Investment strategy

NYSE insider Jay Woods on stocks, data to watch this week, including a major transport player
World

NYSE insider Jay Woods on stocks, data to watch this week, including a major transport player

Jay Woods, chief market strategist at Freedom Capital Markets, is keeping an eye on a transportion player that has staged a comeback in the lead up to its earnings report this week: FedEx . “The transports have been on fire lately,” Woods said. FedEx, the second-highest-weighted stock in the transports index, has rallied 30% over […]

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Jim Cramer says he’s not willing to bet against ServiceNow after an analyst sell call
Technology

Jim Cramer says he’s not willing to bet against ServiceNow after an analyst sell call

CNBC’s Jim Cramer says KeyBanc’s sell call on ServiceNow stock is a “radical move.” KeyBanc analyst Jackson Ader downgraded ServiceNow to an underweight sell from a hold-equivalent sector weight. Ader established a $775 price target, which was right around where shares were trading Monday after dropping more than 11%. “This is one of the most […]

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SpaceX could be the biggest IPO ever next year. How investors can play it right now
World

SpaceX could be the biggest IPO ever next year. How investors can play it right now

When SpaceX eventually goes public, the long-anticipated offering is expected to be the largest IPO ever, reshaping valuations across the aerospace industry and delivering a rare blockbuster deal for Wall Street. The Elon Musk -led space launch company is preparing to go public next year, reportedly targeting a valuation of about $1.5 trillion , potentially […]

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Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk
Technology

Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk

Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Cold front Rotation […]

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Stock futures are little changed as big week of economic data kicks off: Live updates
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Stock futures are little changed as big week of economic data kicks off: Live updates

A television station broadcasts the Federal Reserve’s decision to cut rates on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Dec. 10, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures were little changed on Sunday night following a mixed week on Wall Street amid a big […]

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Broadcom and Costco’s rich valuations leave little room for error as battleground stocks
Technology

Broadcom and Costco’s rich valuations leave little room for error as battleground stocks

Sometimes the stakes are so high, the degree of difficulty so immense, that it simply may be too hard to game. When that’s the case, no amount of formal research will help you fathom the stock implications. Yet, you have inherited the issues and they must be dealt with — or you are too at […]

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Top Wall Street analysts are upbeat on these 3 dividend stocks for enhanced returns
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Top Wall Street analysts are upbeat on these 3 dividend stocks for enhanced returns

Sunny Isles Beach, Florida, Miami, RK Centers shopping mall, business sign, CVS Pharmacy retail store, drugstore chain prescription medicine. (Photo by: Jeffrey Greenberg/Universal Images Group via Getty Images) Jeff Greenberg | Universal Images Group | Getty Images The U.S. Federal Reserve cut key interest rates by 25 basis points, lowering borrowing costs for the third […]

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JPMorgan’s top internet stock picks for next year
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JPMorgan’s top internet stock picks for next year

JPMorgan is betting on four technology stocks that can be winners in 2026. Tech stocks bolstered much of this year’s rally, but recent concerns about elevated valuations and the payoff of artificial intelligence has led to discernment among winners and losers in the sector. The S & P 500’s tech sector has surged 22.5% year […]

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Bank of America recommends these stocks because of their link to trends like the high-end consumer
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Bank of America recommends these stocks because of their link to trends like the high-end consumer

Bank of America discussed a bunch of stocks recently that it likes for 2026, especially those leveraged to trends like the high-end consumer. The Wall Street investment bank likes positive trends emerging for names such as Visa, Penske, Ollie’s and Goldman Sachs . Penske Automotive Group Analyst Alexander Perry reinstated coverage of the auto retailer […]

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Here are 4 major moments that drove the stock market last week
Technology

Here are 4 major moments that drove the stock market last week

The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third […]

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