Mike Khouw breaks down a pairs trade involving Nike and Hoka-parent Deckers.
Bitcoin could return to pre-election levels after this week’s selloff, says Wolfe
Bitcoin is now about 21% below its all-time high after a broad risk-off move this week pushed it to a 3-month low.
Analysts see a bullish read-through for these stocks from Nvidia’s results
Nvidia’s latest quarterly results topped Wall Street’s estimates, and analysts think this could mean a boost in shares for other names linked to the AI space.
Highway and data center builder Sterling Infrastructure raised to buy with 51% upside at D.A. Davidson
Sterling’s stock price valuation looks attractive, D.A. Davidson said. The stock is down 34% in three months.
Nvidia downgraded by one Wall Street firm worried about the DeepSeek effect
Summit Insights Group downgraded Nvidia to hold from a buy rating on concern that less computing power may be needed for developing large language models.
State Street, Apollo team up to launch first of its kind private credit ETF
Wall Street is eager to provide access to private equity and credit to the masses, and ETFs are the obvious wrapper.
Here are Thursday’s biggest analyst calls: Nvidia, Tesla, Snowflake, Salesforce, Amazon, GE Vernova & more
Here are Thursday’s biggest calls on Wall Street.
Morgan Stanley downgrades Modelo importer Constellation Brands as Mexico tariffs loom
Constellation Brands could feel the squeeze as Mexico tariffs loom ahead, Morgan Stanley wrote.
Goldman Sachs gets a downgrade from KBW, which says the bank is too expensive at the moment
Shares of Goldman Sachs look too expensive at the moment, according to Keefe, Bruyette & Woods.
Nvidia delivered earnings that beat expectations. Here’s what analysts had to say
The bar for Nvidia earnings was set high, and analysts feel like the chipmaker cleared it.