Analyst Interviews

Ford to set up for 2015 success: Analyst   Tue, 25 Feb '14 | 1:06 PM ET
Ford to set up for 2015 success: Analyst

Discussing the data of Consumer Reports' top auto brands survey, including Ford's poor ranking, with Dave Whiston, Morningstar senior equity analyst.

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

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
Home Depot reports Q4 earnings beat

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
Ford picks BlackBerry for sync system

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.

Congress likely to reject base closings: Analyst

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
Netflix strikes deal with Comcast

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.

Priceline delivers impressive report: Pro   Fri, 21 Feb '14 | 6:24 AM ET
Priceline delivers impressive report: Pro

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."

We would not be buyers of Groupon today: Pro

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
Analyst downgrades Apple after 10 years

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.

FB purchase of WhatsApp addresses 'tweens': Pro

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
WhatsApp-ing with Facebook?

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.

Winter's impact on home improvement retailers

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
Facebook buying WhatsApp in $19B deal

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
Ways to play the cold weather

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
Tesla revenues can double: Analyst

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
Transports skid into nasty winter

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.

Coca-Cola facing a 'lousy environment': Analyst

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

HBO vs. Netflix: Plenty of room for both   Tue, 18 Feb '14 | 7:51 AM ET
HBO vs. Netflix: Plenty of room for both

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
Airlines thawing out

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
Pax's impact on airlines

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

Tech changes puts pressure on Cisco: Pro   Thu, 13 Feb '14 | 6:21 AM ET
Tech changes puts pressure on Cisco: Pro

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
Bad news priced in McDonald's: Analyst

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
The 'frozen consumer'

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

Apple needs new 'categories' to grow: Analyst

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

Opportunity to own LinkedIn on pullback: Pro

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

Twitter will re-accelerate user growth: Analyst

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.

Twitter users turning to messaging apps: Pro

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.

Disney story bigger than 'Frozen': Analyst   Thu, 6 Feb '14 | 10:40 AM ET
Disney story bigger than 'Frozen': Analyst

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
Coke takes stake in Green Mountain

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

Twitter focus on engagement & growth: Analyst

"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.

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CEO Interviews

  • Lincoln Continental returns

    Ford Motor President and CEO Mark Fields, discusses the reveal of the Lincoln Continental at the New York Auto Show. He says the company has developed the car for both China and U.S. customers.

  • Perrigo expands with Omega

    Perrigo is set to close a huge deal for Omega Pharmaceuticals. Perrigo CEO Joseph Papa, discusses the benefits of the deal, and the company's move to Ireland.

  • Chevron CEO talks oil prices

    Chevron CEO John Watson talks oil prices, Middle East tensions, debt and dividends with, CNBC's Kelly Evans.