Investing.com - Although the retail sector appears to be one of the hardest-hit by U.S. President Donald Trump’s aggressive tariffs on China, some of these companies could be insulated from the levies following a multi-year push to diversify the countries they source products from, according to analysts at Telsey Group.Earlier this month, Trump slapped aggressive reciprocal tariffs on a ran ...
Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today!AppleWhat happened? On Monday, Keybanc upgraded Apple Inc (NASDAQ:AAPL) to Sector Weight without a price target.*TLDR: Tariff relief eases Apple’s risks. Keybanc stays cautious.What’s the full ...
Investing.com -- U.S. telecom stocks tend to outperform the broader market during periods of heightened volatility, but returns can vary widely depending on fundamentals, Bernstein said.AT&T (NYSE:T), Verizon (NYSE:VZ) and T-Mobile have all outperformed the S&P 500 year-to-date and are trading at the upper end of their post-COVID range, with T-Mobile reaching a record high. Bernstein ...
Investing.com -- Commodities markets are now at the heart of an intensifying global trade war, with the latest escalation largely driven by the re-election of Donald Trump and renewed U.S.-China tariff tensions. RBC Capital Markets assessed the scope of potential fallout across global commodities and mining equities.The findings paint a cautious but data-grounded picture of sectoral vulnerabi ...