Tesla, Inc.

NVIDIA Corporation

Microsoft Corporation

Private traders willingly buy shares already at 1-2% drawdowns, increasing their appetite for risk 

Goldman Sachs: retail investors are now driving the market. What stocks do they like?

Meta Platforms, Inc.

ASML Holding N.V.

UnitedHealth Group Incorporated

Michael Burry, who became famous thanks to the movie "Downgrade," dramatically changed the strategy of his investment firm Scion Asset Management in the second quarter, switching from buying put options to calls. He also opened long positions on securities of a number of companies, including insurance corporation UnitedHealth, whose shares were bought by legendary investor Warren Buffett. Who else did Burry bet on last quarter, and where, on the contrary, did he reduce his stakes?

Betting on UnitedHealth like Buffett: how has Michael Burry's portfolio changed?

"It better be different this time," writes a BofA strategist

BofA thinks the S&amp;P has outperformed the dot-com bubble at its peak. What does he advise keeping an eye on?

Voyager Technologies, Inc.

Redwire Corporation

MDA Space Ltd.

Intuitive Machines, Inc.

By 2035, the global space economy, from satellite communications to AI-driven analytics, will reach $1.8 trillion, according to <a href="https://www.mckinsey.com/featured-insights/themes/the-space-economy-is-projected-to-reach-1-8-trillion-by-2035">projections</a> by McKinsey and the World Economic Forum in Davos. Yet while most eyes are on Elon Musk’s SpaceX launches or visions of colonizing Mars, the real money is often being made in the less glamorous corners of the industry. One such player is the small-cap Redwire, the Motley Fool <a href="https://www.fool.com/investing/2025/06/25/7-space-stocks-id-buy-without-hesitation/">highlights</a>&nbsp;in a list of seven space stocks to buy "without hesitation." Wall Street <a href="https://www.marketwatch.com/investing/stock/rdw/analystestimates?mod=mw_quote_tab">expects </a>Redwire&nbsp;stock to double, even though the company remains unprofitable.

From space medicine to Mars colony: Redwire believed to offer triple-digit upside

Chevron Corporation

International Business Machines Corporation

Wolfe Research unveiled a new strategy for selecting stocks with sustainable dividend payouts and high growth potential

"Dividend Turdaken": Wolfe Research names 12 high-yielding stocks

V2X, Inc.

BofA Securities, a brokerage, has upgraded its rating on defense company V2X to “buy,” arguing that the $4.3 billion government contract it won in early August is “just the beginning.” The stock surged on the news.

'Just the beginning': BofA upgrades rating, TP on defense small cap V2X

FASTENAL CO. R

Old Dominion Freight Line, Inc.

Jacobs Solutions Inc.

The industrial sector, thanks to the AI boom and increased demand for infrastructure, has been one of the top gainers in the S&amp;P 500 Index this year, with stocks up 15%, just slightly behind the IT sector. Against this backdrop, Barron's <a href="https://www.barrons.com/articles/industrials-barrons-stocks-price-4265ce01?mod=hp_LEDE_C_1_B_5">selected</a> six stocks from the transportation, logistics, engineering and manufacturing sectors that have received one or more analyst upgrades over the past month. The publication recognizes that not all of them have performed well and not all are popular on Wall Street, but there may be "hidden gems" among them for investors willing to do some additional analysis.

"Hidden gems": six industrial stocks that Wall Street advises

Parrot S.A.

AeroVironment, Inc.

Kratos Defense & Security Solutions, Inc.

In recent years, the U.S. government has stepped up support for the drone industry. Under the Trump administration, Pentagon budgets for unmanned systems have been repeatedly increased, dedicated programs launched, and export restrictions eased. In 2020, during Trump’s first term, Washington <a href="https://www.armscontrol.org/act/2020-09/news/us-reinterprets-mtcr-rules#:~:text=The%2520Trump%2520administration%2520announced%2520on,See%2520ACT%2520%252C%2520July%252FAugust%25202020">revised</a>&nbsp;the Missile Technology Control Regime (MTCR) to allow more flexible exports of large armed drones to allied countries. This year, Trump has <a href="https://dronelife.com/2025/06/12/explained-what-trumps-executive-orders-on-drones-mean-for-u-s-exports/#:~:text=The%2520order%252C%2520Unleashing%2520American%2520Drone,%25E2%2580%259D">signed</a>&nbsp;new executive orders aimed at accelerating testing, boosting domestic production, and promoting U.S. drone exports.

Three U.S. and European drone stocks that could ride recent momentum in sector

Morgan Stanley

Weaker-than-expected U.S. inflation suggests it may be time to pivot into small-cap stocks and other risk assets, according to <a href="https://www.cnbc.com/2025/08/12/what-to-buy-for-a-trade-after-light-cpi-small-caps-and-low-quality.html">Morgan Stanley</a>. Price growth in July <a href="https://en.oninvest.com/article/inflation-in-the-usa-turned-out-to-be-lower-than-forecast-traders-expect-fed-rate-cut-in-september">came in</a> below forecasts despite tariffs, fueling expectations of more aggressive rate cuts by the Fed. That would benefit smaller companies, whose borrowing costs are often tied to Fed rates.

After July inflation, Morgan Stanley asks: Is it time to pivot into small caps?

Starbucks Corporation

McDonald's Corporation

Two world-famous chains - Starbucks and McDonald's - have different approaches to doing business. The former is struggling with falling sales and trying to regain customer loyalty, while the latter has already become more efficient. Independent analyst Mikhail Zavaraev discusses what an investor should consider when adding shares in these companies to his portfolio.

Starbucks vs McDonald's: which company is a better fit for the portfolio

The Kraft Heinz Company

Occidental Petroleum Corporation

Berkshire Hathaway is expected to report this Thursday on its second quarter stock transactions

Mystery company and other deals: what might Buffett reveal in a new report?

RENK Group AG

Rheinmetall AG

Northrop Grumman Corporation

BofA attributed the recent drawdown in defense stocks to profit taking by hedge funds

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