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Citi analyst John Godyn said in a note that the U.S. airline sector is entering what the firm calls a “Supermajors Super-Cycle,” forecasting that 2026 will usher in a prolonged mid-cycle period in which the largest network carriers outperform the rest of the industry. Godyn wrote that the current setup is “positive for an elongated…

RBC Capital Markets is projecting that humanoid robots could become one of the most influential technologies of the next several decades, outlining a combined hardware-and-software market opportunity approaching $12 trillion by 2050. The firm estimates a total addressable market of about $9 trillion for humanoid robot hardware alone, with an additional $3 trillion tied to…

Yardeni Research is standing firmly behind some of its boldest long-term market forecasts, reaffirming its call for gold to climb to $10,000 per ounce and for the S&P 500 to hit the 10,000 mark before the end of 2029. Although the firm stresses that it does not assign a formal valuation framework to gold, it…

The explosive surge in artificial intelligence investment may be heading toward a cooling period, with BCA Research cautioning that an industry-wide “AI winter” is becoming increasingly probable in the near future. In a report published Wednesday, BCA chief strategist Jonathan LaBerge said AI spending is entering a fragile phase, with current market valuations reflecting expectations…

Ulta Beauty (NASDAQ:ULTA) delivered third-quarter results that came in ahead of Wall Street expectations and lifted its full-year guidance, sending the stock more than 5% higher in Friday’s premarket session. The beauty retailer reported Q3 earnings of $5.14 per share — flat from the prior year but comfortably above the analyst consensus of $4.52. Revenue…