The artificial intelligence threat trade hit media stocks late this week, sparking a selloff of names like Netflix, Fox and Walt Disney.
Deutsche Bank upgrades Airbnb on earnings beat and AI momentum
Deutsche Bank’s $154 price target implies a 33% upside for shares of Airbnb.
Jefferies turns bullish on AI fraud software name as demand accelerates
Jefferies sees shares of Mitek System rising 30% from here.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted a third consecutive losing session as concerns over disruption from artificial intelligence weighed down the major averages Thursday.
Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
Tech investors told CNBC that they were watching ‘pick-and-shovel’ infrastructure stocks, derivative power plays and semiconductor names.
This auto supplier just pivoted to AI data centers. Wall Street is really bullish
BorgWarner’s deal with TurboCell has investors excited about the auto supplier’s potential to adapt to the AI-economy.
With the market rotation underway, agribusiness stocks may be ready for a bounce
A key theme of 2026 is boring is back. The charts suggest some opportunity in agribusiness stocks.
Josh Brown says this homebuilder is forming one of the most bullish chart patterns that exist
Josh and Sean discuss the appeal of old economy stocks and the cup-and-handle chart pattern.
The stock market is expected to move big on Friday’s CPI. Here are the possible scenarios
Under the most likely scenario for the consumer inflation reading, the JPMorgan trading desk sees the S&P 500 gaining 0.25% to 0.75%.
The ‘Moon economy’ is about to boom. Deutsche Bank thinks this one space stock will benefit
This stock is a play on lunar infrastructure and connectivity, the firm said.