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Articles by Kevin Stankiewicz
Here are the 4 big things we're watching in the stock market in the week ahead Original
The labor market, inflation, a weight loss drug update, and earnings from a central figure in the AI trade will take center stage in the week ahead. The fresh jobs and inflation data will arrive as Wall Street debates whether the Federal Reserve's first interest rate hike in three years will be the start of a prolonged tightening cycle, or something shorter-lived.
Microsoft gives Copilot a much-needed overhaul, and the stock deservedly soars
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were higher Friday and headed for a winning week . The strength in the S & P 500 and Nasdaq came despite soaring bond yields. The 10-year Treasury yield briefly reached 5.23% on Friday, a level not seen since mid-June 2007.
Top 10 things to watch in the stock market Friday
Our top 10 things to watch Friday, Sept. 25 — Club editors Matthew J. Belvedere and Kevin Stankiewicz wrote today's newsletter. 1. Stocks are heading for a higher open, with the S & P 500 and Nasdaq poised to post winning weeks. Oil prices are down this morning, but bond yields are still up. The recent surge in the 10-year Treasury yield has kicked up the rate on 30-year mortgages to 7.45%, the highest level since 2024. 2.
Our top 10 things to watch in the stock market Thursday
Our top 10 things to watch Thursday, Sept. 24 — Today's newsletter was written by Club editors Matthew J. Belvedere and Kevin Stankiewicz 1. The oil and bond markets are in control again, putting pressure on stock futures this morning. Brent crude is up 2% to $105 a barrel, and the 30-year Treasury yield reached its highest level since 2004 , at 5.446%. Nasdaq futures are seeing the worst of the selling, down about 1%. Stocks fell yesterday as bond yields spiked. 2.
History rhymes for Meta, and our plan for Micron ahead of earnings
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. The Nasdaq Composite is down about 8% on Wednesday morning, following back-to-back record high closes for the tech-heavy index. The S & P 500 and Dow Jones Industrial Average are also in the red, as stocks contend with the familiar foes of rising oil prices and bond yields. After five down days in a row, oil prices are climbing Wednesday.
Intel surges 12% as CPU stocks rally. Here's what's driving the move
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are in rally mode to begin the new trading week, as oil prices tumble. The tech-heavy Nasdaq Composite is up about 2%, led by huge gains in some AI stocks, while the S & P 500 is up 1.3%. The only negative sector in the S & P 500 is energy — and that's hardly a surprise, given the steep drop in oil prices.
Our top 10 things to watch in the stock market Monday
The Club's 10 things to watch Monday, Sept. 21 — Today's newsletter was written by Club editors Kevin Stankiewicz and Matthew J. Belvedere. 1. We're headed for a sharply higher open this morning on Wall Street. Dow futures are jumping over 400 points, while Nasdaq 100 and S & P futures are up 1% and 0.7%, respectively. The Dow is riding a three-week losing skid. The Nasdaq and S & P were basically flat last week . Stocks are getting some help this morning from oil and bonds.
Intel and Micron lead our portfolio higher, and J&J strengthens our case for owning it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Wall Street remains in post-Fed rally mode on Thursday afternoon, despite oil prices moving off their lows of the session. Stocks were also getting help from the 10-year Treasury yield, which is down about 6 basis points to 4.95% — falling below the key psychological level of 5%.
Fed delivers its first hike in 3 years. Plus, what's moving Starbucks and GE Vernova
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 fell after the Federal Reserve raised interest rates by 25 basis points , the first hike in overnight borrowing costs in more than three years. The decision was unanimous.
Wells Fargo sees improvement in a key metric — plus, Lilly gets praise beyond GLP-1s
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks struggled as oil prices and bond yields powered higher. West Texas Intermediate crude , the U.S. benchmark, jumped roughly 5% on Tuesday to $106 per barrel due to continued uncertainty out of the Middle East.
Cramer says these 2 stocks are big winners from OpenAI's new model release
OpenAI's new Astra model is generating a ton of buzz and shining a bullish light on two of the Club's chipmakers, according to Jim Cramer . We're talking about Nvidia and Broadcom . Nvidia's chips made GPT-6 Astra possible, while the model's success instills confidence in OpenAI's ability to make good on its custom silicon partnership with Broadcom. "One of the things that I think is roiling the market, heavily, today is this new release of OpenAI," Jim said on Tuesday's Morning Meeting.
Here are the 3 big things we're watching in this holiday-shortened trading week
Goodbye, summer. With Labor Day marking the unofficial end of summer, traders and portfolio managers will return from vacations and be back at their desks in full force. Portfolios tend to see some house-cleaning adjustments. Trading volumes pick up. Midterm elections are also on the horizon this year, which can add volatility in the run-up to November.
Here are the 3 big things we're watching in the stock market in the week ahead Original
As one AI chipmaker leaves the earnings spotlight, another one enters this week. The evolving cybersecurity landscape and the labor market will also be in focus. Here's an in-depth look at three big things we're watching this week. 1. Earnings: Broadcom and Palo Alto Networks are the two Club names on the earnings docket. Both companies will deliver results on the heels of rivals that raised the bar, with Nvidia preceding Broadcom and CrowdStrike as the appetizer for Palo Alto.
What we learned from Warsh's Jackson Hole speech, and GE Vernova's CFO to retire
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The stock market is failing to hold onto its morning gains, as Wall Street digests Federal Reserve Chairman Kevin Warsh's speech at the annual Jackson Hole symposium. The S & P 500 is down about 0.25%, while the tech-heavy Nasdaq is off about 0.4%. The Dow industrials are basically flat.
We're raising our price target on Salesforce after results defy 'SaaSpocalypse'
Salesforce came through in the clutch. The enterprise software giant on Wednesday delivered better-than-expected results for its fiscal second quarter and issued guidance for the current period that makes good on the company's pledge to reaccelerate into the end of the year. The one-two punch not only validates the once-struggling stock's recent resurgence.
Here are the 2 big things we're watching in the stock market this week Original
It's Nvidia earnings week, which means investors will get their clearest read yet on the AI boom. Oh, and there's also the not-so-small matter of the Fed's influential confab at Jackson Hole and what it could signal about the future path of interest rates. Those are the biggest market-moving events of the week, but we'll also get earnings from fellow Club names CrowdStrike and Salesforce — two software companies with diverging futures in the eyes of many investors.
Where we stand on Broadcom after Marvell muscles in on its key customer Google
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are on pace to break a three-session losing streak. One of the big stories of the day is the Treasury Department's announcement that it will more than double the size of its buyback operation.
Retail giant Costco sets its sights on a new kind of product: Medicare Advantage
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are lower Tuesday, with the S & P 500 down more than 0.5% and the tech-heavy Nasdaq dropping more than 1%, putting both indexes on track for a third straight losing session. The pullback comes after the S & P 500 closed at a record high last Thursday. AI-related stocks are feeling the brunt of the pain.
Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy
On Thursday, Jim Cramer and portfolio director Jeff Marks held the CNBC Investing Club's August Monthly Meeting. They ran through each stock in the portfolio, with Jim putting special emphasis on his five favorite names to buy in this moment, as the artificial intelligence trade springs back to life. Jim also dedicated the start of the meeting to lessons learned from our recent exits of Nike and Honeywell Aerospace .
Here are the 2 big things we're watching in the stock market in the week ahead Original
Inflation data for July takes center stage in the week ahead, as second-quarter earnings season winds down. Another factor that could influence the market action: updates on the Iran war. Though Treasury Secretary Scott Bessent said early last week that a deal may be coming , that news never materialized. That's not to say a deal won't happen, but the market is likely going to need some further confirmation that progress is being made in order to sustain its Bessent-fueled optimism .
The unwind of Situational Awareness isn't the only reason the AI trade is back Original
It was a clearing event after all. It's been just over a week since the forced unwind of the high-flying Situational Awareness hedge fund, and the artificial intelligence trade is now standing on solid ground after a turbulent July battered the market's old leaders. The best part is that the hedge fund's reckoning last Thursday isn't the only reason for the sustained reversal of fortunes.
Here's why we're sticking with DuPont despite a noisy quarter
DuPont on Tuesday issued soft guidance for the second half of the year, overshadowing solid second-quarter results despite disruptions from the war in Iran. There's still plenty to like about the streamlined company, as it improves profitability and grows its exposure to healthcare and clean-water technology. Revenue rose 4% year over year to $1.82 billion, topping the $1.81 billion consensus, according to estimates compiled by LSEG.
Here are the 2 big things we're watching in the stock market in the week ahead
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here's a closer look at what to expect in the coming days. We'll start with the Club holdings set to report, before touching on the labor-market updates and their implications for Federal Reserve policy. 1. Earnings : The action kicks off Tuesday morning when we'll see results from Qnity Electronics and DuPont . Qnity was spun out from DuPont last fall.
Linde's post-earnings slide is a buying opportunity. Here's why
Shares of industrial gas giant Linde dropped Friday despite reporting better-than-expected profits and sales. Linde remains a quiet beneficiary of the artificial intelligence boom, but problems facing part of its healthcare business are drowning out those benefits in the final trading session of the week. Our faith in Linde is unshaken, so Friday's pullback looks more like a buying opportunity than a reason to head for the exits.
'This is a clearing event' — Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize the wobbly AI trade. Cramer's comments on CNBC came before the opening bell and shortly after his colleague David Faber's initial report that prime brokers for Situational Awareness — the buzzy AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner — were looking to find buyers for some of the firm's holdings.
We're raising our price target on Starbucks after a home-run quarter
Starbucks knocked it out of the park Wednesday night, turning in strong quarterly results and lifting its full-year guidance for several key metrics. Nearly two years into his tenure, CEO Brian Niccol has clearly revitalized the coffee chain, and he's not done yet. Revenue in the fiscal 2026 third quarter totaled $9.32 billion, topping the $9.16 billion consensus estimate, according to LSEG.
We're upgrading our rating on Boeing as CEO Ortberg's turnaround bears fruit
Boeing on Tuesday delivered encouraging second-quarter results, strengthening our conviction in CEO Kelly Ortberg's turnaround and the runway ahead for the stock. Revenue in the second quarter rose 8% from a year ago to $24.56 billion, topping the consensus of $24.25 billion, according to estimates compiled by LSEG. Adjusted earnings per share (EPS) was a loss of 76 cents, steeper than the 30-cent loss expected by analysts, LSEG data showed.
Here are the 3 big things we're watching in the stock market in the week ahead Original
Amazon , Meta Platforms , Microsoft and Apple headline the busiest week of this summer earnings season. Plus, the Federal Reserve holds its July policy meeting, which adds intrigue following rekindled Middle East tensions. 1. Earnings: We've got 10 Club names reporting this week, including the other three hyperscalers on the heels of Alphabet earnings last week. Without further ado, let's get into it. All quarterly revenue and earnings per share (EPS) estimates are from LSEG.
The 'sell chips, buy software' trade reappears as Wall Street caps off another volatile week
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The market is a mixed bag Friday as Wall Street wraps up another volatile week. The blue-chip Dow Jones Industrial Average added nearly 200 points, or 0.4%, while the S & P 500 was roughly flat. The tech-heavy Nasdaq is the laggard, falling about 0.5%, thanks to additional weakness in semiconductor stocks.
We're ready to move on from Dover after the industrial conglomerate's weak quarter
Shares of Dover Corporation are plummeting on Thursday after the industrial conglomerate delivered disappointing quarterly results. Their days in our portfolio are numbered. Revenue in the second quarter rose 6.8% on an annual basis to $2.19 billion, coming up short of the $2.21 billion consensus, according to LSEG. Adjusted earnings per share (EPS) in the three months ended in June totaled $2.74, topping expectations by a penny, LSEG data showed.
Here are the 6 big things we're watching in the stock market this week
Earnings season ramps up into full gear this week, with six portfolio holdings set to report quarterly results. Capital One Financial reports on Tuesday evening, followed by GE Vernova on Wednesday morning and Alphabet after Wednesday's close. Dover and Honeywell Technologies are out before Thursday's open, with Intel rounding things out for us on Thursday evening.
Here's a rapid-fire update on our stock portfolio, including the 5 names to buy
On Thursday, Jim Cramer and portfolio director Jeff Marks convened the CNBC Investing Club's July Monthly Meeting. They ran through each stock in the portfolio — calling out names to buy and places where we'd look to trim — before taking some questions from members. One of the big themes throughout the hourlong meeting: stocks that make parabolic moves must be trimmed. Emotion carries them higher to unsustainable levels, and emotion can be why they collapse without warning.
We're raising our price target on Goldman Sachs after a blowout quarter, upbeat outlook
Goldman Sachs reported a blowout quarter Tuesday, fueled by booming activity on Wall Street, sending shares to fresh all-time highs. The stellar results, coupled with CEO David Solomon's rosy outlook, reinforce our desire to own the investment banking giant in a moment tailor-made to its strengths. Revenue in the second quarter rose 39.5% year over year to $20.34 billion, crushing the consensus of $16.13 billion, according to LSEG.
Here are the 3 big things we're watching in the stock market this week
The common thread linking this week's biggest market events is the state of the U.S. economy. The biggest day is Tuesday, when the nation's largest banks — JPMorgan , Bank of America and Citigroup , along with Club names Wells Fargo and Goldman Sachs — mark the start of second-quarter earnings season.
How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple's stock has had a bumpy ride this year. But it's been a lot more pleasant lately — so much so that shares posted their first record close in over a month during Thursday's session. In doing so, Apple stands out among the rest of the "Magnificent Seven." The other six members of the group — Amazon , Alphabet , Microsoft , Nvidia , Meta , and Tesla — are all well below their all-time closing highs.
Impressive growth of Eli Lilly's obesity business is coming from all over the world
The United States remains the largest and most lucrative pharmaceutical market in the world. But at this stage of Eli Lilly's crucial obesity-drug business, the greenest pastures are currently overseas. Indianopolis-based Lilly's blistering GLP-1 growth internationally offers investors another reason to stick with a stock that's already advanced almost 170% in the past three years — easily outperforming both a basket of drug stocks and the broader market over that stretch.
Here are the 3 big things we're watching in the stock market this week
We're entering the quiet before the earnings storm. The Independence Day-shortened trading week is behind us. So is the June jobs report , and the long-awaited Honeywell Aerospace spin-off . Of course, something can always happen that surprises us and throws Wall Street for a loop. You might even argue we can count on that. But as far as the actual calendar is concerned, the first full week of July is light on both earnings and market-moving economic reports. The calm will not last.
Nvidia mostly sat out the chip sector's best quarter ever. What needs to change?
Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia — has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors. The Philadelphia Semiconductor Index , known as the SOX, has soared more than 80% in the second quarter, as demand for artificial intelligence computing strengthened and broadened.
Here are 3 big things we're watching in the stock market in the week ahead
Wall Street heads into another holiday-shortened week of trading after a rough few days for the AI trade . The health of the labor market will be a big focus for investors. Within our portfolio, there's a make-or-break earnings report that will determine whether we'll keep the stock around. The market will also grapple with a flare-up violence in the Middle East, despite the U.S. and Iran having agreed to a 60-day ceasefire while negotiating a more durable end to the four-month conflict.
Here are 3 big things to watch in the stock market this coming week Original
Club name FedEx will soon step into the earnings spotlight after a holiday-shortened week of trading brought good news on the Iran war and oil prices. Also on our radar in the week ahead is May inflation data — though caveats are needed, as we'll explain later — and earnings from memory chipmaker Micron , one of the most consequential companies in the artificial intelligence trade. 1.
Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy
The CNBC Investing Club on Wednesday convened for its June Monthly Meeting, during which Jim Cramer and Jeff Marks, director of portfolio analysis, dished out their latest thinking on all 35 portfolio stocks. Jim also named his favorite stock in the bunch (Intel) and explained what makes it such a compelling investment opportunity. Here's a recap of what they had to say. Tech & data center Jim began the portfolio breakdown by saying he believes a re-ordering of the "Magnificent Seven" is upon us.
Here are the 3 big things we're watching in the stock market in the week ahead
The SpaceX IPO is behind us. The earnings calendar is mostly quiet. Taking center stage is the state of play between the U.S. and Iran and the first Federal Reserve meeting with Chairman Kevin Warsh in charge. Here's a closer look at what we're watching in the holiday-shortened trading week ahead. 1. Iran war: Are we finally getting a peace deal to end the fighting and reopen the vital Strait of Hormuz? It's become hard to follow all the back-and-forth on negotiations between the U.S. and Iran.
Here are the 4 big things we're watching in the stock market in the week ahead Original
Earnings season isn't over just yet. Plus, there are plenty of other important updates coming our way this week, from influential tech conferences to jobs data and spin-off milestones. Let's dive into it all. 1. Earnings: Quarterly earnings are always a huge and exciting focus for us at the Club. While we're at the tail end of this earnings season, we've got three Club names set to report this week, and they are big ones. First, Palo Alto Networks delivers its results Tuesday after the close.
What the Blue Origin rocket explosion means for Amazon's satellite ambitions
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks lost a bit of steam in afternoon trading on Friday. The S & P 500 and the Nasdaq Composite are hovering near the flatline despite falling oil prices. It's a subtle session to cap off a strong May, with the S & P 500 up 5% and the Nasdaq adding over 8%, fueled by the remarkable rally in artificial intelligence stocks.
What the Blue Origin rocket explosion means for Amazon's satellite ambitions
New Glenn 15 hours ago Blue Origin’s New Glenn rocket exploded on the launch pad, destroying its only pad and threatening Amazon’s satellite deadline TNW - Alina Maria Stan • 15h Blue Origin’s New Glenn rocket exploded during a static fire test at Cape Canaveral Space Force Station on Thursday night, sending a fireball into the sky and destroying the vehicle along with critical launch pad infrastructure.
Red-hot Arm Holdings soars to another all-time high. What's fueling the move this time?
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 and Nasdaq powered higher on Thursday, with both indexes touching all-time highs during the session. Helping fuel the gains, Axios reported that the U.S. and Iran agreed to a memorandum of understanding to keep their ceasefire going and begin talks on Tehran's nuclear program.
Here’s our monthly update on all 33 portfolio stocks, including 4 to buy right now
The CNBC Investing Club on Wednesday held its May Monthly Meeting, featuring Jim Cramer and Jeff Marks, director of portfolio analysis, covering all 33 stocks in the portfolio. Jim offered his unvarnished takes on the stocks and spotlighted his four favorite names for new Club members to buy. Jeff also provided an in-depth look at the two newest positions and why we initiated positions.
Here are the 3 big things we're watching in the stock market in the week ahead Original
It may be a holiday-shortened week of trading on Wall Street. But the four days are filled with updates on some of the market's biggest debates: Is AI eating software? Is the American consumer OK? And what's happening with inflation? Let's get into it. 1. Earnings: Salesforce reports on Wednesday night. Unfortunately, the stock has not become any less of a battleground since its last earnings report in late February.
Here are the 3 big things we're watching in the stock market for the week ahead Original
Here we go again: Nvidia earnings week is upon us. The world's most valuable company and the leading maker of artificial intelligence chips will deliver first-quarter earnings on Wednesday night. Of course, it will drive a ton of the action on Wall Street this week. But it's certainly not the only thing on our radar. A pair of other Club holdings also reports. Plus, Google has a hotly anticipated developer conference, where we expect AI updates to be on display.
DuPont is ripping higher after an impressive beat and raise — here's our next move
DuPont delivered an impressive earnings beat on Tuesday by navigating disruptions from the war in Iran, sending shares of the maker of medical packaging, clean-water technology, and industrial products soaring. Challenges remain, but we're not selling into strength. Revenue in the three months ended in March rose 4% to $1.68 billion, topping the LSEG consensus of $1.67 billion. On an organic basis, sales grew 2% from the year-ago period.
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