Lumentum is likely to see its shares rise thanks to the high-speed networking equipment, 3D sensors and industrial lasers it makes for AI data centers.
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JPMorgan upgrades a key financial stock that has gotten hit in 2026
The bank upgraded its rating on Capital One Financial, citing its cheaper valuation after a fall in 2026 and ability to manage a potentially weaker consumer.
Buy this semiconductor maker as AI data center boom continues, Stifel says
The investment firm upgraded the chipmaker to buy from hold.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The Dow Industrials jumped more than 1,300 points Wednesday in a relief rally after the U.S. and Iran reached a two-week ceasefire agreement.
Iran war ceasefire offers investors opportunity to rotate back into risk-on assets, investors say
Technology, financial and industrial stocks are looking attractive following the Iran war ceasefire, Shannon Saccocia told CNBC on Wednesday.
Fundstrat’s Tom Lee says the market has bottomed, stocks are headed to all-time highs
The stock market has bottomed, according to Fundstrat’s Tom Lee. The firm’s head of research detailed his top sector picks.
Investor Stephanie Link swaps Chevron for technology stocks
Link also said she likes stocks that offer exposure to the power buildout, including Quanta Services, Vertiv and Eaton.
Investors are getting hyped over the SpaceX IPO. Here’s what the market impact may be
The Elon Musk-founded aerospace company could inject excitement into an inert IPO pipeline, but the market impact could be more muted than investors expect.
Buy these dividend stocks poised to raise payouts again, says Trivariate’s Adam Parker
With dividend yields not what they once were, investors should be choosing investments wisely in order to maximize returns, according to Trivariate Research.
Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Shares of the chip giant are well below the all-time high, but an opportunity to bet on the next leg up has emerged.