A man takes a photo of new Google products on display during the Google I/O conference at Shoreline Amphitheatre in Mountain View, California on May 7, 2019. Josh Edelson | AFP | Getty Images Not all FAANG stocks will survive and thrive in regulators’ battle to breakup big tech, according to Needham. Given an overall

Beyond Meat CEO Ethan Brown (C) celebrates with guests after ringing the opening bell at Nasdaq MarketSite, May 2, 2019 in New York City. Drew Angerer | Getty Images The red-hot market for new public companies in 2019 like Beyond Meat and Chewy could spell bad news for the broader stock market in the year

Broadcom CEO Hock Tan is paying the price for misjudging President Donald Trump‘s resolve to “bring the Chinese to their knees,” CNBC’s Jim Cramer said Friday. Trump feels he has to “sacrifice Broadcom on the alter of Huawei” to humble China in trade negotiations, Cramer argued. Last year, Broadcom received about $900 million in revenue

Options traders are flooding into the Magic Kingdom after a bullish call from Morgan Stanley forecasting blockbuster profits from upcoming streaming service Disney+. The note predicts that Disney‘s over-the-top service will boast 130 million or so subscribers by 2024. That would represent prolific year-over-year growth for a streaming platform chasing the current leader, Netflix, which

Elon Musk Joe Skipper | Reuters One of Wall Street’s most optimistic Tesla analysts is sticking with his call for the stock to double over the next 12 months, telling clients that recent negative sentiment is “decoupled from reality.” The market fails to understand Tesla’s “technological and cost advantage” and remains on track for solid

Facebook’s founder and CEO Mark Zuckerberg speaks to participants during the Viva Technologie show at Parc des Expositions Porte de Versailles on May 24, 2018 in Paris, France. Chesnot | Getty Images RBC Capital Markets believes that Facebook has a “crypto opportunity,” explaining in a note to investors the firm’s high expectation for the tech giant’s coming

A Broadcom chip in an Apple iPhone. Brent Lewin | Bloomberg | Getty Images The financial fallout from the U.S. China trade war is beginning. But a day after after chipmaker Broadcom reported disappointing earnings, Wall Street analysts are urging investors to stay calm. The report sent chip stocks plummeting after the company cut its

Semiconductor stocks are going to fall as chipmakers start to cut their earnings forecasts for the second half of the year, AlphaOne Capital Partners’ Dan Niles said on Thursday.  Niles started shorting semiconductor stocks this week and sold out of all is long semiconductor positions, in which he previously owned Qualcomm and Lumentum Holdings, he told CNBC’s

Lululemon worked up a sweat Thursday, rallying more than 5% after topping quarterly estimates and upping its outlook. But, another athleisure stock is besting Lululemon and the rest of the competition: Under Armour. The workout gear stock has surged 49% this year, tracking for its best annual performance in five years. It’s about to sprint

Howard Marks, Co-Chairman, Oaktree Capital. David A. Grogan | CNBC Billionaire investor and Oaktree Capital Management Co-Chairman Howard Marks is worried to hear investors say “this time it’s different” or openly wonder if the historic bull market and economic success “can only get better forever.”  In a 12-page letter sent to Oaktree clients on Wednesday,

Beyond Meat CEO Ethan Brown (C) celebrates with guests after ringing the opening bell at Nasdaq MarketSite, May 2, 2019 in New York City. Drew Angerer | Getty Images Beyond Meat‘s stock is proving resilient to negativity on Wall Street. Shares of the alternative meat company soared more than 17% on Wednesday, even after being

CNBC’s Jim Cramer on Wednesday said the biggest concern for Apple shareholders should be around what President Donald Trump does next in the U.S.-China trade war. “I actually think it’s more likely that President Trump hurts Apple more than” Chinese President Xi Jinping,  argued Cramer on “Squawk on the Street,” adding a next round of tariffs

Mary Meeker presents her annual Internet Trends Report at Code 2018. Asa Mathat | Vox Media The most highly anticipated report of the year for tech investors has arrived. Mary Meeker, a widely followed technology backer and general partner at the venture firm Bond Capital, published her 333-slide “Future of the Internet” report Tuesday ahead

David M. Solomon, Chairman and CEO of Goldman Sachs, speaks during the Milken Institute’s 22nd annual Global Conference in Beverly Hills, April 29, 2019 Mike Blake | Reuters President Donald Trump’s use of tariffs as part of a political agenda is a potential drag on markets, according to Goldman Sachs CEO David Solomon. “The issue

An employee drives a Tesla Motors Inc. Model S electric automobile, equipped with Autopilot hardware and software, hands-free on a highway. Jasper Juinen | Bloomberg | Getty Images Tesla has lost nearly a third of its value this year but Morgan Stanley believes there are some pieces of Elon Musk’s company that investors do not

In this May 2, 2019, file photo Beyond Meat CEO Ethan Brown, center, watches as his company’s stock begins to trade following its IPO at Nasdaq in New York. Mark Lennihan | AP Short-sellers lost $398 million betting against Beyond Meat through Friday, according to research S3 Partners. And those losses got bigger on Monday as the

Ethan Brown, founder and chief executive officer of Beyond Meat Inc., center, rings the opening bell during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York, U.S., on Thursday, May 2, 2019. Michael Nagle | Bloomberg | Getty Images Beyond Meat‘s stock continues to skyrocket and even the most optimistic Wall

President Donald Trump criticized the Federal Reserve on Monday for raising interest rates too quickly and giving the Chinese an upper hand in trade negotiations. “They devalue their currency, they have for years: It’s put them at a tremendous competitive advantage. And we don’t have that advantage because we have a Fed that doesn’t lower

President Donald Trump tours the area around the U.S.-Mexico border wall in Calexico, California, U.S., April 5, 2019. Kevin Lemarque | Reuters First, China. Now, Mexico. And Wall Street analysts scrambling to quantify the impact of tariffs on the companies they cover are beginning to feel like its Groundhog day. President Donald Trump opened a

May’s overall job growth disappointed, but there were pockets of strength with strong hiring in the health care, computer and digital design and food service industries. The Labor Department’s Friday report on the employment situation also showed a decline in retail positions while manufacturing continued to added to a string of lackluster prints. CNBC studied

Tech titans or falling knives? FANG — Wall Street’s widely used acronym for Facebook, Amazon, Netflix and Google parent Alphabet — has lost nearly half a trillion dollars in market value since each stock’s 52-week high. Alphabet has been the biggest loser, shedding $173 billion since April. As regulators set their sights on big tech,

Chipotle Mexican Grill food catering. Adam Jeffery | CNBC Here are the biggest calls on Wall Street on Friday: Baird named Chipotle a ‘positive fresh pick’ Baird said it likes the stock for “near and long-term horizons.” “Based on the pullback in the stock relative to the April-May highs, combined with our incrementally positive view

Stanley Druckenmiller Katie Kramer | CNBC Billionaire investor Stanley Druckenmiller went after President Donald Trump and lawmakers on Friday for attacking big technology companies. “We are attacking our companies that are the leaders in this stuff. But man, it’s great. We’re supporting our steel industry, our coal industry, [and] our aluminum industry. Way to think about the

Billionaire hedge fund manager Stanley Druckenmiller said Friday he doesn’t have a problem with a higher capital gains tax. “I don’t really think capital gains promote investment as much as advertised out there. It’s hard for me to believe that Larry Page, Mark Zuckerberg and Jeff Bezos would have said, ‘Oh my God, the capital

Billionaire hedge fund investor Stanley Druckenmiller said Friday that mounting corporate debt puts the U.S. in bad shape in the event of a recession. Druckenmiller believes the Fed should have raised rates more in 2016 when it had the chance. By not raising borrowing costs, it caused corporate debt to balloon to $10 trillion and

A monitor displays Snap Inc. signage on the floor of the New York Stock Exchange (NYSE) in New York. Michael Nagle | Bloomberg | Getty Images Shares of Snap jumped more than 7% on Thursday after Pivotal Research upgraded the stock.  Pivotal Research increased its rating on the stock to buy from hold and hikes the

Scrutiny from federal regulators will likely have a chilling effect on mega deals from some of the world’s most valuable companies. While a bulk of Wall Street analysts have said that possible antitrust probes into Facebook, Apple, Google’s parent company Alphabet and Amazon won’t result in actual breakups, it could hurt their ability and appetite

There’s one major thing that could make Boeing shares bounce, according to wealth manager Mark Tepper. The aircraft manufacturer has been under pressure since global airlines grounded all 737 Max planes following a second deadly crash of that model in under five months. On Monday, Boeing CEO Dennis Muilenburg told CNBC the company was aiming to have

Workers assemble cars on the line at Tesla’s factory in Fremont. David Butow (Photo by David Butow/Corbis via Getty Images) David Butow | Corbis News | Getty Images A key metric for Tesla’s sales bounced back in the spring after a disappointing first quarter, but the company will need consistent strong performance to return its

Albert Edwards Rukhsana Hamid | Bloomberg | Getty Images There are contrarian indicators and then there are contrarian indicators — and then there’s Albert Edwards, the pessimistic Societe Generale market analyst who thinks his dethronement as the top-ranked advisor in one survey is a sign that investors ought to watch. In an analysis both cheeky