Eaton Corporation PLC
These 6 portfolio names pledged big U.S. investments since Trump took office again
Many of the biggest U.S. companies have pledged to invest trillions of dollars in the United States since President Donald Trump started his second term — including six names in our portfolio. These moves are aimed at aligning companies with the president’s vision for a new global trade order designed to bring manufacturing jobs back […]
Read More
These are 3 big things we’re watching in the stock market this week
The stock market bounce last week showed once again just how dependent Wall Street has become on the whims of the White House. Case in point: The S & P 500 sank more than 2% this past Monday as President Donald Trump was attacking Federal Reserve Chairman Jerome Powell and providing scant details on tariff […]
Read More
If tariffs encourage companies to return to the U.S., these companies will benefit
Stocks have fallen sharply in the aftermath of President Donald Trump ‘s tariffs, but there are some names that may ultimately benefit as companies return operations to the United States, according to two financial firms. Trump vowed to bring factories and jobs back to the country when he signed a sweeping tariff policy on Wednesday. […]
Read More
Some of this week’s biggest stock winners and losers, plus an update on Nvidia
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. Market update: Stocks moved off their session highs and struggled to hold onto their gains. The S & P 500 is on pace for a small […]
Read More
Philippe Laffont’s Coatue makes big bets on China and GLP-1 drugmakers in latest quarter
Philippe Laffont’s Coatue Management took several new stakes in major Chinese e-commerce companies and a couple of anti-obesity focused drugmakers in the third quarter, according to the latest 13F filing with the U.S. Securities and Exchange Commission. Laffont, one of the “Tiger Cub” fund managers who worked under the late Julian Robertson at Tiger Management, […]
Read More
Here’s a rapid-fire update on what Trump will mean for all 33 portfolio stocks
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 at all. Apple : If […]
Read More
Trading the election: Watch these pro-Harris stocks as her odds rise following the debate
Investors and Wall Street analysts may want to take a closer look at stocks that could be winners under a President Kamala Harris after Tuesday night’s debate . The current vice president’s debate with former President Donald Trump was widely seen as a win for the Democrat, and the ods of Harris winning in November […]
Read More
On paper the stock market should be great, not on a knife’s edge. But that’s the opportunity
When I look at Thursday’s rally, I am beginning to realize that we have become so binary and so up close that we have lost our ability to think about what matters. The big fish data got caught among the minnow minutiae and we ended up with ridiculous rallies that are, therefore, based on nothing. […]
Read More
You can find a significant bottleneck in AI information centre expansion, analysts say. Here’s how to participate in it
One area is causing a important bottleneck in facts heart expansion and the electrical power transition, in accordance to a number of analysts: the electricity grid. “An inadequate develop-out and investment in the power grid would impede the construct-out of details centers, slow the Electrical power Transition, restrain renewables progress, and lengthen the use of […]
Read More
These are the finest methods to play GenAI as it disrupts new industries, according to RBC
Semiconductor stocks and technological innovation behemoths get all the acclaim when it arrives to synthetic intelligence, but RBC Money Markets is giving up some alternate strategies to perform the theme. Demand for AI has introduced the inventory industry towards new highs this 12 months, boosting foremost AI chipmaker Nvidia by nearly 155% this calendar year […]
Read More