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Investors are seeing shades of yesteryear’s Dan Loeb in a letter he recently wrote to the CoStar board.

Software giants such as Intuit and Palantir were among this week’s most oversold stocks. Memory stocks topped CNBC’s screen of overbought names.

The list of companies where analysts have lately lifted estimates includes Ralph Lauren and Palantir.

Carter Worth looks at the silver/gold ratio.

“If you can keep them in the market and then capture enough of the upside over time, you can really help people build wealth …,” the fund manager said.

Shannon Saccocia, chief investment officer at Neuberger Berman, sits down with CNBC’s Dominic Chu to discuss the major investing themes she is keeping an eye on in 2026. She talks the future of the AI trade, the impact of geopolitical turmoil, highly anticipated IPOs, and more. Plus, she answers questions from CNBC Pro subscribers.

While the GameStop episode became a defining moment for mom-and-pop traders, it overshadowed the names they’ve bought in the biggest sums since.

Microsoft’s stock tumbled 12.5% to a low print of the day of $421 on Thursday, slicing off more than $400 billion in market value.

Key catalysts, including the potential for more price hikes, are driving analyst Jason Bazinet’s upgrade.

Investors see the former Fed governor as a credible steward of monetary policy despite expectations he may push for lower rates.