Tag: Investment strategy
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Target earnings, Canada tariffs, American Airlines’ seatback screens and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Honeywell Aerospace is now too cheap to ignore, says Morgan Stanley
The investment bank upgraded the aerospace name to overweight from equal weight.
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Retail investors aren’t entirely giving up on AI trade, but they appear more cautious
Mom-and-Pop investors remain bullish on AI and tech, but some are adding downside protection.
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Cramer’s lightning round: ‘I’m going to say no’ to United Microelectronics
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
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Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence President and CEO Anirudh Devgan said AI is a growth driver, not a threat, as increasingly complex chips drive demand for the company’s design tools.
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Jim Cramer says the market is too negative — and that’s creating buying opportunities
CNBC’s Jim Cramer said widespread pessimism over rising rates, oil prices and inflation is pushing stocks lower and creating attractive buying opportunities.
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If AI is a bubble, could rising yields pop it?
Many stocks tied to the AI trade have soared on the promise of posting ultrahigh earnings years from now, but rising yields could throw water on that outlook.
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We upgraded Home Depot and raised our price target. It made the best of a terrible hand
Home Depot reported a very good quarter, executing well on things it can control.
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Income investors need to ‘wake up’ to the new market regime. Where to find solid yields now
With Kevin Warsh heading the Federal Reserve, investors have to accept the reality of a new market regime, said Luis Alvarado at Wells Fargo.
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Retail giant Costco sets its sights on a new kind of product: Medicare Advantage
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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