Rounding the turn as we head into fall, chef and restaurant tour Bobby Fle is in first place. That is followed by student group Wall Street Bound. And showing up in the third spot is Maniscalo's market movers.It's comedian Sebastian Maniscalo and CNBC legend. Stop it. Guyadami embarrassing me.Let's bring them both up. And glad to have Sebastian in the house. Can we clap Sebastian.There are a lot of people. CL Sebastian in it ain't right tour. He's in Atlantic City at the Ocean Casino Resort.The next few nig ...

Group 1: Company Performance and Analyst Ratings - Rubrik, Inc. reported second-quarter revenue of $309.86 million, a 51% year-over-year increase, surpassing the consensus estimate of $282.22 million, and had a loss of three cents per share, better than the expected loss of 34 cents per share [1] - Seagate Technology Holdings plc received an Outperform rating from Bernstein analyst Mark Newman with a price target of $250, but caution is advised due to its recent price run [2] - Cleveland-Cliffs Inc. was maintained with an Equal-Weight rating by Wells Fargo, with a price target raised from $10 to $11, while BofA Securities maintained a Neutral rating and increased the price target from $9.5 to $12.5 [3] - SAP SE was noted as a buy following a good quarter and the announcement of a revamped strategy for digital sovereignty and AI innovation, expanding its SAP Sovereign Cloud portfolio [4] Group 2: Stock Price Movements - Seagate shares increased by 1.1% to $213.36 [7] - Rubrik shares decreased by 1.5% to close at $73.89 [7] - Eagle Materials shares fell by 1.7% to settle at $230.02 [7] - Cleveland-Cliffs shares dropped by 3.7% to $11.29 [7] - SAP shares rose by 3.1% to close at $261.42 [7]

Market Environment - The current market environment is challenging for investors, characterized by falling bond yields and mixed economic data, with the benchmark 10-year U.S. Treasury yield declining to 4.019% and the 30-year yield reaching 4.651% [2] - There is a 95% probability of a quarter-point reduction in interest rates at the Federal Reserve's upcoming meeting on September 16-17, indicating market anticipation for a potential interest rate cut [2] Economic Indicators - The Consumer Price Index in August increased by 0.4%, which is double the growth compared to the previous month, while annual inflation remains at 2.9% [3] - Weekly jobless claims reached 263,000, the highest level since October 2021, raising concerns about the labor market [3] - Analysts suggest these indicators support at least a 25-basis-point cut, with a possibility of a 50-point move [3] Jim Cramer's Stock Picks - The article presents 12 stock picks from Jim Cramer, host of CNBC's Mad Money, aimed at helping investors make informed decisions under current macroeconomic conditions [4] - The selection criteria for the stocks include recent mentions by Jim Cramer and the number of hedge funds holding these stocks as of Q2 2025 [6] Phillips 66 (NYSE:PSX) - Phillips 66 is included in the stock picks, with 47 hedge funds holding stakes in the company, indicating strong institutional interest [8][11] - The company reported a record-high refining utilization rate of 98% and an adjusted EBITDA of approximately $1 billion in its Midstream segment, moving towards a $4.5 billion annual EBITDA target by 2027 [9] - Phillips 66 is looking to purchase liquefied natural gas from the U.S. through long-term contracts, with Piper Sandler raising the stock's price target from $144 to $154 [10] Casey's General Stores, Inc. (NASDAQ:CASY) - Casey's General Stores also has 47 hedge funds invested, reflecting strong confidence in its growth prospects [13][15] - The company reported Q1 2026 revenue of $4.57 billion, exceeding analyst expectations of $4.47 billion, with EPS beating consensus estimates by 15% [14] - Following a strong quarter, analysts raised the price target from $560 to $580, with Jim Cramer calling it his 'absolute favorite under-the-radar growth stock' [15] EMCOR Group, Inc. (NYSE:EME) - EMCOR Group has 51 hedge funds holding its stock, and its price target has been significantly raised after reporting Q2 2025 revenue of $4.30 billion, a 17.4% year-over-year increase [17][18] - The company revised its revenue guidance for 2025 upwards, indicating a strong outlook supported by high remaining performance obligations [19] - Analysts have raised the price target for EMCOR Group, with DA Davidson increasing it from $515 to $725, suggesting potential growth ahead [19]

Investment Recommendations - The report suggests reviewing a stock portfolio and considering adding top stock picks [1] - The report highlights potential stock picks: $MSTR, $SBET, and $COIN [1]

ETF Products - New ETFs offer exposure to stock selections of prominent investors like Warren Buffett and Bill Ackman [1] - Industry experts suggest the branding of these ETFs may be their primary value [1]

ETF Products - New ETFs offer exposure to stock selections of prominent billionaires like Warren Buffett and Bill Ackman [1] - The branding associated with these billionaire stock picks may be the primary value proposition of the ETFs [1] Expert Opinion - Experts suggest the real value of these ETFs might be in their branding rather than investment performance [1]