Long Ideas

As the holiday shopping season begins to ramp up, the Consumer Discretionary sector is making waves. It is outperforming the broader S&P 500 Index. The sector posted an impressive 11.02% gain in November, significantly outpacing the S&P 500’s 3.42% increase. The Consumer Discretionary Select Sector SPDR ETF (NYSE:XLY) serves as a barometer of companies in […]

The year 2024 may have started slow for fintech stocks, but the sector flipped the script in the second half. JPMorgan's Reginald L. Smith points to a $65 billion leap in the sector's market cap since mid-September, driven by upbeat third-quarter results, rate cuts and post-election tailwinds. As 2025 beckons, Smith envisions improving funding conditions […]

Shares of Gap Inc (NYSE:GAP) were climbing on Monday, a week after the company reported upbeat quarterly earnings. The company reported the fourth straight quarter of revenue growth and seventh consecutive quarters of market share expansion, according to JPMorgan. Analyst Matthew Boss upgraded the rating for from Neutral to Overweight, while raising the price target […]

Nvidia Corp (NASDAQ:NVDA) is rewriting the rules of AI infrastructure with its Blackwell GPUs, driving a major shift toward liquid cooling in data centers. With cooling challenges resolved, Nvidia is set to ramp up production of liquid-cooled GB200 server racks in Q1 2025, marking a pivotal moment for the AI server ecosystem. Liquid Cooling Challenges […]

November was a blockbuster month for U.S.listed Bitcoin (CRYPTO: BTC) miners, with the sector riding Bitcoin's meteoric rise to fresh record highs. JPMorgan analyst Reginald L. Smith noted that Bitcoin rallied to $99,000 before ending the month of November at $97,000, buoyed by a post-election rally. Against this backdrop, miners surged, with the aggregate market […]

The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies. The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better […]

U.S. stocks settled higher on Friday, with the Dow Jones and S&P 500 surging to fresh highs during the shortened trading session. The Dow gained 1.4% last week, while the S&P 500 gained 1.1% on the week. Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have […]

The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies. The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a […]

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. The Dow rose 1.4% this week, lifting its November gain to 7.5%, while the S&P 500 and Nasdaq Composite advanced 1.1%, ending the month up over 5% and 6%, respectively, marking the […]

Veteran investor Mark Mobius has highlighted U.S. tech firms with ties to emerging markets as prime investment opportunities for the upcoming year. What Happened: In an interview with CNBC, Mobius, chairman of the Mobius Emerging Opportunities Fund, emphasized the potential of companies leveraging technology to boost productivity. Mobius pointed out that U.S.-based companies focusing on markets like China and […]