Apple, Target, Charter, Bumble, Weber

Here are Monday’s biggest calls on Wall Street: Wells Fargo upgrades Target to overweight from equal weight Wells said the market is just too pessimistic on Target shares. “TGT’s sell-off provides the opportunity to pick up a proven share gainer into an underappreciated earnings recovery at the right price, in our view. Read more about … Read more

What Cramer is watching Monday — consumers hoard cash, home improvement slows

What I am looking at Aug. 1, 2022 Looking for signs of peaking. M2 has peaked and could be ready for a big fall. (M2 is a broad measure of the U.S. money supply). Are consumer balance sheets stretched? Still have a huge amount of cash in their accounts. (Good for banks with high fed … Read more

Don’t get fooled by the bears, sometimes good news is actually … good

This weekend I read a host of negative articles assailing this market and the earnings reports from individual companies. The suggestion: The numbers are all hiding something and even companies like Amazon (AMZN) and Apple (AAPL) simply reported figures that exceeded lowball analyst estimates that were meant to generate upside. This is an outrageously bullish … Read more

Activist Elliott snaps up an interest in PayPal. This is what could be next for the payments giant

The PayPal logo displayed on a smartphone screen with a stock market graphic in the background. Omar Marques | SOPA Images | LightRocket | Getty Images Company: PayPal Holdings (PYPL) Business: PayPal is a leading technology platform that enables digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. The company operates … Read more

The week in review, the week ahead — July 29, 2022

The major averages all gained for another winning week, capping the best month for stocks in 2022. It was also a week that perfectly exemplified why it’s often the expectations that matter far more than the actual numbers reported. On the macro front, in addition to a 75 basis point rate hike from the Federal … Read more

5 things to know before the stock market opens Friday, July 29

A screen displays the Fed rate announcement as a trader reacts on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 27, 2022.  Brendan Mcdermid | Reuters Here are the most important news items that investors need to start their trading day: 1. Taking stock on a summer Friday … Read more

A recession could flip the script for U.S. Treasurys as a hedge

Investors looking to hedge equity risk in the event of another U.S. recession may want to starting dipping their toes back into the fixed income market. Stocks and bonds have struggled year to date, with both asset classes posting their worst first six-month performances in decades. That surprised investors who often hold portfolios with both … Read more

5 things to know before the stock market opens Wednesday, July 27

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 19, 2022.  Brendan Mcdermid | Reuters Here are the most important news items that investors need to start their trading day: 1. Stock futures looking up Stocks were poised to open higher on a pivotal Wednesday morning. … Read more

5 things to know before the stock market opens Tuesday, July 26

Traders work on the floor of the New York Stock Exchange (NYSE), July 25, 2022. Brendan McDermid | Reuters Here are the most important news items that investors need to start their trading day: 1. Stock futures slide U.S. equities markets were set to decline Tuesday morning after Walmart cut its profit outlook Monday (see … Read more

What Cramer is watching Monday — Snap cuts, chip stock reset, financials slashed

What I’m looking at July 25, 2022 Still downgrading Snap (SNAP), this time Wolfe Research and Morgan Stanley. How could they be so wrong? Is it winner take all, losers take none, versus Club holdings Alphabet ‘s (GOOGL) Google and Facebook parent Meta Platforms (META)? SNAP down 2% in the premarket after 39% plunge Friday. … Read more