“It’s been a matter of a well thought out strategy prosecuted for seven decades with discipline, consistency, and unusual insight,” Oaktree’s Howard Marks said.
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What investors are watching on the final trading day of August
Frank Holland breaks down the key things on investors’ minds heading into the last trading day of August.
These stocks outperformed in August. Here’s where they’re expected to go
Here’s where analysts think some of the top performers in August are headed.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Nvidia weighed on the S&P 500 and the Nasdaq on Thursday, but the Dow posted a fresh record close. Here’s what CNBC TV is watching going into Friday.
The bond market is about to do something noteworthy while everyone’s distracted by Nvidia
In Thursday trading, the 10-year yield was less than 2 basis points below the 2-year, narrowing an inversion that began in June 2022.
Data center capacity in the Asia-Pacific region could double in about six years, BofA says — Stocks to play it
Hyperscalers like Amazon and Google are rapidly expanding their cloud infrastructure hubs across the Asia Pacific, which is seeing strong AI data center demand.
Morgan Stanley Wealth Management revamped its dividend equity portfolio, adding this high-flying utilities play
The Wall Street firm updated its dividend equity model portfolio, adding two new names and dropping a tech giant.
Disillusioned crypto investors are struggling behind bitcoin’s ETF success
Crypto investors are having a mild existential crisis as demand for the young asset class dries up in the midst of a bull market.
The one thing concerning Wall Street about Nvidia amid their glowing post-earnings analysis
There’s one figure in Nvidia’s earnings report that has some analysts sounding the alarm.
Latest blow for Nike: Back-to-school shoe trends, Stifel says
The investment bank cut its price target on the stock, noting the impact of waning market share in back-to-school shoe shopping.