D.A. Davidson analyst is keeping an eye on emerging competition for Nvidia but said AI computing demand is set to grow for years, and that should drive the stock higher. ...

Group 1 - Futures for the Dow Jones Industrial Average and S&P 500 rose by 0.2% as Wall Street anticipated the release of the consumer price index (CPI) [1] - Nvidia (NVDA), Palantir Technologies (PLTR), and Tesla (TSLA) were highlighted as early winners in the stock market [1] - Today's CPI report is expected to influence the Federal Reserve's projections regarding future rate cuts at next week's meeting [2] Group 2 - AI stocks, including Palantir and Nvidia, are under scrutiny as revenue performance becomes increasingly important amid a rally in cloud services [4] - The competition in the robotaxi sector is intensifying with Amazon's Zoox launch in Las Vegas and Lyft's expansion in Atlanta [4] - Nvidia is actively investing in startup companies within the quantum computing sector, indicating a growing interest in this emerging technology [4]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: DA Davidson upgraded Nvidia (NVDA) to Buy from Neutral with a price target of $210, up from $195, citing the belief the growth in AI compute demand will drive enough demand to sustain growth into next year and likely beyond. Deutsche Bank upgraded Chewy (CHWY) to Buy from Hold with a price target of $45, up fr ...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Ford Motor Co. (NYSE: F) has launched its Ready Set Ford marketing campaign, which will cost it tens of millions of dollars. It came less than a day after Ford made its 104th recall this year. That number is unfathomable. The first wave of the campaign's effort is confusing. Someone driving a pickup saves a running bull. A man is running without a car. A race car is driving. Someone jumps into the water. These must be the ways people use their Ford vehicles now, or might use them in the future. ...

Bitcoin was flat this morning as new consumer price index data shows inflation rose 0.4% in August, outpacing the 0.2% rise in July. At the time of writing, Bitcoin has been flirting with $114,000 as BTC ETF flows hit an 8-week high. The price of BTC has gained 0.3% in the past day, and is virtually unchanged over the past hour since the new BLS data was released. The Bureau of Labor Statistics noted in its report that inflation over the past 12 months has  increased to 2.9%—meaning it’s pulling away fro ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

POLAND - 2025/09/07: In this photo illustration, the AbbVie company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images AbbVie’s stock is on the rise, and for good reason! The company just reached a major agreement with generic drug manufacturers to delay the release of a generic version of its blockbuster drug, Rinvoq, until 2037. This is a huge deal because Rinvoq has been a powerhouse for the co ...

CANADA - 2025/03/11: In this photo illustration, the Corning Incorporated logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Corning (GLW) stock is on a serious roll, having jumped 12% over seven straight days. That’s an impressive gain, adding about $7.6 billion to the company’s value and bringing its total market cap to roughly $64 billion. In fact, so far this year, Corning is up over 60%, f ...

Corona and Modelo beers imported from Mexico, are seen for sale at a grocery store in Magnolia, Texas, on April 3, 2025. (Photo by RONALDO SCHEMIDT / AFP) (Photo by RONALDO SCHEMIDT/AFP via Getty Images)AFP via Getty ImagesConstellation Brands (NYSE: STZ) shares have fallen 15.3% over the last 21 trading days. This can be attributed to the beverage company’s recent announcement that it’s lowering its fiscal 2026 sales and earnings outlook due to falling demand for its beers among the Hispanic population in ...