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 TSM named new top pick at Morgan Stanley on AI demand

TSM named new top pick at Morgan Stanley on AI demand

May 02, 2025 05:45 AM AEST | By Investing

Investing.com -- Morgan Stanley moved Taiwan Semiconductor Manufacturing back to a top pick, citing strong AI-driven capital spending from major tech...

 TSX slightly up amid chaotic earnings season and key data influx

TSX slightly up amid chaotic earnings season and key data influx

May 02, 2025 04:09 AM AEST | By Investing

Underpinning investment sentiment in Canada was cautious during a chaotic earnings season and amid uncertainty fueled by U.S. President Donald Trump’s...

 CoreWeave shares jump as hyperscalers boosts AI spend

CoreWeave shares jump as hyperscalers boosts AI spend

May 02, 2025 03:35 AM AEST | By Investing

Investing.com -- Shares of CoreWeave Inc (NASDAQ:CRWV) gained sharply Thursday after capex and datacenter updates from hyperscalers and larger custome...

 Walmart’s Flipkart unit key due to growth potential, Morgan Stanley says

Walmart’s Flipkart unit key due to growth potential, Morgan Stanley...

May 02, 2025 03:29 AM AEST | By Investing

Investing.com -- In a note to clients Thursday, Morgan Stanley (NYSE:MS) highlighted Flipkart, Walmart (NYSE:WMT)’s e-commerce platform in India, as a...

 William Blair ’not surprised’ by Olo takeover rumors, highlights 4 possible buyers

William Blair ’not surprised’ by Olo takeover rumors, highlights 4 p...

May 02, 2025 02:39 AM AEST | By Investing

Investing.com -- Shares of Olo Inc (NYSE:OLO) gained 11.6% Thursday following reports from Bloomberg News Wednesday afternoon that the company is expl...

 HSBC cuts UPS rating as ’tariffs overshadow self-help’

HSBC cuts UPS rating as ’tariffs overshadow self-help’

May 02, 2025 02:21 AM AEST | By Investing

Investing.com -- HSBC has downgraded United Parcel Service (NYSE:UPS) to Hold from Buy and slashed its price target to $105 from $140 per share.

 Western Digital is now a Buy at JPMorgan following its latest earnings release

Western Digital is now a Buy at JPMorgan following its latest earnin...

May 02, 2025 01:43 AM AEST | By Investing

Investing.com -- JPMorgan moved Western Digital (NASDAQ:WDC) to an Overweight rating from Not Rated and set a December 2025 price target of $57 per sh...

 Caterpillar raised at Baird as negative catalysts now baked into expectations

Caterpillar raised at Baird as negative catalysts now baked into exp...

May 02, 2025 01:17 AM AEST | By Investing

Investing.com -- Baird upgraded Caterpillar (NYSE:CAT) to Neutral from Underperform on Thursday, raising its price target for the stock to $309 from $...

 Bernstein’s deep dive looks for winners in future tech and industries

Bernstein’s deep dive looks for winners in future tech and industrie...

May 02, 2025 12:20 AM AEST | By Investing

Investing.com -- In a new deep dive into emerging technologies, Bernstein outlined its vision for where the next wave of industrial and investment gro...

 U.S. Steel gains as Dan Loeb’s Third Point takes stakes on merger hopes

U.S. Steel gains as Dan Loeb’s Third Point takes stakes on merger ho...

May 02, 2025 12:19 AM AEST | By Investing

Investing.com -- U.S. Steel Corporation (NYSE:X) gained in early trading Thursday following reports that Dan Loeb’s Third Point LLC hedge fund has acc...

 Kohl’s CEO fired for cause, board installs interim Chief amid sales slump

Kohl’s CEO fired for cause, board installs interim Chief amid sales...

May 02, 2025 12:17 AM AEST | By Investing

Investing.com -- Kohl’s Corp. announced Wednesday it has terminated CEO Ashley Buchanan for cause following a board-led investigation into undisclosed...

 These are the top 10 April stock purchases on Robinhood U.K.

These are the top 10 April stock purchases on Robinhood U.K.

May 02, 2025 12:11 AM AEST | By Investing

Investing.com -- In a month where investors in the U.K. continued to show strong appetite for technology and innovation-focused companies, Robinhood U...

 NVIDIA stock up as Meta boosts AI capex, Microsoft datacenter demand not slowing

NVIDIA stock up as Meta boosts AI capex, Microsoft datacenter demand...

May 02, 2025 12:05 AM AEST | By Investing

Investing.com -- Shares of AI giant NVIDIA Corporation (NASDAQ:NVDA) gained 4.6% before the opening bell Thursday after hyperscaler Meta Platforms Inc...

 TSX futures point down during chaotic earnings season and key data influx

TSX futures point down during chaotic earnings season and key data i...

May 01, 2025 11:57 PM AEST | By Investing

Underpinning investment sentiment in Canada was cautious during a chaotic earnings season and amid uncertainty fueled by U.S. President Donald Trump’s...

 Tariff talks progress, news expected by day’s end: Hassett

Tariff talks progress, news expected by day’s end: Hassett

May 01, 2025 11:35 PM AEST | By Investing

Investing.com -- Kevin Hassett, Director of the National Economic Council, expressed optimism regarding ongoing tariff discussions, stating that the T...

 Truist upgrades ServiceNow to Buy on platform advantage, leading AI position

Truist upgrades ServiceNow to Buy on platform advantage, leading AI...

May 01, 2025 11:05 PM AEST | By Investing

Investing.com -- Truist analysts lifted their rating on ServiceNow (NYSE:NOW) shares to Buy from Hold on Thursday as they expect the company to “conti...

 GM lowers forecast, says tariff impact could reach $5 billion

GM lowers forecast, says tariff impact could reach $5 billion

May 01, 2025 09:31 PM AEST | By Investing

Investing.com -- General Motors Company (NYSE:GM) said today that its exposure to tariffs could potentially reach $5 billion.

 NVIDIA CEO Jensen Huang discusses U.S. chip investment at White House event

NVIDIA CEO Jensen Huang discusses U.S. chip investment at White Hous...

May 01, 2025 09:09 AM AEST | By Investing

Investing.com -- NVIDIA (NASDAQ:NVDA) CEO Jensen Huang discussed the company’s recently announced $500 billion agreement to manufacture the most advan...

 Olo mulls potential sale amid takeover interest - Bloomberg

Olo mulls potential sale amid takeover interest - Bloomberg

May 01, 2025 09:01 AM AEST | By Investing

Investing.com -- Restaurant software provider, Olo Inc., is reportedly considering a potential sale following interest from potential buyers, Bloomber...

 NVIDIA stock gains as Meta boosts AI capex... again

NVIDIA stock gains as Meta boosts AI capex... again

May 01, 2025 07:21 AM AEST | By Investing

Investing.com -- Shares of AI giant NVIDIA Corporation (NASDAQ:NVDA) gained 1.8% in after-hours trading Wednesday after hyperscaler Meta Platforms Inc...

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