Brian Evans

1 week ago | cnbc.com | Brian Evans

Even after notching strong gains so far in 2025, gold still has ample room to "run higher" as macroeconomic concerns linger, according to UBS. "The case for adding gold allocations has become more compelling than ever in this environment of escalating tariff uncertainty, weaker growth, higher inflation and lingering geopolitical risks," UBS analyst Joni Teves wrote in a Friday note.

1 week ago | cnbc.com | Brian Evans

American Express can ride out a consumer spending crunch better than most, according to Bank of America. The firm upgraded the credit card and lending stock to buy from neutral. And while it lowered its price target to $274 per share from $325, that still implies upside of about 11%. American Express stock has pulled back more than 16% in 2025. In April alone, the stock has dipped about 8%. AXP YTD mountain American Express stock in 2025.

1 week ago | cnbc.com | Brian Evans

Gains in gold and an uncertain macro backdrop could drive even more gains for Newmont , according to UBS. The firm upgraded the mining stock to buy from neutral and raised its price target to $60 per share from $50. UBS' forecast implies nearly 18% upside from Thursday's close. Newmont has soared 37% in 2025 as the price of gold soars to record highs. Gold futures are up more than 22% year to date, trading above $3,200 per ounce.

1 week ago | cnbc.com | Brian Evans

A slowdown in graphic processing unit sales could keep gains in check for Nvidia , according to Citi. The bank cut its price target on the artificial intelligence darling to $150 per share from $163. To be sure, Citi kept its buy rating on the stock, and the new target signals 39% upside.

2 weeks ago | cnbc.com | Brian Evans

Worry is lingering on Wall Street, even after President Donald Trump paused some of his wide-ranging tariffs . The concern, which is underpinned by investors trying to contend with market volatility stoked by an unpredictable president, leaves little conviction in any future market rallies, according to UBS. "Trump's administration isn't as impervious to market pain as it may have appeared for a while. Its pain threshold has just come into view," UBS strategist Bhanu Baweja said in a Thursday note.