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Articles by Kevin Stankiewicz
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.
Here are the 3 big things we're watching in the stock market in the week ahead Original
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports that showed the artificial intelligence spending boom isn't slowing down. Even more earnings are on the way in the coming week. Plus, the jobs market will be under the microscope. The market's blistering rally in recent weeks has occurred despite continued disruptions to global energy supplies in the Middle East.
Cardinal Health's sell-off on earnings was an overreaction. We'd be buyers
We've taken a closer look at Cardinal Health's quarterly results and conference call following Thursday's sell-off. Our conclusion: The 4.9% decline was an overreaction, and we would be buyers on Friday morning if not restricted. Note: We're prevented from trading stocks that Jim Cramer mentions on CNBC TV for 72 hours. He mentioned Cardinal on Thursday, which is why we can't follow through with a purchase Friday. Of course, that doesn't prevent us from telling members what we would otherwise do.
Eli Lilly shares surge on a beat-and-raise, proving the stock's swoon was a mistake
Obesity drug giant Eli Lilly on Thursday reported a monster first quarter, fortifying our conviction to stick with the stock after a period of sluggishness. Revenue in the three months ended in March jumped 56% from a year ago to $19.8 billion, trouncing the LSEG consensus of $17.6 billion. Adjusted earnings per share totaled $8.55, more than doubling on an annual basis and crushing the $6.66 consensus, according to LSEG. LLY 1Y mountain Eli Lilly's stock performance over the past 12 months.
Microsoft delivers a promising quarter but can't shake the software fears
Microsoft on Wednesday reported better-than-expected quarterly results and issued a strong forecast for its all-important Azure cloud unit. But key debates hanging over the stock weren't put to bed, resulting in a muted reaction in extended trading.
Here are the 3 big things we're watching in the stock market in the week ahead
The busiest week of earnings season is here. But that's not all investors have on their plate. There's a Fed meeting, and a still-uneasy situation in the Middle east. Let's get right into it. All estimates for revenue and earnings per share are sourced from LSEG. 1. Earnings Optical cable maker Corning kicks off our week Tuesday morning. Will we hear about another long-term supply agreement with a hyperscaler customer?
Overlooked industrial Dover gets the market's attention with a strong first quarter
Dover on Thursday reported healthy first-quarter results, highlighted by double-digit earnings growth and a brimming order book. In an AI-obsessed market, the industrial conglomerate is sometimes overlooked by investors. On Thursday, at least, it's getting a much-deserved day in the sun. Revenue rose 10% year over year to $2.05 billion, topping the LSEG consensus of $2 billion. On an organic basis, which removes the impact of acquisitions and currency exchange fluctuations, total revenue grew 5.3%.
Boeing takes a step forward in its turnaround. Here's what to watch for next
Boeing took another step in the right direction Wednesday, delivering relatively tidy first-quarter results. The planemaker also stood by its full-year guidance for the key metric to grade its turnaround, giving us confidence to stick with the stock. Revenue in the first quarter rose 14% from a year ago to $22.22 billion, ahead of the $21.78 billion consensus, according to LSEG. Adjusted loss per share was 20 cents, much better than the 83-cent loss expected by Wall Street, LSEG data showed.
1 big thing we're watching in this week's market just as important as Iran Original
Wall Street's scorching rally off its wartime lows back to new highs faces a big test this week: a jam-packed earnings calendar. The list of companies reporting stretches from linchpins of the AI trade like Club name GE Vernova to battleground software stocks such as ServiceNow to companies with their pulse on the industrial economy like steelmaker Cleveland-Cliffs and copper miner Freeport-McMoRan . Don't forget Intel , which is at the center of the AI compute shortage, or Elon Musk's Tesla .
Here's our monthly update on all 31 portfolio stocks, including 3 on the buy list
The CNBC Investing Club held its April Monthly Meeting on Thursday, with Jim Cramer and Jeff Marks, director of portfolio analysis, hashing it out on each stock in the portfolio. The confab came a day after the S & P 500 closed at its first record high since late January, punctuating its dramatic comeback from the Iran war sell-off. The broad index's war-driven bottom actually fell one trading after our March Monthly Meeting .
Jim Cramer says the stock market is so overbought that we have to tread carefully
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 major averages were mixed Wednesday. The blue-chip Dow was down about 200 points, but the S & P 500 was higher by roughly 0.3%. Leading the way is the Nasdaq , which was up almost 1%. The tech-heavy index hasn't had a down day since March 30.
J&J is off to a strong start in 2026 — here's how our newest stock can build on it
Johnson & Johnson on Tuesday validated our decision to make it our newest Club stock, delivering a beat-and-raise quarter led by its most important growth medicines. Revenue in the first quarter rose 9.9% year over year to $24.06 billion, beating the LSEG consensus of $23.63 billion. When excluding foreign-exchange benefits, revenue grew 6.4% on an operational basis. Adjusted earnings per share (EPS) in the January-to-March period totaled $2.70, ahead of the $2.66 expectation, LSEG data showed.
Here are the 3 big things we're watching in the stock market this week
Time to buckle up. Earnings season is returning, and hopes of a durable resolution to the Iran war faced a setback over the weekend, injecting fresh uncertainty into the trading week ahead. Here's a closer look at the three big things we are watching over the next five days. 1.
Andy Jassy makes it clear giving up on Amazon's stock would be an expensive mistake
Amazon 's stock performance hasn't been much to write home about lately. But CEO Andy Jassy's latest annual letter to shareholders strengthened our resolve to stick with it. The reason: Amazon is putting a ton of shots on goal, and the company's track record suggests enough of them will find the back of the net, rewarding our patience once the profits start flowing. Wall Street agreed, at least on Thursday, with shares up 4.5%.
We're downgrading our rating on Nike after another frustrating earnings report
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. Stocks rose again Wednesday on hopes that the war in Iran is nearing a resolution. The tech-heavy Nasdaq Composite was leading the way, up roughly 1.5% on the day, while the S & P 500 and blue-chip Dow Jones Industrial Average were both solidly higher.
Here's a rapid-fire update on all our AI stocks and 5 names Jim Cramer wants to buy
On Friday, the CNBC Investing Club held its March Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis Jeff Marks discussed their views on each stock in the portfolio. The war in Iran broke out less than a day after our last monthly call, so the market backdrop has changed a bunch. The big winners over the past few weeks have been the energy stocks, and some niche plays like the fertilizer makers.
Here are 4 big things we're watching in the stock market this week
Investors may catch their breath next week as earnings season winds down and only a few meaningful economic reports are released. The Iran war will remain front and center. Stock selling accelerated Friday into the close after Reuters reported that Iraq had declared force majeure on all oil fields operated by foreign companies. Oil prices spiked on the news, with Brent crude topping $112 a barrel and WTI oil trading over $98 a barrel. As we noted recently, oil is the lifeblood of the global economy.
Eli Lilly shares slide after a bearish Wall Street analyst call — here's our view
Eli Lilly shares are down 6% Tuesday and on pace for their worst day since February after an HSBC downgrade. The crux of HSBC's call: Wall Street is too optimistic about the size of the GLP-1 obesity market. The firm's analysts project it to be between $80 billion and $120 billion in 2032, compared with the current consensus north of $150 billion.
2 of our biggest takeaways from Nvidia CEO Jensen Huang's GTC keynote speech
Nvidia CEO Jensen Huang's keynote speech at the chipmaker's annual developers event Monday included new product announcements and insight into where its revenue is headed. Here are our takeaways on two of Jensen's biggest updates. New inference chip Jensen unveiled Nvidia's new inference-focused chip, built on the technology it licensed late last year from AI chip startup Groq for a reported $20 billion.
Here are the 5 big things we're watching in the stock market in the week ahead
The Federal Reserve's latest interest rate decision, a batch of economic data, and several notable earnings reports are all on the docket this week. However, the biggest event for Wall Street will arguably be out in California, as Nvidia holds its influential AI technology conference. Well, that is what we would usually say heading into Nvidia's GTC — where Jim Cramer will be this week with a who's who of CEO interviews, including Jensen Huang himself.
Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen Original
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI computing race: Nvidia was spending a reported $20 billion to license technology from chip startup Groq and hire key employees, including its CEO, who previously helped Google create what's become the leading alternative to Nvidia's AI processors.
Jim Cramer says investors must walk this fine line as spiking oil prices hit stocks
Investors have a tricky balancing act on their hands during the Iran war, Jim Cramer said Monday, recognizing both the real risks that surging oil prices pose to stocks and the difficulties of timing the market.
'It's the beginning' - Cramer warns the weak payroll report shows AI-related job losses are here
CNBC's Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that Cramer focused on most: the information sector of the economy lost 11,000 jobs last month. Over the past 12 months, it had lost an average of 5,000, according to the Bureau of Labor Statistics. This broad employment group includes telecommunications, software publishing and the media, among others.
The quietly winning stock Jim Cramer says is on the verge of a big upward move
TJX Companies is far from the most talked-about stock in the market, but its steady performance in recent years has made it a bulwark in our portfolio. And Jim Cramer doesn't see that changing anytime soon. Quite the opposite. He argues that TJX shares could be primed for additional gains. "I'm looking at a discount retailer that is not nearly as good as TJX — Ross Stores — that did a good number," Jim said on Wednesday's Morning Meeting.
We've been active with trades during the Iran war fallout. Jim Cramer explains our approach
Jim Cramer on Tuesday morning explained why the Investing Club is trying to strike a delicate balance with its moves during the stock market fallout from the Iran war. "Those who flee in moments like this can never get back in," Jim stressed during the Morning Meeting, as Wall Street sold off sharply on the Middle East conflict after a surprisingly tame day for stocks Monday. Oil prices were spiking Tuesday on supply disruption fears, rippling through the equity markets.
Here's Jim Cramer's advice for navigating the markets during the Iran conflict
Jim Cramer's advice for investors navigating fallout from the U.S.-Israeli attack on Iran: Be selective. With stocks initially selling off (but way off their lows in late morning trading; stay tuned) and oil spiking on supply-disruption fears, Jim sees moves to make on the first Wall Street trading day since the conflict began. But, at this point, the Middle East conflagration does not require a full-scale rethinking of the portfolio, or anything close to it.
Here's an update on our 4th Industrial Revolution stocks and the rest of the portfolio
On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He's dubbed them the "Fourth Industrial Revolution stocks," borrowing the term from Nvidia CEO Jensen Huang, who has often used it to describe the AI boom.
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