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.
JPMorgan manager says his $39 billion ETF can profit from volatility in 2025 — and it yields 7%
Morningstar calls this a ‘hot corner’ of the ETF market.
Wall Street is souring on ‘Magnificent 7’ stocks after group’s worst earnings season since 2022
Now is a ‘prudent’ time for investors to consider lowering their exposure to the ‘Magnificent 7’ cohort, Trivariate Research wrote in a recent note.
This energy stock is showing signs of a breakout ahead, according to Katie Stockton
The technical analyst breaks down the charts in SLB.
The options market expects Palantir to move either up or down by 20% in 6 weeks
Mike Khouw breaks down an ‘iron condor’ options trade in Palantir.
Appaloosa’s David Tepper hikes his ‘everything’ China bet, loads up on Alibaba, JD.com and ETFs
Appaloosa Management raised its stakes in Alibaba, PDD and JD.com in the fourth quarter as they continued to be among Tepper’s biggest holdings.
Buy Nvidia for a trade into earnings later this month, says Evercore ISI
Evercore ISI is getting bullish on the chip giant despite its recent losses in the wake of developments from Chinese artificial intelligence startup DeepSeek.
Steel and aluminum stocks surge on Trump plan to impose 25% tariffs on imports to U.S.
The aluminum tariff would add nearly 30 cents per pound to prices not including transportation and other costs, according to JP Morgan.