Tag: stock takes
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A rare stumble at TJX has Wall Street spooked. We see a buying opportunity
We trust the off-price retailer is already fixing its problems.
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Cramer on Treasury buying: People want to preserve the stock rally ‘in the worst way’
CNBC’s Jim Cramer said the Treasury’s expanded bond buybacks may provide near-term relief for markets, but the intervention underscores strain in the government debt market.
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Jim Cramer says buy Target on any pullback as turnaround takes hold
Wall Street cheered improving financial metrics across the board in its latest earnings results.
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Nvidia’s stock has started to come alive. Here’s 3 reasons why it can continue
The leading AI chipmaker has rebounded since late July.
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Jim Cramer says these 2 cybersecurity stocks can keep climbing as AI threats grow
CNBC’s Jim Cramer said investors shouldn’t be scared away by the big rallies in CrowdStrike and Palo Alto, arguing their earnings can justify higher valuations.
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Goldman’s latest cash cow is all about funding the AI infrastructure boom
Nvidia and Intel recently tapped the bank to help them meeting soaring demand for compute.
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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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Don’t let a Wall Street analyst’s downgrade of Apple scare you out of the stock
Jefferies analyst Edison Lee cited supply chain checks.
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Here’s why a Starbucks bear changed his tune and upgraded the stock
An analyst who has been skeptical of the coffee giant acknowledges that CEO Brian Niccol’s turnaround is working, reinforcing our bullish thesis on the coffee chain.
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Goldman traders are on pace for a record year. A close-up look at how they’re doing it
In a new interview with CNBC, a Goldman exec breaks down what’s driving stocks, where markets are headed, and how the bank’s equities desk fuels its growth.
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