“We expect Berkshire Hathaway to continue to build up stakes in the sector’s big five companies at a moderate pace for the time being,” JPMorgan said.
OpenAI deal puts Etsy at the ‘leading edge of agentic commerce,’ BTIG says
“Investors are clearly paying for more than just the immediate impact of this transaction,” analyst Marvin Fong wrote in a note.
Worried about the AI trade faltering? Look at these stocks, Trivariate says
Trivariate Research is recommending investors concerned about a potential AI bubble add these stocks to their portfolios.
Playing a possible rebound in this beaten-down tech stock using options
Options trader Nishant Pant goes through this bull call spread options play.
Spotify has little room to run as market price in product roadmap, user growth trends, Goldman says
Spotify stock has little room to run as investors already price in a bullish product roadmap and data from the streaming platform, according to Goldman Sachs.
One-time ‘SPAC King’ Palihapitiya launches new blank-check vehicle with plan to ‘temper’ retail fervor
Palihapitiya launched American Exceptionalism Acquisition Corp. A, a $345 million SPAC that he said was more than five times oversubscribed.
Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Amazon, Meta, CoreWeave, Celsius & more
Here are the biggest calls on Wall Street on Tuesday.
A semiconductor stock that’s both an AI and nearshoring play
Frank Holland breaks down what traders are watching ahead of the new session.
Morgan Stanley upgrades this outperforming energy drink stock, calls for a 20% gain ahead
Celsius Holdings received a stock-rating upgrade and higher price target from Morgan Stanley due to signs that sales for its beverage lines were picking up.
Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal
The chipmaker is poised for growth as it ramps up its push to improve AI infrastructure through new product launches and partnerships, according to Citi.