Tag: Investment strategy
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The SoFi rebound has only just begun, says Piper Sandler
The investment firm initiated coverage of fintech company with an overweight rating.
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Apple can get a big boost from a foldable iPhone, says Rothschild
Investors should scoop up Apple shares as the tech giant’s potential foldable phone isn’t fully appreciated, according to Rothschild & Co.
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Santoli: Earnings bonanza that lifted market to record may not be all that it appears to be
The S&P 500 is up more than 6% in 12 trading days to record levels.
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Believe the unbelievable in this market — things can be different this time
Here is what’s so amazing: These four unbelievably performing stocks remain the most hated and feared on Wall Street.
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JPMorgan could soon be the first $1 trillion bank. Top analyst Mayo says next stop is $2 trillion
JPMorgan Chase could soon boast a market value in excess of $1 trillion. Several tailwinds are driving share value, according to Wells Fargo.
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Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on Wall Street last week.
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Goldman says these stocks are top ideas in the wake of their 2Q earnings
Goldman recently named some of its best ideas following the companies’ latest earnings.
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Between earn-nothing cash, broken long-term bonds, these are the safety trades of 2026 market
Investors have flocked to short-term investments like ultra-short bond funds in anticipation of a stock market correction and with long-term bonds broken.
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Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.
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David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
The hedge fund bet big on megacap technology stocks in the second quarter, while selling off former high-flying memory chip manufacturers.
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