Sprouts Farmers Market has grown more rapidly than traditional grocers, with wider profit margins, because the chain has focused on natural and organic foods.
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Wolfe upgrades Zoom, citing improved growth profile and AI monetization
Wolfe Research’s $115 price target implies upside of more than 25% for shares of Zoom Communications.
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel’s $392 price target implies a 5% downside for shares of Microsoft from here.
Alphabet is slipping after higher capex guidance and a YouTube ads miss. Here’s why analysts are staying bullish
While analysts acknowledged Alphabet’s higher spending, they were also more optimistic than the stock’s 3% slide Thursday morning seemed to suggest.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted back-to-back losses Wednesday as chips and software tumbled.
Top software analyst says industry sell-off is a buying opportunity — but be selective
Citigroup analyst Tyler Radke said that the best bet for investors is to own names that will “be relevant as we get to the other side of this AI trade.”
Commodities Cold War: Trump’s critical-minerals quest is linked to AI ambitions
Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare weakness in the supply chain.
Here’s where investors sought income and performance in January
Fixed-income ETFs saw record inflows in January, according to State Street Investment Management.
Software stocks are selling off, but this big name may be worth another look, charts show
Software stocks have been suffering as fears of disruption from artificial intelligence rattle the industry, but one name is testing an uptrend line.
Crypto winter — How long it will last and the next downside bitcoin level to watch
Bitcoin could trade as low as roughly $38,000 this cycle, if several headwinds persist, according to Stifel analysts.