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☆ Paramount could be a good long-term due to sports content, says Payne Capital's Courtney Garcia
▼ + stars: | 2024-02-28 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailParamount could be a good long-term due to sports content, says Payne Capital's Courtney GarciaCourtney Garcia, Payne Capital Management senior wealth advisor, joins 'The Exchange' to discuss how to trade Paramount, HP, and Birkenstock.

Persons: Payne Capital's Courtney Garcia Courtney Garcia Organizations: Paramount, Payne Capital Management, HP

☆ We're just seeing a broadening out of this rally, says EMJ Capital's Eric Jackson
▼ + stars: | 2024-02-28 | 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 EmailWe're just seeing a broadening out of this rally, says EMJ Capital's Eric JacksonEric Jackson, EMJ Capital founder and president, joins 'Money Movers' to discuss why there will be lasting upside to sectors like biotech and small caps, the recent history of strong moves higher, and much more.

Persons: EMJ Capital's Eric Jackson Eric Jackson Organizations: EMJ Capital

☆ Croft: Guyana has been a big driver of supply in the oil market, and is hugely important to Exxon
▼ + stars: | 2024-02-27 | 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 EmailCroft: Guyana has been a big driver of supply in the oil market, and is hugely important to ExxonRBC Capital's Helima Croft discusses the global importance of a giant oil block in Guyana, that's prompting a corporate dispute between Chevron and Exxon Mobil, and stoking geopolitical tensions.

Persons: Helima Croft Organizations: Exxon RBC, Chevron, Exxon Mobil Locations: Croft, Guyana

☆ Market's not as concerned with rates during period of economic strength, says iCapital's Amoroso
▼ + stars: | 2024-02-26 | 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 EmailMarket's not as concerned with rates during period of economic strength, says iCapital's AmorosoAnastasia Amoroso, iCapital chief investment strategist, joins 'Money Movers' to discuss recent investor enthusiasm, how much more growth could lead the Federal Reserve to raise rates again, and much more.

Persons: iCapital's Amoroso Anastasia Amoroso Organizations: Federal Reserve

☆ 'The worry is not the reality': A 36-year market veteran explains why beaten-down micro-cap stocks will enjoy a jaw-dropping rally — and names which 4 companies will be the biggest winners
▼ + stars: | 2024-02-24 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

The group kept lagging last year as markets braced for a recession that would especially hurt economically sensitive small caps. And although the market isn't on small caps' side, Rendino believes historical precedent is. However, Rendino isn't discouraged by small caps' slow start and is instead pleased that his firm is outperforming. "Small caps were up in the fourth quarter, and we're having a really good year," Rendino said. "And I know why companies aren't in the good graces of investors and why certain investors shy away from companies."

Persons: —, Kevin Rendino, Rendino, Russell, He's, Rendino isn't, he's, we're, we've, Benjamin Graham, David Dodd Organizations: Service, Business, Capita, Federal Reserve, Capital, Federal

☆ Nvidia's well positioned to sell into a supply-constrained market, says Advisors Capital's Feeney
▼ + stars: | 2024-02-21 | 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 EmailNvidia's well positioned to sell into a supply-constrained market, says Advisors Capital's FeeneyJoanne Feeney, Advisors Capital Management portfolio manager, joins 'Squawk on the Street' to discuss why Wall Street is treating Nvidia so explosively, if Nvidia should now be a core holding, and how much solid strategy Nvidia investors need to hear at this point.

Persons: Capital's Feeney Joanne Feeney Organizations: Capital Management, Nvidia

☆ Stronger economic data means Fed shouldn't cut rates, says MAI Capital's Chris Grisanti
▼ + stars: | 2024-02-20 | 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 EmailStronger economic data means Fed shouldn't cut rates, says MAI Capital's Chris GrisantiChristopher Grisanti, MAI Capital Management chief equity strategist, joins 'The Exchange' to discuss the timeline of Fed actions, whether the demise of EVs are exaggerated, and more.

Persons: Chris Grisanti Christopher Grisanti Organizations: MAI Capital Management

☆ Crown Castle co-founder launches proxy fight after being rebuffed from Elliott effort
▼ + stars: | 2024-02-20 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +2 min

A co-founder of telecommunications company Crown Castle has nominated a rival slate of directors to the firm's board, muddying the waters months after activist investor Elliott Management and Crown Castle signed a cooperation agreement. Crown Castle said in a statement rejecting the slate that the Boots Capital nominees "do not possess the relevant expertise and experience." Elliott rebuffed Boots Capital's entreaties, the people said, which they described as seeking investment or access to investors. Miller had been trying to raise money for a special-purpose vehicle to launch an activist fight at Crown Castle prior to Elliott's November launch and had been in conversation with Crown Castle since at least August, the people said. Representatives for Boots Capital did not immediately respond to a request for comment.

Persons: Elliott, Ted Miller, Boots Capital, Miller, Boots Capital's Organizations: Elliott Management, Crown, Boots, CNBC, Boots Capital

☆ Hedge funds took profits in these popular technology stocks during the fourth quarter
▼ + stars: | 2024-02-19 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Hedge funds appeared to take profits in a host of winning " Magnificent Seven " stocks during the fourth quarter at the end of a blowout year for the septet. Still, Nvidia shares rallied 14% in the fourth quarter, extending a 3% gain in the September quarter. Nor was Nvidia the only semiconductor maker that hedge funds cut back on in the fourth quarter. Reducing exposure to the rest of Magnificent Seven Hedge funds also took profits in a handful of other popular Magnificent Seven stocks that helped power 2023's AI-fueled market rally. Beyond the most prominent companies, hedge funds also made key reductions in other popular technology and semiconductor bets last quarter.

Persons: Dan Sundheim zeroed, Stanley Druckenmiller, David Tepper's, Phillippe Laffont's Coatue, Global's Chase Coleman, Jensen Huang, chipmaker, Tepper, Ole Andreas Halvorsen, Druckenmiller, Baupost Group's Seth Klarman, Coatue's Laffont, Point's Dan Loeb, Berkshire Hathaway, Value's Jeffrey Smith, Marc Benioff, Appaloosa's Tepper, Michael Burry, Druckenmiller amped, Point's Loeb, Coatue, Laffont, Tiger Global's Coleman, —, Alex Harring, Yun Li Organizations: Appaloosa Management, D1, Technology, Wall, Nvidia, Management, Devices, Intel, Qualcomm, Taiwan Semiconductor, Viking, Arm Holdings, VanEck Semiconductor, Google, Microsoft, Duquesne, Viking Global, Corvex Management, Sundheim's D1 Capital, Baidu, Arista Networks, Scion, Oracle, Amazon, Tiger Global, Apple, Taiwan, Broadcom Locations: TSM, Meta, Berkshire, Salesforce, Chinese, China

☆ Commercial real estate is in big trouble — and the problems may have major financial fallout
▼ + stars: | 2024-02-16 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +7 min

Read previewThe tremors rattling US commercial real estate are spreading to other countries and sectors, and threaten to escalate into a financial earthquake as refinancing deadlines loom. There are growing signs that commercial real estate is in serious trouble. AdvertisementProspective losses, refinancing woes, international contagion, and panic selling combine to create a bleak outlook for the commercial property sector. The catalyst for both the banking and commercial real estate drama is deceptively dry: rising interest rates. AdvertisementMoreover, "Undercover Billionaire" star and real estate tycoon Grant Cardone has hailed the ongoing correction as a rare chance for everyday people to buy "trophy real estate" from institutional owners.

Persons: —, aren't, Barry Sternlicht, Pfandbriefbank, Warren Buffett, Ian Jacobs, Jacobs, Grant Cardone Organizations: Service, Business, Starwood Capital's, Bloomberg, European Central Bank, New York Community Bancorp, Investors, Silicon Valley Bank, Federal Reserve, Wall Street, Berkshire Hathaway, Ares Management Locations: Europe, Silicon, San Francisco, New York City, Manhattan, Los Angeles

☆ Why the tech downturn could be a boon for startups
▼ + stars: | 2024-02-16 | 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 EmailWhy the tech downturn could be a boon for startups"It's the jockey, not the horse," when it comes to venture investing according to Thiel Capital's Jack Selby. How the so-called "PayPal Mafia" member decides the entrepreneurs he'll back and what he's learned from the likes of Elon Musk.

Persons: Thiel, Jack Selby, he's, Elon Musk Organizations: PayPal

☆ $6 trillion in cash on the sidelines will come into play this year: Payne Capital's Courtney Garcia
▼ + stars: | 2024-02-16 | 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 Email$6 trillion in cash on the sidelines will come into play this year: Payne Capital's Courtney GarciaNewEdge’s Cameron Dawson and Payne Capital’s Courtney Garcia, join 'Closing Bell' to discuss the market momentum, inflation and this weeks economic data.

Persons: Payne Capital's Courtney Garcia NewEdge’s Cameron Dawson, Payne Capital’s Courtney Garcia

☆ Bitcoin ETFs may pose threat for Coinbase, says MAI Capital's Chris Grisanti
▼ + stars: | 2024-02-15 | 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 EmailBitcoin ETFs may pose threat for Coinbase, says MAI Capital's Chris GrisantiChris Grisanti, MAI Capital Management chief equity strategist, joins 'The Exchange' to discuss how to trade Coinbase, Roku, and Applied Materials.

Persons: Chris Grisanti Chris Grisanti Organizations: MAI Capital Management, Materials

☆ Early indicators suggest we're likely to see a soft landing, says RBC Capital's Gerard Cassidy
▼ + stars: | 2024-02-15 | 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 EmailEarly indicators suggest we're likely to see a soft landing, says RBC Capital's Gerard CassidyGerard Cassidy, RBC Capital Markets analyst, joins 'Squawk on the Street' to discuss whether there's increased liquidity risk from the banks, if a return to capital market activity will be robust, and more.

Persons: Gerard Cassidy Gerard Cassidy Organizations: RBC, RBC Capital Markets

☆ 5 reasons to own Costco despite premium valuation and near record high stock price
▼ + stars: | 2024-02-14 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

BMO Capital Markets increased its Costco price target to $770 per share from $700 and kept its buy-equivalent outperform rating on the stock. After last week's release of solid January sales, Costco got a slew of price target raises. COST YTD mountain COST stock price year to date. Costco shares are high in price and also expensive on a valuation basis. Costco stock caught a series of analyst price target increases following last week's strong sales report for the retail month of January.

Persons: Rich Galanti, Gary Millerchip, Galanti, Costco's, Jim Cramer's, Jim Cramer, Jim Organizations: Costco, BMO Capital Markets, BMO, Walmart, Target, Analysts, Gold, UBS, CNBC, Kroger Locations: U.S, Canada, Mexico, North America, United States, South America, China, Shanghai

☆ Buy the Russell on its weakness, says Freedom Capital's Jay Woods
▼ + stars: | 2024-02-13 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBuy the Russell on its weakness, says Freedom Capital's Jay WoodsJay Woods, Freedom Capital Markets chief global strategist, joins 'Power Lunch' to discuss the technicals for Russell small caps, Coinbase and Intercontinental Exchange.

Persons: Russell, Jay Woods Jay Woods Organizations: Freedom Capital Markets, Intercontinental Exchange

☆ Goldman says these types of dividend stocks are the best to own in wake of big Meta payout news
▼ + stars: | 2024-02-12 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

For investors, that suggests opportunity in certain dividend stocks, Kostin wrote. Since late 2022, Goldman Sachs' Dividend Yield and Growth basket (GSTHDIVG), a 50-stock, equal-weighted basket of stocks with high trailing dividend yield and high anticipated dividend growth, has outperformed the equal-weighted S & P 500 by 3 percentage points. As of October, here are some of the stocks in the firm's dividend yield and growth basket. Verizon Communications Communication services stock Verizon Communications is a constituent in the dividend growth basket. Other stocks in Goldman's dividend growth basket include Best Buy , Conagra Brands and Devon Energy .

Persons: Goldman Sachs, David J, Meta, Kostin, That's, Greenlight Capital's David Einhorn, Morgan Stanley, Simon Flannery, — CNBC's Michael Bloom Organizations: Facebook, Bank of America, Federal Reserve, Verizon Communications Communication, Verizon Communications, Verizon, Conagra Brands, Devon Energy Locations: Viatris

☆ 'Psychologically' the S&P 500 reaching 5,000 does matter to investors, says Cleo Capital's Sarah Kunst
▼ + stars: | 2024-02-09 | 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 Email'Psychologically' the S&P 500 reaching 5,000 does matter to investors, says Cleo Capital's Sarah KunstHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Cleo Capital's Sarah Kunst, Brian Sullivan, “ Organizations: CNBC

☆ Cramer's Lightning Round: AbbVie is 'a very good company'
▼ + stars: | 2024-02-08 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Oxford Lane Capital's year-to-date stock performance. Oxford Lane Capital : "We don't know if they're any good at credit, and we don't know what they own. Stock Chart Icon Stock chart icon MercadoLibre's year-to-date stock performance. Stock Chart Icon Stock chart icon Freeport-McMoRan's year-to-date stock performance. Stock Chart Icon Stock chart icon AbbVie's year-to-date stock performance.

Persons: Oxford Lane Organizations: Oxford, Oxford Lane, Blackstone, Mercado Libre Locations: Mercado, McMoRan's, McMoRan

☆ Jobs and geopolitical threats will keep climate tech in spotlight even if Biden is voted out, insiders say
▼ + stars: | 2024-02-08 | by ( Tasmin Lockwood | ) www.businessinsider.com time to read: +6 min

Read previewPresident Biden has won quite a few fans in the climate tech sector during this time in office. Legislation, including the IRA, the Bipartisan Infrastructure Law, and the CHIPS and Science Act, has unlocked enormous amounts of capital that bolsters climate tech innovation and adoption. The Swiss company would have expanded Stateside eventually, but such policies helped it pick up pace, said Andrew Fishbein, Climeworks' senior policy manager in the US. For example, Regeneration VC doesn't factor subsidies into its investment decisions or portfolio companies' financial projections. Advertisement"Who knows, maybe 2024 is going to be a banner year for climate tech," he said.

Persons: —, Biden, Sierra Peterson, Anna, Alexia Basile, Katie Hoffman, Hoffman, Climeworks, Andrew Fishbein, We're, Kevin Stevens, Trump, VC's Hoffman, Energize Capital's Stevens, Ben Wolkon Organizations: Service, Business, Voyager Ventures, Infrastructure Law, Regeneration, Battery, Trump, Future, Department of Energy, Energize Capital, MUUS Climate Partners Locations: Paris, Nevada , Arizona, Louisiana, North Dakota, California, Swiss, Washington

☆ We'll continue moving beyond the 5,000 level as earnings grow, says FBB Capital's Mike Bailey
▼ + stars: | 2024-02-08 | 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 EmailWe'll continue moving beyond the 5,000 level as earnings grow, says FBB Capital's Mike BaileyMike Bailey, director of research with FBB Capital Partners, and CNBC's Mike Santoli, join 'Power Lunch' to discuss earnings and their market impact.

Persons: FBB, Mike Bailey Mike Bailey, Mike Santoli Organizations: FBB Capital Partners

☆ No PMs, no extra fees: Here's a look at former Point72 president's new 'alpha-capture' fund hoping to raise $1 billion
▼ + stars: | 2024-02-08 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +3 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewFormer Point72 president Doug Haynes is looking to revive a strategy he previously ran for billionaire Steve Cohen for his new fund launch. This story is available exclusively to Business Insider subscribers. Last year, billionaire Millennium founder Izzy Englander described it as a "talent bubble" while speaking at the Robin Hood conference. Business Insider previously reported that Haynes had hired people such as D1 Capital's former director of research Michael Lean to be a part of the new venture.

Persons: —, Doug Haynes, Steve Cohen, Haynes, Latitude's, Chris Coward, Izzy Englander, Robin Hood, Michael Lean, Cohen, Lauren Bonner, Bonner Organizations: Service, Business, Robin Locations: shuttering, Palm, Point72

☆ Booming semiconductor companies just earned one more market leadership honor
▼ + stars: | 2024-02-08 | by ( Ian Thomas | ) www.cnbc.com time to read: +2 min

Chip stocks have been on a stock market tear for the last year, outpacing FAANG and other tech sector leaders in a rapid rise boosted by market enthusiasm for advanced AI chips. That success has now migrated over to another corporate performance measure. Semiconductor companies overtook FAANG stocks in Just Capital's annual ranking of public companies on issues of importance to the American public, with Intel , Advanced Micro Devices , and Micron Technology all finishing within the top 10. Semiconductor firms ranked highly on this year's JUST 100 list, Whittaker said, not only due to the number of jobs that they created relative to other industries, "but the adoption and expansion of policies that support workers and communities." AMD also disclosed its minimum yearly salary for the first time as well as providing more information around career development and benefits, leading to a higher worker score.

Persons: outpacing FAANG, Martin Whittaker, Paul Tudor Jones, Whittaker, Russell Organizations: Semiconductor, Intel, Devices, Micron Technology, Apple, Microsoft, Nvidia, Qualcomm, Lam Research, Materials, Cirrus, Just, " Semiconductor, AMD, Capital

☆ Avangrid CEO Pedro Azagra on #12 Just 100 ranking
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAvangrid CEO Pedro Azagra on #12 Just 100 rankingAvangrid CEO Pedro Azagra joins 'Squawk Box' to discuss the company's #12 ranking on Just Capital's annual Just 100 list, the sustainable energy sector, investments in clean energy, and more.

Persons: Pedro Azagra

☆ Buy weakness leading into the March Fed meeting, says iCapital's Anastasia Amoroso
▼ + stars: | 2024-02-06 | 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 EmailBuy weakness leading into the March Fed meeting, says iCapital's Anastasia AmorosoAnastasia Amoroso, iCapital chief investment strategist, joins 'Closing Bell' to discuss if bad breadth in the market matters and if the S&P's 493 may finally get a chance to shine.

Persons: iCapital's Anastasia Amoroso Anastasia Amoroso

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