‘RESILIENT ECONOMY’ will DRIVE S&P 500 even higher: Main Street Research CIO

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 NVDA NASDAQ ACHETER +3,15%
   Entrée $216,85 20 août 2026

   Actuel $223,67 09 sept 2026

   Résultat +$6,82

   vs. indice +3,2% SPY +0,0% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …BASICALLY A SPLIT WITH THE IS GOOD FOR MARKETS. THE RECENT HEALTHCARE IS MOVING MIGHT DISCOUNT THE FACT THAT THE DEMOCRATS WIN IN ONE OR THE OTHER. >> LET'S TALK ABOUT YOUR STOCK PICKS. WOULD YOU BUY IT AHEAD OF THE EARNINGS NEXT WEEK ? >> I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI AND THAT MIGHT GIVE AI -- >> WE ARE IN THE BEGINNING OF THE AND CAN GET WORSE BUT IT'S A GREAT VALUE PLAY IT WILL BRING THE REST OF THE TECH STOCKS UPWARD AFTER THIS SLUMP. >> ROYAL BANK OF CANADA. >> OF ONE STOCK IN GENERAL. IT WILL PROBA…

   I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI

   Aller

   Contexte extrait par IA LET'S TALK ABOUT YOUR STOCK PICKS. WOULD YOU BUY IT AHEAD OF THE EARNINGS NEXT WEEK ? >> I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI

2. 02 RY NYSE ACHETER +0,78%
   Entrée $205,21 20 août 2026

   Actuel $206,81 09 sept 2026

   Résultat +$1,60

   vs. indice +0,8% SPY +0,0% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … GIVE AI -- >> WE ARE IN THE BEGINNING OF THE AND CAN GET WORSE BUT IT'S A GREAT VALUE PLAY IT WILL BRING THE REST OF THE TECH STOCKS UPWARD AFTER THIS SLUMP. >> ROYAL BANK OF CANADA. >> OF ONE STOCK IN GENERAL. IT WILL PROBABLY FALL MORE. A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S. >> OKAY, JAZZ PHARMACEUTICALS AND ONCOLOGY BIOTECH BASED IN IRELAND AND I USED TO SAY IF YOU MENTIONED AI ON AN EARNINGS CALL YOUR STOCK WENT UP AND NOW IF YOU MENTIONED ONCOLOGY ON A CALL YOUR STOCK MIGHT GO UP. >> I HOPE SO, TEN TIMES EA…

   A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S.

   Aller

   Contexte extrait par IA ROYAL BANK OF CANADA. >> OF ONE STOCK IN GENERAL. IT WILL PROBABLY FALL MORE. A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S.

3. 03 JAZZ NASDAQ ACHETER -2,97%
   Entrée $248,70 20 août 2026

   Actuel $241,31 09 sept 2026

   Résultat −$7,39

   vs. indice −2,9% SPY +0,0% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …NT AND OUTSIDE THE U.S. >> OKAY, JAZZ PHARMACEUTICALS AND ONCOLOGY BIOTECH BASED IN IRELAND AND I USED TO SAY IF YOU MENTIONED AI ON AN EARNINGS CALL YOUR STOCK WENT UP AND NOW IF YOU MENTIONED ONCOLOGY ON A CALL YOUR STOCK MIGHT GO UP. >> I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL. ALL THE RIGHT INGREDIENTS, GREAT INGREDIENTS, GREAT CHART METHODS A GREAT CHART, THE ONE YEAR. YOU'RE NOT BUYING CHEAP WITH A CHART LIKE T

   I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL.

   Aller

   Contexte extrait par IA OKAY, JAZZ PHARMACEUTICALS AND ONCOLOGY BIOTECH BASED IN IRELAND ... I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL.