My top 10 things to watch Wednesday, Oct. 8 1. Nvidia CEO Jensen Huang told Investing Club members that Oracle’s cloud business renting Nvidia chips to customers will “be wonderfully profitable” over the life of the AI system. He was responding to a media report that said Oracle was seeing thin margins on the chips…
Government shutdowns should, theoretically, matter to the stock market. A shutdown could hurt spending power for up to 900,000 people, the highest estimate I have seen for those to be furloughed. That’s a lot of people who will spend a lot less money – especially because most Americans live paycheck to paycheck. Shutdowns still don’t…
My top 10 things to watch Tuesday, Sept. 30 1. Wall Street was heading for a slightly lower open as the prospect of a government shutdown loomed. House Speaker Mike Johnson told CNBC that Democrats should “do the right thing” and pass a clean stopgap funding measure. Federal funding runs out today, risking a shutdown…
My top 10 things to watch Monday, Sept. 29 1. Wall-to-wall ads for Apple’s iPhone 17 are being run this weekend by the wireless carriers. That feeds into my belief that Wall Street is underestimating this upgrade cycle for Club name Apple. Bank of America, which has a buy rating on Apple stock, said order…
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 and what’s on the radar for Friday’s session. Oklo’s big decline CNBC will…
My top 10 things to watch Monday, Sept. 22 1. Wall Street was heading for a modestly lower open this morning after the S & P 500 closed at a record high on Friday. On tap this week : Club name Costco reports earnings after Thursday’s close, and the Federal Reserve’s favorite inflation gauge is…
We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Oklo Inc (NYSE:OKLO) is one of the stocks analysts were recently talking about. Dimple Gosai, Bank of America clean energy analyst, explained in a program on CNBC why she’s bullish on Oklo Inc (NYSE:OKLO). She has a Buy rating and $92 price…
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 and what’s on the radar for Friday’s session. Crypto’s surge CNBC’s Tanaya Macheel…