Meta’s increased capex is reviving the AI trade that had been showing signs of fatigue.
Best stocks: Evaluating Amazon into earnings — don’t overreact to stock’s first knee-jerk move
Josh and Sean discuss this Big Tech Best Stock reporting after the bell Thursday.
An options trade that bets on consumer stocks rebounding — while hedging risk
Options trader Michael Khouw explains how to bet on the XLY ETF coming back.
Amazon earnings are out Thursday. Here’s what top analysts expect
Amazon is coming off of strong first quarter earnings and revenue. But in its last report, the company gave light guidance for the second quarter.
Bank of America has identified a new under-the-radar AI data center play
Data centers’ urgent need for backup generators should lift this stock.
Baird downgrades UnitedHealth shares, cites concerns over Optum Health business
Baird thinks UnitedHealth shares could come under even more pressure in the months ahead.
Here are Thursday’s biggest analyst calls: Nvidia, Tesla, Apple, Microsoft, Meta, CoreWeave & more
Here are Thursday’s biggest calls on Wall Street.
Meta’s earnings beat expectations. Here’s how analysts are reacting
Meta Platforms reported better-than-expected quarterly results, and analysts are feeling optimistic about its performance going forward.
Microsoft is surging following its earnings beat. Here’s what analysts are saying
Analysts and investors liked what they just heard from Microsoft.
CoreWeave is a buy after Microsoft’s strong earnings report, Citi says
Analyst Tyler Radke upgraded the artificial intelligence cloud computing stock.