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☆ Wall Street remains confident on Microsoft's AI story despite weak guidance. Some say to buy the dip
▼ + stars: | 2024-10-31 | by ( Pia Singh | In | ) www.cnbc.com time to read: +4 min

Wall Street's bullish sentiment on Microsoft hasn't faded, even after the tech giant forecast disappointing revenue growth numbers. The company's revenue increased 16% year over year in the quarter, and its net income rose 11% during the period compared to the year-ago quarter. That forecast led shares to slip nearly 4% in premarket trading, despite the company's strong earnings performance. That would be the company's fastest ever AI-related revenue growth rate. Barclays, which has one of the lowest price objectives on Wall Street, said it sees Microsoft shares being "range bound" in the short term.

Persons: Morgan Stanley —, Bernstein, Morgan Stanley, Keith Weiss, Weiss, Kirk Materne, Materne, Raimo Lenschow Organizations: Microsoft, LSEG, JPMorgan, Bank of America, Barclays, Citi, 25X, Investors Locations: Wells

Meanwhile, Jefferies began coverage of Reddit with a buy rating and a price target of $90. Champine said the Federal Reserve lowering interest rates was a driving force for the price target changes. Analyst William Kerr initiated coverage of the pet ecommerce retailer with a buy rating and $38 price target. RBLX YTD mountain RBLX in 2024 — Alex Harring 5:50 a.m.: Citi says UPS is a buy Buy the dip on UPS shares, according to Citi. Analyst Ariel Rosa initiated the delivery giant with a buy rating and a price target of $162.

Persons: Jefferies, Laura Champine, Champine, Helene, Milton, Lowe's, — Alex Harring, Piper Sandler downgrades Blackstone Piper Sandler, Crispin Love, Love, Blackstone, Morgan Stanley, Sanjit Singh, Singh, Alex Harring, TD Cowen, William Kerr, Kerr, Benjamin Soff, Soff, Ken Gawrelski, Gawrelski, Roblox, Ariel Rosa, Rosa, — Fred Imbert, John Colantuoni, Colantuoni, EBITDA Organizations: CNBC, Wednesday, Citi, UPS, Capital, Federal Reserve, Blackstone, Industry, Deutsche Bank, New York Times, Amazon Logistics, Walmart Locations: Wells, China, Tuesday's

☆ Here are Monday's biggest analyst calls: Tesla, Nvidia, Apple, Oracle, Carvana, Micron, Sprouts, Zillow, Coca-Cola & more
▼ + stars: | 2024-09-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are the biggest calls on Wall Street on Monday: Evercore ISI reiterates Alphabet as outperform Evercore says it's sticking with shares of the search giant. Morgan Stanley reiterates Micron as equal weight Morgan Stanley lowered its price target on the stock to $100 per share from $140. Morgan Stanley reiterates Tesla overweight Morgan Stanley says it's sticking with its overweight rating heading into Tesla's robotaxi day on Oct. 10. Morgan Stanley upgrades Ase Technology to overweight from equal weight Morgan Stanley said in its upgrade of Ase that the chipmaker's stock is defensive. Morgan Stanley upgrades Chart Industries to overweight from equal weight Morgan Stanley says the gas liquefication company has "significant exposure to both energy transition and renewables as well as traditional energy."

Persons: Evercore, Morgan Stanley, Tesla, Simon, Eaton, Wells, Pro Max, Carvana Evercore, Jack Sinclair, Curtis Valentine, Merchant Scott Neal, BTIG, Truist, Melius Organizations: DOJ, Micron, Technology, Industries, Citi, downgrades Colgate, Palmolive, CL, Barclays, GE, GE Vernova, JPMorgan, Apple, Pro, Ally, Mizuho, Oracle, " Bank of America, Nvidia, Bank of America Locations: Tesla's, Staples

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Persons: Merrill, You'll, you'll, There's, You've, Chase Organizations: Business Insider, Citi, Premier, Bank of America, of America, Bank of America's, Bank of America Travel Center, TSA, Travel Insurance, The, The Bank of America, Merrill, Bank, America, Travel, Citi Strata Premier ℠, Citi Premier, Chase, Chevron, Business

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Persons: Insider's, Miles, LifeMiles, Smiles, Virgin Red Wyndham, you'll, you've, Chase, Chase Sapphire cardholders, Amex Organizations: Business, Business †, Fort, Dulles, Travelers, Capital, One, Premier, Capital One Entertainment, Walmart, Venture, Uber, Target, Aeromexico Club, Air Canada, Air France, KLM, Blue, British Airways Executive Club, Cathay, Emirates, Etihad, Qantas Frequent, TAP Air Portugal Miles, Turkish Airlines Miles, Virgin, Virgin Red Wyndham Rewards, Singapore Airlines, United Airlines, Air, PayPal, Amazon, American Express Locations: Dallas, Fort Worth, DFW, Denver, Washington, Cathay Pacific Asia, Singapore, East Coast, Hawaii, Aeroplan, Air Canada, Western Europe, Wyndham, Rocky, Vacasa, Capital, Chevron

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Persons: There's, It's, you'll, You'll, you've Organizations: Business, Bank of America, Bank of America Business, Bank of America Travel, American Express, Amex, Bank of America Travel Center, of America, Bars, Merrill, Bank, Bank of, Mastercard, Chevron

☆ Here are Monday's biggest analyst calls: Tesla, Nvidia, Verizon, Apple, McDonald's, Birkenstock, AT&T, Meta & more
▼ + stars: | 2024-07-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Morgan Stanley reiterates Nvidia as overweight Morgan Stanley raised its price target on the stock to $144 per share from $116. "We are initiating coverage of Gauzy with a Buy rating and $18 12-month price target." Wells Fargo reiterates McDonald's as overweight Wells said it's standing by its overweight rating on shares of McDonald's. "We initiate coverage on Amkor Technology (AMKR, $10B market cap) with an Overweight rating and Dec-25 price target of $48." Raymond James reiterates Meta as strong buy Raymond James raised its price target on Meta to $600 per share from $550.

Persons: Morgan Stanley, Goldman Sachs, Goldman, it's, BIRK, ramping, Stifel, Wells, Tesla, JMP, Academy's, Piper Sandler, Piper, TD Cowen, W.R, Berkley, Snowflake, Raymond James, Rivian, Meta Organizations: UBS, Apple, Verizon, AT, Gannett, JMP, Sports, JPMorgan, Amkor Technology, Deutsche Bank, Walmart, Deutsche, Exchange, ICE, RBC, NextEra Energy Partners, Fox Corp, EV, Meta Locations: China, Taiwan, Asia, TFX, McDonald's, Rivian

☆ Evercore ISI upgrades its S&P 500 outlook to the highest on Wall Street as it says the AI revolution is just getting started
▼ + stars: | 2024-06-17 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

The firm raised its year-end S&P 500 target to 6,000 and said the index could hit 7,000 by 2025. Evercore strategist and managing director Julian Emanuel increased his year-end S&P 500 price target to a new high on Wall Street at 6,000 in a note on Sunday. Emanuel forecasts S&P 500 EPS growth of 8% and 5% in 2024 and 2025, respectively. The S&P 500 trading at 6,000 would imply a 25x trailing 12-month price-to-earnings multiple based on Emanuel's EPS estimate of $238 per share. AdvertisementIf the high valuation multiples persist, the S&P 500 could rise 31% to 7,000 by the end of 2025.

Persons: —, Julian Emanuel, Emanuel, it's, Tom Lee Organizations: ISI, Service

☆ Super Micro Computer shares were choppy after Nvidia earnings. Here's where analysts see it going
▼ + stars: | 2024-05-28 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Super Micro Computer emerged as an investor darling early this year, as Wall Street unearthed the stock, driving it higher with gains that rivalled even Nvidia's. After Nvidia reported blockbuster earnings last Wednesday, Super Micro's shares were rocky again. The prominence of data centers in the AI boom is another tailwind for Super Micro, BofA noted, given the cooling needs of such centers. BofA reiterated its buy rating on Super Micro, giving it a price target of $1,090, or potential upside of about 23%. In a May 20 note, JPMorgan said it has an overweight rating on Super Micro.

Persons: BofA, Supermicro, Paul Meeks, Meeks, JPMorgan, — CNBC's Michael Bloom Organizations: Micro, Super, Nvidia, Wall, Portfolio Management, CNBC, JPMorgan, Intel, AMD Locations: United States

☆ 'We have real, structural problems': Brace for geopolitical drama and another chaotic election season by hedging with commodities and buying a tiny stock with 500% upside, says a hedge fund manager up
▼ + stars: | 2024-05-07 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Read previewThe performance of hedge fund manager Harris Kupperman's Praetorian Capital Fund is proof that being pessimistic can pay off — even when the economy grows and stocks rise. Since launching at the start of 2019, Kupperman's fund is up an astounding 891.1% net of fees through March 31. AdvertisementBesides budget headaches, the hedge fund manager is wary of escalating political tensions at home and abroad. How to build a crisis-resistant portfolioThe hedge fund manager's blueprint for game plan scoring gains in a shaky backdrop with persistent inflation centers around commodities. A-Mark has consistently generated mid-single-digit earnings per share in recent years, though the hedge fund manager said that could easily rise to $10 as interest in precious metals rises.

Persons: —, Harris Kupperman's, , Kupperman, Washington, He's, there's, Precious Metals, Mark Organizations: Service, Capital Fund, Business Locations: cryptocurrencies, East, Ukraine, China

☆ Starbucks gets a price target cut after a brutal quarterly miss and light guidance
▼ + stars: | 2024-04-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

In Starbucks' international segment, comparable store sales fell 6% and missed estimates of 0.5% growth. The street was looking for flat comparable sales in China, according to FactSet. China comparable sales are expected to decline by a single-digit percentage versus expectations of low single-digit growth in the second quarter through the fourth quarter. Global net new store growth was tweaked down from 6% to 7%. That's due to slower China store openings, which was revised to 12% growth from 13%.

Persons: Laxman Narasimhan, Dunkin, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Revenue, Starbucks, Bros, McDonalds, Wall Street, Global, CNBC, Getty Locations: China, United States, North America, Latin America, Asia, Japan, Manhattan , New York City

☆ Bernstein says 'be like Buffett' and buy Apple shares while they are cheap, upgrades to outperform
▼ + stars: | 2024-04-29 | by ( John Melloy | ) www.cnbc.com time to read: +5 min

Bernstein upgraded shares of Apple on Monday, saying they had fallen too far on fears of sluggish iPhone 15 sales and overall weak revenue in China. Bernstein upgraded Apple to outperform from market perform and kept its $195 price target, representing 15% upside from here. Sacconaghi's upgrade note, which he titled, "Buy the fear," comes before Apple reports earnings Thursday evening. Bernstein also cites that history shows it pays to buy Apple shares in the three months ahead of a new iPhone launch, noting that the stock has outperformed in 15 of those past 17 periods. Bernstein upgraded Apple to outperform from market perform and kept its $195 price target, representing 15% upside from here.

Persons: Bernstein, Buffett, Warren Buffett, Toni Sacconaghi, Berkshire Hathaway, YTD Bernstein, David A, CNBC Bernstein Organizations: Apple, Berkshire, Berkshire Hathaway, Grogan, CNBC Locations: China, Berkshire, Omaha , Nebraska

☆ Welcome to Nvidia's super chip era
▼ + stars: | 2024-03-19 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +5 min

Jensen Huang declared the start of the "super-chip" era on Monday. The Nvidia CEO ushered in a new phase for his sector by unveiling a new breed of chips to power AI. And promises to power AI models on the trillion-parameter scale instead of the multi-billion-parameter scale of models like Meta's Llama 2. — Pedro Domingos (@pmddomingos) March 18, 2024It indicates just how much more buzz Nvidia hopes to generate in its "super-chip" era. Huang is clear though that the "super-chip" era is here.

Persons: Jensen Huang, Mark Zuckerberg, Sam Altman, —, George Lucas, Trevor Noah, Kendrick Lamar, ChatGPT, Huang, Lisa Su, It's, Blackwell, Michael Dell, Satya Nadella, Elon Musk, Larry Ellison, Andy Jassy, Altman, Zuckerberg, Pedro Domingos, Jensen, — Pedro Domingos Organizations: Nvidia, Service, Woodstock, ChatGPT, AMD, Big Tech, University of Washington Locations: San Jose, Santa Clara, Silicon Valley, @pmddomingos

☆ Bank of America's top global strategist shares 4 signs that a bubble continues to grow in US stocks — and 4 indicators to know when to get out of the market
▼ + stars: | 2024-03-09 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

Bank of AmericaIn the note, Hartnett laid out more evidence that a bubble could be developing in stocks. The current real 10-year rate is 1.6%, according to Fed data. Hartnett said a falling number of job quitters shows a weakening labor market, hence the Fed's apparent willingness to cut rates soon. February's inflation data will be released next week, but January's data showed that prices are still rising at a pesky pace of 3.1%, above the Fed's stated goal of 2%. Whether a Fed pivot is a good thing for investors depends on just how cool labor market data becomes.

Persons: —, Michael Hartnett, Hartnett, quitters, Alejandra Grindal, Ned Davis, it's, Grindal Organizations: Service, Bank of America, Business, PHLX Semiconductor, Nasdaq, Semiconductor, Apple, Microsoft, Nvidia, Tesla, Meta, Bank of America's, Bureau of Labor Statistics, Ned, Ned Davis Research

☆ These stocks have upside heading into earnings ahead, Bank of America says
▼ + stars: | 2024-02-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

CNBC Pro combed through Bank of America research to find attractive stocks heading into earnings. Global Payments Analyst Jason Kupferberg is doubling down on shares of the payment processing company heading into earnings on Feb. 14 . "If executed well, we still think integrations between ESPN's media app and ESPN Bet could drive sustainable high-single-digit market share," he said. "We are Buy rated on PENN given stable regional gaming trends and upside opportunity from ESPN Bet," Kelley wrote. … While disappointing at face, turnarounds are never a straight line and we think investor expectations for PENN & ESPN Bet remain low.

Persons: it's, there's, Jason Kupferberg, Kupferberg, GPN, Tal Liani, Liani, Shaun Kelley, that's, Kelley, Penn Organizations: Nvidia, Bank of America, CNBC, Arista Networks, Penn Entertainment, Global, Arista, Microsoft, TAM, Penn, ESPN, ESPN Bet, PENN, SG, Enterprise, SAP, VMWare, Dell, Penn Ent, Interactive, … Locations: Bank, CY25, 2H24

☆ Wall Street made bold calls on 4 of our stocks this week. Here's where we stand
▼ + stars: | 2024-01-13 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Wall Street analysts revealed bold predictions on four portfolio stocks this week, as investors digested the latest inflation data and December earnings season kicked off. Morgan Stanley Wall Street's take: HSBC cut Morgan Stanley's rating to hold from buy on Monday, citing weaker guidance for the firm's wealth management business. MS 1Y mountain Morgan Stanley 1 year The Club's take: We don't blame analysts for stepping to the sidelines. Still, Morgan Stanley has strong growth prospects from its investment banking segment, a business we see improving on a better macroeconomic outlook and a pickup in deal activity. Palo Alto Networks Wall Street's take: Morgan Stanley named Palo Alto Networks the bank's top cybersecurity pick on Wednesday.

Persons: Here's, Morgan Stanley Wall, Morgan Stanley, Apple's, FCF, We've, Baird, Price, Marc Benioff, shouldn't, Jim Cramer's, Jim Cramer, Jim, Brendan Mcdermid Organizations: HSBC, Morgan, Bank, Management, Apple, Palo, Palo Alto Networks, 22X, CNBC, Traders, New York Stock Exchange Locations: CY24, CQ4, Palo, New York City, U.S

☆ Here are Thursday's biggest analyst calls: Nvidia, Amazon, Target, DoorDash, Intel, Plug Power & more
▼ + stars: | 2023-11-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Bank of America reiterates Roblox as buy Bank of America said the stock is becoming "more investable." Deutsche Bank initiates Wayfair as buy Deutsche said in its initiation of the stock that it's a "pure-play e-commerce leader." Deutsche Bank initiates DoorDash as buy Deutsche said in its initiation of the company that it has "superior unit economics." Bank of America initiates Gen Digital as buy Bank of America said it likes the cyber safety vendor. Goldman Sachs reiterates Amazon as buy Goldman said it sees an "underappreciated secular growth opportunity" for Amazon shares into next year. "

Persons: it's, Goldman Sachs, Goldman, 1QFY, Roblox, Price, Stifel, Baird, Catalent, 1HCY24, Piper Sandler, Piper, Philip Morris, Guggenheim, Wells, TD Cowen downgrades Organizations: UBS, Nvidia, Qs, Networks, Palo Alto Networks, 1QFY billings, billings, Bank of America, Products, Deutsche Bank, Deutsche, HSBC downgrades Altice, HSBC, Goodyear Tire, Goodyear, " Bank of America, ITT, of America, Aerospace & Defense, Digital, JPMorgan, Entertainment, Mizuho, Intel, AMD, Amazon, Citi, EV, TD Cowen downgrades Target Locations: HSBC downgrades Altice USA, China

☆ Earnings playbook: Your guide to trading another busy week of reports, including Apple and Pfizer
▼ + stars: | 2023-10-29 | by ( Fred Imbert | ) www.cnbc.com time to read: +6 min

About 30% of the S & P 500 is set to report earnings this week, bringing the reporting past the halfway mark. Monday McDonald's is set to report earnings before the bell, followed by a call with management at 8:30 a.m. What CNBC is watching: Pfizer is coming into this latest earnings report limping. What history shows: Starbucks only beats earnings expectations 55% of the time, according to Bespoke, but the stock averages a 0.5% gain on earnings days. What history shows: Apple shares tend to do well on earnings days, averaging a 1.3% advance, according to Bespoke.

Persons: It's, Oppenheimer, Brian Bittner, PFE, Kif Leswing, Cowen, Andrew Charles, bode, Tim Cook, — CNBC's Michael Bloom Organizations: Apple, Pfizer, Meta, CNBC, Investment, AMD, Nvidia, Starbucks, Corporate Locations: U.S, Covid, China

☆ Is the IPO market really opening up? Many companies may be unwilling to accept lower valuations
▼ + stars: | 2023-09-19 | by ( Bob Pisani | ) www.cnbc.com time to read: +6 min

Is the IPO market really opening up? Over the weekend, Goldman Sachs' chief U.S. equity strategist David Kostin said the IPO market was becoming more "normalized," meaning issuance was starting to pick up. That means investors are looking for 1) much lower valuations, and 2) profitability. How excited are they about this "reopening" and much lower valuations? Lower valuations for investors and venture capital The good news is, lower valuations give investors on the first day of trading a greater chance at making money after trading starts.

Persons: Goldman Sachs, David Kostin, Kostin, Goldman's Kostin, Eric Bellomo, PitchBook's, FactSet, Nizar Tarhuni, Instacart, Catalyst, Rowe Price, you'll, Goldman, What's, Nizar Organizations: DST Global Locations: IPOs

☆ Here are Friday's biggest analyst calls: Apple, GM, Amazon, Zoom, Arm, Rivian, Ford, Deere & more
▼ + stars: | 2023-09-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

HSBC initiates Zoom as buy HSBC said Zoom is the leader in video conferencing. HSBC initiates Deere as buy HSBC said in its initiation of Deere that it sees "upside in the cycle." HSBC initiates Salesforce as buy HSBC said in its initiation of the stock that it's a "margin expansion story." HSBC initiates Snowflake as buy HSBC said Snowflake is well positioned for AI. HSBC initiates Oracle a buy HSBC said in its initiation of Oracle it likes the company's cloud platform.

Persons: Morgan Stanley, Rivian, it's, TD Cowen, Needham, Piper Sandler, Piper, KEY's, Lauder, Redburn, Wolfe, Goldman Sachs, Goldman, Casella, Zoom, Snowflake, Northcoast, Apple, Salesforce, Ford Organizations: Bank of America, underperform Bank of America, HSBC, Anheuser, Busch InBev, UBS, WWE, UFC, Systems, Moffett, Deere, Oracle, of America, Amazon, Apple, Lenovo, Adobe, General Motors, Ford, GM, UAW Locations: Americas, 2H23, North America, U.S, China

☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, FedEx, Match, Ford, Amazon, Microsoft and more
▼ + stars: | 2023-09-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by its overweight rating after Apple's iPhone event Tuesday. F (Buy) earnings more resilient than appreciated driven by Pro business." Morgan Stanley reiterates Darden as overweight Morgan Stanley said it's bullish heading into the owner of Red Lobster's earnings next week. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's standing by its recent upgrade of the stock despite investor pushback. TD Cowen reiterates FedEx as outperform TD Cowen said it's cautiously optimistic heading into FedEx earnings next week.

Persons: Morgan Stanley, Apple, it's, BEV, Darden, Red, Commerce Max, Tesla, pushback, Michael Kors, Guggenheim, TD Cowen, Hershey, Cowen, Bernstein, Roth, Roth MKM, BTIG, Lennar, F3Q, Needham Organizations: JPMorgan, UBS, Ford, General Motors, Pro, Citi, Commerce, JPMorgan downgrades Oracle, WWE, UFC, Holdings, NYSE, Microsoft, FedEx, " Bank of America, Garden Entertainment, Bank of America, YouTube Locations: China, Capri, Lennar, GOOGL

☆ Here are Monday's biggest analyst calls: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & more
▼ + stars: | 2023-08-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

UBS reiterates Netflix as buy UBS said it's standing by its buy rating on shares of the streaming giant. Morgan Stanley reiterates Ambarella as overweight Morgan Stanley said it's bullish on shares of the semiconductor company heading into earnings this week. " UBS reiterates Disney as buy UBS said it's standing by its buy rating on shares of the entertainment giant. Morgan Stanley downgrades CrowdStrike to equal weight from overweight Morgan Stanley said it's cautious heading into earnings later this week. Morgan Stanley names LifeStance Health Group a top pick Morgan Stanley said shares of the behavioral health company are compelling.

Persons: Tesla, Canaccord, it's bullish, it's, Morgan Stanley, Ambarella, JMP, Piper Sandler, Piper, Bernstein, L3Harris, Evercore, Jefferies, Morgan Stanley downgrades CrowdStrike, Zimmer, BTIG, Wells, Dwight, Truist, Wolfe, Stifel, defensives Organizations: UBS, Netflix, Disney, Pagaya Technologies, MCW, OW, JetBlue, " Bank of America, Bank of America, Akero Therapeutics, RBC, Tetra Tech, Tech, Amazon, LifeStance Health, Mobility, UGI Corporation, TAM, Nike, NIKE, Endeavor Group, Media, Entertainment, Costco, AutoZone, Walmart Locations: China, Underperform, ORLY

☆ Here are Wednesday's biggest analyst calls: Netflix, Apple, Dick's, Meta, Amazon, Charles Schwab & more
▼ + stars: | 2023-08-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: Deutsche Bank reiterates Charles Schwab as buy Deutsche said it sees an even "more" attractive risk/reward for Schwab shares after Tuesday's sell-off. Morgan Stanley reiterates Apple as overweight Morgan Stanley said Apple has "surpassed MSFT as the most under-owned large-cap tech stock exiting the second-quarter." Bank of America reiterates Meta as buy Bank of America said it sees more upside for shares of Meta. Bank of America reiterates Five Below as buy Bank of America said it's standing by shares of the discount retailer. Bank of America downgrades Dick's to neutral from buy Bank of America downgraded the stock after its disappointing earnings report Tuesday.

Persons: Charles Schwab, Schwab, SCHW, Wells Fargo, Wells, Morgan Stanley, Apple, Oppenheimer, Brown, Forman, GM headwinds, Edward Jones, DUK, Avery Dennison, Davidson, Goldman Sachs, Goldman, Susquehanna, Marvell Organizations: Deutsche Bank, Deutsche, Signet, Netflix, GM, Edward, Bank of America, Meta, Barclays, Duke Energy, JPMorgan, UBS, " Bank of America, Infosys, India IT, Marvell Locations: AAPL, 4Q23, Louisiana, Pacific, LPX, India

☆ A look at single-stock ETFs one year in
▼ + stars: | 2023-08-19 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

GraniteShares rolled out its first batch of single-stock ETFs in August 2022 with products tracking mainstay names Tesla, Apple and Coinbase. While its 1.25x Long Tsla Daily ETF (TSL) and 1.75x Long AAPL Daily ETF (AAPB) have logged considerable gains in 2023, the Coinbase rally has pushed its 1.5x Long COIN Daily ETF (CONL) up 123% year to date. Because single-stock products are leveraged, Rhind said that the products lend themselves more to short-term activity and exposures. GraniteShares 1.5x Long NVDA Daily ETF (NVDL) has emerged as the outperformer of the firm's lineup, up more than 349% this year. Nadig added that investors can expect to see more single-stock ETFs coming to the market, but it's up to investor interest and market trends to ultimately bolster activity.

Persons: Will Rhind, Courtney Reagan, Rhind, Dave Nadig, Nadig Organizations: Apple

☆ Here’s the trade on Rivian ahead of earnings, according to top analysts
▼ + stars: | 2023-08-08 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

After weaker-than-expected quarterly results from luxury electric vehicle maker Lucid , analysts are now turning their attention to rival Rivian . Analysts polled by FactSet are forecasting an adjusted loss of $1.43 per share on $1.1 billion in revenue. Still, analysts remain bullish on Rivian ahead of its earnings release. Meanwhile, Morgan Stanley's Adam Jonas reiterated an overweight rating on Rivian in a July 7 note, accompanied by a $24 per share price target. Elsewhere, DA Davidson's Michael Shlisky is neutral on Rivian after an upgrade from underperform July 5, with an $18 per share price target that equates to about 26% downside.

Persons: Rivian, Needham's Chris Pierce, Pierce, Morgan Stanley's Adam Jonas, Jonas, Vijay Rakesh, Rakesh, Michael Shlisky, Mercedes EQB, Shlisky, — CNBC's Michael Bloom Organizations: FactSet, Wall, EV, Mizuho Securities

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