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Analyst Interviews

Channel checks suggest Apple's core suppliers are expecting a 20 percent cut in orders, Brian Blair of Wedge Partners says.

Apple to Slash iPhone Production?     Mon, 8 Jul '13 | 5:45 PM ET

Shares of Apple are under pressure after Brian Blair, Wedge Partners analyst, said he was cutting his iPhone production forecast for the second half of the year by 20 percent.

Analyze the Analysts!     Mon, 8 Jul '13 | 1:07 PM ET

Michael Yoshikami, Destination Wealth Management, takes a look at the latest analyst calls, including an Intel downgrade at Evercore Partners.

Will Deadly Crash Impact Boeing?     Mon, 8 Jul '13 | 7:42 AM ET

Howard Rubel, Jefferies analyst, shares his thoughts about the investigation into this weekend's crash and what it may mean for Boeing.

How to Play the 10-Year Move     Fri, 5 Jul '13 | 1:24 PM ET

Jeff Kilburg, KKM Financial, takes a look at how to play the 10-year in the current environment, with Jim Iuorio, TJM Institutional Services.

Is there complacency in the Brent market? Sterling Smith, Citi analyst, discusses WTI, the reasons for the oil market rally, and concerns over the situation in Egypt.

What's Holding Wal-Mart Back?     Tue, 2 Jul '13 | 2:52 PM ET

Budd Bugatch, Raymond James analyst, upgraded Wal-Mart to outperform. "Wal-Mart is a fascinating company to follow, but there are things they can always do better" he says.

What Makes Dunkin' Brands a Buy?     Tue, 2 Jul '13 | 2:45 PM ET

Shares of Dunkin' Brands are up 32 percent this year. Matt DiFrisco, senior analyst at Lazard Capital Markets, explains why the stock is a buy.

Ed Maguire, CLSA analyst, discusses how the change in management at the tech giant is likely part of its restructuring plans to transition into a service company and grow its cloud business.

Dan Ernst, Hudson Square Research, runs through the smartphone maker's key numbers and discusses whether the BlackBerry's Z10 is living up to Wall Street's expectations.

Retail on the Radar for 2013     Fri, 28 Jun '13 | 6:32 AM ET

CNBC's Courtney Reagan has the back-to-school outlook in retail, and Piper Jaffray analyst Peter Keith provides his top retail plays for the second half.

Time to Pounce on BlackBerry?     Thu, 27 Jun '13 | 10:43 AM ET

Analysts Gus Papageorgiou of Scotia Capital and Abhey Lambaat at Mizuho Securities debate which tech giant—Apple or BlackBerry—will likely bear fruit for your portfolio.

Top 3 Trades for Tomorrow     Wed, 26 Jun '13 | 5:45 PM ET

How to play the BlackBerry ahead of its earnings data, and a look at Vangaurd MSCI Europe ETF, with the "Fast Money" traders; and tracking the hottest stocks of the year, with Ben Kallo of R.W. Baird. Kallo has a $118 price target on Tesla.

Rising Rates Present Headwinds For Banks     Wed, 26 Jun '13 | 10:10 AM ET

Gerard Cassidy, RBC Capital Markets lead bank analyst, explains how a jump in interest rates will likely impact bank stocks.

Analyst Positive on Hewlett-Packard     Mon, 24 Jun '13 | 5:45 PM ET

What's behind Hewlett-Packard's big run, with Toni Sacconaghi, Sanford Bernstein. Sacconaghi has a $29 price target with an outperforming rating on the stock.

Analyze the Analysts!     Mon, 24 Jun '13 | 1:24 PM ET

Jim Iuorio, TJM Institutional Services, takes a look at the latest analyst calls, including Morgan Stanley's downgrade of Zynga.

Time to Bet Against Financials?     Mon, 24 Jun '13 | 10:09 AM ET

Jason Goldberg, Barclays analyst, provides insight on how the jump in the 10-year Note is impacting bank stocks.

Technical Play on Markets and Gold     Fri, 21 Jun '13 | 10:32 AM ET

Mark Newton, Greywolf Execution Partners analyst, focuses on what the charts are showing about price volatility in precious metal and stocks.

Oracle Skids as Q4 Disappoints     Fri, 21 Jun '13 | 10:23 AM ET

Peter Goldmacher, Cowen & Company analyst, breaks down the tech giant's quarterly numbers and provides insight on how to play the tech sector.

What to Expect From Facebook     Thu, 20 Jun '13 | 10:23 AM ET

Mark Mahaney, RBC Capital Markets analyst, discusses why it's important Facebook shows it can generate "meaningful revenue."

Kirk West, Executive Director, International Investments at Principal Global Investors highlights the buying opportunities he sees in the current market environment.

Banks Eye Fed Decision on Rates     Wed, 19 Jun '13 | 11:15 AM ET

David Trone, JMP Securities analyst, and Jason Goldberg, Barclays analyst, explain how the Fed's decision on interest rates will impact the financial sector.

Tesla Recalls Some Model S Cars     Wed, 19 Jun '13 | 10:22 AM ET

Colin Rusch, Northland Capital Markets analyst, discusses whether news of a seat-mount defect found in some of the electric cars will impact the stock.

Shares of the economic bellwether are up after its earnings beat but revenue miss. Brandon Oglenski, Barclays analyst, and Christian Wetherbee, Citi analyst, break down the results and provide a play on the transportation company.

John Barnes, RBC Capital Markets analyst, breaks down the shipping company's better-than-expected earnings, powered in part by lower fuel prices.

Analyze the Analysts!     Mon, 17 Jun '13 | 1:28 PM ET

Matthew Cheslock, Virtu Financial, takes a look at the latest analyst calls, including Susquehanna's downgrade of Red Hat.

Big Box Retail's New Strategy     Fri, 14 Jun '13 | 11:44 AM ET

Will the Ron Johnson model work for Best Buy? Peter Keith, Piper Jaffray, and Brian Nagel, Oppenheimer, discuss why the store-within-a-store strategy will work for BBY but not for JCPenny.

LULU's Big Bet on Men     Fri, 14 Jun '13 | 10:43 AM ET

The company plans to open men's stand alone stores by 2016 says the outgoing CEO Christine Day. Liz Dunn, Macquarie Capital, and Sam Poser, Sterne Agee, weigh in on the strategy and the outlook on the apparel company.

Costco Higher After Earnings Beat     Thu, 30 May '13 | 10:22 AM ET

Peter Benedict, Robert W. Baird analyst, and Brian Nagel, Oppenheimer & Co. analyst, discuss the company's outlook despite its revenue miss.

CNBC's Julia Boorstin discusses her interview with Netflix CEO Reed Hastings. Barton Crockett, Lazard Capital Markets, and Ed Williams, BMO Capital Markets, provide their thoughts on the company's strategy to provide original programming amid fierce competition in the field.

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