Stocks
858 articles in this category
T-Mobile Upgraded After Subscriber Growth Outlook Strengthens
Analysts upgraded T‑Mobile after signs of stronger subscriber growth. Improved postpaid adds, 5G momentum and contained churn have boosted expectations for revenue and margins.
Raymond James Reaffirms Outperform on Verizon, Citing High Dividend and Cost Cuts
Raymond James reaffirms an Outperform on Verizon, highlighting a hefty dividend and cost-cutting plan that bolsters cash flow and shareholder returns amid industry headwinds.
Cogent Communications Poised for Potential Comeback in 2026
Investors and analysts are eyeing Cogent Communications (CCOI) as a potential 2026 turnaround, driven by steady bandwidth demand, data-center links and improving unit economics.
Cramer: Alphabet’s Gemini 3 Marks Major AI Breakthrough
Jim Cramer says Gemini 3 marks meaningful AI progress for Alphabet, with upgraded multimodal capabilities that could sharpen Google’s search, ad targeting and product roadmap.
BCE Dividend Seen as De-Risked; BMO Upgrades Stock to Outperform
BMO upgrades BCE to Outperform, saying improved cash flow, tighter capital allocation and stable subscribers have reduced dividend risk — a positive signal for income investors.
Jim Cramer Names Goldman Sachs a Top Pick for Investors
Jim Cramer named Goldman Sachs a 'favorite', highlighting the bank's earnings resilience, diversified franchises and capital returns — signaling bullish stance for investors.
TD Cowen Reaffirms Buy on Rogers as Sports Assets Offer Value Unlock
TD Cowen reiterates a Buy on Rogers (RCI), saying monetizing Sportsnet and team-related broadcast rights could unlock significant shareholder value and reduce leverage.
Jim Cramer Bullish on Capital One, Predicts Breakout Year in 2026
Jim Cramer is bullish on Capital One, predicting a powerful 2026 fueled by stronger card spending, rising net interest income and easing credit losses — though risks remain.
Biotech Soars 194% in a Year as an Investor Cashes Out Millions
A biotech stock has climbed 194% in a year on positive data and hype. One large institutional investor sold several million in gains, a move seen as profit‑taking and risk management.
Two AI Stocks Poised to Outperform in the Next Bull Market
NVIDIA and Alphabet could lead the next AI-driven bull market. This piece reviews their growth catalysts, competitive moats, valuation considerations, and potential risks.
Morgan Stanley Adds Seagate (STX) to Core 2026 as Cloud Capex Accelerates
Morgan Stanley added Seagate (STX) to its Core 2026 list, citing a rebound in cloud capex and growing demand for high-capacity HDDs that benefit Seagate’s storage business.
B. Riley Touts Lam Research as a Top Memory-Recovery Play for Etch Leadership
B. Riley elevates Lam Research as a leading memory-recovery play, pointing to its specialized etch tools and strong exposure to recovering NAND and DRAM markets.
Wedbush Names Carvana Its Top 2026 Internet Pick Amid AI and Autonomous Shifts
Wedbush names Carvana its top internet pick for 2026, citing valuation upside and resilience as AI and autonomous vehicle trends reshape used-car markets and pricing dynamics.
Baird Flags GE Vernova’s Accelerated Free Cash Flow and AI-Driven Growth Plans
Baird praises GE Vernova’s plan to accelerate free cash flow and use AI to boost operations across power, grid and renewables, noting potential upside alongside execution and macro risks.
ANI Shares Up 49% Amid Revenue Surge as One Fund Reduces Stake
ANI's shares jumped 49% in the last year as revenue accelerates, but a notable institutional fund reduced its position. Investors weigh growth momentum against valuation and execution risks.
AI Infrastructure Boosts KLA and Semiconductor Sector Outlook for 2026
AI data-center and chipmaking investment keeps KLA (KLAC) and the broader semiconductor sector well-positioned into 2026 as fab upgrades and inspection tools drive sustained demand.
NuScale Shares Drop After B. Riley Raises Dilution Concerns
NuScale shares dropped ~10% after B. Riley warned the company's outstanding share count could roughly double, raising investor concerns about potential dilution and near-term funding.
Rosenblatt Keeps Buy on MARA, Lowers Price Target to $15
Rosenblatt kept a Buy on MARA Holdings (MARA) but lowered its price target to $15, citing short-term bitcoin volatility and margin pressure while holding a longer-term bullish view.
Rosenblatt Sees Strategic Pivot for TeraWulf as Bitcoin Mining Margins Hit Record Lows
Rosenblatt highlights TeraWulf's pivot as Bitcoin mining margins slump to record lows, urging focus on low-cost energy, cost discipline and diversified revenue to withstand pressure.
Rosenblatt Cheers Cipher Mining’s Strategic Pivot to AI Infrastructure
Rosenblatt applauds Cipher Mining's pivot from Bitcoin mining toward AI infrastructure, calling the move a pragmatic hedge and a potential source of diversified revenue.