The 60/40 portfolio recently passed its first real test since the 2022 bond market rout.
Brian Niccol’s fix for Starbucks’ China cafes could set the tone for where shares head next
The leadership shake-up has left Wall Street wondering what the new executive will do about the struggling China business.
How Walmart revived the AI trade
Walmart is playing a key role in reminding investors of artificial intelligence’s unbounded potential, according to Morgan Stanley.
Walmart, Starbucks among the most overbought stocks due for a pullback
This week’s recovery rally following last week’s sell-off has led investors to buy key retail names and others.
A hedge on chip stocks if the comeback doesn’t hold
Jeff Kilburg gives a trade on the VanEck Semiconductor ETF.
The long-term winners as AI boosts U.S. power needs, according to Mizuho
Data center power demand will triple to 9% of total U.S. electricity consumption by the end of the decade, according to Mizuho.
Invest for the long term and sleep at night with these quality stocks, BMO says
According to the firm, these high-quality stocks can provide protection in periods of high market volatility.
Here are Friday’s biggest analyst calls: Nvidia, Tesla, Microsoft, Alphabet, Walmart & more
Here are the biggest calls on Wall Street on Friday.
Cheap stocks to buy for the long term during the volatility
Several stocks, including an e-commerce play and a major snack maker, appear cheap after the broader market’s recent sell-off.
Friday analyst calls: Media and entertainment companies take focus of upgrades
This is CNBC Pro’s live coverage of Friday’s analyst calls and Wall Street chatter.