Analyst John Godyn said that the Iran war has brought the firm’s buy-rated defense names to the attention of investors.
Trader Stephen Weiss is holding his cash, says ‘this is not a trading market’
Stephen Weiss, chief investment officer at Short Hills Capital Partners, says this is not the time to be trading the market.
Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
Consensus hyperscale capex is at least $225 billion “too low” in 2027 and 2028, according to a recent analysis from Barclays analysts.
Using options to create an income stream to ride out the market swings as volatility spikes
Jeff Kilburg breaks down this SPY options trade.
Wells Fargo upgrades this discount retail chain on store growth and value-shopping tailwinds
The bank upgraded the discount store chain to overweight from equal weight.
HSBC upgrades this EV manufacturer on improving profitability and new model launches
HSBC sees shares of Nio adding 23% from here.
This helium supplier is a winner as Middle East conflict tightens supply, says JPMorgan
The bank upgraded the industrial gas supplier to overweight from neutral.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Stocks fell on Thursday as oil prices continued their surge. The Dow Industrials closed below 47,000 for the first time in 2026.
Dividend stocks are going gangbusters in 2026. Here’s what investors are doing with the extra cash
Relative safety is paying off for investors in dividend-paying stocks this year.
Strait of Hormuz closure sends fertilizer prices soaring. These stocks stand to benefit
A few fertilizer stocks still stand to gain ground amid shipping disruptions, according to Jefferies.