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☆ Top 10 things to watch in the stock market Thursday, including news on Nvidia, 3 other Club stocks
▼ + stars: | 2024-10-24 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +4 min

Top 10 things to watch Thursday, Oct. 24 CNBC's Matthew J. Belvedere with the help of Jeff Marks wrote this dispatch. Tesla shares were jumping 14.5% and leading the Nasdaq toward a higher open after the EV maker beat on quarterly earnings per share (EPS). Club industrial stocks Honeywell and Dover were dropping after issuing quarterly results. Semiconductor equipment maker Lam Research beat on quarterly earnings and revenue and its stock jumped 5%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Matthew J, Jeff Marks, Stocks, Jensen Huang, TSMC, Oppenheimer, Boeing machinists, Gary Kelly, Bob Jordan, EBITDA, Jim Cramer's, Jim Cramer, Jim, Ritzau Scanpix, Mads Claus Rasmussen Organizations: Nasdaq, Elon, Honeywell, Dover, Nvidia, Blackwell, Semiconductor, Lam Research, Boeing, Southwest Airlines, Elliott Investment Management, United Parcel Service, International, Mobile, Jim Cramer's Charitable, CNBC, EIFO, NVIDIA, Vilhelm, Via Reuters Locations: India, Southwest, Kastrup, Denmark

☆ One of our stocks is holding back the Dow as the S&P 500 and Nasdaq bounce back
▼ + stars: | 2024-10-24 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Dow Jones Industrial Average fell modestly, under pressure from declines in Club and Dow stock Honeywell following a mixed quarter and a disappointing sales outlook. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Bonds, Jeff Marks, Jim Cramer's, Jim Organizations: CNBC, Fed, Nasdaq, Lam, Nvidia, Dow Jones, Dow, Honeywell, Jim Cramer's Charitable Locations: Central

☆ What to do with Honeywell stock after its sharp post-earnings pullback
▼ + stars: | 2024-10-24 | by ( Jim Cramer | ) www.cnbc.com time to read: +7 min

Dow stock Honeywell was one of the biggest drags on the 30-stock average Thursday after Club industrial giant reported mixed third-quarter results compounded by a mixed outlook. HON YTD mountain Honeywell YTD Honeywell shares sinking 4.5% after the release was understandable but represents an opportunity. Honeywell Why we own it: Honeywell is a provider of industrial technology solutions to companies in various industries. Sales were revised lower because the short cycle recovery in the company's industrial automation segment is not materializing as quickly as management was expecting. Honeywell International Inc. signage is displayed on a monitor on the floor of the New York Stock Exchange (NYSE) in New York.

Persons: we're, Vimal Kapur, Kapur, Kupar, Jim Cramer's, Jim Cramer, Jim, Michael Nagle Organizations: Dow, Honeywell, Emerson, CAES Systems, Air Products, Aerospace Technologies, CNBC, Honeywell International Inc, New York Stock Exchange, Bloomberg, Getty Locations: New York

☆ Industrial AI play Dover falls on a noisy quarter. Here's why we'd buy the dip
▼ + stars: | 2024-10-24 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Dover on Thursday reported weaker-than-expected third-quarter results, pressuring shares of the industrial conglomerate with ties to AI data centers. Dover Why we own it : We own Dover as an industrial turnaround story with exposure to mega-themes, most notably the data center buildout to support artificial intelligence computing. That created headlines that implied Dover cut its full-year guidance, but in reality executives warned in advance that sales growth and earnings projections would be altered. To be sure, we are restricted from trading Dover's stock for the next 72 hours because Jim Cramer on Thursday mentioned the company on CNBC TV. Dover considers those areas its "growth platforms," and their increasing share of the portfolio carries positive implications for Dover's margins.

Persons: We're, Ingersoll Rand, Dover, Richard Tobin, Tobin, Jim Cramer, DOV, Dover's, —, Danaher, Jim Cramer's, Jim, Jason Marz Organizations: IDEX Corp, Management, CNBC, Dover, Mizuho Securities, Club Locations: Dover, Veralto, Europe

☆ Bernstein naming Meta the new 'set-it-and-forget-it' stock comes down 2 things
▼ + stars: | 2024-10-24 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

In the battle of the tech giants, Wall Street firm Bernstein favors Meta Platforms over Alphabet . The analysts raised their Meta price target to $675 per share from $600 and kept their outperform buy rating on the stock. Bernstein acknowledged the valuation of Meta stock versus Alphabet "feels stretched" at the moment. Big picture Bernstein's bullish assessment of Meta's future growth prospects comes as the stock has significantly outperformed both the overall market and Alphabet. META YTD mountain Meta Platforms YTD Before Wednesday's 3% drop in an ugly market, Meta closed Tuesday just 2% off its record close of $595.94 on Oct. 4.

Persons: Bernstein, Meta, Shein, we're, Jim Cramer's, Kamala Harris, Jim, Jim Cramer Organizations: Wall, Google, Meta, Adobe, Facebook, CNBC Locations: Wednesday's, U.S

☆ Here's why Goldman Sachs' gloomy 10-year stock market forecast is no reason panic
▼ + stars: | 2024-10-22 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

The first line of the note reads: "We estimate the S & P 500 will deliver an annualized nominal total return of 3% during the next 10 years." For starters, nobody knows what the coming decade has in store for the S & P 500. Valuation: Yes, the S & P 500 is currently trading at a historically high multiple. Going out on a limb and making market calls or calls about individual stocks is not for the faint of heart. The S & P 500 has more than doubled since then, advancing about 135%, which amounts to that roughly 13% annual return that Kostin mentioned in his note.

Persons: David Kostin, Kostin, Goldman, it's, Jim Cramer, Stanley Black, Decker, That's, Jim, It's, Goldman Sachs, we're, Jim Cramer's, Brendan McDermid Organizations: Goldman, Goldman Sachs Chief U.S, Equity, Treasury, Nvidia, Federal Reserve, U.S, Jim Cramer's Charitable, CNBC, New York Stock Exchange Locations: Goldman Sachs, U.S, Wells

☆ 'Magnificent Seven' stocks are a bright spot Tuesday as the market bounces off its lows
▼ + stars: | 2024-10-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Mag 7: A bright spot in Tuesday's uneven tape is the "Magnificent Seven" stocks. Apple may be down off Verizon' s earnings and Nvidia also is a little lower, but both Club stocks closed at new highs Monday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Nucor, Danaher, outlooked, We're, Larry Culp, Baker Hughes, Jim Cramer's, Jim Organizations: CNBC, ., GE Aerospace, Club, Apple, Verizon, Nvidia, Microsoft, Meta, Seagate Technology, chipmaker Texas, Enphase Energy, GE, Boston Scientific, Jim Cramer's Charitable Locations: Danaher

☆ Earnings season is getting chaotic — plus, Jim Cramer sees a great opportunity in Disney
▼ + stars: | 2024-10-22 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Investors also are grappling with the beginning of a "chaotic" period in earnings season, Jim Cramer said. "I think this is a great opportunity to buy the stock of Disney," Jim said, highlighting improvements to its ESPN and movie business despite theme-park weakness. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Danaher, Jim, Jensen, Huang, buildouts, Morgan Stanley, James Gorman, Bob Iger, Stocks, Jim Cramer's Organizations: CNBC, Treasury, Nvidia, Disney, ESPN, GE Aerospace, RTX Corp, General Motors, Verizon Communications Locations: Mumbai, India

☆ We're buying more shares on the dip in this Fed rate-cut stock tied to housing
▼ + stars: | 2024-10-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following Tuesday's trade, Jim Cramer's Charitable Trust will own 145 shares of HD, increasing its weighting to 1.65% from 1.14%. Dow stock Home Depot has dropped $18 per share — or a little more than 4% — since making a new high of $418 last Wednesday. Some of this decline is probably due to profit-taking since the stock has gone straight up since Sept. 6. 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.

Persons: Jim Cramer's, nonfarm payrolls, Jim Cramer, Jim Organizations: Dow, Home, Federal, UBS, CNBC

☆ Rising bond yields whack stocks, again. But our second-biggest holding hits new high
▼ + stars: | 2024-10-21 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. In his Sunday column , Jim Cramer wrote about how big money going into S & P funds impacts the overall market. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, James Gorman, Jan, Morgan Stanley, Bob Iger's, Morgan Stanley's, Jim Cramer's, Jim Organizations: CNBC, Treasury, Nvidia, Fellow Club, Disney, Honeywell, United Parcel Service, Corp, Boeing, Jim Cramer's Charitable Locations: Monday's

☆ Street note lifts cybersecurity stocks, supports our call to own two names in sector
▼ + stars: | 2024-10-21 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analyst raised its price target on Palo Alto Networks to $446 (a new Street high) from $421, Check Point Software to $183 from $170, and Fortinet to $105 from $69 while naming it a top pick. There was no action on recent portfolio addition CrowdStrike because the note's focus was on network security. The Morgan Stanley note reinforces our decision to own both Palo Alto Networks and CrowdStrike. With Palo Alto Networks, it's a couple of quarters away from the beginning of a product refresh cycle. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Jim Cramer, Bonds, Morgan, CrowdStrike, Morgan Stanley's, Morgan Stanley, Lockheed Martin, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: CNBC, Federal Reserve, Palo Alto Networks, Alto, Security, Logitech, Zions Bancorp, GE Aerospace, Verizon, GM, Jim Cramer's Charitable Locations: Treasuries, Palo, Davos, Switzerland

☆ Wall Street analysts get it wrong on two of our portfolio industrial stocks
▼ + stars: | 2024-10-21 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

New research from Wall Street analysts missed the mark on two of our industrial-focused stocks. The news on Stanley Black & Decker Baird increased Stanley Black & Decker's price target to $104 per share from $94. Baird reiterated its hold-equivalent rating on shares, arguing Stanley Black & Decker's "turnaround progress remains a key focus." SWK YTD mountain Stanley Black & Decker YTD Big picture Stocks tied to housing like Stanley Black & Decker have been under pressure lately because the 10-year Treasury yield keeps rising despite the Federal Reserve's jumbo 50-basis-point interest rate cut last month and signals of further easing into year-end and beyond. Stanley Black & Decker "will be ignited when those [rate cuts] start occurring in earnest," he said.

Persons: Stanley Black, Decker Baird, That's, Baird, Decker, Stocks, Stanley, Jim Cramer, DuPont Morgan Stanley, Morgan Stanley, Jim, Jim Cramer's, Michael M Organizations: Wall Street, Federal, DuPont, de Nemours, Barclays, CNBC, Traders, New York Stock Exchange, Santiago, Getty Locations: New York City

☆ Here are the 5 things that could move the stock market in the week ahead
▼ + stars: | 2024-10-20 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Earnings drove the stock market higher — can they do it again in the week ahead? But he acknowledged that timing is key because our portfolio discipline mandates that we consider lightening up our stock exposure in an overbought market. In fact, AMD was our worst-performing stock for the entire week, losing more than 7% following the prior week's 1.8% slide. Energy was the worst sector of the week for the market as oil prices sank. In the week ahead, housing numbers are the main draw on the economic front.

Persons: Jim Cramer, ASML, Morgan Stanley, WTI, industrials, We're, Sartorius, Danaher, we're, Stanley Black, Lockheed Martin, Philip Morris, Clark, Baker Hughes, Lam, DOV, CARR, Davidson, Northrop, Edwards Lifesciences, Jim Cramer's, Jim, Stocks, Tuesday's, Spencer Platt Organizations: Dow, Nasdaq, Netflix, Modelo, Corona, Constellation Brands, Taiwan Semiconductor Manufacturing Company, Nvidia, AMD, Broadcom, Club, Abbott Laboratories, Energy, Texas, Honeywell, Danaher, Federal Reserve, Treasury, SAP, Logitech, Verizon, General Motors, GE Aerospace, GE, Lockheed, Quest Diagnostics, Norfolk Southern, Polaris, Seagate Technology, Texas Instruments, Canadian National Railway Company, Boeing, GE Vernova, Fisher, Boston, General Dynamics, Hilton, Lam Research, Business Machines, IBM, Newmont, Viking Therapeutics, Vista Energy, Mattel, O'Reilly Automotive, Whirlpool, American Airlines, United Parcel Service, Southwest Airlines, Tractor Supply Company, Carrier Global, Dow Chemical, DOW, Harley, Union Pacific, Valero Energy, Hasbro, Northrop Grumman, Ryder, Boyd Gaming, Western, Boston Beer Company, York Community Bancorp, Colgate, Palmolive, Newell Brands, Jim Cramer's Charitable, CNBC, NEW, Traders, New York Stock Exchange, Getty Locations: BlackRock, CrowdStrike, U.S, Dover, Freeport, McMoRan, Kimberly, Norfolk, Las, ORLY, VALE, New York City

☆ The index fund cushion is an equal opportunity booster for stocks
▼ + stars: | 2024-10-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +12 min

S & P 500 money is oblivious to stock valuations of any kind and ignorant to upgrades and downgrades. The Lilliputian sellers regularly fail to do damage when matched with the oblivious index money. A 4% 2-year note isn't competitive to the magnet of the S & P 500 and its kin. That's emblematic of what happens with a big buyback without stock-based compensation (something many tech firms use that renders moot the S & P 500 inflows). Because of the way that the S & P 500 money is divvied up, the share base becomes overwhelmingly index-fund based and the index fund shareholders do not sell.

Persons: Morningstar, Smoot, Herbert Hoover's, Warren Buffett, Buffett, Jerome Powell, haven't, Charlie Scharf, Wells, Banks, Charlie, Morgan Stanley, Ted Pick, James Gorman, Schwab, Gamble, Jim Umpleby, that's, Butch Cassidy, Jim Cramer's, Jim Cramer, Jim, Charles Scharf, Kyle Grillot Organizations: Federal Reserve, Commerce Department, Taiwan Semi, Trust, Fed, Triple AAA Robinhood, Morgan, Procter, United Airlines, Exxon, Caterpillar, Boeing, Apple, Meta, Sundance, Jim Cramer's Charitable, CNBC, Milken Institute Global Conference, Bloomberg, Getty Locations: Hawley, McCumber, Taiwan, Arizona, American, Wells Fargo, Wells, China, Chevron, Beverly Hills, Calif

☆ 4 ways Brian Niccol can use his Chipotle playbook to reinvigorate Starbucks
▼ + stars: | 2024-10-19 | by ( Paulina Likos | ) www.cnbc.com time to read: +15 min

At Starbucks, Niccol inherits a company that under previous leadership consistently disappointed investors with weakening sales, including back-to-back periods of negative same-store sales growth this year. Operations Upon taking over Chipotle, Niccol's focus was on improving operations after the rise of digital orders complicated execution and increased wait times. The addition of shelves alone accelerated the use of Chipotle's second "make line," where digital orders are prepared in the back of the store. To rebuild consumer trust at Chipotle, Chipotle launched the "Behind the Foil" campaign to showcase transparency in food preparation. His marketing approach "brought new news in a positive way toward Chipotle," Silberman said.

Persons: Brian Niccol's, Brian Niccol, Jim Cramer, Laxman Narasimhan, Niccol, Chipotle, Howard Schultz, Narasimhan, Schultz, Jefferies, Andy Barish, Barish, Lauren Silberman, Silberman, Rachel Ruggeri, there's, It's, Carne Asada, Queso Blanco, Chipotle's, Deutsche Bank's Silberman, hasn't, Tressie Lieberman, Lieberman, Jim Cramer's, Jim, Adam Jeffery Organizations: Starbucks, CNBC, Street, North America, Deutsche Bank ., Deutsche, Taco, Yum Brands, Yahoo, LinkedIn, Starbucks Workers Locations: Chipotle, Niccol, China, U.S, Denver, Michigan, Maine

☆ S&P 500 eyes another record close — plus, our 2 health-care stocks that defied the group
▼ + stars: | 2024-10-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Markets: The S & P 500 is on pace for another record close and its sixth straight positive week. Financials also continued their strong run this week thanks to strong earnings from banks such as Club holding Morgan Stanley and other financial services companies. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, hasn't, Financials, Morgan Stanley, Danaher, we'll, Jim Cramer's, Jim Organizations: CNBC, ., ASML Holdings, Taiwan Semiconductor Manufacturing Company, Nvidia, bellwether, Abbott Laboratories, UBS, Mizuho, . Energy, Texas, OPEC, International Energy Agency, Coterra Energy, Dow Jones, Dover, Honeywell, Jim Cramer's Charitable

☆ Cramer sees 'nirvana moment' for the market and sorts through the big stock movers
▼ + stars: | 2024-10-18 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. 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. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, overbought, —, Honeywell, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Netflix, Nvidia, Broadcom, Devices, Apple, Honeywell, American Express, Procter, Gamble, CVS Locations: China, Dover

☆ Jim Cramer says Apple stock can 'blow through' records on real iPhone data out of China
▼ + stars: | 2024-10-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Apple stock was on track to close at a record high Friday after positive new data about iPhone demand in China. Apple stock was more than 3% this week. As a result, he predicted Apple stock will "blow through a lot of levels here." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Pro Max, Jim, Jim Cramer's, Jim Cramer Organizations: Research, Pro, Huawei, Apple, IDC, Apple Intelligence, iPhone, CNBC, Getty Locations: China, Shanghai, Nanjing

☆ The manufacturer of Nvidia, AMD chips soothes concerns that rocked the industry Tuesday
▼ + stars: | 2024-10-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

To be sure, a Bloomberg report earlier Tuesday that the U.S. government was considering a cap on AI chip exports to certain Persian Gulf nations may also have dampened industry sentiment. Investors are sensitive to any updates on AI chip demand, given the dramatic rise in the stocks of Nvidia, AMD, Broadcom and others over the past two years. Bottom line Artificial intelligence is alive and well, according to TSMC, which has emerged as the most valuable window into AI demand other than Nvidia itself. With Big Tech earnings in the coming weeks, it's particularly nice to see the AI chip trade stabilize after the ASML debacle. Jim said Thursday that AMD, which has way underperformed Nvidia, Broadcom and the broader market, is "still a bargain."

Persons: Wei, It's, Jensen Huang, TSMC, Jim, we're, Jim Cramer's, Jim Cramer Organizations: Taiwan Semiconductor Manufacturing Company, Nvidia, Devices, Broadcom, CNBC, Nvidia's, iShares Semiconductor, AMD, Bloomberg, Big Tech, Apple, Club, Getty Locations: U.S, Hsinchu, Taiwan

☆ Jim Cramer says he would be a buyer of Disney if the stock goes to this key level
▼ + stars: | 2024-10-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Jim Cramer would be a buyer of Walt Disney if the stock were to trend lower. He said that buying on weakness makes sense because the slowdown in Disney's theme parks business, the profit engine at the company, will eventually abate. The challenge, at least in the short term, is dealing with the demand slowdown at Disney theme parks. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Walt Disney, Piper Sandler, Jim, Disney, what's, Helene, Jim Cramer's Organizations: ESPN, KeyBanc, DIS, Disney, Hulu, Federal Reserve, Wednesday's, CNBC Locations: Florida, California, Milton

☆ Don't get blinded by the Fed rate cut trade and the signs of life in small cap stocks
▼ + stars: | 2024-10-17 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

With the Federal Reserve now cutting interest rates, investors are looking for stocks that can be super-charged by lower borrowing costs. Small and medium-sized companies tend to be the most closely affected by the direction of the economy and rates. Outflows were seen solely in large caps; small and mid-caps saw inflows." If money does keep flowing into small caps, will it come at the expense of large caps? .SPX mountain 2022-10-01 S & P 500 since Oct. 1, 2022 That said, if the move into the smaller caps stocks continues, we may start to see more competition for capital.

Persons: Russell, that's, it's, Stanley Black, Decker, Jim Cramer, Jensen Huang, Morgan Stanley's, We're, Canaccord Genuity, pare, Jim Cramer's, Jim, Michael Nagle Organizations: Federal Reserve, BMO Capital Markets, Bank of America, Nvidia, CNBC, Blackwell, Taiwan Semiconductor Manufacturing Company, Devices, Broadcom, Apple Intelligence, Apple, Microsoft, Presidential, Jim Cramer's Charitable, New York Stock Exchange, Bloomberg, Getty Locations: U.S

☆ Best Buy and Danaher are on the move Thursday — here's what is behind their different fates
▼ + stars: | 2024-10-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim said he has previously debated selling some Danaher shares around their current levels of $275 but now he has "cold feet." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, Sartorius, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Commerce Department, Nvidia, Broadcom, Club, CSX, Elevance, AMD Locations: Blackstone

☆ Why we're downgrading our solar stock Nextracker, plus the chipmakers bounce back
▼ + stars: | 2024-10-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Semiconductor stocks are rebounding in reaction to a beat-and-raise earnings report from Taiwan Semiconductor . NEXTracke r: Shares of solar stock Nextracker are having another rough day, dropping roughly 3%. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023.

Persons: Jim Cramer, Donald Trump, Joe Biden, Trump, there's, we've, Jim Cramer's, Jim, Amber Wang Organizations: CNBC, Semiconductor, Taiwan Semiconductor, Nvidia, Apple, Taiwan Semi, ASML Holdings, Treasury, Atlanta, JPMorgan, Nextracker, Microsoft, Republican, Netflix, Procter, Gamble, American Express, Jim Cramer's Charitable, Taiwan Semiconductor Manufacturing Company, Center, Afp, Getty Locations: Taiwan, Hsinchu, AFP

☆ We're raising our Morgan Stanley price target after a post-earnings stock surge to record highs
▼ + stars: | 2024-10-16 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Morgan Stanley shares soared to all-time highs Wednesday after third-quarter beats on the bank's top and bottom lines, with strength seen across the board. MS YTD mountain Morgan Stanley YTD Club stock Morgan Stanley was up 7.5%. Morgan Stanley outpaced expectations in just about every aspect of each operating division and put up very strong quarterly results in terms of firmwide key performance indicators. Given its 15.1% CET1 ratio, Morgan Stanley has plenty of excess capital at its disposal to both continue investing in growth and return excess capital to shareholders. Morgan Stanley Why we own it : We own Morgan Stanley for the rebound taking place in IPO and M & A activity along with growth in wealth management, which provides more durable fee-based revenues.

Persons: Morgan Stanley, Wells Fargo, Morgan Stanley's, Sharon Yeshaya, Morgan Stanley repurchased, Goldman Sachs, Ted Pick, Morgan, Yeshaya, That's, Eaton Vance, Jim Cramer's, Jim Cramer, Jim, Bing Guan Organizations: Revenue, LSEG, Morgan Stanley YTD, Investment, Bloomberg, Institutional Securities, Bank of Japan, CNBC, Getty Locations: Wells Fargo

☆ These 5 portfolio stocks outperformed the market's incredible run since our September Monthly Meeting
▼ + stars: | 2024-10-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We did hold onto our rate-sensitive names like Wells Fargo and Morgan Stanley , which were among the best performers since the last Monthly Meeting. Morgan Stanley: 16.2% Following the Fed's decision, shares advanced as investors became more optimistic about a soft landing for the U.S. economy. Morgan Stanley benefits from lower rates — and, in turn, a better economy — because it can usher in more Wall Street dealmaking such as initial public offerings and mergers and acquisitions. That's because the Club has been debating exiting Morgan Stanley altogether for a potentially better investment banking rebound play like Goldman Sachs. Morgan Stanley reiterated its buy-equivalent rating on Oct. 10, arguing that Eaton has a positive setup into earnings season.

Persons: It's, Wells, Morgan Stanley, Morgan, Goldman Sachs, Morgan Stanley's, Salesforce, Marc Benioff, Piper Sandler, Guggenheim, Meta, Eaton, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow Jones Industrial, Dow, Procter, Gamble, Meta, Fed, Northland Capital Markets, UBS, Citigroup, Analysts, JPMorgan, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: U.S, Wells Fargo, Salesforce, Eaton, Tuesday's, Northland

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