Stock Research

Investors may need to tighten their seatbelts as the second quarter approaches. Morgan Stanley’s chief US equity strategist, Mike Wilson, says a near-term retreat in US stocks is likely before the market finds its footing again. While the longer-term outlook remains constructive, the coming weeks may test the nerves of even the most seasoned traders,… Continue reading Mike Wilson explains why US stocks may tumble in early April

Asian markets opened on a firm note on Tuesday as investors returned to technology and auto names after Nvidia announced new tie-ups and gave an upbeat outlook. Japan and South Korea led the Asian markets rally, even as a fresh rise in oil prices kept geopolitical risk firmly in view. The early move also fit… Continue reading Asian markets open firm as Japan, Korea lead tech-driven rally

Nvidia expects purchase orders for its next-generation artificial intelligence chips to reach $1 trillion through 2027, underscoring the massive computing demand created by the rapid expansion of AI technologies. Speaking at Nvidia’s annual GTC developer conference in San Jose, California, CEO Jensen Huang said demand for the company’s upcoming Blackwell and Vera Rubin chip systems… Continue reading Nvidia CEO Jensen Huang sees $1T AI chip demand by 2027 at GTC

US stocks closed higher on Monday as investors returned to equities after several weeks of pressure linked to the escalating Iran conflict, while oil prices declined from recent highs. The Dow Jones Industrial Average gained 387.94 points, or 0.83%, to close at 46,946.41. The S&P 500 rose 1.01% to 6,699.38, marking its strongest one-day gain… Continue reading S&P 500 jump 1%, Dow Jones gain 388 points as oil falls

European financial markets saw a mix of developments on Monday as investors navigated easing oil prices, corporate deals, and significant business disruptions across the region. The pan-European STOXX 600 rebounded after early losses as crude prices pulled back, offering relief to markets rattled by the escalating Middle East conflict. Meanwhile, artificial intelligence infrastructure firm Nebius… Continue reading Europe bulletin: stocks rebounds, Nebius surges on $27B Meta deal

Nebius Group (NASDAQ: NBIS) rallied another 15% this morning as investors cheered the firm’s massive $27 billion infrastructure deal with Meta Platforms (NASDAQ: META). Versus its year-to-date low, NBIS shares are trading up a remarkable 80% at the time of writing. However, while the market is currently in a “buy-at-any-price” frenzy for AI compute providers… Continue reading DCF model suggests Nebius stock is ‘overvalued’ – but should you sell?

Shares of Advanced Micro Devices (NASDAQ: AMD) rose on Monday as analysts reiterated bullish views on the company’s long-term artificial intelligence growth prospects. AMD shares gained about 3.5% to $200.17 during the session, extending optimism around the chipmaker’s expanding role in the rapidly growing AI infrastructure market. Analysts say the company’s data center business, hyperscaler… Continue reading AMD stock surge as analysts stay bullish on AI demand

Cingulate Inc (NASDAQ: CING) soared on Monday morning after the US Patent and Trademark Office (USPTO) cleared a key patent application for the firm’s “Trimodal, Precision-Time Pulsatile Release Tablet.” This regulatory victory effectively safeguards the proprietary technology behind Cingulate’s lead ADHD candidate – CTx-1301 – providing a massive boost to investor confidence as the company… Continue reading Why did Cingulate stock skyrocket today?

Adobe Inc (NASDAQ: ADBE) remains in focus on Monday after Jim Lebenthal – the chief equity strategist at Cerity Partners – announced a contrarian bet on the software giant. ADBE shares have been under pressure recently following surprise announcement that long-time chief executive Shantanu Narayen plans to step down after 18 years at the helm.… Continue reading Jim Lebenthal just loaded up on Adobe stock: here’s why