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Nvidia lifted to Buy at D.A. Davidson amid 'overwhelming growth' in compute demand
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AI enthusiasm will likely take S&P 500 above 7000 in 2026: strategist
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BofA cuts UPS, FedEx ratings, citing de minimis volume and cost pressures
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Oracle's cloud growth forecast 'rarely seen at this scale': Bernstein
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Apple downgraded by DA Davidson, says 'defense is not enough'
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Gold should be 10-15% of portfolio, says Ray Dalio
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Morgan Stanley adds Amazon.com as Top Pick
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AI NAND chip market seen growing to $29 bn by 2029, Morgan Stanley says
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Conservative commentator Charlie Kirk shot and killed at Utah event
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US Treasury sells $39B 10-year notes at lower-than-expected yield as demand climbs
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Why BMW shares were pressured this week
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Clearlake not bidding for activist target BILL despite sly stake - sources
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Lower rates are good for Rocket Companies, BofA analysts say
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BofA revises auto industry sales and production forecasts lower
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Morgan Stanley upgrades nCino on pricing shift, AI push and growth outlook
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777X the overlooked FCF catalyst in Boeing portfolio: Wolfe
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BofA sees limited upside on BorgWarner, Lear as it downgrades auto suppliers
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BofA sees limited upside on BorgWarner, Lear as it downgrades auto suppliers
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The Trade Desk stock falls after Amazon-Netflix ad partnership
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Morgan Stanley: Meta's $600bn U.S. investment is already factored into forecasts
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Amazon stock falls amid Oracle’s AI market share gains
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Morgan Stanley lists top value stocks to own for 2026
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Tariff-driven PC pull-ins pose risk to HP Inc’s 2026 outlook
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Trump criticizes Fed Chair Powell after benign PPI data
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Analysts split on Apple's iPhone 17 launch as 'Air' takes center stage
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Barclays hikes S&P 500 forecasts on AI-led earnings strength
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U.S. producer prices unexpectedly fall by 0.1% in August
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’Music stops when AI capex stops. Enjoy the party’: Wells Fargo
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Bernstein lowers U.S. telecom stock targets on rising competition
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Why benchmark revision matters for FOMC
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Nike shares lifted to Buy as TD Cowen highlights cyclical recovery
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Wells Fargo: Fed to deliver 5 rate cuts through mid-2026
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'Key AI enabler': BofA upgrades Oracle to Buy after exceptional Q1 print
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Ellison nets $70B+ in one day to rival Musk as world's richest person
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Meta’s TBD Lab has a ’few dozens’ of researchers, CFO says
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Apple unveils 'aggressive change' with iPhone 17 lineup and the all-new iPhone Air
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Restaurant promotions to intensify as consumer spending weakens
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This name is ’a winner in athletic retail’: analyst
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CVS defended by Raymond James after stock drop
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Apollo’s Slok: ’no alpha left’ as IPOs grow long in the tooth
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Fed is choking off growth with high rates, says Treasury Secretary
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Jefferies backs IQVIA and Charles River, cuts ICON on customer losses
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Boeing delivers 57 jets in August, highest since 2018
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KeyBanc sees more gains for chip stocks in 2025
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Stifel: Market misreads NCLH capital moves, buy the dip
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Lithium stocks tumble after report of CATL mine resuming production
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HSBC sees medium-term opportunities for share buyback at NVIDIA
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Wells Fargo CFO says U.S. consumers spending more, credit in good shape
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Apple iPhone17: Could Google be the real winner?
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Thomson Reuters’ AI fears misplaced, says Wells Fargo as it upgrades stock

