Nvidia’s historic bounce has allowed the tech giant to unequivocally reclaim the Nasdaq 100’s crown.
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Appaloosa’s David Tepper trimmed China exposure ahead of trade war
Appaloosa Management had gone all in on China in the wake of Beijing’s vow last year to boost the economy. Now it’s cut its stakes in Alibaba, PDD and JD.com.
This footwear stock is a tariff winner because of zero Asia manufacturing, says Bank of America
Shares of this footwear company could be set up for gains even with President Donald Trump’s tariffs, according to Bank of America.
Here are Friday’s biggest analyst calls: Nvidia, Apple, Netflix, Meta, Dell, Caterpillar, AMD, Coinbase, Boeing & more
Here are Friday’s biggest calls on Wall Street.
Barclays hikes AMD price target following Saudi deal
Barclays sees even more upside in store for this chipmaker after its recent Humain deal announcement.
Loop Capital sees this ‘Magnificent Seven’ stock gaining more than 30%
There could be even more upside in store for this megacap technology stock following its latest quarterly results, according to Loop Capital.
Oppenheimer calls Coinbase sell-off ‘overdone,’ says shares can bounce 20%
The firm reiterated its outperform rating on the crypto exchange operator and kept its price target.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 rose for a fourth session on Thursday, lifted by soft inflation data and falling Treasury yields. Here’s what’s on CNBC’s radar going into Friday.
Ole Andreas Halvorsen’s Viking Global bet on banks and more than doubled its stake in Nvidia in the first quarter
Viking increased its stake in U.S. Bancorp by 43%. It also raised its position in Nvidia and opened a fresh holding in Meta Platforms.
Hedge fund veteran Dan Loeb reveals new buys in first quarter, including AT&T
Loeb’s Third Point added several new positions early in 2025, while also selling some large tech stocks.