The firm upgraded shares to overweight from equal weight.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The Nasdaq Composite slid more than 3% on Monday as China’s DeepSeek spurred a sell-off in AI-related plays. Here’s what’s on CNBC’s radar for Tuesday.
Tom Lee says this is the worst market overreaction since 2020 pandemic outbreak
The Nasdaq Composite fell more than 3%, while the S&P 500 dropped 1.5% on Monday. Nvidia contributed to the losses, tanking nearly 17%.
Three buys for the sell-off, including an AI play, from investor Nancy Tengler
Nancy Tengler of Laffer Tengler Investments joined CNBC’s “Power Lunch” on Monday to offer her take on three key market movers.
Funds that protect against losses drew record amounts of cash last year. What to know about buffer ETFs
In 2020, defined-outcome ETFs held about $2 billion in assets, according to Morningstar. That now sits at $47 billion.
These stocks are expected to move the most during this big earnings week
Tesla, Wolfspeed and Starbucks are among the several stocks reporting this week that could make significant moves, according to options market activity.
Defensive health care sector beating market and one name is breaking out, according to the charts
Katie Stockton and team break down the charts on DaVita.
TD Cowen says DeepSeek sell-off could be the Nvidia entry point traders have been waiting for
Investors who missed out on Nvidia’s massive run last year may have another opportunity to get in the trade, according to TD Cowen.
Amazon, Broadcom are buying opportunities on DeepSeek sell-off, Hightower’s Stephanie Link says
‘Today, I get the reactions,’ Link said. ‘Let it settle, and you pick your spots.’
The key chart levels to watch on Nvidia and other tech stocks amid DeepSeek rout
Technology stocks broke down Monday following concern that AI firms are spending too much.