The relentless surge in rates is breaking the back of two key macro trades that had been holding firm.
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Netflix has sold off in September. Deutsche Bank says buy the dip
Analyst Bryan Kraft upgraded the streaming giant to buy from hold.
SpaceX is poised for a big comeback after recent struggles, says TD Cowen
Investors should scoop up shares of SpaceX as growth in the artificial intelligence and space industries will drive gains, according to TD Cowen.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
Treasury yields continued their ascent on Monday, dragging down the major averages to start the week. The Dow Industrials fell more than 300 points.
Higher rates will create winners and losers in bonds, says UBS. Where the bank sees opportunity
The caliber of bonds matters, especially the higher rates go, UBS says.
Nearly half the stocks in the S&P 500 are at cross purposes with the rest of the market
Almost half of the stocks in the S&P 500 have a negative beta, evidence of a chasm between the entire index and its individual components.
‘Take or pay’: AI companies are taking a risky page from the energy sector’s playbook
Borrowed from the energy sector, take-or-pay contracts have a firm start date and make customers pay for products regardless of whether they use them.
Muse AI agent led Meta Platforms into the Best Stocks in the Market list. What Josh Brown thinks
Meta made it into Josh Brown’s list after last week’s surge.
IonQ has been on fire this month. Bank of America says buy the quantum computing stock
IonQ has “multiple ways to win” but investors are paying for growth that is not yet realized.
Which 10-year yield level will really start to hit stocks? Here’s what history suggests
The record suggests that the 10-year yield will have to approach 7% in order to meaningfully hurt stocks, according to Bank of America.