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☆ These are the 11 sectors that comprise the S&P 500 — and the stocks we own in each
▼ + stars: | 2023-09-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +28 min

.GSPF YTD mountain S & P 500 Financials Sector YTD performance Club stocks in the Financials sector: Morgan Stanley ( MS): The bank's services include investment banking, wealth management and investment management. Communication Services Sector market weight: 8.85% Market cap: $3.3 trillion YTD performance: up 44.5% Industries: Diversified telecommunication services; entertainment; interactive media & services; media; wireless telecommunication services. .GSPTS YTD mountain S & P 500 Communication Services Sector YTD performance Club stocks in the Communication Services sector: Walt Disney (DIS): The entertainment giant reported another mixed quarter last month, even against low expectations. Real estate Sector market weight: 2.44% Market cap: $909 billion YTD performance: up 0.9% Industries: Equity real estate investment trusts; real estate management & development. .SPLRCR YTD mountain S & P 500 Real Estate Sector YTD performance While we don't own any real estate stocks, investors have historically invested in the sector for its reliable cash flow from income-generating properties.

Persons: Jim Cramer's, Jim, Salesforce, reenergized, Marc Benioff, Wolfe, Palo, Eli Lilly, Cantor Fitzgerald, Bausch, bioprocessing, Morgan Stanley, Morgan Stanley's, Eaton Vance, Wells Fargo, Wells, TJX, Wynn, Locker, We've, Mary Dillon, Walt Disney, Bob Iger's, Emerson, Davidson, Vimal Kapur, Stanley Black, Decker, Estee Lauder, Gillette —, Elliott, Coterra, Linde, Jim Cramer, Mandel Ngan Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Technology Sector, Industries, Communications, Technology, Information Technology, Apple, Wedbush Securities, Microsoft, UBS, Deutsche Bank, Nvidia, Broadcom, VMware, Palo Alto Networks, Wolfe Research, Palo Alto, Oracle, Mizuho, Amazon Web Services, Google, Health Care, Biotechnology, Health, Bausch Health, Leerink Partners, GE Healthcare Technologies, General Electric, GE, Financials, Bank of America, United Auto Workers, Detroit, Ford, Starbucks, TJX, Marshalls, Wynn Resorts, WYNN, Communication Services, Communication, Hollywood, Charter Communications, Disney, JMP Securities, Facebook, Industrials, Aerospace, Emerson, Caterpillar, Honeywell, Consumer Staples Sector, Consumer, Consumer Staples, Costco Wholesale, Procter & Gamble, Gillette, Constellation Brands, Corona, Modelo, Pacifico, Elliott Management, Energy Sector, Energy, Coterra Energy, Natural Resources, West Texas, Utilities Sector, Electric, Companies, Sempra Energy, Materials, Chemicals, Linde, LIN, DuPont, Sector, Equity, Real, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: U.S, FactSet, bioprocessing, Wells Fargo, China, Maxx, Macao, Asia, Pacifico —, California, Texas

☆ Analysts predicted new obesity medicines would be blockbusters. Now they’re raising their forecasts
▼ + stars: | 2023-09-16 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +9 min

Fernandez sees a total addressable market of $140 billion to support patients with obesity. He expects there is a potential for GLP-1 drugs to become as common and widely used, much like statins are used to lower cholesterol. Morgan Stanley's Flynn estimates a 30% share of the diabetes market would generate $109 billion on a worldwide basis for GLP-1 drugs. Layer in a 15% to 30% share of the obesity market and that equates to worldwide sales of $97.4 billion to $194.8 billion. Guggenheim's estimates also assume that oral GLP-1 drugs that are currently in development are able to come to market a few years from now.

Persons: Seamus Fernandez, Fernandez, Lilly, Eli Lilly, Morgan Stanley, Terence Flynn, Eli Lilly's Mounjaro, Insulet, Canaccord, William Plovanic, Plovanic, It's, Morgan Stanley's Flynn, Flynn, Novo, Michael Bloom Organizations: Wall, Novo, American Heart Association, Food and Drug Administration, Novo Nordisk, Iqvia, Disease Control Locations: GLP

☆ Here are three things we're watching in the markets in the week ahead
▼ + stars: | 2023-09-16 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

The Softbank-owned chip designer's return to the public markets — the largest initial public offering since 2021 — was the highlight of the week. Those are the three things that we'll be focusing on in the week ahead. While struggling to snap back after Covid, China this week reported better-than-expected industrial output and stronger retail sales, signaling that things may be looking up. The United Auto Workers strike against Detroit's three biggest automakers will continue in the week ahead, barring a labor deal. ET: Fed Governor Lisa Cook is set to deliver the keynote address at the NBER's Economics of Artificial Intelligence Conference in Toronto, Canada.

Persons: —, Morgan Stanley, Wells Fargo, Jerome Powell's, Jim Cramer, it's, Jim Farley, Stanley Black, Decker, Eli Lilly, Jerome Powell, Mills, Lisa Cook, Jim Cramer's, Jim, Brendan McDermid Brendan Mcdermid Organizations: Nasdaq, Dow Jones, Federal, United Auto Workers, automakers, Fed, West Texas, Saudi, Coterra Energy, Natural Resources, Detroit's, UAW, General Motors, Chrysler, Ford, CNBC, Stanley, Housing, Apogee Enterprise, FedEx, KB, Darden, NBER's, Artificial Intelligence, Jim Cramer's Charitable, Traders, New York Stock Exchange, REUTERS Locations: U.S, Covid, China, WTI, Toronto, Canada, New York City

☆ Oil prices are at 10-month highs. Here's what Cramer thinks it means for two energy stocks
▼ + stars: | 2023-09-13 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The rise in oil prices largely boils down to a mismatch between supply and demand. The current backdrop may keep oil prices supported through the fall, according to the U.S. Energy Information Administration's short-term outlook published Tuesday . If higher oil prices – and by extension fuel prices – are sustained in the coming months, the investment implications may be somewhat mixed. For much of this year, the downward trend in oil prices contributed to lower year-over-year inflation readings . Shares of Pioneer "should be much higher," he said, noting the potential for more robust capital returns due to higher oil prices.

Persons: Jim Cramer, it's, Brent, Coterra, Eli Lilly, they'd, Jim, Jim Cramer's, Marli Miller Organizations: Natural Resources, Coterra Energy, West Texas, Brent, Nvidia, Organization for Petroleum Exporting, U.S . Energy, Saudi, U.S, Labor, Fed, Exxon Mobil, Club, CNBC, Universal, Getty Locations: U.S, Saudi Arabia, Russia, OPEC, Ukraine, Plains, Wyoming

☆ We're selling shares in this outperforming drugmaker and locking in a huge gain
▼ + stars: | 2023-09-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Shortly after the opening bell, we will be selling 40 shares of Eli Lilly (LLY) at roughly $596. In a sector that has been a poor performer this year, Eli Lilly has been the star of the show. Quarter to date, Eli Lilly shares have rallied about 27%, while the sector's performance is flat. LLY YTD mountain Eli Lilly YTD performance The enthusiasm for Eli Lilly up to this point has been justified. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Eli Lilly, Jim Cramer's, Eli Lilly YTD, Jim Cramer, Jim, Frederick Florin Organizations: CNBC, AFP, Getty Locations: Fegersheim, France

☆ Jim Cramer says this software stock is a buy here after earnings-driven decline
▼ + stars: | 2023-09-12 | by ( Jeff Marks | ) 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. Stocks pull back Oracle is a buy Locking in LLY gains 1. 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, Stocks, That's, Eli Lilly, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Big Tech, Apple, Labor, Treasury, West Texas, Oracle

☆ Here's why Jim Cramer likes J.M. Smucker's plan to buy the maker of Twinkies
▼ + stars: | 2023-09-11 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +1 min

Smucker 's (SJM) decision to buy Twinkie maker Hostess Brands (TWNK) in a deal valued at $5.6 billion. "I like the deal, if only just because I like this channel for Smuckers," Cramer said on "Squawk on the Street." Hostess Brands stock, meanwhile, surged nearly 19%, to more than $33 per share. Reuters reported in August that multiple major food brands such as General Mills (GIS) and Oreo owner Mondelez International (MDLZ) had shown interest in acquiring Hostess. Perhaps the "biggest worry" about acquiring Hostess Brands is the increasing popularity of weight-loss drugs known as GLP-1 agonists, and their potential impact on consumer food preferences, Cramer acknowledged.

Persons: CNBC's Jim Cramer, J.M, Smucker, Cramer, Jim Cramer's, Mills, Morgan Stanley, Eli Lilly, — Organizations: Hostess Brands, Reuters, Mondelez, Hostess, Cramer's Charitable Trust, CNBC, Novo Nordisk, Cramer's Charitable Locations: U.S

☆ Analysis: Wegovy launch in UK may underline Novo's need to get ahead of Lilly
▼ + stars: | 2023-09-10 | by ( Maggie Fick | ) www.reuters.com time to read: +5 min

A 0.25 mg injection pen of Novo Nordisk's weight-loss drug Wegovy is shown in this photo illustration in Oslo, Norway, August31, 2023. Studies have demonstrated more weight loss than with Wegovy. Novo's type 2 diabetes drug Ozempic has been on the market in Britain since 2019. A Lilly spokesperson declined to comment on Wegovy's launch or when exactly it would launch Mounjaro for diabetes treatment. Studies have shown that, used alongside exercise and lifestyle changes, Wegovy led to 15% weight loss over 68 weeks, while Mounjaro led to more than 22% over 72 weeks.

Persons: Victoria Klesty, Eli Lilly's, Wegovy, Lars Fruergaard Jorgensen, Novo, Lilly, Mounjaro, Ozempic, Eli Lilly, Maggie Fick, Alexander Smith, Catherine Evans Organizations: REUTERS, Wegovy, Economic Co, Development, Reuters, National Health Service, stoke, NHS, Britain's Department of Health, Social Care, Diabetes, UBS, Novo, Thomson Locations: Oslo, Norway, August31, Victoria, Britain, British, Danish, United States, Denmark, Germany, Europe, England

☆ Big pharma's blockbuster obesity drug battle is just getting started, and it's headed for $100 billion
▼ + stars: | 2023-09-09 | by ( Bob Woods | ) www.cnbc.com time to read: +13 min

In this article LLYNOVO.B-DK Follow your favorite stocks CREATE FREE ACCOUNTOzempic drug to treat diabetes. Since Wegovy and Mounjaro have been on the market, "neither company can make the drug fast enough," she said. The Food and Drug Administration approved Ozempic in 2017 for diabetes and Wegovy in 2021 to treat obesity. Mounjaro, introduced in 2022 to treat diabetes, contains GLP-1, plus GIP, a similar appetite suppressor that can lead to weight loss. Coverage for Mounjaro ($1,023 per month) to treat diabetes varies based on an individual's insurance plan and drug benefits.

Persons: Eli Lilly, Novo's, Lilly's, Emily Field, Lilly, David Ricks, CNBC's Jim Cramer, Ozempic, Novo, Mounjaro, George Frey, Lars Fruergaard Jorgensen, Wajahat Mehal, Tom Carper, Bill Cassidy of, We've, Camilla Sylvest, there's, Sylvest, Cowen, What's, It's, Mike Mason, Amgen, Emmanuel Papadakis Organizations: Novo Nordisk, Pfizer, Amgen, Barclays, Nordisk, Drug Administration, Mounjaro, SVB Securities, Food and Drug Administration, Pharmacy, Reuters Novo, Novo, Wegovy, European Union, Medicare, Yale School, Metabolic, Congressional Black Caucus, CDC, pharma, American Medical Association, , Big Pharma, American Diabetes Association, Deutsche Bank Locations: Lilly, Denmark, Provo , Utah, U.S, European, Delaware, Bill Cassidy of Louisiana, Novo, Kalundborg, Hillerød, Boone County , Indiana

☆ This Club pharmaceuticals name is set to soar in 2024
▼ + stars: | 2023-09-07 | by ( Jeff Marks | ) 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 firm now estimates Mounjaro sales for diabetes will be $8.2 billion in 2024, up from $4.7 billion in 2023, growing to $24 billion in 2030. 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, Eli Lilly, Eli Lilly JPMorgan, Apple Jim Cramer, Jim, Jim Cramer's Organizations: CNBC, Apple, Nasdaq, West Texas, JPMorgan Locations: China

☆ How much is a good night's sleep worth? A lot to these stocks
▼ + stars: | 2023-09-04 | by ( Michelle Fox | ) www.cnbc.com time to read: +13 min

In fact, some 63% of U.S. adults sleep less than the recommended seven to nine hours a night, according to the National Sleep Foundation's Sleep Health Index. There are a myriad of products in the sleep arena — from mattresses and sleep supplements to sleep apnea devices and tech wearables that track sleep. Treating sleep conditions Health conditions can also impact the ability to get a good night's rest, like insomnia and sleep apnea. Obstructive sleep apnea causes breathing to be interrupted during sleep. About half of those surveyed in its obstructive sleep apnea patient survey in July said they had never heard of Inspire.

Persons: Anna Pione, they'll, Seth Basham, Basham, Tempur Sealy, " Basham, It's, Stefano Natella, Natella, it's, Ollie, Seamus Fernandez, Philip's, Philips, Eli Lilly, Eli Lilly's, Guggenheim's Fernandez, Michael Farrell, we've, Fernandez, Novo, wearables, Gene Munster, Jason Ware, Ware, Pione, Michael Bloom Organizations: McKinsey, International Sleep Products, Sealy International, Mattress, Sealy, Centers for Disease Control, Guggenheim, CDC, Unilever, American, of, Care, American Medical Association, Bank of America Securities, Medical Systems, Bank of America, Inspire, Novo Nordisk, Garmin, Apple, Deepwater Asset Management, Apple Watch, Albion Financial, Munster Locations: U.S, dreamland, Mizuho, Novo

A coffee machine featuring Novo Nordisk logo is seen at the company headquarters in Copenhagen, Denmark, February 5, 2020. REUTERS/Jacob Gronholt-Pedersen/File Photo Acquire Licensing RightsLONDON, Sept 1 (Reuters) - Danish drugmaker Novo Nordisk briefly unseated LVMH (LVMH.PA) as Europe's most valuable listed company in intraday trading on Friday, ending the French luxury group's 2-1/2 year-long reign at the top. At 0843 GMT, Novo Nordisk (NOVOb.CO) had a market capitalisation of $421 billion including unlisted stock, according to Refinitiv data and company disclosures of its share count. By 1031 GMT, Novo Nordisk shares were up 1% while LVMH shares were down 0.4%. LVMH shares have fallen 13.8% from an all-time high hit in April, underperforming Europe's broader STOXX 600 which is down around 1.9% in the same time frame.

Persons: Jacob Gronholt, Pedersen, LVMH, Ozempic, Wegovy, Novo's, Louis Vuitton, Marcel Stotzel, Stotzel, Eli Lilly, Axelle Pinon, Mounjaro, Novo, Carmignac's Pinon, Hennessy, Tiffany, Fiona Cincotta, Hermes, Samuel Indyk, Amanda Cooper, Catherine Evans Organizations: Novo Nordisk, REUTERS, Nestle, Dior, Fidelity European Fund, Fidelity European Trust, Barclays, Index, Financiere, Thomson Locations: Copenhagen, Denmark, Danish, LVMH, United States, China, Covid

☆ US senators push drugmakers for details on low-cost insulin programs
▼ + stars: | 2023-08-31 | by ( Patrick Wingrove | ) www.reuters.com time to read: +2 min

Democratic Senators Maggie Hassan and Tina Smith sent a letter asking the drugmakers for information on eligibility criteria for the programs, including whether a patient’s insurance status or income barred them from joining, and the steps insulin users had to take to sign up. Novo, Lilly and Sanofi, which account for 90% of the U.S. insulin market, pledged in March to lower the list prices of many of their insulin products by 70%-78% later this year or in 2024. The White House on Tuesday announced that a Novo insulin was among the 10 high-cost prescription drugs selected for the first-ever price negotiations by the U.S. Medicare health program that covers 66 million people. Hassan and Smith argued that to enroll in the drugmakers’ insulin programs, patients had to go through a lengthy and complicated process that required them fill out five to 10 pages of documentation and wait an unknown amount of time for approval. Around 8.4 million of the 37 million people in the United States with diabetes use insulin, according to the American Diabetes Association.

Persons: George Frey, Eli Lilly, Maggie Hassan, Tina Smith, Lilly, Biden, Elizabeth Warren, Hassan, Smith, Patrick Wingrove, Bill Berkrot Organizations: Novo Nordisk Pharmaceutical, REUTERS, Novo Nordisk, Sanofi, Democratic, U.S, Democrat, American Diabetes Association, Thomson Locations: Provo , Utah, U.S, United States

☆ Medicare wants to cut the price on an Eli Lilly drug. What it means for LLY shares
▼ + stars: | 2023-08-30 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +8 min

Eli Lilly's revenue from Jardiance — which it markets alongside privately held German biotech firm Boehringer Ingelheim — is likely to suffer due to Medicare negotiations. Compared to those growth drivers, Jardiance is a minor character in the Eli Lilly investment story. However, the deceleration is not entirely due to likely lower realized prices from Medicare negotiations. Eli Lilly looks "relatively protected" from early Medicare negotiations, BMO's Seigmerman said. Eli Lilly headquarters in Indianapolis, Indiana, US, on Wednesday, May 3, 2023.

Persons: Eli Lilly, Biden, Myers Squibb, Johnson, Eli Lilly's, —, Evan Seigerman, Seigerman, BMO's Seigmerman, Lilly, Jim Cramer's, Jim Cramer, Jim, AJ Mast Organizations: pharma, Myers, Club, Johnson, Medicare, donanemab, Bank of America, FactSet, Mounjaro, Merck, Constitution, Wall Street, Bristol Myers Squibb, BMO Capital, CNBC, Services, drugmakers, and Drug Administration, FDA, Trulicity, Bloomberg, Getty Locations: Bristol, U.S, Indianapolis , Indiana

☆ Europe's bumper Q2 puts global dividend payouts on track for record year
▼ + stars: | 2023-08-29 | by ( Marc Jones | ) www.reuters.com time to read: +4 min

This time around, the surge in global interest rates meant banks contributed half the world's dividend growth and drove a quarter of Europe's increase. At the same time, U.S. dividend growth slowed for the sixth consecutive quarter. "But the positive effect on bank margins from the end of years of ultra-low interest rates is very powerful and is driving dividend payouts". The second quarter marks a seasonal high point for Japanese dividends and payouts there rose 8.4% on an underlying basis. Its largest dividend payer, carmaker Toyota (7203.T), accounted for one third of the underlying increase with a 25% hike, despite lower profits.

Persons: Dado Ruvic, Janus Henderson, Ben Lofthouse, Lofthouse, Eli Lilly, Marc Jones, Alex Richardson Organizations: REUTERS, Companies, Global Equity, UnitedHealth Group, Intel, Blackstone, Toyota, HK, Petrobras, PETR4, Thomson Locations: Europe, Italy, Spain, Britain, Ukraine, U.S, Asia, China, Brazil, Colombia

He said that once implemented, the prices on negotiated drugs will decrease for up to 9 million seniors who currently pay as much as $6,497 in out-of-pocket costs per year for these prescriptions. This kicks off the negotiation process for the 10 drugs whose new prices will go into effect in 2026. U.S. laws had prohibited Medicare from negotiating pharmaceutical prices as part of its prescription drug program that began about 20 years ago. CMS Director Dr. Meena Seshamani said Medicare plans to use a review process to make sure insurance companies keep clinically appropriate access to negotiated drugs. Two analysts said they expect the negotiated prices to move beyond Medicare and affect commercial markets for these drugs by 2026, when they come into effect.

Persons: Joe Biden, Jonathan Ernst, Biden, Joe Biden’s, Januvia, Xarelto, Johnson, Boehringer Ingelheim, Eli Lilly's, Jardiance, Mohit Bansal, Entresto, Eli Lilly, Merck, Bristol Myers, Giovanni Caforio, Caforio, enrollees, Meena Seshamani, Stelara, Amgen, Evan Seigerman, Patrick Wingrove, Mike Erman, Manas Mishra, Nandita Bose, Caroline Humer, Bill Berkrot Organizations: Social Security, University of Tampa, REUTERS, U.S, Bristol Myers Squibb, Pfizer, Merck, Co's, Johnson, Novo Nordisk, NYSE Arca Pharmaceutical, U.S . Centers, Medicare, Medicaid Services, Reuters Graphics Wells, Novartis, AstraZeneca, Bristol, J, U.S . Department of Health, Human Services, BMO Capital, Thomson Locations: Tampa , Florida, U.S, Amgen's, Jardiance, Germany, Bengaluru, Washington

☆ Europe to face shortage of Lilly's diabetes drug through September
▼ + stars: | 2023-08-28 | by ( ) www.reuters.com time to read: +1 min

Eli Lilly logo is shown on one of the company's offices in San Diego, California, U.S., September 17, 2020. REUTERS/Mike Blake/File photo Acquire Licensing RightsAug 28 (Reuters) - Europe will continue to face a shortage of Eli Lilly & Co's (LLY.N) blockbuster diabetes drug Trulicity through September, the European Medicines Agency (EMA) said on Monday. Like rival Novo Nordisk (NOVOb.CO), Eli Lilly has also been struggling to meet high demand for its diabetes drugs including Trulicity, which treats type 2 diabetes in people older than 10. Novo's diabetes drug Ozempic was in short supply for months in the U.S., partly driven by prescriptions to non-diabetic patients seeking to lose weight. The EMA said on Monday Austria, Finland, Greece, Poland and Sweden are currently affected by the Trulicity shortage, while temporary shortfalls are also expected in Denmark and Norway.

Persons: Eli Lilly, Mike Blake, Co's, Ozempic, Khushi, Devika Organizations: REUTERS, European Medicines Agency, Novo Nordisk, Monday Austria, Thomson Locations: San Diego , California, U.S, Europe, Finland, Greece, Poland, Sweden, Denmark, Norway, North Carolina, Bengaluru

Wegovy is the first-to-market in a new class of highly effective weight-loss drugs. The self-injection drug has transformed the fortunes of Novo, whose shares have surged about 165% since Wegovy's U.S. launch two years ago. The lion's share may be claimed by frontrunners Novo and its U.S. rival Eli Lilly and Co (LLY.N). Last month, Novo launched Wegovy in Germany, its first big European market. Reporting by Maggie Fick and Jacob Gronholt-Pedersen Editing by Josephine Mason and Mark PotterOur Standards: The Thomson Reuters Trust Principles.

Persons: Novo Nordisk Lars Fruergaard Jorgensen, LUDOVIC MARIN, Lars Fruergaard Jorgensen's, Jorgensen, Eli Lilly, Wegovy, Novo, Maggie Fick, Jacob Gronholt, Pedersen, Josephine Mason, Mark Potter Organizations: Novo Nordisk, Chateau, BMI, Reuters, frontrunners Novo, Pfizer, Thomson Locations: Versailles, Paris, COPENHAGEN, Europe, Danish, United States, Denmark, Norway, Brussels, Wegovy, Germany

☆ These are the top 5 performing Club stocks from mid-July to our August Monthly Meeting
▼ + stars: | 2023-08-17 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

Humana Humana (HUM) is up 16.36% since the July meeting, the Club's second-best performing name over the roughly five-week period. Jim said during the August Monthly Meeting on Thursday that he's not as enamored with this stock recently. HUM mountain 2023-08-16 Humana (HUM) performance 3. PXD mountain 2023-08-16 Pioneer Natural Resources (PXD) performance 4. GOOGL mountain 2023-08-16 Alphabet Inc. Class A (GOOGL) performance (Jim Cramer's Charitable Trust is long LLY, HUM, PXD, CAT, GOOGL.

Persons: That's, Thursday's, Eli Lilly Eli Lilly, Eli Lilly, Lilly's, Jim Cramer, LLY, Jim, he's, PXD, GOOGL, Jim Cramer's, 30,2022 . Virginia Sherwood Organizations: CNBC, Wall Street, Company, Natural Resources, Club, Caterpillar, CAT, Big Tech, Inc, NYSE, 30,2022 . Locations: 30,2022, 30,2022 . Virginia

☆ These are the five stocks Jim Cramer would buy today – and why
▼ + stars: | 2023-08-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

There are five stocks I would buy right now if I were just joining the Club, or had come into some new money. And Dupont has a ton of cash to buy back stock while it happens. 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Jerome Powell, Powell, Ed Breen, Dupont, Danaher, Eli Lilly, Vimal Kapur, Stanley Black, Decker, Jim Cramer's, Jim Cramer, Jim, Al Drago Organizations: Club, DuPont de Nemours, GE HealthCare, Honeywell, Boeing, General Electric, GE, Airbus, SWK, CNBC, US Federal Reserve, Market, Bloomberg, Getty Locations: GEHC, Washington , DC

☆ Here's a rapid-fire update on all 36 stocks in the Club's portfolio, including 2 recent buys
▼ + stars: | 2023-08-17 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 36 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Apple remains an "own it, don't trade it" stock, Jim said. Halliburton (HAL): Given we just added a new stock to the portfolio, Jim said Halliburton may be the stock we look to cut ties with. The lesson with P & G is that, sometimes, there's nothing to do but hold a stock, Jim said. Stanley Black & Decker (SWK): The maker of DeWalt and Craftsman tools is one of the best bargains in our portfolio, Jim said.

Persons: Jim Cramer's, Jim, it's, We're, —, he's, he'll, we're, Dupont, Walt Disney, Estee Lauder, Locker, Mary Dillon's, Halliburton, Humana, Humana's, Linde, Eli Lilly, there's, Mark Zuckerberg's, Jim said, Morgan Stanley, James Gorman, Nikesh Arora, Elliott Management's, Elliott, Stanley Black, Decker, It's, Wells Fargo, Wells, Charlie Scharf —, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Nvidia, Amazon, Federal, Bausch Health, Caterpillar, Costco, Coterra Energy, DuPont de Nemours, Comcast, Emerson, Emerson Electric, Ford, United Auto Workers, GE HealthCare Technologies, Big Tech, NFL, Halliburton, HAL, Texas, Honeywell International, Honeywell, Linde, LIN, Facebook, Reality Labs, Microsoft, Oracle, Palo Alto Networks, Procter & Gamble, Natural Resources, Starbucks, Constellation Brands, TJX, Goods, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: Bausch, China, Hulu, NBCUniversal, Palo, Macao

☆ Eli Lilly gets a new price target after a big rally. Should I buy more shares?
▼ + stars: | 2023-08-16 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

One piece of the puzzle that still confuses me is the price target. Using Eli Lilly as an example: Jim posted a new 12-month price target of $600 and the stock is around $528. The first thing to address: What exactly is a price target anyway? Eli Lilly (LLY) jumped over 18% over the past two weeks but is still far from its price target. Using Eli Lilly as an example: Jim posted a new 12-month price target of $600 and the stock is around $528.

Persons: Jim Cramer, Eli Lilly, Jim, Kathy, LLY, it's, —, Jim Cramer's Organizations: Club, Jim Cramer's Charitable, CNBC

☆ Activists ease up on Salesforce — plus, 10 other Club stocks traded by Wall Street pros
▼ + stars: | 2023-08-16 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +10 min

The extraordinary activist-investor interest in Salesforce (CRM) eased further in the second quarter, according to the latest regulatory filings from influential Wall Street pros. His firm still owned about 2 million Salesforce shares as of June 30. Tepper also bought 2.3 million shares of Advanced Micro Devices (AMD) and 480,000 shares of Apple (AAPL) during the second quarter. As a result, Appaloosa's holdings as of mid-August may differ significantly from the conclusion of the second quarter. GOOGL YTD mountain Alphabet YTD performance Bets on Google's parent company, Alphabet (GOOGL), varied in the second quarter.

Persons: Dan Loeb's, Jeff Smith's, Salesforce, Jeffrey, Starboard's Jeff Smith, Smith, he's, 13Fs, it's, Marc Benioff, Mason Morfit, Paul Singer's Elliott, Elliott, Elliott —, Nelson Peltz's, Bob Iger, Peltz, David Tepper, Tepper, Bill Ackman's, Seth Klarman, Loeb, Klarman, Stanley Druckenmiller, Druckenmiller, Eli Lilly, That's, Jim Cramer's, Jim Cramer, Jim, Kim Kulish Organizations: Inclusive Capital, CNBC, Paul Singer's Elliott Management, Constellation, Club, Constellation Brands, Corona, Modelo, DIS, Disney, Management, Walt Disney Co, Peltz, Nvidia, Appaloosa Management, Microsoft, Micro Devices, Apple, AMD, Bill Ackman's Pershing, Capital Management, Oracle, Duquesne Family Office, Jim Cramer's Charitable, Corbis, Getty Locations: Salesforce, Tuesday's

☆ Amazon Pharmacy automates discounts to help insulin patients get pledged prices
▼ + stars: | 2023-08-15 | by ( Patrick Wingrove | ) www.reuters.com time to read: +3 min

Aug 15 (Reuters) - Amazon.com (AMZN.O) said on Tuesday its online pharmacy will automatically apply manufacturer-sponsored coupons to more than 15 insulin and diabetes medicines to help patients access discounts pledged by the drug industry. Vin Gupta, Amazon Pharmacy's Chief Medical Officer, said the report highlighted the need to make it easier for patients to get their insulin at the lowest possible prices. Amazon Pharmacy will also automatically apply available discounts to diabetes-related medical devices from manufacturers Dexcom and Insulet, including continuous glucose monitors and pumps, as well as to other cardiometabolic medicines such as Novo's powerful weight-loss drug Wegovy. American Diabetes Association Chief Executive Officer Charles Henderson said Amazon's automated discounting would help the 37 million Americans with diabetes more easily access the treatments they need. So, we're going to create options that gives them access to these medications," Amazon Pharmacy Vice President John Love told Reuters.

Persons: Eli Lilly, Lilly, Elizabeth Warren, Vin Gupta, Wegovy, Charles Henderson, John Love, Patrick Wingrove, Sandra Maler Organizations: Amazon Pharmacy, Novo Nordisk, Sanofi, Amazon, Congress, American Diabetes Association, Walgreens, Reuters, Thomson Locations: New York

☆ Drug distributor Cardinal sees sales boost from weight-loss drugs in 2024
▼ + stars: | 2023-08-15 | by ( Mariam E Sunny | ) www.reuters.com time to read: +2 min

Aug 15 (Reuters) - Drug distributor Cardinal Health Inc (CAH.N) on Tuesday raised fiscal 2024 expectations for sales at its pharmaceutical unit, banking on growing demand for newer weight-loss drugs, including GLP-1 treatments. Cardinal peers AmerisourceBergen (ABC.N) and McKesson (MCK.N) have also flagged a potential boost to revenues for drug distributors due to high demand for these drugs. It now expects revenue from its pharmaceuticals unit to rise 10% to 12% in fiscal 2024, compared with its previous expectation of about 10% growth. It raised its 2024 profit forecast slightly to a range of $6.50 to $6.75 per share, from $6.45 to $6.70 it had forecast previously. Excluding one-off items, Cardinal Health reported a profit of $1.55 per share in the fourth quarter ended June 30, topping expectations of $1.49 per share.

Persons: Novo, Eli Lilly's, it's, Cardinal, AmerisourceBergen, Aaron Alt, Vaibhav Sadhamta, Mariam Sunny, Pooja Desai Organizations: Health Inc, Cardinal Health, Thomson Locations: United States, Bengaluru

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