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9 | Follower
CNBC Investing
08.10.2025
Jefferies upgraded AMD to buy and sees a big rally in the shares ahead.
Astera Labs jumped 10% Monday after the semiconductor maker got a Street-high $275 price target from Citigroup.
The firm lowered its rating on the stocks to in-line from outperform.
Morgan Stanley highlighted companies such as Roblox and Reddit that could surprise investors to the upside as third quarter earnings are reported.
Jefferies thinks it's time to leave Dollar Tree behind.
"The battle, for a new and much larger market is just beginning," analyst Shaun Kelley said.
The bank upgraded the stock to overweight from neutral.
Some AI stocks are vastly overvalued, suggesting there's a bubble, but that shouldn't deter pouring new money into good projects, Josh Brown told CNBC.
Guggenheim applauded CC Oncology's immunotherapy development and "potentially attractive catalyst path."
Although Nvidia is trading at all-time highs, Goldman Sachs' Brook Dane said the stock doesn't look "extended."
Analyst Chris Schott upgraded the stock to overweight from neutral.
Frank Holland breaks down what traders are watching ahead of the new session.
Todd Gordon breaks down the technical outlook for this crypto stock.
Nishant Pant breaks down a bull call spread on this retail name.
Jay Woods breaks down the charts on PepsiCo into results Thursday before the bell.
07.10.2025
Stocks included in 22V Research's basket of GARP names included Nvidia and Micron.
Jay Woods, chief market strategist at Freedom Capital Markets, highlighted a few beaten-down names that could become strong buying opportunities.
It's a bit harder to get attractive income, but there are still plenty of opportunities for those willing to do the work, said BlackRock's Rick Rieder.
Lynch described himself as "low tech" and emphasized the importance of understanding the stocks you own.
Options trader Michael Khouw breaks down this trade on a medical devices maker.
Goldman Sachs' revised price target sees shares of Nvidia adding 12% from here.
Investors interpreted Japan's election outcome as signaling continued stimulus and a steady hand at the Bank of Japan.
Gemini Space Station is a strong play for exposure to the digital asset ecosystem at the start of its new recovery cycle, according to Evercore ISI.
Wolfe Research analyst Chris Caso discussed OpenAI's AMD investment on CNBC Monday morning.
Mike Mayo said the setup reminds him of the 1990s, when consolidation swept through regional and community banks following waves of regulatory relief.
Josh Brown and Sean Russo go through the charts on three Best Stocks.
Galaxy Digital introduced a commission-free trading platform, Galaxy One, which offers services similar to those of Robinhood.
Sell-side analysts believe buy now, pay later stock Klarna could rally anywhere from 18% to 35% going forward.
Katie Stockton breaks down an interesting triangle chart pattern forming in one utility.
06.10.2025
The transaction reflects Buffett's investment acumen: buying a good business at an attractive price, while skirting the possibility of costly headaches.
The bank upgraded shares of the semiconductor manufacturer to overweight.
TipRanks' ranking service discusses three dividend-paying stocks, including Brookfield Infrastructure Partners and Ares Capital.
Semiconductor stocks have been on a tear and rank among the best performers this year.
Drone technology company Red Cat is poised to grow as it expands its product offerings, particularly as defense spending rises globally, according to Needham.
05.10.2025
Urenco operates the only uranium enrichment plant in the U.S. It is boosting production as the U.S. bans Russian fuel at the same time nuclear demand grows.
The activist investor is calling on Workiva to review strategic alternatives and refresh its board after years of posting losses.
Bank of America says buy these five stocks in October, including Disney.
Using the CNBC Pro stock screener tool, we found the most overbought and oversold stocks on Wall Street sorted by their 14-day relative strength index, or RSI.
04.10.2025
Goldman Sachs added these stocks to its "Director's Cut" list of buy-rated companies for October.
Apple shares are likely to slump as Wall Street's expectations for the company's next iPhone — possibly a foldable — have become too lofty, Jefferies says.