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Mar 11, 2024
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one is walmart and the other is a utility. you are saying part of the reason these are your picks because valuations are off their highs. >> yes. being a fairly conservative guy, i guess i like to say i wear both a belt and suspenders. i look to the stocks which have good fundamental outlooks and good technical considerations. from cfra equity analysts, walmart is one company that has a favorable investment recommendation along with a good power rating. looking at fundamentals and technicals. other companies would be information in the aep also taking a look at target resources which is a transportation firm. essentially, these are companies with good upside fundamental potential and better supported by good technicals. >> sam, always great to see you. thank you very much. walmart and american electric power and target resources. thank you. >>> one look at futures before be we let you go. the dow would open 80 points lower. "squawk box" is coming up next. (grunting) at morgan stanley, old school hard work meets bold new thinki
one is walmart and the other is a utility. you are saying part of the reason these are your picks because valuations are off their highs. >> yes. being a fairly conservative guy, i guess i like to say i wear both a belt and suspenders. i look to the stocks which have good fundamental outlooks and good technical considerations. from cfra equity analysts, walmart is one company that has a favorable investment recommendation along with a good power rating. looking at fundamentals and...
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Mar 5, 2024
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the stock is down 8% in the last year compared to walmart's 20% gain. we have michael baker here in studio for the target investor day coming up this morning. great to have you here. good morning. >> hi, how are you? >> you have a price target of 167. price targetimplies a 10% move higher. what do you expect? we mentioned tar get has been under pressure. >> we think same store sales will be down. to us, the fourth quarter outlook for 2024. we think it will be the story of recovery here for target. we think margins should be better this year. in 2023, they had issues. shrink was an issue. inflation hurt them more than others. we think they will have a better 2024 year as they cycle products. >> this represents the holiday quarter. christmas and honoanukkah and holiday shopping in general. the market focus is discretionary shopping. isn't holiday shopping discretionary shopping? does that mean just as much as the guidance? i know people are looking for guidance. >> i think the fourth quarter is better than previous quarters because discretionary did do be
the stock is down 8% in the last year compared to walmart's 20% gain. we have michael baker here in studio for the target investor day coming up this morning. great to have you here. good morning. >> hi, how are you? >> you have a price target of 167. price targetimplies a 10% move higher. what do you expect? we mentioned tar get has been under pressure. >> we think same store sales will be down. to us, the fourth quarter outlook for 2024. we think it will be the story of...
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Mar 14, 2024
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if you look at the thnumbers fr walmart to tj jx, the numbers a phenomenal. promotions remain overwhelmingly down year over year. these are full price sales. these are not promotionally driven here. you heard from williams-sonoma yesterday. comps were better than expected. i expect those numbers to be in line here and be a sigh of relief. >> brian, i'll come over to you. when you talk about inflation, you hear the fed saying you cannot go by one month of data. is this one month of data enough of a sign to give you an indication of right now, but going forward? >> good morning, frank. it is not. it is one data point. i would tag what stacey is saying. i very much agree that you look at the consumer today and take into consideration retail sales this morning. the consumer is in a better spot than the fears of some significant recession six or nine months ago. no question. as i look at consumer spending, whether the aggregate data or what my companies are reporting, it is okay, but not great. stacey brought up williams-sonoma, better than expected. they are doin
if you look at the thnumbers fr walmart to tj jx, the numbers a phenomenal. promotions remain overwhelmingly down year over year. these are full price sales. these are not promotionally driven here. you heard from williams-sonoma yesterday. comps were better than expected. i expect those numbers to be in line here and be a sigh of relief. >> brian, i'll come over to you. when you talk about inflation, you hear the fed saying you cannot go by one month of data. is this one month of data...
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Mar 12, 2024
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cirkul, available at walmart and drinkcirkul.com. (vo) what does it mean to be rich? maybe rich is less about reaching a magic number... and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. frustrated by skin tags? dr. scholl's has the breakthrough you've been waiting for. the first fda-cleared at-home skin tag remover clinically proven to remove skin tags safely in as little as one treatment. >>> welcome back to "worldwide exchange." we have the morning call sheet. jefferies upgrading carvana. it will result in a more attr attractive risk-reward scenario. >>> and raymond jameses upgrade coinbase. the stock momentum may persist. >>> we have a strong move on microstrategy up to $1,810 per share. the bets on bitcoin and the proven strategy to
cirkul, available at walmart and drinkcirkul.com. (vo) what does it mean to be rich? maybe rich is less about reaching a magic number... and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with...
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Mar 7, 2024
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cirkul, available at walmart and drinkcirkul.com. >>> good morning. white house says president biden will call for an increase in corporate taxes. no way! that's tonight at the state of the union address. details straight ahead. >>> the eu market act takes effect today and regulators are probing the apple compliance and treatment of epic games. >>> federal regulators are blasting boeing for failing to comply with the probe of the door plug blowout. it was a door. now boeing has responded. it's thursday, march 7th, 2024. "squawk box" begins right now. >>> good morning. welcome to "squawk box" here on cnbc. i'm quick quick becky quick along with joe kernen and andrew ross sorkin. i'm here at washington, d.c. we havehave lineup of guests including the ceo of con oco phillips and rtx. we are getting ready to hear from the administration and the president tonight, you have the business community which is concerned about the things which have been going on. the business round table is important because
cirkul, available at walmart and drinkcirkul.com. >>> good morning. white house says president biden will call for an increase in corporate taxes. no way! that's tonight at the state of the union address. details straight ahead. >>> the eu market act takes effect today and regulators are probing the apple compliance and treatment of epic games. >>> federal regulators are blasting boeing for failing to comply with the probe of the door plug blowout. it was a door. now...
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Mar 15, 2024
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cirkul, available at walmart and drinkcirkul.com. my name is oluseyi and some of my favorite moments throughout my life are watching sports with my dad. now, i work at comcast as part of the team that created our ai highlights technology, which uses ai to detect the major plays in a sports game. giving millions of fans, like my dad and me, new ways of catching up on their favorite sport. >>> good morning. friday. futures pointing to slight gains after declines for the major indices in yesterday's session. we will show you what is moving right now and including a drop for adobe on light guidance and concern about the competition it faces from artificial intelligence. >>> plus, senator better than a bernie sanders outlining his case for the four-day workweek. it's friday, march 15th. embrace the ides of march. happy birthday to my son scott. it's friday, march 15th, 2024. "squawk box" begins right now. >>> good morning. welcome to "squawk box" here on cnbc. we are live from the nasdaq market site in times square. i'm becky quick along
cirkul, available at walmart and drinkcirkul.com. my name is oluseyi and some of my favorite moments throughout my life are watching sports with my dad. now, i work at comcast as part of the team that created our ai highlights technology, which uses ai to detect the major plays in a sports game. giving millions of fans, like my dad and me, new ways of catching up on their favorite sport. >>> good morning. friday. futures pointing to slight gains after declines for the major indices in...
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Mar 18, 2024
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cirkul, available at walmart and drinkcirkul.com. >>> it's time for the morning call sheet. hsbc raising the price target on nvidia to $1,050. nvidia is not just defending in the a.i. space, but on the attack with the 2025 road map. shares are up 2.23% in the early trade. jim cramer will speak with nvidia founder and c, o jensen huang tomorrow. >>> another price target hike from bank of america on taiwan semi. bumping it to $155 per share. it calls the company a key enabler of a.i. with the long lasting industry leadership. shares up 1.8% in the extended trade. >>> morgan it stanley upgrading pepsi to a buy after pepsi bottoms in the first quarter. shares up 1.7%. >>> let's get to the global briefing. goldman sachs changing the monetary policy forecast for the bank of japan. since joining this program last week, the bank now expects the boj to hike rates when the meeting wraps tomorrow due to stronger than expected ed sala gains. >>> in china, output grew 7% in january and february. this beat the expectation of 5%. >>> shares of xpeng moving higher. the ev maker is planning
cirkul, available at walmart and drinkcirkul.com. >>> it's time for the morning call sheet. hsbc raising the price target on nvidia to $1,050. nvidia is not just defending in the a.i. space, but on the attack with the 2025 road map. shares are up 2.23% in the early trade. jim cramer will speak with nvidia founder and c, o jensen huang tomorrow. >>> another price target hike from bank of america on taiwan semi. bumping it to $155 per share. it calls the company a key enabler of...
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Mar 26, 2024
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cirkul, available at walmart and drinkcirkul.com. meet ron. ron eats, sleeps and breathes hoops, but oh how he can nail a software solution. you need ron. ron needs a retirement plan. work with principal so we can help you with a plan that's right for him. let our expertise round out yours. >>> welcome back to "worldwide exchange." som time for the morning call sheet. morgan stanley raising the sea d seagate upgrade. >>> mizuho with the buy rating and $70 price target on vegas sands. >>> bernstein cutting tesla from $150 down to $120 per share the val suation is too high >>> turning attention now to real estate. we have a major announcement from the leader in luxury. diana olick is joining us now with the details good morning >> reporter: good morning, frank. home sharing platform picasso is announcing a shift in the business today the company, which facilitates high-end vacation homes is introducing listings with prices at $200,000. shares had been in the half million dollar and plus range. this home is newly listed at $375,000 for a 1/8 shar
cirkul, available at walmart and drinkcirkul.com. meet ron. ron eats, sleeps and breathes hoops, but oh how he can nail a software solution. you need ron. ron needs a retirement plan. work with principal so we can help you with a plan that's right for him. let our expertise round out yours. >>> welcome back to "worldwide exchange." som time for the morning call sheet. morgan stanley raising the sea d seagate upgrade. >>> mizuho with the buy rating and $70 price...
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Mar 19, 2024
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cirkul, available at walmart and drinkcirkul.com. >>> welcome back. time for the morning call sheet. mizuho covering lowe's which is well positioned to catch pent-up demand over home depot with the higher diy exposure. >>> another initiation from jefferies on zoom. new products should provide a tailwind. >>> a price target increase from micron from ubs moving it from $120 a share. ubs expects higher lower will translate to micron being able to hold a higher multiple. >>> time for the global briefing. we start with news with the bank of japan ending the only negative rate regime and hiking rates for the first time since 2 2007. it will buy government bonds worth the same amount of $139 billion a month. >>> and evergrande boosted sales in the years prior to the collapse. it faces a fine of $500 million. the regulator banning the founder and former chairman from the financial markets for life rlife. >>> shares of unilever will spinoff the ice cream unit of ben & jerry's. u unilever looks to deliver sales growth. >>> coming up here on "worldwide exchange,
cirkul, available at walmart and drinkcirkul.com. >>> welcome back. time for the morning call sheet. mizuho covering lowe's which is well positioned to catch pent-up demand over home depot with the higher diy exposure. >>> another initiation from jefferies on zoom. new products should provide a tailwind. >>> a price target increase from micron from ubs moving it from $120 a share. ubs expects higher lower will translate to micron being able to hold a higher multiple....
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Mar 13, 2024
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walmart in the third place spot, up about one third of 1%. we're checking the bond market this morning on the back of yesterday's cpi report. take a look at yields we saw them tick up just a bit. the benchmark at 4.15%, moving five basis points after that slightly higher than expected cpi report. we're looking at energy, specifically oil, rising a four-session losing streak. right now we're seeing a bit of a turnaround. oils hitting the highs. similar story for brent crude. that's your morning setup. . >>> now we want to turn your attention to capitol hill. they could decide the future of tiktok here in the u.s. this as the social media platform is reportedly planning to exhaust all legal channels before any kind of devesty tur from parent company bytedance. emily wilkins joins us with much more on the story. emily, good morning. >> the house is expected to pass a plan for tiktok. the road ahead is going to be tougher. tiktok has ramped up lobbying efforts against the bill. shou zi chew is expected to be in the u.s. and members are being told
walmart in the third place spot, up about one third of 1%. we're checking the bond market this morning on the back of yesterday's cpi report. take a look at yields we saw them tick up just a bit. the benchmark at 4.15%, moving five basis points after that slightly higher than expected cpi report. we're looking at energy, specifically oil, rising a four-session losing streak. right now we're seeing a bit of a turnaround. oils hitting the highs. similar story for brent crude. that's your morning...
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Mar 22, 2024
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walmart and american express here on the board with goldman sachs and visa and caterpillar and microsoft are within 5% of hitting their own fresh records. this morning, we are looking at the bond market with an easing of yields. the benchmark at 4.23%. we will continue to watch bonds throughout the morning. >>> that was the set up. we turn back to stocks and time for the sectornomics. we have dom chu with more on the gains and which companies are leading the way. dom. >> maybe no surprise, frank, the two biggest ones out in terms of social media.stagram and alphab. if you look at the services sector, it has been a leader. one of the top two sectors in the course of the last year. the other one being technology. a lot of the reason has been mega cap names. check out the impact those two stocks have had with the performance overall. if you look at the picture we are showing behind you, the market value of the sector overall has really moved from $2.6 trillion a year ago to $4 trillion today. the s&p 500 weighting was 8% a year ago. it is 9% now. the fifth biggest sector in the s&p 500. i m
walmart and american express here on the board with goldman sachs and visa and caterpillar and microsoft are within 5% of hitting their own fresh records. this morning, we are looking at the bond market with an easing of yields. the benchmark at 4.23%. we will continue to watch bonds throughout the morning. >>> that was the set up. we turn back to stocks and time for the sectornomics. we have dom chu with more on the gains and which companies are leading the way. dom. >> maybe no...
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Mar 1, 2024
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cirkul, available at walmart and drinkcirkul.com. when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still living here with mom and dad. fast reliable speeds right where you need them. that's wall-to-wall wifi on the xfinity 10g network. >>> it is 5:30 a.m. in the new york city area. there is more ahead on "worldwide exchange." stocks kicking off the new trading month after notching the fourth straight month of gains. nasdaq hitting a record close after two years. futures are pointing to more gains. >>> it is not just the major indices, the russell 2000 with the fresh 52 w-week high. we dig into the bull case. >>> the new york community banc woes resume after internal control issues.
cirkul, available at walmart and drinkcirkul.com. when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still living here with mom and dad. fast...
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Mar 6, 2024
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cirkul, available at walmart and drinkcirkul.com. whoa, how did you defeat them? with a little kung fu strength and by connecting my devices to the most powerful force of all. skadoosh. hah, huh? cool right? amazing. harness the power of xfinity internet and stay connected to the things you love. ah, they'll be like this for hours. hello dad, hello dad, hello da. uh-oh. good bunnies. ahh! >>> good morning getting closer to a rematch. president biden and former president trump whipping big on super tuesday, do tailsdetails straight ahead. >>> elon musk, openai sharing emails where elon musk is criticized for doing the things he was criticizing. >>> patrick mchenry will join us this hour. it's wednesday, march 6th, 2024, and "squawk box" begins right now. >>> good morning, everything welcome to "squawk box" on cnbc. we're live from the nasdaq market site in times square. i'm becky quick along with joe kernen andrew is off today. let's look at what happened with the markets. there was a big focus yesterday as we saw big declines d dow futures up the nasdaq up by abou
cirkul, available at walmart and drinkcirkul.com. whoa, how did you defeat them? with a little kung fu strength and by connecting my devices to the most powerful force of all. skadoosh. hah, huh? cool right? amazing. harness the power of xfinity internet and stay connected to the things you love. ah, they'll be like this for hours. hello dad, hello dad, hello da. uh-oh. good bunnies. ahh! >>> good morning getting closer to a rematch. president biden and former president trump whipping...
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Mar 4, 2024
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cirkul, available at walmart and drinkcirkul.com. [thunder rumbles] ♪ ♪ ♪ ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪ [thunder rumbles] ♪ ♪ >>> bwelcome back. time for the "morning call sheet." morgan stanley raising the target on walt disney. shares of disney unchanged. >>> citi downgrading ferrari to sell. it is making the move on the stocks valuation. shares of ferrari down 2.5%. >>> jefferies upgrading bp to buy. it now has an a tttractive val sv valation. shares of bp up 1.5%. >>> and time for the global briefing. the nikkei up to the all-time high of 40,000. it is the best performing stock index this year up nearly 20%. a different story for china. the country prepares for the growth target this week. officials are picexpected to discuss how to stimulate the chinese economy and lower levels of consumer sentiment. the eu chief is set to hold a press conference this week. she is expected
cirkul, available at walmart and drinkcirkul.com. [thunder rumbles] ♪ ♪ ♪ ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪ [thunder rumbles] ♪ ♪ >>> bwelcome back. time for the "morning call sheet." morgan stanley raising the target on walt disney. shares of disney unchanged. >>> citi downgrading ferrari to sell. it is making the...
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Mar 8, 2024
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cirkul, available at walmart and drinkcirkul.com. >>> welcome back. time for the "wex wrap-up." we start with shares of rivian looking to extend the 13% gain yesterday. it is pausing on construction of the factory in georgia and will build at the existing plant in illinois. shares are up 2.5% in the pre-market. >>> united healthcare services is coming back online after the cyber attack. parts of the network which handle payments and medical claims should be back online later on this month. >>> federal regulators are investigating the boeing 777 max flight with stuck rudder pedals. nobody was hurt. >>> china is working to raise $27 billion for its largest chip fund to date. the report says the move would aim to accelerate the cutting edge technologies to counter u.s. chip curbs. >>> and razor maker harry's is making moves for a u.s. ipo according to reuters. it is tapping goldman sachs and wells fargo to prepare for the debut. the company was valued at $1.7 billion in 2021. >>> shares of novo nordisk are looking to push deeper into record territory this morning after is surpassin
cirkul, available at walmart and drinkcirkul.com. >>> welcome back. time for the "wex wrap-up." we start with shares of rivian looking to extend the 13% gain yesterday. it is pausing on construction of the factory in georgia and will build at the existing plant in illinois. shares are up 2.5% in the pre-market. >>> united healthcare services is coming back online after the cyber attack. parts of the network which handle payments and medical claims should be back...
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Mar 25, 2024
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cirkul, available at walmart and drinkcirkul.com. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. morikawa on 18. he is really boxed in here. -not a good spot. off the comcast business van. into the vending area. oh, not the fries! where's the ball? -anybody see it? oh wait, there it is! -back into play and... aw no, it's in the water. wait a minute... are you kidding me? you got to be kidding me. rolling towards the cup, and it's in the hole! what an impossible shot brought to you by comcast business. >>> welcome back time for the morning call sheet. we start with citi raising the price tar target on netflix. it hopes to see healthy subscriber growth thanks to the ad tier and password crackdown. >>> and mizuho downgrades tesla. there are challenges going into next year. >>> and barclays moving disney to $135 per share. the necesxt phase of earnings i impactful
cirkul, available at walmart and drinkcirkul.com. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. morikawa on 18. he is really boxed in here. -not a good spot. off the comcast business van. into the vending area. oh, not the fries! where's the ball? -anybody see it? oh wait, there it is! -back into play and... aw no, it's...