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The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
24/7 Wall St.1h agobullish
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

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Wall Street ends lower as tech shares slip
Reuters Videos1h agoneutralVIDEO
Wall Street ends lower as tech shares slip

<body><p>STORY: U.S. stocks finished flat to slightly lower on Wednesday, with the Dow little changed, the S&P 500 down more than two-tenths of a percent and the Nasdaq sliding two-thirds of a percent.</p><p>Speaking at a European Central Bank panel in Portugal, U.S. Federal Reserve Chair Kevin Warsh said he will stick firmly to the central bank's 2% inflation target and "disappoint" anyone who expects loose monetary policy despite President Donald Trump's call for interest rate cuts.</p><p>But Brad Bernstein, managing director at UBS Private Wealth Management, doesn't think the Fed will hike rates this year either.</p><p>"One of the three reasons we think markets will be higher at the end of the year is because the Fed is not going to raise interest rates this year. // We think more likely they'll resume Fed cuts in the spring of next year. And today, Fed Chair Walsh said in Portugal that he has seen in the last four weeks expectations, inflation expectations continuing to get better because of the drop most likely he - didn't cite this - but most likely because oil has gone from 90 [dollars a barrel] to 70 and now under 70 today."</p><p>Among Wednesday's stock moves, technology shares fell, with the Philadelphia Semiconductor Index down more than 6%.</p><p>One tech outlier was Meta Platforms after Bloomberg News reported that it is building a cloud business to sell excess AI computing capacity.</p><p>Among the day's decliners, shares of Alcoa fell about 9% after Australia's South32 agreed to sell most of its aluminum assets to Alcoa.</p><p>The key monthly U.S. jobs report is due out on Thursday, while the market will be closed Friday ahead of the Fourth of July holiday.</p></body>

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Nike closes stores, studios, and its flagship location
TheStreet1h agoneutral
Nike closes stores, studios, and its flagship location

For the past few years, Nike has struggled to figure out its business model. First, the retailer pulled away from some of its distribution partners to build more of its business around building a direct relationship with consumers. That model included building out its own fleet of stores and ...

NKE
Oppenheimer downgrades AT&T stock on SpaceX threat
TheStreet1h agobearish
Oppenheimer downgrades AT&T stock on SpaceX threat

AT&T has spent years telling investors the same story. Build more fiber, build a stronger wireless network, and the payoff will come. For a while, Wall Street bought it. The telecom stock held up even as rivals stumbled, and management kept pointing to 2030 as the finish line for its ...

SPCXT
Bloomberg2h agoneutral
Cboe Seeks to List Prediction Market Type Options on Earnings Metrics

(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS

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Alcoa CEO: Deal’s Overseas Assets Have ‘Strong Operating Histories’
The Wall Street Journal2h agoneutral
Alcoa CEO: Deal’s Overseas Assets Have ‘Strong Operating Histories’

Alcoa has been reluctant to expand aluminum smelting in the U.S., despite recent sky-high prices for the metal. But the Pittsburgh-based company is taking a big swing at making more aluminum overseas by acquiring one of the world’s largest smelters in South Africa.

AA
Bank of America reveals costly wedding inflation problem
TheStreet2h agoneutral
Bank of America reveals costly wedding inflation problem

Sticky inflation just showed up in a place we’d rather not put in a spreadsheet. That inflation setup fits Bank of America’s latest report shared with me, which shows the pressure building in categories couples actually buy into. The note shows consumers are still spending a ton on ...

BAC
CMA CGM hires FedEx executive Moebel to lead Ceva Logistics
FreightWaves2h agoneutral
CMA CGM hires FedEx executive Moebel to lead Ceva Logistics

Patrick Moebel, who spent years running FedEx Logistics and Geodis’s North American business, was named CEO of Ceva Logistics on Wednesday. The post CMA CGM hires FedEx executive Moebel to lead Ceva Logistics appeared first on FreightWaves.

FDX
Judge blocks Colorado's first-of-its-kind price cap on Amgen's Enbrel
Reuters2h agoneutral
Judge blocks Colorado's first-of-its-kind price cap on Amgen's Enbrel

July 1 (Reuters) - A federal judge on Wednesday blocked Colorado from capping the price of Amgen's blockbuster arthritis drug Enbrel, a first-of-its-kind move ‌by a U. In granting a preliminary injunction, Chief Judge Daniel Domenico ‌of the Denver federal court said Amgen would likely face significant and irreparable harm from charging lower prices, ​adding that it could affect the drugmaker's negotiations for future contracts with wholesalers and distributors.

AMGN
Bloomberg3h agoneutral
AI Money and Anxiety Are Powering This Election Cycle

(Bloomberg) -- Never miss an episode. Follow The Big Take daily podcast today.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsIn the 2026 elections, artificial intelligence is the backdrop for just about everything.The

AAPL
A Big Short Gets Bigger
The Wall Street Journal3h agoneutral
A Big Short Gets Bigger

Michael Burry, famous for his prescient bets against the housing bubble, unveiled bearish positions on Tesla Caterpillar semiconductor manufacturer Applied Materials and an ETF tracking chip makers. Burry said that plans by two of South Korea’s largest tech companies to build a chip hub set off fresh alarm bells about whether the massive sums of money being poured into AI can ever pay off. The PHLX Semiconductor Index, which is tracked by the ETF that Burry is betting against, fell 6.3%.

AMATCATTSLA
Alibaba to pay US $600M to settle allegations it allowed illegal drug and equipment sales
Associated Press3h agoneutral
Alibaba to pay US $600M to settle allegations it allowed illegal drug and equipment sales

The Chinese tech giant Alibaba will pay $600 million to resolve a dispute with the U.S. government over allegations that the Hangzhou-based firm sold and imported illegal pharmaceuticals, controlled substances, regulated chemicals, and pill-making equipment into the U.S. Alibaba operates some of the world's largest e-commerce platforms, including Alibaba.com and AliExpress.com. The U.S. alleges that Alibaba’s U.S.-based payment processor, AUS Merchant Services, violated federal law by failing to prevent merchants from selling and importing illegal products into the U.S. through Alibaba.com and AliExpress.com.

BABA
Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.
Barrons.com3h agoneutral
Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

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Wall Street ends lower as tech shares slip
Reuters3h agobearish
Wall Street ends lower as tech shares slip

By Caroline Valetkevitch and Niket Nishant July 1 (Reuters) - U.S. stocks finished slightly lower on Wednesday with falling technology shares, but gains in Meta Platforms provided some support along

META