BMO Capital Markets believes that ramping Middle East tensions could boost this stock’s pricing power.
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Loop Capital sees shares of Astera Labs rising 120% from here.
This airline stock is the most at risk from higher jet fuel prices as U.S.-Iran war continues, says Rothschild
Rothschild & Co Redburn sees shares trading around the flatline in the near future.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
Stocks rose on Wednesday as traders looked past the U.S.-Iran conflict. The Dow Industrials advanced more than 200 points to end a three-day losing streak.
‘HALO’ is the trade in vogue on Wall Street right now. Here are Goldman’s favorite stocks
These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.
As bond investors fret over an AI bubble, what to know — and how to find an opportunity
For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the pros are saying.
Investors say ‘safest’ software play Microsoft looks cheap at current prices
Two investors told CNBC’s “Halftime Report” on Wednesday that they recently added to their positions in Microsoft.
Broadcom earnings are out after market close. What top analysts are expecting
Analysts from firms including Morgan Stanley, UBS and JPMorgan are notably bullish on Broadcom’s TPU business.
Respect price over opinion when the S&P 500 range is inside a multi-month ‘trading box’
The benchmark stock index has been testing the lower boundary of its latest trading range — what Nicolas Darvas called a trading box.
Big Tesla backer Leo KoGuan buys 1 million Nvidia shares, saying AI is not a bubble
KoGuan said he purchased the shares earlier this week and plans to buy more, adding he is convinced the surge in AI investment is still in its early stages.