NIKE, Inc. (NYSE:NKE) is one of the stocks on Jim Cramer’s radar. When a caller inquired about the stock during the episode, Cramer commented: Okay, so I would tell you, let’s say… we brought Elliott Hill here. He would say that the number one thing we have to improve on is quality. He would totally agree with you. The problem is, I think that they got run down, and you can’t turn around a fashion play in two, three, four, or maybe even five quarters. We have to wait a full maybe year, maybe two years, to ...

When you listen to the conference call commentary, there’s some crazy stuff happening here. All last year, we heard that the online sportsbooks were suffering because the clients won too much. You can understand why that’s a problem for Flutter’s FanDuel. But this time, we heard that the clients lost too much. And it turns out that’s also a problem because of a new gambling term that, frankly, it’s new to me. It’s called recycling… I think it’s much easier to walk away now that people have many more alterna ...

Sterling Infrastructure, Inc. (NASDAQ:STRL) is one of the stocks on Jim Cramer’s radar. Cramer highlighted it as one of the “hottest stocks,” as he commented: I want to talk about one of the hottest stocks out there that you maybe never even heard of. It’s called Sterling Infrastructure. Now, this is an engineering construction firm that pivoted from old-fashioned highway work into high-margin mission-critical infrastructure like data centers a few years ago. That’s why this stock is up a staggering 1,800 ...

Group 1 - KeyCorp (NYSE:KEY) is recognized for its retail and commercial banking services, including deposits, lending, mortgages, credit cards, and wealth management, as well as capital markets, investment banking, equipment financing, and advisory solutions [3] - The company is based in Cleveland and operates as the parent of KeyBank, with a noted underrated capital markets business [3] - KeyCorp is projected to grow at a rate of 22% next year, trading at just under 11 times next year's earnings [3] Group 2 - Following a recent comment by Jim Cramer, KeyCorp's stock has increased nearly 11% [4] - Cramer recommends holding the stock due to its 4% yield and the leadership of Chris Gorman, suggesting a buy if the stock price falls to $19 [1][4] - The stock is currently priced at $20, down by $1 on the day of the comment [1]

Starbucks Corporation (NASDAQ:SBUX) is one of the stocks on Jim Cramer’s radar. A caller asked what possible headwinds the company might face in light of tariffs, and Cramer replied: That’s a great question. Okay, here’s the other thing that can really hurt Starbucks, and you know, I’m a big believer and have a big position in my Charitable Trust, what can hurt them is the inability to be able to close all the stores that aren’t doing that well and then put the money towards the ones that are doing well. ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks on Jim Cramer’s radar. When a club member mentioned that they have a position in the stock and asked what they should do, Cramer commented: Okay, listen up… Marvell reports next week. Matt Murphy is what I call a money good player. He is going to be able to describe a deal that I think, if they let him talk about it, that is with Amazon. That is a phenomenal deal. They are making the chips for a whole bunch of these hyperscalers, and I think that ...

Question-and-Answer SessionOkay. And we will get started. So Matt, Digital Realty reported strong fourth quarter and full year results in February. There was a record 0 to 1 megawatt bookings and a near-record backlog. I guess as you think about the past year and the year ahead, what would you identify as the one or two main drivers behind recent results? And what are your key priorities for 2026?Matt MercierChief Financial Officer Yes. I mean -- so first, yes, so thanks for the setup. I mean we came into ' ...

PresentationCharles PetersRaymond James & Associates, Inc., Research Division Good morning, everyone. Day 2 here at the Raymond James Institutional Investors Conference. And this is my side office. This is where I sat all day yesterday, and I'm here again today. So thank you, everyone, for being with us this morning. A bunch of insurance companies and insurance brokers here over the 3 days. And one of the companies that's been a very loyal and long-standing participant of our conference has been Kemper Corp ...

PresentationPatrick BrownRaymond James & Associates, Inc., Research Division Cool. All right. Let's go ahead and get started with the next presentation. Good morning for day 2 of the Raymond James Conference. For those who don't know me, I'm Tyler Brown, senior analyst here at Ray Jay. I cover a variety of things. You've maybe seen me in a presentation already, but I do the waste industry. We do heavy construction materials as well as some transports, which we have later on today. But this morning, I'm very ...

Key Takeaways OGE Energy is expanding renewables and plans $7.29B in grid upgrades for 2026-2030.OGE cut carbon emissions over 60% from 2005 levels and owns major wind and solar assets.OGE faces 17.1% higher fuel and power costs amid inflation and supply-chain delays.OGE Energy Corp. (OGE) continues to benefit from its strategic investments, which are focused on infrastructure upgradation. The company benefits from its focus on carbon-reduction initiatives and its robust renewable generation portfolio, posi ...