Tech investors told CNBC that they were watching ‘pick-and-shovel’ infrastructure stocks, derivative power plays and semiconductor names.
Category: Uncategorized
This auto supplier just pivoted to AI data centers. Wall Street is really bullish
BorgWarner’s deal with TurboCell has investors excited about the auto supplier’s potential to adapt to the AI-economy.
With the market rotation underway, agribusiness stocks may be ready for a bounce
A key theme of 2026 is boring is back. The charts suggest some opportunity in agribusiness stocks.
Josh Brown says this homebuilder is forming one of the most bullish chart patterns that exist
Josh and Sean discuss the appeal of old economy stocks and the cup-and-handle chart pattern.
The stock market is expected to move big on Friday’s CPI. Here are the possible scenarios
Under the most likely scenario for the consumer inflation reading, the JPMorgan trading desk sees the S&P 500 gaining 0.25% to 0.75%.
The ‘Moon economy’ is about to boom. Deutsche Bank thinks this one space stock will benefit
This stock is a play on lunar infrastructure and connectivity, the firm said.
This oil services stock had a tremendous run. Trading its options may be a wiser move right now
Although this oil services company has been a strong performer, it hasn’t grown anywhere near as quickly as its share price.
Bitcoin’s drawdown hit 50%. History shows it may have further to go
Bitcoin has a history of falling about 75% during each four-year cycle, suggesting the token is on track to fall even further in the near future.
Mizuho, TD Cowen upgrade Shopify, say AI fears are overdone and LLM strategy builds long-term value
Mizuho and TD Cowen respectively see Shopify rallying 26% and 34%.
Wall Street sees more upside for McDonald’s after strong earnings beat
For the most part, Wall Street analysts remained bullish on McDonald’s following its fourth-quarter earnings and revenue beat.