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Infosys should be avoided until the company shows enough confidence in the business to boost revenue projections.
The nation's private employers added 154,000 jobs in September, slightly below forecasts, but hiring appears solid in most of the swing states that will determine the next president.
Accenture's (ACN) stock price target was lifted to $130 at Pacific Crest.
Don't get too caught up on the struggling sectors in the third quarter, Cramer says. Fourth-quarter earnings should be OK.