Jefferies names 2 transformer stocks with up to 70% upside as AI data centres boost demand
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The Daily
S&P Dow Jones Indices: Updated Effective Date: Huron Consulting Group Set to Join S&P SmallCap 600
NEW YORK, Oct. 28, 2026 /PRNewswire/ — Huron Consulting Group Inc. (NASD: HURN) will replace Supernus Pharmaceuticals Inc. (NASD: SUPN) in the S&P SmallCap 600 before the opening of trading on Tuesday, November 3, instead of Monday, November 2. S&P SmallCap 600 constituent Indivior Pharmaceuticals Inc. (NASD: INDV) is acquiring Supernus Pharmaceuticals in a transaction expected to close soon,
A historic rally in one corner of the stock market is a major bubble warning, BofA says
The stock market is flashing another parallel to 1999.
Analysts at Bank of America said they spotted a “bubble-like” pattern in stocks that also appeared leading up to the burst of the dot-com bubble: an explosive rally in defensive sectors.
Defensive stocks in areas like healthcare and consumer staples have been on a tear lately as investors weigh the risks associated with the AI sector and flock towards other areas of the market for safety.
'Wall Street Cares About Free Cash Flow Now': Bloomberg's Ed Ludlow on Buyouts and AI Spending
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Wall Street’s growing demand for free cash flow is pushing Big Tech to cut costs as AI spending soars, Bloomberg Tech host Ed Ludlow said Wednesday, days after Microsoft Corp.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Enphase Energy, F5, Marvell Technology, MSG Rangers, Pentair, Silicon Motion Technology, Spotify Technology …
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday’s analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at a pivotal moment for markets.
Pre-Market Stock Futures:
Futures are trading mixed as we await an interest-rate announcement from Federal Reserve Chairman Kevin Warsh today at 2:30 PM EDT.
Is Western Digital’s Nightmare 3 Months Over? A Wall Street Pro Says Its Price Will Increase 130%
Western Digital stock has cratered more than 50% from its peak even as earnings beat estimates and revenue surged, leaving investors to wonder whether Wall Street’s most aggressive analyst has spotted something the market is missing.
Western Digital (NASDAQ:WDC | WDC Price Prediction) is now priced at $380.88.
Microsoft Stock Climbs 5% as AI Spending Undershoots: Is Wall Street Rewarding Restraint?
Microsoft shares rose 4.7% in after-hours trading on Wednesday after the company beat forecasts and spent less than Wall Street expected. Capital spending came in at $39.37 billion, against a $45.93 billion estimate.
Elsewhere in Big Tech, investors did the opposite. Alphabet spent $51.4 billion in its quarter,
Nvidia CEO Jensen Huang targeted in Chinese espionage plot, NY Times reports
The report says Chinese spies went after Huang himself in an effort to obtain AI chips, adding a personal dimension to the export control fight
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Only 47% of Homeowners 55 to 64 Feel Financially Secure About Retirement. Tapping Home Equity Won’t Count Against Social Security’s Earnings Limit
Dan is 63, house-rich, cash-poor, and working part time while he tries to figure out whether borrowing against his home would put his Social Security benefits at risk. The answer hinges on a distinction most people near retirement age have…
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