A Goldman Sachs tech specialist thinks one sector of the market looks particularly exciting amid historic stock gains. Peter Callahan, a telecom sector specialist, says in a new interview that US internet stocks have lagged […]
In late May Bitfinex Alpha flagged that the institutional bid was gradually disappearing and that $70,000 for Bitcoin was the next structural floor. The spot Exchange Traded Fund (ETF) tape has now put a number […]
Fundstrat’s Tom Lee thinks 2027 and 2028 could represent a one-in-a-lifetime time period for stock gains. Lee says in a new interview with CNBC that stocks could witness challenges between now and December and encourages […]
Fundstrat technical strategist Mark Newton says the US stock market is poised to broaden beyond semiconductors and memory stocks, warning that tech has gotten “over its skis” after an 18% rally in eight weeks and […]
Hedge fund clients are selling out of semiconductor and equipment stocks even as technology shares climb to record highs, according to Goldman Sachs Prime Services. The semiconductors and related equipment subsector is the most net-sold […]
Fundstrat’s Tom Lee, known for his consistently bullish equity predictions, thinks certain categories of stocks could face a bear market later this year. Lee says in a new CNBC interview that parts of the stock […]
The world’s largest company by market cap is pouring nearly two billion dollars into a high-tech manufacturer whose stock has more than quadrupled in one year. According to a new filing with the U.S. Securities […]
Fundstrat co-founder and managing partner Tom Lee says the broader stock market could face several key challenges over the next few months, even as he remains optimistic on the long-term outlook for artificial intelligence (AI) […]
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