More earnings, April’s big jobs report and inflation worries could swing markets in the week ahead

Traders on the floor of the New York Stock Exchange. Source: NYSE April’s jobs report and a barrage of earnings news make for another busy week for markets, as the calendar rolls into May. Stocks notched solid gains in April, as REITs, consumer discretionary names and communications services companies outpaced the broader market, all more … Read more

These stocks are the best buys in the internet sector, says Evercore ISI’s Mark Mahaney

This illustration photo shows a person checking the Facebook app on a smartphone in Los Angeles, March 1, 2021. Chris Delmas | AFP | Getty Images The internet sector may not be broadly attractive to investors in the near term, but some of the biggest stocks in the space are positioned to be long-term winners, … Read more

Booking Holdings CEO warns travelers to make reservations now before prices rise

People should start making travel plans now before prices go up, warned Booking Holdings CEO Glenn Fogel. “People want to travel. Everybody’s just anxious to get their lives back the way it used to be. So I would say go out there, look at [prices] now, if you have to cancel, you cancel,” Fogel said … Read more

Wells Fargo sees a modest overall market rise in 2021, but big gains for these ‘Covid beta’ stocks

Ralph Lauren signage is seen on the window of a store on Prince Street in New York. Michael Nagle | Bloomberg | Getty Images (This story is for CNBC Pro subscribers only.) Wells Fargo only expects marginal gains for the overall market next year, but a handful of stocks are poised for strong outperformance. Source … Read more

These stocks would benefit the most from a vaccine-driven economic recovery, Goldman says

The Wall Street Bull (The Charging Bull) is seen during Covid-19 pandemic in New York, on May 26, 2020. Tayfun Coskun | Anadolu Agency via Getty Images (This story is for CNBC Pro subscribers only.) Goldman Sachs believes the eventual arrival of a vaccine is expected to turbocharge the economic recovery and corporate earnings growth, … Read more

Here are Wall Street’s favorite stock plays if there is an effective vaccine

Traders work on the floor of the New York Stock Exchange on Nov. 4th. 2020. NYSE (This story is for CNBC Pro subscribers only). The stock market was roaring on Monday after Pfizer announced that its Covid-19 vaccine candidate appeared to be more than 90% effective in its phase-three trial, creating a rush of money … Read more

Investors are hoping for a clear presidential and Senate election outcome to end the sell-off

Airbnb seeks to raise roughly $3 billion in IPO

Airbnb CEO Brian Chesky. John van Hasselt | Corbis | Getty Images Home rental company Airbnb is aiming to raise around $3 billion in its upcoming initial public offering, people familiar with the matter said on Friday, taking advantage of the unexpectedly sharp recovery in its business after the COVID-19 pandemic roiled the travel industry. … Read more

This growth fund up more than 30% this year uses four key investing principles

Apple split its stock on Monday. FREDERIC J. BROWN | AFP | Getty Images (This story is for CNBC PRO subscribers only.) One growth fund laser focused on identifying companies with earnings power ahead of expectations has outperformed the market this year as a number of long-term bets as well as pandemic-related portfolio changes drives … Read more

Outperformance in these coronavirus ‘epicenter’ stocks could be for real, says Fundstrat’s Tom Lee

A pedestrian outside the New York Stock Exchange in New York, July 29, 2020. Wang Ying | Xinhua News Agency | Getty Images (This story is for CNBC Pro subscribers only).  The furious rally for many tech stocks seemed to hit a wall last week, but Fundstrat’s Tom Lee says another group of stocks could … Read more