Tag: Investment strategy
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Here are Thursday’s biggest analyst calls: Nvidia, SpaceX, AMD, Five Below, Disney, Nebius, Salesforce & more
Here are the biggest calls on Wall Street on Thursday.
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Easing inflation pressures, Cerebras earnings, falling Hormuz traffic and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Retailer Five Below has surged this year thanks to viral squishy toys. Jefferies sees more gains ahead
Five Below is likely to gain even more ground by not only leaning into viral trends but by boosting its productivity and refining its strategy, per Jefferies.
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This AI-linked name has more than tripled in 2026. Bank of America says it still has steam
Nebius Group’s strong second-quarter earnings results bode well for the future of its stock, per Bank of America.
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Cramer’s lightning round: ‘I like Vistra’
“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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Novo Nordisk CEO defends lawsuit against Eli Lilly: ‘Competition has to be fair’
Novo Nordisk CEO defended the company’s decision to sue rival Eli Lilly over its weight-loss drug advertising.
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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.
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CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.
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Investors question data center loan valuations after latest Nvidia financing move
Data center loans are much more complex than mortgages and auto loans, investors caution
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