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Morgan Stanley has named Amazon (AMZN) a top pick and set a price target about 35% higher from where the stock currently trades. Marley Kayden discusses the growth prospects the firm sees in the Mag 7 giant, from the company's AWS runway to its path in becoming a "key agentic enabler and winne…
Glen Smith says strong earnings and historical midterm trends support a positive market outlook, but high expectations make forward guidance increasingly important. He favors healthcare and financials, including JPMorgan Chase (JPM), Johnson & Johnson (JNJ) and UnitedHealth (UNH), and remains b…
Peter Tchir sees a flashing "yellow alert" for Treasury yields and credit risks as rising interest rates and geopolitical risks rise. He discusses how key ETFs tied to both are on the precipice of getting worse, something Peter believes will hit equities. He's also nervous of China's abil…
Gabelli Funds portfolio manager Tony Bancroft previews GE Aerospace (GE) earnings, expecting continued commercial travel and services growth despite higher oil prices and Middle East uncertainty, alongside support from defense spending. He highlights GE’s strong cash flow, $200 billion-plus backlog…
Has the bar for earnings reset given all the geopolitical and AI volatility? Liz Ann Sonders of Charles Schwab believes the CoreWeave (CRWV) debt concerns played a role in lowering the bar. However, hyperscalers confirming and raising CapEx is what Liz Ann sees being the clearest sign that AI growt…
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