With the AI bubble inflating valuations across the tech sector, it’s becoming difficult to find stocks that aren’t already deep in overbought territory.
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Impactive Capital’s Lauren Taylor Wolfe says her new investment idea is AI proof
Her new idea is Advanced Drainage Systems, which she called the undisputed leader in plastic stormwater and residential septic systems.
Morgan Stanley names Spotify one of its top picks. Here’s why
Spotify is poised to grow as it makes a bid to attract more active users to its free and premium tier subscriptions, Morgan Stanley says.
Starboard Value’s Jeffrey Smith names 3 top stock picks, including TripAdvisor
Starboard Value’s Jeffrey Smith presented three new investment ideas Tuesday at the 13D Monitor’s Active-Passive Investor Summit.
Citi upgrades 2 solar stocks as sector defies Trump’s anti-renewable policies because of AI power demand
In a Monday note, the bank upgraded both solar stocks to buy from neutral.
Goldman Sachs, Wells Fargo lift price targets for Apple heading into iPhone maker’s earnings
Goldman Sachs and Wells Fargo both expect Apple to deliver a fiscal fourth-quarter earnings and revenue beat.
JPMorgan downgrades Goldman Sachs, favors cheaper rivals
JPMorgan sees shares of Goldman Sachs slipping 2% from their current valuation.
There’s a positive technical catalyst on the horizon for India’s stock market, says Katie Stockton
Katie Stockton goes through the charts on the INDA ETF.
The S&P 500 has turned into an AI index. These stocks will help diversify your portfolio in case the trend has a setback
With valuations sky high for AI stocks, investors may want to start thinking of a backup plan, according to Trivariate Research founder Adam Parker.
Tesla and GM are among the stocks expected to see big moves after earnings this week
Looking at anticipated moves based on options pricing, CNBC Pro screened for stocks that could score large gains or losses this week after posting results.