The firm upgraded shares to overweight from neutral.
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Analysts cheer Microsoft’s ‘exceptional’ quarter, call Azure a ‘ray of light’
Shares surged more than 8% following the earnings report.
Meta posted a solid earnings beat for the first quarter. Here’s how analysts reacted
CNBC Pro compiled takeaways to the social media company’s earnings report.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 and the Dow ended Wednesday modestly higher as traders looked past weak gross domestic product data. Here’s what CNBC is watching Thursday.
Buy these two food stocks and dump this AI play, investor Victoria Greene says
Greene joined CNBC’s “Power Lunch” to break down her views on each name.
Piper Sandler touts a quality portfolio during wild markets like we saw in April
The investment bank’s chief investment strategist listed several stocks to maintain a balanced risk profile while targeting stable, quality fundamentals.
BlackRock says investors can profit from diversifying beyond the 60/40 amid volatility
Investors can benefit from a more deliberate diversification strategy, where traditional asset classes may not “meet the moment,” BlackRock said.
This energy stock with a history of comebacks is poised to do it again, according to the charts
Frank Cappelleri breaks down the charts on Xcel Energy.
‘It’s a test of our conviction,’ Deepwater’s Munster says, as volatility tests the AI trade
The market’s volatility and dampened appetite for risk came as the AI trade was already under scrutiny due to high spending levels.
Nvidia gets a rare sell rating from Wall Street
Seaport Research’s’s take on Nvidia stock is starkly at odds with all the other analysts on Wall Street.