Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock’s valuation relative to hyperscaler peers.
Anthropic goes from software foe to friend. These stocks should benefit
Anthropic positioned its products as additive, rather than threatening, to existing software providers, analysts said.
Are collectibles a viable asset class? The buyer of the $16.5 million Pokémon card thinks so
AJ Scaramucci thinks trading cards have experienced tremendous growth, and thus they, and other collectibles, are great alternative investments.
Analysts see a turnaround for this unique e-commerce play after a unit sale and strong earnings
This is “one of the top five most visited websites, more than a lot of household names,” one analyst said.
Direct-to-consumer sales for obesity drugs are about to boom. JPMorgan sees Eli Lilly as big winner
Thanks to its “best-in-class” status, the bank believes the company will be the winner from a growing GLP-1 patient base.
There’s a structural shift taking place in AI that investors may be missing. How to play it
As agentic AI adoption accelerates, inference demand will grow exponentially.
Reddit sell-off creates asymmetric upside opportunity, says Loop Capital
Loop Capital sees shares of Reddit rallying 83% from their current levels.
It’s time to buy Oracle shares after the sell-off, says Oppenheimer
Oppenheimer sees shares of Oracle rallying 27% from here.
Ticketmaster antitrust risks are easing, making its parent company’s stock a buy, says Wells Fargo
Wells Fargo sees upside of 29% ahead for shares of Live Nation Entertainment.
BlackRock’s Rick Rieder is locking in attractive yields in this corner of the bond market before the opportunity slips away
BlackRock’s Rick Rieder tells CNBC where he is investing for income right now and why he thinks the opportunity may not last.