01-12-2025
History suggests Nvidia’s valuation multiple can expand meaningfully from here, according to a BofA analyst.
01-12-2025
Carvana’s share of the used-car market is currently at about 1.5%. One analyst sees a path to much more than that in 10 years.
01-12-2025
A stronger yen and rising Japanese bond yields could pull capital away from the U.S. equity and bond markets.
01-12-2025
The Disney sequel set a record for an animated-film opening, while the second part of Universal’s “Wicked” continues its smash run despite poor reviews.
01-12-2025
Amazon shares have trailed most Big Tech peers this year, but an increase in cloud capacity could spark a revival.
01-12-2025
A Deutsche Bank analyst sees “limited additional downside” for the stock even under “draconian” assumptions — and big upside if the company starts capitalizing on its opportunity.
01-12-2025
“I just feel like he has been out of school long enough and should have it paid down at least a little more.”
01-12-2025
Memo also reportedly mentions vaccines for flu and pneumonia.
01-12-2025
Why the Tesla CEO sees opportunity in shares of Alphabet and Nvidia, which have enjoyed strong rallies this year.
01-12-2025
Prediction markets give Hassett, a top economist in the Trump administration, a nearly 80% chance of becoming Fed chief.
01-12-2025
RBC Capital’s head of U.S. equity strategy, Lori Calvasina, expects the tug-of-war with value stocks and the broader market on one side and Big Tech on the other to continue in 2026.
01-12-2025
‘Business conditions remain soft as a result of higher costs from tariffs, the government shutdown, and increased global uncertainty’