicon Valley Bank and subsequent deposit outflows in regional banks. However, regional banks were under pressure again Thursday. The SPDR S & P Regional Bank ETF (KRE) dropped more than 8%.

If the Fed opts to pause, Treasury yields are expected to decline. Stocks that could gain on falling interest rates Here are the top stocks that are poised to move higher if the Fed signals it will pause rate increases. The gold miner benefits from a rise in gold prices, and in general, gold tends to rise when interest rates fall. Meanwhile, genetics company Illumina should gain if interest rates fall, according to its correlation to the SHY ETF. Stocks poised to gain on rate increases However, if the Fed suggests rate hikes will continue, short-term Treasury yields will likely go up, benefiting these stocks.

☆ Stocks making the biggest moves midday: JPMorgan Chase, General Motors, Exxon Mobil & more
▼ + stars: | 2023-05-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

NEW YORK, NEW YORK - APRIL 24: A person walks past a First Republic bank branch in Manhattan on April 24, 2023 in New York City. First Republic , JPMorgan Chase — First Republic shares and were halted after JPMorgan Chase acquired the ailing bank and most of its assets after regulators seized control. General Motors — The automaker gained 2% after Morgan Stanley upgraded General Motors to overweight from equal weight and called the stock oversold. — Regional bank stocks were volatile on Monday as investors reacted to the seizure and sale of First Republic Bank over the weekend. However, management said on the company earnings call Monday that demand for loans originating from the fourth quarter would see a lower monetization level due to higher interest.

☆ Want to play higher oil prices? Analysts back these stocks, giving one over 160% upside
▼ + stars: | 2023-04-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

OPEC+ oil producers announced output cuts of around 1.16 million barrels a day Sunday, sending oil prices higher . The surprise cut in production could boost oil prices to $100 a barrel and beyond , analysts said. It comes after oil prices dipped last month, falling to $70 per barrel — the lowest in 15 months. Kathleen Flynn | ReutersOPEC+ oil producers announced output cuts of around 1.16 million barrels a day Sunday, sending oil prices higher. The surprise cut in production could boost oil prices to $100 a barrel and beyond, analysts said.

☆ These stocks are the biggest winners when oil prices surge
▼ + stars: | 2023-04-03 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Oil prices are on a tear to start the new quarter, and if history is any guide, some stocks are better positioned to benefit from rising prices. The recent surge comes after oil prices tumbled last month to their lowest since December 2021 as Silicon Valley Bank's collapse rattled traders and spurred fears that a banking crisis could dent global economic growth. With oil prices at highs, CNBC Pro screened for the S & P 500 that consistently win during these times. Here are the names that made the list: Given their close correlation to oil prices, it's no surprise that energy stocks topped the list. While energy stocks, on average, benefit most when oil prices rise, other sectors also prosper.

☆ A longtime bear is ‘creeping back’ into tech — and has some picks to play it
▼ + stars: | 2023-03-22 | by ( Zavier Ong | ) www.cnbc.com time to read: +2 min

Tech investor Paul Meeks — an unabashed longtime tech bear — is also beginning to warm to the sector. "I'm creeping back into the sector after long advocating an underweight position in it," he said in notes to CNBC on Friday. Chip makers NXP Semiconductors and STMicroelectronics also made Meeks' list, with the tech investor saying they are two stocks that he "likes very much." Outside of semiconductors, Meeks is also looking at German software firm SAP . "Keep an eye on SAP because this windfall for them could be a really nice blessing, a game-changer," he added.

☆ These dependable dividend increasers are beating the market
▼ + stars: | 2023-03-02 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

While recent dividend cuts may make investors concerned about what's to come next, there are still many stocks that have dependable dividend increases. Last week, Intel slashed its dividend by more than 65% , following VF Corp.'s dividend cut and Hanesbrands elimination of its dividend last month. The exchange operator has increased its payout four of the last five years and has a one-year dividend-per-share growth of 24.1%. United Parcel Service has the highest one-year dividend-per-share growth at 49% on our list. Finally, Target has a 2.7% dividend yield and has a one-year dividend-per-share growth of 22.5%.

☆ These fortress stocks are beating the market this year as a perilous March looms
▼ + stars: | 2023-02-28 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

The stock market in March is looking grim, but certain "fortress" stocks can allow investors to play defense and beat the market. With this in mind, CNBC screened for fortress stocks that can withstand and outperform the market. However, while shares have gained more than 9% in 2023, the stock has tumbled 15% over the past 12 months. Edison has also shown steady growth, with shares up 7% over the past 12 months. Shares have rallied more than 6% in 2023, but they are down almost 11% over the past 12 months.

The Federal Reserve's latest meeting minutes will be a key focal point for investors in the week ahead, as they seek clarity on the central bank's interest rate hiking path. Fed meeting minutes For Wall Street, there will be greater emphasis next week on the minutes from the Fed's latest meeting, which are set to be released Wednesday. Following some recent comments from central bank officials suggesting greater rate hikes ahead, investors will parse the meeting minutes for further signs of hawkishness. ET: Fed minutes 5:30 p.m. ET: Kansas City Fed Manufacturing Index (February) Earnings: Alibaba , Beyond Meat , Block , Booking Holdings , Warner Bros Discovery Friday 8:30 a.m.

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