These stocks in particular face downside risk if the U.S. and China ramp up their tit-for-tat conflict, according to the Wall Street bank.
Analysts remain optimistic on Disney’s growth despite bumpy earnings reaction
Analysts walked away from Disney’s first-quarter results more bullish on the stock.
Here are Thursday’s biggest analyst calls: Nvidia, Apple, Tesla, Ferrari, Qualcomm, Microsoft & more
Here are Thursday’s biggest calls on Wall Street.
Ford guidance overshadows strong fourth-quarter results. What analysts are saying
Ford said that its 2025 guidance, which came out in line with or lower than many analysts’ expectations, “presumes headwinds related to market factors.”
Wall Street analysts liked Qualcomm’s results, but concerns about growth are emerging
Qualcomm posted financial results for its fiscal first quarter that beat estimates. Shares shed nearly 5% during premarket trading Thursday, however.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The three major averages rose on Wednesday for a second consecutive winning session. Here’s what CNBC is watching going into Thursday.
IBM is the best Dow stock in the past 3 months, but one CIO says its AI message is disappointing
Scott Nations said there are some worries about IBM despite strong earnings in the latest quarter.
New ETFs from BlackRock take aim at $6 trillion money market fund industry
BlackRock’s iShares unit launches two new funds that can compete for investor’s cash holdings.
Eli Lilly must put to rest doubts about whether Zepbound’s growth can live up to the hype
Living up to the hype around GLP-1 obesity treatments is tough enough. But Eli Lilly needs to hit its own targets.
Bitcoin treasury pioneer MicroStrategy rebrands with a new name: Strategy
The software company turned “bitcoin development” firm unveiled a new name and logo ahead of its fourth-quarter earnings.