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Morgan Stanley likes these five stocks, plus this Nvidia alternative

by Walter Watson
Morgan Stanley likes these five stocks, plus this Nvidia alternative

Morgan Stanley analysts named a slate of stocks this week they think are too attractive to ignore. The firm called out a list of overweight-rated companies that have solid prospects …

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The next ‘bottleneck’ in AI and the stocks buy, according to the pros

by Walter Watson
The next ‘bottleneck’ in AI and the stocks buy, according to the pros

There’s been a lot of talk about artificial intelligence’s current phase: infrastructure building. That has obvious benefits for chipmakers such as Nvidia and hyperscalers like Amazon , Microsoft and Alphabet …

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Investors have made these 9 AI plays their core holdings: BofA data

by Walter Watson
Investors have made these 9 AI plays their core holdings: BofA data

Fund managers’ love for artificial intelligence-related stocks has grown as many of these tech companies have become their essential holdings in the portfolio, according to Bank of America’s analysis. The …

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Move over NVDA. 5 tech stocks investors should own, Goldman Sachs says

by Walter Watson
Move over NVDA. 5 tech stocks investors should own, Goldman Sachs says

Goldman Sachs said this week that there are plenty of cheap tech stocks to buy coming out of earnings. As of Friday, 92% of the companies in the S & …

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Goldman Sachs says buy these stocks in April

by Walter Watson
Goldman Sachs says buy these stocks in April

Goldman Sachs analysts have named a slew of stocks that could see upside as April rolls in. The firm said these companies are well positioned as the second quarter gets …

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SEC charges Arista co-founder Andy Bechtolsheim with insider trading

by Edgar Davis
SEC charges Arista co-founder Andy Bechtolsheim with insider trading

Andreas “Andy” von Bechtolsheim, co-founder of Arista Networks Inc., speaks during a Bloomberg West TV interview in San Francisco on May 2, 2013. David Paul Morris | Bloomberg | Getty …

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Goldman Sachs top tech stocks

by Walter Watson
Goldman Sachs top tech stocks

Analysts at Goldman Sachs have highlighted a handful of tech stocks with upside as earnings season begins to wind down. The S & P 500 tech sector posted an earnings …

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These global tech stocks are in Citi’s ‘high-conviction’ list

by Walter Watson
These global tech stocks are in Citi’s ‘high-conviction’ list

Tech stocks already had a good run, and investors may be wondering if they still have further to go. The iShares Global Tech ETF, which comprises tech stocks around the …

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Tech stocks dominated 2023 investing. Here’s where the sector finds growth in 2024

by Walter Watson
Tech stocks dominated 2023 investing. Here’s where the sector finds growth in 2024

After 2023’s blowout run, it’s hard to recall the once gloomy investing setup for technology stocks last December. Yes, it was only a year ago that once high-flying technology behemoths …

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Here are 3 stocks other than Nvidia getting AI premium from investors

by Edgar Davis
Here are 3 stocks other than Nvidia getting AI premium from investors

Lisa Su, president and CEO of AMD, during an interview with Mad Money, broadcasting from CNBC’s San Francisco bureau on November 21, 2019. Jacob Jimenez | CNBC The big winner …

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