The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Keefe Bruyette upgraded Bain Capital Specialty Finance (BCSF) to Outperform from Market Perform with an unchanged price target of $16. The firm says Bain's share performance provides an attractive entry point.JPMorgan upgraded Paccar (PCAR) to Overweight from Neutral with a price target of $133, up from $108. Foll ...

市场整体表现与驱动因素 - 市场出现“圣诞老人行情”的迹象 道琼斯指数上涨66点 纳斯达克指数上涨1.38% [1][2] - 市场驱动力从科技股转向消费股 因科技股近期表现疲软 而消费者支出相关板块表现强劲 [2] - 市场广度在过去几个月显著扩大 金融、汽车和零售等多个板块接力上涨 表明市场可以不依赖科技股而实现上涨 [16][22] 消费板块与宏观经济 - 核心消费者价格指数(CPI)降至4年低点 显示通胀可能已经见顶并开始下降 [8][9] - 多种商品价格下降 包括汽油价格大幅下降 二手车价格下降高个位数百分比 部分房屋平均售价甚至低于2019年水平 [9][10] - 通胀放缓增强了消费者信心 美联储的降息预期进一步提振了消费支出前景 推动众多消费股自上周美联储会议以来大涨 [10][11][17] - 零售板块表现突出 达登餐厅(Olive Garden母公司)上涨近2% 德州路屋上涨1.6% 威廉姆斯-索诺玛上涨2% 塔吉特上涨46% 科尔士上涨1% [12] 科技与人工智能领域 - 2025年大部分时间 科技股由英伟达引领 苹果、微软、Meta、特斯拉和Alphabet跟随 推动了市场上涨 [4] - 市场对科技股无限资本支出的观点开始出现质疑 甲骨文通过债券市场筹集了180亿美元 但市场担忧其可能无法为大规模数据中心建设提供充足资金 导致其信用违约互换(CDS)被大量买入 [5][6] - 根据《华尔街日报》报道 OpenAI正试图以8300亿美元的估值筹集1000亿美元 若成功 将支持其继续积极建设数据中心 并可能利好英伟达和博通等股票 [6][7] - 人工智能相关的交易估值变得难以捉摸 导致华尔街兴趣暂时转移 [7] 金融与工业板块 - 金融股近期表现强劲 花旗集团年内上涨60% 高盛上涨53% 摩根大通上涨31% [16] - 汽车板块持续走强 福特汽车上涨35% 通用汽车上涨52% [16] - 波音公司被认为已经触底 新任首席执行官凯利·奥特伯格的工作得到认可 公司上一季度业绩表现强劲 [21] 公司特定动态 - 沃尔玛通过保持低价成功应对通胀 表现优于其他零售商 [3] - 亚马逊不仅依靠亚马逊云服务 其电子商务网站也是重要的增长动力 [13] - Alphabet旗下拥有YouTube和Wimo 同样是消费增长的受益者 [13] - 苹果可能受到美光科技内存价格上涨的负面影响 但更富裕的消费者可能购买更多手机 [13] - 耐克近期表现不佳 部分原因可能与中国市场有关 [11]

Heico Corporation (HEI) reported $1.21 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 19.3%. EPS of $1.33 for the same period compares to $0.99 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +4.99%. The company delivered an EPS surprise of +10.83%, with the consensus EPS estimate being $1.20.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters which now are going to the closing bell and stocks are rising here as investors digest the easing inflation pressures from the latest reading on consumer prices. Let's welcome now Jared Blickery joining us to break down the headlines.Jared, what are you seeing in the markets. >> Thank you Josh. We got a pop off of that 8:30 a.m. CPI release and we're still holding on to gains barely in the Dow up 62 points as you wer ...

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the State Street SPDR S&P Aerospace & Defense ETF (XAR) , a passively managed exchange traded fund launched on September 28, 2011.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs are also fu ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : The S & P 500 is on track for its fourth consecutive losing session, with Nasdaq-listed companies leading the market lower amid growing concerns about overspending on artificial intelligence infrastructure. The wheels came off the AI infrastructure trade once again on uncertainty over who is backing one of Oracle 's giant ...

In the current market session, Northrop Grumman Inc. (NYSE:NOC) stock price is at $560.88, after a 1.38% decrease. However, over the past month, the company's stock spiked by 0.64%, and in the past year, by 21.72%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. How Does Northrop Grumman P/E Compare to Other Companies?The P/E ratio is used by long-term shareholders to assess the company's market performance ...

1. MSOX – AdvisorShares MSOS Daily Leveraged ETF MSOX, which seeks to achieve 2x the total daily return of the AdvisorShares Pure US Cannabis ETF (MSOS) through swap agreements, topped the list with a ~94% weekly return. The cannabis industry gained last week on the anticipation of a major policy change. President Trump's potential executive order to reclassify marijuana as a less dangerous substance sent cannabis shares soaring last week. The order is reportedly expected this week. 5. NUGT – Direxion Daily ...

The State Street Industrial Select Sector SPDR ETF (XLI) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Industrials - Broad segment of the equity market.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to gain low ri ...

近年来，在习近平新时代中国特色社会主义思想指引下，在市委、市政府的坚强领导下，房山区始终以新时代首 都发展为统领，坚持"志存高远、厚积薄发"，充分发挥科教资源聚集、人文资源多样、生态资源丰富、基层治理 创新"四大优势"，以创新强动能、以智造筑根基、以生态厚本底、以文化赋新韵、以惠民增福祉，全力推进"科教 融合文化名区、新质智造产业新城"建设，交出一份高质量发展的亮丽答卷。 聚焦教育科技人才一体发展 全力打造产教融合的创新之城 房山区始终践行"科技是第一生产力、人才是第一资源、创新是第一动力"，全面激活良乡大学城创新活力，促进 科教优势向发展动能加速转化。 持续构建"高校集群、领军人才、科研平台"相协同的创新矩阵，科教创新资源要素进一步聚合。今年，随着北京 工业大学房山新校区落地开工、北京石油化工学院房山校区正式招生，良乡大学城进一步扩容，在校师生规模从 2021年的4.6万人扩容至6.3万人，累计汇聚行业领军人才549人次，人才储备总量稳步提升。集聚省部级以上驻区 实验室、工程中心153家，即将开工建设北京理工大学创新平台集群，科研资源"积厚成势"，为科技创新提供了坚 实的智力支撑和要素保障。 聚焦科技成果转 ...