Analyst Color

Microsoft Gears Up For Bigger AI Push With Rising Capex And Cloud Confidence

Microsoft Gears Up For Bigger AI Push With Rising Capex And Cloud Confidence

Alibaba Leads Goldman's Top Chinese Picks For Global Growth

Alibaba Leads Goldman's Top Chinese Picks For Global Growth

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Rise— Micron, Bitmine, Coinbase In Focus

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Rise— Micron, Bitmine, Coinbase In Focus

Alibaba Leads Goldman's Top Chinese Picks For Global Growth

Alibaba Leads Goldman's Top Chinese Picks For Global Growth

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Rise— Micron, Bitmine, Coinbase In Focus

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Rise— Micron, Bitmine, Coinbase In Focus

Tesla Worth $3 Trillion? Dan Ives Says Autonomous, Robotics Roadmaps Are Keys

Tesla Worth $3 Trillion? Dan Ives Says Autonomous, Robotics Roadmaps Are Keys

Bloom Energy's Brookfield Deal Brings Prestige, Not Profit—Yet

Bloom Energy's Brookfield Deal Brings Prestige, Not Profit—Yet

Tesla Worth $3 Trillion? Dan Ives Says Autonomous, Robotics Roadmaps Are Keys

Tesla Worth $3 Trillion? Dan Ives Says Autonomous, Robotics Roadmaps Are Keys

Bloom Energy's Brookfield Deal Brings Prestige, Not Profit—Yet

Bloom Energy's Brookfield Deal Brings Prestige, Not Profit—Yet

Bond King Bill Gross Says Gold Has Now Become A 'Momentum/Meme Asset:' 'If You Want To Own It…'

Bond King Bill Gross Says Gold Has Now Become A 'Momentum/Meme Asset:' 'If You Want To Own It…'

Marsh & McLennan Targets $400 Million In Savings With AI Driven Efficiency Push

Marsh & McLennan Targets $400 Million In Savings With AI Driven Efficiency Push

Analyst Color Recent News

Why Everyone's Suddenly Watching Regional Banks Again

Why Everyone's Suddenly Watching Regional Banks Again

Regional bank stocks bounced back Friday after earnings from lenders like HBAN, FITB, and ALLY beat forecasts, easing—but not eliminating—credit concerns following Thursday's sharp sell-off.

Kezar Launches Strategic Review As FDA Roadblock Derails Liver Drug Plans

Kezar Launches Strategic Review As FDA Roadblock Derails Liver Drug Plans

Kezar Life Sciences faces FDA delays for AIH drug trials, implements restructuring, and explores strategic alternatives amid potential acquisition interest.

Interactive Brokers Boosts Profits As Lending Activity Soars

Interactive Brokers Boosts Profits As Lending Activity Soars

Interactive Brokers (IBKR) beats expectations in Q3, with strong securities lending activity driving net interest income.

Are Carvana's Subprime Loans Turning The Corner?

Are Carvana's Subprime Loans Turning The Corner?

Carvana's latest ABS data shows signs of stabilizing credit performance, offering reassurance to investors amid subprime auto market.

Lululemon Rockets On China Tailwinds, Risk-Reward Looks Juicy

Lululemon Rockets On China Tailwinds, Risk-Reward Looks Juicy

Lululemon leverages China growth, tariff mitigation, and global momentum, positioning for 2026 product reset with improving risk-reward and resilient margins.

Rocket Lab Stock Has 'Multiple Avenues For Significant Upside': Analyst Highlights What's Next

Rocket Lab Stock Has 'Multiple Avenues For Significant Upside': Analyst Highlights What's Next

Rocket Lab stock should rise and be valued similar to the early growth of SpaceX, an analyst says after meeting with the company.

Ulta Beauty Ups Its Game With New CFO, Retail Power Plays

Ulta Beauty Ups Its Game With New CFO, Retail Power Plays

Ulta Beauty names CFO Christopher DelOrefice; Telsey analyst praises omnichannel momentum and growth strategy.

Charles Schwab's Earnings Surge Marks Start Of Multi-Year Growth Run

Charles Schwab's Earnings Surge Marks Start Of Multi-Year Growth Run

Charles Schwab reported better-than-expected Q3 results, with strong analyst ratings and potential for continued growth and capital returns.

American Express Posts EPS Beat On Stronger Revenues; Growth Estimates Raised

American Express Posts EPS Beat On Stronger Revenues; Growth Estimates Raised

American Express reported Q3 earnings of $4.14 per share, with revenues growing 11% year-on-year to $18.43 billion.

BNY Mellon Ready To Accelerate As Profit Margins Climb

BNY Mellon Ready To Accelerate As Profit Margins Climb

BNY Mellon (BK) has potential for margin expansion and growth, says Keefe, Bruyette & Woods analyst. Raised price target to $124. Strong Q3 results and expected growth.

Disney Stock Has 27% Upside: Analyst Highlights These 2 Areas For Fourth Quarter

Disney Stock Has 27% Upside: Analyst Highlights These 2 Areas For Fourth Quarter

A Disney analyst highlights the two sectors that could provide a boost to the media giant in fourth-quarter results and fiscal 2026.

Gold's Hottest Year Since 1979 — And JPMorgan Sees 80% Upside For This Miner

Gold's Hottest Year Since 1979 — And JPMorgan Sees 80% Upside For This Miner

Gold is having a record year, with Fresnillo Plc up 300%, and JPMorgan believes there's still 80% potential upside for the miner..

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Dragged By Financial Stocks—American Express, CSX Corp, Standard Lithium In Focus (UPDATED)

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Dragged By Financial Stocks—American Express, CSX Corp, Standard Lithium In Focus (UPDATED)

Editor’s note: The future prices of benchmark tracking ETFs, the lede, and the earnings were updated in the story. U.S. stock futures trimmed some losses but were still lower on Friday following Thursday’s declines.