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YOU WONT BELIEVE: Jefferies - What They Never Told You

China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

Dow Dives 739 Points as Oil Prices Spike: Stock Market Today

Dow Dives 739 Points as Oil Prices Spike: Stock Market Today

Surging oil prices sparked another volatile session for stocks on Thursday – and exacerbated worries of rising inflation.

Why Jefferies Says Microsoft Stock Looks Cheap Despite AI Growth

Why Jefferies Says Microsoft Stock Looks Cheap Despite AI Growth

Microsoft’s AI engine is firing and the stock still looks cheap.

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Dear DocuSign Stock Fans, Mark Your Calendars for March 17

Investors closely watch DOCU as it prepares to release its Q4 FY2026 earnings.

Dear AeroVironment Stock Fans, Mark Your Calendars for March 10

Geopolitical tensions and rising drone demand are putting AeroVironment in the spotlight ahead of its March 10 earnings report.

Sea Limited Stock Is Now Deeply Oversold. Should You Buy the Dip?

Sea stock sinks as investors punish the earnings miss in Q4. But there are ample reasons for long-term investors to load up on SE shares today.

Maritime insurers cancel war risk cover in Gulf as Iran conflict disrupts shipping

Strait of Hormuz is effectively closed and vessels rerouted, sending some freight costs surging

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Trump teases AI electricity pledge. Here's when tech giants will sign it

Trump teases AI electricity pledge. Here's when tech giants will sign it

It's the Trump administration's latest response to election-year voter angst over data centers' electricity demands.

Software Stocks Have Been Hit Hard, but Jefferies Still Likes This 1 Stock

Software Stocks Have Been Hit Hard, but Jefferies Still Likes This 1 Stock

The software application names may be under pressure, but this resilient financial software maker is catching Jefferies’ attention for all the right reasons.

High-flier: Palantir CEO Alex Karp spent $17.2 million on private jets in 2025, filing reveals

High-flier: Palantir CEO Alex Karp spent $17.2 million on private jets in 2025, filing reveals

One out of every 3.5 days was spent in the air for the Palantir CEO during 2025, filing shows.

DraftKings Stock Is Oversold on Earnings Plunge. Should You Buy the Dip?

DraftKings Stock Is Oversold on Earnings Plunge. Should You Buy the Dip?

DraftKings shares crumbled as the company posted a record Q4 but issued tepid guidance for the full year. But Jefferies sees the post-earnings pullback as an opportunity to load up on DKNG stock.

Jefferies Says This 1 Flying Car Stock Has 70% Upside Potential. Should You Buy It Here?

Jefferies Says This 1 Flying Car Stock Has 70% Upside Potential. Should You Buy It Here?

Jefferies sees upside in Beta Technologies as certification milestones and a $3.5 billion backlog support its long-term electric aviation ramp.

Amazon Bets Big on BETA: Why Analysts See 50% Upside

Amazon Bets Big on BETA: Why Analysts See 50% Upside

Strategic investment from Amazon and a strong cash position signal major upside for BETA Technologies as it approaches critical commercial milestones.

Should You Buy Beta Technologies Stock as Amazon Reveals Higher 5.3% Stake?

Should You Buy Beta Technologies Stock as Amazon Reveals Higher 5.3% Stake?

BETA stock soars as Amazon announces a 5.3% stake. But does the titan’s investment warrant loading up on BETA shares today?

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Bitcoin whales and ETFs are bailing out of the market; UBS warns: ‘Crypto is not an asset’

“We see few bullish indicators that suggest we may be approaching the bottom,” Jefferies analyst Andrew Moss says.

How this energy company became the poster child for the AI boom

Bloom Energy, long seen as a niche energy player, can deliver on-site power far faster than traditional options.

Why This Analyst Thinks Amazon Is a Cheap Stock to Buy Now

Amazon might be one of the most undervalued tech giants in the market right now, according to a top-rated Wall Street analyst who sees major upside ahead.

Meta Platforms Breaks Into Overbought Territory on Post-Earnings Rally. Is There Room for More Gains Ahead?

Meta stock is rallying on a strong Q4 release and upbeat future guidance. A Jefferies analyst explains what could drive META shares much higher from here in 2026.

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Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?

Highly regarded investment firm believes AppLovin may have a growth trajectory like TikTok.

Move Over Nvidia. This Is the New Top AI Stock to Buy.

As the AI spending cycle matures, investors are rotating away from hyperscalers toward memory suppliers and Micron is emerging as a key beneficiary of this shift.

India-EU Trade Deal: 9 Shocking Changes That Could Change India's Future

After nearly two decades of talks, India and the European Union (EU) have finalized a landmark Free Trade Agreement (FTA) that promises to transform trade, industry, and business in India. The deal covers goods, services, investment, and market access on an unprecedented scale, creating one of the largest trade partnerships…

2 ‘Resilient’ Software Stocks That Wall Street Thinks You Should Buy Now

Despite growing fears that AI will disrupt enterprise software, Wall Street believes two resilient software leaders stand out as compelling buys amid the sector’s recent pullback.

Jefferies Has 5 Reasons You Should Buy the Dip in META Stock

Big AI spending spooked investors, but Jefferies says Meta’s selloff is a gift, not a warning.

Alibaba Is Prepping for an AI Chip IPO. Does That Make BABA Stock a Buy Here?

As Chinese juggernaut Alibaba reportedly preps to list its chipmaking arm, should you consider buying the stock here?

Tom’s Hardware

Fear that quantum computing is on the cusp of cracking cryptocurrency's encryption spurs a global investment firm to remove Bitcoin from recommendations

Jefferies Global Head of Equity Strategy Christopher Wood said that quantum computing could break Bitcoin sooner rather than later, and that the debate between crypto developers and quantum computing will only be a "long-term positive for gold."

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