Oil Tanker Stocks Are Soaring Amid Iran Conflict. Jefferies Likes These Three the Best
Jefferies has initiated coverage of three oil‑tanker operators—International Seaways, Scorpio Tankers and Navios Maritime Partners—citing a 50% year‑to‑date rally in the sector driven by the U.S.–Iran war and Hormuz closures. The brokerage assigns buy ratings and $90 price targets to International Seaways and Scorpio Tankers, implying roughly 17% upside, and an $85 target for Navios, suggesting a 22% gain. All three firms benefit from tighter global oil supply, diverted Venezuelan flows and longer‑term route shifts from the Russia‑Ukraine conflict. Their strong cash generation and diversified fleets position them for continued outperformance.
Michael Burry Adds a New Microsoft Bet, Doubles Down on Software
Investor Michael Burry disclosed a new long position in Microsoft, adding to his recent builds in MSCI, PayPal and Adobe. He argues that deep price declines—Microsoft down 25%, PayPal 37% and Adobe 54%—have created oversold opportunities in software and fintech....
Here Are Friday's Biggest Analyst Calls: Apple, AMD, Intel, Oracle, Caterpillar, Shake Shack & More
Wall Street analysts issued a flurry of upgrades and initiations on Friday, with Intel and AMD both upgraded to Buy as AI‑driven CPU demand and data‑center growth accelerate. Apple was reiterated as a Buy ahead of the iPhone 17 launch, while...
AI Is Going to Change the Video Game Industry. Morgan Stanley Says These 4 Stocks Will Be Winners
Morgan Stanley reports generative AI could halve video game development costs, unlocking a $22 billion profit opportunity. The bank highlights four U.S.-listed firms—Sony, Roblox, AppLovin, and NetEase—as likely beneficiaries, citing Sony’s IP depth, Roblox’s user‑generated platform, and AppLovin’s ad‑tech edge. While...
This Retailer Is Due for a Bounce Despite Recent Headwinds, Raymond James Says
On Holding, a sports‑accessories retailer, was upgraded to strong‑buy by Raymond James with a $52 price target, implying about 42% upside from the current price. The analyst highlighted resilient growth, pricing power and a reduced foreign‑exchange drag that can offset tariff...
BlackRock Says Investors Need to Look Beyond the 60/40. Here’s How It Is Diversifying Portfolios Right Now
BlackRock warns that the classic 60/40 stock‑bond split is losing its defensive power as the 20‑day rolling correlation climbed to 0.72, the highest since May 2024. The firm urges investors to add liquid alternatives, highlighting its iShares Systematic Alternatives Active ETF...
Chubb's Earnings Blew Past the Street. Here's Why the Stock Is Falling
Chubb reported first‑quarter earnings that topped expectations, posting EPS of $6.82 versus the $6.60 consensus. The beat was accompanied by multiple analyst upgrades and higher price targets. Despite the strong numbers, the stock slipped as investors flagged a softening property‑insurance...
Joe Terranova Shares Why He’s Buying Netflix Stock as It Pulls Back After Earnings
Joe Terranova, chief market strategist at Virtus Investment Partners, announced he is re‑entering Netflix (NFLX) after a 15% price drop following a weaker‑than‑expected earnings outlook. He cites the streaming giant’s strategic push into live entertainment as a long‑term growth catalyst....
Buy These ‘Income Darlings’ to Boost Your Portfolio, Says Jefferies
Jefferers is urging investors to add high‑yield, fundamentally solid stocks as market volatility spikes from geopolitical tensions. The firm highlights three “income darlings” – Target (TGT), CVS Health (CVS) and Zions Bancorp (ZION) – each offering dividend yields above 2.8%...
This Software Giant Is Due for a Big Catch-Up Trade as Stock Market Rallies. How to Trade with Options
The author highlights a broad market rally that has pushed the S&P 500 and Nasdaq to new highs, creating a sentiment‑driven buying environment. He points to Salesforce (CRM) as a lagging stock that has recovered from a 38% decline, with RSI...
This Social Media Stock Has Struggled This Year. Why One Analyst Says It's Time to Buy
Reddit’s stock has slipped nearly 28% this year, prompting D.A. Davidson to label the social‑media platform a buy with a $200 price target, implying about 20% upside. Analyst Wyatt Swanson argues the company is under‑monetized relative to peers and can...
This Cybersecurity Stock Has Room to Run Following Claude Mythos Release, KeyBanc Says
KeyBanc upgraded CrowdStrike to overweight and set a $525 price target, implying about 21% upside. The upgrade follows Anthropic’s limited release of the Claude Mythos AI model, which raised investor concerns about AI‑driven security competition. KeyBanc argues the Mythos rollout will...
This Biotech Firm Has Room to Run Despite Surging Nearly 500% in Past Year, Morgan Stanley Says
Arrowhead Pharmaceuticals’ stock has rocketed 473% over the past year, prompting Morgan Stanley to upgrade the shares to overweight and lift its price target to $100 from $78, indicating roughly a 44% upside. The firm is set to release Phase‑3...
Apple Goes for the 'Continuity Candidate' To Replace Cook. What the CEO Change Means for Investors
Apple announced that senior vice president of hardware engineering John Ternus will replace Tim Cook as CEO on Sept. 1, with Cook moving to executive chairman. The surprise move caused Apple shares to dip about 0.5% in after‑hours trading, threatening a...
Cash Has Been a Better Portfolio Diversifier than Treasurys, Morningstar Finds. Where to Nab Attractive Yields
Morningstar’s latest report finds cash‑equivalent assets, now holding $7.64 trillion, have become the top portfolio diversifier, out‑performing Treasury bonds. The average seven‑day yield on the largest taxable money‑market funds sits at 3.45%, offering solid short‑term returns despite recent Fed rate cuts....
This Beauty Stock Has Been on Fire over the Past Year. Jefferies Sees Even More Upside
Jefferies upgraded Ulta Beauty to Buy, lifting its price target to $700 from $635, implying roughly 26.5% upside from the latest close. The chain’s shares have surged about 55% over the past year as it pivots to a differentiated merchandise...
Buy This Cybersecurity Stock as Agentic AI Grows, Barclays Says
Barclays has upgraded Okta Inc. to overweight and lifted its price target to $90, implying roughly a 24.6% upside from the latest close. The move reflects growing demand for identity‑based security as agentic AI tools proliferate, positioning Okta’s cloud IAM...
‘Too Far, Too Fast’: Some Investors Warn the Market's Rally May Not Last
The S&P 500 jumped more than 1% on Friday, pushing its 13‑day gain past 12% after Iran announced the Strait of Hormuz would stay open amid the Israel‑Lebanon cease‑fire. Technical data shows the index’s relative strength index (RSI) surged above...
Goldman Says Buy These Dividend-Paying Energy Stocks with Upside Potential
Goldman Sachs analyst Neil Mehta highlighted five dividend‑paying energy stocks as buying opportunities after oil prices plunged 8‑10% on Friday. He expects Brent crude to stabilize around $75 per barrel and sees upside potential ranging from 13% to 28% across...
This Biopharma Stock Could More than Double on Oral Eczema Treatment, Goldman Sachs Says
Goldman Sachs has initiated coverage of Corvus Pharmaceuticals with a buy rating and a $40 price target, implying a 166% upside from the recent close. The firm’s optimism centers on soquelitinib, an oral non‑steroidal drug targeting atopic dermatitis, which achieved...
‘Buy the Verdict’: Josh Brown Shares Why He’s All in on Live Nation, and Two Other Stocks He Likes
Josh Brown, CEO of Ritholtz Wealth Management, reaffirmed his bullish stance on Live Nation Entertainment after a Manhattan federal jury found the company held an anticompetitive monopoly. He argues investors should “buy the verdict,” noting the stock has risen 28%...
Boost Your Portfolio with Stocks Offering Sustainable Dividends, Bank of America Says
Bank of America advises investors to chase sustainable dividend yields above the S&P 500’s modest 1.1% to improve total‑return performance amid stagflation risks. Using a Russell 1000 screen focused on the second quintile of trailing yields, the bank highlighted PepsiCo (3.6% yield)...
Michael Burry Buys the Dip in Salesforce and Other Software Stocks After AI-Fueled Sell-Off
Michael Burry is re‑entering the software sector, buying a roughly 3.5% stake in PayPal and planning positions in Salesforce, MSCI, Adobe, Autodesk and Veeva after a steep AI‑driven sell‑off. He argues the decline stems from technical pressures tied to private‑credit...
Adding Bitcoin Alongside Gold to Your Portfolio Juiced Returns and Didn't Raise Risk, Study Shows
Citi’s ten‑year study finds that adding both gold and bitcoin to a traditional bond‑and‑equity mix lifts portfolio efficiency without adding measurable risk. A modest 5% exposure to gold already improves returns, and splitting that slice between gold and bitcoin generates...
Thursday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
The S&P 500 and Nasdaq Composite closed Thursday at fresh record highs, with the S&P up 7.6% in April and the Nasdaq up 11.2% in the same month, marking eleven straight days of gains for the tech‑heavy index. Broad market breadth...
Tax Day Is Here. How to Pocket More of Your Portfolio's Return, According to Bank of America
Bank of America’s research shows a tax‑aware portfolio (60% stocks, 40% bonds) outperformed a tax‑insensitive counterpart, delivering a 7.4% post‑tax annualized return versus 5.9% over 30 years. The firm recommends three tax‑efficiency levers for investors: favoring share buybacks over qualified...
This Derivative Stock Play on SpaceX Could Be Setting up for Another Breakout, Charts Show
EchoStar (SATS), the telecom holding behind Dish, Sling and Boost Mobile, now holds roughly $11 billion of SpaceX stock, effectively offering investors indirect exposure to a potential SpaceX IPO. The company was added to the S&P 500 in March, boosting its visibility...
Two Wall Street Analysts Are Getting Bullish on a Target Turnaround. Here's Why
Target’s shares have jumped about 26% so far in 2026 after a 28% plunge in 2025, putting the retailer on track to end four consecutive years of losses. A March‑announced strategic revamp expands grocery, high‑end cosmetics and sports merchandise, aiming...
Don't Look Now, but Target Is Outperforming the S&P 500. Trading the Pop Using Options
Target Corp. (TGT) has posted a strong three‑month run, beating the S&P 500 by roughly 18.5% while its own share price rose about 5%. A modest March producer‑price index showed inflation confined to energy, easing pressure on freight costs and consumer...
Mike Mayo Says Citi Remains His Top Pick, Sees Restructuring Driving Stock Higher
Citigroup posted a first‑quarter earnings beat, with revenue rising 14% to $24.6 billion and net income jumping to $5.8 billion. Analyst Mike Mayo lifted his price target to $160, citing a 24% upside and labeling Citi his top pick. The bank’s restructuring...
This Semiconductor Stock Is Due for More Upside Amid AI Boom, Oppenheimer Says
Marvell Technology (MRVL) received an Outperform rating from Oppenheimer, which set a $170 price target—about 27% above the current share price. The firm recently signed a $2 billion partnership with Nvidia to integrate its chips into the AI‑RAN ecosystem, expanding its...
This Cloud Stock Is Cheap and Will Be an AI Winner, Says Piper Sandler
Piper Sandler upgraded Cloudflare (NET) to overweight, setting a $222 price target that suggests roughly 24% upside after the stock fell more than 9% this year. The brokerage argues the pullback creates an attractive entry point as demand for cloud‑computing...
Chips Are Emerging as Market Leaders Once Again. Where the Charts Signal They Are Going
Semiconductor stocks are re‑asserting market leadership as the SMH ETF climbs a 54.6% angle, outpacing its 2020‑2022 rally. The broader macro backdrop—weakening U.S. dollar, falling oil below $100 per barrel, and a consolidating 10‑year yield—creates a fertile environment for growth...
David Einhorn Signals Caution as His Hedge Fund Greenlight Prioritizes Capital Protection
David Einhorn told investors Greenlight is putting capital protection ahead of market optimism, even as the S&P 500 rallied to 6,966.75. The hedge fund delivered a 6.5% return in Q1, outpacing the index’s 4.4% decline, while keeping gross and net exposure...
Wall Street Has Found a New Quantum Computing Play. Analysts See as Much as 75% Upside
Infleqtion, a public quantum‑computing firm, received buy ratings from Citi and BTIG, with price targets implying up to 75% upside. The company generates revenue using its neutral‑atom platform, serving governments, corporations, and research institutions, and has partnered with Nvidia to...
There’s a Bottom in Place for Software Stocks After Horrid Start to 2026, Says BTIG
Software stocks have endured a rough start to 2026, but BTIG’s chief market technician Jonathan Krinsky sees a bottom forming. The iShares Expanded Tech‑Software ETF (IGV) lifted its relative‑strength index to 46, up from sub‑20 levels earlier in the year,...
Adobe Continues to Struggle. This Options Trade Doubles Down on a Potential Rebound
Adobe's shares have slipped further amid market volatility, prompting trader Nishant Pant to propose a second bull call spread at lower strikes. The 235/240 May‑8 spread can be entered for about $2.50, offering a potential $2.50 profit if the stock...
Evercore ISI Pounds Table on Sandisk. Bull Case Sees Rally to $2,600
Evercore ISI has initiated coverage of Sandisk (SNDK) with an outperform rating and a $1,200 price target, implying roughly 26% upside from the latest close. The firm’s bull case envisions the stock climbing to $2,600, a 173% gain, driven by...
Investor Survey Shows Most Bearishness in 11 Months. So the Contrarian Call Is to Buy
The Bank of America Global Fund Manager Survey shows investor sentiment plunging to a 3.7 composite score in April, the most bearish reading since June 2025. The poll of 193 fund managers, overseeing $563 billion in assets, revealed cash holdings at...
This Biotech Firm Has Room to Run, Even as Its Drug Royalties Are Set to Shrink
Biogen was upgraded to overweight by Piper Sandler, which lifted its price target to $214, implying about 21% upside. The firm anticipates a dip in Ocrevus royalty income as exclusivity expires between 2028 and 2029, but expects new launches—Syfovre, Empaveli—and a...
General Motors Is Trading at Attractive Levels After Pullback, Deutsche Bank Says
Deutsche Bank upgraded General Motors to a buy, lifting its price target to $90 from $83 and implying a 17.1% upside from the latest close. The move follows a 2% pullback in GM shares since the Iran war began, which...
Nike Gets Another Downgrade. HSBC Says Turnaround Strategy Is Now a 'Show Me' Story
HSBC downgraded Nike to hold from buy, slashing its price target to $48, down from $90, implying about a 12.6% upside from the latest close. The bank’s analyst Akshay Gupta said Nike’s turnaround thesis has shifted from a certainty to...
Top Wall Street Analysts Prefer These Dividend Stocks for Steady Income
Wall Street analysts highlighted three dividend‑paying energy stocks as reliable income sources amid heightened Middle‑East geopolitical risk. Enterprise Products Partners (EPD) offers a 5.9% yield and a raised price target of $42 as higher commodity prices boost margins. Morgan Stanley...
Where Fixed Income Investors Are Finding Yield as Geopolitical Risk Rattles Markets
Geopolitical tension from the Iran war has rattled fixed‑income markets, pushing Treasury yields higher and driving a 9% drop in broad equity indices. Strategists advise investors to focus on the "belly" of the Treasury curve (2‑10 years) while maintaining short‑to‑neutral...
Merck Shares Are Forming a Bullish Chart Pattern, and a Breakout Could Be on the Horizon
Merck (MRK) is shaping an inverse head‑and‑shoulders pattern after weeks of consolidation, positioning the stock for a potential breakout. A move above the $124 resistance could propel the share price toward $135, offering roughly a 9% upside from current levels....
Crypto Treasury Firms Deserve Closer Attention and These Four Are Buying Opportunities, Says TD Cowen
TD Cowen has initiated coverage on four publicly traded crypto‑treasury firms—Strive, Nakamoto Holdings, The Smarter Web Company and SharpLink—assigning each a buy rating. These companies buy and hold bitcoin or ether on behalf of shareholders, growing crypto holdings per share and...
The 'Lines Draw Themselves' And All Say 'Sell Palantir,' Says Carter Worth
Carter Worth, a prominent market commentator, reiterated a sell recommendation for Palantir Technologies, setting a price objective of $100 or higher. His analysis came as the stock slipped nearly 6% during the session before trimming losses to close down 1.4%....
This Options Trade Is a Bet on Oil Prices Falling Once Traffic Picks up in the Strait of Hormuz
Crude oil prices have lingered near $100 a barrel because the Strait of Hormuz remains a geopolitical flashpoint. Analysts argue that successful diplomatic talks led by U.S. Vice President JD Vance could fully reopen the strait, stripping the risk premium...
Wells Fargo Downgrades Sherwin-Williams because of Rising Raw Materials Costs Due to Iran Conflict
Wells Fargo downgraded Sherwin‑Williams to equal‑weight and cut its price target to $365 from $410, citing an 8.7% upside from the latest close. The bank attributes the downgrade to rising raw‑material costs driven by the Iran conflict, which is inflating...
Nike Shares Are Still Not Cheap After 30% Drawdown This Year, Says Piper Sandler
Piper Sandler downgraded Nike to neutral and cut its price target to $50 from $60. Even after a 31% year‑to‑date slide, the analyst says the stock remains pricey at roughly 22 times FY28E earnings per share and lacks an immediate catalyst....