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Analyst Interviews

Soft drink sales fizzle     Fri, 4 Oct '13 | 2:49 PM ET

In a new note JPMorgan says the North American soft drink category is putting up its worst performance ever. John Faucher, JPMorgan, explains what this may mean for big soda players like Coke.

Rough seas ahead for Carnival?     Fri, 4 Oct '13 | 10:52 AM ET

C. Patrick Scholes, SunTrust lodging and cruise line analyst, explains why he has a "sell" rating on the cruise line and whether the company will be able to turn the tide.

Will US debt get a downgrade?     Fri, 4 Oct '13 | 6:41 AM ET

Marie Cavanaugh, S&P lead U.S. sovereign rating analyst, discusses the likelihood of downgrading Uncle Sam's credit rating.

Tesla: Too far, too fast?     Wed, 2 Oct '13 | 11:54 AM ET

Tesla shares have soared nearly 450 percent his year. Has the stock risen too fast? Ben Kallo of Robert W. Baird weighs in.

Buy on weakness: Professor Siegel     Tue, 1 Oct '13 | 2:05 PM ET

CNBC's John Harwood reports on the Republicans strategy as the government remains shut down; and what the market's biggest fear is amid the shutdown, with Professor Jeremy Siegel of Wharton School, and Kim Caughey Forrest of Fort Pitt Capital Group.

Discussing the impact on the markets if the U.S. government goes into a shutdown, with Edward Mills, FBR senior analyst. "A government shutdown brings forward the debate on the debt limit," he says.

CNBC's Seema Mody reports BlackBerry CEO Thorsten Heins could rake in $55 million if the company is sold or his job is terminated; and Brian Colello of Morningstar, thinks the company wanted to offer a pay package to avoid another CEO shift.

JC Penney treading water     Fri, 27 Sep '13 | 1:00 PM ET

CNBC contributor Stacey Widlitz says the retailer's priority should not be online but getting people back in stores.

AMC beyond 'Breaking Bad'     Fri, 27 Sep '13 | 11:50 AM ET

The series finale of AMC's "Breaking Bad" airs this Sunday. Rich Tullo, Albert Fried & Company, and Alexia Quadrani, JPMorgan, discuss how the network will likely perform without the hit show.

Nike 'just did it' on earnings     Fri, 27 Sep '13 | 11:42 AM ET

The new Dow component, Nike, is trading at all-time highs after posting stronger than expected earnings and revenues. Sam Poser, Sterne Agee, explains his newly upgraded "buy" rating on the stock.

Jim Moorman, S&P Capital IQ analyst, explains why he has a $9.50 price target on the smartphone maker. And Mark McKechnie, Evercore Partners analyst, shares his thoughts on BlackBerry's future.

JC Penney seeks to raise new capital     Fri, 27 Sep '13 | 10:10 AM ET

Michael Binetti, UBS analyst, weighs in on whether there is any hope for the retailer, as the stock comes under serious pressure. It's going to be very "tricky" for the company to get customers back into the stores.

Will the consumer kill the rally?     Wed, 25 Sep '13 | 5:00 PM ET

Dissecting the retail industry, and what the trade on the consumer is now ahead of the holiday quarter, with the "Fast Money" traders, and Chris Horvers, JPMorgan.

CNBC's Jon Fortt talks with Amazon CEO Jeff Bezos about the company's new initiative to "be interesting." And Mark Mahaney, RBC Capital Markets analyst, shares his thoughts on Amazon's new lineup of Kindle Fire tablets.

Patrick Ho, Stifel Nicolaus analyst, discusses why he thinks Applied Materials will benefit from the deal and the financial and cultural issues the two companies will likely encounter in the merger.

Analyze the Analysts!     Mon, 23 Sep '13 | 1:12 PM ET

JJ Burns, president and CEO of JJ Burns & Company, takes a look at the latest analyst calls. Credit Suisse upgraded BlackBerry to neutral despite the company saying it will post about a $1 billion loss.

Jason Helfstein, Oppenheimer & Co. internet analyst, explains why shares of the video streaming company are trading lower despite becoming the first web-only series to win an Emmy award.

It's going to have to "prove" itself in the market because "cool technology" isn't quite enough to find its niche inthe market, said Rick Sherlund, Nomura Securities analyst, discussing what the new device could mean for the embattled computer maker's future.

Will Randow, Citi analyst, provides his outlook on home builders after the Fed announced it was not tapering its asset-buying program right now.

Richard Greenfield, BTIG analyst, discusses the future of Netflix and television, amid growing competition for viewers.

BlackBerry reported preliminary earnings revealing they will lay off 40 percent of their global work force. CNBC's Seema Mody reports. And Colin Gillis, BGC Financial, weighs in.

Darden drops on earnings miss     Fri, 20 Sep '13 | 2:51 PM ET

Darden's stock plunged on a disappointing earnings report. Bob Derrington, Wunderlich, provides perspective.

Darden earnings disappoint; shares drop     Fri, 20 Sep '13 | 10:43 AM ET

Analysts Jeffrey Bernstein of Barclays and Matthew DiFrisco of Lazard Capital Markets discuss what's likely driving sales lower at Olive Garden and Red Lobster, and where they see a turnaround in the restaurant sector.

How 'grand' is Priceline?     Thu, 19 Sep '13 | 2:48 PM ET

Priceline won the race to $1,000 per share. Ronald Josey, JPM Securities, breaks down the travel site's stock.

Oracle shares fall on weak outlook     Thu, 19 Sep '13 | 10:15 AM ET

Brent Thill, UBS analyst, has the play on the software giant's cash flow/earnings story and provides an update on Microsoft.

Dan Morgan, Synovus Trust, provides instant analysis to Oracle's earnings. "Oracle seems pretty fairly valued, and we are holding our position," he says.

Does FedEx deliver?     Wed, 18 Sep '13 | 10:08 AM ET

Benjamin Hartford, Robert W. Baird analyst, and Donald Broughton, Avondale Partners analyst, break down the delivery company's quarter results and discuss their opposing play on the stock.

Arthur Hatfield, Raymond James transportation analyst, provides a preview of FedEx's fiscal year first quarter earnings and explains how excess capacity will likely produce "anemic" numbers as compared to a year ago.

Getting more bullish on airlines: Pro     Tue, 17 Sep '13 | 11:22 AM ET

Boeing is celebrating the first flight of its newest version of the 787 Dreamliner, reports CNBC's Phil LeBeau. And Jamie Baker, JPMorgan analyst, explains why he is raising Delta and US Airways to "overweight."

Where are them Apples?     Tue, 17 Sep '13 | 11:05 AM ET

Abhey Lamba, Mizuho Securities USA, and Alex Gauna, JMP Securities, provide an outlook on Apple's product cycle and the outlook for the stock and tech sector.

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CEO Interviews

  • Kelly King, BB&T chairman and CEO, reacts to the role mortgage lending played in its weak quarterly report. King says the current yield curve reflects a slow economy.

  • "The trend of mobility and continuing growth of smartphones worldwide is really helping," says Sanjay Mehrotra, SanDisk CEO, explaining what is driving earnings and growth at SanDisk. CNBC's Jon Fortt reports.

  • CNBC's David Faber speaks with Sabre CEO Tom Klein about the company's mobile growth plans and transitioning from a private to a public company.

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