The firm expects semiconductor sales growth in 2026 to broaden out and include growth in accelerating automotive and industrial chips.
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Stocks making the biggest moves midday: Vertiv, Baidu, Warby Parker, RH & more
These are the stocks posting the largest moves midday.
Ken Griffin’s flagship hedge fund at Citadel rises 10.2% in volatile 2025
Citadel’s flagship multistrategy Wellington fund, its largest, gained 10.2% in 2025, according to a person familiar with the firm’s returns.
How investor Stephanie Link is playing 2026. Several stocks to play the big themes
Several underperforming stocks, including Meta and Union Pacific, are poised to gain ground in 2026, Hightower Advisors’ Stephanie Link told CNBC.
Berkshire Hathaway shares dip as Warren Buffett exits and Greg Abel era begins
Investors digested the formal end of Warren Buffett’s six-decade tenure as chief executive and the start of a new era under successor Greg Abel.
Exxon is breaking out at the turn of the new year. Why Jay Woods thinks it’s a buy
This is not what one would expect with crude oil trading under $60 a barrel and nearing new 52-week lows.
Any way you look at it, the U.S. stock market is expensive as the new year begins, BofA says
The vibes are good on Wall Street as 2026 begins. There’s just one issue: Stocks are really expensive.
Here are Friday’s biggest analyst calls: Nvidia, Apple, Wayfair, Nike, Under Armour, CoreWeave & more
Here are Friday’s biggest calls on Wall Street.
Mizuho says tariff relief could drive next leg higher for Wayfair
Mizuho’s $130 price target implies a 29% upside for shares of Wayfair.
Jefferies says this Chinese tech giant will get a boost from its AI chip subsidiary spin-off
Jefferies’ new price target implies a 39% upside ahead for shares of Baidu.