Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
Consensus hyperscale capex is at least $225 billion “too low” in 2027 and 2028, according to a recent analysis from Barclays analysts.
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Using options to create an income stream to ride out the market swings as volatility spikes
Jeff Kilburg breaks down this SPY options trade.
Wells Fargo upgrades this discount retail chain on store growth and value-shopping tailwinds
The bank upgraded the discount store chain to overweight from equal weight.
The conditions are just right for this dividend-paying pharma stock as it mounts a comeback
This darling of the Covid era has given back considerable gains in recent years, but it could be on the verge of a turnaround.
This one major bank is safe from a private credit crisis, says top industry analyst
Mike Mayo noted that JPMorgan has had revenue growth roughly twice that of the industry this decade, reducing any need to stretch for riskier deals.
This one major bank is safe from a private credit crisis, says top industry analyst Read More »
Starbucks makes it into Josh Brown’s Best Stocks list as turnaround gains steam
Josh Brown and Sean Russo take a look at the coffee giant and where it may go moving forward.
Starbucks makes it into Josh Brown’s Best Stocks list as turnaround gains steam Read More »
Iran war means the U.S. will need to restock ammo. Two defense stocks stand to benefit
Bernstein called out two defense stocks that could benefit from the U.S. campaign against Iran.
Iran war means the U.S. will need to restock ammo. Two defense stocks stand to benefit Read More »
Wells Fargo double upgrades this oil and gas stock on improved capital efficiency and Permian productivity
Wells Fargo sees shares of Occidental Petroleum rising 24% from here.