Technology stocks have had a rough stretch. Goldman Sachs thinks that is exactly the point. In a research note published April 7, Goldman Sachs strategists led by Chief Global Equity Strategist Peter Oppenheimer, argued that the sell-off in tech has pushed valuations to levels not seen in decades, creating what they described as a buying
Most Wall Street analysts cover Nvidia with spreadsheets built on earnings estimates and price-to-earnings ratios. UBS has a different tool entirely, and what it is saying about Nvidia is striking. UBS HOLT, the firm’s proprietary cash flow-based valuation framework, says Nvidia’s share price should be 400% higher than where it currently trades. That would put
Oil prices tumbled on April 8 after the U.S. and Iran agreed to a two-week ceasefire, with Brent crude falling about 13% and West Texas Intermediate posting its biggest single-day drop since April 2020, according to World Oil. Markets reacted to the prospect of Hormuz reopening. Bank of America thinks the reaction missed the point.
If you’ve ever watched a big winner in your portfolio suddenly stall, you know the mix of pride and panic that hits your stomach at the same time. You see the green on your statement and, at the same time, you feel that “uh‑oh” in your chest. Bank of America just cut its rating on
President Trump is in gut-check time. There is still no clear endgame in Iran. The lack of a game plan is making people sweat, that means everyone from Wall Street and the man on the street. Everyone needs to brace for higher gas prices, costlier goods and a fresh inflation threat. President Donald Trump is
Imagine opening an app, booking a ride, and a vehicle with no driver shows up to take you to a long-awaited errand. That’s no longer a concept. It’s a reality in Nashville. Waymo, a subsidiary of Alphabet Inc., is a U.S.-based autonomous driving technology company headquartered in Mountain View, California. As of March 2026, Waymo
Lockheed Martin’s (LMT) outlook is getting a boost from Washington. President Donald Trump’s proposed $2.2 trillion defense budget eases one of the biggest concerns around Lockheed Martin’s forward guidance. At the same time, missile demand is building, and the company is expanding capacity to meet it, but the key question is whether that momentum translates
Every year, Wall Street waits for Jamie Dimon‘s letter to JPMorgan shareholders. This year, it arrived with a warning that goes well beyond banking. In his annual shareholder letter published April 6, Dimon warned that the war in Iran risks triggering another round of persistent inflation and higher interest rates that could tip the U.S.
AMD’s (AMD) AI story is starting to shift. The company is no longer just a beneficiary of rising AI demand. It is now generating meaningful revenue and profit from its data-center business, giving investors a more tangible earnings base today. That changes the setup for the stock. The next phase of upside depends less on
I’ve covered plenty of geopolitical flare-ups where markets pretended not to care. This one felt different the moment I saw a single line flash across my feed: President Donald Trump says he can “get a deal” with Iran by Monday, April 6. That quote came from a post by prediction market platform Kalshi, which blasted