Oppenheimer says investors should trade the “sell in May and go away” play, for a new strategy.
The technical analysts’ new seasonal trading motto is “Sell in July for a Big October Buy.”
They say 2026 is different because it’s a midterm election year with a second term president.
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.
Daiwa upgraded Qualcomm (QCOM) to Outperform from Neutral with a price target of $225,
» Read more about: HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls »
When Nvidia (NVDA) reports its latest earnings on May 20, it will likely do so with its stock trading at some of the lowest valuation levels in recent memory.
Nvidia stock is trading 10x below its three-year median price-to-earnings ratio of 32x, Goldman Sachs analyst James Schneider pointed out in a new note on Friday.
Today’s Highlights
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9:15 am — TTD -13.11% in pre-market trading
By Sanmeet Deo
Team Rule Breakers
It seems the most pressing concern coming out of The Trade Desk‘s (TTD 6.98%) Q1 2026 earnings is not the macro nor the EPS miss but whether the Publicis situation represents an isolated negotiating dispute or the beginning of a broader agency pushback against TTD’s pricing and transparency practices.
Any investors hoping to find a Sector – Energy fund might consider looking past Fidelity Select Materials (FSDPX). FSDPX possesses a Zacks Mutual Fund Rank of 4 (Sell), which is based on various forecasting factors like size, cost, and past performance.
Zacks categorizes FSDPX as Sector –
» Read more about: Is Fidelity Select Materials (FSDPX) a Strong Mutual Fund Pick Right Now? »
Founded in 1971, Pacific Investment Management Company, LLC or PIMCO, is an internationally acclaimed investment management firm. The company provides a wide range of financial services across the globe, with more than 3,260 employees. PIMCO had around $2.27 trillion in assets under management as of March 31,
» Read more about: Buy 3 PIMCO Mutual Funds Poised for Excellent Returns »
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I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time.
» Read more about: Nvidia's $2 Billion Bet On IREN And AI Power Games »
This article first appeared on GuruFocus.
ARK Invest founder Cathie Wood expressed bullish views on both SpaceX and Tesla (TSLA, Financials), pointing to strong investor demand for private space assets and growing confidence in autonomous driving technology.
Speaking in a Bloomberg interview,
» Read more about: Cathie Wood Sees Strong Demand for SpaceX, Tesla Robotaxis »
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
» Read more about: Is Nvidia (NVDA) The Best AI Stock Pick of Cathie Wood in 2026? »
Everybody wants to be a millionaire. Far fewer understand the math that helps you get there.
It’s pretty simple actually. It all depends on:
You can control the first.
» Read more about: Could Investing $500 a Month in One ETF Make You a Millionaire in 20 Years? »