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“An aging installed base and GenAI features…should provide a boost to customers' intentions to upgrade,” BofA’s Wamsi Mohan wrote Thursday.
“While TSLA is investing heavily in AI and the tech is making progress, investment is costly, pace of improvement may slow and the payoff is long...
“Is the market down? Or is this the most extreme rotation that we've ever seen out of everything that people have been hiding in?” Bancreek...
Meta's Mark Zuckerberg and Apple's Tim Cook will take part in the star-studded Sun Valley Conference, but Warren Buffett and Elon Musk aren't...
"Fake it till you make it may work in Silicon Valley, but for the rest of us, I think once bitten twice shy may be more appropriate for AI,"...
“I think, a year from now, we [will] have three $4 trillion market cap companies: Nvidia, Apple, Microsoft,” Wedbush tech analyst Dan Ives told...
Keith Gill is under fire for tweeting about GameStop, but one defense attorney says “posting a meme...is not even a fact that can be proven or...
“It’s an ugly scenario” for the lumber market, Sitka Forest Products' Ashley Boeckholt told Fortune. “We’re kind of having a hangover from a...
"For what purpose was Masa Son born? It may sound strange, but I think I was born to realize ASI," SoftBank's CEO said.
“If this grim forecast comes to fruition, it will likely buoy pricing” for insurance, says CFRA Research's Catherine Seifert.
Yellen says Trump’s policies gave tax breaks to wealthy corporations and individuals while increasing the national deficit.
“If Amazon does not see adoption of a paid tier…we think Amazon could cut Alexa investment further to reduce losses,” Bank of America analysts...
“Many countries have these various advantages, but none have the combination—or the entire package—quite like the U.S. does,” RiverFront...
Unlimited Funds' Bob Elliott argues only part of Summers’ forecast seems valid: “Tariffs, at their core, are a regressive tax that is...
Bank of America’s head of U.S. equity and quantitative strategy notes that only four out of 10 bull market peak indicators are flashing warning...
“The entry point is just very, very attractive,” Nuveen's CIO of fixed income Anders Persson told Fortune.
“Where do we see players that are systematically driving these illegal behaviors?” Khan asked at a conference this week.
“The economy is a little too soft to meet equity investors’ expectations of earnings growth, and the economy's a little too strong to meet bond...
While seven Fed officials are projecting one rate cut this year, four see no cuts, and eight see two cuts in a sign of a divided central bank.
ARK Invest estimates nearly 90% of Tesla's revenue will come from one source by 2029: robotaxis.
Fitch Rating's head of U.S. economic research called the CPI report "a delightful appetizer while we await the main course."
The U.S. is 100% reliant on imports for 12 minerals that are key to the production of semiconductors and other high-tech products.
ZipRecruiter’s chief economist sats the latest jobs report “delivers a kind of hazy, mixed picture" that will leave the Fed—and...
Yardeni already sees a 20% chance of a “melt-up” for the stock market, but if Powell “sings a dovish tune," he promised to raise those odds.
Stifel's Barry Bannister fears sticky inflation and higher rates will hurt stocks, while Wells Fargo's Scott Wren ponders if investors should 'sell in...
When meme-stock traders' de facto leader posted a screenshot implying he owns over $100 million of GameStop, Andrew Left immediately shorted the...
“If these similarities do hold, there could be a lot of scope for optimism,” Deutsche Bank’s Henry Allen wrote.
“I've seen a couple of these deals that were rated by a rating agency and, I have to confess, it shocked me what they got rated,” the JPMorgan CEO...
AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.
What’s causing the industry’s merger surge? “The Permian Basin, the Permian Basin, and the Permian Basin,” says one CEO.
Bank of America’s research shows that stocks have managed 25% total returns in the 12 months after a stock split historically, compared to 12% for...
“It's ambiguous to me today, at best, whether a higher [interest] rate helps bring down inflation versus actually contributes to it,” Rieder told...
“Many consumer pocketbooks are still stretched,” Walmart CFO John Rainey told analysts. “We see the effect of that in our business mix.”
Morgan Stanley’s Mike Wilson previously called the $8 trillion market drop in 2022, due to a combination of “fire and ice.”
Mike Cagney admitted that there were cultural "deficiencies" at SoFi when he was CEO—and how it was a wake-up call.
Joshua Easterly, co-CIO and co-president of Sixth Street, said he realized after the GFC in 2009 that private credit was the next big thing.
Downward revisions to March’s inflation data indicate the latest producer price index isn’t as bad as it seems.
Stifel's Bannister expects the S&P 500 to drop 10% by the end of the third quarter because the 'pseudo recession' that helped tame inflation is now...
Americans are on pace to spend half a trillion dollars on online shopping by this summer, and nearly 10% of that will come from Buy Now, Pay Later...
The CEO of Starwood Capital Group believes rate hikes are inflicting unnecessary damage to real estate and regional banks, which are worth saving.
“For those grappling with renewed stagflation fears, this payrolls report supports what Powell said earlier this week about not seeing the...
“It is known at Spirit that if you make too much noise and cause too much trouble, you will be moved,” Joshua Dean once told the Wall Street...
“I was around for stagflation,” the Fed chair reminded observers.
J&J's proposed settlement represents just 7.8% of its $85.2 billion in annual sales for 2023.
There are several reasons for the yen’s underperformance compared to the dollar, but the main one is clear: rising U.S. interest rates.
"I guess just a PSA to investors out there: you only get eventual justice with the SEC, if you even get that," Asana CEO Dustin Moskovitz said.
“This is not like a blip or hype, but really one of the biggest, if not the biggest disruption in the technology industry,” SAP CFO Dominik Asam...
Dimon lauded President Biden's infrastructure spending, but questioned whether some Americans are being left behind in the current economy.
David Donabedian, CIO of CIBS Private Wealth US, warned the spike in core inflation seen in the latest GDP report is a major setback for the economy...
“Safety and quality must and will come above all else,” Boeing CEO David Calhoun wrote in a memo to employees.