The S&P 500’s forward multiple sits at the high end of its 20 year historic range. Megacap tech stocks represent the bulk of the earnings growth.
‘Groundbreaking’: Las Vegas Sphere sells 120,000 tickets for ‘Wizard of Oz’ screenings
The company expects ticket sales to hit 200,000 by the time of the first screening.
Goldman sees this uranium stock surging as U.S. expands nuclear power, invests in critical resources
This domestic uranium miner is poised to benefit from the Trump administration’s push to expand nuclear power and rebuild a domestic supply chain.
BlackRock’s Rick Rieder says CPI gives Fed justification for a half-point cut in September
“We expect the Fed to begin cutting rates in September, and it could be justified cutting the Funds rate by 50 basis points,” Rick Rieder said.
What to buy for a trade after light CPI: Small caps and low quality
The cooler inflation reading could be a major boon for small caps and lower quality stocks, which could rip higher after skipping out on this year’s gains.
Buying the dip on this footwear stock using options after ‘overdone’ sell-off
Options trader Nishant Pant breaks down this “bull call spread.”
Musk’s legal threats are ‘massive headache and headwind for Apple,’ Dan Ives says
The battle between the Tesla CEO and Apple could “really sort of spiral and take on a life of its own,” Ives told CNBC.
Goldman Sachs upgrades this software provider ahead of September investor day
Clearwater Analytics’ core business is “consistently growing” free cash flow at more than 20% annually, according to Goldman Sachs.
Here are Tuesday’s biggest analyst calls: Nvidia, Tesla, Chipotle, Starbucks, Micron, Five Below, American Express, Palo Alto & more
Here are Tuesday’s biggest calls on Wall Street.
Morgan Stanley says buy the dip on this software stock, calls for 50% surge
The firm upgraded the stock to overweight from equal weight.