Tag: Investment strategy
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What we learned from Warsh’s Jackson Hole speech, and GE Vernova’s CFO to retire
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Cramer says he’s warming back up to the AI trade, but not ready to act yet
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Big Tech’s massive AI spending is putting one of its longtime strengths to the test
There’s new risk emerging from Big Tech’s massive artificial intelligence buildout.
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Top tech analyst says people are buying more things on Amazon because of AI. He raised his price outlook as a result
Amazon.com could rally as wider AI adoption drives up sales on its online shopping platform, per Evercore ISI.
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Oil exports from the Gulf rise to more than 60% of level before Iran war, Goldman Sachs estimates
It has become difficult to figure out how much oil is flowing from the Gulf because information from the region is limited due to the war, Goldman said.
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September Fed decision is now a coin flip as rate hike odds increase post Warsh
Odds rose after Warsh’s speech in Jackson Hole, Wyo., where he discussed that he still is frustrated with the overall inflation trend.
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Stocks are entering a tough period. Top small-cap strategist says buy these steady quality names
Jefferies pointed to Citizens Financial Group, Okta and McCormick & Company as good plays during a tumultuous time for the overall market.
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Nvidia earnings were monstrous. They weren’t enough to drive a breakout in broader chip sector
Chipmakers couldn’t make a meaningful move higher this week. Even after Nvidia posted blockbuster results.
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Warsh speaks from Wyoming, Old Navy’s new CEO, how Taylor Farms became so massive and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Here are Friday’s biggest analyst calls: Nvidia, SpaceX, Tesla, Amazon, Marvell, Affirm & more
Here are Friday’s biggest calls on Wall Street.
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