While anxiety around President Donald Trump’s tariff plans looms large, U.S manufacturing may still see growth this year, according to Wolfe Research.
Goldman says the rally in steel stocks on Trump’s tariffs can continue, gives 3 names to buy
Steel stocks advanced Monday on the tariff news, with the group gaining roughly 7%, Goldman noted. By contrast, the S&P 500 rose 1%.
How to bet on a UPS comeback after its recent stock rout with lesser risk using options
Nishant Pant describes a bull call spread on the shipping giant.
Bank of America says these two stocks are the best way to play DOGE’s efficiency push
DOGE’s restructuring efforts could lead to gains for this defense contractor and this software company, according to Bank of America.
These ‘trade war heroes’ can thrive as tariffs look set to rise, says Evercore ISI
The budding trade war is another economic concern for markets already on edge for signs of persistent inflation and slower growth.
IBM is a buy that’s poised to rally nearly 30%, Oppenheimer says
Investors are currently underappreciating IBM’s pivot to software, according to Oppenheimer.
CFRA upgrades Super Micro Computer ahead of second-quarter earnings release
CFRA is taking on a more bullish view of Super Micro Computer ahead of its second-quarter earnings release.
UBS upgrades this residential real estate broker, calls for nearly 50% upside ahead
UBS analyst Chris Kuntarich pointed to Compass’ recently closed acquisition as a major catalyst for the stock.
KeyBanc upgrades Steel Dynamics, citing Trump’s steel tariffs as a catalyst
Analyst Philip Gibbs upgraded shares of the steel producer to overweight from sector weight.
Sell McDonald’s on Monday’s gains, Main Street Research investor says
Main Street Research’s James Demmert says to sell McDonald’s and Charles Schwab. The investor is bullish on German software stock SAP.