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Some of this week’s biggest stock winners and losers, plus an update on Nvidia
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update: Stocks moved off their session highs and struggled to hold onto their gains. The S & P 500 is on pace for a small […]
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These are the most overbought stocks on Wall Street as the S&P 500 trades at record highs
Although the S & P 500 managed to touch a new all-time high this week, there are signs that certain stocks could be due for a pullback. The broad market index rose to fresh record highs this week on Thursday, gaining around 2% in that time. That marked the first consecutive weekly advance for the […]
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Goldman Sachs’ top software and hardware picks for 2025 include an array of AI infrastructure builders
Goldman Sachs remains selectively positive on artificial intelligence infrastructure builders heading into the new year. In a note published earlier in December, the Wall Street investment bank cited continued momentum in underlying AI infrastructure demand as a catalyst in 2025. “We expect demand for AI data center equipment to remain robust in 2025/26, benefiting both […]
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These are ‘AAA’ tech stocks for your 2025 portfolio, according to Evercore ISI
One corner of the technology sector contains three stocks that should be staples of investment portfolios in 2025, according to Evercore ISI. Analyst Amit Daryanani said in a mid-December report that he is broadly bullish on the information technology hardware and networking group entering the new year. That includes a host of stocks that are […]
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Morgan Stanley unveils favorite telecom and networking equipment stocks for 2025
Morgan Stanley has ideas for how to play telecommunications and networking equipment stocks entering 2025. While the broader group outperformed the market, there was still bifurcation, according to equity analysts led by Meta Marshall. Specifically, Marshall wrote in a research report out last week that stocks seen as enablers of artificial intelligence saw notably larger […]
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New AI winners beyond Big Tech are set to emerge, UK fund manager predicts
The AI revolution is “the biggest platform shift since electricity” and, as such, will bring investment opportunities in smaller tech firms that are climbing ever nearer to the Big Tech behemoths, according to one U.K.-based fund manager. “We’re of the firm belief that the winners of this new technology cycle, that really started 18 months, […]
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Evercore ISI gives its top tech picks for 2025
Evercore ISI already named its favorite technology stocks to own heading into 2025. As a group, information technology is up nearly 32% year to date, one of the top-performing sectors in the S & P 500. Large cap tech stocks in particular have been at the forefront of the equity rally since late 2022, when […]
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One week later – A look at the Trump trades gaining momentum and those that are fading
It’s a good time to check in on how the ‘Trump trade’ is doing. The stock market rallied to fresh records after Donald Trump was declared the next U.S. president, with investors betting that his vow to cut taxes and loosen regulation weill foster dealmaking, stimulate the economy and support risk assets. The S & […]
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Stocks making the biggest moves midday: Tesla, Airbnb, Toast, Pinterest & more
Check out the companies making headlines in midday trading. Tesla — The electric vehicle stock gained nearly 7%, continuing to rally on the heels of Donald Trump winning a second presidential term. The Elon Musk-helmed company saw its market capitalization rise to $1 trillion on Friday. Shares have gained more than 26% this week. Trump […]
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Stocks making the biggest moves premarket: Pinterest, Monster Beverage, Bath & Body Works, Trump Media & more
Check out the companies making headlines before the bell. Trump Media & Technology Group — Shares of President-elect Donald Trump’s media company fell another 4.6% in premarket trading following a 23% plunge in the previous session. The stock, which trades under ticker Trump’s initials, DJT, has given up Wednesday’s rally triggered by Trump’s election victory. […]
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