News

Dr. Ed Yardeni has been correctly bullish on the market for several years.

Berenburg upgrades Eli Lilly stock to Buy from Hold, citing growth prospects fueled by its weight-loss drugs.

Energous (NASDAQ:WATT) shares rose 1. 4% to $11.

Investing.com -- Baird has turned more cautious on apparel, footwear and fitness stocks, downgrading several names as it sees rising risks heading into the fourth quarter.

UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.

Two analyst downgrades in back-to-back sessions have Chewy stock cratering while the broader market climbs, and the reasoning behind both cuts points to a force that Chewy's own strong execution simply cannot overcome.

Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.

Chewy beat revenue estimates and raised its full-year outlook, yet the stock cratered anyway while a rival fresh-food maker moved in the opposite direction. The reason behind that split reveals something important about where the pet industry is actually headed.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

Investing.com -- U.S. stock futures fell early Tuesday, kicking off a shortened trading week as Wall Street monitored the U.S.-Iran conflict alongside rising trade tensions between Canada and the U.S. Futures tied to the Dow Jones Industrial Average fell 0.8% by 05:30 ET (09:30 GMT). S&P 500 futures fell 0.3% and Nasdaq-100 futures slipped 0.1%. U.S. markets were closed Monday for Labor Day.

JPMorgan adjusted its Lululemon stock price target after Q2 results and management’s updated outlook.

Vici Properties continues to hand more cash to shareholders.

Companies that consistently increase their dividends outperform those that do not, and S&P Global is an excellent example of one such stock that has delivered for investors.

Shares of Robinhood jumped 15.2% Thursday on a more favorable outlook for the company and after several analysts published positive reports about the brokerage firm’s stock in recent days. Analysts from Morgan Stanley and Scotiabank upgraded Robinhood this week. A Piper Sandler analyst raised his price target as well.

Costco has a history of making huge one-time dividend payments, but you can't count on those dividends to pay the bills.

Goldman Sachs halved its price target on YSS, as weaker 2026 guidance and supply constraints overshadow the company’s latest defense win.

Capital expenditures of $220 billion sound bad until you see what they're enabling.

The AI bull market may still be far from finished

Yardeni has been bullish on the market for the past several years, nailing most of his calls.

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.

High-yield ETFs built purely on yield rankings carry a hidden flaw that only shows up when it's too late, and one fund uses a decade-long dividend track record as a filter before yield ever enters the picture.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

The next six months may be decisive for the biotech.

7.51am: Rolls raises guidance after strong first half Rolls-Royce has raised its full-year guidance after first-half operating profit jumped 46%, as improved margins across all three divisions extended the engine maker's turnaround. Underlying operating profit increased to £2.5 billion...

Caterpillar's strong order and backlog growth are likely to slow in 2027 and 2028, Baird projected on Wednesday, highlighting the recent New York data center moratorium as an example of growing state and local regulatory pushback. CAT stock dragged the Dow Jones into the red before Wednesday's open, as S&P 500 futures pointed higher. Baird downgraded CAT to neutral from outperform, cutting its price target to 900 from 1,200, according to The Fly investment news site.

AT&T stock gained 10.64% last week, outperforming benchmark S&P 500 index by more than 11 percentage points, which is the largest weekly performance in 25 years, as per Barchart.

Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.