Amazon's stock has been weighed down by concerns about AWS growth, but Wells Fargo sees better trends ahead for the company's cloud-computing business. ...

Core Insights - High-quality small-cap stocks have shown significantly better performance compared to their peers, indicating a potential investment opportunity in this segment [1] Group 1: Performance Metrics - The article highlights that small-cap stocks, particularly those of high quality, have outperformed larger counterparts, suggesting a trend that investors may want to consider [1] - Specific metrics or examples of small-cap companies that fit the high-quality description are provided, showcasing their strong financial health and growth potential [1] Group 2: Investment Opportunities - The article identifies 12 companies that exemplify high-quality small-cap stocks, which could be attractive for investors seeking growth [1] - These companies are characterized by robust fundamentals, including strong revenue growth and profitability, making them suitable candidates for investment [1]

Wells Fargo's chief equity strategist Ohsung Kwon said the AI trade will continue to dominate stock market gains, until this beaten-down area of the economy starts to show signs of life. ...

Tech investor Cathie Wood this week bought Alibaba stock for the first time in four years, and it's already turning out to be a good investment. ...

Core Viewpoint - The bull market in U.S. stocks is expected to experience only a pause for the remainder of the year, despite the high valuation of the S&P 500 according to Morgan Stanley's Andrew Slimmon [1] Group 1 - The S&P 500 is currently considered to have lofty valuations [1]

Group 1 - China is planning to invite certain countries to purchase physical gold and store it within its borders, aiming to enhance its influence in the international gold market [1] - This initiative is part of China's broader strategy to expand its reach and strengthen its position in global commodities [1] - The move reflects China's ongoing efforts to diversify its economic partnerships and increase its role in international trade [1] Group 2 - The invitation to buy and store gold is expected to attract foreign investments and bolster China's gold reserves [1] - This strategy may lead to increased competition in the global gold market, potentially affecting prices and supply dynamics [1] - By positioning itself as a key player in the gold market, China aims to enhance its economic stability and influence [1]

Core Viewpoint - Analysts are advising investors to stop purchasing Lululemon's stock due to an increase in discounted merchandise, indicating potential challenges in the company's turnaround efforts [1] Company Summary - Mark Altschwager from Baird has expressed concerns regarding Lululemon's stock performance, highlighting a rise in marked-down merchandise as a negative signal for the company's future [1]

Core Viewpoint - The company's AWS division is encountering increased competition from Microsoft and Google, raising concerns among investors about Amazon's position in the AI sector [1] Group 1 - The AWS division is facing new threats from competitors, specifically Microsoft and Google [1] - Investors are questioning whether Amazon is falling behind in the AI race due to this competition [1]

Core Viewpoint - Micron provided a stronger-than-expected outlook driven by robust demand for memory chips, particularly due to AI advancements [1] Company Summary - Wall Street anticipated a "beat-and-raise" quarter from Micron, which was confirmed by the company's performance [1] - The demand for memory chips is significantly influenced by the growth of AI technologies [1]

Bank of America notes the benefits of Palantir's forward deployed engineers, who embed within customers to help deploy the company's technology offerings. ...