Apple, Tesla, Uber, Roku, Caterpillar

Here are Wednesday’s biggest calls on Wall Street: Morgan Stanley reiterates Tesla as overweight Morgan Stanley said in a note Tuesday night that it sees “risk and opportunity” for Tesla in China. “The race for global EV battery dominance goes hand-in-hand with geopolitics and national security. Tesla is highly exposed to both the risk and … Read more

Stocks head into August with a tailwind, as investors await jobs data and a slew of earnings

From Caterpillar to Amgen, dozens of large companies report earnings in the coming week, but it may be big economic data, like Friday’s jobs report, that takes over as a major market catalyst. Monthly employment reports are always important, but the next few may be even more so. Federal Reserve Chairman Jerome Powell made it … Read more

How fund manager Dan Katz Fund manager is trading deglobalization

For decades, globalization has been an established part of the global economic system, but fund manager Dan Katz believes its unravelling could reshape the global economy. He tells CNBC how he’s navigating the new economic order. “The story of the last 30 years has really been a story of increasing globalization and efficiency throughout the … Read more

These stocks could be cheap buys for the long term even if a recession hits

As recession fears grow on Wall Street, CNBC Pro found stocks that are cheap even in an economic slowdown. The major averages are heading for a losing week on Friday. Investors are concerned that this week’s announcement of the most aggressive rate increase since 1994 by the Federal Reserve could tip the economy into a … Read more

Salesforce, Delta, Albemarle and more

Pedestrians pass in front of the Salesforce Tower in New York. Victor J. Blue | Bloomberg | Getty Images Check out the companies making headlines in midday trading. Salesforce – Shares of the enterprise-software maker jumped nearly 10% after the company’s stronger-than-expected quarterly earnings report. Salesforce also lifted its full-year earnings guidance, but reduced its … Read more

Buy fertilizer stocks on supply outlook beyond 2023, Barclays says

Fertilizer and agricultural supply stocks will continue to get a boost from supply challenges that last beyond 2023, according to Barclays. Analyst Benjamin M. Theurer initiated research coverage of Corteva and Nutrien with overweight ratings, saying in a Wednesday note that demand will remain strong for agricultural products. “We see lasting supply / demand tightness … Read more

Unlike Walmart and Target, these stocks do well when inflation is high

As rising costs crimp corporate profits and curb consumer demand, certain stocks have a track record of performing well during periods of faster inflation. Inflation is at generational highs. The April consumer price index jumped 8.3% from the prior year, about a 40-year high. A pair of disappointing quarterly reports this week from big-box retailers … Read more

Eric Jackson likes these agriculture and nuclear stocks, shares his favorite beaten-down tech names

Agriculture technology and nuclear stocks are set to benefit as the global economy reels from Russia’s invasion of Ukraine, according to Eric Jackson.

The war in Ukraine has caused chaos in agriculture markets, making investing a tricky proposition

The price for wheat, corn and fertilizer has shot higher since the invasion of Ukraine, putting serious pressure on the world’s agricultural system.