As resilient as the stock market has been, investors are making a mistake if they haven’t revisited their portfolios since the start of the year.
Value investor Bill Nygren sees opportunity in beaten-down Salesforce
Nygren said Salesforce is trading at a “double-digit free cash flow yield” despite continuing to grow and positioning itself to benefit from AI.
A trading opportunity is emerging in this AI infrastructure play, charts show
Data centers demand massive amounts of electricity, and MasTec is a key player that can support the buildout.
Josh Brown says this bank stock on his list has a ‘holy trinity’ setup going for it
Josh Brown and Sean Russo go deeper on this banking name on their Best Stocks in the Market list.
Strategy should halt bitcoin buys and bolster cash reserves, CryptoQuant says
Michael Saylor’s Strategy should pause its bitcoin purchases and rebuild its cash reserves, according to a CryptoQuant report.
Micron is soaring after blowout earnings report. That’s good news for this other memory chipmaker, Citigroup says
Sandisk will likely benefit from the surge in memory demand that was behind Micron’s extraordinary results reported Wednesday, according to Citi.
Micron topped lofty earnings expectations. Wall Street sees even more momentum as chipmaker announces a slew of deals
Micron delivered a strong earnings beat on Wednesday in addition to unveiling a slew of new deals that have analysts even more excited about the stock’s future.
Bitcoin is having a tough year. Traders are betting it’s going to get worse
Options traders are treating this break like it could be the tip of an iceberg.
This beverage stock is likely to rise ahead of coffee business spinoff, Barclays says
The investment bank upgraded shares to overweight from equal weight.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
A decline in chip stocks dragged down the Nasdaq Composite on Wednesday. The S&P 500 ended the session slightly lower.