A television broadcasts crypto market news at the Nasdaq MarketSite in New York, US, on Thursday, Nov. 20, 2025. Michael Nagle | Bloomberg | Getty Images AI-related equity valuations may be driven by fear of missing out, known as FOMO — but now’s not the time to get cold feet, according to strategists. Global equities are at … Read more
Among the major Wall Street shops, Seaport stands alone with its solitary sell rating on shares of Nvidia . In a Sunday note, Seaport analyst Jay Goldberg reiterated his sell rating on the chipmaker. Goldberg’s $140 price target is about 21% below Nvidia’s Friday closing price of $177 per share. The stock has surged 33% … Read more
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while, you realize there isn’t a simple phrase to capture the linkages between alternative investments that cloud the landscape of money-making opportunities. What kind of alternative investments am I alluding to? They could be any number of things: … Read more
Wall Street thinks you don’t own enough stock. Not “you,” specifically, but investors as a collective are viewed as too lightly exposed to equities given the S & P 500 is three years into a bull market and is back to within 1% of its all-time peak from a month ago. Deutsche Bank’s comprehensive investor … Read more
Bank of America named a slew of stocks that remain best positioned heading into year end. The Wall Street investment bank says companies like Nvidia are compelling, with more room to run. Other buy-rated names screened by CNBC Pro include: Palantir, Robinhood, Supernus Pharmaceuticals and Crane. Robinhood The stock trading company is “firing on all … Read more
Wall Street is hoping that December continues its historical track record of proving one of the year’s seasonally strongest months of the year, sparking a stock market turnaround just in time for a year-end rally. Stocks are on pace to close out an uneven month. Although November, like December, is also usually strong, a pullback … Read more
This sure has been one tough market these past few weeks. One day, stocks are rallying on renewed hopes of a December Fed rate cut. The very next day, they’re weighed down by worries of an impending AI bubble. It’s no surprise that the CBOE Volatility Index (VIX) — widely known as the “fear index” … Read more
A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025. Ying Tang | Nurphoto | Getty Images Tech giant Baidu is emerging as one of China’s key artificial intelligence chip players, positioning itself as a challenger … Read more
A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors’ John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system. “The Fed cut rates four times last year. They cut rates twice already. They’re going to go again … Read more
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on November 19, 2025. Brendan Smialowski | Afp | Getty Images Nvidia on Tuesday said its tech remains a generation ahead of the … Read more