Goldman says these stocks are top ideas in the wake of their 2Q earnings
Goldman recently named some of its best ideas following the companies’ latest earnings.
Goldman says these stocks are top ideas in the wake of their 2Q earnings Read More »
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Berkshire adds $17 billion to Alphabet stake
Google parent Alphabet is now the third largest holding in Berkshire Hathaway’s equity portfolio.
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel Read More »
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.