Category "CNBC Investing Club: Analysis" - List of latest news (888 results)

02:36 Capital One beats on earnings, flexes momentum ahead of closing Discover deal

Shares of the credit card issuer rose around 3% in extended trading Tuesday.

20:40 Americans still want iPhones even if Apple is on borrowed time with Trump

Morgan Stanley says its March iPhone survey showed record-high upgrade intentions and stronger-than-expected Apple Intelligence adoption.

18:31 Danaher's quarterly results show signs of life, and the struggling stock soars

Count us among the Danaher investors breathing a sigh of relief.

22/04 Slowdown in tourists coming to the U.S. puts Disney's theme park magic at risk

The slump comes as Trump's tariffs are stoking fears of a global trade war and deterring foreigners from visiting the U.S.

21/04 Salesforce shares take another painful hit. Why we're not backing away from the stock

Analysts at D.A. Davidson downgraded the enterprise software stock to a sell rating.

21/04 What the Discover merger approval means for Capital One and 2 other financials

Wells Fargo research analysts see the Capital One-Discovery merger as a "clearing event" for more bank deals.

20/04 These are the 4 biggest things we're watching in the stock market in the week ahead

First-quarter earnings season picks up speed inside our portfolio and outside of it.

17/04 How do you solve a problem like Microsoft? We need answers on 2 big questions

The Microsoft negativity on Wall Street continues to pile up ahead of earnings at the end of the month.

17/04 Eli Lilly shares surge on new obesity pill data. What it means for the stock from here

Jim Cramer said Eli Lilly's new trial data has turned the obesity market into a 'one-horse race.'

16/04 Abbott Labs shares surge on earnings and a big sign of confidence in the business

Abbott's strong stock performance continued Wednesday after a first-quarter earnings beat and a guidance reaffirmation.

16/04 It's a different world for Nvidia's stock under Trump. The chipmaker's latest China hit proves that

Nvidia shares tumbled Wednesday morning after the chipmaker disclosed its made-for-China chips face new restrictions.

14/04 Apple stock jumps on Trump's tariff exemptions. How Jim Cramer says to play it

It's time to act on Apple's two-day rally.

14/04 Goldman's earnings provide reasons to believe in the stock despite a blurry backdrop

We're reiterating our buy-equivalent rating on the investment bank.

13/04 Here are the 2 big things we're watching in the stock market this week

First-quarter earnings season picks up steam after one of Wall Street's most volatile weeks on record.

11/04 We trimmed our Wells Fargo price target after mixed earnings. But that's not the whole story

We're willing to look through these results because of a key catalyst on the horizon.

11/04 We're sticking with BlackRock after it delivered solid earnings in a tough market

The asset manager is controlling what it can control.

11/04 Jim Cramer says it's getting harder and harder to defend Apple stock in U.S.-China trade war

"We can't have a position that's oppositional to the president of the United States," Jim Cramer said Friday during the Club's Morning Meeting.

10/04 What bank earnings say about the economy and investment climate may not be as clear this time

The nation's largest banks kick off first-quarter earnings this week as global markets whipsaw and recession odds fluctuate.

10/04 Costco backs up its status as a retail winner during a cloudy time for economy

The membership retailer's March sales were better than expected.

09/04 Jim Cramer grows more confident in cybersecurity stocks in this volatile world

The long-term outlook for cybersecurity stocks is bright, regardless of what happens in global trade.

09/04 Want to start buying stocks? Consider these 3 things before you make a move

Investors who want to deploy money in this volatile and uncertain market should keep these three considerations in mind.

08/04 Is it time to buy Broadcom shares alongside CEO Hock Tan's $10 billion buyback?

"This is a great situation," Jim Cramer said Tuesday.

08/04 Why Wells Fargo’s asset cap could be a blessing in disguise as recession fears roil markets

Piper Sandler analysts upgraded the bank stock to a buy from a hold-equivalent rating.

08/04 Jim Cramer: How Amazon could help Trump in his tariff 'game of chicken' with China

"China, that's who an Amazon, a Walmart are fighting," Jim Cramer says.

07/04 Jim Cramer says Apple down 30% from its record is not a buy yet — blame Peter Navarro

The architect of President Donald Trump's sweeping global tariffs "has it in" for Apple, Jim says.

07/04 Stocks are falling but are they getting any cheaper? It's hard to say right now

In moments of widespread uncertainty, a stock's price-to-earnings ratio may be difficult to trust.

07/04 'I'm not going to panic' — Jim Cramer on Sunday's stock futures sell-off

Jim Cramer urged Investing Club members to keep a level head, despite Wall Street headed for an ugly open Monday.

06/04 Here are the 3 biggest things we're watching in the market in the week ahead

The S&P 500 slid further into a correction territory Friday. The Nasdaq sank into a bear market.

04/04 Trump talking to Vietnam about a tariff deal is a good sign for the stock market

This sign that the president is listening to foreign leaders has us more constructive about the market and this manufactured selloff.

03/04 Trump's tariffs slammed the market and our financial stocks. 1 of them is a buy

Shares of Goldman Sachs, BlackRock and Wells Fargo plunged Thursday amid the global market selloff.

03/04 This retailer just got upgraded as a winner from Trump's tariffs. It's one we love

TJX Companies is in a prime position to cash in on the tariff chaos, according to Citigroup.

03/04 Here's how Trump tariffs will impact Nvidia, Apple and the rest of our tech stocks

The details of the long-awaited tariffs are generally being seen as worse than expected.

02/04 How the new Meta-UFC alliance could advance Zuckerberg's vision for the future of computing

Meta is jumping into the octagon in a big way.

02/04 With Trump's reciprocal tariffs looming, here are our stocks with the most U.S. sales

Three of our portfolio holdings derive 100% of their sales domestically.

01/04 Software stocks have had a bruising year. Why cybersecurity has been a relative outperformer

The long-term trends that should lift cybersecurity stocks remain intact despite a volatile market in 2025.

01/04 What to make of Wall Street's mixed calls on Apple stock

Citigroup said shares are a buy, while UBS reiterated its hold rating.

31/03 Don't overlook the impact of pharma tariffs, says an analyst. Where we stand on Bristol Myers

The drug stock is higher over the past month while the S&P 500 has pulled back sharply.

31/03 BlackRock CEO Larry Fink sees a $68 trillion market by 2040 in a key new area for the firm

The executive touted infrastructure investing as having "an opportunity so vast it's almost hard to grasp."

30/03 These are the 2 big things we're watching in the stock market this week

The Street will look to bounce back after a rough week and month for stocks.

29/03 Costco's not-so secret weapon: How Kirkland Signature is driving growth and profits

A weaker environment for consumer spending is playing right into one of Costco's biggest strengths.

28/03 What the biggest tech IPO in years signals for investment banks like Goldman Sachs

The IPO comes as Wall Street banks hope for a rebound in their deal-making businesses.

28/03 Wedbush says Texas Roadhouse is owning casual dining. Here's where we would buy more

The restaurant chain raised its guidance after months of bad weather.

27/03 Why we're sticking with Goldman despite a peer's lackluster dealmaking results

Jefferies' profits dropped in the first quarter, weighed down by weakness in investment banking.

26/03 An analyst cut his price target on 3 of our industrials. Why we're still upbeat on the stocks

Barclays analysts argued that Honeywell stock is appealing because of how out of favor the stock has been.

25/03 What Waymo's expansion into Washington, D.C., means for shares of parent Alphabet

The expansion of Waymo's network into new markets is a positive sign. But we remain downbeat on its parent company.

25/03 Here's how much Capital One would be worth post-Discover deal, according to one Wall Street firm

In a Tuesday note, BTIG analysts upgraded the financial stock to a buy from a hold-equivalent rating.

24/03 Wells Fargo's strong rebound rally continues. How we're playing the move higher

Traders on Monday brushed off price target cuts and, instead, focused on signals that the U.S. may avoid starting a full-blown trade war.

24/03 Cramer is not bothered by near-term headwinds facing one of his favorite stocks

Jim Cramer believes Home Depot could be a major winner this year.

23/03 Here are the 2 things we're watching in the stock market in the week ahead

22/03 As consumer confidence dips, off-price retailer TJX remains a top stock to own

TJX's ability to purchase new inventory and quickly convert it into sales is a key part of the company's unique moat.

21/03 How Microsoft went from generative AI leader to laggard and what to do with the stock

Microsoft stock is trying to avoid its longest weekly losing streak since 2008. It's no wonder the position has been trying our patience.

20/03 Darden sees a comeback in casual dining. What this means for our lone restaurant stock

Texas Roadhouse closed modestly higher Thursday, with investors perhaps gaining some confidence after Darden's March outlook.

20/03 2 portfolio stocks that should benefit from a boost in spending by older Americans

Home Depot and GE Healthcare are companies Mizuho believes will get a boost from an aging American population.

19/03 Nvidia CEO Jensen Huang says to stop worrying about this dark cloud on the stock

The Nvidia CEO made the remarks in an interview with our own Jim Cramer.

19/03 Nvidia's new chips and software show how fast the AI king is moving to defend its crown

Nvidia shares fell Tuesday despite a slew of encouraging product updates from CEO Jensen Huang.

18/03 What Google's big Wiz cloud security deal means for Alphabet and our 2 cyber stocks

Google just announced its largest deal ever, with major implications for the competitiveness of its cloud business and the overall cybersecurity industry.

18/03 Wall Street analysts defend Capital One stock after Monday's selloff. Here's where we stand

KBW maintained its buy-equivalent rating on Capital One, calling Monday's market reaction to the report "overblown."

18/03 Meta investors shouldn’t sleep on WhatsApp’s potential. Here’s why

The messaging app's business services are driving revenue growth.

16/03 These are the 4 biggest things we're watching in the stock market this week

Fed Chair Jerome Powell's press conference and Nvidia CEO Jensen Huang's GTC keynote are influential events.

14/03 JPMorgan says own this drug stock. It's one Jim Cramer is itching to buy again

The Club remains optimistic about Bristol Myers and shares JPMorgan's enthusiasm about Cobenfy.

14/03 What Nvidia must do at its biggest event of the year next week to win back investors

Shares of Nvidia are down more than 20% from their all-time highs set earlier this year, as for Thursday's close.

12/03 BofA says this tech stock can work even in a recession. We just bought more shares

Salesforce should be able to continue to grow despite the impact of tariffs and a possible recession.

12/03 An analyst upgraded Eaton to buy. Jim Cramer says the call is exactly right

Shares of Eaton rose more than 3% on Wednesday.

11/03 How a hidden benefit of a Wells Fargo asset cap removal could save the bank billions

The bank paid $2.5 billion more in remediation efforts in 2023 than in 2018, which was a year before Charlie Scharf became CEO.

10/03 Jim Cramer explains what Apple investors should do with the sinking stock

Shares dropped over 5% after Wall Street analysts revised down iPhone sales estimates.

09/03 2 big things we're watching in this week's market — and a look back at our flurry of trades

Inflation data and tariff talk will take center stage in the week ahead.

08/03 How Ray-Ban Meta smart glasses fit into Mark Zuckerberg's vision of a smartphone successor

Smart glasses have the potential to become a "very important computing platform in the future," according to Meta CEO Mark Zuckerberg.

07/03 Broadcom's report gives the battered AI trade a much-needed win

The chipmaker delivered the kind of quarterly beats and strong guidance needed to ease investor fears.

07/03 Costco checks plenty of key boxes for investors despite missing on earnings

Nothing in the numbers or what was said on Thursday's conference call suggests the best-of-breed retailer has lost a step.

06/03 Early current-quarter App Store data is promising for Apple's key growth business

Bank of America said its estimates of 13% full-year revenue growth for Apple's services unit could "end up as conservative if App Store strength persists."

05/03 TJX could steal share from rivals as Trump tariffs kick in, says UBS — here's why

TJX is a high-quality defensive stock that's ideal to own in any economy, but particularly in this uncertain environment, Jim Cramer said.

05/03 Novo Nordisk goes direct to consumer with Wegovy. What it means for obesity rival Eli Lilly

Shares of Eli Lilly rose Wednesday despite its rival's announcement.

05/03 CrowdStrike shares tumble on light guidance. Here's why we're upgrading the stock anyways

The cybersecurity provider's outlook may contain a level of conservatism.

04/03 Bank stocks are down big on Trump tariffs. It’s time to get into one of them

Shares of American banks sank as President Donald Trump's tariffs went into effect on key trade partners.

03/03 How much does Apple's staggered AI rollout really matter to the stock?

Shares dipped Monday after a report that Apple's "true modernized" version of Siri, a key part of its AI strategy, may not reach customers before 2027.

03/03 Nvidia gets swept up in a wave of uncertainty hitting Wall Street. Here is what's going on

Geopolitical concerns are weighing heavy on Nvidia's stock.

02/03 Here are the 3 things we're watching in the stock market in the week ahead

Earnings from CrowdStrike, Broadcom and Costco are in focus. Jobs data also will command Wall Street's attention.

28/02 Nvidia stock tries to make a stand — but this chart shows what it's up against

It's been a tough six weeks.

27/02 Here are three bullish aspects of Nvidia's quarter that the sellers are missing

Nvidia gave the bulls plenty to like Wednesday night.

27/02 Nvidia's beat and raise eases investors' concerns about 4 things nagging the stock

Shares of Nvidia remain below their Jan. 24 close around $142, the Friday before all the DeepSeek turmoil started.

27/02 Salesforce sinks on weak guidance — here's the biggest takeaway for the bulls

This was not the cleanest earnings report, but the immediate reaction in extended trading was overdone.

26/02 We're lifting our price target on off-price retailer TJX after another strong quarter

The stock climbed more than 3%, to over $126 a share.

25/02 Here's why Home Depot remains a buy after retailer clears lowered earnings bar

We're also reiterating our price target of $440 a share on Home Depot stock.

25/02 We're raising our Coterra Energy price target after a solid quarter, slight outlook tweak

Capital efficiency was a highlight with output levels above management's outlook range and spending near the low end.

24/02 What we want to hear from Jensen Huang when Nvidia reports earnings Wednesday

From DeepSeek to Blackwell snags, Nvidia's earnings report Wednesday evening lands against a complicated backdrop.

23/02 These are the 7 things we're watching in the stock market in the week ahead

Nvidia, Salesforce and Home Depot, plus the Fed's favorite inflation gauge, are among the biggest events for Wall Street.

22/02 What Alphabet's plan to launch a lower-price YouTube product means for the stock

The emphasis on YouTube subscriptions is a key part of the Alphabet story as it diversifies the company away from advertising.

21/02 Texas Roadhouse gets off to slower current quarter start. But nothing it can't handle

This short-term headwind creates a long-term opportunity.

20/02 Amazon's fastest-growing business isn't retail or cloud — why that's a good thing

The company has one of "the best mix shift stories you can find in tech land," one analyst said.

19/02 How the world's largest asset manager is using nearly $28 billion of acquisitions to reinvent itself

Over the past year, BlackRock has cut deals to buy infrastructure investment firm GIP, private credit manager HPS and data provider Preqin.

17/02 These are the two big things we're watching in the stock market in the week ahead

Housing data and earnings from our newest Club holding are big events in the holiday-shortened week.

14/02 Palo Alto deserves more credit for quarterly results only a year into its new strategy

Real progress has been made.

13/02 GE Healthcare soars 9% on earnings beat, wise guidance. Here's our new price target

We're lifting our price target on the medical technology provider after an encouraging fourth-quarter earnings report.

12/02 How the ripple effect of inflation, tariff concern could impact 2 big tech stocks

Inflation-wary consumers are still worried about rising prices — for good reason.

11/02 DuPont jumps on a strong quarter, and a big reason to stay invested remains on track

Shares climbed more than 7% each to nearly $82 apiece, a great sign after a bruising few months for the stock.

09/02 Here are the 3 things we're watching in the stock market this week

Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.

07/02 Amazon's quarterly beats took a back seat to a couple dings we're not going to sweat

We don't see these items as thesis-changing.

06/02 We're updating our Honeywell rating after long-awaited breakup news, sensible guide

Investors sold down the stock roughly 5.5% on a disappointing 2025 guide.

06/02 Eli Lilly has its mojo back ahead of a pivotal year for the obesity drug giant

The drugmaker is not perfect, as the past few months showed, but it's still a thoroughbred.

06/02 Linde shares whipsaw after earnings, highlighting a crucial lesson for investors

Management assured us that its outlook is a starting point for the year and not hostage to currency fluctuations. 

06/02 Bristol Myers' stock decline in response to weak guidance is a gift to investors

The heart of our investment thesis in the drugmaker remains intact.

05/02 Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek

Amazon, which is set to report its quarter after Thursday's closing bell, remains an unknown. But three for three so far is not too bad.

05/02 The market seems confused about Disney's earnings. Here's what you need to know

Disney's cost-cutting efforts and the strength of its beloved brand were on full display in Wednesday's results.

05/02 Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

We're debating whether this management team can do better or whether we're looking at a value trap.

04/02 Positive analyst notes bolster Monday's decision to buy this financial stock on the dip

Analysts came to BlackRock's defense, as the Club did in our trade alert, after shares fell nearly 6% in the prior session.

03/02 What Trump's new tariffs could mean for 10 portfolio stocks including Amazon and TJX

The impact of higher import duties varies across the portfolio. Some companies may even benefit.

02/02 Here are the 11 things we're watching in the stock market in the week ahead

Jobs data and earnings from the likes of Amazon and Eli Lilly take center stage in the week ahead.

01/02 We trimmed 3 stocks, bought more of another in this week's overbought market

Here's a cheat sheet of this week's portfolio trades, including a purchase of an industrial name ahead of its earnings report.

01/02 AI chatbots emerged as a go-to tool for holiday shoppers. What that means for our retail stocks

There's a new shopping sidekick in town: generative AI.

31/01 What Meta, Microsoft tell us about chip demand ahead of next week's wildcards

Two down. Two to go.

31/01 Eaton reports mixed results but makes clear its AI data center business is still full steam ahead

The industrial stock shook off earlier losses and turned positive in afternoon trading.

31/01 Apple proves naysayers wrong once again with lots to like from the quarter and outlook

Guidance for revenue growth in the March quarter was much better feared.

30/01 Eaton finds its footing ahead of earnings after DeepSeek fears shook the stock

Eaton investors worried that DeepSeek will torpedo the AI trade can breathe a little easier Thursday.

30/01 Dover delivers a rosy profit outlook. Here's our new price target on the industrial stock with AI ties

The industrial stock touched a new all-time intraday high during Thursday's session.

30/01 I am making a call on Nvidia after watching it get pummeled this week

What to do with Nvidia after a terrible week?

30/01 Meta earnings reward investors who bid up shares to five straight record closes

Meta Platforms delivered a monster quarterly beat on everything from sales and earnings to cash flow and engagement.

30/01 Microsoft delivers an earnings beat but misses where it matters most

Investors want to see faster cloud revenue growth to justify the billions of dollars the company is investing to scale AI and Microsoft simply did not deliver.

29/01 Here's what Brian Niccol had to say about fixing two of Starbucks' biggest problems

The new CEO shed more light on his plans, one day after his company reported better-than-feared earnings results.

29/01 We're cutting our price target on Danaher as frustration mounts after a messy quarter

Shares tumbled more than 8% after in response to fourth-quarter earnings and 2025 guidance.

29/01 Amazon is in a great position ahead of earnings. DeepSeek doesn't change that

Will the e-commerce and cloud giant live up to the hype?

29/01 We're increasing our price target on Starbucks after CEO Brian Niccol shows signs of progress

The coffee giant is in the midst of a turnaround. Patience is required.

29/01 Shares of Nextracker soar on stellar earnings. What we need to see before upgrading the stock

Shares jumped more than 16% in extended trading after better-than-expected results and raised guidance.

28/01 4 portfolio stock winners from DeepSeek's emergence — and 2 we're less sure about

Meta and Amazon are clearly in the potential winners circle.

27/01 DeepSeek rattles Wall Street. What the Chinese startup means for Nvidia, Meta and the rest of our AI stocks

We explore DeepSeek's wide-ranging implications for our investment portfolio.

27/01 Here's what Jim Cramer tells investors to do with Nvidia as shares tumble on DeepSeek AI fears

AI chip king Nvidia is tumbling on the emergence of Chinese AI startup DeepSeek.

26/01 Here's what we'd like to see from our 8 stocks reporting earnings this week

Plus, we'll get the personal income and spending report, which includes the Fed's preferred measure of inflation.

24/01 We're adding 4 stocks to our Bullpen watch list including a hot steakhouse chain

We're expanding our Bullpen following this week's January Monthly Meeting

22/01 CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos

It's that time of year when business tycoons and influential world leaders gather in Davos.

22/01 Abbott shares climb despite a mixed quarter. What we want to see before we buy more

Shares of Abbott Laboratories rose more than 1% in Wednesday's session.

22/01 OpenAI data center blitz is a boon for AI stocks. Cramer says buy this one sitting out the rally

Shares of Nvidia and Eaton are higher Wednesday on the investment announcement.

21/01 Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice

In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.

21/01 From tariffs to energy to AI: What Trump's busy return to the White House means for our stocks

The batch of executive orders and commentary have implications for Coterra Energy, Meta Platforms and more Club stocks.

21/01 Sell Apple? Jim Cramer reveals how he has made a lot of money on the stock

Apple shares sank Tuesday on a slew of recent downgrades from Wall Street analysts.

21/01 Here are the 4 things we're watching in the stock market in the week ahead

Donald Trump returns to the White House, and Abbott Laboratories is set to report quarterly earnings.

17/01 Here's what it will take for Apple to get out of its 2025 funk

Evercore ISI said China may be a "key wildcard" for Apple during the company's upcoming fiscal Q1 release on Jan. 30.

17/01 The future of TikTok is cloudy, but Jim Cramer's advice for investors isn't

Whatever happens over the weekend, Jim is firm that Meta is a strong buy.

16/01 Here is where Cramer stands on DuPont after key spin-off and guidance updates

DuPont stock lagged Thursday despite positive developments.

15/01 Goldman backs up our bank stock shuffle with strong earnings, upbeat M&A outlook

Shares popped roughly 6% to more than $600 apiece after a fourth-quarter revenue and earnings beat.

15/01 Wells Fargo shares surge post-earnings as Wall Street wisely focuses on the big picture

While the reported numbers were solid, an upbeat outlook for 2025 stole the show.

15/01 BlackRock delivers earnings beat that proves recent sellers of the stock wrong

New deals will help BlackRock obtain "higher and more durable organic growth," CEO Larry Fink said on the post-earnings call with investors.

14/01 9 questions we want answered when our 3 financial names report earnings Wednesday

Wells Fargo, Goldman Sachs and BlackRock will all post Q4 results before the bell.

14/01 Eli Lilly shares tumble after cutting its sales outlook. What it means for investors

Shares plunged 7% after management said demand for its popular GLP-1 drugs did not meet expectations.

14/01 Salesforce climbs on what Jim Cramer calls an 'important' Wall Street endorsement

Shares of the enterprise software giant added more than 2.5% early Tuesday.

13/01 Nvidia falls on tougher AI chip export rules. Jim Cramer calls them 'absurd'

The Biden administration on Monday issued its strictest rules on artificial intelligence chip exports yet.

12/01 Here are the 8 things we're watching in the stock market in the week ahead

Inflation data and bank earnings will take center stage.

10/01 Corona brewer gets slammed post-earnings, and we question whether to keep the stock

This was not the quarter we were looking for — and unfortunately, we see little reason to defend Constellation brands.

09/01 The bond market threw a wrench into this company's turnaround. We may need to dump it

We're at a crossroads with the stock.

09/01 Wall Street names 13 of our stocks 'top picks' for 2025 — here's the list and our takes

These are names analysts say can not only weather any headwinds but will thrive in the new year.

08/01 Eli Lilly's lead in the obesity race has grown. Its recent stock performance says otherwise

Eli Lilly has been one of the worst-performing Club stocks over the past six months.

07/01 Don't be fooled by Nvidia stock's slide after CEO Jensen Huang laid out an AI roadmap

The CEO's product announcements are not as important as the long-term vision he presented.

07/01 Cramer: Meta dumping fact-checkers shows Mark Zuckerberg 'wants to play ball' with Trump

CEO Mark Zuckerberg's move to end fact-checking across Meta's platforms is a positive for investors, Jim Cramer said Tuesday.

07/01 What a Wall Street analyst gets wrong about Apple in rare sell call on the stock

MoffettNathanson downgraded shares of the iPhone maker to sell from hold Tuesday.

05/01 Here are the 5 things we're watching in the stock market in the week ahead

Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.

04/01 We traded 14 stocks since early December, including one we sold out of entirely

It's time to catch up after a busy month.

04/01 Here is our third-quarter earnings report card for 33 stocks in the portfolio

We ranked the quarterly reports of our holdings in the Club as great, good, not-so-bad and ugly.

03/01 Our best and worst stocks in 2024 actually had a lot in common

AI spending, the Federal Reserve's easing campaign and Donald Trump's election victory were key themes for the market and our stocks in 2024.

02/01 Costco has the tools to show its expensive stock is still worth the premium in 2025

Costco's burgeoning revenue streams like advertising and e-commerce may help propel the stock in the new year.

31/12 Home Depot is Jim Cramer's favorite housing-related stock for 2025 — here's why

Home Depot is gearing up for a comeback in 2025, with early signs of recovery already evident.

30/12 Here's how Wells Fargo can deliver an encore to its strong 2024 performance

There's a key catalyst on the horizon for the banking giant.

30/12 Off-price retailer TJX is set for another stellar year as a reliable defensive stock

TJX could also benefit in 2025 in the event of trade tariffs from the incoming Trump administration.

29/12 Don't get caught up in seasonal trends — plus, 2 things we're watching in the week ahead

It's a light week of economic and corporate data.

27/12 A pickup in the global economy should get Linde back to its winning ways in 2025

Linde needs a stronger global economy to return to its beat-and-raise cadence.

27/12 Bargain hunting: These 8 portfolio stocks look quite cheap, but only some are worth buying

We screened our 35-stock portfolio to identify bargain names heading into the new year.

27/12 Nvidia delivered an encore performance in 2024. What stands in the way of a three-peat

Competitive dynamics around custom AI chips cannot be ignored.

26/12 Danaher had a disappointing 2024. Its path to success next year goes through Wall Street

A pickup in the initial public offering market would be a boon to Danaher.

26/12 Meta gains for a third straight year depend on things the company can and can't control

A big question mark in 2025 is politics.

24/12 Expect Eaton to keep profiting from AI's spiraling demand for computing power

A big backlog of projects should keep the company busy for the foreseeable future.

24/12 Both sides of Amazon scored big wins this year that should carry over into 2025

A fast-growing advertising business was the icing on the cake in 2024.

23/12 Here's what it will take for Apple stock to keep notching new highs in 2025

Hint: Just making more iPhones isn't enough.

23/12 Eli Lilly looks to extend its winning streak over the broader market to 6 years

The drugmaker's ability to further expand available supply of its obesity and weight loss drugs is crucial.

22/12 1 big question this week: Was Friday's good news double a market turning point?

Friday's stock market rally was not enough to overcome last Wednesday's Fed-driven plunge.

19/12 Why YouTube's spectacular rise from startup to media juggernaut should get more respect

Investors in Google-parent Alphabet are now faced with a different, strangely positive kind of uncertainty concerning YouTube.

16/12 A spin-off of Honeywell's aerospace unit would be an overdue jolt for the stock

Shares are up 3% Monday after Honeywell responded to activist investor Elliott's call to break up the company.

15/12 Here are 13 things we're watching in the market in the week ahead

The Federal Reserve's interest rate decision and commentary on policy in 2025 will command center stage.

14/12 Companies and investors race to mitigate Trump tariff risk. How one iconic firm is adjusting

Wall Street wonders what higher levies on Chinese imports mean for the toolmaker and many other Fortune 500 companies.

13/12 Costco quarter signals record stock run is not done yet. Here's our new price target

With gross margins and paid memberships trending higher, this rally to fresh highs can continue.

13/12 AI chipmaker Broadcom shares soar 14% despite mixed quarterly results — here's why

We're increasing our price target on the stock after a slew of positive AI updates.

12/12 Here are 7 key moments from Jim Cramer's interview of Donald Trump from the NYSE

In their wide-ranging discussion, Trump said the performance of the stock market is "very important" to him.

11/12 Apple's rollout of new ChatGPT-powered Siri, AI image tools extends record stock rally

The new AI features could prompt people waiting on more artificial intelligence capabilities to finally update their iPhones.

10/12 Costco stock is not cheap. Here's why Jim Cramer says the premium is more than worth it

Costco shares continue to crush the S&P 500, putting its valuation into question. Here's why Jim Cramer says stay the course.

09/12 Citi analysts see big jumps ahead for 3 industrial stocks — 1 call really surprised us

Wall Street analysts touted three Club industrial stocks in a Monday research note.

09/12 Cramer calls analyst downgrade of AMD 'cogent.' But he's not giving up on the stock

Bank of America is worried that competitive dynamics in the AI chip market could be an overhang on AMD.

08/12 Here are 4 things we’re watching in the stock market in the week ahead

Inflation data and earnings from Costco and Broadcom will be front and center.

06/12 Cramer: Musk-Trump bond fuels an 'alternative market of unreality' we can't ignore

"There's nothing wrong with talking about it because it's nothing short of insane," Jim Cramer said Friday

06/12 Meta Platforms provides another reason to own oil-and-gas driller Coterra Energy

"I continue to like Coterra very much," Jim Cramer said.

05/12 Market FOMO? We go to the charts for attractive purchase levels on 2 buy-rated stocks

Feeling shut out of this hot market? You're not alone.

04/12 Eli Lilly's obesity drug beats rival in head-to-head trial — where Cramer sees shares going next

New trial data has cemented Club holding Eli Lilly's pole position in the highly competitive weight loss drug race.

04/12 Salesforce surges on revenue beat, AI growth prospects – here's our new price target for the stock

Salesforce made clear that Agentfoce, its new AI offering, can kickstart revenue growth in the quarters ahead.

03/12 Modelo brewer Constellation Brands' sale of Svedka vodka is a positive move for the stock

Wine and spirits have been a consistent drag on the brewer's earnings.

03/12 The case for Honeywell breaking itself up gets even stronger after its Bombardier deal

Jim Cramer said Tuesday that Honeywell's partnership with Bombardier is "Exhibit A" for why Elliott's breakup push is correct.

02/12 Cramer calls Disney stock a 'great bargain' as CEO Bob Iger scores another big box office win

Disney broke some more box office records with 'Moana 2' over the long Thanksgiving weekend.

02/12 Jim Cramer says AMD stock is a buy on Intel's CEO shakeup — 'It's winning'

Pat Gelsinger's retirement from Intel will only help Club holding and longtime rival AMD, Jim Cramer said Monday.

30/11 Here are 4 things we're watching closely in the stock market this week

On tap: several updates on the job market and earnings from another Club stock.

29/11 Ditch all the negativity: Here's what can go right to lift each of our 34 stocks

Jim Cramer likes to remind investors of the positives in the market. We applied that mindset to our Club portfolio stocks.

27/11 CrowdStrike's post-earnings stock drop is a buy. Here's why sellers have it all wrong

The stock drop plays right into our hands.

26/11 We knew Best Buy's quarter and guide would be weak. Here's our plan for the stock

We recently trimmed Best Buy to protect hard-fought gains, and we're going to wait a bit before buying them back.

26/11 Eli Lilly shares jump on two big updates and Jim Cramer is so here for it

The Biden administration proposed a rule change that would expand access to Eli Lilly's Zepbound. And an obesity drug competitor released disappointing results.

25/11 Analysts see Apple AI efforts boosting sales for a business you might not expect

Revenue for Apple's services unit could see a 5% to 11% increase in fiscal 2027, according to Morgan Stanley.

24/11 6 things we’re watching in the stock market in the holiday-shortened trading week ahead

The Fed's favorite inflation gauge and earnings from Club holdings Best Buy and Crowdstrike are among the biggest events on our radar.

22/11 Salesforce CEO Benioff rips Microsoft's AI efforts. Here's why we're not picking sides

Deutsche Bank raised Salesforce's price target to $365 apiece from $325 Friday.

21/11 Starbucks considers next moves in China — Cramer says new CEO 'is not fooling around'

Starbucks on Thursday said it's exploring the "best path to growth" in the world's second-largest economy.

21/11 Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Don't be fooled by the sellers: Nvidia's future is as healthy as ever.

21/11 Palo Alto Networks beat and raise fails to wow Wall Street. But that plays into our hand

Don't sweat the drop in Palo Alto Networks stock.

20/11 We're changing our price target on TJX despite the retailer's light guidance

The company's outlook was not overly concerning given its proclivity to under-promise and over-deliver.

20/11 Jim Cramer says he's feeling even more confident in Apple's future. Here's why

Bernstein's Toni Sacconaghi laid out a clear path for Apple shares to climb higher.

20/11 Nvidia's answers to these 3 questions will impact where the red-hot stock goes next

No company is more synonymous with AI than Nvidia, which holds a dominant position in the market for cutting-edge processors.

19/11 Wall Street analysts tout our 2 cybersecurity stocks ahead of quarterly earnings

Evercore ISI and Truist lifted Palo Alto Network's price target. Morgan Stanley forecasted more upside for CrowdStrike.

18/11 Disney's comeback has another believer. What Jim Cramer says to do with the stock from here

Another Wall Street firm sees progress in Disney's turnaround.

17/11 5 things we're watching in the stock market in the week ahead

The post-election rally came to a halt this week.

15/11 Billionaire investors were torn on Alphabet, Amazon. How they traded 5 portfolio stocks

New regulatory filings show how Wall Street's most influential investors either cut back or piled on to these 5 names.

15/11 How we're thinking about Eli Lilly after Trump picked obesity-drug critic RFK Jr. to run HHS

Robert F. Kennedy Jr. has been a vocal critic of obesity drugs belonging to the fast-growing GLP-1 class.

14/11 Here's why investors are so excited about Disney's quarterly results

After several quarters of underperformance and investor frustration, CEO Robert Iger's turnaround plans appear to be working.

12/11 Team Meta? Team Alphabet? A noted tech analyst weighs in and so does Jim Cramer

Cramer sees merit in MoffettNathanson's buy calls on Alphabet and Meta.

12/11 Home Depot is on the verge of an earnings rebound after quarterly beat and raise

Same-store sales were better than feared, lifted by this summer's hurricanes in the U.S.

12/11 Honeywell jumps on activist push for a breakup. Here's our plan for the stock now

Jim Cramer isn't the only one who thinks Honeywell needs to reshape its sprawling portfolio.

11/11 Nvidia is the world's most valuable company (again). What's next for the AI chip king?

Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.

11/11 An analyst sees a key catalyst for Wells Fargo early next year — and it's a big reason we own it

Wells Fargo's asset cap may finally be lifted early next year, according to Bank of America analysts.

10/11 The 2 things that will drive the stock market after last week's Trump-Fed rally

Talk about an eventful week. And, the hurdles to come.

08/11 Wall Street is bullish on one portfolio retail stock while raising concerns about another

We're talking about Home Depot and Best Buy.

08/11 How will Donald Trump approach AI this time around? His first term offers clues

The rollout of 5G networks during Trump's first term is reminiscent of the generative AI boom.

06/11 Apple deftly navigated Trump's first term. The second one brings new challenges

Wall Street analysts say Trump's proposed tariffs could spell trouble for Apple. But regulatory scrutiny may ease.

05/11 DuPont's biggest businesses get stronger and a key catalyst may arrive sooner than thought

We're reiterating our 1 rating and price target of $100 a share on the stock.

05/11 Analysts tout an 'underappreciated growth driver' at Microsoft that can benefit from AI

RBC analysts cheered Microsoft stock on Tuesday. But, this time it's for more than just the company's cloud computing business and AI ambitions.

05/11 Here is the most important thing investors can do ahead of the presidential election outcome

The real question is not who will win Tuesday's election — but rather, how quickly will we know who won.

04/11 Cramer's favorite stock of earnings season so far gets new props from analysts

Amazon is getting the recognition it deserves on Wall Street after a great quarter.

04/11 Where Jim Cramer stands on Apple after more selling from Warren Buffett's Berkshire

Berkshire sold another chunk of Apple stock, cutting its stake by about 25% during the third quarter.

03/11 The 3 things that will influence the stock market in the most consequential week of the year

The major stock benchmarks rallied Friday but were lower last week, with the Nasdaq leading the way lower after reaching new highs.

02/11 4 retail stocks that look good even if the holiday shopping season is soft

Wall Street research firm Telsey Advisory Group is upbeat on Costco, Amazon, Best Buy and TJX Companies.

01/11 Coterra Energy posted a mixed quarter, but delivered beats where it matters most

Once again, management's strict adherence to cost discipline meant strong earnings and free cash flow generation.

01/11 Jim Cramer: Abbott stock is 'dirt cheap' after a surprising legal win validates our conviction

Jim Cramer said Friday on CNBC that Abbott stock is "dirt cheap."

01/11 Apple stuck it to the naysayers with better-than-feared financials, emerging iPhone 16 demand

While maintaining our wait-for-a-pullback 2 rating for the time being, we're increasing our price target to $250 per share from $240.

01/11 Amazon crushed it in e-commerce and cloud, forecast an impressive holiday quarter

We're reiterating our 1 rating and raising our price target to $240 price target from $220.

31/10 Linde falls after its guidance fails to wow the market. We've seen this movie before

Shares of the industrial gas supplier dropped around 3% in a down market.

31/10 We're hiking our price target on an industrial whose earnings benefit from AI data center boom

Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.

31/10 Beaten-up Nextracker provides investors a reason to believe. But timing is key here

Shares of Nextracker jumped 22% on the back of stronger-than-expected results and an increase to its project backlog.

31/10 Meta's stock drop tells the wrong story on earnings — so, we're boosting our price target

Don't let the after-hours stock action fool you, Meta delivered one heck of a strong quarter and rosy revenue guidance.

31/10 New Starbucks CEO shares more details on his turnaround plan. We like what we heard

Starbucks stock edged higher in extended trading Wednesday night.

31/10 We reiterate our 1 rating on Microsoft despite its softer guidance — here's why

The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about. 

30/10 Eli Lilly's quarter was messy. What to do with the stock is more clear-cut

We're upgrading our rating on the drugmaker to a buy-equivalent 1.

30/10 We're hiking our GEHC price target, looking beyond a mixed quarter to next year's catalysts

While revenue slightly missed, an earnings beat along with a number of other positives pushed the stock higher.

30/10 Alphabet's two pillars of growth stand tall in the latest quarter. But we're not ready to act

Alphabet shares surged during Tuesday's after-hours trading following a solid earnings print.

30/10 AMD's post-earnings slide is a buying opportunity. Here's why

Wall Street's reaction to the quarter continues an up-and-down month for shares of the AI chipmaker.

29/10 We upgraded Stanley Black & Decker stock despite the post-earnings selling

While the numbers were disappointing, the company's turnaround continues to plan.

29/10 Jim Cramer says buy Stanley Black & Decker's post-earnings plunge 'aggressively'

Shares of the Club stock tumbled Tuesday after the DeWalt owner reported earnings.

29/10 What to know about the new way Microsoft will report cloud numbers Wednesday

Some on Wall Street are upbeat about the move. Others are not.

28/10 Amazon's satellite spending has investors on edge. The payoff may be worth the wait

Amazon is pouring money into satellite internet service Project Kuiper. Investors have questions on what it means for profits.

27/10 14 earnings reports and major economic data will be the stock market movers this week

Look for updates on economic growth, inflation, and jobs. It's also the biggest week of earnings season.

26/10 Big companies are seeing more turnover in the CFO chair. Here's why that matters

CFO turnover hit 8.9% globally during the period, surpassing levels in 2022 and 2023.

25/10 Don't act on Apple sell calls — 1 chart shows Jim Cramer's 'own it, don't trade it' payoff

KeyBanc downgraded the stock to underweight from sector weight as analysts project slower growth in iPhone sales. 

24/10 What to do with Honeywell stock after its sharp post-earnings pullback

The industrial giant reported mixed third-quarter results compounded by a mixed outlook.