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@CNBCPro

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Joined May 2009
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The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO cnbc.com/2026/11/13/stock-ma…
The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO

The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO

There are two potential catalysts next week that could either revive or help snuff out the tech recovery.

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Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch cnbc.com/2026/11/13/nvidia-c…
Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch

Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch

Some chipmakers stand to benefit from Nvidia's fallout, but other AI companies face pressure

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Is a bottom in for the Nasdaq-100? Charts to watch cnbc.com/2026/11/13/is-a-bot…
Is a bottom in for the Nasdaq-100? Charts to watch

Is a bottom in for the Nasdaq-100? Charts to watch

Frank Cappelleri of CappThesis looks at several charts to help answer that question.

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This drug wholesaler's transformation is paying off. Here's why the stock still looks attractive cnbc.com/2026/11/13/mckesson…
This drug wholesaler's transformation is paying off. Here's why the stock still looks attractive

This drug wholesaler's transformation is paying off. Here's why the stock still looks attractive

The largest of America's three big drug wholesalers has outperformed the market this year, but is trading at a discount to its five-year median multiple.

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How Apple became the safe ‘Costco’ of tech. Bernstein says keep buying cnbc.com/2026/11/13/how-appl…
How Apple became the safe ‘Costco’ of tech. Bernstein says keep buying

How Apple became the safe ‘Costco’ of tech. Bernstein says keep buying

Apple's safe have status has driven its multiples to all-time highs, bringing it in line with some high quality consumer stocks

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HSBC downgrades Nvidia, says stock to struggle until new CEO named cnbc.com/2026/11/13/hsbc-dow…
HSBC downgrades Nvidia, says stock to struggle until new CEO named

HSBC downgrades Nvidia, says stock to struggle until new CEO named

Analyst Frank Lee downgraded the chipmaker to hold from buy.

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What Nvidia dip buyers need to worry about cnbc.com/2026/11/13/what-nvi…
What Nvidia dip buyers need to worry about

What Nvidia dip buyers need to worry about

An opportunity to buy Nvidia at these levels would have been a dream for many investors not long ago. Now, they may want to proceed with more caution.

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Here are Friday's biggest analyst calls: Nvidia, SpaceX, Deckers, Broadcom, CoreWeave, Palo Alto Networks & more cnbc.com/2026/11/13/top-frid…
Here are Friday's biggest analyst calls: Nvidia, SpaceX, Deckers, Broadcom, CoreWeave, Palo Alto...

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Deckers, Broadcom, CoreWeave, Palo Alto...

Here are the biggest calls on Wall Street on Friday.

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This water technology stock is set to get a big boost from AI, says Wells Fargo cnbc.com/2026/11/13/ecolab-w…
This water technology stock is set to get a big boost from AI, says Wells Fargo

This water technology stock is set to get a big boost from AI, says Wells Fargo

Ecolab has more room to run as the AI buildout boosts demand for its direct-to-chip cooling solutions and other services, per Wells Fargo.

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This cybersecurity stock is down nearly 20% over the past month. KeyBanc says it's a buy cnbc.com/2026/11/13/palo-alt…
This cybersecurity stock is down nearly 20% over the past month. KeyBanc says it's a buy

This cybersecurity stock is down nearly 20% over the past month. KeyBanc says it's a buy

The bank upgraded the cybersecurity stock to overweight from sector weight.

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Stocks could be in for a rude awakening if the Fed hikes rates more than expected cnbc.com/2026/11/12/stocks-c…
Stocks could be in for a rude awakening if the Fed hikes rates more than expected

Stocks could be in for a rude awakening if the Fed hikes rates more than expected

"The Fed is the real risk going out in the intermediate term," one strategist said.

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Watch these levels to know if Nasdaq-100 is set to break out cnbc.com/2026/11/12/watch-th…
Watch these levels to know if Nasdaq-100 is set to break out

Watch these levels to know if Nasdaq-100 is set to break out

Todd Gordon breaks down the charts in a confusing market.

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This identity verification leader is growing beyond airports — and investors are noticing cnbc.com/2026/11/12/clear-se…
This identity verification leader is growing beyond airports — and investors are noticing

This identity verification leader is growing beyond airports — and investors are noticing

Clear Secure is pairing membership growth in its airport business with fast-rising Clear1 bookings, strengthening its investment case.

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Stephanie Link is getting out of Nvidia and buying this chipmaker instead cnbc.com/2026/11/12/stephani…
Stephanie Link is getting out of Nvidia and buying this chipmaker instead

Stephanie Link is getting out of Nvidia and buying this chipmaker instead

Investor Stephanie Link told CNBC on Thursday that she sold her shares of Nvidia and is scooping up Micron Technology instead.

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Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks cnbc.com/2026/11/12/buy-nvid…
Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks

Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks

The Freedom Capital head of technology research noted that the stock with Thursday's decline is trading at just 10 times fiscal 2028 earnings estimates from analysts.

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This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades cnbc.com/2026/11/12/this-jos…
This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades

This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades

Josh Brown and Sean Russo break down this name on their list.

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Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer cnbc.com/2026/11/12/tom-lee-…
Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer

Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer

"We are sticking with the thesis that Technology stocks bottomed last week," the head of research at Fundstrat wrote.

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AMD upgraded because it will benefit from Nvidia's 'leadership vacuum' cnbc.com/2026/11/12/amd-upgr…
AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

AMD is likely to benefit as Nvidia stumbles in the midst of a scandal involving Jensen Huang, its long-time CEO and co-founder, according to William Blair.

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Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more cnbc.com/2026/11/12/big-wall…
Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are the biggest calls on Wall Street on Thursday.

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Wall Street braces for Nvidia rout following Huang scandal cnbc.com/2026/11/11/wall-str…
Wall Street braces for Nvidia rout following Huang scandal

Wall Street braces for Nvidia rout following Huang scandal

Analysts say that shares could drop by 20% or more if Huang leaves the company.

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