Tag: Stock markets
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Jim Cramer says the AI trade has shifted — and these stocks are leading now
CNBC’s Jim Cramer said Wall Street is rewarding the companies supplying the artificial intelligence boom rather than the technology giants funding it.
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Dow futures dip after blue-chip index posts strongest first-half performance since 2021: Live updates
The Dow Jones Industrial Average rose 8.9% in the first half of 2026.
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Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
“Caterpillar jumped out at me,” Burry said. “I have never shorted Caterpillar. It has always done great for me on the long side in the past.”
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Where you want to invest in tech for the second half, according to one top analyst
Frontier models need access to increasing volumes of maneuverable data. Software companies that can supply it will be crucial in the entire ecosystem.
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These are Rosenblatt’s favorite stocks for the second half of 2026
Rosenblatt’s top picks for the second half include Ambarella, Quantinuum and Twilio, among others.
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Here are Deutsche Bank’s top investment ideas for the third quarter of 2026
The third quarter is about to kick off after strong first half for stocks, with Deutsche Bank seeing strong performances ahead for a select group of names.
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Chip stocks close out their best first-half and quarter on record. What investors should do now
It’s been a historic time for chipmakers, to say the least.
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This payments stock could jump as its profit push begins to pay off, Piper Sandler says
A push to rake in more revenue and lower its operating costs should give the company’s shares a big bump, per Piper Sandler.
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This memory stock is up eightfold in 2026. Bernstein sees more gains ahead
The investment firm has an outperform rating on the memory name.
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Small-cap stocks enjoy their best first half in 35 years. Here’s what’s driving it
The advance marks a sharp turnaround after years of underperformance versus large-cap peers.
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