Tag: Investment strategy
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AI trade faces test with next week’s Oracle earnings
How Michael Khouw is playing ORCL ahead of earnings.
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We’re starting positions in 2 more defensive stocks to balance our AI exposure
We’re adding a couple of new positions to the portfolio following Tuesday’s exit of a data center name.
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Stocks are getting a boost as yields stabilize. Why that may be short-lived
Analysts aren’t sure that the market has fully priced in the implications of higher yields, nor that the sell-off in bonds is over just yet.
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What to watch in Broadcom’s upcoming earnings – and why Nvidia is running
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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A breast implant maker’s stock could climb as GLP-1 market booms, TD Securities says
Establishment Labs is poised to get a boost from widening GLP-1 use as it is set to expand its breast implant business in the U.S., per TD Securities.
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Dell is now the most important stock in the market. Here’s why
The market reaction to Dell’s incredible quarter offers a critical temperature check on the AI trade.
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Here are JPMorgan’s favorite stocks as September gets underway
The Wall Street investment bank shares its equity analysts’ top ideas across sectors including technology, industrials and media.
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Stocks’ losing streak, Iran strikes, Dell earnings and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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There is ‘a lot more pushback’ on data center construction, Berkshire CEO Greg Abel tells CNBC
The resistance to data centers is gaining steam and occurring nationwide.
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This satellite radio stock is being ‘overlooked’ by the Street as its business evolves, Deutsche Bank says
SiriusXM Holdings is likely to see considerable upside as it continues to grow due to its digital audio advertising, according to Deutsche Bank.
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