Morgan Stanley sees margin pressure building for $DELL even as most analysts stay bullish.
EVs and solar panels need graphite. Canada has a favorite supplier.
Our three Sunday stories include a fast-moving turnaround in coconut water, a memory chip rally that’s only getting tighter, and an under-the-radar industrial with room to run.
Our 5 top tweets of the week include bad omens for data-driven investors and a meltdown for the McRib indicator.
Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.
Cleaner assortments, better inventory, and a beauty pivot have Jefferies seeing upside in a fashion staple.
Valuations are soaring. But several high-flyers are still missing one thing: sales.
AI, autonomy, and national security could be converging into a $169B opportunity.
This chipmaker just promised 35% compound growth. Wells Fargo says the forecast might actually stick.
This satellite communications firm is up nearly 300% this year. JPMorgan says a defense spin-off could push it even higher.
This pharma giant just won federal backing for its obesity drugs in a move that could unlock 40M new patients.
Gold and silver miners are outpacing the TSX by a landslide. Here’s how investors are playing it.
Our three Sunday stories include a new name stealing Starbucks’ steam, five global trades with serious lift, and a comeback cycle giving old-school tech fresh power.
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