ThinkstockMore and more Americans are storing their music, video, pictures and data in the cloud through various public cloud providers. For many of the companies that provide this service, it is not their core…
ThinkstockMany Wall Street analysts and strategists are forecasting a rise in corporate earnings for the rest of the year and throughout 2014. That is music to the ears of stock investors. Rising earnings can…
ThinkstockBig data is starting to dominate how big business is done. Major corporations around the world are extracting everything from consumers’ changing tastes to spending habits. The companies that can supply big data analytics…
ThinkstockThe need for speed, whether wireline or wireless, continues to drive the direction of most of the top companies in the Robert Baird Communication Services and Technology coverage universe. The quality of network marketing…
While the past two years were all about getting the house back in order, the UBS equity strategy team thinks 2014 is all about earnings growth. That should be sweet music to the ears…
ThinkstockThe Piper Jaffray consumer research team was given some help from the technology research team and has laid out an initial holiday road map for investors in a new research report. They highlight what…
ThinkstockWith the third-quarter earnings season nearing a close, the MLP analysts at Deutsche Bank have released a new research report tabulating the data. In the report they summarize some of the significant trends shown…
ThinkstockThe price of spot gold has been hammered over the past year. The top American gold producers have gone through waves of restructuring and cost cutting in an effort to squeeze out profits as…
ThinkstockFor the most part, earnings from the big technology companies came in at or above Wall Street expectations. Some clear trends have started to emerge as mega cap tech stocks that focus on the…
ThinkstockWorldwide sales of semiconductors climbed to a record $80.92 billion in the third quarter of 2013, up 8.4% from $74.64 billion in the prior quarter, according to the Semiconductor Industry Association (SIA). Chip sales…
ThinkstockThe administration has basically admitted that the rollout and launch of the Affordable Care Act, or Obamacare, has been nothing short of a disaster so far. The website was never prepared to handle the…
Courtesy Ford Motor Co.This year has been a tough one for value investors. The rage has been growth stocks, especially the momentum names, and the more conservative value names have been left behind. After…
ThinkstockThe UBS proprietary institutional flow data indicates that hedge funds are increasing exposure to financials and decreasing exposure to health care. Given that health care has outperformed significantly year to date, hedge funds that…
ThinkstockFor most of the past decade, gold was the place to be. A disastrous housing market collapse, terror attacks in the United States and a host of additional geopolitical issues pushed the price up…
The Alpha Preference list of stocks to buy at UBS is comprised of companies that are the most preferred stocks to buy within the 41 major sectors that the firm covers. These are stocks…
ThinkstockWith a stock market that has posted a 23% gain on the S&P 500 Index so far in 2013, the Prime Brokerage team at Credit Suisse is starting to see some interesting changes in…
We like to keep a close eye on the focus lists and conviction lists of the major firms that we cover on Wall Street. Typically stocks that are added and removed from these lists…
Courtesy Boeing Co.The third-quarter earnings season has been a very successful one. Most companies have beaten earnings expectations this quarter, continuing a long streak of better-than-expected earnings reports. The U.S. equity research team at…
ThinkstockHistory shows that years following sub-2% GDP growth tend to be good for stocks, but near-term exuberance, with investors focusing again on momentum stocks, could signal a pause after the big rally from October 9.…
Electronic Arts Inc.The excitement around the staggering dollars that hot new video releases bring in is soon to be joined by hot new video gaming platforms. Rumors have circulated around the devices, where the…