The U.S.-China trade detente alleviates pressure on the semiconductor industry, which has been impacted by supply chain disruptions and uncertainty.
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Morgan Stanley says China’s ‘best AI enabler’ is worth $200
Rising demand in the artificial intelligence space could mean a boost in shares of this e-commerce giant, according to Morgan Stanley.
This derivative off the AI-driven nuclear energy buildout can rally 50%, Evercore ISI says
The provider of low enriched uranium for commercial nuclear plants has a critical role in the nuclear supply chain, and has an advantage over competitors.
Here are Wednesday’s biggest analyst calls: Nvidia, Apple, Microsoft, Deckers, Carvana, UnitedHealth & more
Here are Wednesday’s biggest calls on Wall Street.
Buy this apparel maker whose shares can rally 30%, Jefferies says
The bank raised its rating to buy from hold.
Bank of America raises price targets on Nvidia, AMD after the pair land Saudi deals during Trump visit
Nvidia announced a deal to sell the kingdom more than 18,000 of its Blackwell AI chips.
Jefferies downgrades this electric vehicle stock, calls demand outlook ‘downbeat’
The firm moved its rating to hold from buy.
This private equity stock is set to jump after U.S. and China reach trade deal, Morgan Stanley says
The bank upped its rating to overweight from equal weight.
AI powerhouse Nvidia to lead the ‘idiosyncratic’ growth area of the market, portfolio manager says
David Wagner, Aptus Capital Advisors portfolio manager and head of equities, talks about three stocks on the move in Tuesday’s session.
Midcap stocks are seeing a resurgence. These names have solid dividend histories
A subset of smaller companies has outperformed in recent weeks, and a few pay sweet dividends.