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stock takes

Big Tech’s AI spending plans mean big things Nvidia, Broadcom, Eaton

by Adrian Jhonsan
Big Tech’s AI spending plans mean big things Nvidia, Broadcom, Eaton

A busy week of Big Tech earnings left us feeling more assured about our investments in Nvidia , Broadcom and Eaton as spending on artificial intelligence chips and data centers …

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Categories World

Wall Street touted 5 portfolio stocks this week. Here’s our call on each

by Adrian Jhonsan
Wall Street touted 5 portfolio stocks this week. Here’s our call on each

It was a fantastic week for stocks. The S & P 500 and the Dow Jones Industrial Average hit record highs as investors digested earnings and prepared for more. In …

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Categories World

Why natural gas prices are so volatile. What it means for Coterra Energy

by Milton Acorn
Why natural gas prices are so volatile. What it means for Coterra Energy

Natural gas prices have had an up and down January — taking Club stock Coterra Energy along for the wild ride. After rising more than 30% over the first two …

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Categories Science

Nvidia and its stock may go through an Apple-like transformation, Melius Research says

by Adrian Jhonsan
Nvidia and its stock may go through an Apple-like transformation, Melius Research says

Nvidia ‘s wise push into software and services is getting more attention on Wall Street, with one analyst drawing a parallel between Jim Cramer’s two “own it, don’t trade it” …

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Categories World

How Morgan Stanley, Wells Fargo performed versus peers in Q4 earnings

by Adrian Jhonsan
How Morgan Stanley, Wells Fargo performed versus peers in Q4 earnings

Earnings from America’s biggest banks are in, and they were messy. Investors had to look past billions of dollars in special payments to replenish the government’s deposit backstop after the …

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Categories World

Ford move to cut F-150 Lightning production will help optimize profitability

by Adesola Mojo
Ford move to cut F-150 Lightning production will help optimize profitability

Ford ‘s plans to reduce production of its all-electric pickup and increase production on popular legacy vehicles will allow the automaker to secure better profits and narrow EV losses. Ford …

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Categories Automobile

What activist investor Nelson Peltz can bring to the board of underperforming Disney

by Adrian Jhonsan
What activist investor Nelson Peltz can bring to the board of underperforming Disney

Trian Partners co-founder and major Disney shareholder Nelson Peltz formally launched his battle for board seats Thursday — pushing for the right kinds of changes to fix the entertainment giant’s …

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Categories World

We like health-care stocks in 2024 despite presidential election year weakness

by Shawn Butlere
We like health-care stocks in 2024 despite presidential election year weakness

As the old Wall Street adage goes, health care tends to underperform the stock market in presidential election years — and in recent cycles, that’s been true. But, there’s reason …

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Categories Health

China reports bad GDP, retail data — what it means for 3 stocks

by Adrian Jhonsan
China reports bad GDP, retail data — what it means for 3 stocks

New economic data out of China on Wednesday shows the world’s second-largest economy is still struggling to bounce back from the pandemic. Until its government gets serious about announcing a …

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Categories World

Ford could do 2 things to shine in a challenging 2024 for auto industry

by Adesola Mojo
Ford could do 2 things to shine in a challenging 2024 for auto industry

Wall Street sees opportunities for legacy automakers like Ford to stand out in 2024 despite the challenges the industry faces as demand for electric vehicles softens. Ford could make for …

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Categories Automobile
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