Keyword "stock takes" - List of latest news (787 results)

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.

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.

21/04 Jim Cramer says CEOs are reluctant to talk publicly during second Trump presidency

"People who have historically been on the record will talk with me and say, 'Look, I've got to talk off the record," Jim Cramer said Monday.

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 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.

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 'Stay in the game when there's despair' — that's Cramer's takeaway from Wednesday's dramatic stock rally

The stock market's dramatic turnaround Wednesday on Trump's tariff pause shows why investors cannot panic in moments of turmoil, Jim Cramer said.

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.

07/04 Jim Cramer says 'wait and see' before selling stocks like Caterpillar. Here's why

CNBC's Jim Cramer said patience is the right strategy for investors to adopt in the current market moment.

04/04 Cramer says Trump is following the perfect plan if the goal is to crash the market

Cramer's comments Friday came shortly after China announced retaliatory levies on U.S. imports.

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 Jim Cramer: Here's my advice for investors as stocks dive on Trump's tariffs

CNBC Jim Cramer says long-term investors must steel themselves as the stock market tanks on Trump's sweeping tariff announcement.

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."

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.

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.

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 Jim Cramer says he is unfazed by Costco’s recent sell-off. Here's what he'd do with the stock

Shares of the retail stalwart are down sharply over the past month, trailing the S&P 500.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

What to do with Nvidia after a terrible week?

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 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?

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.

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 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.

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 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.

13/01 Jim Cramer: Meta's Zuckerberg lays out 'damning' case for U.S. against Apple

The remarks come as Apple has been facing challenges with iPhone demand, particularly in its key China market.

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.

06/01 Here’s why Jim Cramer likes software stock Salesforce over high-flying Palantir

Palantir has emerged as one of the early AI winners, but it's tough to value, Cramer says.

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.

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.

19/12 The Mag 7 stock we're most worried about — and how it can bounce back

Skepticism of the firm's AI strategy has weighed on investor sentiment.

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.

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.

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.

12/12 RFK Jr. tells Jim Cramer: Weight-loss drugs shouldn't replace healthy eating, not against all vaccines

"The first line of response should be lifestyle," Robert F. Kennedy Jr. says.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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 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.

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.

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 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."

30/10 Jim Cramer says Reddit's surge is about 'raw user power,' calls it 'holy grail' for advertisers

Around 30% to 60% of Reddit users are not on other social media platforms, making it a boon for advertisers who want to reach a larger, more unique audience. 

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.

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 Bernstein naming Meta the new 'set-it-and-forget-it' stock comes down 2 things

The analysts cited the strength of Meta's core advertising business and the monetization of artificial intelligence.

23/10 Jim Cramer says don't sell Starbucks stock on the new CEO's painful moves to right the ship

New Starbucks CEO Brian Niccol has cleared the decks for his turnaround plan.

22/10 Analyst sees an underappreciated growth driver for Costco that could last at least 50 years

Bernstein initiated coverage of the retail giant with a buy-equivalent rating.

21/10 Disney makes the right pick to lead board as it searches for next CEO

Former Morgan Stanley CEO James Gorman has experience in succession planning.

21/10 Wall Street analysts get it wrong on two of our portfolio industrial stocks

New research from Wall Street analysts missed the mark on Stanley Black & Decker and DuPont.

19/10 4 ways Brian Niccol can use his Chipotle playbook to reinvigorate Starbucks

Investors will soon get a chance to hear directly from CEO Brian Niccol when Starbucks reports earnings Oct. 30.

18/10 Jim Cramer says Apple stock can 'blow through' records on real iPhone data out of China

New Counterpoint data is the second positive iPhone report this week after a recent slew of mixed Wall Street analysts' commentary.

18/10 Cramer says Netflix can rise 30% from Friday's new highs to $1,000 — here's why

"Netflix is so far ahead of everybody else," Jim Cramer said Friday on "Squawk on the Street."

17/10 The manufacturer of Nvidia, AMD chips soothes concerns that rocked the industry Tuesday

Shares of Nvidia, Broadcom and AMD all were higher in Thursday's session.

15/10 Apple hits an all-time high as new smartphone data sides with the bulls in a sea of negativity

Shipments of iPhones rose 3.5% year over year in the third quarter, according to IDC.

14/10 Evercore analyst says buy Apple on ability to beat low bar. We see no rush

Shares of the iPhone maker advanced 1.25% after Evercore ISI added Apple to its tactical outperform list.

14/10 Analysts cheer Wells Fargo to 2018 highs after earnings. We have 1 qualm with the praise

We're not surprised that Wells Fargo's getting the recognition it deserves.

14/10 Jim Cramer says Nvidia-led chip rally continues as bull market enters third year

Shares of the leading maker of AI chips soared more than 1,000% over the past two years.

11/10 An analyst is getting cautious on Meta ahead of earnings. The reason is not a surprise

Shares of the social media giant are hovering near record highs.

11/10 We're adding a new Bullpen stock, and it's a financial Cramer has had his eye on

BlackRock shares surged to a record high Friday after the asset manager posted third quarter earnings that crushed analysts' expectations yet again.

10/10 Big backer of Nvidia heaps on praise after the recent stock rally. Where we stand now

Morgan Stanley continues to see a bright path ahead for Nvidia after meeting with CEO Jensen Huang and other execs.

10/10 Wall Street analysts downgrade Honeywell. We think they're making a mistake

JPMorgan cut the industrial name's rating to neutral from buy, citing concerns that its forthcoming materials spin-off appears dilutive.

09/10 Jim Cramer says Google would be 'a shell of its former self' if DOJ forces a breakup

The Department of Justice provided a high-level look at remedy proposals in the Google search-monopoly case.

08/10 We're upgrading Honeywell after a long-awaited move. Jim Cramer says investors should act

The U.S. industrial firm unveiled plans Tuesday to spin off its advanced materials division.

07/10 Wall Street is getting tired of Corona brewer Constellation, but Jim Cramer says to hold on

4 reasons why we're not fretting the downgrade of Corona brewer Constellation Brands

07/10 The problem — and opportunity — with Wall Street downgrades of Apple and Amazon

Neither report calls into question underlying fundamentals of these businesses or the idea that they will both only get better over time.

07/10 Bad call from Wall Street analysts on DuPont stock may be good news for investors

DuPont shares dropped Monday after Barclays downgraded the materials giant to a sell-equivalent rating and trimmed its price target.

05/10 An analyst upgraded Morgan Stanley to a buy. Why we're not ready to follow suit

Shares jumped on Friday after positive Wall Street research and better-than-expected economic data.

04/10 Jim Cramer says strong jobs report suggests no imminent recession — and that's good for stocks

The U.S. economy may not have a landing at all, CNBC's Jim Cramer said Friday.

02/10 No need to sell this AI data center play ahead of earnings — and updates on 3 more industrial stocks

Deutsche Bank listed Dover as a short-term sell idea, cautioning investors of underwhelming quarterly results later that may pressure shares later this month.

02/10 What a resurgence in Wall Street dealmaking means for Morgan Stanley and Wells Fargo

Recent data indicates a solid pickup in M&A deals and IPOs compared to 2023.

01/10 How major retailers Amazon, Best Buy, Costco, Home Depot prepared for the port strike

For now, we're satisfied that our retailers have taken adequate precautions, said Jeff Marks, the Club's director of portfolio analysis.

30/09 GE Healthcare has been an under-the-radar winner — and a new catalyst just arrived

GE Healthcare's quiet outperformance is becoming harder to tune out.

27/09 Move aside, AI: None of our top 5 stocks in the third quarter are in tech

Beneficiaries of the Fed's rate-cutting cycle dominate the list of top-performing Club stocks in the third quarter.

26/09 How we're thinking about 7 portfolio stocks with ties to OpenAI after its latest shakeup

Less than a year after CEO Sam Altman's brief ouster rattled OpenAI, the board is mulling a for-profit structure, and three high-profile employees are leaving.

25/09 Salesforce may finally have found its AI footing. What it means beyond the initial hype

The enterprise software stock has been a strong performer in the days following its Dreamforce conference.

23/09 Microsoft’s first-mover advantage in AI is fading. Why we’re OK with that

D.A. Davidson said Amazon, Meta, and Apple are eating away at Microsoft's once sizable lead in the heated artificial intelligence arms race.

23/09 How a U.S. crackdown on cheap Chinese imports could help Amazon but challenge Meta

The White House wants to close a trade loophole exploited by Chinese discount retailers.

21/09 From frustration to excitement: The long, winding road of Alphabet's self-driving Waymo unit

After years of heavy investment and losses, Alphabet's big bet on autonomous driving is starting to pay off.

19/09 Why investors should dismiss Wall Street concerns about demand for Apple's new iPhone 16

There has been a debate on whether orders for the company's flagship device are off to a slow start.

18/09 Here's what Morgan Stanley, Wells Fargo stand to gain from lower interest rates

Banks are hoping for a more normalized bond market yield curve, with a wider spread between the short end and the long end.

18/09 Cramer says these 4 stocks are 'very clear winners' of the AI data center buildout

BlackRock and Microsoft have partnered to help raise up to $100 billion to invest in AI infrastructure.

18/09 Rate cuts are good for dividend stocks. Here's where we stand on our 5 biggest payers

The Federal Reserve's impending interest rate cut will make dividend payouts look relatively more attractive.

16/09 Amazon is selling a ton of toilet paper and everyday items. Here’s why that’s a problem for investors

People are ordering more everyday items like paper towels on Amazon. That is hitting its top and bottom lines.

16/09 Jim Cramer: 'Don't freak out' about Fed rate-cut size, focus on stocks that benefit

"We're missing the forest from the trees," Cramer said Monday.

13/09 How investors should play Wells Fargo stock after newly announced regulatory action

Wells Fargo was among the worst performers in the S&P 500 on Thursday after a top banking regulator said it had issued an enforcement action against the firm.

13/09 Jim Cramer says Nvidia gets a do-over on Wall Street — and another big move looms

"If you're not long these stocks, I think you might miss another move coming," CNBC's Jim Cramer said Friday.

12/09 These 5 portfolio stocks crushed the volatile market since our August Monthly Meeting

Investor concerns around the AI boom, coupled with the market's sensitivity to the Fed's next policy move, have caused Wall Street to seesaw in recent weeks.

10/09 Apple relies on carriers to drive iPhone sales. What to expect this upgrade cycle

AT&T, Verizon and T-Mobile each announced their iPhone carrier deals on Monday. These promotions can boost sales for the tech giant.

07/09 3 ways Wall Street's largest banks are leveraging AI to increase profitability

Top finance leaders are becoming convinced that the tech will transform their businesses.

06/09 Jim Cramer recommends buying Costco stock as a port in September's market storm

CNBC's Jim Cramer's confidence in Costco was bolstered by the retailer's strong August sales report.

06/09 Soft jobs numbers do not jeopardize runway for economic soft landing, Jim Cramer says

Friday's data indicates a slowing labor market, not a doomsday scenario.

05/09 Jim Cramer: 'I should get out of Alphabet' — but here is what's keeping me around

Jim Cramer said Thursday he's not given up hope in Alphabet yet despite its ongoing regulatory woes and lagging stock performance.

04/09 Cramer names the No. 1 underappreciated megacap to buy in the recent tech stock sell-off

Microsoft's gen AI prospects are impressive, but the stock has more to offer investors than just the new tech.

04/09 Jim Cramer says 'don't be a hero' on Nvidia, downplays AI spending concerns and DOJ probe

"I've been saying ever since the quarter, you've got it let it come down," CNBC's Jim Cramer said Wednesday.

03/09 TJ Maxx's owner is bringing its secret sauce to new parts of the world — with a twist

TJX Companies announced a pair of international endeavors this summer, with hopes its "secret sauce" can sweeten the investments.

03/09 Jim Cramer says Intel is still a stock to avoid — plus, his takes on 4 more names

CNBC's Jim Cramer offered his quick thoughts on five stocks outside the Investing Club portfolio.

29/08 Move over, sales growth: There's a new metric Nvidia investors are worrying about

It's one factor weighing down shares of the leading AI chipmaker Thursday.

29/08 Jim Cramer thinks CrowdStrike has bottomed and offers views on 4 other stocks

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

29/08 Jim Cramer says Dollar General has Walmart to blame for ugly earnings

Shares of Dollar General plummeted 25% Thursday following the release of its earnings.

28/08 3 ways Apple can impress Wall Street at its upcoming AI iPhone event

Shares of Apple have regained their footing ahead of next month's iPhone launch event.

28/08 Jim Cramer sees more gains ahead for Chewy — but says don't chase this retail stock

CNBC's Jim Cramer on Wednesday analyzed the latest batch of earnings reports outside the Investing Club portfolio.

27/08 Jim Cramer expresses regret over BlackRock and gives his views on 3 other stocks

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

26/08 How nervous are investors about Nvidia's earnings? Cramer says these 2 stocks tell the story

Even companies that do business with the leading AI chipmaker are getting dinged.

26/08 Jim Cramer: Starbucks' stock will shoot higher under incoming CEO Brian Niccol

The former Chipotle CEO will fix a huge problem for the coffee chain: long lines and wait times.

26/08 Jim Cramer says Temu parent plunge is why he doesn't like China stocks

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

24/08 2 reasons why Disney's stock is worth buying despite a theme-park slowdown

Vacationers increasingly skipping trips to Disney's theme parks is all the more reason to push ahead with a massive long-term plan to improve its attractions.

22/08 Jim Cramer says market-share gains are fueling this cyber name's rally — plus, 3 more stock takes

CNBC's Jim Cramer on Thursday offered his rapid-fire thoughts on four stocks outside the Investing Club portfolio.

21/08 Jim Cramer says Toll Brothers can benefit from shortage of $1 million new homes

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

20/08 Palo Alto Networks extends recent stock rally on solid earnings. It may be too much, too fast

The roughly 27% rally since Aug. 5 brings the stock just a few dollars shy of its record-high close of nearly $377 on Feb. 9.

20/08 Eli Lilly CEO says people on GLP-1 weight loss drugs eat 800 calories less per day

Grocery stores and fast-food chains haven't felt a major impact from GLP-1s yet because not enough people are on them, says Eli Lilly CEO Dave Ricks.

20/08 Jim Cramer says a double developer stock upgrade signals city real estate back

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

19/08 AMD spends nearly $5 billion to get more AI talent in its race to catch Nvidia

Investors seem upbeat on the acquisition. Shares of the chipmaker are up nearly 4% on Monday. 

19/08 Jim Cramer questions an up-and-coming coffee chain's strategy and looks at 2 more stock movers

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

16/08 Palo Alto Networks bet big on bundling. Investors want more proof that it's working

Shares of Palo Alto Networks have been on a tear ahead of Monday's earnings report.

16/08 These 3 retail stocks are set up to win this back-to-school shopping season

Wall Street expects lackluster spending heading into this new school year — an environment that plays to the strengths of some retailers.

15/08 Jim Cramer says Nucor can be bought here. But he'd trim this software stock

CNBC's Jim Cramer on Thursday analyzed five stocks outside the Investing Club portfolio, including Cisco Systems after its strong quarterly earnings report.

15/08 Starbucks and new CEO Brian Niccol, a perfect match? Why we're holding the stock to find out

Niccol, who is coming from Chipotle, is up to the task of tackling the unique issues that have plagued Starbucks and stock.

13/08 Cramer says the time to buy Home Depot is before a Fed rate cut — plus, takes on 4 more stocks

CNBC's Jim Cramer on Tuesday offered his takes on five stocks outside the Investing Club portfolio, including Home Deport after its earnings report.

13/08 Jim Cramer says incoming Starbucks CEO has everything the ousted boss lacked

Club holding Starbucks on Tuesday announced a home-run hire to lead the coffee giant out of its recent slump.

12/08 Starbucks shares get a lift on one-two punch of activist moves. More upside should be ahead

Starboard has reportedly built a stake in Starbucks, while fellow activist firm Elliott Management is in talks over a board seat.

12/08 Jim Cramer prefers Mondelez over this food peer — plus, his take on 4 more stocks

Jim Cramer on Monday offered his thoughts on KeyCorp, Robinhood, Prologis, Qualcomm and General Mills.

09/08 DuPont's AI ties drew us in, but its water unit may be the sleeper hit

DuPont is wisely break itself into three separate companies. That's helping its water business get the attention it deserves.

06/08 What Google’s antitrust defeat means for the search giant and its partner Apple

Analysts said both Google and Apple are losers from the decision, but Jim Cramer isn't so sure.

06/08 Jim Cramer touts Caterpillar's quarter — plus, his thoughts on 4 more stocks

CNBC's Jim Cramer highlighted five stocks outside the Investing Club portfolio on Tuesday.

02/08 Jim Cramer makes stock calls on surging DoorDash, tanking Intel, and 2 others

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

01/08 Jim Cramer looks at Arm's disaster, Shake Shack's triumph, and 3 other stock movers

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

31/07 Jim Cramer praises Boeing's new CEO as a 'hands-on operator' who will be good for the stock

Jim Cramer's daily rapid fire looks at Boeing and four other stocks in the news outside the CNBC Investing Club portfolio.

30/07 Jim Cramer: Merck is a buy after the drugmaker's post-earnings dip — here's why

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.

30/07 A big cloud hangs over Big Tech earnings: Is all this AI spending worth it?

Investors will be scrutinizing the AI spending levels of tech titans like Microsoft when they report earnings this week.

29/07 Why Jim Cramer expects 3M to remain a 'big winner' — plus, his thoughts on 4 more stocks

CNBC's Jim Cramer on Monday reacted to recent earnings from the likes of 3M, McDonald's and Colgate-Palmolive.

29/07 Jim Cramer calls the bottom in CrowdStrike stock after global IT outage fallout

The cybersecurity stock's steep losses were not an overreaction, CNBC's Jim Cramer said. However, he predicted the worst is now behind the stock.

26/07 Search competition fears hit Alphabet stock yet again. We see no reason to join the sellers

OpenAI's new search engine is the latest threat to Alphabet's dominance in the market.

24/07 The biggest winner from Tesla and Alphabet earnings? Jim Cramer says it's Nvidia

Shares of Nvidia were sliding again Wednesday. But the leading AI chipmaker's business remains alive and well.

24/07 Jim Cramer says Elon Musk's post-earnings 'manifesto' signals a chance to buy Tesla plunge

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio.