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☆ Stocks making the biggest moves midday: Apple, Meta, Costco, Marvell, C3.ai and more
▼ + stars: | 2023-03-03 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

Costco Wholesale — The retailer's shares dropped 3.4% after the company's fiscal second-quarter earnings missed analysts' expectations. Marvell Technology — The chip stock lost 7.3% after Marvell Technology reported mixed quarterly results and provided weak guidance. The move comes after Bumble announced it would price a secondary offering of 13.75 million shares of its common stock at $22.80 per share. The company earned an adjusted 37 cents per share, above the 29 cents expected by analysts, according to Refinitiv. The company posted a loss of 6 cents per share, compared to Refinitiv analysts' estimates for a 22 cent loss.

☆ Three-Stock Lunch: ZS, COST and META
▼ + stars: | 2023-03-03 | 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 EmailThree-Stock Lunch: ZS, COST and METADanielle Shay, vp of options at Simpler Trading, joins 'Power Lunch' to discuss the news and the moves associated with three stocks : Zscaler, Costco, and Meta.

☆ Stocks making the biggest moves premarket: C3.ai, Zscaler, ChargePoint and more
▼ + stars: | 2023-03-03 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

Check out the companies making headlines before the bell:C3.ai — Shares surged 17% after C3.ai reported third-quarter results that topped expectations. It also reported revenue of $66.7 million, surpassing expectations of $64.2 million. The company reported adjusted earnings of 63 cents per share on revenue of $7.81 billion. Zscaler — Shares of the cybersecurity company slid 11% in premarket trading despite Zscaler beating estimates on the top and bottom lines for the fourth quarter. The wholesale retailer reported revenue of $55.27 billion, less than the consensus estimate of $55.54 billion, according to Refinitiv.

☆ Stocks making the biggest moves after hours: C3.ai, Zscaler, ChargePoint, Marvell Technology and more
▼ + stars: | 2023-03-02 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

The company posted a loss of 6 cents per share, compared to analysts' estimates for a 22 cent loss. Dell's revenue also exceeded expectations, coming in at $25.04 billion versus analysts' estimates of $23.39 billion. Marvell Technology — Shares of the semiconductor company shed 6% after the company posted mixed results for the fourth quarter. Meanwhile, its revenue of $1.42 billion topped the $1.40 billion analysts had expected. Hewlett Packard also posted revenue of $7.81 billion, beating estimates of $7.43 billion.

☆ Inflation takes a back seat to earnings next week as stocks look to bounce back
▼ + stars: | 2023-02-24 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +7 min

The latest Fed projection for the so-called terminal rate — the level where the rate hikes stop — was just over 5%. Before this past week, those intraday levels hadn't been seen since November 2022. ET: ISM Services Looking back January's hot reading on core PCE on Friday was the most influential economic number of the past week. In Club earnings this past week, Nvidia (NVDA) was certainly the highlight. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Stocks are reversing course as inflation looks sticky with more retail earnings on deck
▼ + stars: | 2023-02-24 | by ( Jesse Pound | ) www.cnbc.com time to read: +5 min

The optimism about inflation and the U.S. economy is quickly waning on Wall Street, and the early 2023 rally for stocks is fading. The market was under pressure again on Friday after a hotter-than-expected reading for personal consumption expenditures, sending rates higher and stocks lower. Economic updates Next week brings a new round of economic indicators to see how the sticky inflation is affecting consumers and business. Other looks at the economy will come through key earnings reports. Speech by Fed Governor Christopher Waller Friday: 9:45 a.m. Markit Services PMI 10:00 a.m. ISM Services PMI 3:00 p.m.

☆ The Club's top 10 things to watch in the stock market Tuesday: CPI, volatile market, oil dips
▼ + stars: | 2023-02-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analysts have buys on Palo Alto Networks (PANW), with the most upside to price target, as well as CrowdStrike (CRWD), Check Point (CHKP) and Fortinet (FTNT). They increase price target to $255 per share from $215. But they think any pullback in shares of the Club stock would be short-lived ahead of the chip company's March 20 to 23 GTC developer conference . The analyst say Club holding TJX Companies (TJX) is best positioned and raise price target to $88 from $85. Industrial gas company and Club holding Linde 's (LIN) price target was increased to $378 per share from $370 at BMO Capital.

☆ Security Gets Blended With Corporate Networks in New Cloud Platforms
▼ + stars: | 2023-02-10 | by ( Belle Lin | ) www.wsj.com time to read: +6 min

As everything moves to the cloud, a new generation of cybersecurity platforms has emerged, combining corporate networks with security tools such as malware protection into a single system that tech leaders can manage centrally. Older technology can be upgraded to lay the groundwork for implementing a new platform, Mr. Franch said, but it needs to happen without disrupting the existing corporate network. PREVIEWAt Carriage Services, Mr. Franch wants to undertake a network modernization similar to one he oversaw as chief technology officer of commercial real-estate services company Cushman & Wakefield. Modernization tends to reduce complexity and increase visibility of what’s on the network, which can benefit security, according to Mr. Franch. Goya Foods Inc. CIO Suvajit Basu said the Jersey City, N.J.-based company uses cybersecurity services from about seven vendors and a total of about 12 cybersecurity tools, many purchased and implemented over time.

☆ Cramer's lightning round: Parker-Hannifin is a buy
▼ + stars: | 2023-02-07 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

I would buy it here." Waste Management Inc : "Everyone thought that quarter was not that great and was telling me to buy Republic Services . Loading chart...Illumina Inc : "If you're going to be in that business, there's only two. Loading chart...TG Therapeutics Inc : "This is [run by CEO] Mike Weiss. I think that you've got a winner, and I need to hear it from you."

☆ Analysts love these 12 cheap stocks — and give one 70% upside
▼ + stars: | 2023-01-16 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

2022 was a bad year for many investors, with most stocks — especially tech — plummeting to levels not seen since 2008. Forward P/E incorporates a company's forward-looking, estimated earnings per share from Wall Street analysts. More than 70% of analysts covering these two stocks give them a buy rating. They also see big upside potential — 70% for CrowdStrike and 55% for Palo Alto. Canada-based payments tech firm Nuvei also made the list, trading at a discount of nearly 70% to its average five-year forward P/E multiple.

☆ The cloud investing outlook after the stocks were cut in half last year — Top picks for '23
▼ + stars: | 2023-01-11 | by ( Frank Holland | In | ) www.cnbc.com time to read: +1 min

Cloud computing, enterprise software and cybersecurity stocks underperformed the broader market in 2022, but one top analyst sees value in the space. The Wisdom Tree Cloud Computing ETF , which includes Salesforce, Adobe and Shopify, fell more than 51% last year. Top Picks Ives says his top pick for the sector is Microsoft . Some of that could go to the cloud space. For possible takeout candidates and more on the 2023 outlook for the cloud, see the video above exclusive for the PRO audience.

☆ These 'recession-resistant' cybersecurity stocks have over 60% upside, analysts say
▼ + stars: | 2022-12-28 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

That new trend raises the question: Can cybersecurity companies sustain earnings through a recession? Loukas, whose fund holds cybersecurity stocks such as CrowdStrike and Zscaler , said that as more businesses move into the cloud and cybersecurity threats evolve, companies will continue to prioritize spending on protection regardless of economic conditions. According to FactSet data, analysts expect the London-listed stock to rise by 89% in the next year. Shares in Silicon Valley-headquartered firms Zscaler and Palo Alto Networks are also expected to rise by 62% and 45%, respectively. Meanwhile, analysts at Mizuho said CrowdStrike , a Texas-based cybersecurity firm, is an "unrivaled" market leader.

☆ The Nasdaq had its worst year since 2008. These are the best and worst performers and what to expect in 2023
▼ + stars: | 2022-12-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +9 min

2022 brought an end to an impressive bull run for technology — and the worst year for the Nasdaq Composite since 2008. Energy stocks, meanwhile, found favor in investors' portfolios, as did healthcare and financials. Given this outlook, CNBC examined some of the worst and best-performing stocks in the Nasdaq 100 this year. Energy stocks Energy won 2022, benefitting from volatile oil prices triggered by the war in Ukraine. Meta Platforms was the worst-performing FAANG name, and one of the poorest-performing Nasdaq stocks.

☆ What's next after a brutal year for tech? Market watchers share their views — and top stock picks
▼ + stars: | 2022-12-26 | by ( Zavier Ong | ) www.cnbc.com time to read: +7 min

If you invested in tech stocks in 2022, chances are you're sitting on a loss right now. As they head into 2023, investors could be forgiven for thinking that the worst of the tech rout is over. Big Tech is 'not dead' Michael Yoshikami, founder and CEO of Destination Wealth Management, said Big Tech is "not dead," though it will take time to recover. Goldman Sachs and Citi also see pockets of opportunities within Big Tech, with both naming Amazon and Meta Platforms as their top picks for 2023. The sector has traditionally been viewed as a growth sector, but some analysts say tech stocks are now value stocks instead.

☆ Analysts' favorite growth stocks for 2023 include two electric vehicle charging companies expected to double
▼ + stars: | 2022-12-25 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

It has been a year to forget for growth stocks. This also marks the first time since 2016 that growth has lagged value, comparing the growth ETF to the iShares Russell 1000 Value ETF (IWD) . Growth stocks are characterized by those that tend to trade on the expectation of strong earnings expansion over several years in the future, rather than here and now. Despite this tough year, analysts expect big gains from some growth companies in 2023. More than three-quarters of analysts covering ChargePoint rate it a buy, while Plug Power has buy ratings from nearly two-thirds of analysts covering it.

☆ Cybersecurity consolidation will happen more and more next year, says Zscaler CEO
▼ + stars: | 2022-12-23 | 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 EmailCybersecurity consolidation will happen more and more next year, says Zscaler CEOJay Chaudhry, Zscaler founder and CEO, joins 'TechCheck' to discuss Chaudhry's forecast for 2023, if next year will be a consolidation year for cybersecurity and Chaudhry's thoughts on the frequency of cyber breaches.

☆ These Wall Street analysts explain why they think tech is headed for a huge rebound in 2023 after the 'carnage' in the market this year
▼ + stars: | 2022-12-23 | by ( Emilia David | ) www.businessinsider.com time to read: +4 min

But analysts at Wedbush say tech will grow in 2023, with nowhere to go but up. But in a new note to clients, analysts at Wedbush say that amid the 'carnage' comes the opportunity for growth in 2023. Ives told Insider that the tech sector is well-positioned to thrive even amid a potential economic downturn. All the angst around valuations and macroeconomic conditions are already priced into tech stock prices, Ives suggests, meaning there's nowhere really to go but up. Whichever way 2023 shakes up, Ives thinks there's no reason to miss out on tech stocks next year.

☆ Jim Cramer's top 10 things to watch in the market Friday: Hot jobs, chip trouble, FedEx looks OK
▼ + stars: | 2022-12-02 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Marvell Technology (MRVL) gets multiple price target cuts. Here's a switch: Citi is RAISING its price target on FedEx (FDX) to $190 per share from $165. So price target cuts on Wall Street and the stock down more than 11% in the premarket. The work management platform issues disappointing operating income and lots of analyst price target cuts. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Stocks making the biggest moves midday: Zscaler, Marvell Technology, DoorDash and more
▼ + stars: | 2022-12-02 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +3 min

Zscaler – The cloud security company's shares dipped 11% following its quarterly earnings report, despite Zscaler posting strong results. Marvell Technology – The semiconductor stock fell 4% after the company reported weaker-than-anticipated earnings and revenue for the most recent quarter. DoorDash – Shares of the food delivery service operator fell more than 2% following a downgrade from RBC Capital Markets. Enphase Energy – Shares of energy name Enphase surged 6% Friday and hit a 52-week high after the company announced it launched a group of microinverters in Europe. Chinese stocks – Shares of Chinese retail stocks Baidu gained 5% while JD.com and Pinduoduo rose 6.4% and 4.6% respectively as signals of easing Covid restrictions in China calmed investors.

☆ Stocks making the biggest moves premarket: Marvell Technology, Horizon Therapeutics, DoorDash and more
▼ + stars: | 2022-12-02 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Zscaler (ZS) – The cloud security company reported a better than expected quarter, but its stock slumped 9.1% in premarket trading following conservative guidance. Horizon shares had soared 27.3% last Friday on news that it was in talks with several potential takeover partners. DoorDash (DASH) – DoorDash shares fell 2.8% in premarket trading after RBC Capital Markets downgraded the stock to "sector perform" from "outperform." Rigel Pharma (RIGL) – Rigel's stock soared 34% in the premarket after the FDA approved its drug to treat a certain type of leukemia. PagerDuty (PD) – The cloud computing company's stock jumped 6.6% in premarket trading after it reported an unexpected quarterly profit.

☆ Stocks making the biggest moves after hours: Asana, Zscaler, Marvell and more
▼ + stars: | 2022-12-01 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

Pedestrians wearing protective masks pass in front of a banner displaying Asana Inc. signage during the company's initial public offering (IPO) in front of the New York Stock Exchange (NYSE) in New York, U.S., on Wednesday, September 30, 2020. Asana – Shares of the work management platform operator plunged about 12% in extended trading after the company reported a loss for the most recent quarter on a non-GAAP basis, though it was narrower than expected. Zscaler – The cloud security company saw its shares dip 9% following its quarterly earnings report, despite posting strong results. The company also forecast better-than-expected earnings and revenue for its fiscal second quarter and full year. Marvell Technology – The semiconductor stock fell 6.9% after the company reported weaker-than-anticipated earnings and revenue for the most recent quarter.

☆ S&P 500 futures fall slightly as investors await Friday's U.S. jobs data
▼ + stars: | 2022-12-01 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

S&P 500 futures were slightly lower Thursday night as investors looked ahead to the November jobs report. Dow Jones Industrial Average futures were lower by 0.15% and Nasdaq 100 futures fell 0.25%. In regular trading, the Dow closed lower by nearly 195 points, while the S&P 500 inched down 0.09%. Investors are focused on the Labor Department's report on non-farm payrolls, the unemployment rate and hourly wages, due at 8:30 a.m. Economists expect the economy to have added 200,000 jobs in November, according to Dow Jones.

☆ Crowdstrike Holdings warning sparks selloff in cybersecurity stocks
▼ + stars: | 2022-11-30 | by ( ) www.reuters.com time to read: +2 min

Nov 30 (Reuters) - A warning from Crowdstrike Holdings Inc (CRWD.O) that clients were cutting back on spending and delaying purchases due to an economic slowdown slammed cybersecurity stocks on Wednesday, inflicting fresh pain on the battered sector. "Increased macroeconomic headwinds elongated sales cycles with smaller customers and caused some larger customers to pursue multi-phase subscription start dates," Crowdstrike Chief Executive Officer George Kurtz said. The results are the latest in a series of dour reports from cybersecurity firms, whose business boomed during the pandemic but is now seeing a slowdown, making them a hot target for private equity buyouts. "Resilient, but not immune is a theme that will likely dominate the narrative during our October quarter-cohort earnings cycle," Piper Sandler analysts said. Still, some analysts see long-term benefits from the rising demand for cybersecurity as more businesses take to the web and high-profile hacks force companies to be more cautious.

☆ These companies are flush with cash if a recession hits. Consider buying these 10 fortress stocks
▼ + stars: | 2022-11-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Because of this, Morgan Stanley compiled a list of fortress stocks that could situate and protect investors' portfolios for a pending recession. It offers a cash-to-enterprise value of 11.3%, with free cash flows expected to grow just 1.6% next year, before jumping to nearly 31% the year after. The company's free cash flows are forecasted to grow 20.9% next year and 11.1% the following year. Multiple semiconductor names were included in the screen, including Qualcomm , which offers cash as a percentage of enterprise value of 4.3%. The company is expected to grow free cash flows by 64% next year, but that's forecasted to slow to just 17.4% the following year.

☆ A tech rebound may be needed for a full market recovery. These are the stocks that could lead
▼ + stars: | 2022-11-26 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

The S & P 500, meanwhile, is down 15.5% this year, dragged down by the communication services and information technology sectors, along with consumer discretionary. The Nasdaq is up 6% in the fourth quarter, while the S & P 500 has surged 12% in that time. But, some investors think tech's cooperation will be needed for the market to bounce back from this bear market. "[Tech stocks] have to participate, they have to move up to get a big market move," the company's co-chief investment officer said. Tech stocks that could lead Given this backdrop, CNBC Pro searched for stocks in the Nasdaq 100 — which is made up of the 100-largest Composite stocks — that could lead tech out of its rut.

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