Carter breaks down the move in crude.
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Bank of America says the S&P 500 is expensive on all 20 metrics it tracks
Even as stocks are pricey, a strategist at the firm said the U.S.’s premium to the rest of the world is ‘likely justified.’
Buy this thermal management stock that’s benefiting from the data center buildout, says KeyBanc
Shares have pulled back 19% in 2025 but have rallied lately, climbing 23% in the second quarter.
How to profit through options if this oil spike proves short-lived
Jeff Kilburg on how he’s trading this big move in oil
Goldman says it’s a great time for the ‘stock replacement’ options strategy – how it works
With the recent market gains, now may be the time for investors to consider buying call options as a substitute for stocks, according to Goldman Sachs.
Wolfe Research downgrades this energy company on an overstretched valuation
While GE Vernova still has a compelling case, Wolfe Research said that a lot of good news has already been priced in.
JPMorgan upgrades Newell Brands to overweight thanks to tariff-hedging abilities
The bank foresees upside of 29% ahead for the stock.
Wells Fargo upgrades this cloud security giant, sees upside of 28% ahead
Wells Fargo believes that Zscaler could reach an annual recurring revenue of $5 billion by fiscal year 2027.
BMO Capital Markets upgrades Oracle to outperform following earnings blowout
BMO Capital Markets sees upside of 18% ahead for the cloud computing giant.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The three major averages ended Thursday with modest gains, catching a tailwind from a soft inflation report. Here’s what’s on CNBC’s radar Friday.