Todd Gordon analyzes Innodata.
Ken Griffin says Trump’s ‘bombastic’ trade rhetoric is a mistake that’s eroding trust in the U.S.
The billionaire hedge fund founder’s comments came after Trump on Monday evening signed an order that would impose 25% tariffs on steel and aluminum imports.
‘Revenge of the nerds’: Bank of America says there’s a big rotation to boring bank stocks from buzzy tech
Trends in rates, regulations and customer activity all provide reason for optimism on bank stocks, the firm said.
Manufacturing to stay strong despite tariffs, and these stocks will benefit the most, Wolfe says
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.