Despite elevated aluminum production costs and shipment timing issues, Alcoa (AA) is strongly capitalizing on structurally higher prices.
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
The new additions come as Loeb has increasingly embraced AI as a long-term investment theme.
Salesforce has been battered in 2026. Bank of America sees more losses ahead
The bank reinstated coverage of the software name with an underperform rating.
This chip stock could be a big winner with rise of agentic AI, Bernstein says
The investment firm initiated coverage of the chip name with an outperform rating.
Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker
The investment bank has an overweight rating on the semiconductor name.
Top Wall Street analysts suggest these 3 stocks for their long-term prospects
Robust spending and strong demand for AI infrastructure have reinforced analysts’ confidence in several stocks after earnings season.
Ross Stores and TJX Companies among stocks with earnings momentum reporting this week
Ross Stores and TJX Companies are two stocks reporting this week with earnings momentum at their backs.
These ‘underappreciated winners of AI’ also pay solid income
These real estate investment trusts offer exposure to artificial intelligence. Wall Street sees upside ahead.
For better or worse, investors are living through Trump’s stock market. Here’s why
President Donald Trump has been considered the ultimate stock market president, overseeing an expansion to record highs as well as major declines.
Stocks like Nvidia have accelerating ‘momentum,’ Goldman Sachs says
The firm says stocks like Nvidia are firing on all cylinders.