Artificial intelligence
from24/7 Wall St.
1 hour agoAI Stocks That Will Thrive Even if Oil Hits $200
AI companies that are asset-light and subscription-driven may thrive during economic downturns, especially in energy markets.
Look, investors didn't get what they wanted to hear last night. I think that it was pretty straightforward that there were a lot of people buying stocks, betting that this was going to be the official wind-down. Not more bombing.
Morgan Stanley's revision stems from a broader office sector update tied to job opening data across REIT markets. The underlying concern is structural: white-collar employment trends directly shape office demand, and softening job openings signal a slower leasing recovery than previously modeled.
Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.
BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.
Senatore cited menu innovation and featured value as contributing to more stable same-store traffic. On the cost side, supply-chain savings are offsetting inflation, allowing BofA to raise its FY26 adjusted EBITDA estimate to $288M from $279M.