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☆ Apple shares could be primed for a rebound, according to the charts
▼ + stars: | 2024-04-24 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +4 min

Investors have gotten so used to the stock making new highs every year that during the times in which this doesn't happen, concerns intensify. AAPL vs. its 200-day moving average AAPL has also been trading below its 200-day moving average for over two months. Indeed, it's spent more time below the long-term moving average over the years, but reclaiming the line has triggered newfound strength in the past. The big topping pattern is not bearish Another potential positive is that Apple's sporting a big bearish topping pattern on its weekly chart. DISCLOSURES: Cappelleri personally owns AAPL stock.

Persons: There's, it's, Said, AAPL, Cappelleri Organizations: Apple, Downside

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Roblox, Tesla, Qualcomm, Disney & more
▼ + stars: | 2024-04-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates MongoDB as buy Loop sees growth accelerating for the developer data platform company. JPM reiterates General Motors and Ford as overweight JPMorgan said the stocks will benefit from "lower commodities & higher production outside China." JPMorgan upgrades Assai to overweight from neutral JPMorgan said it sees improving trends and better visibility for the Brazilian wholesaler. JPMorgan upgrades Roblox to overweight from neutral JPMorgan said it sees a "compelling entry point" for the stock. JPMorgan downgrades Five Below to neutral from overweight JPMorgan downgraded Five Below due to "ongoing macro pressure."

Persons: JPM, JPMorgan, KeyBanc, Wells, D.A, Davidson, Davidson's, Berenberg, Morgan Stanley, Harley, Evercore, it's bullish, it's, Tesla, Rosenblatt, Oppenheimer, Dwight, Key, Truist, Wolfe, Warner, Price Organizations: Motors, Ford, GM, Nvidia, MU, BMO, prem, NICE, JPMorgan, Barclays, Apple, Albertsons, Catalyst Watch, NOVA, Penn Entertainment, PENN, ESPN Bet, Benchmark, Qualcomm, Warner Brothers, Warner, HBO Locations: China, Texas, U.S

☆ Jim Cramer says Apple stock could go even lower but sees plenty of reasons it shouldn't stay down
▼ + stars: | 2024-04-23 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Apple stock has had a lackluster 2024 so far — dropping over 13% since the start of the year. AAPL YTD mountain Apple YTD What's next for Apple stock? 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, Apple, Jim, Jeff Marks, Jim Cramer's, Christian Organizations: Apple, Research, Huawei, China, U.S, Apple's, Conference, CNBC, Getty Locations: China, Shenzhen, India, Hamburg, Germany

☆ Steer clear of Apple ahead of earnings, tech investor Dan Niles says
▼ + stars: | 2024-04-22 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

Things are not looking up for Apple ahead of its fiscal second-quarter earnings, according to tech investor Dan Niles. Apple, which is due to report May 2, has dropped 14% this year — lagging behind other major technology stocks, such as Nvidia and Meta Platforms. Apple is also lagging behind its peers in the artificial intelligence race, which is why it keeps on exploring opportunities with potential partners such as Alphabet , Niles added. "On a longer-term basis at this valuation with no growth, I don't know why you would be bullish on it," the portfolio manager said. Niles has been bearish on Apple in the past.

Persons: Dan Niles, Satori, haven't, Niles, CNBC's, he's Organizations: Apple, Nvidia, Meta, Satori Fund, Huawei isn't Locations: China

☆ What will it take to get tech stocks rising again? An unemployment rate above 4%
▼ + stars: | 2024-04-22 | by ( Morgan Chittum | ) 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. Analysts slashed the "Big Six" tech stocks' ratings to neutral from overweight, arguing that profit growth momentum could "collapse" over the next few quarters. 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, what's, it's, We're, Jim Cramer's Organizations: CNBC, Nasdaq, Treasury, Federal Reserve, Apple, Microsoft, Nvidia, UBS Global Research

Monday's analyst calls included a price target cut for one of the biggest tech companies in the world and Goldman Sachs getting bullish on an e-commerce giant ahead of earnings. Morgan Stanley cut its price target on Apple to $210 from $220, citing the potential for disappointing fiscal third-quarter guidance. 6:50 a.m.: Morgan Stanley remains bullish on Nvidia even after chipmaker's sell-off The recent slump in artificial intelligence-related stocks hasn't steered Morgan Stanley away from Nvidia . Sheridan kept his buy rating and $220 price target on Amazon, which is expected to post its earnings results on April 30. Analyst Erik Woodring reiterated his overweight rating on the tech giant but cut his price target to $210 from $220.

Persons: Goldman Sachs, Morgan Stanley, Goldman, Joseph Moore, Moore, — Pia Singh, shouldn't, Wamsi Mohan, Mohan, Benjamin Swinburne, Swinburne, Eric Sheridan, Sheridan, Erik Woodring, Woodring, Fred Imbert Organizations: CNBC, Apple, Nvidia, NVIDIA, Bank of America, Spotify, Amazon, Services Locations: North America

☆ What stalled this year’s seemingly infallible stock market rally
▼ + stars: | 2024-04-19 | by ( Krystal Hur | ) edition.cnn.com time to read: +7 min

Investors had hoped that corporate earnings would help revive the stalled rally, but a strong start to the season hasn’t been enough to excite investors. The 30-year fixed-rate mortgage averaged 7.10% in the week ending April 18, up from 6.88% the previous week, according to Freddie Mac data released Thursday. Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon. The Fed doesn’t directly set mortgage rates, but its actions do influence them, and persistently hot inflation readings are keeping the Fed on hold. If inflation stalls any further, or even worsens, mortgage rates could climb higher this year.

Persons: —, hasn’t, Jerome Powell, “, ”, Michael Landsberg, Pierre, Olivier Gourinchas, Israel, Brent, Bryan Mena, Freddie Mac, Sam Khater, Freddie Mac’s, Read, Anna Cooban, Tim Cook, Pham Minh Chinh, Cook, Apple “ Organizations: CNN Business, Bell, New York CNN, Dow Jones, Nasdaq, Federal Reserve, Data, Employers, Fed, Landsberg Bennett, Wealth Management, Monetary Fund, Treasury, Investors, CNN, Federal, China Apple, Vietnamese, Apple Locations: New York, East, Iran, Israel, Syria, Vietnam, China, Hanoi, Beijing

☆ Elon Musk is heading to India. He could deliver a big win for Tesla and Narendra Modi
▼ + stars: | 2024-04-19 | by ( Diksha Madhok | ) edition.cnn.com time to read: +6 min

Apart from Tesla (TSLA), Musk is also the boss of rocket company SpaceX and X, formerly Twitter. If the investment in India is announced, it would be a boost to Modi’s efforts to make India a major global manufacturing hub. “We will support the growth of the automobile industry and its transition to EV manufacturing,” the manifesto said. In the fourth quarter of 2023, Tesla briefly lost its crown as the leader in global EV sales to Chinese automaker BYD. It recaptured the EV sales title from BYD in the first quarter, despite the drop in sales.

Persons: New Delhi CNN — Tesla, Elon Musk, Narendra Modi, Tesla, Musk, Modi, Pawan Chandana, “, Bharatiya Janata Party's, Sajjad Hussain, Bharat, ‘, India “, ”, ” Tesla Organizations: New, New Delhi CNN, Reuters, Skyroot Aerospace, CNN, Tesla, SpaceX, Twitter, Financial Times, India, Bharatiya Janata Party, BJP, Bharatiya Janata, Getty, Apple, Foxconn, Musk, India isn’t Locations: New Delhi, India, Shanghai, AFP, China, Beijing, Washington, United States, BYD, New York

☆ Apple deletes WhatsApp, Threads from China app store on orders from Beijing
▼ + stars: | 2024-04-19 | by ( Juliana Liu | ) edition.cnn.com time to read: +2 min

Hong Kong CNN —Apple has removed WhatAapp and Threads from its app store in China, following an order from the country’s internet watchdog which cited national security concerns. “The Cyberspace Administration of China ordered the removal of these apps from the China storefront based on their national security concerns. Other popular Western social media apps including X (formerly Twitter), Facebook, Instagram and Messenger are still available on Apple’s China app store, according to a check by CNN. Chinese consumers who once would have considered Apple are now turning to the country’s national brands. Its CEO Tim Cook visited Shanghai just last month to open the second biggest Apple store in the world.

Persons: Hong Kong CNN —, Duncan Clark, ”, VPNs, Tim Cook, — Hassan Tayir Organizations: Hong Kong CNN, Hong Kong CNN — Apple, Apple, CNN, Administration of China, Meta, BDA China, Facebook, IDC, Huawei Locations: China, Hong Kong, Beijing, United States, Shanghai

☆ Apple plans to spend more in Vietnam as it looks beyond China
▼ + stars: | 2024-04-18 | by ( Anna Cooban | ) edition.cnn.com time to read: +5 min

Apple (AAPL) has already spent almost $16 billion through its supply chain in the country since 2019, the government quoted Cook as saying. According to the statement, Cook said Apple “stands ready … to enhance cooperation and investment activities” in the Southeast Asian country. Nguyen, whose firm manages $6 billion in assets, told CNN that labor costs in Vietnam’s manufacturing sector are about half those in neighboring China. That’s a big draw for foreign tech companies looking to hire workers for their factories, and find consumers for their products. Still, Vietnam represents a far smaller market than India, which has also been wooing large foreign companies, including Tesla (TSLA), to set up factories in the country.

Persons: Tim Cook, Pham Minh Chinh, Cook, Apple “, Thuy Anh, Nguyen, Dan Ives, “ We’re, ”, “, Tuan Hung, Ho, That’s, Ives, Juliana Liu Organizations: London CNN, Apple, Vietnamese, Dragon, CNN, country’s Ministry of Planning, Investment, Wedbush Securities, Intel, Consumer, Monetary Fund Locations: Vietnam, China, Hanoi, Beijing, India, United States, Ho Chi Minh City, Washington, That’s, Europe

☆ Here are Wednesday's biggest analyst calls: Nvidia, Broadcom, Apple, Tesla, Netflix, Amazon, Microsoft & more
▼ + stars: | 2024-04-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Barclays reiterates Tesla as equal weight Barclays lowered its price target on Tesla to $180 per share from $225 and said it sees a negative catalyst heading into earnings. Wells Fargo reiterates Microsoft as overweight Wells raised its price target on the stock to $480 per share from $460. Barclays reiterates Broadcom as overweight Barclays raised its price target on Broadcom to $1,500 per share from $1,405. Wells Fargo reiterates Goldman Sachs as overweight Wells said it gives a "gold star" to Goldman coming out of earnings. Truist reiterates Amazon as buy Truist raised its price target on the stock to $216 per share from $195.

Persons: Tesla, Mizuho, RCL, Hancock Whitney, Raymond James, it's, Vernova, Wells, AAPL, TD Cowen, Jefferies, Morgan Stanley, NVDA, Goldman Sachs, Goldman, Maxim, Truist Organizations: Street, Barclays, Royal Caribbean, Citi, GE, HSBC, Biotech, Apple, Microsoft, Broadcom, Education, Strategic Education, Guggenheim, Automotive, Netflix Locations: China, Gulf

☆ India’s economy and elections: Is the hype around Narendra Modi’s vision justified?
▼ + stars: | 2024-04-16 | by ( Diksha Madhok | Rachel Wilson | ) edition.cnn.com time to read: +9 min

New Delhi/London CNN —In just a few days, India will commence the world’s largest democratic election. So, is the hype around Modi’s India, which remains a largely impoverished country, justified? The world’s largest biometric database has also helped the government save millions by reducing corruption in welfare initiatives. Domestic investors, both retail and institutional, have been driving India’s stock market to unprecedented peaks. Still, India’s economy, much like its democracy, is far from perfect.

Persons: Narendra Modi, Indranil Mukherjee, Modi, Himanshu Sharma, Guido Cozzi, Arun Sankar, Billionaire Elon Musk Organizations: London CNN —, Getty, CNN, World, University of St, Unified, Bank, ”, National Stock Exchange of India, bourse, Bombay Stock Exchange, NSE, Shenzhen Stock Exchange, Hong Kong Exchange, World Federation of Exchanges, Macquarie Capital, Apple, Foxconn, Billionaire, International Labour Organization Locations: New Delhi, London, India, China, Beijing, Ajmer, Rajasthan, University of St Gallen, Switzerland, Asia’s, Washington, Sriperumbudur, Chennai, Mumbai's Churchgate, AFP

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Nvidia, Kroger, GM, Super Micro Computer, Rivian, Reddit & more
▼ + stars: | 2024-04-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We downgrade HON to Hold as we only see 10% upside to our new, lower $215 price target." Goldman Sachs initiates GE Vernova as buy Goldman said it's bullish on the company's electrification opportunity. " Goldman Sachs initiates DraftKings as buy Goldman said the sports betting company is a "revenue compounder." "We initiate coverage on Genius Sports Ltd. (GENI) with a Buy rating and a 12-month price target of $7.50 (40% upside)." Argus upgrades Goldman Sachs to buy from neutral Argus upgraded Goldman Sachs following its earnings report on Monday.

Persons: Evercore, Reddit, JPMorgan, Tesla, Goldman Sachs, Goldman, it's bullish, Wells, Needham, Morgan Stanley, it's, AUNA, William Blair, Cantor Fitzgerald, Klaviyo, Cantor, SYNNEX, Baird, Guggenheim Organizations: Evercore, Nvidia, UBS, Deutsche Bank downgrades Honeywell, Deutsche, Bank of America, of America, JPMorgan, Citi, Coty Citi, COTY, GE Vernova, Genius Sports Ltd, HSBC, Devices, AMD, KR, Apple, Barclays, Tyson, TSN, Emerging Athletic Brands, Crown Holdings, Argus, Goldman, Netflix, Guggenheim, NASDAQ, Deutsche Bank, General Motors, GM

☆ Apple CEO Tim Cook visits Vietnam — one of the iPhone giant's most important manufacturing hubs
▼ + stars: | 2024-04-15 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +2 min

Cook will meet with Apple users, developers and content creators during the two-day visit, local media reported. In December, the Nikkei reported Apple was moving some of its key iPad engineering resources to Vietnam. Apple CEO Tim Cook (C) walks near Hoan Kiem lake in downtown Hanoi during his visit to Vietnam on April 15, 2024. India has also emerged as a key hub for iPhone manufacturing. Cook's visit to Vietnam comes after 61 environmental and human rights groups called on Apple to oppose the country's detention of climate activists.

Persons: Tim Cook, Cook, Bryan Ma Organizations: Apple, International Data Corporation, IDC, Samsung, Nikkei, Apple Watch, Getty, CNBC, Bloomberg Locations: Hanoi, Vietnam, U.S, China, Cupertino, Hoan, Giang Huy, Afp, India, iPhones

☆ Apple is no longer No. 1 in smartphones. Here's why that may not matter
▼ + stars: | 2024-04-15 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

New data showing a sharp decline in iPhone shipments due to weakness in China is unwelcome news for investors in Apple. Sluggish iPhone sales this year have been well documented, and they're the reason Apple shares have fallen roughly 9% in 2024. First-quarter numbers from International Data Corporation (IDC) show the extent of the weakness, with iPhone shipments dropping 9.6% year-over-year to 50.1 million units — its sharpest year-over-year loss out of the top five smartphone brands. That put Samsung back in first place for phone shipments, after Apple held the crown for all of 2023 . AAPL YTD mountain Apple YTD Echoing Jeff's remarks, Jim Cramer has advised members to have patience and "own, don't trade" Apple stock despite these headwinds overseas.

Persons: Jeff Marks, it's, Jim Cramer, Apple, iPhones, that's, Jim, Apple hasn't, Jim Cramer's, Alexi Rosenfeld Organizations: Apple, International Data Corporation, IDC, Samsung, Apple's Worldwide, Nasdaq, Microsoft, Nvidia, JPMorgan, 5G, The, Bloomberg, CNBC, Getty Locations: China, New York City

☆ JPMorgan sees AI-enabled iPhones creating a 5G-like upgrade cycle. What a boom like that would mean for Apple stock
▼ + stars: | 2024-04-14 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

What will it take to get Apple stock and iPhone sales out of their slumps? Although details on Apple's AI offerings are limited, management's track record has shown that new innovative features to Apple's devices will improve the overall user experience. We expect to learn more about Apple's AI strategy during the company's annual Worldwide Developer Conference (WWDC) in June. Apple stock continued modestly higher on Friday — bucking a sharp sell-off in the overall market that was led by a major reversal in tech. The Club did sell some Apple, along with seven other big tech stocks, on the first trading day of the new year .

Persons: —, hasn't, Jim Cramer, Jim, Jim said, Tim Cook, Jim Cramer's, Christian Organizations: Apple, Wall Street, JPMorgan, Club, Developer Conference, Bloomberg, Justice, CNBC, Getty Locations: AAPL, China, U.S, Apple, Hamburg, Germany

☆ Here are Friday's biggest analyst calls: Apple, Amazon, Tesla, Microsoft, Boeing, First Solar & more
▼ + stars: | 2024-04-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: Morgan Stanley reiterates Netflix as overweight Morgan Stanley raised its price target on the stock to $700 per share from $600. Morgan Stanley reiterates Starbucks as overweight Morgan Stanley lowered its price target to $115 per share from $120 but says it's sticking with Starbucks shares. "Charles Schwab's profitability, earnings growth, and free cash flow yield make it an attractive stock in the Financial sector." "Our 12-month price target of $84 (17% potential upside) is unchanged and we maintain our Buy rating on the stock." Goldman Sacks reiterates Apple as buy Goldman said it's sticking with its buy rating ahead of earnings in early May.

Persons: Morgan Stanley, Wolfe, Piper Sandler, Charles Schwab, Piper, Schwab, Charles, Marvell, Jefferies, ASO's, BTIG, it's, Rosenblatt, Raymond James, Goldman Sacks, Apple, Goldman, Janney, Tesla Organizations: Netflix, BMO, Microsoft, Starbucks, JPMorgan, " Bank of America, Bank of America, Sports, Environment, UBS, NYSE, Energy, Arista Networks, Arista, AI Data Center, Mizuho, Citi, Cisco Citi, Cisco, Boeing, Novo Nordisk Locations: South America, Europe, China

☆ Tycoon’s death penalty in $12.5 billion fraud case highlights Vietnam’s corruption crisis
▼ + stars: | 2024-04-12 | by ( Heather Chen | ) edition.cnn.com time to read: +12 min

The scale of the fraud was said to be equivalent to roughly 3% of Vietnam’s economy. Though widely considered ceremonial, the presidency is one of the top three positions in Vietnam’s political hierarchy after the CPV’s Secretary General, currently Nguyen Phu Trong. In fact, the International Monetary Fund expects Vietnam’s economy to grow by 5.8% this year, compared to 4.6% for China. Their fate remains unclear, given the highly secretive nature of Vietnam’s political system. But Vietnamese political experts said a permanent appointment would not end the instability.

Persons: Truong My Lan, Van Thinh, siphoned, “, Eric Chu, Vietnam’s, Vo Van, Trong, Thuong, Vo Van Thuong, Richard A, Brooks, Nguyen Xuan Phuc, Pham Binh, Le Hong Hiep, Yusof, ” Hiep, ”, Thu, General Trong, Xi Jinping, ” Zachary Abuza, Salt Bae, Lam, ” Abuza, Nguyen Phu Trong, Evelyn Hockstein, Abuza, Bui Thanh Soh, ” Soh, Vo, Xuan, Thuong’s, Le Hong Organizations: CNN, Van Thinh Phat Holdings Group, Stock Commercial Bank, Reuters, SCB, Express, Communist Party, Institute, Crisis Group, National War College, Vietnamese Communist Party, Public Security, Vietnam, International Monetary Fund, Companies, Apple, Intel, Vietnam's Communist Party General, Yusof, Brookings Institution, “, Crisis Locations: Vietnam, Saigon, People’s, Ho Chi Minh City, Hong Kong, Duc, Singapore, Asia, China, Washington, “, London, Turkish, Hanoi, Bangkok

☆ Investors are getting it wrong about Apple — again, Bank of America says
▼ + stars: | 2024-04-11 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Investors are again underestimating Apple's gross profit margins, according to Bank of America. In actuality, the company exceeded those expectations, reporting 44% gross margins last year. Looking ahead, Mohan estimates that vertical integration and product mix could yield more than 100 basis points of upside to Apple's gross margins. He also estimates that Apple's utilization of its own internal modems could add 110 basis points to product gross margins and 160 basis points of iPhone gross margins. "Pricing is an additional level that Apple can employ to further increase gross margins."

Persons: Wamsi Mohan, Mohan, Samik Chatterjee Organizations: Bank of America, Apple, Products, Services, Bank of, JPMorgan, Cap Tech

☆ What all the cool kids want. How 6 portfolio stocks fared in Piper Sandler's new survey of teen likes and dislikes
▼ + stars: | 2024-04-09 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Piper Sandler has released the spring edition of its semiannual "Taking Stock With Teens Survey," with solid results for several names in our portfolio. They added, that in their view, the Starbucks brand remains a "relevant social currency among teens." But they noted that Nike is now "starting to see weakness in overall brand mindshare." 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: Piper Sandler, it's, Estee Lauder, Locker —, Instagram, TikTok, China's ByteDance, Dunkin, Locker, Foot, Jim Cramer's, Jim Cramer, Jim, Avishek Das Organizations: Teens Survey, Apple, Facebook, Apple Watch, Starbucks, MAC, Sporting Goods, Nike, Piper, CNBC, Getty Locations: Piper's, Israel, Asia

☆ Alphabet's cloud event Tuesday could justify the stock's recent records and further upside
▼ + stars: | 2024-04-09 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Shares of Alphabet are on the verge of a possible breakout ahead of the company's three-day Google Cloud Next conference in Las Vegas, where artificial intelligence will be a major theme. Shortly after the trade, Alphabet shares ran into a brick wall after some advertising weakness surfaced in fourth-quarter results and was followed by a controversy over Gemini's image generator that caused the company to pull the tool. The conference is expected to show that "Google is not being left behind, not being troubled by Search," Jim said. That said, we expect Tuesday's AI conversation to be limited to how it relates to Google Cloud. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Thomas Kurian's, Nvidia —, bottoming, Jim Cramer, Jim, Nikesh Arora, Anthropic, Dario Amodei, Ford Yao Ge, Nik Spirin, Oppenheimer, Claude, Jim Cramer's Organizations: Google Cloud, Google, Microsoft, Super, Apple, Nvidia, Management, CNBC, Amazon, Bank of America, Palo Alto, Ford, Apple's Worldwide, Getty Locations: Las Vegas, Palo Alto, Amazon, OpenAI

☆ Major driver of the AI trade takes a breather. But Nvidia's business is still full steam ahead
▼ + stars: | 2024-04-05 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

The major force behind this year's AI trade has cooled off in recent weeks. "For three decades we've pursued accelerated computing, with the goal of enabling transformative breakthroughs like deep learning and AI," Huang said at GTC. So, as the benefits of AI trickle through the "AI supply chain," look for the benefits of AI to spread and earnings to grow as a result. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Jensen Huang, Huang, we've, It's, Jim Cramer, Nvidia –, We're, hyperscaler, Jack, McDonald's, Jim, That's, Jim Cramer's, Justin Sullivan Organizations: Nvidia, GTC, Blackwell, Apple, Microsoft, Alphabet's Google, Google, Club, Web Services, Super, CNBC, Intelligence, SAP Center Locations: U.S, China, San Jose , California

If you had the opportunity to hear activist investor Nelson Peltz, the defeated candidate for the Disney board, you did not get a definitive answer, as much as I pressed. In my CNBC interview with Peltz on Thursday, he assured us that he would be back if Iger didn't deliver on his promises. Iger talked about the board's succession committee, which former Morgan Stanley CEO James Gorman and now Disney board member, is on. They're confident that they'll pick the right person at the right time," Iger said on CNBC . I most feared the blowout in Disney stock in a fit of pique and right now I am not seeing that.

Persons: Walt Disney, Nelson Peltz, Peltz, Bob Iger, Iger, Bob, they'll, Jim, weren't, Iger's, Bob Chapek, Disney, Morgan Stanley, James Gorman, Chapek, Ike Perlmutter, it's, It's, Jim Cramer's, Jim Cramer, Joe Raedle Organizations: Walt, Disney, CNBC, Iger, Marvel Entertainment, ESPN, Fox, Warner Bros ., Club, Apple, Walt Disney World, Getty Locations: Orlando , Florida

☆ Wall Street analysts say to buy this portfolio casino stock. Here's our take
▼ + stars: | 2024-04-04 | by ( Morgan Chittum | ) 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. Analysts issued a $131-per-share price target, implying roughly 23% upside from Wednesday's closing price of $106.42 per share. 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, Wall, We'll, we're, Jefferies, Meta's, Jim Cramer's, WYNN, AAPL, Jim Organizations: CNBC, Tech, Club, Microsoft, Apple, Treasury, Federal Reserve, U.S, Wynn Resorts, Mizuho Securities, Meta, Amazon Locations: bank's, Macau

☆ Here are Monday's biggest analyst calls: Nvidia, Tesla, Delta, Skechers, Apple, Disney, Micron, Citi, Amazon & more
▼ + stars: | 2024-04-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley initiates Compass Pathways at overweight Morgan Stanley said in its initiation of Compass that it's bullish on shares of the mental health biopharma company. Morgan Stanley reiterates Taiwan Semiconductor as overweight Morgan Stanley said it's standing by its overweight rating on shares of TSM. Morgan Stanley reiterates Delta as a top pick Morgan Stanley said Delta's push into "premium" will reward investors. Bank of America reiterates Micron as buy Bank of America said it sees further share gains for Micron. Morgan Stanley reiterates Planet Fitness as overweight Morgan Stanley said it's standing by its overweight rating on the fitness company.

Persons: Jefferies, Goldman Sachs, Goldman, it's, it's bullish, Hunt, Werner, Robinson, Morgan Stanley, Delta, Wells, Evercore, Bill, Tesla, Oppenheimer, Sweetgreen, Baird downgrades, Baird, Tommy Bahama Organizations: Microsoft, Barclays, Barclays downgrades J.B, J.B, C.H, Taiwan Semiconductor, DAL, " Bank of America, Nvidia, Broadcom, Bank of America, Micron, Devon Energy, Bloom Energy, Energy, Disney, underperform Bank of America, Baird downgrades Fifth, Bancorp, Royal Caribbean, Citi, Citigroup Inc, Royal Caribbean Cruises Ltd, TPG Inc, TPG, TE Connectivity, Chevron Corp, Citi downgrades Oxford Industries Locations: TSM, Wells Fargo, Devon, F1Q, Cincinnati, Royal, Oxford

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