Microsoft’s big spending plans are pressuring the stock, but analysts remain bullish on the tech giant.
Meta’s spending outlook is sending the stock lower. Here’s what analysts had to say
Better-than-expected results from Meta Platforms were being overshadowed by worries around the company’s massive artificial intelligence spending plans.
Santoli’s market wrap-up: Bull market’s core tenets remain intact despite December Fed uncertainty
Insatiable AI demand, Fed lowering rates and trade worries easing keep the bull case in place for stocks.
DoubleLine’s Gundlach cuts gold exposure to 10%, urges investors to rebalance after ‘nosebleed’ rally
DoubleLine Capital CEO Jeffrey Gundlach is dialing back his exposure to gold after the metal’s powerful run this year,
Northside CIO Jim DeWolfe says investors are turning to alternatives as 60/40 portfolio falls short
Performance from the classic 60/40 mix of global stocks and bonds isn’t enough to meet the long-term return targets of most investors today, DeWolfe said.
Blackrock Co-CIO Jeff Shen stays upbeat on U.S. stocks, sees opportunities abroad
Shen pointed to international markets — from Europe to Asia — as potential beneficiaries of the global easing cycle and the broader AI-driven investment boom.
This sector is beating the S&P 500 and is set for even greater outperformance, charts show
Frank Cappelleri of CappThesis goes through the charts of this sector that’s outpacing the broader market.
It’s tech’s biggest earnings day. What top analysts are looking for in Microsoft, Meta and Alphabet results
Analysts are closely watching megacap tech earnings as the reports could be a crucial signal about where the U.S. stock market is heading.
How to generate income into year-end with Fed lowering rates
With the Federal Reserve expected to announce another rate cut on Wednesday, investors may be looking for fresh income opportunities.
Nvidia becomes most valuable public company ever. How to capture any more upside with less risk using options
Tony Zhang breaks down this options trade on the high-flying AI play.