GENNIEFY
Market News
Latest financial news and analysis from global markets
AEP
CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
GOOGL
CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
NVDA
CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'
<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. </p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>
CRM
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which represents 26% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.
SHOP
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which represents 26% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.
ADBE
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which represents 26% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.
MRK
How The Merck (MRK) Investment Story Is Shifting With Terns Deal And Oncology Updates
Merck’s analyst fair value estimate has shifted from US$124.88 to US$129.74 per share, providing an updated reference point for where some on the Street think the stock should trade. That change comes alongside recent research on the Terns deal, oncology pipeline updates, and fresh coverage initiations. Together, these developments help frame how analysts are weighing growth potential against execution and competitive risks. As you read on, you will see what is driving this evolving story and...
NVDA
Nvidia’s Huang expects China to open market for US AI chips
Investing.com -- Nvidia Corp. Chief Executive Officer Jensen Huang said Monday he expects Chinese authorities will allow the import of artificial intelligence chips from the US.
XAU/USD
Exxon Mobil (XOM) Valuation Check As Legal Win And Strong Q1 Meet Rising Crude Prices
Exxon Mobil (XOM) is back in focus after a Texas jury cleared the company of investor fraud claims, as crude prices climbed on Middle East tensions and analysts reacted to a strong first quarter. See our latest analysis for Exxon Mobil. At a share price of $157.92, Exxon Mobil has a 1-day share price return of 3.36%, a 30-day share price return of 7.84%, and a year to date share price return of 28.76%. The 1-year total shareholder return of 53.05% points to strong momentum that recent legal...
BTCUSDT
Sector Update: Financial Stocks Rise Monday
Financial stocks advanced Monday with the NYSE Financial Index rising 1.1% and the State Street Fina
AAPL
Is It Too Late To Consider Apple (AAPL) After Its 44% One Year Rally?
Wondering if Apple stock still offers fair value after its strong run, or if you might be paying too much for future expectations? At a last close of US$300.23, Apple has posted returns of 2.6% over the past week, 11.1% over the past month, 10.8% year to date and 44.4% over the past year. This gives you a clear sense of how sentiment has translated into recent performance. Recent headlines have focused on Apple as a core tech stock, keeping it in the spotlight for investors tracking large,...
TSLA
Why Tesla stock is falling: SpaceX IPO threatens the ’Muskonomy’ premium
Investing.com -- Tesla Inc (NASDAQ:TSLA) fell 3% Monday as the SpaceX initial public offering sparked concerns among Wall Street analysts about competition for investor capital and management attention.