History shows that isolated tweaks are rare.
Bonds are getting thumped as yields surge. Here’s what it means for the 60/40 portfolio
For the long-term investor, it doesn’t hurt to check duration and credit quality, as well as shop around for inflation protection.
These stocks have thrived during past rate-hiking cycles. Bank of America says buy them now
The bank said quality stocks should “continue to lead given the likelihood of more Fed hikes,” while value stocks have a chance to accelerate as profits grow.
Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
Katie Stockton breaks down the charts on Arm Holdings.
Value investors retool their models to keep up with the AI stock market
A more flexible definition of value has helped one fund outperform at a time when the fastest hands are rewarded for holding the hottest growth stocks.
Investor Stephanie Link looks for strong brands making a comeback. This retailer fits the bill
Target’s sales and traffic are improving as new leadership pushes ahead with a multibillion-dollar turnaround plan.
Salesforce is set to rebound after a recent pullback. How trader Tony Zhang is playing the bounce
CRM pulled back and opened a gap between price and the underlying fundamentals says Tony Zhang.
Michael Burry adds to shorts as Nasdaq-100 hits all time high. Why he’s betting against chips
Chinese production capacity could determine whether cyclicality returns to the memory sector after a historic boom.
One hyperscaler’s rally is just getting started, Wolfe Research says
Amazon shares are poised to make considerable gains as an AI-focused push continues to pay off, according to the Wall Street researcher.
Here are Wednesday’s biggest analyst calls: SpaceX, Apple, Micron, Microsoft, CoreWeave, Palantir & more
Here are Wednesday’s biggest calls on Wall Street.