CIO calls a new phase in the market, says a ‘healthy’ rotation has begun

CIO calls a new phase in the market, says a ‘healthy’ rotation has begun

Traders work on the floor of the New York Stock Exchange.  NYSE Stock markets have entered a new phase that will involve a broadening of last year’s bull market as big U.S. tech stocks come under pressure, according to the CIO of a Swiss private bank. Charles-Henry Monchau, chief investment officer at Bank Syz, told … Read more

Nvidia RTX 4060 Super, RTX 4070 Ti Super, RTX 4080 Super announced

Nvidia RTX 4060 Super, RTX 4070 Ti Super, RTX 4080 Super announced

Founder and CEO of Nvidia Jensen Huang speaks during The New York Times annual DealBook Summit in New York City on Nov. 29, 2023. Michael M. Santiago | Getty Images Nvidia found itself at the center of the artificial intelligence boom last year as its expensive server graphics processors, including the H100, became essential for … Read more

Fed-induced rally is unsustainable, especially for 5 sectors

Fed-induced rally is unsustainable, especially for 5 sectors

It’s not being talked about enough. This market move off the November lows and the Fed pivot — signaling an end to the central bank’s rate-hiking cycle — is one of the most astonishing and satisfying I have seen in 43 years of investing. In nine weeks, we blew through price targets on so many … Read more

What to do when own-don’t-trade Apple, Nvidia grow into huge positions

What to do when own-don’t-trade Apple, Nvidia grow into huge positions

Here’s our Club Mailbag email [email protected] — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: Hi, I have 18 stocks. My top … Read more

Follow CEOs at the JPMorgan Healthcare Conference

Follow CEOs at the JPMorgan Healthcare Conference

CNBC’s Jim Cramer on Friday told investors what to watch for on Wall Street next week, highlighting JPMorgan‘s market-moving health-care conference in San Francisco. Taking place from Monday to Thursday, the conference is one of the year’s largest gatherings of major industry CEOs where they reveal earnings guidance and updates on clinical trial research. “The … Read more

Meta was our second-best performer last year. What is in store for 2024?

Meta was our second-best performer last year. What is in store for 2024?

Meta Platforms ‘ savvy use of artificial intelligence and untapped potential in business messaging are reasons why we see more upside ahead for the stock in 2024. Meta reached a 52-week high of $361.90 per share on the second to last trading day of 2023. The stock nearly tripled last year and was the second-best … Read more

Cramer sees big PC refresh cycle coming. MSFT, AAPL, NVDA can benefit

Cramer sees big PC refresh cycle coming. MSFT, AAPL, NVDA can benefit

The rebound emerging in the personal computer market is getting a major boost thanks to artificial intelligence and Microsoft ‘s biggest keyboard change in decades. Microsoft announced Thursday that upcoming Windows PCs will soon have a designated key for its AI virtual assistant Copilot . This is one of the most prominent updates to the … Read more

Shares of Apple suppliers fall after Barclays downgrades iPhone maker

Shares of Apple suppliers fall after Barclays downgrades iPhone maker

CUPERTINO, CALIFORNIA – SEPTEMBER 12: The new iPhone 15 Pro is displayed during an Apple event at the Steve Jobs Theater at Apple Park on September 12, 2023 in Cupertino, California. Apple revealed its lineup of the latest iPhone 15 versions as well as other product upgrades during the event. (Photo by Justin Sullivan/Getty Images) … Read more

These are the 11 stocks in our portfolio that Wall Street likes best

These are the 11 stocks in our portfolio that Wall Street likes best

The list of most-loved Club stocks on Wall Street entering the new year resembles the list of 2023 winners, except for two stocks: Constellation Brands and Disney . The Mexican beer importer and media-and-entertainment giant are among the 11 Club holdings with buy-equivalent ratings from at least 75% of the analysts who cover them, according … Read more

Why own Apple stock when there are no near-term catalysts? Here are 3 key reasons

What to do when own-don’t-trade Apple, Nvidia grow into huge positions

Here’s our Club Mailbag email [email protected] — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: I joined the Club this summer … Read more