Warren Buffett has a secret. In recent quarters, Berkshire Hathaway ‘s 13F has hinted at a position it’s building under confidential treatment. Clues in the company’s 10Q filings point many observers to an industrial name, with the stake approaching $5 billion. Combined with Buffett’s well-known preference for sturdy companies with deep moats, that’s prompted guesses…
My top 10 things to watch Thursday, Aug. 7 1. Club name Apple shares are up again this morning, building on yesterday’s 5.1% jump after announcing an additional $100 billion investment into the U.S. and the creation of the American Manufacturing Program. Bank of America suggested iPhones could gain market share if competitors face tariffs…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Wall Street is putting together a strong bounce-back session Monday after wrapping up last week on a sour note thanks to a weak jobs report….
My top 10 things to watch Tuesday, Aug. 5 1. Wall Street was heading for a modestly higher open. Monday’s bounce-back rally after Friday’s weak jobs-driven slump broke a four-session losing streak. Club earnings ahead: Disney is tomorrow morning, with Eli Lilly on Thursday morning and Texas Roadhouse on Thursday night. 2. President Donald Trump…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the S & P 500 snapped a four-day losing streak, and what’s on the…
You can learn an awful lot by looking at the list of stocks that made new highs last week — and the list of stocks that hit new lows. Foremost, they can tell you what is and isn’t working in this market, especially during earnings season. We saw many groups roll over and only one,…
CNBC’s Jim Cramer walked investors through another week of earnings season, honing in on reports from Palantir, Berkshire Hathaway, Disney and Eli Lilly. “We’re still in earnings Hades, but at least it’s getting a little cooler out there,” he said. “That’s right, we’ve now gotten over the hump of the big-time growth stocks, the hyperscalers,…
The near-term outlook suddenly looks precarious for a stock market that’s near all-time highs, even after Friday’s big sell-off. Next week, investors will continue to act on what they learned this week. On the one hand, the artificial intelligence story that’s powered the stock market rally the last several months remains intact, with Microsoft this…
My top 10 things to watch Monday, July 21 1. Shares of Block are up big as the fintech company is set to join the broad-based S & P 500 index — a reminder that so much money is indexed to the S & P that it is hard to beat, and is a reason…
My top 10 things to watch Monday, July 14 1. Kenvue sacked CEO Thibaut Mongon and named company director Kirk Perry interim CEO. Strategic review going on. Heidrick & Struggles is working to find a new chief executive. The company, which makes consumer health products including Tylenol, Neutrogena and Band-Aid, was spun off from former…