IBM’s AI-Powered Consulting Growth Sparks Market Optimism IBM is making a comeback, and Wall Street is taking notice. Evercore ISI analyst Amit Daryanani sees a bright future for International Business Machines Corp. (IBM), following its latest earnings report. Investor enthusiasm has sent IBM’s stock soaring, making it the top performer...
Meta CEO Calls Consumer AI ‘One of the Most Transformative Products We’ve Made’ Meta Platforms Inc. isn’t backing down from its aggressive spending, even after the DeepSeek news. The company reaffirmed its forecast of $60 billion to $65 billion in capital expenditures for the year—an outlook CEO Mark Zuckerberg first...
While the Federal Reserve is expected to keep interest rates steady on Wednesday, speculation about potential hikes has resurfaced. Analysts at Barclays still anticipate a gradual decline in rates through 2025 but acknowledge that a rate hike isn’t entirely off the table. Options markets currently price in a 25% chance...
Analyst Highlights Alphabet’s Potential in AI Chips but Criticizes Missed Market Opportunities As Wall Street searches for alternatives to Nvidia Corp., an unexpected player has emerged in the conversation: Alphabet Inc. (GOOGL, GOOG). D.A. Davidson analyst Gil Luria has singled out Alphabet for its tensor processing units (TPUs), describing them...
The start of President Donald Trump’s second term has sparked a robust rally, driving the S&P 500 stocks to record highs and stretching market valuations to historic levels. Investors are now exploring alternatives to megacap technology stocks, seeking more affordable opportunities that could still benefit from the administration’s early policy...
Demand for Bullish Equity Options Signals Renewed Optimism in Markets The S&P 500 (SPX) narrowly missed hitting a new all-time high on Wednesday, though Thursday’s early indicators point to a softer start. In a bullish turn, Nomura strategist Charlie McElligott suggests a potential “melt-up” could be underway. Known for his...
