It's the middle of the week already, but there's still so much stock action to follow! Join Seana Smith and Brad Smith as ...
Wolfe Research chief economist Stephanie Roth breaks down the economic impact of President-elect Donald Trump's emergency tariff proposals — which could be enacted using the International ...
Key guests include9 a.m. ET - Stephanie Roth, Wolfe Research Chief Economist10 a.m. ET - Ken Mahoney, Mahoney Asset Management CEO10:20 a.m. ET - Cristiano Amon, Qualcomm CEO11 a.m. ET - Nela ...
Key guests include9 a.m. ET - Stephanie Roth, Wolfe Research Chief Economist10 a.m. ET - Ken Mahoney, Mahoney Asset Management CEO10:20 a.m. ET - Cristiano Amon, Qualcomm CEO11 a.m. ET - Nela ...
Economic growth has consistently defied forecasts, overcoming lofty interest rates and uncomfortably high inflation.
“Tariffs are bad for the economy. I am worried about that,” said Stephanie Roth, chief economist at Wolfe Research. However, Roth is assuming Trump won’t impose all the tariffs he has ...
Investing.com -- Wolfe Research downgraded Lam Research Corp (NASDAQ:LRCX) to "Peer Perform" on bearish views on NAND and the stock’s valuation premium over Applied Materials (NASDAQ:AMAT).
Lam Research (NASDAQ:LRCX) was downgraded at Wolfe Research on Wednesday, as the investment firm cited its exposure to NAND memory, for which it has become "incrementally bearish" on. Shares rose ...
Investing.com -- Wolfe Research downgraded AMD (NASDAQ:AMD) to Peer Perform from Outperform in a note Thursday, citing a reduction in expectations for the company's datacenter GPU revenue in 2025.
On Thursday, Wolfe Research's analysts demonstrated confidence in Twilio Inc. (NYSE:TWLO), raising the price target on the company's shares to $155 from $140, while maintaining an Outperform rating.