A Wall Street analyst is projecting upside potential for Alphabet (NASDAQ: GOOGL) stock, citing the company’s advancements in artificial intelligence.Specifically, Citizens analyst Andrew Boone reaffirmed a ‘Market Outperform’ rating on Alphabet while maintaining a price target of $290, representing a potential upside of about 15% from the current level of around $247. In the outlook, Boone praised Alphabet’s progress in integrating AI across its ecosystem but noted that competitive pressure is mounting due ...

Over the course of this year, the Trump administration has built a portfolio of strategic corporate holdings, with direct ownership stakes in several major companies.The strategy appears to largely revolve around securing critical supply chains in semiconductors, rare earths, lithium, and steel.More precisely, Washington now owns 10% equity stake in Intel (NASDAQ: INTC), 15% in MP Materials (NYSE: MP), 10% in Lithium Americas (NYSE: LAC), and 10% in Trilogy Metals (NASDAQ: TMQ).In addition, the government o ...

Advanced Micro Devices (NASDAQ: AMD) exploded on Monday, October 6, after the company announced a new partnership with OpenAI.As part of the deal, OpenAI will deploy up to 6 gigawatts (GW) of AMD Instinct GPUs and be allowed to buy up to 160 million AMD shares at $0.01 each (roughly 10% of the company).Hailed as a move that could generate billions in new revenue, the news lifted AMD’s market capitalization beyond $300 billion and propelled the stock to $209.21 at press time, up 27.05% on the daily chart.AMD ...

Core Viewpoint - The S&P 500 is projected to rise by approximately 33% by 2026, with a base target of 7,750 and a potential high of 9,000 under a "bubble" scenario [1][3]. Market Performance - As of the latest update, the S&P 500 index was valued at 6,727, reflecting a daily increase of 0.19%, and has surged nearly 50% in 2025 [1]. Analyst Insights - Evercore ISI analyst Julian Emanuel has increased the probability of the S&P 500 reaching 9,000 to 30%, citing signs of accelerating capital market activity following a significant leveraged buyout [3]. - The recent acquisition of Electronic Arts (EA) is highlighted as a pivotal event, drawing parallels to landmark buyouts in 1988 and 2007, which historically led to rapid market rallies but also increased volatility [4]. Investment Strategies - Emanuel suggests that investors should consider hedging strategies, such as Nasdaq put options, to manage potential risks associated with the current market conditions, as the S&P 500 trades significantly above its 50-day and 100-day moving averages [4]. Sector Outlook - Despite caution regarding market pullbacks, there is a bullish outlook on AI-related sectors and "underowned" healthcare stocks, which are seen as tactical opportunities amid easing policy and tariff concerns [5]. Divergent Analyst Opinions - Other analysts, such as Morgan Stanley's Michael Wilson, project a more conservative rise to 7,200 by mid-2026, while JPMorgan warns of potential short-term downside risks as equities may reassess valuations with Federal Reserve easing [6].

A Wall Street analyst has cautioned Nvidia (NASDAQ: NVDA) investors that the chipmaker’s explosive growth may not be entirely organic.To this end, Goldman Sachs’ James Schneider warned that part of Nvidia’s booming sales could stem from “circular revenue,” a cycle in which Nvidia’s own investments end up fueling demand for its products.Schneider explained that Nvidia’s financial ties with companies like OpenAI create a situation where the tech giant acts as both supplier and investor. When Nvidia backs AI s ...

Advanced Micro Devices (NASDAQ: AMD) shares erupted higher in pre-market on Monday after OpenAI confirmed a multi-gigawatt GPU supply deal that could generate over $100 billion in revenue for the chipmaker in just the next four years. At its peak, the stock spiked more than 26% intraday, one of the sharpest single-day moves in AMD’s modern history, before settling near $207.The agreement marks a transformative moment for Advanced Micro Devices. OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs, begi ...

Shares of British luxury vehicle manufacturer Aston Martin (LSE: AML) fell sharply on Monday after the firm slashed its outlook for the second time this year.Notably, the stock plunged as much as 11% at one point. As of press time, AML shares were trading at £76.05, down over 6% for the day. Year-to-date, the stock has dropped roughly 30%.AML YTD stock price chart. Source: Google Finance The decline followed the company’s announcement that it no longer expects to meet its full-year volume guidance, projecti ...

As Warren Buffett approaches the end of his tenure as CEO of Berkshire Hathaway (NYSE: BRK.A) , his investment moves continue to serve as a key indicator for investors seeking profitable, long-term plays.Now, while Buffett has made notable shifts in his portfolio over the years, investors with modest capital of $100 can mirror his investments by purchasing some of his recent stock picks with potential for growth.To this end, Finbold has identified the following two equities worth considering.UnitedHealth (N ...

Group 1 - Goldman Sachs CEO David Solomon warns of a potential correction in global equity markets within the next 12 to 24 months due to market overextension and the cyclical nature of markets [1][3] - Solomon highlights the historical trend where periods of intense technological acceleration, such as the current boom in artificial intelligence, often lead to market overextension and subsequent corrections [1][3] - The surge in capital formation and the rapid creation of new companies around transformative technologies typically results in both "winners and losers," drawing parallels to the early internet era [2] Group 2 - Despite the potential for short-term volatility, the long-term outlook remains positive, with ongoing technological innovation driving opportunities for enterprise growth and productivity [4] - Solomon emphasizes that the current cycle, driven by AI and digital transformation, could mirror past dynamics where only a few companies successfully emerge from a tech rally [2][3]

Group 1 - Goldman Sachs CEO David Solomon warns of a potential correction in global equity markets within the next 12 to 24 months, attributing this to market cycles and the current boom in emerging technologies like artificial intelligence [1][3] - Solomon emphasizes that the surge in capital formation and the rapid creation of new companies around transformative technologies typically lead to both "winners and losers," drawing parallels to the early internet era [2] - Despite the potential for short-term volatility, the long-term outlook remains positive, with ongoing technological innovation driving opportunities for enterprise growth and productivity [4] Group 2 - Solomon notes that historical patterns suggest periods of intense technological acceleration often result in market overextension, indicating a similar dynamic may occur in the current cycle driven by AI and digital transformation [3] - He highlights that while optimism exists regarding long-term innovation trends, the market's current state appears stretched, making a drawdown not surprising [1][3]