Tag: Investment strategy
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Jim Cramer says investors aren’t ditching tech — they just want cheaper stocks
CNBC’s Jim Cramer said investors aren’t abandoning AI or technology stocks — they’re rotating out of high-multiple names and into cheaper stocks.
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J&J’s run to record highs hasn’t reached the finish line yet. Here are the key drivers
Jim Cramer agrees with UBS: The rally in Johnson & Johnson shares still has room to run.
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Stocks stumbled out of the gate in September. Use these hedges to guard against volatility, Evercore ISI says
Evercore ISI names dozens of S&P 500 stocks with negative beta to help investors ride out renewed volatility in September.
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Traders are piling into this international stock market that just pulled ahead of the Nasdaq
The rally might be tied to commodities, which are also surging, or an expression of optimism around the country’s upcoming general election in October.
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We’re upgrading Palo Alto as shares tumble 10% despite strong earnings
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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AI trade faces test with next week’s Oracle earnings
How Michael Khouw is playing ORCL ahead of earnings.
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We’re starting positions in 2 more defensive stocks to balance our AI exposure
We’re adding a couple of new positions to the portfolio following Tuesday’s exit of a data center name.
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Stocks are getting a boost as yields stabilize. Why that may be short-lived
Analysts aren’t sure that the market has fully priced in the implications of higher yields, nor that the sell-off in bonds is over just yet.
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What to watch in Broadcom’s upcoming earnings – and why Nvidia is running
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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A breast implant maker’s stock could climb as GLP-1 market booms, TD Securities says
Establishment Labs is poised to get a boost from widening GLP-1 use as it is set to expand its breast implant business in the U.S., per TD Securities.
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