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This AI dark horse sector keeps winning. Stick with the trade, analyst says

May 5, 2026 by Mor

The story for this sector is that ‘winners keep winning,’ Wolfe analyst Steve Fleishman said. Investors should continue favoring the winning stocks within the utilities sector, despite the recent cool-off in the rally, according to Wolfe Research. Continue Reading with CNBC-TV18 Access Membership Priority Access and Networking: CNBC-TV18’s flagship events Interaction with CNBC-TV18’s journalists Webinars … Read more

Amazon posted a blowout quarter. Why the Street says this is only the start of the stock’s strong run

May 2, 2026 by Mor

“AMZN is adding the most AI capacity of any company over the next few years, and as the coming wave of Agentic AI products take form, all roads lead to AWS,” one analyst said. Amazon.com posted impressive earnings results Wednesday, and Wall Street is betting that the print only marks the beginning of a much … Read more

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