Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.…
Read more Bristol Gate US Equity Strategy: NVDA’s Demand Today is Broadcom’s (AVGO) Opportunity TomorrowSEATTLE (AP) — OpenAI and Amazon have signed a $38 billion deal that enables the ChatGPT maker to run its artificial intelligence systems on Amazon’s data centers in…
Read more OpenAI and Amazon sign $38 billion deal for AI computing powerEvery weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. Stocks fell Tuesday…
Read more Why a Wall Street downgrade of Costco is not a reason to sell the stockIt was a rough start to the historically weak month of September on Wall Street. Economic growth concerns and investor trepidation ahead of Tuesday’s presidential debate and the…
Read more Here are the three most important things to watch in the market this week(Bloomberg) — The world’s largest technology companies got hammered as concern about tighter US restrictions on chip sales to China spurred a selloff in the industry that has…
Read more High-Flying Chipmakers See Worst Plunge Since 2020: Markets WrapHere are five key things investors need to know to start the trading day: 1. Big new number The S&P 500 hit a fresh new milestone on Wednesday,…
Read more 5 things to know before the stock market opens ThursdayWall Street finished higher for the holiday-shortened trading week, with tech stocks leading the way. The Dow Jones Industrial Average gained under 1% for the week. The S…
Read more Here are 3 major reports that could drive the stock market in the week aheadEvery weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall…
Read more The stock market flips and tech falls out of favor — why this move may be hard to stopHere are Wednesday’s biggest calls on Wall Street: Barclays reiterates Tesla as equal weight Barclays lowered its price target on Tesla to $180 per share from $225 and…
Read more Here are Wednesday’s biggest analyst calls: Nvidia, Broadcom, Apple, Tesla, Netflix, Amazon, Microsoft & moreEvery weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. U.S. stocks were…
Read more Barclays touts this portfolio chip name as a ‘2nd Wave’ AI play. Cramer says buy the stock hereWhen stocks are in steep uptrends, it can difficult be difficult to determine when a meaningful corrective move is going to take place. We all want to capture…
Read more Time to sell Nvidia? How to trade stocks that have ‘gone parabolic’Generative artificial intelligence has been topic that’s impossible to avoid on Wall Street for more than a year — and it’s unlikely to fade away anytime soon. In…
Read more Algorithms, bias and hallucinations: 20 important AI terms investors should knowThere are plenty of stocks other than the so-called “Magnificent Seven” that are appealing right now, top money managers told CNBC on Thursday. The mega-cap tech stocks that…
Read more Top money managers pick the stocks they like for 2024 that aren't the Magnificent SevenU.S. stocks have been trending higher since the Investing Club’s November Monthly Meeting as markets celebrate signs of cooling inflation and a seemingly less hawkish Federal Reserve .…
Read more Here are our top 5 stocks from mid-November until the eve of December's Monthly MeetingNvidia Corp. has catapulted up the list of the most valuable U.S. companies this year, rising eight spots from the end of last year to sit in the…
Read more Broadcom now ranks among 10 largest U.S. companies after big 2023 stock gainsThe Club on Friday is changing the rating and price target on one of our favorite semiconductor stocks, while updating the price targets on four other names in…
Read more We're increasing our price targets on 6 stocks, while changing our rating on BroadcomThe top 10 things to watch Monday, Dec. 11 1. U.S. stocks are muted Monday following last week’s push to a new 52-week high in the S &…
Read more The top 10 things to watch in the stock market MondayBroadcom Inc. topped profit expectations for its latest quarter, but shares of the chip company were falling in Thursday’s aftermarket action. The company recorded fiscal fourth-quarter net income…
Read more Broadcom logs earnings beat, but chip stock edges lowerIt was another win for the bulls this week. Wall Street started the month of December higher Friday — building on November’s rally, which broke a three-month losing…
Read more Signs of a sector rotation — plus 2 more themes to watch in the stock market(This is CNBC Pro’s live coverage of Tuesday’s analyst calls and Wall Street chatter. Please refresh every 20-30 minutes to view the latest posts.) Some of Tuesday’s biggest…
Read more Tuesday’s analyst calls: Boeing upgrade; EV charging stock in trouble
