Link also said she likes stocks that offer exposure to the power buildout, including Quanta Services, Vertiv and Eaton.
Investors are getting hyped over the SpaceX IPO. Here’s what the market impact may be
The Elon Musk-founded aerospace company could inject excitement into an inert IPO pipeline, but the market impact could be more muted than investors expect.
Buy these dividend stocks poised to raise payouts again, says Trivariate’s Adam Parker
With dividend yields not what they once were, investors should be choosing investments wisely in order to maximize returns, according to Trivariate Research.
Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Shares of the chip giant are well below the all-time high, but an opportunity to bet on the next leg up has emerged.
Drone industry is on pace for big Pentagon contracts. These stocks would benefit the most
The proposed $1.5 trillion defense budget means the U.S. government will scale up purchases from drone companies in fiscal 2027.
Many on Wall Street saw this ‘TACO’ coming as Trump’s brinkmanship starts to lose grip on market
A growing cohort of investors has come to believe Trump’s escalation tactics follow a familiar script.
Robinhood’s Trump Accounts partnership signals big upside for the stock, analysts say
Robinhood’s involvement in the Trump administration’s new youth investment accounts creates a big long-term opportunity for shareholders, analysts say.
Playing Alphabet using a bullish options after tech giant recently topped a key level
Tony Zhang breaks down this options trade that defines downside risk in GOOGL.
JPMorgan says Anthropic’s groundbreaking cybersecurity model positive for these two stocks
Security vendors CrowdStrike and Palo Alto Networks “are essential partners in the effort to fight AI with AI,” the analyst wrote.
Roth Capital downgrades these six energy stocks after U.S.-Iran war ceasefire
Roth Capital downgraded a few energy stocks, including Diamondback Energy, following signs that the Iran war is winding down, its analysts’ new note shows.