These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.
As bond investors fret over an AI bubble, what to know — and how to find an opportunity
For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the pros are saying.
Investors say ‘safest’ software play Microsoft looks cheap at current prices
Two investors told CNBC’s “Halftime Report” on Wednesday that they recently added to their positions in Microsoft.
Broadcom earnings are out after market close. What top analysts are expecting
Analysts from firms including Morgan Stanley, UBS and JPMorgan are notably bullish on Broadcom’s TPU business.
Respect price over opinion when the S&P 500 range is inside a multi-month ‘trading box’
The benchmark stock index has been testing the lower boundary of its latest trading range — what Nicolas Darvas called a trading box.
Big Tesla backer Leo KoGuan buys 1 million Nvidia shares, saying AI is not a bubble
KoGuan said he purchased the shares earlier this week and plans to buy more, adding he is convinced the surge in AI investment is still in its early stages.
U.S.-Iran attacks are putting a spotlight on drone technology. How to invest
Drones are playing a prominent role in the war between the U.S. and Iran that erupted over the weekend, putting a spotlight on the need for deterrence systems.
Play a recovery in highly-profitable Alphabet by using this options strategy
Alphabet offers a compelling combination of scale, profitability and long-term growth potential.
Here are Wednesday’s biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Target, Blue Owl, Toll Brothers & more
Here are Wednesday’s biggest calls on Wall Street.
Truist initiates this homebuilder at a buy rating, citing strength in the luxury housing market
Truist Securities sees shares of Toll Brothers rising 24% from here.