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Zacks highlights Broadcom as an attractive AI dip-buying opportunity following a 14.6% monthly pullback. Strong AI semiconductor revenue growth of 221% year-over-year, record quarterly free cash flow…
ClearBridge Investments strategist Jeff Schulze argues that robust corporate earnings and solid economic growth will support S&P 500 momentum despite climbing Treasury yields, highlighting that stron…
StockStory highlights divergence among S&P 500 industrials, issuing buy ratings for Corning (GLW) on robust revenue and earnings growth, while flagging Builders FirstSource (BLDR) and Otis Worldwide …
The S&P 500 is positioned for a year-end rally driven by robust earnings growth and aggressive AI capex. S&P 500 Q3 earnings are forecast to climb 23%, with full-year 2026 earnings projected to rise …
AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Netflix pulled back significantly from all-time highs amid slowing revenue growth and declining free cash flow. Despite facing subscriber saturation and tougher comparisons, analysts forecast solid l…
Meta settled a 47-state teen-addiction lawsuit for $18 billion over ten years, eliminating a massive trillion-dollar legal threat. Additionally, its new autonomous agentic AI platform, Meta Muse, exc…
Historical data shows S&P 500 record highs typically lead to double-digit gains over subsequent 12-month periods. Despite macro headwinds, favorable calendar seasonality and robust projected Q3 earni…
The S&P 500 consolidates near record highs, supported by robust corporate earnings growth, favorable valuations with a forward P/E below historical averages, and bullish technical flag patterns, prom…
Industrial stocks face economic headwinds, pulling back 3.5% over six months versus the S&P 500's 12.1% gain. Analysts highlight ITT and Johnson Controls as resilient growth picks with solid fundamen…
Bank of America lowered near-term bear-market risks but remains structurally cautious on the S&P 500. While valuations have improved due to strong earnings growth, their long-term model forecasts neg…
Despite September's poor historical seasonality, analysts argue this year is different due to strong market breadth, solid earnings growth, and low volatility. While elevated bond yields remain a ris…
The software industry is booming, but competition is fierce. Analyst recommends selling F5 (FFIV) due to slowing growth and margin pressures, while highlighting JFrog (FROG) and Toast (TOST) as resil…
The S&P 500 rally is built on a durable foundation of rising earnings expectations, not just valuation expansion. While further gains depend on analysts continuing to lift forecasts and risks easing,…
Schwab strategist Liz Ann Sonders highlighted that Nvidia will drive 18% of S&P 500 earnings growth in 2026. As Wall Street awaits its critical earnings report, NVDA rebounded following seven losing …
Financial stocks have outperformed the S&P 500, surging 14.4% over six months. Analysts spotlight Synchrony Financial and Euronet Worldwide as strong buys due to robust EPS growth and high ROE, while…
UBS Global Wealth Management raised its S&P 500 year-end target to 8,100 and mid-2027 target to 8,400. The upgrade cites stronger earnings growth forecasts, resilient economic expansion, supportive m…
Microsoft, Alphabet, and NVIDIA report explosive AI-driven growth. Azure crossed $100B in revenue, Google Cloud surged 82%, and NVIDIA projects $1 trillion in Blackwell and Rubin chip sales through 2…
S&P 500 Q2 earnings surged 40.9% year-over-year with 83.8% of reporting companies beating EPS estimates and 76.9% topping revenue projections. Broad-based growth comfortably exceeded 20-quarter avera…
S&P 500 and Nasdaq rally on broad market participation and robust 20% earnings growth. However, rising crude oil prices and soaring 10-year Treasury yields approaching 5% remain key upside risks for …