Most Shorted S&P 500 Stocks in December
CPI Read: Airfares Pop in December Amid Strong Travel Demand and Tighter Capacity
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Analyst Expectations For Crescent Energy's Future
The Highest Quant-rated Mid-cap U.S. Stocks: WGS, EAT, AGX, and More
Qualcomm, Skyworks, Qorvo in Focus as KeyBanc Sees Positives After Channel Checks
Core Natural Resources Completes Merger of CONSOL Energy, Arch Resources
Benzinga Market Summary: Nasdaq Slides As Chip Stocks Fall On US Export Restrictions, Cleveland-Cliffs And Nucor Partner For Potential US Steel Bid, Lululemon Raises Guidance
Crescent Energy Analyst Ratings
Shares of Oil and Gas Companies Are Trading Higher Following Reports Suggesting the US Is Preparing Sanctions Against Russian Oil and Gas.
Goldman Sachs Maintains Neutral on Qorvo, Lowers Price Target to $78
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Oak Tree Capital's Marks: New things are prone to bubbles, currently private equity buying S&P 500, with a 10-year yield of only ±2%.
Max recently released a memorandum titled "Revisiting the Bubble," stating that investors are currently betting on the leading high-tech companies to maintain their dominance. However, he believes that it is not easy to stay ahead, as new technologies and competitors can surpass existing market leaders at any time. When people assume that "things can only get better" and Buy based on that, the impact of negative news can be particularly severe. He specifically pointed out the frenzy over AI and how this positive sentiment may spread to other Technology sectors.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Citi Says 'Buy' These Stocks in '25; SA Quant Ratings Says Maybe Not
Qorvo Analyst Ratings
Qualcomm, Skyworks, in Focus as Mizuho Provides Update on Handset Market
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
Stifel Maintains Buy on Patterson-UTI Energy, Lowers Price Target to $13