Here are Monday’s biggest calls on Wall Street.
Morgan Stanley downgrades Bank of America, says it will lag banks tied more closely to capital markets
Bank of America’s higher credit exposure, alongside its lower capital markets presence, could weigh the bank down versus its peers, Morgan Stanley wrote.
Bank of America downgrades AMD due to potential market share losses
Advanced Micro Devices could lose market share as cloud customers increasingly prefer custom chips, Bank of America said.
Barclays upgrades Robinhood as retail trading activity shows no signs of easing
Analyst Benjamin Budish upgraded the online brokerage to overweight from equal weight.
Reddit gets an upgrade from Morgan Stanley thanks to strong ad revenue growth
Increased advertising spend gives Reddit a leg up over its peers, according to Morgan Stanley.
Top Wall Street analysts tout these energy stocks for attractive dividends
TipRanks’ analyst ranking service spotlights three dividend-paying stocks, including Chevron and Energy Transfer.
Investor Bill Nygren just bought this pharma giant, names two AI-adjacent stocks he likes going into 2025
Investors should consider scooping up shares of this pharmaceutical giant trading at a discount, according to longtime value investor Bill Nygren.
What Warren Buffett said about Trump’s first trade war, as tariff threats fuel fears of another battle
Buffett opined at length in 2018 and 2019 about the trade conflicts that erupted during Donald Trump’s first term.
Activist Starboard has a stake in Healthcare Realty Trust. Two paths to create value emerge
Starboard Value disclosed a stake in Healthcare Realty Trust. The real estate investment trust is at an inflection point.
Best utilities to own in 2025 after breakout year for sector, according to KeyBanc
The utility sector could face headwinds from the inflationary policies favored by the incoming Trump administration, according to KeyBanc.