Buy-Side

Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed

CNBC's Jim Cramer on Friday said that next week's earnings from leading neoclouds could test investor confidence in the battered data center trade.

Moderna raises 2026 outlook as CEO says newer vaccines are gaining traction

Moderna on Friday smashed third-quarter revenue and earnings estimates and hiked its outlook for full-year sales growth, as some of its newer products gain momentum and Covid vaccine revenue outperforms.

Dips Like These Don’t Come Often - Should You Double Down Now?

Do you think you've tried every Taco Bell taco over the course of your drive-thru eating career? It's a feat that I think should come with some kind of accolade — perhaps the Live Más Lifetime Achievement Award?

5 Stocks to Buy as Investors Rotate Out of Tech

Investors are looking beyond AI to “real economy” stocks in the industrial, consumer defensive, and energy sectors.

Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request

Following a 26% post-election plunge in its stock price, neocloud IREN said in its earnings report on Thursday that over $4 billion in annual recurring revenue projected to land in 2026 has been pushed out to at least J…

Here's where we stand on Kimberly-Clark shares after a better-than-feared quarter

Here's where we stand on Kimberly-Clark shares after a better-than-feared quarter The stock rose more than 1% Thursday during Wall Street's sell-off. Read at source

Jim Cramer says the AI trade is not going away as Nasdaq enters correction

Jim Cramer says the AI trade is not going away as Nasdaq enters correction The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET. Read at source

We're raising our price target on Cardinal Health after another stellar quarter of profits

We're raising our price target on Cardinal Health after another stellar quarter of profits The drug distributor also raised its full-year earnings guidance. Read at source

Rheinmetall shares plunge 17% after outlook cut as military contracts stall

German defense giant Rheinmetall cut its full-year guidance late Wednesday, citing delays to military contracts and ammunition deliveries.

Jim Cramer says this fast food giant has more room to run

McDonald's turnaround efforts are beginning to pay off and investors will likely be rewarded with more upside ahead, CNBC's Jim Cramer said Wednesday.

Figma sinks after earnings beat as company prioritizes long-term growth with AI changes

Figma shares tumbled 7% in extended trading after the company reported third-quarter results and guidance that surpassed Wall Street's predictions.

E.l.f. Beauty posts 51% sales increase, raises full-year guidance

E.l.f. Beauty on Wednesday blew past Wall Street expectations as it posted a 51% increase in net sales in its second fiscal quarter.

New Flutter CEO bets on FanDuel promotions to win customers as profits suffer

Flutter's new CEO Dan Taylor is counting on better products and more generous customer rewards to help convert FanDuel's improving engagement into stronger profits.

We're cutting our Qnity price target but still loved the beat-and-raise quarter

DraftKings (DKNG) stock has lost 42% since its closing high on Jan. 5, and Needham just cut its price target for the second time this year. The firm’s new $30 target is still 44% above the stock’s $20.91 close on Oct. 3…

3 Beaten-Down Tech Stocks the Models Say Are Ridiculously Cheap

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market highlights, including the Federal Reserve’s interest rate hike and the 10-year Treasury yield’s pus…

Kraft Heinz to divest its North American coffee business in $650 million deal

Kraft Heinz announced Wednesday that it will divest its North American coffee unit in a deal that values the business at $650 million on an enterprise basis, as it works to refocus on its core brands.

Uber beats on revenue, CEO tells CNBC the company is 'investing significantly' to add drivers

Uber reported revenue for the third quarter that topped analysts' estimates, but the company missed expectations in its two key businesses. Shares of the ride-hailing service rose more than 7% on Wednesday.

Jim Cramer says this bank stock is a buy after its post-election pullback

Jim Cramer says this bank stock is a buy after its post-election pullback The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET. Read at source

Wayfair sales jump 10% as furniture retailer says it's winning share of sluggish market

Wayfair on Wednesday said it posted its strongest quarter of sales growth since the pandemic as the furniture retailer continues to win over customers and take market share.

Eaton's strong quarter should mark a bottom for shares of the AI buildout winner

Why we're keeping a hold rating on DuPont despite its beat-and-raise quarter

Shopify falls 7% after Q3 revenue and merchandise volume miss estimates

Shares of e-commerce platform Shopify fell 7% on Tuesday after the company missed estimates on subscription gross profit and gross merchandise volume.

Yum Brands earnings beat estimates, but cyclospora outbreak weighs on Taco Bell

Yum Brands on Tuesday reported earnings that beat expectations, but a cyclospora outbreak linked to iceberg lettuce at Taco Bell weighed on the company's same-store sales growth.

Ferrari raises 2026 guidance after Q3 earnings beat

Ferrari on Tuesday raised its 2026 guidance after the sports car maker slightly beat Wall Street's third-quarter expectations.