Piper Sandler believes Ackman’s ambition will depend largely on his ability to keep insurance risk low while letting investment returns do the heavy lifting.
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Peruvian stocks: Why they may be an unexpected winner of the AI boom, Iran war
The S&P Peru Total Index has soared 23% in 2026 and is up more than 75% over the past 12 months.
Blackstone is one of this week’s most oversold stocks as investors grapple with market volatility
On the other hand, Dow and LyondellBassell Industries topped this week’s list of most overbought stocks.
These stocks will benefit from AI and an aging population, Jefferies says. They also pay dividends
Artificial intelligence is being integrated into senior housing companies and some names will rise above the rest, according to Jefferies.
Citigroup sticks by three missile and defense companies as Iran war rages
Analyst John Godyn said that the Iran war has brought the firm’s buy-rated defense names to the attention of investors.
Trader Stephen Weiss is holding his cash, says ‘this is not a trading market’
Stephen Weiss, chief investment officer at Short Hills Capital Partners, says this is not the time to be trading the market.
Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
Consensus hyperscale capex is at least $225 billion “too low” in 2027 and 2028, according to a recent analysis from Barclays analysts.
Using options to create an income stream to ride out the market swings as volatility spikes
Jeff Kilburg breaks down this SPY options trade.
Wells Fargo upgrades this discount retail chain on store growth and value-shopping tailwinds
The bank upgraded the discount store chain to overweight from equal weight.
HSBC upgrades this EV manufacturer on improving profitability and new model launches
HSBC sees shares of Nio adding 23% from here.