Quanta Services Inc
Stocks making the biggest moves midday: Meta Platforms, Qualcomm, Eli Lilly, CVS Health and more
Check out the companies making headlines in midday trading: Meta Platforms — Shares of the Facebook parent jumped about 4% after the company beat earnings expectations . Meta signaled ongoing advertising resilience and upped its capital expenditures range to reflect more data center infrastructure investments, even amid macroeconomic uncertainty. The company also issued in-line guidance […]
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The sectors — and stocks — to buy in Asia after Trump’s win, according to analysts
Former U.S. President Donald Trump’s victory over Vice President Kamala Harris in this week’s election has raised questions about how Asia will be impacted. “At face value, Trump 2.0 is bad news for Asia, esp[ecially] China,” analysts at Macquarie Research wrote in a Nov. 7 note, given the president-elect’s plans to raise tariffs and cut […]
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Morgan Stanley says a global tech downturn is a ‘near certainty’ — and shares how to position for it
Morgan Stanley says a cyclical downturn in global tech is almost certain next year. “Our base case is that a cyclical downturn is a near certainty in 2025,” it said in an Aug. 20 report, adding that it will be caused by a “likely reversal” in the rate of change of revenue growth and tight […]
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You can find a significant bottleneck in AI information centre expansion, analysts say. Here’s how to participate in it
One area is causing a important bottleneck in facts heart expansion and the electrical power transition, in accordance to a number of analysts: the electricity grid. “An inadequate develop-out and investment in the power grid would impede the construct-out of details centers, slow the Electrical power Transition, restrain renewables progress, and lengthen the use of […]
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CIO shares Nvidia solutions to dollars in on the AI theme: ‘There’s a different way to participate in this’
Nvidia shipped at the time yet again, with its final results proving it really is exhibiting no indications of slowing down. On Wednesday, it claimed earnings that defeat estimates , with its profits skyrocketing as organizations these kinds of as Google , Microsoft , Meta , Amazon and OpenAI get billions of pounds of its […]
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Nvidia's partners and more: BofA picks critical world shares alongside the AI supply chain
Large U.S. tech providers this sort of as Nvidia , Microsoft and Alphabet have benefited from the synthetic intelligence buzz in markets for the past calendar year. But numerous smaller sized firms alongside the world AI provide chain also stand to advantage. BofA explained in a March 15 notice that there is been a “booming” […]
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Enjoy protection with these fortress shares in the next quarter
Traders should assume extra volatility as the next quarter gets underway — and they may possibly want to start planning for a recession, experts say. That usually means finding fortress stocks to protect their portfolios. Turmoil in the financial institution sector has renewed fears of an economic slowdown as money institutions tighten lending situations. DoubleLine […]
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Cramer’s lightning round: BRC Inc is not a buy
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed. Source
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The profit picture for these rare stocks is brightening while the market is mired in recession fears
As many companies deal with rising costs, slowing demand and ongoing recession fears, a CNBC Pro screen surfaced some bright spots that are actually gaining earnings momentum. Investors have been contending with a steep market sell-off for the past two months as inflation worsened by the Russia-Ukraine conflict increasingly weighs on businesses. This week, traders […]
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Goldman’s ways to play deglobalization, onshoring trend fueled by pandemic and Ukraine war
Goldman Sachs strategists say companies that are reducing their global exposure or benefit from onshoring are outperforming so far this year. Source
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