Latest in Snowflake’s stock advances on upgrade as AI ‘revolution’ hits its ‘next gear,’ one analyst says
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Snowflake’s stock advances on upgrade as AI ‘revolution’ hits its ‘next gear,’ one analyst says
Silicon Valley-based Snowflake is “in the sweet spot” to benefit from wider use of AI among businesses over the next 12 to 18 months, according to Wedbush analyst Dan Ives.Business - MarketWatch - Yesterday -
LinkedIn upgrades its Recruiter with an AI Hiring Assistant
LinkedIn's new Hiring Assistant will let recruiters use AI agents to find the most qualified candidates based on their LinkedIn profile.Tech - VentureBeat - October 29 -
Starbucks turnaround plan has ‘merit’ but its unknown cost makes the stock a ‘sell,’ analyst says
Redburn Atlantic’s Edward Lewis downgrades coffee-shop giant after new Chief Executive Brian Niccol unveils his “Back to Starbucks” plan.Business - MarketWatch - November 13 -
Tesla should sell its stock after the big post-election run up, analyst says
Tesla should take advantage of its stock’s post-election surge to raise capital by selling shares, a Jefferies analyst says.Business - MarketWatch - November 14 -
Procter & Gamble’s stock upgraded to buy as its China business is perking up
P&G enjoyed a better sales performance during China’s big shopping event on 11/11.Business - MarketWatch - 2 days ago -
This closely watched stock-market indicator hit a 2½-year high. What it says will happen next.
Wall Street was growing more bullish in the final weeks before the Nov. 5 presidential election — a contrarian sign that may suggest limited upside for U.S. stocks.Business - MarketWatch - November 2 -
Arm says it’s fueling many AI needs, but its stock shrugs off an earnings beat
The chip designer beat expectations for both its revenue segments.Business - MarketWatch - November 7 -
How AI is powering a robotics revolution
Advances in physical AI means machines are learning skills previously thought impossibleBusiness - Financial Times - November 20 -
Reeves’ Budget measures risk hitting ‘working people’, analysts say
Some businesses will struggle with tax rises alongside a higher minimum wage and new labour lawsWorld - Financial Times - October 29 -
Here’s why JPMorgan’s stock gets one analyst’s only downgrade after the Trump bank-stock rally
There’s only one other “deep value stock” among the large U.S. commercial and investment banks, according to one Oppenheimer analyst.Business - MarketWatch - November 20 -
Gap is still in the early innings of its brand overhaul, but analysts say it’s working
Gap Inc. is still in the early innings of a brand overhaul under Chief Executive Richard Dickson, but the early signs suggest his strategy is working, analysts said Friday.Business - MarketWatch - 4 days ago -
Upstart’s stock roars higher. Here’s why analysts say the tide is turning.
Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.Business - MarketWatch - November 8 -
Rallying bank stocks have further room to run, analyst says
Hovde’s Feddie Strickland sees additional gains despite rally ‘if history serves as a guide.Business - MarketWatch - November 11 -
Block offers a glimpse of what to expect next year, but its stock slides
The parent company of Square and the Cash App expects to keep expanding operating margins into 2025.Business - MarketWatch - November 8 -
SoundHound diversifies its business beyond cars, but the hot AI stock retreats
The voice-based AI company is becoming less concentrated, as its top customer made up a far lower portion of overall revenue relative to a year before.Business - MarketWatch - November 13 -
Chinese IPOs in the U.S. and Hong Kong are set to increase next year, analysts say
A few high-profile Chinese listings outside the mainland are adding to expectations for a pickup in initial public offerings next year.Business - CNBC - October 28 -
MicroStrategy has taken ‘next big step’ in ‘audacious’ bitcoin acquisition strategy, says analyst
MicroStrategy Inc.’s move to ramp up its bitcoin acquisition effort bodes well for the software company and cryptocurrency play, says analyst firm Benchmark.Business - MarketWatch - November 19 -
Snowflake Build: the 4 biggest announcements on Cortex AI and more
The company debuted new tools for Cortex AI, its fully managed offering for developing conversational AI apps.Tech - VentureBeat - November 14 -
Starbucks’ new CEO has diagnosed its problems. Analysts say the solutions could get expensive.
Starbucks CEO Brian Niccol has laid out a bold turnaround plan for the coffee chain, with plans to tighten up service and redesign stores. But analysts are proceeding with caution.Business - MarketWatch - November 1 -
Nvidia’s stock is up 200% this year. Why analysts say it still screams ‘buy.’
One analyst made Nvidia’s stock his new top large-cap chip pick, while another likened Nvidia’s position to Apple’s in the early days of the iPhone.Business - MarketWatch - November 11 -
Space stocks saw big gains this week in part due to 'Trump-Elon trade' rally, analysts say
Several pure-play space stocks rallied 20% or more this week, in part driven by what sector analysts say is a "Trump-Elon trade."Business - CNBC - November 15 -
Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 5 days ago -
Snowflake rockets 32%, its best day ever, after earnings beat
Snowflake reported better-than-expected results on the top and bottom lines.Business - CNBC - 5 days ago -
Snowflake’s stock flies higher as software company’s outlook impresses
Snowflake’s last three earnings reports spurred negative stock reactions, but investors seem to like the company’s upbeat guidance this time aroundBusiness - MarketWatch - 6 days ago -
AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place
Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.Tech - The Wall Street Journal - 4 days ago -
Russia's embassy in Pakistan says it is verifying reports that one of its citizens was abducted
Russia’s embassy in Pakistan says it is attempting to verify reports that one of its citizens was abducted in the South Asian nation’s troubled northwestWorld - ABC News - October 29 -
Lumen reveals latest numbers around AI deals, and stock leaps higher
Lumen’s CFO says an additional $3.5 billion in AI business “really allows us to go after the capital structure and actually reduce debt.”Business - MarketWatch - November 6 -
Our lone oil-and-gas stock strikes 2 smart deals — plus, AMD sharpens its AI focus
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - November 13 -
Top Wall Street analysts are bullish on these dividend stocks
TipRanks' analyst ranking service highlights three dividend-paying stocks, including Exxon Mobil and Walmart.Business - CNBC - 3 days ago -
We upgraded Stanley Black & Decker stock despite the post-earnings selling
While the numbers were disappointing, the company's turnaround continues to plan.Business - CNBC - October 29 -
Peloton’s stock is double-upgraded as new CEO helps swing BofA to bullish
Peloton’s stock rallied after the company’s biggest Wall Street bear turned bullish following the announcement of a new CEO and an upbeat earnings report.Business - MarketWatch - November 4 -
China says it's ready to launch the next crew to its orbiting space station early Wednesday
China says all systems are ready to launch the next crew to its orbiting space station on the latest mission to make the country a major space powerTech - ABC News - October 29 -
China says it's ready to launch next crew to its orbiting space station Wednesday
China says all systems are ready to launch the next crew to its orbiting space station on the latest mission to make the country a major space powerWorld - ABC News - October 29 -
Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated
Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it can make.Business - CNBC - 6 days ago -
Apple may have an AI trick up its sleeve, says this VC investor
Apple has done research to run large language models with limited memory.Business - MarketWatch - 2 days ago -
‘FOMO’ could help drive stocks higher after the election, one top Goldman Sachs strategist says
The upcoming U.S. election has helped inspire a sense of foreboding on Wall Street, judging by the still-elevated level of the Cboe Volatility Index, otherwise known as the VIX or the stock ...Business - MarketWatch - October 28 -
Austria’s Defense Ministry says 8 of its soldiers in the UNIFIL force were lightly injured by a missile hit in Lebanon
Austria’s Defense Ministry says 8 of its soldiers in the UNIFIL force were lightly injured by a missile hit in LebanonWorld - ABC News - October 29