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Analyst Interviews

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.

SunMicrosystems co-founder and Harvard-trained economist Scott McNealy told CNBC Tuesday that the Fed should be abolished. Peter Boockvar, chief market analyst at The Lindsey Group, also weighed in on the Fed's next move.

Pop in Disney after announcing buyback     Thu, 12 Sep '13 | 2:00 PM ET

Disney is planning a big stock repurchase, with CNBC's Bob Pisani and Julia Boorstin. Richard Greenfield, BTIG analyst, discusses the company's confidence.

LULU: Downward facing stock     Thu, 12 Sep '13 | 11:00 AM ET

Oliver Chen, Citigroup analyst, and Jaime Katz, Morningstar analyst, have the play on the apparel retailer as shares tumble after the company cut its full-year forecast.

Facebook shares hit new record high     Thu, 12 Sep '13 | 10:07 AM ET

Victor Anthony, Topeka Capital Markets analyst, and Aaron Kessler, Raymond James analyst, discuss what CEO Mark Zuckerberg is doing right and where they see the stock going from here.

Icahn: Apple buy a 'no-brainer'     Thu, 12 Sep '13 | 7:44 AM ET

Robert Cihra, Evercore Partners analyst, provides his play on Apple after billionaire investor Carl Icahn upped his stake in the tech giant.

BTIG downgrades Netflix     Wed, 11 Sep '13 | 2:34 PM ET

Netflix hit a new high this morning, Rich Greenfield, BTIG, discusses why he downgraded the stock. And CNBC contributor Herb Greenberg weighs in.

Apple's rotten day     Wed, 11 Sep '13 | 2:01 PM ET

CNBC's Jon Fortt breaks down problems Apple consumers and investors are seeing following the company's event yesterday. CNBC contributor Herb Greenberg, and Gene Munster, Piper Jaffray, weigh in.

Analyst targets Apple at $600     Wed, 11 Sep '13 | 11:03 AM ET

Toni Sacconaghi, Bernstein analyst provides his outlook on the tech giant and explains why he still maintains an "outperform" rating on the stock.

Inside the world of banking     Wed, 11 Sep '13 | 6:41 AM ET

Jason Goldberg, Barclays analyst, provides an inside view of what bankers are talking about as the financial sector gains strength after the 2008 crisis.

iPhone 5C: Not cheap enough?     Tue, 10 Sep '13 | 5:15 PM ET

Can Netflix climb higher? "Fast Money" trader discusses his winning trade. Peter Misek, Jefferies & Co., weighs in on whether the new iPhone 5C is cheap enough for the emerging markets.

Apple event: What we know     Tue, 10 Sep '13 | 2:40 PM ET

CNBC's Jon Fortt and Brian Sullivan discuss Apple's new products with Piper Jaffray's Gene Munster.

Big day for Apple     Tue, 10 Sep '13 | 8:13 AM ET

Tom Forte,Telsey Advisory Group, and Andrew Tonner, The Motley Fool, share their thoughts on Apple's new iPhones and possible distribution deal in China, ahead of the tech giants big announcement later today.

What's in Apple's pipeline?     Mon, 9 Sep '13 | 5:00 PM ET

The Dow is back above 15,000. Dissecting the day's major business news, with the "Fast Money" traders; and Peter Misek, Jefferies, shares his expectations for Apple's big event on Tuesday.

Analyze the Analysts!     Mon, 9 Sep '13 | 1:10 PM ET

Jim Iuorio, TJM Institutional Services, takes a look at the latest analyst calls. Goldman Sachs says Target faces tough strategic positioning and has resumed a neutral call on the stock.

Megan McGrath of MKM Partners and Robert Wetenhall from RBC Capital Markets disclose their top housing plays.

Apple to go faster and cheaper?     Mon, 9 Sep '13 | 10:17 AM ET

Walter Piecyk, BTIG analyst, and Glen Yeung, Citigroup analyst, provide a preview of Tuesday's big Apple product event, and discuss the likelihood the tech giant will unveil two new iPhones.

Dollar General up on strong sales     Wed, 4 Sep '13 | 10:04 AM ET

The discount retailer is reporting better than expected Q2 earnings. Joe Feldman, Telsey Advisory Group, offers his analysis of the report.

CLSA downgrades Coke     Tue, 3 Sep '13 | 2:46 PM ET

Caroline Levy, CLSA beverage and household products analyst shares her concern for Coca-Cola's defense of aspartame.

Analyze the Analysts!     Tue, 3 Sep '13 | 1:24 PM ET

CNBC contributor Abigail Doolittle takes a look at the latest analyst calls. Canaccord Genuity downgraded Williams-Sonoma, citing ongoing margin pressure.

Microsoft's 'dangerous' deal     Tue, 3 Sep '13 | 8:27 AM ET

Brendan Barnicle of Pacific Crest Securities addresses whether Microsoft had to buy a hardware company to keep its Windows business relevant and calls it a risky deal for the software giant.

Verizon doubles down     Tue, 3 Sep '13 | 7:42 AM ET

Todd Rethemeier, Hudson Square Research, discusses the Verizon Vodafone deal and whether Verizon is late to the party. Does Vodafone become a takeover target now?

Microsoft-Nokia fallout     Tue, 3 Sep '13 | 7:03 AM ET

Daniel Ernst, Hudson Square Research, discusses the pluses and minuses of Microsoft's acquisition of Nokia's mobile handset business, and what it means to company's like BlackBerry.

Matthew Boss, JPMorgan analyst, breaks down the warehouse retailer's second quarter results and discusses his "neutral" rating on the stock and $32 price target.

CBS/TWC's amazing licensing race     Fri, 30 Aug '13 | 7:43 AM ET

Jaison Blair, Telsey Advisory Group analyst, discusses what's at stake in the ongoing fee debate between Time Warner Cable and CBS, and the likelihood of the FCC becoming involved in the dispute.

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CEO Interviews

  • CNBC's David Faber speaks to Meg Whitman, Hewlett-Packard CEO, about the company's M&A position. We are now in a place where we can comfortably do M&A, but want to be thoughtful about it, says Whitman.

  • Meg Whitman, Hewlett-Packard CEO, discusses HP's 3-D printing plans. Whitman says HP is doing 3-D printing, but going to take the enterprise side rather than the consumer side.

  • Hewlett-Packard CEO Meg Whitman, addresses the lack of revenue growth in HP's printing business. Whitman says she sees stabilization in ink & toner, and HP is now the leader in multifunction printers.