The investment firm upgraded cloud name to overweight from neutral.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
The major averages posted back-to-back gains on Tuesday, and the S&P 500 neared its all-time high. Traders remained hopeful for a resolution in the Middle East.
This portfolio allocation is outperforming the 60/40, says Morningstar
Morningstar’s diversified portfolio, made up of 11 asset classes, beat a “plain vanilla” 60/40 allocation by the widest margin since 2009.
Chips are emerging as market leaders once again. Where the charts signal they are going
Todd Gordon takes a look at semiconductors.
Wall Street has found a new quantum computing play. Analysts see as much as 75% upside
This company is among the few public quantum computing firms with revenue, making it a great play on the emerging technology, analysts say.
David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection
“It probably won’t surprise anyone that we are again putting capital preservation at the top of our priorities,” Einhorn said in his latest investor letter.
There’s a bottom in place for software stocks after horrid start to 2026, says BTIG
This has not been a kind year for software stocks, but investors in the beaten-down group may soon get some relief.
Adobe continues to struggle. This options trade doubles down on a potential rebound
Options trader Nishant Pant revisits this bull call spread.
Evercore ISI pounds table on Sandisk. Bull case sees rally to $2,600
Shares of Sandisk have already rallied nearly 300% this year. Evercore’s bull case sees another 173% jump.
Investor survey shows most bearishness in 11 months. So the contrarian call is to buy
The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2025.