The business model is similar to private equity but there are differences beyond the financing.
There’s a private equity giant that’s emerging from a ‘prolonged corrective phase’, says Katie Stockton
The founder of Fairlead Strategies breaks down the charts on this alternative asset manager.
Netflix woes setting up for a Hollywood ending, says trader Mike Khouw
Netflix’s stock price may have lost the plot, but its fundamental narrative remains intact.
Hyperscalers’ aggressive AI spending is rattling their stocks. But the bull market is hinging on it
Pulling back on investment would be a more troubling development than limiting returns to shareholders to accommodate demand, traders and analysts said.
Stay away from this beer giant as Brazil ‘sin tax’ and post-World Cup hangover weigh on the stock, says Barclays
Belgian beer company Anheuser-Busch is trading at a premium it likely can’t sustain, the bank said.
There’s a rerun move taking place in one of Josh Brown’s Best Stocks
The pattern developing in hotel and airline stocks right now is nearly identical to what played out in the spring, says Josh Brown.
Steve Eisman is starting to have doubts about AI. The ‘Big Short’ investor just sold a key tech stock
Steve Eisman is warning that investors may be underestimating the risks if the AI boom fails to deliver on lofty expectations.
Here are Monday’s biggest analyst calls: Nvidia, SpaceX, Tesla, Apple, AMD, GM, Ford, Rivian & more
Here are Monday’s biggest calls on Wall Street.
Rivian will emerge as big winner as robotaxi market grows, says Piper Sandler
The electric vehicle manufacturer is set to be a key player in future markets thanks to vertical integration, the investment firm said.
Ford and General Motors get upgraded by Jefferies, which sees sharp gains ahead
The bank upgraded both automakers to buy from hold.