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During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
Investing.com -- Citi named one well-known media firm its Top Pick in a note Friday, maintaining a $78 price target and arguing that the stock's recent decline is "overdone."
ConocoPhillips has agreed to acquire a 42% stake in bp's Kirkuk oil joint venture, gaining exposure to more than 3 billion barrels of recoverable resources in northern Iraq.
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Here is how Credicorp (BAP) and Citigroup (C) have performed compared to their sector so far this year.
Here is how Idex (IEX) and Silgan Holdings (SLGN) have performed compared to their sector so far this year.
Investing.com -- JPMorgan upgraded shares of 3M and Emerson Electric to Overweight from Neutral ahead of upcoming quarterly earnings, citing improving growth prospects, supportive end-market trends and expectations for stronger earnings momentum into 2027.
Sandisk's long-term contracts with customers should ensure more upside for investors over the next couple of years.
Top-ranked stocks PENN, BCC, DY, SIMO and U are likely to beat on the bottom line in their upcoming releases.
Oil swings, dilution fears, and stretched valuations make the EV trade brutal right now, yet three stocks carry a rare set of catalysts that could reward investors who time the entry correctly.
Apple reportedly sent legal letters to around 40 former employees now working at OpenAI, asking them to preserve documents and meet with the company's lawyers.
The narrative is bullish, but are the numbers involved big enough to matter?
Investing.com -- Societe Generale told clients in a note Friday that market leadership has rotated from Materials and Staples earlier this year toward Energy, Technology and Healthcare, with the firm maintaining a preference for equal-weight exposure as the broadening trade continues into the second half of 2026.
Comfort Systems (FIX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
This battery stock is charging through the middle of the month thanks to a new commercial agreement.
Tesla investors need to be patient as developments unfold, and there won't be a one-off, game-changing event at the company in 2027.
When a regular paycheck disappears in retirement, the stakes of every investment decision skyrocket. These five high-yield stocks earning 6% or more are winning over Boomers who refuse to let rising prices eat their savings alive.
Berkshire Hathaway just built or expanded positions in an airline, a mega-cap platform, and a battered homebuilder during the same quarter, and the reasoning behind each pick reveals where patient institutional money sees the market mispricing real earnings power.
Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.
A critical chip design stock has fallen back to a floor it has defended six times before, forcing investors to decide if history is a guide or a trap.
(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
FSTA charges lower fees and offers broader diversification across the consumer defensive sector than PBJ.
Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all three may be narrower than it looks.
Intuitive Surgical stock falls sharply after earnings, but this analyst believes investors are missing part of the picture.
The company's burgeoning order growth is a good indicator of investment in AI processors.
Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.
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