Small caps are finally getting their moment in the sun. Here’s why managers think the rally can last
Small caps have underperformed for roughly the past decade, but they have typically done better historically. Source link
Read More
wall street
Berkshire Hathaway dumps $2.3 billion of Bank of America shares in a 6-day sale
Warren Buffett's holding company sold more Bank of America shares this week, reducing its holding across six consecutive trading days.
Read More
BofA Securities’ Savita Subramanian says there’s opportunity in this corner of the market that isn’t getting attention
The firm's head of U.S. equity and quantitative strategy favors what she calls "old school capex" stocks that have yet
Read More
Tesla reports earnings after the bell. Here’s what Wall Street has to say
The electric vehicle maker posted better-than-expected second-quarter delivery numbers, but delay in its Robotaxi drove shares lower in July. Source
Read More
Biden dropping out adds more uncertainty to markets. What investors are saying
Despite this weekend's events, some on the Street still think that a "Red Wave" remains the most likely scenario Source
Read More
Warren Buffett’s Berkshire trims Bank of America stake for the first time since 2019 after strong rally
Berkshire Hathaway trimmed its gigantic Bank of America holding for the first time in four and a half years following
Read More
‘Just buying, buying, buying’: What the recent small-cap boom suggests about the appetite for risk
The money flow into small caps may not be a rotation from winning growth trades. Source link
Read More
Morgan Stanley says there’s an AI opportunity investors are missing — and this chip stock is top way to play
Arm Holdings could be a fundamental player in the rise of edge AI, according to Morgan Stanley. Source link
Read More
S&P 500 has upside to 6,150 as summer rally ‘is getting healthier,’ says Bank of America
The broadening market rally gives room for the S&P 500 to rise to as high as 6,150, according to Bank
Read More