Stifel’s $392 price target implies a 5% downside for shares of Microsoft from here.
Alphabet is slipping after higher capex guidance and a YouTube ads miss. Here’s why analysts are staying bullish
While analysts acknowledged Alphabet’s higher spending, they were also more optimistic than the stock’s 3% slide Thursday morning seemed to suggest.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted back-to-back losses Wednesday as chips and software tumbled.
Top software analyst says industry sell-off is a buying opportunity — but be selective
Citigroup analyst Tyler Radke said that the best bet for investors is to own names that will “be relevant as we get to the other side of this AI trade.”
Commodities Cold War: Trump’s critical-minerals quest is linked to AI ambitions
Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare weakness in the supply chain.
Here’s where investors sought income and performance in January
Fixed-income ETFs saw record inflows in January, according to State Street Investment Management.
Software stocks are selling off, but this big name may be worth another look, charts show
Software stocks have been suffering as fears of disruption from artificial intelligence rattle the industry, but one name is testing an uptrend line.
Crypto winter — How long it will last and the next downside bitcoin level to watch
Bitcoin could trade as low as roughly $38,000 this cycle, if several headwinds persist, according to Stifel analysts.
Alphabet earnings are out after market close. Here’s what Wall Street is watching
Analysts are betting on solid growth within Alphabet’s cloud and search businesses. They’re also expecting Meta’s strong results to give Alphabet a lift.
This northeast utility has broken out and is signaling further gains are ahead
What was once viewed as a sleepy, regulated utility is increasingly being reclassified as a strategic provider of infrastructure for the AI era.