The firm has an updated list of top ideas as the new trading month commences.
These stocks reporting next week have earnings momentum on their side
Stocks reporting earnings next week that are also seeing accelerating earnings momentum include Datadog and Block.
Cautious optimism: Berkshire investors weigh future under new CEO Greg Abel
The mood in the air was cautiously optimistic as new and returning investors weighed the company’s direction under a new chief executive.
BlackRock says these bonds have attractive yields — and can help insulate from AI disruption
Investors may want to focus on bonds that are tied to the real economy, BlackRock says.
Quiet, steady gains in ADM likely to be followed by more, Carter Worth says
The 125-year-old agricultural processor and food ingredient provider has been climbing for the past 12 months, up 57% excluding the dividend.
Roku is one of the big earnings winners of the day. Two major analysts see more to go
Roku should continue to rally as it pushes to gain more customers and increase its advertising revenue while benefiting from industry tailwinds, analysts say.
Samsung is the latest tech player to bemoan memory chip crunch. That’s good news for these stocks, analysts say
Selling prices are causing “nosebleeds” in the middle of the artificial intelligence supply chain.
Alphabet is winning the AI revolution. Here’s how Mike Khouw is trading it
The takeaway could not have been clearer: Alphabet isn’t just surviving the AI revolution — in many ways, it’s leading it.
Apple proves once again it is the ultimate cash machine. How to trade the stock from here
While the rest of the ‘Mag 7’ is caught up in the artificial intelligence arms race, Apple remains the ultimate shareholder ‘Cash Machine.’
Apple reported stellar results. That could boost the shares of these suppliers
Apple’s strong fiscal second-quarter results are likely to boost names like chipmakers Cirrus Logic and Qorvo, among others, according to Stifel and KeyBanc.