Here are Monday’s biggest calls on Wall Street.
Analyst says Microsoft is cutting AI data center spending, which may have led to market sell-off
“When coupled with our prior channel checks, it points to a potential oversupply position for MSFT,” the note said.
Morgan Stanley upgrades Alibaba, says Chinese AI play has room to run as cloud demand takes off
Alibaba’s U.S.-traded shares have jumped 69.5% this year as investors tout the company as the top play in Chinese artificial intelligence.
Jefferies upgrades Nike, says shares can jump more than 50%
The firm said now is the right time to aggressively scoop up shares of Nike given its upside potential and that its stock price is near a “valuation trough.”
Top Wall Street analysts are bullish on these dividend stocks
TipRanks’ analyst ranking service highlights three dividend-paying stocks, including McDonald’s and Ares Capital.
Westinghouse sees path to building cheaper nuclear plants after costly past
Two nuclear projects in the South were bogged down by costly overruns, but Westinghouse Electric Company still sees the potential for new U.S. plants.
As trade tensions simmer, these are the stocks with the most to lose — based on region
President Donald Trump’s tariffs on imported goods have investors on edge as they could pressure a slew of companies regardless of sector.
Highlights of Warren Buffett’s annual letter: Advice for Trump, 60 years at Berkshire helm
Warren Buffett opined on a wide range of topics in his much-anticipated annual letter to shareholders, including the U.S. fiscal problems and advice for Trump.
Warren Buffett amasses more cash and sells more stock, but doesn’t explain why in annual letter
“The great majority of your money remains in equities,” Buffett wrote in his highly-anticipated annual letter. “That preference won’t change.”
Activist ValueAct spots an overlooked opportunity at Liberty Live Group. How the move might pay off
Liberty Live represents Liberty Media Group’s ownership stake in Live Nation. The stock trades at a sharp discount to the entertainment and ticketing giant.