My top 10 things to watch Wednesday, Sept. 3 1. Google will not have to divest its Chrome browser as a remedy to the search monopoly ruling, nor will it be banned from making payments for default placement on other firms’ devices. Big win for Google. Why did it happen? Because of the rise of…
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….
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 Wednesday, April 9 1. Supply chain issues and tariffs: What goods may not be shipped? Can we afford tariffs on key imports from China? Those are big questions facing American consumers and financial markets. 2. President Donald Trump’s country-specific tariffs, including 104% levies on Chinese goods, went into effect…
Top 10 things to watch Tuesday, Feb. 11 — Club Director of Portfolio Analysis Jeff Marks wrote this story. 1. Stocks were heading for a lower open Tuesday. The decline follows solid gains for the S & P 500 and Nasdaq in the prior session. The 10-year Treasury yield and oil traded higher as the…
Inflation readings next week will have to show that the rosy macroeconomic outlook underpinning the bull case for stocks remains intact, in order to reassure a whipsawed market swinging between the latest earnings news and the latest tariff updates. Wall Street is in for a quieter economic calendar in the week ahead, but investors will…
My top 10 things to watch Friday, Dec. 13 1. Insatiable demand for AI computing from all hyperscalers, including Apple . That’s the takeaway from Club holding Broadcom’s earnings report, which has shares soaring more than 17%. CEO Hock Tan estimated its “serviceable addressable market” for AI is $60 billion to $90 billion by 2027….
My top 10 things to watch Tuesday, Nov. 26 1. The outgoing Biden administration proposed a rule that would expand access to obesity drugs for millions of Americans enrolled in Medicare and Medicaid. If implemented, that would be great news for Eli Lilly , a longtime Club name we bought more of on Monday. Shares…
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 Monday’s key moments. Wall Street was mixed Monday, the day before Election Day. There’s also a two-day Fed meeting this week. The market expects an interest rate cut of 25 basis points on…