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The Latest Breaking News from Wolfe Research

J.B. Hunt Highlights Intermodal Share Gains, Pricing Upside at Wolfe Conference

J.B. Hunt Transport Services (NASDAQ:JBHT) executives said intermodal demand remains “pretty good,” with volume gains driven more by company-specific share wins than by a broadly robust freight market, during a Wolfe Research conference session moderated by Scott Group, managing director and senior

C.H. Robinson Worldwide Sees Freight Broker Shakeout, Downplays Insurance Hit

C.H. Robinson Worldwide (NASDAQ:CHRW) executives said the freight brokerage industry could see accelerated consolidation following the Montgomery ruling, while emphasizing that the company does not expect a material financial hit from higher insurance costs. Speaking at the Wolfe Research conferenc

Walmart Stock: Here’s Why Analysts Are Raising Price Targets Before Q1 Earnings.

Walmart Stock: Here’s Why Analysts Are Raising Price Targets Before Q1 Earnings.

Wall Street view on Walmart is an “all-weather” growth compounder.

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US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloff

US stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while the S&P 500 and Nasdaq slid deeper into negative territory as technology and AI-linked stocks faced heavy selling pressure. A perfect storm of soaring Treasury yields,…

The Economic Times

Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down

Nvidia stock is back near record highs. Wolfe Research doubled down on its bullish AI thesis, arguing hyperscalers “have no choice but to spend” amid accelerating agentic AI demand.

Nebius Stock Could Be a Buy in May as the Company Makes a Big Bet on U.S. Expansion

Nebius agreed to acquired Eigen AI to expand its U.S presence and aid its Token Factory.

Anthropic Could Trigger a ‘Machine Speed Cyberwar.’ Buy CrowdStrike Stock to Profit.

Wolfe Research has upgraded CrowdStrike and sees it as an AI beneficiary.

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Why Nvidia Could Be One of the Best Stocks to Buy if Trump Does Strike a Deal With Iran

Why Nvidia Could Be One of the Best Stocks to Buy if Trump Does Strike a Deal With Iran

Amid growing hopes of a U.S.-Iran deal, Wolfe Research sees investors rotating back to mega-cap and AI names, with NVIDIA emerging as a key beneficiary.

Down Almost 20%, Should You Buy the Ugly Dip in Ciena Stock?

Down Almost 20%, Should You Buy the Ugly Dip in Ciena Stock?

Ciena shares tanked yesterday as full-year guidance overshadowed strong Q1 earnings. But is it worth buying the dip in CIEN shares?

Down 33% YTD, Should You Buy the Dip in Robinhood Stock in February 2026?

Down 33% YTD, Should You Buy the Dip in Robinhood Stock in February 2026?

Between a new CFO, a $100 million‑run‑rate prediction exchange acquisition that already processes roughly a third of U.S. retail contracts, and upgrades like Wolfe Research’s $125 target, HOOD offers hefty upside if earnings keep compounding.

1 Picks-and-Shovels Stock to Buy to Bet on Supercharged AI Chips

1 Picks-and-Shovels Stock to Buy to Bet on Supercharged AI Chips

Cadence's new AI agent is likely to significantly speed up the process of developing AI chips. Here's what this means for CDNS stock.

Is This Blue-Chip Icon the Best Cheap Stock You Can Buy for 2026?

Is This Blue-Chip Icon the Best Cheap Stock You Can Buy for 2026?

Wolfe Research says Disney is too cheap here.

The Vertiv Pullback: Ignore the Noise, Buy the Data

The Vertiv Pullback: Ignore the Noise, Buy the Data

Vertiv remains a primary beneficiary of the artificial intelligence boom as major technology firms accelerate capital spending on physical infrastructure.

This ‘Strong Buy’ Dividend Stock Looks Set to Raise Payouts. Should You Buy Shares Now?

This ‘Strong Buy’ Dividend Stock Looks Set to Raise Payouts. Should You Buy Shares Now?

Nexstar Media Group touts proven factors like solid free cash flow, a major acquisiton, and consistent payouts, with possible stronger ones to come. Does that mean it’s a buy now?

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Apple To Rally More Than 28%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Chubb Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

2 Stocks That Could Rocket on a Fed Rate Cut

Zillow and CoStar are both primed to benefit from a fresh easing cycle, with strong momentum and bullish analyst support already in place.

This Alnylam Pharmaceuticals Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

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As Tesla Launches Ride-Hailing in San Francisco, How Should You Play TSLA Stock Here?

Tesla launches ride-hailing service in the San Francisco Bay Area. Wolfe Research reiterates its “peer perform” rating on TSLA shares.

This Centene Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Stocks Settled Mixed as Higher Bond Yields Weigh on Sentiment

The S&P 500 Index ($SPX ) (SPY ) Tuesday closed down -0.11%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.89%. September E-mini S&P futures (ESU25 ) are down -0.12%, and September E-mini Nasdaq futures...

Stocks Pressured as Bond Yields Climb on Strong US Economic News

The S&P 500 Index ($SPX ) (SPY ) today is down -0.28%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. September E-mini S&P futures (ESU25 ) are down -0.28%, and September E-mini Nasdaq futures...

Stocks See Pressure as Reconciliation Bill Inches through Congress

The S&P 500 Index ($SPX ) (SPY ) today is down -0.22%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.28%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.38%. September E-mini S&P futures (ESU25 ) are down -0.24%, and September E-mini Nasdaq futures...

International Business Times

US Fed's Preferred Inflation Gauge Shows Some Cause For Concern

The US Federal Reserve's preferred inflation measure was largely unchanged last month, according to government data published Friday, but a widely scrutinized gauge of underlying price pressures rose.

Match Group CEO admits dating apps feel too much like 'a numbers game' so he's asking employees for 'unvarnished feedback' on how to improve Hinge and Tinder

Spencer Rascoff said too many people have a “false impression that we prioritize metrics over experience.”

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