Todd Gordon takes a look at semiconductors.
Wall Street has found a new quantum computing play. Analysts see as much as 75% upside
This company is among the few public quantum computing firms with revenue, making it a great play on the emerging technology, analysts say.
David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection
“It probably won’t surprise anyone that we are again putting capital preservation at the top of our priorities,” Einhorn said in his latest investor letter.
There’s a bottom in place for software stocks after horrid start to 2026, says BTIG
This has not been a kind year for software stocks, but investors in the beaten-down group may soon get some relief.
Adobe continues to struggle. This options trade doubles down on a potential rebound
Options trader Nishant Pant revisits this bull call spread.
Evercore ISI pounds table on Sandisk. Bull case sees rally to $2,600
Shares of Sandisk have already rallied nearly 300% this year. Evercore’s bull case sees another 173% jump.
Investor survey shows most bearishness in 11 months. So the contrarian call is to buy
The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2025.
This biotech firm has room to run, even as its drug royalties are set to shrink
Biogen could see lower royalties for Ocrevus after its patent expires , but it has developed other medicines that will support its growth, per Piper Sandler.
JPMorgan says this U.S. chemical stock stands to benefit from Iran war supply disruption
Eastman Chemical shares will rise thanks to higher prices of several chemicals that it produces, according to the bank.
General Motors is trading at attractive levels after pullback, Deutsche Bank says
Shares have edged down more than 2% since the Iran war began, fueled by concerns about rising shipping costs and potential supply shocks.