Beyond the war, this week will see a highly-awaited February jobs report along with key earnings from Target, Broadcom and beaten-down CrowdStrike.
Nvidia’s stock is stuck. Morgan Stanley says it’s time to buy again
Morgan Stanley sees shares of Nvidia rallying 47% from current levels.
Josh Brown highlights three chemical stocks as U.S.-Iran conflict rattles global markets
Chemicals has been an area of strength recently, but they will pull back if the market gets nervous about whatever’s about to happen in Iran, says Josh Brown.
Citadel’s various hedge funds rise in February, beating the S&P 500 in a choppy month
The firm’s flagship multistrategy Wellington fund rose 1.9% in February, bringing its year-to-date gain to 2.9%.
An options strategy to get into defense and oil stocks that have already run up a lot
Using spreads to press bullish bets may make more sense here, given the higher prices seen in both these stocks and their options chains
Steve Eisman says investors should ignore U.S.-Iran war, will be long-term ‘positive’
When asked by CNBC’s Joe Kernen whether he would change anything because of the conflict, the investor of ‘The Big Short’ fame responded with, ‘Not a single trade.’
Here are Monday’s biggest analyst calls: Nvidia, Apple, Netflix, Amazon, CrowdStrike, Blue Owl, Twilio & more
Here are Monday’s biggest calls on Wall Street.
Goldman Sachs turns bullish on this coffee chain after recent pullback, calls growth rate ‘best in class’
Goldman Sachs sees shares of Dutch Bros. adding 40% from current levels.
JPMorgan turns bullish on Netflix, says streamer is better insulated from AI disruption risk
JPMorgan sees shares of Netflix adding 25% from here.
Buy this power infrastructure stock as data center demand pick up, says Goldman Sachs
Goldman Sachs sees shares of Forgent Power Solutions rallying 40% from here.