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macro

Salesforce Gains After Bank of America Raises Stock Rating

Bank of America raised Salesforce to buy from underperform and lifted its target to $285 from $160, citing its AI strategy and strong free cash flow.

SalesforceDow Jones Industrial AverageS&P 500Nasdaq Composite
macro

Analyst sees chip and networking winners from Google's spending

Melius Research expects Alphabet's AI-infrastructure spending to surge in 2027, highlighting Broadcom, Marvell Technology and Arista Networks.

Alphabet (GOOGL)Alphabet (GOOG)Broadcom (AVGO)Marvell Technology (MRVL)Arista Networks (ANET)
macro

Top S&P 500 performers gain more than 2,000% from 2022 low

The S&P 500’s bull market has lasted four years since October 12, 2022. Its 10 best performers gained between 1,426% and 2,144%.

S&P 500Vertiv HoldingsNvidiaMicron TechnologyDell TechnologiesWestern Digital
macro

U.S. Banks Enter Earnings Season With Investors Raising the Bar

U.S. banks begin third-quarter reporting with solid fundamentals, but investors want proof that loan growth, margins and profitable earnings can last into 2027.

KBW Nasdaq Bank IndexJPMorgan ChaseWells FargoGoldman SachsCitigroupBank of America