Frank Cappelleri breaks down the trade in the iShares Global Infrastructure ETF (IGF).
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Philippe Laffont’s Coatue entered into Paramount last quarter amid weakness
The firm opened a position worth more than $38 million in the legacy media company.
Goldman believes this maker of software for banks offers 30% upside
The Wall Street investment bank says headwinds around cloud-based software provider nCino are clearing just as the higher-for-longer rate backdrop fades.
A trade that wins if this tech stock’s big AI spending fails to pay off
Tony Zhang gives a way to profit from a pullback in Oracle.
The best stocks to weather more market and economic turbulence, according to HSBC
HSBC expects volatility to continue over the next few weeks.
Baupost’s Seth Klarman slashed big Alphabet stake last quarter before the sell-off
The hedge fund manager, who oversees roughly $28 billion in assets, chopped his position in the Google parent by 64% to just $195 million at the end of June.
Wall Street still loves the ‘Magnificent Seven’
Don’t get it twisted: Wall Street’s love affair with the “Magnificent Seven” is alive and well.
Wednesday’s analyst calls: Starbucks gets upgraded, a buying opportunity in Chipotle?
Two companies involved in leadership shake-ups were among the stocks being talked about by analysts on Wednesday.
Buy these stocks with solid earnings power during the volatility, Wolfe Research says
Through the back half of the year, investors should look at these names that may be set to outperform, one researcher says.
Investor who owns both Starbucks and Chipotle on how she’s viewing Niccol jumping over
“Investing is like being in a perpetual state of dissatisfaction,” she said.