CNBC Investing Club Adds 2 Stocks to Bullpen Watchlist as Oil Nears $89 and Yields Jump
Updated
Updated · CNBC · Aug 20
CNBC Investing Club Adds 2 Stocks to Bullpen Watchlist as Oil Nears $89 and Yields Jump
3 articles · Updated · CNBC · Aug 20
Summary
BNY and Cadence Design Systems were added to the CNBC Investing Club's Bullpen watchlist, expanding a roster that already includes Solstice, Arm, RTX and Sempra.
BNY made the list on steady operating gains under CEO Robin Vince: revenue rose to $20.1 billion in 2025 from $16.5 billion in 2022, while pretax margin widened to 35.1% from 21.1%.
Cadence was added after a roughly 25% pullback from its early-June high near $416, with the club highlighting its chip-design software ties to Nvidia, Broadcom and Intel's 14A process push.
The additions came as markets weakened again—S&P 500 down about 0.5% and Nasdaq off about 1%—with long-dated Treasury yields rebounding and WTI crude climbing about 2% toward $89 after U.S. sanctions threats against Iran.