Tag: Investment strategy
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What’s next for oil refiners after an unprecedented run to all-time highs
Refiners don’t care what crude costs. They care about the crack spread. Right now, those margins look like the ultimate holiday bonus.
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What the potential AI safety slowdown means for investors
Analysts see political motivation in the doomspeak, and a playbook whereby safety hype spurs government regulation that doubles as a competitive moat.
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Prediction market traders think gas prices will hit new highs for the year
It comes after oil prices have marched higher in recent weeks, above $100 per barrel, as tensions between the U.S. and Iran have escalated again.
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JPMorgan double upgraded a data center stock that struck a deal with Nvidia earlier this year
The investment bank double upgraded the artificial intelligence infrastructure stock to overweight from underweight.
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Bank of America says we are overdue for a stock pullback
Stocks have gone too long without a proper shakeup, worries Bank of America.
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Here are our top 10 things to watch in the stock market Monday
AI semiconductor and infrastructure stocks are under heavy pressure ahead of Monday’s open on Wall Street.
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AI stocks tumble on safety warnings. How to proceed — including 2 names on our shopping list
Jim Cramer offers a roadmap to navigate Monday’s sell-off in AI stocks.
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AI safety fears, rising oil prices, a big season for prediction markets and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Here are Monday’s biggest analyst calls: Nvidia, SpaceX, Apple, GM, Netflix, Affirm, Caterpillar, Broadcom & more
Here are Monday’s biggest calls on Wall Street.
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General Motors has an ‘underappreciated’ growth driver, UBS says
The investment bank has a buy rating on the automotive stock.
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