CoreWeave is likely to benefit from embracing short-term contracts, allaying fears over its outsized investments and boosting the stock, the bank says.
Here are Thursday’s biggest analyst calls of the day: Nvidia, SpaceX, Imax, Meta, CoreWeave, Tesla & more
Here are Thursday’s biggest calls on Wall Street.
Imax is a must for movie theaters, making the stock a buy, Morgan Stanley says
Imax films have become more in demand at movie theaters, which should give the company’s stock a big boost, per Morgan Stanley.
Meta’s Muse agent has the potential to dominate the AI space, says JPMorgan
The investment bank raised its price target on the social media and AI stock.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The major averages sold off on Wednesday as a sharp surge in Treasury yields heightened traders’ fears of more interest rate hikes from the Federal Reserve.
Markets are rapidly coming around to the reality that the Fed has a lot more work to do
History shows that isolated tweaks are rare.
Bonds are getting thumped as yields surge. Here’s what it means for the 60/40 portfolio
For the long-term investor, it doesn’t hurt to check duration and credit quality, as well as shop around for inflation protection.
These stocks have thrived during past rate-hiking cycles. Bank of America says buy them now
The bank said quality stocks should “continue to lead given the likelihood of more Fed hikes,” while value stocks have a chance to accelerate as profits grow.
Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
Katie Stockton breaks down the charts on Arm Holdings.
Value investors retool their models to keep up with the AI stock market
A more flexible definition of value has helped one fund outperform at a time when the fastest hands are rewarded for holding the hottest growth stocks.