Friday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
CNBC’s Friday roundup highlighted a broad rally across tech and semiconductors, with Apple posting its ninth straight weekly gain and a 15% rise this month. Dell shocked markets with a near‑40% after‑hours jump, pushing its monthly gain to 111% after an 88% YoY revenue increase. Semiconductor names surged, lifting the VanEck SMH ETF 18% in May, while Nike and Buckle lagged, reflecting consumer‑spending pressures. The piece also flagged Johnson & Johnson’s CEO appearance ahead of the ASCO meeting as a potential market catalyst.
Time to Buy This Once High-Flying Apparel Stock? Jay Woods Looks at the Charts Ahead of Earnings
Lululemon Athletica (LULU) has slumped more than 75% from its $500 pandemic peak to around $145, placing the stock at a pivotal technical crossroads ahead of its earnings release next week. Slower sales, heightened competition, tariff pressures and a series...
This Biotech Is Leading What Could Be a 'GLP-1 Moment for Hair Loss,' Says BTIG
Absci Corporation’s AI‑designed antibody ABS‑201 is entering Phase 1/2A trials for androgenetic alopecia, a market of roughly 80 million Americans. BTIG upgraded coverage to a buy with a $9 price target, forecasting up to $2.2 billion in peak sales and likening the drug...
This Gaming Stock Has Room to Run, Powered by Resilient Las Vegas Tourism, JPMorgan Says
JPMorgan upgraded MGM Resorts International to overweight, lifting its 12‑month price target to $46, implying roughly 10% upside. The move follows stable Las Vegas tourism, with about 9.7 million visitors recorded through April 2026, and value‑driven promotions on the Strip. MGM shares...
These Tech Stocks Have Seen Bullish 'Flag Patterns' Recently, Says Katie Stockton
Technical analyst Katie Stockton highlights recent bullish flag patterns across several technology stocks, noting that these continuation formations have driven sharp short‑term gains. She points to Zcash’s April‑May breakout, Dell Technologies’ repeated flag breakouts, Arm Holdings’ rapid three‑day rally, and...
High-Yielding Energy Names Are on Fire. These Are Wall Street's Favorites
The Iran war has lifted oil prices, reviving demand for U.S. energy infrastructure and pushing master‑limited partnerships (MLPs) into the spotlight. MLPs’ tax‑friendly structure translates into dividend yields near 4%, drawing yield‑seeking investors. The Global X MLP & Energy Infrastructure...
This Generator Stock Will Get a Boost From the AI Infrastructure Boom, Says Jefferies
Jefferies upgraded generator maker Generac (GNRC) to "buy" and lifted its price target to $302, implying about 22% upside from the recent close. The analyst cited the accelerating data‑center build‑out and growing AI infrastructure as a catalyst for heightened demand...
This Warren Buffett Classic Stock Is a Great Buy Right Now that Will Compound for Years, Bank of America Says
Bank of America upgraded The Coca‑Cola Company (KO) to a buy with a $90 price target, implying roughly 10% upside from the current price. The analyst highlighted Coca‑Cola’s “all‑weather strategy,” which emphasizes pricing discipline, supply‑chain resilience, and expansion into zero‑sugar...
Spiking Yields Are Spooking the Stock Market. These Equities Win when Rates Rise
Piper Sandler flagged a handful of equities that could thrive as U.S. Treasury yields climb, noting that higher rates are now a primary market risk. The 10‑year Treasury sits near 4.6% and the 30‑year topped 5.1%, levels not seen since...
How to Update Your 60/40 with a 'Total Portfolio Approach' To Navigate Volatility
Investors are rethinking the classic 60 % equity/40 % bond mix after its joint decline in 2022. Morningstar’s Jason Kephart promotes a “total portfolio approach” (TPA) that keeps the 60/40 framework but reorganizes assets by risk into growth and stability sleeves. The...
Seth Klarman’s Baupost Makes Amazon Top Holding, Starts Aon and Visa Stakes
Baupost Group, led by Seth Klarman, boosted its Amazon position by 47% in Q1, making it the fund’s largest U.S. equity holding at roughly $650 million. The hedge fund also opened new stakes in insurance broker Aon, payments giant Visa and...
The Stock Market Rally Can Keep Going Despite Friday's Pullback. How to Stay Long While Hedging Slightly
The S&P 500 surged to a fresh all‑time high of 7,500 on May 15, marking its 18th record this year and the seventh in May alone. A 27% year‑on‑year earnings jump in Q1, far outpacing the 8.6% historical average, underpins the rally...
Too Far, Too Fast? Stocks Like Micron Are Very Stretched Compared to Historical Trading Patterns
A CNBC Pro screen shows semiconductor and AI‑infrastructure stocks soaring far above their 200‑day moving averages, with Intel, Micron, AMD and storage players like Seagate and Western Digital up more than 40% year‑to‑date. The rally has pushed these names into...
Bolster Your Portfolio for Hot Inflation with These ETFs, Bank of America Says
Bank of America’s investment strategists say stubborn inflation—CPI at 3.8% YoY and wholesale prices up 6%—requires a shift from the classic tech‑and‑Treasury mix. In a note, strategist Jared Woodard recommends a set of ETFs that profit from higher prices, focusing...
Five Reasons Why Oil Prices Haven’t Surged Higher Despite the Iran War
The Iran‑triggered war has removed roughly one billion barrels of oil from the market, the largest supply shock in history, yet Brent and U.S. crude futures remain near $108 and $101 per barrel respectively. Analysts point to a pre‑war global...