Sellers of Estee Lauder on Thursday are missing the big picture

Estee Lauder (EL) reported a stronger-than-expected second quarter for its fiscal 2023 on Thursday. But shares are down on a weaker view of the next quarter, as sellers focus too much on the near term and not enough on the nascent post-lockdown recovery in China. Revenue fell about 16.5% year-over-year, to $4.621 billion, beating analysts’ expectations … Read more

Here’s what Intel’s terrible results mean for longtime rival and Club holding AMD

When Advanced Micro Devices (AMD) reports quarterly earnings next week, the Club holding’s results should not look nearly as bad as longtime rival Intel ‘s (INTC) dismal numbers. AMD’s quarter is unlikely to be perfect and may even be underwhelming in some areas. The semiconductor market — especially on the personal computer side where both … Read more

GDP beat, Tesla records, Macao recovery

My top 10 things to watch Thursday, Jan. 26 1. Bond prices getting killed, inversely yields rising, on low number of jobless claims, sign of a still-strong labor market. Fourth-quarter economic growth was 2.9% versus 2.8% expected . Price index in GDP report in-line but much lower rise than Q3. Wall Street rises, looking past … Read more

Earnings, AMD downgrade, Disney hope

My top 10 things to watch Tuesday, Jan. 24 1. Big day of earnings for Club holdings as the Dow Jones Industrial Average , the S & P 500 and the Nasdaq look to open lower after back-to-back gains. Three quarterly reports before the bell and Club holding Microsoft (MSFT) after the close. 2. Club … Read more

Cramer names 6 e-commerce plays that are buys, says to wait on Amazon

CNBC’s Jim Cramer on Friday offered investors a list of e-commerce plays he believes are worth buying, despite the group’s rough performance in 2022. “There are still some e-commerce plays that I’m willing to get behind here, the ones that have truly prioritized profitability,” he said. related investing news Here is his list:  Etsy Shopify … Read more

Push for more stable revenue streams has worked

Morgan Stanley ‘s (MS) multiyear transformation plan has been a success, CEO James Gorman said with pride Thursday — and, as shareholders, we see no reason to disagree. “We’ve steadily de-risked parts of the business that got us in trouble during the [Great Financial Crisis], and we obviously made a major push in building up … Read more

Jim Cramer’s Investing Club meeting Wednesday: Wait to buy, Salesforce

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. Holding off on buying Be wary of Salesforce downgrade Watch for potential Alphabet pop 1. Holding off on buying Stocks rose Wednesday to continue a positive start to the year, … Read more

Jim Cramer’s Investing Club meeting Friday: Fed strategy, Club mantra

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 Friday’s key moments. The Fed isn’t ready to stop Investing mantra reminder Looking to buy 1. The Fed isn’t ready to stop Stocks rose Friday after a rocky start following the core personal … Read more

Jim Cramer's top 10 things to watch in the market Monday

U.S. stock futures point to a bounce at the open after the S&P 500 had its worst week since September.

DHL buying Ford’s electric cargo vans showcases Club holding’s EV strategy

Delivery giant DHL and Club holding Ford Motor (F) struck an electric van and software deal that bolsters the automaker’s multipronged EV strategy, an approach that’s central to why we own the stock. The news DHL will acquire 2,000 Ford E-Transit cargo vans by the end of 2023, the companies announced Monday. The agreement also includes … Read more