Latest in Meta's stock drop tells the wrong story on earnings — so, we're boosting our price target
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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.Business - CNBC - October 31 -
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.Business - CNBC - October 31 -
Stanley Black & Decker updates targets, plus Nvidia and Palo Alto earnings on deck
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - Yesterday -
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.Business - CNBC - Yesterday -
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.Business - CNBC - October 30 -
Apple, Meta and Amazon must show the stock market that AI spending is paying off
Big-tech bellwethers facing scrutiny on whether they are meeting competitive challenges.Business - MarketWatch - October 30 -
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.Business - CNBC - 8 hours ago -
Target's recent trade imports data tells the real story behind massive earnings miss
Target's CEO and COO cited the recent ports strike as a factor in the retailer's big earnings miss, but shipping data shows the problems run much deeper.Business - CNBC - 7 hours ago -
We're locking in a 52% gain in this hot industrial stock and changing our rating
The industrial stock will need to beat a high bar for the stock to rally after it reports earnings Thursday.Business - CNBC - October 29 -
We're trimming our position in an industrial stock with an uncertain growth outlook
The sale will decrease the stock's weighting in our portfolio to roughly 2.5% from 3.05%Business - CNBC - November 5 -
We're following one of our core investing rules by selling this industrial stock
As we've talked about the past few days, we want to capitalize on the recent market strength to lighten up on stocks we deem lesser quality.Business - CNBC - November 8 -
We're adding to our position in this stock that deserves more love from the market
The purchase will increase the stock's weighting to about 2% from 1.66%.Business - CNBC - November 12 -
Krispy Kreme’s stock drops on earnings miss
Doughnut maker warns its full-year 2024 profit is expected to fall short of analyst estimates but its effort to sell its products at McDonald’s is off to a successful start.Business - MarketWatch - November 7 -
PayPal beat big on a profit metric, but here’s why its stock is falling
PayPal’s fourth-quarter revenue view came in below expectations. The company said it’s focusing on “profitable growth.”Business - MarketWatch - October 29 -
Why Nvidia Stock Dropped Even Though It Crushed Earnings
Wall Street’s expectations were so high that even a $35.1 billion quarter couldn’t satisfy them.Business - Inc. - 7 hours ago -
We're overhauling our Bullpen watchlist — 3 stocks are gone, the rest stick around
Jim Cramer ran through the 10 stocks in the CNBC Investing Club's Bullpen during the November Monthly Meeting.Business - CNBC - 6 days ago -
We're trimming a bank stock on tear since earnings, booking nearly a 100% profit
This sale does not reflect any change in our long-standing positive view on the bank and the job the CEO is doing.Business - CNBC - October 25 -
We're buying this stock for the second time this week, taking advantage post-earnings selling
The roughly 10% decline in shares since earnings is too excessive.Business - CNBC - October 31 -
Tech is the star Friday, and why we'd be buyers of the dip on CrowdStrike
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - October 25 -
Target Stock Plunges After Weak Earnings Report Ahead of Holiday Season
The retailer’s downbeat earnings report, which included lower profit and larger inventory, fell far short of Wall Street’s expectations.Business - The New York Times - Yesterday -
'It's not like we're getting our ass kicked:' Washington drops USC to 4-5 in yet another one-score loss for the Trojans
All five of USC's losses in 2024 have come by a single possession.Sports - Yahoo Sports - November 3 -
Why We Got It So Wrong
It turns out a lot of people don’t behave like ambassadors from this or that group. They think for themselves in unexpected ways.Top stories - The New York Times - 6 days ago -
Meta misses on user growth, warns of 2025 jump in AI spending
Meta reported weaker-than-expected user numbers and warned of a significant acceleration in its infrastructure expenses in 2025 in its third-quarter earnings.Business - CNBC - October 30 -
Oil prices drop over 6% after Israeli airstrikes spare Iran’s oil facilities
Oil futures fell sharply Monday, with U.S. and global benchmark crude posting the largest one-day percentage decline in over two years after widely anticipated Israeli airstrikes against Iran did ...Business - MarketWatch - October 28 -
Kraft Heinz’s stock drops as sales volumes fall again, more than prices rise
Kraft Heinz misses sales expectations again, as volumes keep falling, and the stock heads for a three-month low.Business - MarketWatch - October 30 -
Amazon launches fixed pricing for treatment of conditions such as hair loss. Hims & Hers stock drops 24%
Amazon announced Prime members can access new upfront pricing for treatment of five common conditions such as erectile disfunction and men's hair loss.Business - CNBC - November 14 -
11 surprising things from this earnings season, including my favorite stock so far
Take notes and tuck them away until the election is confirmed. They should all hold up.Business - CNBC - November 4 -
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.Business - CNBC - November 4 -
Jim Cramer wants to buy more shares of 2 portfolio companies with favorable catalysts
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 28 -
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.Business - CNBC - 2 days ago -
Rocket Lab stock climbs more than 6% after KeyBanc raises price target
Shares of Rocket Lab USA Inc. are up 6.1% Thursday after KeyBanc Capital Markets raised its price target for the space-launch company.Business - MarketWatch - October 24 -
Target CEO says ‘consumers continue to spend cautiously’ amid triple-miss earnings report
Target’s stock is set to suffer worst day in more than two years after profit, revenue, comparable sales and outlook all came in below expectations.Business - MarketWatch - Yesterday -
Larry Fink is so wrong about 2024
Donald Trump has radically market-relevant plans in his sightsBusiness - Financial Times - October 25 -
How Kamala Harris and the media got it so wrong
Indeed, the best way to sum up the election is to suggest that unless there is a fundamental change in the Democratic Party and the media, there could continue to be erosions of interest in not ...Politics - The Hill - November 11