When we talk during the 9 a.m. ET hour of CNBC’s “Squawk on the Street,” the morning show I love so much, there’s never time to flesh things out. We hit topic after topic: bang, bang, bang. Occasionally, though, Carl Quintanilla will serve it up, I’ll lob it back, and …
The first trading week of President Donald Trump’s second term was positive for all three major averages, as investors cheered the incoming administration’s pro-business policies and corporate earnings largely came in stronger than expected. The S & P 500 and Nasdaq each rose about 1.7%, while the Dow climbed 2.2%. …
During the January Monthly Meeting on Thursday, I looked at catalysts in the year ahead for all 33 stocks in my Charitable Trust, the portfolio we use for the Club. These are specific long-term catalysts — say, six months to a year — that I expect to happen. If there …
Sometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go right for their stocks. That doesn’t mean ignoring risks and investing on autopilot. It does mean investors should remember the …
Here’s a rapid-fire update on all the stocks in Jim Cramer’s Charitable Trust, the portfolio we use for the CNBC Investing Club. During the November Monthly Meeting on Thursday, Jim looked at how Donald Trump’s return to the White House could impact each company — good, bad or not much …
The U.S. presidential election beckons and even though nearly 75 million people have already voted, according to NBC News , nothing seems to have leaked out. You would figure the hedge fund algorithms would have picked up something by now, but I haven’t seen any confirmed bets made either way. …
Wall Street extended its weekly winning streak to six in a row. Earnings drove the stock market higher — can they do it again in the week ahead? The S & P 500 and the Dow both closed Friday at new record highs and turned in their best weeks of …
It always turns out the same way: No matter what people might say, the beginning of an interest rate cycle always causes a change in command in the stock market. You must always change your mind, hold your nose, and buy what look to be some of the weakest names …
It’s time for some of my reflections on a week in San Francisco talking to dozens of executives and workers in tech. It was a grueling trip, but a necessary one, because we are at a pivotal time when it comes to the revolution of artificial intelligence and accelerated computing. …
It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on the back of a resilient consumer and increasing business confidence ahead of what most expect to be a lower interest …
