My top 10 things to watch Tuesday, Oct. 7 1. Nvidia CEO Jensen Huang joins the Investing Club this afternoon at our October Monthly Meeting. Sign up to join the Club and watch my interview with Jensen. Lots to talk about from OpenAI to hyperscaler spending. 2. Goldman upgraded construction services firm Emcor to a…
My top 10 things to watch Friday, Aug. 15 — Today’s newsletter was written by Zev Fima, the Investing Club’s portfolio analyst. 1. DA Davidson upgraded Club name Salesforce to a hold-equivalent rating from underperform while keeping its price target of $225 a share. Activist investor Starboard increased itss stake in the company by 47%,…
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The stock market is lower Tuesday as investors weigh the latest earnings and trade news. “It seems like a very mixed day because there’s a rotation going on. People…
It all comes back to tech, once again. Magnificent Seven earnings kick off in the week ahead, with Alphabet and Tesla the first of the megacaps to report this earnings season at a time when the artificial intelligence trade — along with strong quarterly results and economic data — is once again carrying the market…
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 on Thursday as the major averages logged a third straight day of gains and what’s…
As the first-quarter earnings season kicks into overdrive, Piper Sandler shared some stocks that could surpass investors’ expectations. Blockbuster names slated to report this week include Netflix , American Express , UnitedHealth , D.R. Horton and Charles Schwab . With this earnings season falling in a time of extreme market uncertainty, investors may get their…
Wall Street rediscovered its winning ways last week, thanks to some promising inflation data. Investors are now focusing on Donald Trump’s first week back in the White House and another bundle of earnings. It was no surprise to see relatively muted action last Monday and Tuesday, given markets were reeling from a hot December jobs…
Next week’s Inauguration Day will finally clear up for investors what exactly Donald Trump’s return to the White House means for markets. Last year, in the immediate aftermath of Trump’s November victory, stocks rallied in a so-called “Trump bump” that lifted those parts of the market expected to benefit most from the president-elect’s pro-growth policies…
A trader wearing a Trump hat works on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Nov. 6, 2024. Bloomberg | Bloomberg | Getty Images Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up…
CNBC’s Jim Cramer reviewed Monday’s market action, saying the session’s moves reflect investors who feel Vice President Kamala Harris could win the presidency, even as the race remains deadlocked in the polls on the eve of Election Day. “I’m not sure the market’s right about what a Harris presidency would mean for business, but at…