Investors have yet to fully appreciate Wayfair’s momentum, according to Bernstein.
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Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 closed at a record on Thursday, aided by cooling oil prices and tame inflation reports. Tune in to CNBC Friday morning for Disney CEO Josh D’Amaro.
These charts show why stocks keep rallying. Profit margins are the highest on record
Recent FactSet data show that the rise in earnings is not coming from sales growth alone.
These are Mizuho’s top real estate picks for August. They also offer attractive yields
Mizuho sees upside ahead for an office real estate investment trust, as well as one that focuses on retail properties.
The Wrangler jeans owner is having a great year. UBS sees nearly 70% rally ahead
Kontoor Brands, which owns Wrangler jeans, is likely to see its rally gain even more steam as it puts more focus on its higher-performing brands, per UBS.
This unique power company is a play on the Anthropic IPO. Bank of America says it has room to run
ERock builds modular gas generators that are in high-demand during the power-hungry AI buildout.
Bill Ackman buys Netflix again four years after exit, says it has won the streaming wars
Ackman’s Pershing Square Capital Management disclosed a new position in Netflix in its semiannual report.
Josh Brown says this stock on his list is worth stalking for a big move higher
Josh Brown and Sean Russo break down this HVAC component supplier.
This little-known data stock offers a way to play the AI boom, Bank of America says
MongoDB is a good play on AI because its data management systems are poised to provide services for a wide range of AI applications, an analyst says.
Retailer Five Below has surged this year thanks to viral squishy toys. Jefferies sees more gains ahead
Five Below is likely to gain even more ground by not only leaning into viral trends but by boosting its productivity and refining its strategy, per Jefferies.