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Analyst Interviews

IBM's road back  Tue, 21 Oct '14 | 8:06 AM ET

UBS' Steve Milunovich weighs in on IBM's bruising quarter. Clearly IBM is in a major transition that will take multi-years to figure out, say Milunovich.

Coca-Cola reports revenue miss  Tue, 21 Oct '14 | 7:45 AM ET

John Faucher, JPMorgan beverage analyst, breaks down the company's quarterly numbers and shares his thoughts on the Coke's plans to cut costs.

Apple beats Street, iPad sales fall 13%  Tue, 21 Oct '14 | 6:22 AM ET

Will Power, Robert W. Baird analyst, breaks down Apple's third quarter results and shares his thoughts on falling iPad sales, despite iPhone 6's record-breaking launch.

Mayo's picks: Morgan Stanley & Citi  Fri, 17 Oct '14 | 12:15 PM ET

After strong earnings from Morgan Stanley, Mike Mayo, CLSA Research analyst, says he likes the bank's restructuring story now coming together.

Google misses; Analyst remains confident  Fri, 17 Oct '14 | 10:17 AM ET

Despite Google's earnings miss, RBC Capital Markets analyst, says this is a great value play in the Internet space.

David Hilder, Drexel Hamilton banking analyst, provides perspective on Morgan Stanley's third quarter results of $0.65 vs. $0.54 EPS on revenues of $8.7 billion.

Three things GE must do: Expert  Fri, 17 Oct '14 | 6:32 AM ET

Nick Heymann, William Blair & Company, provides perspective on the industrial giant's mixed quarterly results and GE's Alstom acquisition.

Google's Q3 misses the mark, shares drop  Fri, 17 Oct '14 | 6:23 AM ET

This is still a great business, says Daniel Ernst, Hudson Square Research, breaking down Google's quarterly results and providing his thoughts on the company's outlook.

Netflix subscriber miss: Analyst's take  Thu, 16 Oct '14 | 10:16 AM ET

Netflix shares tank after the company reported fewer subscriptions than anticipated last quarter. Rob Sanderson, MKM Partners managing director, explains his long-term view for the company.

Hot retail stocks to watch  Wed, 15 Oct '14 | 8:15 AM ET

Matthew Boss, JPMorgan retail analyst, shares his outlook on retail winners this upcoming holiday shopping season.

JPM, C & WFC results largely in-line: Analyst  Tue, 14 Oct '14 | 10:11 AM ET

Brennan Hawken, UBS, provides analysis to quarterly numbers by JPMorgan, Citi and Wells Fargo.

BTIG upgrades Netflix  Tue, 14 Oct '14 | 7:44 AM ET

Rich Greenfield, BTIG analyst, weighs in on Netflix's upgrade and $600 price target. It's all about international expansion, explains Greenfield.

Analyst ponders what to do with TWX  Tue, 14 Oct '14 | 7:43 AM ET

Rich Greenfield, BTIG analyst, shares what he wants to hear at Time Warner's analyst meeting.

3 Bank buys: BAC, BLK & AXP  Mon, 13 Oct '14 | 12:54 PM ET
A Bank of America branch is shown in New York's Times Square.

The big banks are out with earnings this week. Betsy Graseck, Morgan Stanley, shares her top three picks.

Bank earnings preview  Mon, 13 Oct '14 | 9:49 AM ET

Discussing the big week for bank earnings, with David Konrad, Macquarie Securities, and Chris Kotowski, Oppenheimer & Company.

Chip stocks slammed  Mon, 13 Oct '14 | 7:54 AM ET

Just how bad are chip stocks? How to play the weakness in semiconductor stocks after Microchip's sector warning, with Stacy Rasgon, Alliance Bernstein.

Buy the chip dip plays  Fri, 10 Oct '14 | 12:07 PM ET

Chip stocks are getting slammed today on a warning from Microchip, which believes another industry correction has begun. The FMHR traders, and Cody Acree, Ascendiant analyst, discuss.

Tesla's unique position  Fri, 10 Oct '14 | 10:15 AM ET

Discussing how competitors and investors view Tesla innovation after it unveiled its new "D" version of the model "S", with Adam Jonas, Morgan Stanley auto analyst.

Analyst on Apple: Large tender unlikely  Thu, 9 Oct '14 | 12:55 PM ET

After Carl Icahn's letter to Apple CEO Tim Cook regarding a large buyback, Toni Sacconaghi, analyst at Sanford C. Bernstein & Co, shares his reaction.

Behind PepsiCo's pop  Thu, 9 Oct '14 | 10:35 AM ET

Discussing PepsiCo's earnings and margin expansion, with John Faucher, JPMorgan senior analyst.

Fast food space gets slammed  Tue, 7 Oct '14 | 6:36 AM ET

Nick Setyan, Wedbush Securities, weighs in on the decline in the fast casual dining space. Commodity prices are pressuring margins, explains Setyan.

Top picks in solar  Mon, 6 Oct '14 | 1:38 PM ET

Discussing the growth and cost of solar technologies, with Drew Cupps, Cupps Capital founder, and Pavel Molchanov, Raymond James solar analyst.

Hewlett-Packard's big move  Mon, 6 Oct '14 | 10:13 AM ET

Discussing the timing of Hewlett-Packard's decision to split the company into two businesses, with Toni Sacconaghi, Sanford C. Bernstein senior research analyst.

Bearish call on gold  Thu, 2 Oct '14 | 2:54 PM ET

Discussing gold's downward trend, John LaForge, Ned Davis Research, explains his call that gold could fall to as low as $660 an ounce.

Street Talk: Visa & MasterCard run done?  Thu, 2 Oct '14 | 2:32 PM ET

"Street Signs" hosts Mandy Drury and Brian Sullivan look at 5 stocks with 5 analyst recommendations. Sandler O'Neill has downgraded Visa and MasterCard citing macro headwinds.

UBS analyst's big bank calls  Thu, 2 Oct '14 | 12:52 PM ET

UBS analyst Brennan Hawken, explains why he upgraded Bank of America and downgraded JPMorgan.

JPMorgan analyst: Buy Twitter  Thu, 2 Oct '14 | 12:31 PM ET

Why Twitter is a more attractive now, with Doug Anmuth, JPMorgan Internet analyst.

Ebola stocks: Who's leading?  Wed, 1 Oct '14 | 2:21 PM ET

Discussing which biotech companies working on treatments for deadly viruses are the most investable, with Dr. Neil Shahrestani, Pura Vida analyst.

David Strauss, UBS aerospace & defense analyst, discusses his "sell" rating and $157 price target on shares of Lockheed Martin.

Itay Michaeli, Citi U.S. autos analyst, shares his thoughts on Ford's big gamble on its F-150 Series, and the outlook on the stock.

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CEO Interviews

  • Discussing which retailers grabbed the biggest piece of the retail pie in 2014, with Dana Telsey, Telsey Advisory Group CEO.

  • Micha Benoliel, Open Garden co-founder & CEO, explains his FireChat app that works without an Internet connection or cell coverage.

  • Consumers are increasingly becoming more socially-conscious as they shop and Uncommon Goods Founder & CEO Dave Bolotsky is one of many businesses tapping into the benefits of doing the "right thing" by building a sustainable and socially-responsible business.