Tag: Investment strategy
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Here’s why we’re sticking with DuPont despite a noisy quarter
DuPont’s results and guidance aren’t as bad as the market’s initial reaction suggested.
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An overlooked player in data center buildout delivers once again
Not only did results outpace expectations on both the top and bottom lines, but we also got a boost to full-year guidance.
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Jim Cramer weighs the next move after massive rallies in two tech stocks
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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SK Hynix U.S. shares will double in the next 12 months, Cantor Fitzgerald says
While Cantor is the most bullish on SK Hynix stock, it’s not alone in its zeal.
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We’re buying more of a data-center supplier that is recovering from a nasty sell-off
We upgraded our rating on the stock last week.
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Apple shares downgraded due to memory chip inflation
Phillip Capital downgraded the iPhone manufacturer, saying the sharp rise in memory prices will undercut that momentum.
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Wall Street’s confidence in Walmart leaves little room for upside, Oppenheimer says
Oppenheimer downgraded Walmart and removed its price target, saying it will be hard to meet Wall Street’s near-term profit estimates.
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The stock market did something nearly unprecedented in July. That makes UBS bullish
The S&P 500’s July performance looks far more impressive when accounting for the dismal performance in momentum stocks.
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Polymarket in talks for fundraising round at more than $20 billion valuation
The reports come after the company told CNBC in June that its annualized revenue was well above $1 billion.
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Jeff Bezos just filed to sell $4 billion in Amazon. The shares are falling
The filing came after Amazon climbed to an all-time high on Monday, extending gains sparked by last week’s quarterly results.
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