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AI power demand is forcing a coal revival. Jefferies sees more than 30% rally in one such stock
Long viewed as part of the "old economy," coal is now exacting revenge by taking market share from fuels like natural gas that displaced it.…
CNBC Top Stories · 2025-10-10 14:34:58First Brands’ implosion is ripping through private credit – and lenders are scrambling to contain the fallout
The stricken U.S. auto parts maker's dramatic collapse has hit Jefferies, Millennium and UBS fund unit O'Connor …
CNBC Top Stories · 2025-10-10 05:21:20
These banks might be next to pair up, says analyst who called the $11 billion Comerica sale
Jefferies analyst David Chiaverini highlighted five possible deals that would lead to the highest increases in profit for the players.…
Market Watch · 2025-10-08 00:16:00AMD is rallying day two after a very bullish call from Wall Street
Jefferies upgraded AMD to buy and sees a big rally in the shares ahead.…
CNBC Top Stories · 2025-10-07 12:47:54
AMD gets upgrade after 24% surge. ‘We rarely do this,’ says chagrinned analyst
It’s likely the first of many — analysts at Jefferies upgraded Advanced Micro Devices to a buy, after the chipmaker’s stock surged on a pact with ChatGPT maker OpenAI.…
Market Watch · 2025-10-07 08:41:00Jefferies downgrades Apple to sell, sees 20% drop from here
Apple shares are likely to slump as Wall Street's expectations for the company's next iPhone — possibly a foldable — have become too lofty, Jefferies says.…
CNBC Top Stories · 2025-10-03 12:34:10
'Spectacular' AI growth is creating a serious labor market problem for Fed, Jefferies' David Zervos warns
Long-time market bull David Zervos is worried the Federal Reserve is dangerously ignoring the artificial intelligence boom's fallout. …
CNBC Finance · 2025-09-27 16:00:01
Why it’s time to sell Bloom Energy’s stock after its AI-fueled rally
Jefferies analyst downgrades Bloom Energy’s stock to underperform, saying the rally since the company’s power-generation deal with Oracle in July was a sign of ‘over-exuberance’ by investors.…
Market Watch · 2025-09-24 20:59:00Jefferies' David Katz bullish call for cruises
David Katz, Jefferies gaming, lodging and leisure analyst, joins 'The Exchange' to discuss the hospitality trade and the state of travel.…
CNBC Travel · 2025-09-02 18:01:46Taylor Swift and Travis Kelce wearing Ralph Lauren in engagement photo could prove positive catalyst for stock, Jefferies says
One analyst called the engagement "mission success" for the apparel maker.…
CNBC Top Stories · 2025-08-27 14:52:21
