Jefferies found a basket of “AI risk” stocks, ranging from MongoDB to Robinhood, that could be under threat as the technology develops.
All the highlights from Berkshire CEO Abel’s first shareholder letter
After two months on the job, new Berkshire Hathaway CEO Greg Abel emphasizes he won’t be making major changes to the way the company has operated for decades under Warren Buffett’s leadership.
Private equity stocks like Apollo are among the most oversold names in the S&P 500
Private equity firms like Apollo were oversold in the last full week of February, while Dell Technologies was one of the most overbought stocks, per LSEG data.
Morgan Stanley says stocks like Nvidia have more room to run in March
Morgan Stanley named a host of top ideas that are compelling heading into March.
This Morgan Stanley income fund is rated 5 stars by Morningstar. Where its manager is investing right now
Morgan Stanley’s Andrew Szczurowski is still finding attractive income streams, but says digging is necessary to separate winners from the losers.
There’s a ‘bearish-to-bullish’ reversal happening in this mid-cap biotech stock, says Carter Worth
Carter Worth takes a look at the charts for mid-cap biotech Immunovant.
The new anti-AI trade sweeping Wall Street: ‘HALO’
Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
Oppenheimer predicts the global drone market will be worth $400 billion in a decade. How to play it
A newer ‘lower-skies’ category within the global defense market is growing twice as fast as the entire market. Oppenheimer analysts have a way to play it.
A Palantir options trade to play a potential buying opportunity while defining risk
Jeff Kilburg on how he’s trading Palantir.
Apple appears to be sitting out the AI arms race. Will the strategy work?
In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That’s far less than others.