As Nvidia’s stock gains, one analyst shows why Stargate could be so significant
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Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - 19h -
GM’s stock jumps as one analyst points to ‘positive surprises’ in upgrade
GM’s stock rallies as Deutsche Bank boosts its rating to buy from hold.MarketWatch - 1d -
AMD gets another downgrade. Here’s why analysts are souring on the stock.
Wolfe Research expects AMD’s AI business to disappoint this year relative to current market expectations.MarketWatch - 6d -
Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.MarketWatch - 6d -
U.S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while.
U.S. stocks are trading at a pretty lofty level, but investors shouldn’t expect mean reversion anytime soon, according to BofA Global Research.MarketWatch - Jan. 10 -
Micron’s stock leads the S&P 500 for 2025. Here’s why more gains could follow.
An analyst sees big upside ahead, fueled by rapid growth in high-bandwidth memory for AI.MarketWatch - Jan. 9 -
Why Nvidia’s Jensen Huang Is So Bullish on ‘Physical AI’ and Robots
‘The ChatGPT moment for robotics is coming,’ Huang said. Here’s why.Inc. - Jan. 8 -
Nvidia’s stock falls further — but analysts see a future that’s brighter than ever
Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.MarketWatch - Jan. 8 -
Bank of America’s stock could go up 20% in 2025, says this analyst
UBS’s Erika Najarian upgrades Bank of America to buy from neutralMarketWatch - Jan. 7
More from MarketWatch
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Why AMD could surprise Wall Street with better-than-expected earnings
AMD is under heavy pressure to defend its stock-market valuation.MarketWatch - 19m -
‘I don’t care about Greenland’: How will President Trump 2.0 impact workers like me? I’m 54 and make $150,000.
“I’m more worried about my financial future.”MarketWatch - 27m -
Is this marriage for love — or money? ‘I always recommend a prenup.’
Should you remarry despite red flags? Don’t expect your financial adviser to stop you.MarketWatch - 38m -
Beyond Big Tech: 20 stocks to ride the AI trend
Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”MarketWatch - 45m -
Travelers withstands higher catastrophe losses as underwriting fuels earnings beat
Travelers Cos. executives confirm the Los Angeles wildfires will have a material impact on the insurer’s first-quarter earnings but say it’s too soon to specify the costs.MarketWatch - 56m
More in Business
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Why AMD could surprise Wall Street with better-than-expected earnings
AMD is under heavy pressure to defend its stock-market valuation.MarketWatch - 19m -
Microsoft and OpenAI feud with Elon Musk over $500bn Stargate project
Tesla boss in rare break with Donald Trump over AI initiative, saying ‘they don’t actually have the money’Financial Times - 21m -
South Carolina to Reboot Giant Nuclear Project to Meet AI Demand
Santee Cooper is working with bankers to solicit interest in V.C. Summer.The Wall Street Journal - 23m -
United Airlines' first-quarter outlook outpaces estimates after profits surge to end 2024
United topped analysts' estimates for fourth-quarter earnings and the airline's first-quarter outlook.CNBC - 23m -
‘I don’t care about Greenland’: How will President Trump 2.0 impact workers like me? I’m 54 and make $150,000.
“I’m more worried about my financial future.”MarketWatch - 27m
