Analysis

Investing.com -- Citi said Tuesday it has begun research coverage on 19 companies within the Transportation and Logistics industry, highlighting the sector's recent struggles but also identifying a potential upside for investors.

Investing.com -- BMO Capital analysts believe Google (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) are the top ad stocks heading into the fourth quarter of 2024 and 2025, citing their scale and advanced AI tools as key drivers. 

A Bernstein analyst recently raised the company's price target on RTX (NYSE: RTX) stock to $120 from $115 and maintained a "market perform" rating. The analyst notes that the aerospace and defense stock has had a strong run recently in line with the defense sector.

Investing.com – U.S. equities were higher at the close on Wednesday, as gains in the Consumer Services, Healthcare and Industrials sectors propelled shares higher.

Jefferies analysts initiated research coverage on Reddit Inc (NYSE:RDDT) stock with a Buy rating and a price target of $90, which implies over 27% upside from the last closing price.

Infosys today announced an expansion of its collaboration with Microsoft to help accelerate customer adoption of generative AI and Microsoft Azure, globally.

Shares of Affirm Holdings (NASDAQ:AFRM) rose 3.4% in pre-market trading on Wednesday after Morgan Stanley (NYSE:MS) upgraded their rating on the stock, signaling renewed optimism around the company’s future prospects. 

Tencent (OTC: TCEHY) stock is sinking in Tuesday's trading. The Chinese technology and media giant's share price was down 8.4% as of 2:45 p.m. ET, according to data from S&P Global Market Intelligence.

Most investors are aware of the vast sales potential for the effective new weight loss treatments known as GLP-1 drugs, and the market for them is still relatively quite young. On Tuesday, the Congressional Budget Office (CBO) put a number on one piece of that market's potential.

The company's shares ticked nearly 3% higher on the day, thanks to a report of a potentially major tie-up in the artificial intelligence (AI) field with a top tech sector peer. That rise topped the nearly 1% gain of the S&P 500 index on the day.

Investing.com -- Three major investment firms started research coverage of MBX Biosciences stock on Tuesday, each assigning a Buy rating to the biotechnology company.

Investing.com – U.S. equities were higher at the close on Tuesday, as gains in the Technology, Consumer Services and Telecoms sectors propelled shares higher.

Nvidia regained its footing early last month and has rallied more than 29% in the roughly four weeks since.

After downgrading Amazon this week, Wells Fargo (NYSE:WFC) said it is increasing its Microsoft position, recommending investors focus on the tech giant as part of its "Signature Picks" portfolio.

Nvidia's incredible rise has been tied to the artificial intelligence (AI) arms race.

TradingKey - S&P 500 earnings estimates for Q3 2024 have declined but are still expected to show year-over-year growth for the fifth consecutive quarter. Analysts also expect double-digit growth starting in Q4.

Investing.com -- JPMorgan analysts downgraded Mobileye to Underweight from Neutral, citing concerns over the company's SuperVision product and its growth outlook.

Investing.com – U.S. equities were lower at the close on Monday, as losses in the Utilities, Consumer Services and Consumer Goods sectors propelled shares lower.

In the simplest terms possible, Palantir is a problem-solving company. Every day, the world produces an incalculable amount of data. This data can be a powerful asset, particularly to the organizations that produce it, but its sheer volume often makes it difficult to parse and understand.

As signs emerge that demand for GLP-1 drugs is stronger than expected, many are fearing the worst for packaged-food companies, but Bernstein believes that some companies are likely to fare better than others as patients on these weight-loss drugs shift appetite in favor of more protein-based foods.