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5 key trends, 3 secular themes and 10 top software stocks to own for 2025: BofA
Investing.com — Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive...
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Tesla’s role in the increasingly embodied AI world
Investing.com — As artificial intelligence transitions from digital interfaces to physical applications, Tesla Inc (NASDAQ:TSLA) is looking at a rapidly expanding...
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Is the Treasury sell-off over? Capital Economics weighs in
Investing.com – While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue...
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Here’s why JPMorgan says investors should stay underweight emerging market stocks
Investing.com – Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers...
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Are China tariff risks priced in emerging markets?
Investing.com — Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, according to...
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Why you should avoid Ericsson stock in 2025, Bernstein
Investing.com — Telecom equipment supplier Ericsson (ST:ERICb) faces a challenging 2025 as demand uncertainty and competitive pressures cloud its outlook, Bernstein...
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Online Travel industry outlook for 2025: Which stocks to buy
Investing.com — The online travel industry enters 2025 with mixed prospects, with analysts at Barclays (LON:BARC) forecasting a more challenging environment...
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US stock market: Q4 earnings season preview
Investing.com — UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the...
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