Latest in Ulta’s stock slump after disappointing earnings is a buying opportunity, analysts say
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Apple analyst Kuo says company cut iPhone 16 orders by 10 million units
Apple shares slid Wednesday after industry supply chain analyst Ming-Chi Kuo said the company has cut orders for the iPhone 16 by about 10 million units.Business - CNBC - October 23 -
Tim Cook is likely visiting China to bolster support for Apple Intelligence, analysts say
The CEO met with China's Minister of Industry and Information Technology as well as the heads of some local companies, including China Mobile and Weibo.Business - CNBC - October 24 -
South and North Korea troops potentially entering Ukraine war unlikely to stoke regional conflict, analysts say
The U.S. has confirmed that North Korean troops have been sent to Russia, with Ukraine President Zelenskyy pegging the North Korean troop count at 12,000.Business - CNBC - October 25 -
Three ways to play the bond market as the Fed lowers interest rates, this analyst says
Falling interest rates will steepen the yield curve and make these credit ETFs attractiveBusiness - MarketWatch - October 25 -
Treasury market under Trump at risk from inflation, not larger fiscal deficit, says analyst
The danger to the Treasury market from a second Donald Trump presidency comes not from a sharp increase in bond issuance but revived price pressuresBusiness - MarketWatch - October 25 -
Japan's central bank to remain undeterred on rate hikes despite LDP's electoral shock, analysts say
Roughly 86% of economists polled by Reuters expect the central bank to leave its rates unchanged when it announces its decision Thursday.Business - CNBC - October 28 -
Chinese IPOs in the U.S. and Hong Kong are set to increase next year, analysts say
A few high-profile Chinese listings outside the mainland are adding to expectations for a pickup in initial public offerings next year.Business - CNBC - October 28 -
Trump 2.0 would need 53 GOP senators for a ‘truly reliable’ majority, analyst says
If Republican nominee Donald Trump is elected president, he would need 53 GOP senators to have a “truly reliable” Senate majority, reckons one analyst. With a Kamala Harris presidency, certain GOP ...Business - MarketWatch - October 31 -
Starbucks’ new CEO has diagnosed its problems. Analysts say the solutions could get expensive.
Starbucks CEO Brian Niccol has laid out a bold turnaround plan for the coffee chain, with plans to tighten up service and redesign stores. But analysts are proceeding with caution.Business - MarketWatch - November 1 -
Dollar Tree’s CEO steps down. An analyst says the move comes at a ‘difficult time.’
Dollar Tree Inc. on Monday said that Rick Dreiling has stepped down as chief executive of the discount retailer due to health reasons.Business - MarketWatch - 5 days ago -
As China approaches WTO, analysts say Beijing-EU tariff spat unlikely to go 'too far'
China's commerce ministry said Monday that it had filed an additional appeal with the WTO over the EU's tariffs on its EVs, as bilateral talks have yet to lead to a breakthrough.Business - CNBC - 4 days ago -
Harris showed minimal losses among Black men, but analysts say she should have won more
The national exit poll shows 78% of Black men selected Harris in Tuesday’s presidential election, down 2% points from the last election.Top stories - NBC News - 2 days ago -
Netflix third-quarter subscribers barely beat estimates as ad-tier members jump 35%
Netflix's ad-tier memberships jumped 35%. The company is on track to launch the service in Canada in the coming quarter and more broadly in 2025.Business - CNBC - October 17 -
Alphabet shares rise on earnings beats boosted by cloud revenue
Google parent Alphabet reported third-quarter earnings that beat on top and bottom lines.Business - CNBC - October 30 -
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 -
Amazon shares pop on earnings beat, cloud growth
The company's cloud and advertising units showed strong growth.Business - CNBC - October 31 -
After Intel’s messy earnings report, this much is clear
Intel CEO Pat Gelsinger seems to have the board’s backing for his plan to run Intel’s foundry and design businesses combined, analyst says, despite reports of potential merger interest or a split.Business - MarketWatch - November 1 -
Amazon shares jump 6% after earnings beat
Amazon's latest upbeat results were driven by growth in cloud and digital advertising.Business - CNBC - November 1 -
UniCredit Raises 2024 Outlook After Earnings Rise
UniCredit lifted its earnings guidance for the year after reporting a net profit increase that exceeded expectations.Business - The Wall Street Journal - 3 days ago -
U.S. stocks staged an epic rally after Trump won the election. What history says could happen before year-end.
Historically, stocks have tended to rise in the postelection period — and market analysts say they still have the potential to keep climbing through the rest of the year.Business - MarketWatch - 2 days ago -
Prince Harry and Meghan Markle buy a home in Portugal, reports say
The couple, who quit their roles as working members of the British royal family, already own an expansive $14.65 million mansion in Montecito, Calif.Business - MarketWatch - October 21 -
Investors should buy dividend futures, Goldman Sachs says
Goldman Sachs said dividend rates currently priced into the market are well below the rates expected by analysts.Business - MarketWatch - October 21 -
We still have this lagging chipmaker on our buy list as the stock market pushes to more new highs
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - October 14 -
ETFs that buy Chinese stocks struggle lately amid ‘lost faith’ in China stimulus
Chinese stocks are under pressure lately, with declines this month eroding gains from the massive rally sparked by China’s stimulus announcement in September.Business - MarketWatch - October 16 -
We're buying more shares on the dip in this Fed rate-cut stock tied to housing
Some of this decline is probably due to profit-taking since the stock has gone straight up since Sept. 6.Business - CNBC - October 22 -
We're making a flurry of trades: Buying 2 beaten-up stocks, taking profits in another
We're using proceeds from the sale to help fund our purchases of two other Club stocks.Business - CNBC - October 29 -
Jim Cramer identifies an interesting buy level for our worst performing Big Tech stock this year
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 31