FMP
Our Blogs
Jul 2, 2025 2:39 AM - Parth Sanghvi
AI Momentum Fuels Tech Rally: Insights, Data & Automated Strategies
Technology stocks have outperformed year to date, led by an accelerating AI investment cycle and easing macro risks. Here’s an in‑depth look at the drivers behind Wedbush’s and Wolfe Research’s bullish forecasts, real‑world examples, and exactly how to turn these insights into automated signals. ...
Jul 2, 2025 2:25 AM - Parth Sanghvi
Jefferies Upgrades Apple to Hold: A Strategic Deep‑Dive
Apple (NASDAQ:AAPL) just saw its rating lifted from Underperform to Hold and its price target raised to $188.32 (from $170.62). Here’s what really matters for investors—and where the true opportunities (and risks) lie. Why Jefferies Turned More Bullish Tariff‑Driven Pull‑Forward Anticipation ...
Jul 2, 2025 2:20 AM - Parth Sanghvi
Jefferies Raises Amazon to $255: Consumer Resilience, Prime Day & What to Watch
Jefferies lifted its Amazon (NASDAQ: AMZN) target to $255, citing durable consumer spending, Prime loyalty and an expanded Prime Day. Below is a mobile‑first, insight‑driven blog with anchor‑text links to two key APIs for your own analysis. 1. Consumer Spending Holds Steady – 62% of surveyed sho...
Jun 30, 2025 10:27 AM - Parth Sanghvi
Tesla’s Robotaxi Revolution: William Blair’s Take and What Investors Need to Know
William Blair’s recent upgrade on Tesla (NASDAQ: TSLA) zeroes in on the company’s pivot from pure automaker to an AI‑driven mobility platform, anchored by its nascent robotaxi business. Here’s a data‑backed breakdown of their thesis, valuation model, and risk factors—plus exactly how to tap Financia...
Jun 30, 2025 10:23 AM - Parth Sanghvi
Apple Q3 Earnings Preview: Unpacking Risks, Demand Dynamics & What Investors Should Watch
MoffettNathanson cautions that Apple’s fiscal Q3 report “will be unusually difficult to make sense of.” Between front‑loaded iPhone demand, services‑revenue unknowns and AI strategy questions, here’s an in‑depth look at the key drivers—and how to automate your analysis. Pull‑Forward Demand vs. AS...
Jun 30, 2025 4:12 AM - Parth Sanghvi
Is a “Rate‑Cut War” Brewing at the Fed? Macquarie Sees July in Play
Just as a tentative ceasefire eases Middle East tensions, Macquarie warns of a “war” over rate cuts at the Fed. With oil prices slipping and two Trump‑appointed Fed “hawks” calling for July cuts, here’s why markets now see July as “in play”—and how to stay ahead with FMP’s APIs. 1. Ceasefire Brin...
Jun 30, 2025 3:57 AM - Parth Sanghvi
Why Wall Street’s Record Rally Feels Fragile Amid Trump’s “Snapchat Presidency”
Even as the S&P 500 and Nasdaq Composite pierced prior highs last Friday, many traders sense that this risk‑on tilt could unravel at the next unpredictable White House tweet. Here’s why today’s record highs may be built on shaky ground—and how to stay ahead using real‑time API insights. 1. Tariff...
Jun 30, 2025 3:54 AM - Parth Sanghvi
How Morgan Stanley Sees Walmart’s Digital Transformation Driving $6 B Incremental EBIT
Morgan Stanley’s latest e‑commerce “Block” analysis spotlights Walmart (NYSE: WMT) as a case study in digital reinvention. From a “disenfranchised” brick‑and‑mortar player to an e‑commerce, retail‑media, and supply‑chain disruptor, Walmart’s journey spans three phases: Modest Growth (2009–2012) ...
Jun 30, 2025 3:50 AM - Parth Sanghvi
Why Beauty M&A Is Tactical, Not Transformational: Evercore’s Sector Diagnosis
Despite a flurry of deals, evercore ISI argues that mergers and acquisitions in the beauty sector are at best tactical—and do little to address volatile demand, shifting consumer behavior, and distribution upheaval that have driven valuations to 15‑year lows versus the S&P 500 and staples. 1. Val...
Jun 24, 2025 3:32 AM - Parth Sanghvi
Top U.S. Gaming Stocks to Buy Now: PENN, Red Rock & Caesars
Meta Title: In its debut coverage of the U.S. gaming sector, JPMorgan highlights three high-conviction names—PENN Entertainment (PENN), Red Rock Resorts (RRR), and Caesars Entertainment (CZR)—as the best regional and locals plays for 2025. With macro headwinds and policy uncertainty pinching val...
Jun 24, 2025 3:23 AM - Parth Sanghvi
Asia Defense Stocks Retreat as Israel-Iran Ceasefire Sparks Risk-On Rally
Major defense contractors across Asia saw share prices dip on Tuesday after President Donald Trump announced a tentative ceasefire between Israel and Iran, ending a “12-day war.” Markets rotated out of defensive aerospace and military names as risk appetite returned. Defense Sector Performance an...
Jun 24, 2025 3:11 AM - Parth Sanghvi
Tesla Surges 8% on Robotaxi Launch in Austin: A Step Toward Autonomy-Driven Valuation
Tesla (NASDAQ: TSLA) shares jumped 8.2% on Monday, closing at $348.63 after the EV maker officially rolled out its highly anticipated robotaxi service in Austin, Texas. The launch marks a pivotal milestone in Tesla's autonomy roadmap, reinforcing CEO Elon Musk's long-standing vision of turning Tesla...
Jun 23, 2025 4:03 AM - Parth Sanghvi
Specialty E&C Firms Set to Ride the 2025 Infrastructure Spending Surge
As governments worldwide unleash record infrastructure budgets, specialty engineering & construction (E&C) firms stand out as prime beneficiaries. Jefferies analysts report the sector is up 12.1% year-to-date, easily eclipsing the 2.6% rise in the S&P 500 and 8.7% gain in Industrials. Here’s a deep ...
Jun 23, 2025 3:55 AM - Parth Sanghvi
AI, Energy Innovation & Longevity: UBS’s Top Themes and Stock Picks for 2025
UBS strategists have identified three structural themes set to underpin equity markets over the next decade: Artificial Intelligence Power & Resource Innovation Longevity In a recent note, the bank highlighted firms across semiconductors, energy, luxury goods, banking, and telecom that a...
Jun 23, 2025 3:53 AM - Parth Sanghvi
Why Humanoid Robots Are the Next $177 Billion Tech Megatrend
UBS’s latest Q-Series report argues that humanoid robots will reshape technology over the next 25 years. From 15,000 units in 2025 to 86 million by 2050—a 40%+ CAGR—these machines will drive explosive growth across semiconductors, hardware, imaging, and assembly. Here’s a detailed look at the thesis...
Jun 23, 2025 3:49 AM - Parth Sanghvi
How the U.S. Strike on Iran Threatens Stocks, Oil & Fed Policy in 2025
Investors woke Monday braced for a knee-jerk equity sell-off after President Trump’s weekend decision to join Israel in striking Iranian targets. With oil prices climbing and Fed rate-cut odds under pressure, this move could reshape market sentiment, inflation trajectories, and central-bank timing. ...
Jun 23, 2025 3:44 AM - Parth Sanghvi
AI-Driven Upgrades: NVDA to $200, META to $775, CSCO Buy & Citi’s Equity Outlook
In a week dominated by geopolitical jitters, major brokerages doubled down on AI and technology leaders. Barclays hiked NVIDIA (NVDA) to a $200 price target, Oppenheimer lifted Meta (META) to $775, Citi reaffirmed its AI-equities overweight, and Deutsche Bank upgraded Cisco (CSCO) to Buy. Below, we ...
Jun 16, 2025 9:19 AM - Parth Sanghvi
How Israel–Iran Tensions Fuel Oil Spikes and U.S. Inflation in 2025
When Israel struck Iranian missile sites in mid‑May 2025 and Iran retaliated, Brent crude leapt from $69 to $74/bbl almost instantly. Those moves aren’t just market noise they ripple through logistics costs, consumer budgets, and Fed policy outlooks, potentially adding 0.1 percentage point to headli...
Jun 16, 2025 9:17 AM - Parth Sanghvi
How a Balance‑of‑Payments Crisis Could Trigger a U.S. Dollar Regime Shift in 2025
Currency markets periodically undergo regime shifts—fundamental changes in the drivers of exchange‑rate performance. For long‑term allocators, these shifts matter more than for short‑term traders. According to BCA Research, a looming balance‑of‑payments crisis could signal the next major break in th...
Jun 16, 2025 9:12 AM - Parth Sanghvi
How Iran–Israel Missile Exchanges Shocked Oil, Stocks & Inflation in 2025
When missile sirens blared across Tel Aviv and Tehran last Friday, global investors weren’t just monitoring headlines—they were bracing for cascading market impacts. By Monday morning, the Dow had plunged nearly 2%, Brent crude spiked 7%, and U.S. inflation forecasts shifted by 0.1 percentage point....
