“Last year, [neoclouds] were very small, but now it’s something that you cannot ignore in terms of size,” UBS strategist Sundeep Gantori told CNBC.
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What major analysts think about Google parent Alphabet ahead of Q2 earnings
Shares in the owner of YouTube have barely budged in 2025, underperforming other “Magnificent 7” stocks and the S&P 500.
Goldman recommends F1 racing stock, sees ‘outsized capital returns’
Liberty Formula One could return ‘outsized capital returns’ to shareholders via share repurchases, according to Goldman Sachs.
Using options to trade a potential upside breakout in gold
Options trader Nishant Pant breaks down how to trade a possible move higher in gold.
Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Chevron, Amazon, Albertsons & more
Here are Tuesday’s biggest calls on Wall Street.
JPMorgan downgrades Lululemon, sees stock moving sideways from here
A tepid reception to Lululemon’s product mix with its updated core seasonal colors will also pressure the stock from here.
Compass Point downgrades Circle to sell after Trump passes landmark crypto legislation
After a 157% rally, Compass Point sees shares of Circle Internet Group plummeting 40% from here.
UBS upgrades this grocery store chain to buy, sees big gains ahead
UBS believes it’s possible that Albertsons could ‘narrow the gap’ with competitor Kroger.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
On Monday, the S&P 500 and the Nasdaq Composite hit fresh all-time highs and closed at records as big tech earnings loomed. What’s on CNBC’s radar Tuesday.
Nasdaq 100 momentum unmatched since 1999 so brace for a shakeout, says BTIG
Investors could be due for some turbulence now that the Nasdaq 100 has gone 60 straight trading days without closing below its 20-day moving average.