Tag: Investment strategy
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Microsoft will get a boost from Azure and Copilot, Stifel says
The investment firm upgraded the tech giant to buy from hold.
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CFTC says prediction markets’ ‘mentions’ contracts present a higher risk of manipulation
The announcement comes after reports in August that the agency was conducting an internal review into the event contract type.
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A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
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Lennar shares pop as Berkshire builds almost a 10% stake in beleaguered homebuilder
The conglomerate built by Warren Buffett and led today by Greg Abel holds a sizable stake in Miami-based homebuilder Lennar.
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AI disruption fears slam another pocket of the market. Plus, Apple explores a new wearable
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Climate risk is reshaping muni credit — and income opportunities
Some local governments are issuing municipal bonds to protect against climate risks. Here’s where Nuveen sees opportunity.
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Bank of America says Brent crude oil could top $150 a barrel if Iran war disruptions persist
Analysts at the Bank of America have raised their outlook if Iran war continues to escalate
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Meta’s quick success with Muse puts consumers back in the driver’s seat of the AI trade
Consumer agentic “may power the next phase of the AI trade,” analysts at UBS said.
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We’re protecting big profits in tech, and buying more non-tech in this oversold market
We’re making three trades on Tuesday.
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These 2 stocks are ‘a cornerstone part of our portfolio’ as AI security risks grow
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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