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There's an 'old school' corner of the stock market that looks cheap and should benefit from a coming spending boom, BofA says
American infrastructure is in bad shape, and that might make it a better bet than top sectors like artificial intelligence, Bank of America said in a note Monday. Analysts say that heavy investment in AI could prop up US infrastructure as manufacturing needs expand, while infrastructure investments themselves remain cheap relative to the rest of the market.
Investors see Broadcom catching up to Nvidia as the next big AI play, Citi says
Broadcom is gaining ground on Nvidia as the next hot AI stock among investors, according to a Monday note from Citi. The bank cited recent conversations with investors in New York and Connecticut as evidence that as popular as Nvidia stock is, Broadcom also looks increasingly compelling. The company, which...
These 2 key metrics will signal whether small, unloved stocks will continue to beat the market, BofA says
Bank of America outlined two criteria for the ongoing small-cap-stock rally to continue. The firm is looking at specific levels for the 10-year Treasury yield and manufacturing PMI. Wall Street is split on whether the rotation into small-caps can last. Small-cap stocks have enjoyed their day in the sun lately...
Investors are about to find out if the mega-cap tech rally is over
Mega-cap tech stocks have a lot to prove with upcoming second-quarter earnings results. The long-term outperformance of mega-cap tech relative to small-cap stocks is being tested by slowing revenue growth. Earnings from Tesla, Alphabet, and others will determine if mega-cap tech can rebound, Goldman Sachs said. The mega-cap tech rally...
China slashes interest rates in a surprise move to boost its slumping economy
China cut key interest rates after its leaders met at a Communist Party plenum last week. China's second-quarter economic data missed government targets and analyst expectations. The cuts come as the country battles debt, weak consumer sentiment, and a real estate crisis. The world's second-largest economy cut several short- and...
'Turnaround has begun': Wall Street is bullish on Tesla earnings as it looks toward Robotaxi reveal and full self-driving
Investors are bracing for Tesla's second-quarter earnings report on Tuesday. Wall Street analysts are bullish on updates about the firm's Robotaxi and FSD technology. Tesla's energy business could also be key to its long-term growth, strategists said. Wall Street is eagerly awaiting Tesla's second-quarter results, with analysts eyeing better days...
Stock market today: US stocks rise as traders try to come back after worst week since April
US stocks rebounded on Monday, with technology stocks leading the advance. Investors are gauging what a potential Kamala Harris presidency could mean for the stock market. Second-quarter GDP and the June PCE index will be released later this week. US stocks were looking to rebound on Monday following their worst...
Stock market today: Stocks tumble as the S&P 500 caps off its worst week in 3 months
US stocks closed lower Friday, marking the worst week for the S&P 500 since mid-April. A global IT outage caused by a Crowdstrike update exacerbated Friday's stock market decline. Next week, investors will focus on upcoming earnings from Tesla and Alphabet, as well as economic data releases. US stocks closed...
SunPower stock plummets 73% in a week to trade below a dollar as the residential solar company pauses operations
Shares of SunPower tumbled this week after the residential solar installer paused operations as demand for home solar power declines. The company's shares were down 54% Friday afternoon, trading at $0.68. The stock is down almost 73% over the week. "We think this effectively marks the end for SPWR as...
Serve Robotics stock soars 241% after Nvidia takes $4 million stake in the company
Serve Robotics' shares soared 241% after Nvidia disclosed a stake in the company. Nvidia's $3.7 million investment in Serve is a convertible debt note that was converted in April. Serve Robotics focuses on self-driving delivery vehicles for last-mile deliveries. Shares of Serve Robotics soared as much as 241% on Friday...
Don't bet on the stock-market rotation as small-caps historically suffer when rates come down, Barclays says
Small-caps are getting new love on Wall Street, but not much supports the expectation for the sector to surge, Barclays wrote. In fact, strategists led by Venu Krishna found that the small-cap-tracking Russell 2000 typically declined once rate cuts started. "We think this argues against the popular narrative that the...
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