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Investor Dan Niles' favorite picks for the rest of earnings season

CNBC: Investing

This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday's closing bell. " Azure, Microsoft's cloud computing platform, was "a disappointment" for the company three quarters in a row, he said. Shares have surged about 22% this year.

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An options strategy that gives traders Nvidia upside while generating income as they wait

CNBC: Investing

When contemplating the sale of covered calls, an investor must answer two key questions: Is one's thesis regarding the anticipated price behavior neutral to mildly bullish, which is generally the ideal setup for covered call selling? Earnings risk : NVDA's next earnings are due late August. calls, 8.5% calls, 8.5%

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The rebundling conundrum

The TRADE

This followed the FCA’s July 2024 decision to re-introduce an optional element of rebundling for Mifid investment firms, with the UK buy-side able to facilitate joint payments for third-party research and execution services. “If This became a reality just three months later with the re-introduction of an optional element of rebundling.

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Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar

CNBC: Investing

dollar Published Thu, Jul 10 2025 8:25 AM EDT Frank Holland @in/frank-holland @FrankCNBC WATCH LIVE (This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. securities.

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Goldman Sachs says these buy-rated stocks offer solid dividends

CNBC: Investing

The S & P 500 was little changed on Tuesday, one day after President Donald Trump rocked the markets with the announcement of steep tariffs against South Korea, Japan and other trading partners starting Aug. Still, the S & P 500 is positive for the year after selling off in April on Trump's first tariffs announcements.

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An options trade that bets on consumer stocks rebounding — while hedging risk

CNBC: Investing

economy's heavy reliance on consumer activity, which accounts for approximately 70% of gross domestic product, it's notable that the discretionary sector has significantly underperformed. It's more than 6% below its 2024 highs. Given the U.S. Given the U.S. 17 and April 8 — has yet to recover fully.

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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. While the Treasury market has been rocky lately, fixed-income assets are offering a steady stream of cash flow, said Tracie McMillion, head of Wells Fargo's global asset allocation strategy.