The firm unveiled its best tech ideas amid heightened volatility following early August’s global sell-off.
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Major hedge funds bailed on some leading AI names
Major hedge funds ditched some of 2024’s leading artificial intelligence names ahead of the third-quarter sell-off, regulatory filings show.
Defensive stocks like this top software maker offer sanctuary in times of uncertainty, Wall Street analysts say
Wall Street analysts named several defensive stocks to help navigate a choppy market.
Trade of the week: Tech stocks post best gain in nearly two years
Technology stocks led the rebound this week as investors’ economic concerns dissipated. Nvidia added 19%.
The 60/40 portfolio excelled during the market storm — and Vanguard sees a strong decade ahead
The 60/40 portfolio recently passed its first real test since the 2022 bond market rout.
Brian Niccol’s fix for Starbucks’ China cafes could set the tone for where shares head next
The leadership shake-up has left Wall Street wondering what the new executive will do about the struggling China business.
How Walmart revived the AI trade
Walmart is playing a key role in reminding investors of artificial intelligence’s unbounded potential, according to Morgan Stanley.
Walmart, Starbucks among the most overbought stocks due for a pullback
This week’s recovery rally following last week’s sell-off has led investors to buy key retail names and others.
A hedge on chip stocks if the comeback doesn’t hold
Jeff Kilburg gives a trade on the VanEck Semiconductor ETF.
The long-term winners as AI boosts U.S. power needs, according to Mizuho
Data center power demand will triple to 9% of total U.S. electricity consumption by the end of the decade, according to Mizuho.