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This options trade is a bet on oil prices falling once traffic picks up in the Strait of Hormuz
Jeff Kilburg walks through how to use options to bet on crude oil prices falling this month.
Wells Fargo downgrades Sherwin-Williams because of rising raw materials costs due to Iran conflict
Sherwin-Williams is likely to see its margins squeezed due to the Iran war, which could dent the company's shares in the near future, per Wells Fargo.
Here are Friday's biggest analyst calls: Nvidia, Tesla, Apple, Nike, Netflix, Shake Shack & more
Here are the biggest calls on Wall Street on Friday.
UBS downgrades ServiceNow, saying AI is a bigger threat than first believed
ServiceNow may be more vulnerable to disruption risks posed by AI than some analysts on the Street think, according to UBS.
Nike shares are still not cheap after 30% drawdown this year, says Piper Sandler
Nike could struggle with sales as the athleisure market becomes more crowded and demand for sports-focused loungewear moves past its peak, per Piper Sandler.
Friday's big stock stories: What’s likely to move the market in the next trading session
Stocks continued their relief rally on Thursday as traders hoped the U.S.-Iran ceasefire would stick. The Dow Industrials turned positive for 2026.
A big inflation report is due Friday. How to trade the upcoming CPI report
The economy and the market appear to be at a precipice, giving Friday's consumer price index report even greater importance, said one strategist.
AI threat's relentless flogging of software stocks shows no end in sight with Anthropic's new agent
The latest revenue projections and updates from Anthropic revived investor fears of an AI day of reckoning coming for software.
These stocks reporting next week have a history of earnings beats and share gains
Banking heavy-hitters, including Morgan Stanley, are slated to report quarterly results next week.
Meta released a new AI model this week. JPMorgan sees it as a turning point for the stock
Meta popped after it released its AI model on Wednesday, suggesting the stock has more room to run as investor confidence in its AI push grows, per JPMorgan.
This manufacturing stock made Josh Brown's list as it gets ready for a big move higher
Josh Brown and Sean Russo take a look at the latest addition to their Best Stocks in the Market list.
This software stock is set to rally as demand for AI developer tools grows, Guggenheim says
The investment firm upgraded the software platform provider to buy from neutral.
A catalyst-rich biotech may be poised to resume its recovery. Use options to take advantage
Regeneron's deep pipeline of potentially successful drugs helps to offset competitive risks in other areas.
JPMorgan sees more upside for this AI data center play, fueled by 'exceptional earnings growth'
Lumentum is likely to see its shares rise thanks to the high-speed networking equipment, 3D sensors and industrial lasers it makes for AI data centers.
JPMorgan upgrades a key financial stock that has gotten hit in 2026
The bank upgraded its rating on Capital One Financial, citing its cheaper valuation after a fall in 2026 and ability to manage a potentially weaker consumer.
Buy this semiconductor maker as AI data center boom continues, Stifel says
The investment firm upgraded the chipmaker to buy from hold.
Thursday's big stock stories: What’s likely to move the market in the next trading session
The Dow Industrials jumped more than 1,300 points Wednesday in a relief rally after the U.S. and Iran reached a two-week ceasefire agreement.
Iran war ceasefire offers investors opportunity to rotate back into risk-on assets, investors say
Technology, financial and industrial stocks are looking attractive following the Iran war ceasefire, Shannon Saccocia told CNBC on Wednesday.
Investor Stephanie Link swaps Chevron for technology stocks
Link also said she likes stocks that offer exposure to the power buildout, including Quanta Services, Vertiv and Eaton.
Fundstrat's Tom Lee says the market has bottomed, stocks are headed to all-time highs
The stock market has bottomed, according to Fundstrat's Tom Lee. The firm's head of research detailed his top sector picks.
Investors are getting hyped over the SpaceX IPO. Here's what the market impact may be
The Elon Musk-founded aerospace company could inject excitement into an inert IPO pipeline, but the market impact could be more muted than investors expect.
Buy these dividend stocks poised to raise payouts again, says Trivariate's Adam Parker
With dividend yields not what they once were, investors should be choosing investments wisely in order to maximize returns, according to Trivariate Research.
Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Shares of the chip giant are well below the all-time high, but an opportunity to bet on the next leg up has emerged.
Many on Wall Street saw this 'TACO' coming as Trump's brinkmanship starts to lose grip on market
A growing cohort of investors has come to believe Trump's escalation tactics follow a familiar script.
Drone industry is on pace for big Pentagon contracts. These stocks would benefit the most
The proposed $1.5 trillion defense budget means the U.S. government will scale up purchases from drone companies in fiscal 2027.
Robinhood’s Trump Accounts partnership signals big upside for the stock, analysts say
Robinhood's involvement in the Trump administration's new youth investment accounts creates a big long-term opportunity for shareholders, analysts say.
Playing Alphabet using a bullish options trade after tech giant recently topped a key level
Tony Zhang breaks down this options trade that defines downside risk in GOOGL.
JPMorgan says Anthropic's groundbreaking cybersecurity model positive for these two stocks
Security vendors CrowdStrike and Palo Alto Networks "are essential partners in the effort to fight AI with AI," the analyst wrote.
Roth Capital downgrades these six energy stocks after U.S.-Iran war ceasefire
Roth Capital downgraded a few energy stocks, including Diamondback Energy, following signs that the Iran war is winding down, its analysts' new note shows.
Earnings season kicks off next week. Morgan Stanley sees these stocks surprising to the upside
Using an Earnings Surprise Composite model, the investment bank said a memory chip maker, bank and defense company are likely to beat analyst estimates.