Robust spending and strong demand for AI infrastructure have reinforced analysts’ confidence in several stocks after earnings season.
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Ross Stores and TJX Companies among stocks with earnings momentum reporting this week
Ross Stores and TJX Companies are two stocks reporting this week with earnings momentum at their backs.
These ‘underappreciated winners of AI’ also pay solid income
These real estate investment trusts offer exposure to artificial intelligence. Wall Street sees upside ahead.
For better or worse, investors are living through Trump’s stock market. Here’s why
President Donald Trump has been considered the ultimate stock market president, overseeing an expansion to record highs as well as major declines.
Stocks like Nvidia have accelerating ‘momentum,’ Goldman Sachs says
The firm says stocks like Nvidia are firing on all cylinders.
Berkshire’s new CEO overhauls portfolio, dumping a slate of stocks
Berkshire Hathaway’s equity portfolio got one of its biggest renovations ever during Greg Abel’s first three months as the company’s CEO.
Cisco is the most overbought stock in the S&P 500. Here are the others.
Cisco was the most overbought stock in the S&P 500 this week, meaning its shares could be due for a pullback, according to a CNBC Pro screener.
Activist Starboard takes stakes in these two consumer stocks
Activist Starboard Value started new positions in two consumer stocks, according to a recent regulatory filing.
Sundheim’s D1 Capital bought several tech stocks last quarter — with one big exception
D1 Capital bought into a plethora of well-known technology stocks in the first quarter, with the exception of a social media giant.
Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines
The Omaha-based company built a position worth more than $2.6 billion, making Delta Berkshire’s 14th-largest holding at the end of March.