The magnitude of the A.I. capital spending boom is historic and the dollar values are staggering.
A U.S. push into the drones industry will drive big gains for this components maker, says Roth
The investment firm initiated coverage of the drone components maker with a buy rating.
This little-known tech name soared on earnings. KeyBanc sees more gains ahead
Zebra Technologies gained 11% in the trading session following its first-quarter earnings, and its shares are likely to sustain that momentum, per KeyBanc.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 pulled back from its record on Tuesday as higher oil prices and a hot consumer inflation report kept stocks under pressure.
Greenlight’s David Einhorn pitches five turnaround stocks at Sohn, from AI to infrastructure
The Greenlight Capital founder pitched five investment ideas in New York, focusing on companies he said are in a transitional period with catalysts for growth.
Investors poured $15 billion into more risky corners of the bond market in April. Where they’re finding yield
Fixed income ETFs with a little more risk were especially attractive for investors last month as the funds continued to offer attractive yields.
New futures market for semiconductors comes as AI drives costs skyward
Contracts can be used to hedge against rising GPU rental rates and other operational costs
Korean stocks are coming off their best week since 2008. Where the charts signal they’re heading next
Todd Gordon breaks down the charts on the high-flying Korean stock market.
Markets raise chances for a Fed rate hike following hot inflation report
Market pricing took virtually any chance of a cut off the table between now and the end of 2027.
Five reasons why oil prices haven’t surged higher despite the Iran war
The oil market faces the largest supply disruption in its history, yet prices aren’t that high compared with the past. Wall Street analysts have five reasons why.