Treasury yields continued their ascent on Monday, dragging down the major averages to start the week. The Dow Industrials fell more than 300 points.
Higher rates will create winners and losers in bonds, says UBS. Where the bank sees opportunity
The caliber of bonds matters, especially the higher rates go, UBS says.
Nearly half the stocks in the S&P 500 are at cross purposes with the rest of the market
Almost half of the stocks in the S&P 500 have a negative beta, evidence of a chasm between the entire index and its individual components.
‘Take or pay’: AI companies are taking a risky page from the energy sector’s playbook
Borrowed from the energy sector, take-or-pay contracts have a firm start date and make customers pay for products regardless of whether they use them.
Muse AI agent led Meta Platforms into the Best Stocks in the Market list. What Josh Brown thinks
Meta made it into Josh Brown’s list after last week’s surge.
IonQ has been on fire this month. Bank of America says buy the quantum computing stock
IonQ has “multiple ways to win” but investors are paying for growth that is not yet realized.
Which 10-year yield level will really start to hit stocks? Here’s what history suggests
The record suggests that the 10-year yield will have to approach 7% in order to meaningfully hurt stocks, according to Bank of America.
Here are Monday’s biggest analyst calls: Nvidia, SpaceX, Apple, Micron, Coinbase, Tesla, Sweetgreen & more
Here are Monday’s biggest calls on Wall Street.
Bank of America says to scoop up shares of this cruise line operator at a discount
The bank upgraded the cruise line operator to buy from neutral.
Agentic AI will drive Micron to new heights, says Baird
The firm reiterated its outperform rating on the memory chipmaker and raised its price target on the stock.