These stocks with a rising exposure to artificial intelligence could see continued outperformance in 2024, according to Morgan Stanley.
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Pro Talks: Jim Lebenthal on the fundamental analysis tools that will make you a better investor
Veteran “Halftime” guest and investor Jim Lebenthal sat down with CNBC’s Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers.
Friday’s biggest analyst calls: Microsoft price target increase, Lyft gets an upgrade
Microsoft and Lyft were among the stocks being discussed by analysts on Friday.
Three stocks to play the booming energy needs of AI data centers, according to BTIG
Companies that can supply energy fast will benefit as data centers face a power squeeze.
With yields around 7%, fallen angel ETFs have outperformed — but come with risks
This part of the bond market is often overlooked.
Bolster your portfolio’s income like a pro with these strategies
In today’s interest rate environment, investors searching for portfolio income have plenty of options.
It may be time to take profits in this outperforming bank stock, according to the charts
David Keller breaks down the charts on Citigroup.
This Fidelity portfolio manager says Nvidia has a ‘huge moat’ and can keep rallying
Adam Benjamin, the primary manager of the Fidelity Select Technology Portfolio, told CNBC why he thinks Nvidia can maintain its momentum.
JPMorgan upgrades this beaten-down payments stock, says it can surge 50%
Analyst Yuri Fernandes upgraded Cayman Islands-based StoneCo to overweight from neutral, citing the stock’s appealing annual earnings potential of 20%.
This chip stock just won a big Google contract and is carving out its niche in AI
This likely winner of a big chip contract from Google could see shares rally another 20% from here, according to JPMorgan.