The Fundstrat managing partner also sees the S&P 500 adding more than 12% in 2025.
Citi upgrades Bank of America to buy, pointing to a lighter regulatory environment
An ‘outsized’ valuation spread implies that shares of Bank of America could rally 33%, according to Citi.
Telsey upgrades Home Depot, sees Fed rate cuts as a boost to shares
Home Depot could be a beneficiary of the Federal Reserve’s latest rate cutting cycle, according to Telsey Advisory Group.
Goldman Sachs upgrades BioNTech to buy, sees stock surging more than 25%
The bank upgraded shares of the German biotechnology firm to a buy rating from neutral.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 and the Nasdaq Composite closed at fresh records Thursday as they extended their postelection rally. Here’s what CNBC is watching going into Friday.
Trump trades: Using the 2016 Trump rally stocks as a playbook for what to buy now
CNBC analyzed what did well after the 2016 presidential election, searching for hints of what could be coming.
DoubleLine’s Gundlach says expect higher rates if Republicans also win the House
DoubleLine ‘s Jeffrey Gundlach said interest rates could shoot higher if the Republicans ends up controlling the House and securing a governing trifecta.
These stocks reporting next week have a history of beating earnings expectations
More companies are due to report earnings next week, and some of them may be set up for gains in the coming days.
How to juice the yield in your fixed income portfolio as Trump returns to the White House
It could be a good time for income investors to revisit their portfolio.
Goldman says buy these stocks that are set to benefit most from Trump tax cuts
These companies could grow more quickly thanks to lower corporate tax rates, according to Goldman Sachs.