Investing.com -- Investors should favour stock in health care, consumer staples and consumer discretionary sectors when economic growth slows below 2%, according to a Jefferies, while avoiding energy and communication services, which tend to underperform.Jefferies maintained its sector strategy despite cutting its earnings growth forecasts and targets, citing weak revision trends and deeper c ...
Investing.com -- In a new deep dive into emerging technologies, Bernstein outlined its vision for where the next wave of industrial and investment growth may come from.The research identifies a set of transformational themes—from Agentic AI and humanoid robotics to autonomous driving and quantum computing—as the likely building blocks for the next generation of industry leaders.“Today, we st ...
Investing.com -- Software stocks have historically responded to recessions with mixed resilience, shaped largely by business model and end-market exposure. Bernstein analysts, in a recent note, examined the 2008–2009 financial crisis and more recent economic scares to understand how software companies might perform in another downturn.During the Great Recession, subscription-based cloud sof ...
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today!Rosenblatt downgrades Apple due to a lack of AI-driven iPhone sales accelerationRosenblatt Securities downgraded Apple (NASDAQ:AAPL) to Neutral from Buy and lowered its price target to $217 f ...