Goldman Sachs has overhauled its flagship European Conviction List – Directors’ Cut this month, spotlighting key investment opportunities across the continent heading into 2027. Marking the list’s three-year anniversary, the…
Category:
Ideas
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US employers added far fewer jobs than expected in September, while the unemployment rate rose to 4.2%, strengthening expectations that the Federal Reserve may leave interest rates unchanged in October.…
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US stocks ended higher on Friday after weaker-than-expected September jobs data reduced expectations for a Federal Reserve rate hike later this month. The Dow Jones Industrial Average rose 260 points,…
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Arm Holdings ADR stock surged 5% in trading as the company’s role in Nvidia’s Open Agent Safety Platform continued to attract investor interest. Arm-based processors have been confirmed to handle…
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SpaceX stock SPCX gained 6% on Friday after CEO Elon Musk said the company could reach a potentially significant milestone in powering Nvidia’s artificial intelligence hardware. Musk said on X,…
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Bernstein analyst Aneesha Sherman is buying Nike (NKE) management’s view that “numbers are now de-risked”, and recommends investing in the footwear giant as it tumbles after Q1 earnings. Nike recorded…
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AMD stock gained 3% on Friday as technology shares rallied following weaker-than-expected US employment data that reduced expectations for another Federal Reserve interest-rate hike. The US economy added 29,000 jobs…
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Seagate Technology and Western Digital shares fell sharply at market open on Friday after a report that Japan’s Toshiba plans to significantly expand hard disk drive manufacturing, raising concerns that…
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Tesla (TSLA) stock is pushing higher on Friday morning after the electric vehicles (EV) behemoth posted a strong third-quarter delivery report. The company delivered 486,532 vehicles in Q3, handily beating…
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BlackRock’s stock has slumped over the past four weeks, mirroring the performance of other private credit players such as Blue Owl, Apollo Global, and Blackstone. The shares peaked at $1,180…