Hedge funds and mutual funds piled into a handful of the same stocks last quarter in anticipation of changing market leadership, according to Goldman.
One retailer is on a tear into earnings this week. How to trade the stock without chasing it
Mike Khouw breaks down the trade in Burlington.
How investors could net a 60% return from this oil stock, according to Morgan Stanley
The Wall Street investment bank upgraded the Brazilian oil and gas producer to overweight.
Four other stocks to buy ahead of Nvidia earnings this week
On CNBC’s “Worldwide Exchange,” Frank Holland reviewed the market action from Powell’s Friday speech and discussed some key picks ahead of Nvidia’s earnings.
Monday’s analyst calls: Oil giant to surge more than 35%, Planet Fitness a top pick
A gym stock and an oil giant were among the stocks being talked about by analysts on Monday.
Third Point’s Dan Loeb says he’s finding stocks outside the digital world equally attractive
Dan Loeb said he is finding companies outside of the red-hot digital world appealing as he looks for overlooked opportunities beyond the “Magnificent Seven.”
These ETFs will thrive as U.S. manufacturing investment grows, Bank of America says
A group of exchange-traded funds holds stocks from a variety of sectors and boast strong, long-term track records.
China’s earnings season is wrapping up. How to play what’s next
Major Chinese companies’ latest quarterly reports reinforce how the local market is one for stock pickers.
Engaged Capital might have the recipe to build value for shareholders at Portillo’s
The restaurant chain, famed for its chocolate cake shakes and hot dogs, could be poised for a turnaround now that Engaged Capital is in the mix.
Trading Fed rate cuts: These banks are primed to outperform when rates fall, Evercore ISI says
Comerica and Fifth Third Bancorp are among a few banks that are best positioned from a net interest income perspective once the Fed cuts rates, the firm said.