
Inflation news should point Fed in more dovish direction, says WSJ's Greg Ip
Harris Financial Group's Jamie Cox, New Century Advisors' Claudia Sahm, TD Cowen's Chris Krueger and WSJ's Greg Ip, joins 'The Exchange' to discuss the current macroeconomic picture before the Federal Reserve makes its May rate decision.

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a day ago
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Why Shares of Tempus AI Are Jumping Higher This Week
Tempus AI is developing innovative AI solutions for the treatment of cancer and other diseases. Shares of Tempus AI plummeted after short-seller Spruce Point Capital Management released a critical report on the company. TD Cowen is unalarmed by the information contained in Spruce Point's report. 10 stocks we like better than Tempus Ai › Rebounding from their 11.8% decline last week, shares of Tempus AI (NASDAQ: TEM) are starting June on an auspicious note. In addition to the company dropping two announcements over last weekend, investors responded to TD Cowen commentary addressing Spruce Point's recently released critical report of the company that's specializing in artificial intelligence (AI) solutions for the healthcare industry. According to data provided by S&P Global Market Intelligence, shares of Tempus AI have risen 12% from the end of trading last Friday through 11:37 a.m. ET this morning. "Not much to see here folks. Move along." In essence, that was the response to Spruce Point's critical report on Tempus AI that TD Cowen provided on Monday. According to The Fly, analysts at TD Cowen acknowledged that many of the issues that Spruce Point raised were already known and others were exaggerated -- though it did claim that there were some issues worth further investigation. Along with the commentary regarding the critical report, TD Cowen remained unchanged with its buy rating on Tempus AI stock and $62 price target. In addition to raising doubts about Tempus AI's financial reporting, the critical report that Spruce Point issued last week questioned the nature of the company's collaboration with AstraZeneca. While it's certainly an encouraging sign for current shareholders to see that TD Cowen is unmoved in its opinion despite Spruce Point's report, prospective investors may want to keep their distance for the time being. Investors will likely have to wait until August for the second-quarter 2025 financial results, but in the meantime, those eager to buy shares may want to see if there are additional developments before adding a position. Before you buy stock in Tempus Ai, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Tempus Ai wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor's total average return is 997% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Shares of Tempus AI Are Jumping Higher This Week was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Yahoo
Lululemon price target lowered to $290 from $297 at Truist
Truist lowered the firm's price target on Lululemon (LULU) to $290 from $297 but keeps a Buy rating on the shares after its soft Q2 guidance and reduced FY25 outlook. While the company is seeing a positive response to newer assortments, it has not been enough to move the needle on comps in the tougher macro, the analyst tells investors in a research note. The stock's historical trough valuation after the post-earnings decline should provide some downside support however, with upside opportunities as Lululemon scales its new and more popular product through the Fall, the firm added. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on LULU: Disclaimer & DisclosureReport an Issue Morning Movers: Manchester United gains, Lululemon sinks after quarterly reports Lululemon price target lowered to $321 from $373 at TD Cowen Top Analysts Slash Price Target on Lululemon Stock (LULU) as Retailer Lowers Earnings Guidance Lululemon price target lowered to $250 from $302 at BMO Capital Lululemon price target lowered to $317 from $366 at Needham
Yahoo
2 days ago
- Yahoo
TD Cowen Maintains Buy Rating on Franklin Resources (BEN), Keeps $27 PT
On June 5, William Katz from TD Cowen maintained a Buy rating on Franklin Resources, Inc. (NYSE:BEN) and kept the price target unchanged at $27. The reiterated Buy rating comes after the company released its preliminary month-end Assets Under Management report. Franklin Resources, Inc. (NYSE:BEN) reported that its preliminary month-end assets under management (AUM) totaled $1.57 trillion, as of May 31. The AUM increased month-over-month from $1.53 trillion as of April 30. Management noted this increase as a reflection of positive market conditions. The company reported net inflows of $1 billion, including the $3 billion outflows at Western Asset Management, a subsidiary. A close-up of an investor making a transaction, with a financial graph reflecting the market trend. Katz noted Franklin Resources, Inc. (NYSE:BEN) exceeded long-term inflows expectations. Katz remains optimistic regarding the company's future performance expecting stronger core flows and a reduction in WAMCO-related run-off. Franklin Resources, Inc. (NYSE:BEN) is a global investment management company serving over 150 countries. The company specializes in equity, fixed-income, and multi-asset solutions for retail, institutional, and high-net-worth investors through its various brands. While we acknowledge the potential of BEN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data