Tag: Investment strategy
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BofA thinks ASML isn’t under threat from China, and that investors are overreacting
The bank said replacing the Dutch company’s presence in China is a high hurdle.
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Elevated energy prices, AI capex binge puts the Fed and Kevin Warsh in a tough spot
Fed Chairman Kevin Warsh and many of his devotees have argued that some short-term price pain can be tolerated in anticipation of AI eventually suppressing inflation.
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Here are Tuesday’s biggest analyst calls: SpaceX, Apple, Tesla, Berkshire Hathaway, Amazon, CrowdStrike & more
Here are the biggest calls on Wall Street on Tuesday.
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Coca-Cola earnings, Altman in D.C., Apple’s market cap milestone and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Lawmakers renew push to axe a lucrative tax loophole for crypto investors
Crypto investors have largely been exempt from the “wash sale” rules that apply to stocks and other traditional assets. Congress is trying to clamp down.
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Wells Fargo is moving to the sidelines on this apparel stock, says good news is priced in
The bank downgraded the apparel stock to equal weight from overweight.
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CrowdStrike will be the cybersecurity winner in the AI agentic era, Loop Capital says
The investment firm initiated coverage on the cybersecurity company with a buy rating.
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Jim Cramer issues a warning to investors trading with borrowed money
“If you’re borrowing money to buy something related to the data center, then tomorrow morning, 9:30 a.m., sell it no matter what,” said CNBC’s Jim Cramer.
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Cramer’s lightning round: Buy First Horizon
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed.
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