Here are Wednesday’s biggest calls on Wall Street.
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Morgan Stanley says investors should scoop this stock tied to the AI buildout
The investment bank named the energy infrastructure stock a top pick.
Steer clear of these stocks tied to a faltering footwear market, Truist says
The bank downgraded both names to hold from buy.
This solar stock is about to get a big boost from a change in U.S. policy, UBS says
The investment bank upgraded the solar technology name to buy from neutral.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
Treasury yields retreated on Tuesday, giving stocks a tailwind. The Dow Industrials registered a third straight winning session.
‘Big Short’ investor Danny Moses calls 10-year yield, Nvidia the two most important assets for markets right now
The two assets are the center of gravity in financial markets at the moment, according to the Moses Ventures founder.
Marvell Technology earnings could be a ‘shot of adrenaline’ for the AI trade, says Joe Terranova
Marvell Technology may offer insight into the data center buildout during its earnings report this week, fueling the AI trade, said investor Joe Terranova.
Nvidia’s ‘expectations premium’ dogs the stock after earnings. Here’s what analysts are watching
Over the past year, Nvidia has topped estimates on all the topline metrics and has still been punished by investors the next trading day.
Top chip analyst says the group could fall another 10%. Here’s why
A 10% decline would bring the benchmark semiconductor index back to a valuation relative to the S&P 500 unseen since the launch of ChatGPT in late 2022.
The stocks that tend to move with Nvidia earnings, and the ones that don’t
Nvidia earnings have become a market event that can ripple beyond the chipmaker itself.