The AI industrial trade has regained its momentum following months of market volatility and fears of a slowdown in artificial intelligence spending. Our newest Club holding is outflanking its peers in the run higher. GE Vernova shares closed at an all-time high Tuesday for the sixth session in a row, …
President Donald Trump last week increased the pressure on Apple over foreign-made iPhones in a scathing social media post that also intensified the overall stock market sell-off. In the week ahead, another great American tech giant — Club name Nvidia — will be in the spotlight. Following trade optimism the …
The stock market has been on a tear over the past month as Wall Street celebrated signs of progress in U.S. tariff negotiations and easing trade tensions with China. Since our last Monthly Meeting on April 16 through Tuesday’s close, the S & P 500 jumped 12.6%, while the tech-heavy …
A whirlwind of positive headlines from a Chinese trade détente to hundreds of billions of dollars in promised foreign investment in the U.S. lit a fire in the market and propelled the S & P 500 into the green every day last week. Monday started with a U.S.-China agreement, albeit …
Wall Street rediscovered its winning ways last week, thanks to some promising inflation data. Investors are now focusing on Donald Trump’s first week back in the White House and another bundle of earnings. It was no surprise to see relatively muted action last Monday and Tuesday, given markets were reeling …
Spun off from its parent company during the Covid-19 pandemic, Siemens Energy has been on a roller coaster over the past 18 months — from a near-death drop to a dizzying climb of over 310% this year. Yet, despite the gains, investors and analysts say the shares are set to …
The U.S. presidential election beckons and even though nearly 75 million people have already voted, according to NBC News , nothing seems to have leaked out. You would figure the hedge fund algorithms would have picked up something by now, but I haven’t seen any confirmed bets made either way. …
Wall Street extended its weekly winning streak to six in a row. Earnings drove the stock market higher — can they do it again in the week ahead? The S & P 500 and the Dow both closed Friday at new record highs and turned in their best weeks of …
(This is CNBC Pro’s live coverage of Wednesday’s analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) An apparel giant and a motorcycle maker were among the stocks being talked about by analysts on Wednesday. Baird downgraded Harley-Davidson to neutral from buy. Meanwhile, …
It’s all about to happen. But until it happens, then no money should be made waiting for it. We have to see its success to invest in it. Otherwise, the heck with it. There. That had been the bear case against artificial intelligence, generative AI, accelerated computing and large language …