Investing Insights Report

Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.

The de facto closure of the Strait of Hormuz amid the Iran conflict sent oil prices surging, before a dramatic reversal when President Donald Trump said the conflict might end. Stocks fell as oil prices surged amid concerns that rising energy costs could fuel inflation, reducing the odds of near-term interest rate cuts. Companies that stand to benefit from oil supply disruptions include integrated energy giants and companies involved in oil exploration, production, and shipping.

The fourth-quarter earnings season has mostly wrapped up, but a few stragglers are still slated to enter the confessional.

Cruise stocks were among the S&P 500’s biggest decliners since the Middle East conflict, and it’s not just about rising fuel prices

Broadcom and Nvidia are primed to soar with massive artificial intelligence (AI) spending going on. It has been several years since Microsoft’s stock was this cheap.

Elevated Chinese exports lift shares for Alibaba, Temu, and Baidu.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the market reaction to the prospect of a prolonged war in the Middle East. The war in the Middle East sparked fresh turmoil in global markets as oil smashed through $100 a barrel, spurring losses in stocks and bonds.

Opinions on where oil prices are headed from here could be an important decision driver.

Axsome Therapeutics has an exciting late-stage pipeline. Madrigal Pharmaceuticals is looking to dominate a large market with significant unmet needs.

Demand for CoreWeave’s AI-specific cloud has proven insatiable. A partnership with Nvidia could drive Nokia’s long-awaited recovery.