Investment strategy

3 takeaways from Wednesday’s ‘morning meeting’ of the Investing Club

3 takeaways from Wednesday’s ‘morning meeting’ of the Investing Club

Every weekday, the CNBC Investing Club hosts a “Morning Meeting” live stream with Jim Cramer at 10:20 am ET. Here’s a recap of Wednesday’s key moments. Financials gain as inflation cools Quick mentions: LIN, CRM, WYNN Disney needs to talk about more than streaming 1. Financials are big winners today Stocks rose on Wednesday after …

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How to invest in the comprehensive climate and health package that could soon become law

How to invest in the comprehensive climate and health package that could soon become law

The Senate just passed the most ambitious climate spending package ever, and there are a variety of companies across the renewable energy ecosystem that could benefit. Solar power and other clean energy providers, as well as electric vehicle manufacturers and some energy and healthcare companies, will benefit from the massive bill. The Inflation-Reducing Act, passed …

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We expected more from AMD’s earnings, but our investment thesis remains unchanged

We expected more from AMD’s earnings, but our investment thesis remains unchanged

Advanced Micro Devices (AMD) reported better-than-expected second-quarter results after the market close on Tuesday. According to FactSet, revenue grew 70% year over year to $6.55 billion, beating estimates of about $6.53 billion. Adjusted gross margins increased 640 basis points year over year to 54%, beating expectations of about 53.5%. And adjusted earnings per share rose …

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Malaysian sovereign wealth fund Khazanah explains why it didn’t invest in Grab

Malaysian sovereign wealth fund Khazanah explains why it didn’t invest in Grab

Malaysia’s sovereign wealth fund Khazanah Nasional has defended its decision not to invest early in Southeast Asia’s ride-hailing and food delivery super app Grab. Chief investment officer Azmil Zahruddin told CNBC the fund’s investment strategy is to focus on big investments — not outright startup deals. Treasure could not strike an early deal to fund …

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3 takeaways from the Investing Club’s “morning meeting” on Friday

3 takeaways from the Investing Club’s “morning meeting” on Friday

Every weekday, the CNBC Investing Club hosts a “Morning Meeting” live stream with Jim Cramer at 10:20 am ET. Here’s a recap of Friday’s key moments. Banks could benefit from larger rate hike Eli Lilly’s quarter saw failures, new drugs Quick mentions: STZ, AMZN, MRVL 1. Banks could benefit from larger rate hike Nonfarm payrolls …

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