A Deutsche Bank analyst argues those betting on the “debasement trade” may be operating from a faulty premise.
Forget the 60/40 portfolio. This investor is 70/30 stocks and cash
Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a “meaningful amount” of cash this year.
RBC sees a bunch of red flags on Palantir ahead of earnings, sees stock eventually falling 70%
RBC said that shares of Palantir are still trading at an “unfavorable” risk-reward ratio, despite shedding 9% over the past three months.
Apple shares may be rangebound post earnings. How to use options to wring out profits anyway
Options are pricing in a move of a little more than $10 in either direction post-earnings, giving a clear sense of the size, even if the direction is unknown.
Big Tech stocks have been stuck for months. One top tech analyst says it’s time to buy
Melius Research’s Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components that are in short supply winds down.
P&G downgraded because of consumers’ affordability issues and Trump’s immigration policies
TD Cowen downgraded shares of P&G to hold.
Stocks making the biggest moves premarket: Humana, UnitedHealth, General Motors & more
These are the stocks posting the largest moves in early trading.
Affirm will get a big boost from bank charter, says Needham
Needham sees shares of Affirm rallying 46% from here.
CoreWeave gets an upgrade from Deutsche Bank following Nvidia investment
Analyst Brad Zelnick upgraded the artificial intelligence infrastructure provider to buy from hold.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 kicked off the week on a positive note as Meta Platforms and Apple rose ahead of their earnings reports.