Published: Feb. 12, 2026 at 10:54 a.m. ET A broad investment strategy encompassing infrastructure across developed markets…
Analysts' Comments/Recommendations
Morgan Stanley just poured through 3,600 stocks and says these are the best opportunities from the AI shakeout
Morgan Stanley strategists offer criteria on how to find the AI winners, saying the market is…
Nvidia’s Jensen Huang loves this software maker that just issued a crippling profit warning
Dassault Systemes, a software company that Nvidia’s Jensen Huang says is at the center of the…
Workday’s stock falls as CEO change sounds like ‘really bad news’ to this analyst
Investor sentiment toward software stocks is low, and now Workday is replacing a CEO who was…
Last week’s AI selloff isn’t a major warning sign for markets, Barclays says
Last week’s meltdown in risk assets doesn’t represent an inflection point for the stock market overall…
Amazon’s stock drops as investors question whether $200 billion can buy an AI edge
Published: Feb. 6, 2026 at 9:10 a.m. ET Amazon.com may risk losing its edge, some analysts say,…
Two-decade high for Bank of America’s ‘bull and bear’ indicator points to stock-market peak, strategist says
Main St vs Wall St, Detroit vs Davos are some of the themes explored in Michael…
Why Alphabet’s stock is falling despite booming cloud growth
Published: Feb. 5, 2026 at 11:41 a.m. ET Even with monster cloud-revenue growth of 48%, Alphabet hasn’t…
This quantum stock is falling, as the path to success looks very expensive
Published: Feb. 12, 2026 at 11:04 a.m. ET Quantum companies have enjoyed a surge of popularity among…