David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
The hedge fund bet big on megacap technology stocks in the second quarter, while selling off former high-flying memory chip manufacturers.
The one big takeaway from a huge earnings season
The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.
The one big takeaway from a huge earnings season Read More »
Sandisk is up more than 500% this year. JPMorgan says there are more gains ahead
The investment bank upgraded the flash memory name to overweight from neutral.
Sandisk is up more than 500% this year. JPMorgan says there are more gains ahead Read More »
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 closed at a record on Thursday, aided by cooling oil prices and tame inflation reports. Tune in to CNBC Friday morning for Disney CEO Josh D’Amaro.
Friday’s big stock stories: What’s likely to move the market in the next trading session Read More »
These charts show why stocks keep rallying. Profit margins are the highest on record
Recent FactSet data show that the rise in earnings is not coming from sales growth alone.
These charts show why stocks keep rallying. Profit margins are the highest on record Read More »
These are Mizuho’s top real estate picks for August. They also offer attractive yields
Mizuho sees upside ahead for an office real estate investment trust, as well as one that focuses on retail properties.
These are Mizuho’s top real estate picks for August. They also offer attractive yields Read More »
This unique power company is a play on the Anthropic IPO. Bank of America says it has room to run
ERock builds modular gas generators that are in high-demand during the power-hungry AI buildout.
Retailer Five Below has surged this year thanks to viral squishy toys. Jefferies sees more gains ahead
Five Below is likely to gain even more ground by not only leaning into viral trends but by boosting its productivity and refining its strategy, per Jefferies.
This AI-linked name has more than tripled in 2026. Bank of America says it still has steam
Nebius Group’s strong second-quarter earnings results bode well for the future of its stock, per Bank of America.
Thursday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 ended Wednesday’s trading higher, aided by a tame inflation report. Tune in to CNBC on Thursday morning for Cerebras CEO Andrew Feldman.