Sohn Investment Conference, one of the highest profile gatherings on Wall Street, welcomed several seasoned investors to present their latest conviction picks.
Steve Cohen says stocks could retest their April lows, sees a 45% chance of recession
Cohen’s comments came after the U.S. and China suspended reciprocal tariffs pending a 90-day negotiating period, which sparked a sharp rally in stocks.
Buy this ‘second-best’ AI play amid its recent rally, Nations Indexes’ Scott Nations says
Investors should consider buying this chip stock following a slew of positive headlines, according to Nations Indexes president Scott Nations.
Hedge fund manager Einhorn sees upside for gold and inflation
The hedge fund manager told CNBC he still believes gold can go higher after a strong start to 2025.
Greenlight’s David Einhorn unveils his new pick, says it could be a tariff beneficiary
“I’m presenting a company where the management has made excellent strategic decisions but the stock has suffered due to a lot of bad luck,” Einhorn said.
Buy these dividend-paying regional bank stocks, Truist says
In the current economic climate, Truist is being selective when it comes to small- and mid-cap banks. Here are names on its buy list.
Rising hedge fund stars at Sohn give their top investment ideas, including one that can rally nearly 50%
A handful of hedge fund founders took the stage on Wednesday at the 2024 Sohn Investment Conference in New York to share their best investment ideas.
These 3 stocks are showing clear bottoming formations and could rip higher, charts show
If this market is going to extend meaningfully higher, participation will likely need to broaden beyond the current leaders.
Trump’s preferred price for oil is between $40-$50 based on his social media posts
Goldman Sachs mined all of Trump’s posts on Twitter, X and Truth Social to figure out what price he wants for U.S. crude oil.
An options play that could reap strong gains in this chip-related stock as trade tensions ease
The U.S.-China trade detente alleviates pressure on the semiconductor industry, which has been impacted by supply chain disruptions and uncertainty.