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BofA raises red flag on SpaceX, OpenAI IPOs

BofA raises red flag on SpaceX, OpenAI IPOs

Markets do not crash when investors are afraid. They crash when investors are convinced the rules have changed, when even the most cautious money managers find themselves crowded into the same trade because the alternative is missing the year. That is roughly where the US stock market sits in late ...
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Goldman Sachs has a stark message on mutual funds and the Mag 7

Goldman Sachs has a stark message on mutual funds and the Mag 7

The S&P 500 is up roughly 9% this year. The average large-cap mutual fund is up too, in absolute terms. The gap between those two facts is where Goldman Sachs found its story. According to a Goldman Sachs research note published May 20, only 29% of large-cap mutual funds are outperforming their ...
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Hedge Funds Shift Focus to Semiconductor Stocks Amid AI Boom, Says Goldman Sachs

Hedge Funds Shift Focus to Semiconductor Stocks Amid AI Boom, Says Goldman Sachs

Hedge Funds Shift Focus to Semiconductor Stocks Amid AI Boom, Says Goldman Sachs
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Morgan Stanley sends clear Cummins stock message amid data center boom

Morgan Stanley sends clear Cummins stock message amid data center boom

Cummins (CMI) used its 2026 Analyst Day in New York on May 21 to pull forward a story it has been telling for two years: it sells engines, but it increasingly sells power. The Columbus, Indiana company raised its long-term targets across the board, and Morgan Stanley used the moment to reiterate ...
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JPMorgan resets HPQ stock price target ahead of earnings

JPMorgan resets HPQ stock price target ahead of earnings

For years, HP Inc. (HPQ) has been a company investors bought for the dividend, not the upside. A slow PC and printer business that pays a generous quarterly check, has a single-digit earnings multiple, and almost no story. Then last Friday happened. HPQ jumped sharply in a single session, up 15%, ...
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Fisher Asset Management Increases Stake in Taiwan Semiconductor Manufacturing, Reflecting Confidence in Semiconductor Industry

Fisher Asset Management Increases Stake in Taiwan Semiconductor Manufacturing, Reflecting Confidence in Semiconductor Industry

Fisher Asset Management Increases Stake in Taiwan Semiconductor Manufacturing, Reflecting Confidence in Semiconductor Industry
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S 500 Approaches Record High Amid Market Rally Driven by AI and IPO Developments

S 500 Approaches Record High Amid Market Rally Driven by AI and IPO Developments

S 500 Approaches Record High Amid Market Rally Driven by AI and IPO Developments
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AI Momentum and IPO Enthusiasm Propel U.S. Markets Higher

AI Momentum and IPO Enthusiasm Propel U.S. Markets Higher

AI Momentum and IPO Enthusiasm Propel U.S. Markets Higher
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U.S. Stocks Climb Amid Iran Uncertainty and AI Demand

U.S. Stocks Climb Amid Iran Uncertainty and AI Demand

U.S. Stocks Climb Amid Iran Uncertainty and AI Demand
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UBS Raises S 500 Forecast Amid Strong Consumer Spending and AI Demand

UBS Raises S 500 Forecast Amid Strong Consumer Spending and AI Demand

UBS Raises S 500 Forecast Amid Strong Consumer Spending and AI Demand
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Another Wall Street giant loses its big-bank Buy rating

Another Wall Street giant loses its big-bank Buy rating

A major bank just lost its Buy rating, and the firm behind the call did not stop at one name. The downgrade came because the people watching the whole sector think the easy money may already be made, not because the bank underperformed. That distinction matters for anyone holding bank stocks right ...
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Investment Experts Highlight European Defense Stocks and Emerging Markets as Key Opportunities

Investment Experts Highlight European Defense Stocks and Emerging Markets as Key Opportunities

Investment Experts Highlight European Defense Stocks and Emerging Markets as Key Opportunities