This stock is re-emerging as a modest-growth story at a cheap valuation, with a very strong balance sheet.
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Alphabet is soaring after its latest earnings report. What Wall Street analysts are saying
The company earned an adjusted $3.10 per share on revenue of $102.35 billion.
Here are Thursday’s biggest analyst calls: Nvidia, Microsoft, Meta, Boeing, Chipotle, Coinbase & more
Here are the biggest calls on Wall Street on Thursday.
Microsoft’s spending plans sent the stock lower. Here’s how analysts reacted
Microsoft’s big spending plans are pressuring the stock, but analysts remain bullish on the tech giant.
Meta’s spending outlook is sending the stock lower. Here’s what analysts had to say
Better-than-expected results from Meta Platforms were being overshadowed by worries around the company’s massive artificial intelligence spending plans.
Santoli’s market wrap-up: Bull market’s core tenets remain intact despite December Fed uncertainty
Insatiable AI demand, Fed lowering rates and trade worries easing keep the bull case in place for stocks.
DoubleLine’s Gundlach cuts gold exposure to 10%, urges investors to rebalance after ‘nosebleed’ rally
DoubleLine Capital CEO Jeffrey Gundlach is dialing back his exposure to gold after the metal’s powerful run this year,
Northside CIO Jim DeWolfe says investors are turning to alternatives as 60/40 portfolio falls short
Performance from the classic 60/40 mix of global stocks and bonds isn’t enough to meet the long-term return targets of most investors today, DeWolfe said.
Blackrock Co-CIO Jeff Shen stays upbeat on U.S. stocks, sees opportunities abroad
Shen pointed to international markets — from Europe to Asia — as potential beneficiaries of the global easing cycle and the broader AI-driven investment boom.
This sector is beating the S&P 500 and is set for even greater outperformance, charts show
Frank Cappelleri of CappThesis goes through the charts of this sector that’s outpacing the broader market.