Analyst Vivek Juneja cut his earnings estimates for U.S. banks, and warned “there is potential for further cuts” due to tariff changes Wednesday.
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Two retailers could end up beneficiaries of tariffs, says Citi in upgrade
Citi analyst Paul Lejeuz upgraded shares of both TJX Companies and Ross Stores to a buy rating from neutral.
Investors should stay away from risk right now after Trump’s tariff announcement, says Citi’s Kate Moore
Moore’s comments come after President Donald Trump signed a tariff plan that imposes steep levies on many countries.
Treasury Secretary Bessent says market woes are more about tech stock sell-off than Trump’s tariffs
“The Nasdaq peaked on DeepSeek day so that’s a Mag 7 problem, not a MAGA problem,” Bessent said.
Trump’s new tariffs ‘worse than the worst case scenario,’ Wedbush’s Dan Ives says
President Donald Trump’s extensive tariffs rollout on Wednesday was worse than expected for the market, according to Wedbush’s Dan Ives.
This beat-up Big Tech play is a promising growth name, says Accuvest Global Advisors CIO
CIO Eric Clark called out two of his favorite plays on CNBC’s “Three-Stock Lunch” segment Wednesday.
U.S. stocks with the most revenue exposure in China if trade war breaks out
Goldman Sachs screened for stocks with revenue exposure of at least 25% to the Greater China region.
Beware Canada trade war: U.S. stocks with the most revenue exposure to the Great White North
As the market braces for President Trump’s massive tariff rollout, investors should be cautious of some stocks that have meaningful Canada revenue exposure.
Dividend stocks can cushion portfolios during volatility. These names are loved by Wall Street
CNBC screened for dividend-paying names that have at least 30% upside to analysts’ average price target.
Investing around the trade war: These defensive, stable stocks should be immune
Stocks that could weather tariff-related volatility include Keurig Dr Pepper, which Morgan Stanley called a “safe haven” name.