AMD’s Price Target Slashed by Investment Bank
Estimates for the revenue that AMD will obtain from its GPU chips for data centers have dropped in the first half of this year, the investment bank noted.
Posts Tagged ‘Daily Newsletter’
Investment Bank Cuts NVDA Price Target But Remains Bullish on the Name
TD Cowen notes that, over this quarter and the subsequent quarter, NVDA's financial results will primarily be driven by its new Blackwell chip.
Tesla’s (TSLA) Risk/Reward Ratio Is Positive, Analyst says
Tesla's auto sales likely bottomed last quarter, as Q1 is usually the "weakest quarter for automakers," the analyst said.
Why These Energy Stocks are Losing This Week
The energy industry has been absolutely crushed in the ongoing bloodbath faced by the overall market, but one sector that has been hit particularly hard is that of the oilfield...
Two Banks Lower Their Price Targets on Amazon (AMZN) Stock
About 50% of the customers of AMZN's cloud unit could reduce the amounts that they spend on its offerings over the next few quarters as they contemplate the impact of tariffs, ...
Apple’s (AAPL) Outlook Is Positive, Goldman Executive Says
Apple (AAPL) has multiple, significant, positive catalysts, Goldman Sachs Managing Director Sung Cho told CNBC recently.
Tesla (TSLA) Added to Investment Bank’s Best Ideas List
Also importantly, Benchmark expects TSLA to benefit from the fact that it manufactures many of its EVs in the U.S.
10 High Growth Dividend Paying Stocks To Invest In
Amid growing concerns about economic growth and President Trump's tariffs, investors have been seeking safer investment options.
Huntington Ingalls Industries, Inc. (HII): A Bull Case Theory
We came across a bullish thesis on Huntington Ingalls Industries, Inc. (HII) on Substack by Student of Value.
Seneca Foods Corporation (SENEA): A Bull Case Theory
We came across a bullish thesis on Seneca Foods Corporation (SENEA) on Substack by Dave Waters. In this article, we will summarize the bulls’ thesis on SENEA.
CBL & Associates Properties, Inc. (CBL): A Bull Case Theory
We came across a bullish thesis on CBL & Associates Properties, Inc. (CBL) on Substack by Dave Waters. In this article, we will summarize the bulls’ thesis on CBL.
Apple (AAPL) Upgraded by Investment Bank to Hold
Investment bank Jefferies upgraded Apple (AAPL) stock to Hold from Underperform, citing valuation and its belief that the iPhone maker would likely be exempt from U.S.
Verizon Communications Inc. (VZ): A Bull Case Theory
We came across a bullish thesis on Verizon Communications Inc. (VZ) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on VZ.
The Progressive Corporation (PGR): A Bull Case Theory
We came across a bullish thesis on The Progressive Corporation (PGR) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on PGR.
Nextdoor Holdings, Inc. (KIND): A Bull Case Theory
We came across a bullish thesis on Nextdoor Holdings, Inc. (KIND) on Substack by Nishant Chandra. In this article, we will summarize the bulls’ thesis on KIND.
DLocal Limited (DLO): A Bull Case Theory
We came across a bullish thesis on DLocal Limited (DLO) on Substack by The Reservist. In this article, we will summarize the bulls’ thesis on DLO.
Vertiv Holdings Co (VRT): A Bull Case Theory
We came across a bullish thesis on Vertiv Holdings Co (VRT) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on VRT.
Veteran Investor Sings the Praises of Nvidia (NVDA), JPMorgan (JPM)
Nvidia (NVDA) stock "is pretty underappreciated now," Tom Plumb, the president of Plumb Funds, told Schwab Network recently.
Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc (ANET) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on ANET.
Hasbro, Inc. (HAS): A Bull Case Theory
We came across a bullish thesis on Hasbro, Inc. (HAS) on Substack by The Reservist. In this article, we will summarize the bulls’ thesis on HAS. Hasbro, Inc.
Venture Global (VG) Slid on Reduced Valuation Expectations
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Noble Corporation plc (NE) Continues to Slide as Contracting Deals Fail to Materialize
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here’s Why
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
ClearBridge Value Strategy Sold its Holdings in The Goldman Sachs Group (GS) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Here’s Why ClearBridge Value Strategy Decided to Exit Oracle (ORCL)
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Multiple Tailwinds Lifted Gilead Sciences (GILD) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Here’s What Lifted Sea Limited (SE) in Q1
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” March 2025 investor letter. A copy of the letter can be downloaded here.
Is Tradeweb (TW) Poised for Continued Success?
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” March 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How Tariff Impacts Asbury Automotive Group (ABG)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Black Bear Value Fund’s Views on Flagstar Financial (FLG)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Black Bear Value Fund’s Update on Warrior Met Coal (HCC)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Core Natural Resources (CNR) a Compelling Investment?
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of Builders FirstSource (BLDR)?
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Factors Boosting MercadoLibre’s (MELI) Performance
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
Is Amazon.com (AMZN) Poised to Deliver Years of Solid Revenue Growth and Margin Expansion?
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
Tuesday’s 10 Worst-Performing Stocks
Wall Street’s main indices suffered a bloodbath on Tuesday, recording steep losses amid the looming deadline for President Donald Trump’s new round of tariffs for China that...
10 Stocks Lead Rally Amid Market Bloodbath
The stock market took a battering anew on Tuesday, with all major indices registering steep losses as investors continued to digest President Donald Trump’s next tariff deadline...
12 Best Cruise Stocks to Buy According to Hedge Funds
The cruise industry is on the path to recovery after plunging during the Covid-19 pandemic.
Veteran Trader Is Bullish on TJX’s Short-Term Outlook
Discount retailer TJX (TJX) can benefit from President Donald Trump's tariffs in the short term, Jessica Inskip, the Director of Investor Research at StockBrokers.com, told Schwab...
20 Stocks Insiders Bought in April After Trump’s Tariff Rollout
President Donald Trump called April 2 a “Liberation Day” after signing an executive order that imposed a minimum 10% tariff on all U.S. imports, with some exceptions.
Broadcom (AVGO) Chart Analyzed, Options Trade Proposed in Wake of Today’s Rally
After Broadcom (AVGO) announced a new $10 billion share repurchase program late yesterday, sparking a rally by the name today, Schwab Network analyzed the stock's chart and proposed...
Jim Cramer Warns of a 36% Market Drop & Reviews These 9 Key Stocks
In his appearance on CNBC’s Squawk on the Street on Monday, Jim Cramer discussed the reasons behind the recent market turmoil.
10 Best Clean Energy Stocks to Buy According to Billionaires
The current overall bearish trend has also dealt a massive blow to the energy sector, which fell by more than 15.7% over the last five days, against a decline of less than 10% ...
JPMorgan Cuts Its Price Targets on Many Internet Names, Including META and AMZN
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
Well-Known Investor Buys More AMZN, UBER, Starts Position in RKT
Describing both AMZN and UBER as among his "core positions," Brown stated that both firms "will be standing at the end of the trade war." He believes that "buying Amazon after...
AMD Downgraded on Competition, China Worries
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
Monster Beverage Corporation (MNST) Surged on Price Rise and Strength
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Starbucks Corporation (SBUX) is Resetting Earnings Under New Leadership
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Large Cap Growth Strategy Sold Intercontinental Exchange (ICE) as The Stock Re-Rated
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
