Nvidia (NVDA) could be set to gain from growing demand for sovereign AI, Oppenheimer analysts said, after CEO Jensen Huang toured Europe last week and announced new deals and partnerships.
Brian Nagel, Oppenheimer & Co. senior equity research analyst, joins 'Squawk Box' to break down Lululemon's quarterly earnings results.
The Investment Committee reveal their strategy in financials after Goldman Sachs catches a downgrade today.
The M&A bounce investors expected after U.S. President Donald Trump's return to the White House and hopes for light-touch regulation haven't happened, and one brokerage firm on Wednesday downgraded its rating on Wall Street giant Goldman Sachs (GS).
Financial firm Oppenheimer Holdings gets prior hold rating reaffirmed. Rising markets have benefited this firm in 2024, and could continue to do so if 2025 optimistic forecasts materialize. The firm's profit margin is lacking behind key peers, particularly Morgan Stanley, who is also a key competitor.
Brian Nagel, Oppenheimer senior equity research analyst, joins 'Squawk Box' to break down Home Depot's quarterly earnings results.
Owen Lau, Oppenheimer senior analyst, joins 'Squawk Box' to discuss news of Coinbase announcing that the SEC has agreed to dismiss its enforcement case against the company, what it means for the larger crypto community, and more.
Rupesh Parikh, Oppenheimer managing director and senior analyst, joins 'Squawk Box' to break down Walmart's quarterly earnings results.
Colin Rusch, Oppenheimer senior research analyst, joins 'Squawk Box' to discuss Tesla's stock performance, the company's autonomous ambitions, impact of Elon Musk's role in Washington, and more.
Profits are scaling in the advisory and capital markets business thanks to a standout performance on a relatively immature and high growth platform. Latent earnings are considerable for capital markets thanks to added personnel and improving market conditions. AUM and trading activity drives the wealth management business, but appreciation in Oppenheimer shares and generally rising wages prevented profit growth.
Olive Garden, KFC, and Shake Shack look like particularly appetizing investments in 2025, according to Oppenheimer analysts.
It's a new year, and with that, the 2025 S&P 500 forecasts from the big names on Wall Street are in.