Wolfe Research bullish on SLB and BKR, sees selective oil services cycle ahead Stock Market News 07-08 23:36
Wolfe Research upgrades Chevron to Outperform on strong cash flow outlook Stock Market News 07-02 22:29
Wolfe Research lifts Fox rating, says Roku merger unlocks faster growth Stock Market News 07-01 21:40
AI MEMORY BOOM ADDS TO U.S. INFLATION Wolfe Research says soaring memory chip prices, driven by AI demand, have added about 0.3 percentage points to U.S. core inflation. Rising DRAM and NAND costs are pushing up computer and smartphone prices, with Apple expected to raise prices on several products. Wolfe warns AI is becoming an inflation driver rather than a disinflationary force. *Walter Bloomberg (@DeItaone) / Twitter 06-30 21:36
Wolfe Research stays bullish on equities, sees AI, semiconductors driving H2 gains Stock Market News 06-28 19:14