Paulina Likos
- Indexed articles, last 90 days
- 29
- Latest publication
- Oct 1, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 7, 2026
Latest articles
This biotech making precision medicines for cancer could nearly triple, says JPMorgan (opens the original)
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Kura Oncology 's growing cancer drug sales and promising pipeline could fuel a rally in its stock, according to JPMorgan. Analyst Priyanka Grover initiated coverage with an overweight rating and a year-end price target of $30, implying 180% upside to Wednesday's close of $10.71. Shares were trading up about 1% on Thursday. The bullish call centers on Kura's transition into a commercial-stage company after Komzifti received Food and Drug Administration approval in November 2025 for adults with ac
The hottest trade of the year so far isn't AI. It's tanker stocks (opens the original)
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The hottest trade of 2026 isn't artificial intelligence. Instead, it's ships carrying oil and fuel as conflicts around the world force longer voyages, allowing takers to charge a premium for their services. The SonicShares Global Shipping (BOAT) ETF is up 35% quarter to date, on pace for its best quarter since its inception in 2021. Year to date, it's up a whopping 63% â far outpacing other parts of the market, including tech and AI. State Street's Technology Sector SPDR ETF (XLK) is up 3% in
IonQ has been on fire this month. Bank of America says buy the quantum computing stock (opens the original)
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Bank of America says IonQ 's recent acquisitions could help it build more powerful quantum computers and bring them to market sooner. The bank initiated coverage on IonQ, the largest public pure-play quantum company by revenue, with a buy rating and $60 price objective Monday. Research analyst Vivek Arya's case rests on IonQ using deals to "accelerate its quantum-compute roadmap" as it expands into quantum networking, security, sensing, space and foundry services. The stock is up 16% over the pa
One key part of the AI trade has decoupled from the rest. Why that is, and whether it can come back (opens the original)
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Industrials began 2026 trading in tandem with chipmakers â the posterchildren of the artificial intelligence trade. That's now far from the case. The S & P 500 industrials sector ETF (XLI) is up just 8.8% this year through Thursday's close, while the VanEck Semiconductor ETF (SMH) has rallied 64%. A look at their year-to-date performance shows how closely the two traded until mid-April. Since April 14, XLI is down nearly 3%, while SMH has soared 33%. Several drivers contributed to this diverge
These stocks have thrived during past rate-hiking cycles. Bank of America says buy them now (opens the original)
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Investors should consider rethinking their investment playbook following the Federal Reserve's rate hike as expectations for a higher-for-longer rate environment intensify, according to Bank of America. Last week, the Federal Reserve increased interest rates by 25 basis points â its first interest rate hike in more than three years â bringing the overnight funds rate to a target range of 3.75%-4%. The hike was widely expected as Fed Chairman Kevin Warsh has been vocal about tackling stubborn
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