The firm is highlighting Northrop Grumman and other defense names in light of recent U.S. missions, according to a client note.
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Jensen Huang CES keynote ignites analyst optimism on Nvidia’s future
JPMorgan analyst Harlan Sur said that Nvidia’s development of physical AI “could potentially drive the next leg of revenue growth” for the company.
The metals outlook for 2026 was already bright. Why Venezuela just added to conviction
Trump’s Venezuela attack has added to conviction in an asset class investors were already favoring coming into 2026: metals.
Wells Fargo says a market ‘short squeeze’ is coming. Here are the stocks to target for a trade
Wells Fargo’s list of heavily shorted stock laggards that could be poised for a rebound include Herc Holdings and Vera Therapeutics.
Bitcoin could soon break out. This options trade could lead to big returns if it does
Nishant Pant breaks down this bull call spread options trade.
Fed rate cuts may spur buyers to get a boat. Jefferies says pick up this stock
Easier monetary policy from the Federal Reserve can lower financing costs for boat shoppers.
Deutsche Bank turns bullish on Shake Shack, calls it a World Cup beneficiary
The bank upgraded the fast-casual burger chain to buy.
Palantir is a ‘best-in-class AI asset’ set to build on its strong 2025 gains, says Truist
Truist Securities’ $223 price target implies a potential upside of 28% ahead for shares of Palantir.
Wells Fargo rallied in 2025. Gains in 2026 will be harder to come by, says Baird
Analyst David George downgraded the bank.
UBS turns bullish on Chili’s parent Brinker, cites sales momentum as 2026 kicks off
The bank upgraded the parent company of Chili’s and Maggiano’s Little Italy to buy from neutral.