Morgan Stanley’s Andrew Szczurowski is still finding attractive income streams, but says digging is necessary to separate winners from the losers.
There’s a ‘bearish-to-bullish’ reversal happening in this mid-cap biotech stock, says Carter Worth
Carter Worth takes a look at the charts for mid-cap biotech Immunovant.
The new anti-AI trade sweeping Wall Street: ‘HALO’
Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
Oppenheimer predicts the global drone market will be worth $400 billion in a decade. How to play it
A newer ‘lower-skies’ category within the global defense market is growing twice as fast as the entire market. Oppenheimer analysts have a way to play it.
A Palantir options trade to play a potential buying opportunity while defining risk
Jeff Kilburg on how he’s trading Palantir.
Apple appears to be sitting out the AI arms race. Will the strategy work?
In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That’s far less than others.
UBS downgrades the U.S. stock market. Here’s what has the investment bank worried
UBS downgraded U.S. equities to benchmark in a fully invested global equity portfolio, saying factors that powered years of outperformance are starting to fade.
Trump Media in talks to spin off Truth Social from DJT into independent stock
Trump Media said it was considering separating Truth Social into a separate, publicly traded company.
Here are Friday’s biggest analyst calls: Nvidia, Netflix, Dell, Honeywell, Block, Palantir, Live Nation & more
Here are Friday’s biggest calls on Wall Street.
TD Cowen turns bullish on Southwest Air as passenger demand strengthens
TD Cowen sees shares of Dallas-based Southwest rallying 30% from current levels.