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Analyst Interviews

Winter weather stalls Macy's earnings     Tue, 25 Feb '14 | 8:23 AM ET

Macy's beat is on the margins, says Matthew Boss, JPMorgan analyst, breaking down the retailer's Q4 results and explaining why investors should consider buying the stock on the dip.

Home Depot reports Q4 earnings beat     Tue, 25 Feb '14 | 6:07 AM ET

Brian Nagel, Oppenheimer senior equity analyst, breaks down the numbers on the home improvement retailer's quarterly results. This winter's harsh weather could turn into a positive for the company, says Nagel.

Ford picks BlackBerry for sync system     Mon, 24 Feb '14 | 2:14 PM ET

Why Ford is choosing BlackBerry over Microsoft to power its sync voice-activated system, with Daniel Ives, FBR Capital Markets senior analyst, and CNBC's Jon Fortt.

Cai Von Rumohr of Cowen and Co. discusses the likelihood Congress will support Defense Secretary Chuck Hagel's proposed defense cuts.

Netflix strikes deal with Comcast     Mon, 24 Feb '14 | 7:02 AM ET

Richard Greenfield, BTIG analyst, discusses whether Netflix's deal to pay Comcast for faster speeds for video services will interfere with Comcast's plans to acquire Time Warner.

I've been a bull on this stock for six years straight, says Mark Mahaney, RBC Capital Markets, explaining why he thinks the company is one of the "best assets in the Internet space."

Mark Mahaney, RBC Capital Markets, explains why he cut his rating on Groupon. I think they are getting away from the core of where their business should be, says Mahaney.

Analyst downgrades Apple after 10 years     Thu, 20 Feb '14 | 11:40 AM ET

Ben Reitzes, Barclays senior IT hardware analyst, has downgraded Apple from overweight to equal weight, saying that it remains too focused on hardware, specifically iPhones.

Facebook has bought messaging service WhatsApp for $16 billion. Both Arvind Bhatia, Sterne Agee senior research analyst, and Brian Nowak, Susquehanna senior analyst, are positive on the deal.

WhatsApp-ing with Facebook?     Thu, 20 Feb '14 | 7:06 AM ET

This really gives Facebook a tremendous share of time spent on mobile devices, says Rich Greenfield, BTIG analyst, sharing his thoughts on whether Facebook's $16 billion bet will pay off.

It all depends on when the weather cracks, says Brian Nagel, Oppenheimer & Co. analyst, providing perspective on how retailers like Home Depot and Lowe's will likely weather the harsh winter.

Facebook buying WhatsApp in $16B deal     Thu, 20 Feb '14 | 6:11 AM ET

Bob Peck, SunTrust Robinson Humphrey analyst, discusses Facebook's acquisition of messaging startup WhatsApp. The price they're paying is about $42 dollars per user, it's not a bad deal, says Peck.

Ways to play the cold weather     Wed, 19 Feb '14 | 2:21 PM ET

The best ways to play winter weather, with Patrick Kaser, Brandywine Global managing director, and Brian Lazorishak, Chase Midcap Growth Fund senior quantitative analyst.

Tesla revenues can double: Analyst     Wed, 19 Feb '14 | 11:45 AM ET

Discussing the big year for Tesla, with Efraim Levy, S&P Capital senior automotive industry analyst.

Transports skid into nasty winter     Wed, 19 Feb '14 | 6:53 AM ET

Donald Broughton, Avondale Partners analyst, explains how severe winter weather is impacting the transports. There may be an opportunity to buy some of these stocks at a discount, says Broughton.

Discussing how critical weather is to Coke's performance, and the company's Q4 earnings, with William Schmitz, Deutsche Bank analyst.

Discussing confidence in Netflix's Reed Hastings, and how its profits stack up against HBO's profits, with Richard Greenfield, BTIG media and tech analyst.

Airlines thawing out     Fri, 14 Feb '14 | 2:13 PM ET

CNBC's Phil LeBeau reports the impact winter weather is having on airlines. Hunter Keay, Wolfe Research, provides insight.

Pax's impact on airlines     Fri, 14 Feb '14 | 6:24 AM ET

Savanthi Syth, Raymond James analyst, provides perspective on how the airlines have fared during the deep freeze, and its likely impact on airline earnings.

Scott Thompson, FBR Capital Markets analyst has the break down on the tech giants quarterly results. They will have to change the way they grow, says Thompson.

Bad news priced in McDonald's: Analyst     Mon, 10 Feb '14 | 10:35 AM ET

When investors might be able to expect a rebound in McDonald's sales, with Jeff Bernstein, Barclays senior restaurant analyst, and R.J. Hottovy, Morningstar senior restaurant analysts.

The 'frozen consumer'     Mon, 10 Feb '14 | 8:44 AM ET

What's keeping the average consumer inside, with Chris Horvers, JPMorgan retail hardlines analyst.

Discussing Apple's $14 billion buyback and plans for innovation, with Walter Piecyk, BTIG wireless research analyst. CNBC's Jon Fortt weighs in.

Dissecting LinkedIn's earnings report and guidance miss, with Piper Jaffray's Gene Munster.

Breaking down Twitter's earnings data, and whether investors should trust the company can re-accelerate its user growth data, with Mark Mahaney, RBC internet analyst.

Eric Jackson, founder and managing member of Ironfire Capital, and Cowen & Co. analyst John Blackledge discuss Twitter's decelerating growth. CNBC's Jon Fortt provides insight.

Discussing the film "Frozen" and Disney's broadcast and cable business, with Vasily Karasyov, Sterne Agee senior analyst.

Coke takes stake in Green Mountain     Thu, 6 Feb '14 | 10:07 AM ET

John Faucher, JPMorgan senior analyst, and Jonathan Feeney, Janney Montgomery Scott senior analyst, provide analysis on Coca-Cola's partnership with Green Mountain Coffee.

"One of our primary concerns has been related to user and engagement growth," says Scott Kessler, senior equity analyst at S&P Capital IQ, and Colin Sebastian, senior research analyst at RW Baird, discuss Twitter's downside and concerns.

Anthony DiClemente, Nomura senior analyst, provides analysis of the social media company's disappointing quarter as declining user growth worries investors. We would prefer shares of Facebook versus Twitter at this time, says DiClemente.

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CEO Interviews

  • The World Health Organization will send thousands of doses of NewLink's experimental Ebola vaccine to West Africa in January. Dr. Charles Link, NewLink Genetics Chairman, CEO & Chief Scientific Officer, provides insight to supply capabilities, as well as the company's $1 billion deal with Roche.

  • Airline stocks are higher on news a new round of air fare hikes has stuck. Sorting through how airline prices work, with Michael Boyd, The Boyd Group Chairman, and Rick Seaney, FareCompare.com CEO.

  • Spencer Rascoff, Zillow CEO, breaks down recent housing data and discusses the overall state of the housing market.