CNBC Stock Blog


  Monday, 2 Dec 2013 | 10:52 AM ET

Cramer on drones: 'It could be like World War Z'

Posted By: Jeff Morganteen
Amazon testing drone delivery
The "Squawk on the Street" crew discuss Amazon's testing of a system. Amazon CEO Jeff Bezos says it is working and will have a full rollout.

Anti-drone lobbyists, coupled with FedEx and UPS, should team up and attempt to ground Amazon's lofty ambitions of an automated drone delivery fleet, CNBC's Jim Cramer said on Monday.

Amazon CEO Jeff Bezos told CBS television program "60 Minutes" on Sunday night that his company was testing unmanned "octocopters" to deliver packages that weigh up to 5 pounds by using GPS navigation. Cramer said Monday that UPS and FedEx should fight any potential drone plans from Amazon before the Federal Aviation Administration.

The use of Amazon's proposed drone fleet probably remains four or five years away, Bezos said.

"You go [before the FAA] and you say, 'Listen, drones will crash on the highway,'" Cramer said on "Squawk on the Street." "Drones could hit people in the head."

(Read more: Amazon says testing delivery by drone)

»Read more
  Tuesday, 26 Nov 2013 | 3:06 PM ET

Cramer: Chinese elite 'an engine of growth'

Posted By: Jeff Morganteen
Cramer: Tiffany has been a star
CNBC's David Faber and Jim Cramer discuss Tiffany's upbeat earnings report and the Chinese influence on global growth. Cramer says rich people in China are an engine of growth for the globe.

It's hard to keep the rich downat least that's the takeaway from Tiffany's strong earnings report, according to CNBC's Jim Cramer.

"If you're Obama ... you're probably saying we didn't raise taxes high enough," Cramer said Tuesday on "Squawk on the Street." "They're still spending. When are we going to crush the rich people? But in reality you can't because, man, they spend like mad."

(Read more: Tiffany's outshines other jewelers in 3Q)

»Read more
  Tuesday, 26 Nov 2013 | 11:46 AM ET

Cramer: 3-D stock the poster boy for overvalue?

Posted By: Jeff Morganteen
Poster boy for overvalue?
CNBC's Jim Cramer reiterated his position that 3-D-printing companies, including Voxeljet, are in a "bubble."

Though the 3-D-printing industry remains a white-hot niche sector in the stock market, it's a "bubble" showing no clear path to profitability even at one of its flagship companies, Voxeljet, CNBC's Jim Cramer said Tuesday.

"Why do I mention this?" he said on "Squawk on the Street." "The 3-D printing space has been so hot that I'm just calling it a bubble. I was calling it a cult, but now I'm calling it a bubble."

(Read more: Cramer: 'There's bubbling everywhere')

»Read more
  Monday, 25 Nov 2013 | 10:35 AM ET

Cramer: Bad time for shake-up at biggest retailer

Posted By: Jeff Morganteen
Doug McMillon elected new CEO of Wal-Mart
Wal-Mart has chosen company veteran Doug McMillon to succeed retiring Mike Duke as CEO. CNBC's Jim Cramer and David Faber discuss the leadership change.

As big-box retailers and smaller shops alike gear up for Black Friday, Wal-Mart Stores' decision to announce a big leadership change came at the wrong timeduring the busiest week for the retail industry, CNBC's Jim Cramer said.

"As someone who follows retail closely, this is not the time to change horses so to speak," Cramer said on "Squawk on the Street" on Monday. "At the same time, I'm sure this company will without a doubt say that this is seamless, and that there's nothing pertinent so that it would make it seem wrong. I just don't think it's right."

Wal-Mart announced Monday morning its board of directors elected company veteran Doug McMillon to succeed Mike Duke as president and chief executive officer of the company, effective Feb 1.

(Read more: Wal-Mart Stores names new CEO)

»Read more
  Thursday, 21 Nov 2013 | 10:45 AM ET

Cramer: This clothing retailer may now be too cool

Posted By: Jeff Morganteen
Cramer's stocks to watch: Consumer 'not strong'
Don't start your trading day without finding out what CNBC's Jim Cramer is watching ahead of the opening bell.

CNBC's Jim Cramer has an idea why sales have suffered lately at Abercrombie & Fitchthe trendy clothing maker country is now too cool for consumers.

"Maybe there aren't as many cool people in this country as we thought, because when you have the significant gross-margin erosion ... that means there's not enough cool people to pay for your stuff," Cramer said Thursday on "Squawk on the Street."

Abercrombie posted losses in its third quarter on Thursday, in part because of closing its Gilly Hicks intimate apparel stores at the end of the second quarter. The teen clothing retailer, based in New Albany, Ohio, lost $15.6 million during the past year, and shares of the company have dropped 18.17 percent during that period.

»Read more
  Thursday, 21 Nov 2013 | 9:14 AM ET

Investors got it wrong on Obamacare for years: Pro

Sticking with UnitedHealth, Aetna: Analyst
"Overtime, there is a chance you'll see migration from small group into the exchanges," explains Joshua Raskin, Barclays health care analyst. Raskin shares his top insurance picks.

The widely believed notion in the market that Obamacare would be bad for insurance stocks has been the wrong call, said Barclays health-care analyst Joshua Raskin.

"I think the industry begins to thaw in terms of multiples. I think you're going to see appreciation in the broader group," Raskin said Thursday on CNBC's "Squawk Box."

He likes names such as UnitedHealth and Aetna. "They've got significant market share off the exchanges, and there's not much risk in terms of the their participation on the exchanges."

»Read more
  Friday, 15 Nov 2013 | 12:47 PM ET

These Web companies 'don't make sense': Pro

Posted By: Jeff Morganteen
Tech bubble brewing?
Robert Olstein of Olstein Capital Management thinks social "fad stocks" are "going to end badly." John Barr of Needham Growth Fund, weighs in. "This is nothing like 1999's tech bubble," Barr says.

Needham Growth Fund's John Barr doesn't find a lot of logic in the business models of some of the Web's biggest names.

Appearing on CNBC's "Squawk Box" on Friday, Barr offered a list of Internet darlings that he says have serious earnings problems.

"We're believers in cash flow and earnings, so no Amazon doesn't make sense to us," Barr said. "Facebook does not make sense to us, either. Snapchat does not necessarily make sense to us."

(Read more: Snapchat turns down $3 billion cash offer from Facebook)

»Read more
  Wednesday, 13 Nov 2013 | 2:11 PM ET

Starz CEO: Why I don't regret losing Disney deal

Posted By: Jeff Morganteen
Starz CEO: Liberty wasn't right for Starz
Starz CEO Chris Albrecht says his company his open to anything that will bring long-term shareholder value.

Starz CEO Chris Albrecht said Wednesday he doesn't regret losing out on an exclusive streaming deal with Disney to Netflix last year because a renewed focus on original content at his premium channel will make up for it.

"If you look at what everyone is building their businesses around whether it's the basic-tier services, whether it's the premium services, or whether it's Netflixthe thing that everyone is talking about is the originals," Albrecht told CNBC on Wednesday during an interview on CNBC's "Squawk on the Street."

Albrecht, who oversaw the production of iconic series at HBO while he was CEO there, said he plans to introduce 50 hours of original programming next year, including several new shows such as "Black Sails" and "Power." But whether they can make up for the loss of Disney properties remains to be seen, since Starz is far from the only channel banking on original programming.

(Read more: Starz 3Q net income falls 7% on higher costs)

»Read more
  Wednesday, 30 Oct 2013 | 6:06 PM ET

SodaStream tanks on struggles in Japan

Posted By: Keris Alison Lahiff
SodaStream headquarters in Tel Aviv
Bloomberg | Bloomberg | Getty Images
SodaStream headquarters in Tel Aviv

SodaStream tumbled 9.2 percent to $57.86 on Wednesday after falling short on sales expectations.

The manufacturer of home carbonation kits reported third-quarter revenue of $144.6 million, 28.5 percent higher than a year earlier. Revenue missed expectations of $145.2 million from analysts surveyed by Yahoo! Finance, though earnings of 90 cents beat expectations by 12 cents.

The Israel-based company said slower growth wasn't indicative of consumer demand but rather retailers' inventory management.

»Read more
  Tuesday, 22 Oct 2013 | 9:28 AM ET

Soaring Netflix viewership rivals big TV networks

Netflix 5th most-watched TV network: Pro
BTIG media analyst Richard Greenfield told CNBC that each Netflix subscriber watches on average 93 minutes per day, putting ABC, CBS, NBC, and Fox in its sights.

Fueled by its critically acclaimed "House of Cards" and "Orange is the New Black" series, Netflix has in effect become the fifth most-watched television network in the United States, BTIG media analyst Richard Greenfield told CNBC on Tuesday.

Each subscriber watches on average 93 minutes per day, Greenfield said, which makes Netflix "larger than any single cable network. If you looked at total minutes watched in a household … the only thing it has left in its sights is ABC, CBS, NBC, and Fox."

The company said it plans to double investments in original programming next year, when "House of Cards" and "Orange is the New Black" will roll out their second seasons.

»Read more

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