Deutsche Bank says the introduction of the cloud model has provoked the most disruptive challenges to information technology (IT) hardware stocks since the introduction of the personal computer in 1981.
In a new research note, Jefferies reviewed the 12-month change in revenue growth for the largest 30 companies in the S&P 500.
RBC expects more volatility in utilities, but at least at this point the firm has turned more positive on the group after the first quarter sell-off.
A new research report from Merrill Lynch focusing on the Intel-Altera deal also gives a positive nod to other potential mergers and acquisitions.
A new research report from Deutsche Bank points out that the banks are the last cheap stocks left from the financial crisis.
The analysts at RBC recently released a research report in which they updated the top stocks that have made the U.S. Equity Small Cap Focus List.
A new research report from the analysts at Merrill Lynch includes some timely additions to the firm's SMID-Cap Alpha list.
Deutsche Bank believes oil market supply and demand fundamentals are beginning to tighten, but that this upcycle will be far more subdued.
The slightest uptick in capital spending and the continued need for network and data center expansion should keep these top companies very busy in the coming months and years.
After a week like this past one, most investors are glad to see the market closed for a couple of days so the dust can settle.
We have seen an increase in insider selling since the end of the fourth-quarter earnings reporting season, so this past week's action can hardly be described as panicked.
We received the Jefferies Franchise Picks list, and thought that many of the stock make very good sense for growth investors looking to take profits and shift holdings.
A new report from Deutsche Bank speculates that the semiconductor industry slowdown is not entirely due to the much reported weakness in personal computer sales.
In a new report from RBC, while they think the selling and profit taking in biotechs could go on, they also hold fast that industry fundamentals are still very positive.
If there has been one group stocks that has delivered for investors this year it has been the managed care organizations (MCO) that are the top health care providers in the United States.
In an energy sector that has struggled, the refiners have shined, and Cowen analysts have been spot-on in their assessment of the top stocks.
New reports from the technology team at RBC focus on stocks in storage and networking that could ready to move higher as demand and fundamentals are solid.
Five top picks from among Credit Suisse's plethora of contrarian ideas include Nokia, U.S. Steel and Wal-Mart.
RBC analysts think that the solid pricing picture is positive for some of the top companies in the cloud and storage space.
While Barry Bannister of Stifel is the first to admit this is an aging bull market, he also cites a plethora of reasons while the market can push higher.