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☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Salesforce, Chevron, Dell, Snowflake, Netflix & more
▼ + stars: | 2024-11-21 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Goldman Sachs downgrades XPeng to neutral from buy Goldman downgraded the China EV company mainly on valuation. Goldman Sachs reiterates Chevron as buy Goldman raised its price target on the stock to $170 per share from $167. Goldman Sachs initiates Merus Therapeutics as buy Goldman said the biotech company has "best-in-class" potential. Goldman Sachs reiterates Snowflake as buy The firm said it likes the company's "strong execution" following earnings on Wednesday. Goldman Sachs reiterates Salesforce as buy Goldman said it's sticking with shares of Salesforce.

Persons: Goldman Sachs, Morgan Stanley, Rosenblatt, William Blair downgrades Ulta, William Blair, XPeng, Goldman, Wells, Jake Paul, Mike Tyson, Dell, Snowflake, Tesla, TJX, Salesforce Organizations: Nvidia, UMB, Palo Alto Networks, Palo, China EV, GE, Bank of America, Netflix, Citi, Energy, Chevron, Barclays, Royal Bank of Canada, Merus Therapeutics, " Bank of America, JPMorgan, Networks, Palo Alto, TJX Companies Locations: Ulta, XPeng, Canada, Shanghai, Salesforce

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Netflix, Microsoft, Robinhood, Amazon, Dell, Chewy & more
▼ + stars: | 2024-11-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Wednesday's biggest calls on Wall Street: Loop reiterates Nvidia as buy The firm said it's standing by the stock heading into earnings on Wednesday. "We see more upside potential and are moving up our target price to $51 from $30. Pivotal reiterates Netflix as buy Pivotal raised its price target on Netflix to a Street high $1,100 from $925. Goldman Sachs reiterates Microsoft as buy Goldman said it's standing by the stock following the company's Ignite Conference in Chicago on Tuesday. Citi downgrades Target to neutral from buy The firm downgraded the stock following earnings on Wednesday morning and says it's losing share.

Persons: NVDA, hasn't, Bernstein, Robinhood, HOOD, Tyson, Paul, Apple, Goldman Sachs, Goldman, Piper Sandler, Piper, Morgan Stanley, it's, DELL, qtr, Guggenheim, Oppenheimer, JPMorgan Chase, Cava Organizations: Nvidia, Deutsche Bank, Gaming, Leisure Properties, Deutsche, Netflix, Bank of America, Walmart, Microsoft, Adobe, JPMorgan, Dell, of America, Underperform, Trump, Barclays, Newell Brands, Citi, Target, TGT, HSBC Locations: Chicago

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Meta, Uber, Netflix, Apollo, Datadog & more
▼ + stars: | 2024-11-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple, Microsoft and Meta as overweight The firm says "mega-cap tech under-ownership narrows" in the third-quarter but that it's sticking with all three stocks. " UBS upgrades Comfort Systems to buy from neutral UBS says the HVAC company is a beneficiary in tech and data center cooling. UBS upgrades American Water Works to buy from neutral UBS says it sees "consistent" total returns for the water company. " Jefferies reiterates Netflix as buy The firm raised its price target on the stock to $1,000 per share from $800. TD Cowen names Datadog a best idea The firm says the stock is a top idea in 2025.

Persons: Stifel, it's, Morgan Stanley, Okta, –, Jefferies, Uber, Needham, Joby, Piper Sandler downgrades Kraft Heinz, Piper, Kraft Heinz, Piper Sandler, Paul, Tyson, NFLX, TD Cowen, United, Datadog, Scott Thomson, it's bullish Organizations: Nvidia, Apple, Microsoft, Barclays, UBS, Comfort Systems, Works, Edison Electric, Kraft, Apollo, TAM, Netflix, Bank of America, Bank of, Scotiabank, JPMorgan Locations: Bank of Nova Scotia, robotaxis

☆ Here are Monday's biggest analyst calls: Nvidia, Netflix, Tesla, Roku, Moderna, CVS, Alphabet, Robinhood & more
▼ + stars: | 2024-11-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Oppenheimer reiterates Netflix as outperform Oppenheimer said the Jake Paul-Mike Tyson fight "demonstrates [the] ability for meaningful" live event viewership for Netflix. Goldman Sachs initiates Ingram Micro as buy Goldman said the IT solutions provider is well positioned. Goldman Sachs initiates Gatx as buy Goldman said it's bullish on the railcar company. Baird upgrades Roku to outperform from neutral Baird said in its upgrade of Roku that it sees an "attractive long-term opportunity." Needham upgrades Robin Hood to buy from hold Needham said the stock is a beneficiary of the Trump election.

Persons: Oppenheimer, Jake Paul, Mike Tyson, it's bullish, Goldman Sachs, Ingram, Goldman, Baird, Morgan Stanley, Raymond James, Wells, Needham, Biogen, it's, Robin Hood, Trump, Donald Trump's, Bernstein, Tesla Organizations: Netflix, Citi, Astera, Ingram, GATX Corporation, RBC, UBS, Franco, Wheaton Precious Metals, WPM, HSBC, Moderna, Air Products, Hewlett Packard Enterprise, Enterprise, Aetna, Bank of America, Nvidia, " Bank of America, DOJ, Google, BMO, SEC, EV Locations: Nevada, Asia

☆ King Arthur left an ancient trail across Britain. Experts say it offers clues about the truth behind the myth
▼ + stars: | 2024-11-16 | by ( Julia Buckley | ) edition.cnn.com time to read: +19 min

Today, he is best associated with Tintagel Castle, where remains of a settlement dating back to the fifth century perch strikingly on an islet off the wild coast of Cornwall. Bettmann Archive/Getty ImagesFor Stoyle, it’s likely that the myth of Arthur has at least its roots in fact. This Arthur was played by Clive Owen in the 2004 film, “King Arthur,” alongside Keira Knightley as Guinevere. The sixth-century “Artognou stone," discovered in 1998, has linked Tintagel with King Arthur for some scholars, though others dismiss it. Of course, medieval history writers were fast and loose with the facts.

Persons: CNN —, He’s, King Arthur, —, Arthur’s, Arthur, France —, Tintagel, Merlin, they’d, There’s, who’ve, Mark Stoyle, Brittany —, ”, Stoyle, “, Guinevere, Lancelot, Clive Owen, “ King Arthur, Keira Knightley, Gandalf, Dumbledore, Glastonbury Abby, Grant, indelibly, JFK's, Harvey Georges, Pierre Vinet, Sam Morgan Moore, Ben Birchall, Arthur . PaulMaguire, Keira Knghtley, Jonathan Hession, Gerhard Zwerger, King Arthur Prev, Geoffrey of Monmouth, Geoffrey —, Camelot —, Geoffrey, Mordred, Win Scutt, Earl Richard, Prince William . “ Earl Richard, Britain —, ” “ It’s, Arthur —, Scutt, Nicholas J, Higham, ” Higham, J.R.R, Tolkien —, laud, Gildas — “, ” Henry VIII, superfan Henry VIII, Oli Scarff, England’s King Henry VII, Richard III, he’d, –, Prince, Wales — Arthur, Henry’s, England, Henry VIII, Henry, David’s, Elizabeth I, Stuart, Arthurs, ” Scutt Organizations: CNN, Celtic, Camelot, Cornwall Glastonbury, Wales Cadbury, Glastonbury Tor, Cadbury, Glastonbury Abbey, UK’s University of Southampton, Bettmann, Disney, Cornish, Bank, Getty, Royal Mail, Walt Disney Pictures, Avalon, English Heritage, University of Manchester, Britons, Glastonbury Locations: England, Europe, Britain, Scandinavia, Germany, France, Wales, Cornwall, southwesternmost, Tintagel, Tintagel Castle, Cornwall Glastonbury Abbey , Somerset Caerleon Castle, Wyddfa, Wales Cadbury Castle , Somerset Slaughterbridge, Island, Wales Winchester Castle, Hampshire, Edinburgh, Somerset, Caerleon Castle, Camelot, Mount Snowdon, Barfog, Glastonbury, Baschurch, Shropshire, Mynydd y Gaer, Bodmin, Las Vegas, Winchester, Caerleon, Cornwall’s, Avalon, Cornish, Greece, Turkey, London, Higham, AFP, Brittany, Ludlow, St

☆ Here are Thursday's biggest analyst calls: Nvidia, Netflix, Amazon, Microsoft, Tesla, Meta, Campbell Soup and more
▼ + stars: | 2024-11-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Thursday's biggest calls on Wall Street: Citi initiates Gilead Sciences as buy The firm said it is bullish on the biotech company's HIV franchise. Piper Sandler upgrades Campbell Soup to overweight from neutral Piper Sandler said it sees an attractive entry point for the stock. UBS initiates Cogent as buy The firm said it sees meaningful revenue acceleration for the internet services company. Jefferies reiterates Tesla as hold The firm raised its price target on the stock to $300 per share from $195. Morgan Stanley reiterates Meta as overweight The firm said Meta is a major artificial intelligence beneficiary. "

Persons: Piper Sandler, Campbell, Oppenheimer, Jefferies, Tesla, Morgan Stanley, Papa, KeyBanc, Papa John's, BXP, Wells, Wells Fargo, BURL, Meta, Needham, Eli Lilly's Organizations: Citi, Gilead Sciences, HIV, SOVO, UBS, Nvidia, Bank of America, Neutral Bank of America, ISI, Papa Johns International, Company, JPMorgan, Medicines, 3Q, Netflix, Barclays, Airlines, FDA, Novo Nordisk, Microsoft Locations: Europe, Asia, Africa, America, Manhattan, Burlington

☆ Why now may be a good opportunity to buy these bonds — and earn tax-free income
▼ + stars: | 2024-11-13 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

"Investors should take advantage as munis are poised to deliver good performance into year-end and 2025, in our view," he added. Interest income from municipal bonds is free of federal income taxes. Further, if the investor resides in the same state that issues the bond, the interest income can be exempt from state taxes. Both of those tax cuts could reduce muni bond demand, Li said. As for any potential changes in the individual tax rate, UBS' Mukherjee doesn't necessarily see a big impact on demand.

Persons: Sudip Mukherjee, Mukherjee, Yingchen Li, Trump, Li, Donald Trump, Bank of America's Li, downgrades Organizations: Federal, UBS Global Wealth Management, Bank of America, muni, Republicans, Senate, Democrats, GOP, UBS, Investment, Bank of America's

☆ Here are Wednesday's biggest analyst calls: Apple, Micron, Tesla, Instacart, Spotify, Netflix, Cava, Target and more
▼ + stars: | 2024-11-13 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Evercore ISI downgrades Caterpillar to in line from outperform The firm said it sees earnings per share risk for Caterpillar. Barclays reiterates Instacart as overweight The firm said it is sticking with its overweight rating following earnings. " Telsey reiterates Target as outperform Telsey says it is sticking with its outperform rating on Target ahead of earnings next week. Jefferies reiterates Netflix as buy The firm said the latest report of monthly active users for Netflix weakens the bear case. " TD Cowen reiterates Cava as buy The firm said Cava had a "flawless" third quarter.

Persons: Oppenheimer, William M, Brown, reallocating, Wells, Morgan Stanley, Telsey, Salesforce, verticals, Jefferies, Piper Sandler, Wedbush, Tesla, Donald Trump, Elon Musk, TD Cowen, Cava Organizations: Caterpillar, CAT, UBS, DTC, Bank United, Bank, Solutions Holdings, C Insurance, Barclays, CART, Starbucks, Bank of America, Netflix, MAUs, Micron, Apple, ISI, Services, Department of Government, White, Trump Locations: 3Q24, FCF

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Meta, Snowflake, Walmart, Wells Fargo, Alphabet & more
▼ + stars: | 2024-11-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates NXP Semiconductor as buy The firm said it's bullish on the semiconductor company. Morgan Stanley reiterates Walmart as overweight Morgan Stanley raised its price target on the stock to $89 per share from $82 ahead of earnings next week. Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with the stock heading into a Trump administration. Morgan Stanley upgrades International Flavors to overweight from equal weight Morgan Stanley said in its upgrade of International Flavors that the fragrance and spice company is undervalued. Morgan Stanley upgrades Viking to overweight from equal weight Morgan Stanley said it sees an attractive entry point for the cruise company.

Persons: it's bullish, NXPI, Mizuho, it's, Morgan Stanley, WMT, Tesla, VIK, Redburn, Ross, Robinson, Wells, Bristol Myers, MoffettNathanson, D.A, Davidson, Snowflake Organizations: Semiconductor, NXP Semiconductor, Nvidia, Mizuho, TAM, 4Q, Citi, Deutsche Bank, Deutsche, " Bank of America, & Co, Bank of America, Apple Locations: eCommerce, VIK, OW, Wells Fargo, Bristol

☆ Want to cash in on China's stimulus? Here's what the pros expect next
▼ + stars: | 2024-11-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Chinese markets are back in the spotlight after a slew of government stimulus measures over recent weeks. "I think the right way of looking at what China's up to, really, is to see it as a process," he told CNBC's "Street Signs Asia" on Monday. His comments come as China's Ministry of Finance signaled Friday that more fiscal support could come next year . Stocks to watch As investors ponder how to navigate the Chinese market, Bernstein said there are attractive opportunities in "growth and high volume stocks [aligned] with policy led rebound." Both Tencent and Meituan trade on the Hong Kong Exchange and in the U.S. as American Depository Receipts (ADR) under the ticker TCEHY and MPNGY .

Persons: Jordan, CNBC's, we've, Paul Cavey, Donald Trump, Carey, Stocks, Bernstein, — CNBC's Evelyn Cheng, Michael Bloom Organizations: Pella Funds, Ministry, Finance, Asia Econ, Healthcare, China Internet, Hong, Hong Kong Exchange Locations: Pella, Asia, Real Estate, downgrades, China, Hong Kong, Tencent, U.S

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Dell and more
▼ + stars: | 2024-11-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Piper Sandler names Nvidia a top pick The firm said Nvidia is a new top pick. Morgan Stanley reiterates Dell as overweight Morgan Stanley raised its price target on Dell to $154 per share from $136. Morgan Stanley reiterates Nvidia as overweight The firm raised its price target on Nvidia to $160 per share from $150. Wedbush reiterates Tesla as outperform The firm said Tesla remains well positioned. "We are raising our price target on Tesla to $400 from $300 as we believe the Trump White House win will be a gamechanger for the autonomous and AI story for Tesla and Musk over the coming years."

Persons: Wedbush, Piper Sandler, Bernstein, BURL, Morgan Stanley, Dell, DELL, Wolfe, underperform Wolfe, We've, WBD, Blackwell, Cabot, Tesla, Raymond James downgrades Bloomin, Raymond James Organizations: UBS, Vale, Nvidia, Blackwell, Citi, Apple, JPMorgan, Dell, Warner Bros, NBA, Deutsche Bank, Cisco, Orion, Trump White House, Bank of America Locations: China, Burlington, Brazil

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Home Depot, Domino's, Wingstop, Warby Parker, Rivian, Bank of America & more
▼ + stars: | 2024-11-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Jefferies reiterates Nvidia and Marvell as buy The firm says the two chipmakers still have the most upside. Citi upgrades Bank of America to buy from neutral Citi says the bank could be a beneficiary of lighter regulation. Bank of America downgrades Rivian to neutral from buy Bank of America said it sees regulatory risk under a Trump administration. Bank of America upgrades Teledyne Technologies to buy from neutral The firm says it sees upside ahead for the industrial conglomerate. Goldman Sachs upgrades Wingstop to buy from neutral The firm says the wings restaurant has "best-in-class" growth.

Persons: William Blair, Warby Parker, Bernstein, Apple, Lowe's, Jefferies, Goldman Sachs, Sweetgreen, Goldman, outperformance, it's bullish, BNTX, Oppenheimer, Piper Sandler, Wells, Airbnb, Gross, Trump, TDY Organizations: Apple, Apple Intelligence, Nvidia, Marvell, Enterprise, JPMorgan, China EV, Catalyst, Holdings, Barclays downgrades, Body, Citi, U.S, Deutsche Bank, UBS, Molson Coors, OW, Bank of America, Trump Administration, " Bank of America, Teledyne Technologies Locations: AVGO, 4Q24, DPZ, UW

☆ Baird downgrades JPMorgan Chase to sell, sees stock dropping nearly 20%
▼ + stars: | 2024-11-07 | by ( Sean Conlon | ) www.cnbc.com time to read: +1 min

Analyst David George downgraded the stock to underperform from neutral. He believes that JPMorgan is over-earning on both net interest income and credit and finds the stock expensive at current trading levels. "We know we are fighting the tape here, but believe it makes sense to sell the stock." JPM YTD mountain JPM, year-to-date George also noted that, even with a potentially more friendly regulatory environment under a second Trump administration, JPMorgan Chase may not grow its buyback program from here. LSEG data shows 15 of the 24 analysts covering the stock have a buy or strong buy rating.

Persons: Baird, David George, George, Trump, JPMorgan Chase, buybacks Organizations: JPMorgan Chase, JPMorgan

☆ Here are Thursday's biggest analyst calls of the day: Nvidia, Tesla, Duolingo, Disney, Allstate, & more
▼ + stars: | 2024-11-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Bank of America downgrades Solaredge to underperform from neutral Bank of America says Solaredge is at risk of tariffs in a Trump administration. Barclays downgrades Coty to underweight from equal weight Barclays downgraded the beauty stock following earnings and says it sees "strategy creep." Baird upgrades McKesson to outperform from neutral Baird upgraded the healthcare and medical supply company following earnings. JPMorgan upgrades Clearwater to overweight from neutral JPMorgan upgraded the software company following earnings. " Seaport downgrades Duolingo to neutral from buy The firm downgraded the language App company mainly on valuation following earnings.

Persons: Solaredge, Jefferies downgrades Palantir, Jefferies, PLTR, Bernstein, Ford, Morgan Stanley, Wolfe, it's, Trump, Coty, Schneider, Schneider National's, Apple, it's bullish, Max, Baird, MCK, JPM, CWAN, Guggenheim, Sunrun, Raymond James, Tesla Organizations: Barclays, Qualcomm, Bank of America, of America, Intelligence, Allstate, Nvidia, AMD, Coty, underperform Bank of America, Citi, Apple, Deutsche Bank, Disney, HC, JPMorgan, UBS, Vulcan, Guggenheim, Technologies, USM Locations: Trump, 1Q23, China, F4Q

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nike, Ferrari, Amazon, Instacart, Spotify & more
▼ + stars: | 2024-11-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Goldman Sachs reiterates Nvidia as buy Goldman said the stock is best positioned ahead of earnings later this month. JPMorgan upgrades Yum China to overweight from neutral JPMorgan upgraded the China operator of brands like KFC following earnings. Wedbush reiterates Tesla as outperform The firm said the EV maker is a big winner of a Trump presidency. Deutsche Bank reiterates Spotify as buy Deutsche said it's bullish heading into the streaming company's earnings report on November 12. JPMorgan downgrades Super Micro to underweight from neutral JPMorgan downgraded the stock following earnings citing too much regulatory uncertainty.

Persons: Bernstein, Apple, Goldman Sachs, Goldman, YUMC, Wedbush, Tesla, Trump, Jefferies, Raymond James, it's, Wells, BURL, Oppenheimer, TD Cowen downgrades Brown, Forman, Cowen, Needham, revs, Ferrari, it's bullish, Mizuho, Monness Crespi Hardt, Snowflake Organizations: Nvidia, JPMorgan, KFC, Trump, Ryman Hospitality, Citi, GE Healthcare, General Electric, Barclays, Tencent, Entertainment, Deutsche Bank, Spotify, Deutsche, Nike, Burlington, GAP, Super Micro, Services, UBS, Ferrari, Data Center, 2027E, Bank of America, of America Locations: China, 2Q24, Snowflake

☆ Here are Tuesday's biggest analyst calls: Apple, Microsoft, Palantir, Eli Lilly, Broadcom, Krispy Kreme, Live Nation & more
▼ + stars: | 2024-11-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Live Nation as overweight Morgan Stanley raised its price target on the stock to $140 per share from $120. Bank of America reiterates Apple as buy Bank of America says it sees "limited" impact to Apple earnings regardless of the Presidential outcome. Bank of America reiterates Palantir as buy The firm says Palantir is an AI "juggernaut" following earnings on Monday. Bank of America reiterates Arista Networks as buy Bank of America says it sees share gains ahead for the networking equipment company. Morgan Stanley reinstates Krispy Kreme as equal weight Morgan Stanley says Krispy Kreme has a balanced risk/reward right now.

Persons: Morgan Stanley, it's bullish, Eli Lilly, Palantir, Bernstein, Eaton, Deutsche, there's, Jefferies, Rick Dreiling, MTZ, Morgan Stanley reinstates Krispy, Krispy Kreme Organizations: Bank of America, Boeing, JPMorgan, RBC, Microsoft, " Bank of America, Broadcom, Apple, Republicans, Arista Networks, Arista, Meta, Deutsche Bank, eBay, Barclays, Energy, Infrastructure, Communications, Resources, IDA Locations: San Antonio, Redmond , WA

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Meta, Roblox, Peloton, Charter, Walmart, Berkshire Hathaway & more
▼ + stars: | 2024-11-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Morgan Stanley reiterates Apple as buy Morgan Stanley said it's sticking with the stock following the release of the company's annual 10-K analysis. " Morgan Stanley reiterates Amazon as overweight Morgan Stanley raised its price target on Amazon to $230 per share from $210. Morgan Stanley upgrades Entergy to equal weight from underweight Morgan Stanley said the energy company's outlook has improved. " Morgan Stanley upgrades Roblox to overweight from equal weight Morgan Stanley said in its upgrade of the stock that it sees a long runway for growth. " Morgan Stanley downgrades STMicroelectronics to underweight from equal weight Morgan Stanley said it sees too many headwinds from the semis manufacturer.

Persons: Berkshire Hathaway, Price, Morgan Stanley, Apple, Goldman Sachs, Goldman, it's bullish, Rollins, William Blair, TSMC, Bernstein, Trip.com, Morgan Stanley downgrades STMicroelectronics, Hollister comps, Peter Stern, D.A, Davidson, AAPL Organizations: UBS, Berkshire, Citi, Apple, PlayStation, Barclays, Blackwell, Tencent, Entertainment, Trip.com, Bank of America, Inc, KeySight, Qs, Abercrombie & Fitch Citi, of America, " Bank of America, Meta, Walmart Locations: Kazakhstan, LA, China

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Amazon, Berkshire Hathaway, Intel, Datadog, Uber & more
▼ + stars: | 2024-11-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Citi reiterates Amazon as buy Citi said the e-commerce giant has "multiple catalysts for growth" following earnings on Thursday. Gordon Haskett upgrades Uber to buy from hold The firm said investors should buy the dip in Uber following earnings on Thursday. Goldman Sachs initiates Penguin Solutions as buy Goldman called Penguin a "high performance hardware solutions for enterprise AI at an attractive valuation." Wells Fargo downgrades Estee Lauder to equal weight from overweight Wells downgraded the stock following a disappointing earnings report on Thursday. KeyBanc upgrades Atlassian to overweight from sector weight KeyBanc upgraded the software company following earnings.

Persons: Goldman Sachs, Gordon Haskett, Goldman, Wells, Estee Lauder, it'll, Atlassian, Kinder Morgan, Morgan Stanley, Arista, Datadog, it's, CFRA, Berkshire Hathaway, Jefferies Organizations: Apple, Apple Intelligence, Citi, Amazon, Penguin Solutions, Penguin, Suncor Energy, " Bank of America, Nvidia, Artificial, TAM, Bank of America, UBS, Intel, Mizuho, IDA, Energy Locations: Asia

☆ Here are Thursday's biggest analyst calls: Meta, Coinbase, Microsoft, Robinhood, Wingstop, Target & more
▼ + stars: | 2024-10-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are the biggest calls on Wall Street on Thursday: Goldman Sachs reiterates Microsoft as buy Goldman says the stock remains extremely attractive following earnings on Wednesday. Bank of America reiterates as Meta as buy Meta remains a "top AI pick" following earnings on Wednesday. Deutsche Bank downgrades Kraft Heinz to hold from buy Deutsche says it sees "reduced growth" following earnings. BTIG upgrades Wingstop to buy from neutral BTIG said investors should buy the dip following earnings on Wednesday. "We are upgrading shares of Wingstop to Buy from Neutral with a $370 price target following the post-earnings selloff in shares yesterday."

Persons: Goldman Sachs, Goldman, Al, Oppenheimer, Wolfe, Bernstein, it's, JPMorgan downgrades Brinker, Morgan Stanley downgrades Biogen, Morgan Stanley, Deutsche Bank downgrades Kraft Heinz, KBW, Wells, Wells Fargo, L3Harris Organizations: Microsoft, Bank of America, Meta, JPMorgan, Chili's, Corp, Deutsche Bank, Deutsche, Walmart, Technologies, of America Locations: Robinhood, 4Q24, OW

☆ Bernstein downgrades Boeing as labor strike weighs on outlook
▼ + stars: | 2024-10-30 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Shares of Boeing have slipped 41% this year, weighed down by a slew of headwinds including quality control issues and, most recently, a machinists strike. The strike began last month and was prolonged last week after the union rejected Boeing's latest labor proposal . BA YTD mountain Boeing YTD chart Harned expressed his doubt that Boeing would be able to pull off a recovery in the short term. The strike has also worsened Boeing's free cash flow outlook, which is now "materially worse" than Harned's prior estimates. The analyst sees about $4 billion in negative free cash flow for the fourth quarter and about $5 billion in negative free cash flow for 2025.

Persons: Bernstein, Douglas Harned, —, Kelly Ortberg, Harned Organizations: Boeing Locations: Tuesday's

☆ Here are Wednesday's biggest analyst calls: Apple, Alphabet, Snap, Boeing, First Solar, Reddit, AMD & more
▼ + stars: | 2024-10-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Wednesday's biggest calls on Wall Street: Bank of America reiterates Advanced Micro Devices as buy Bank of America said the stock is best positioned following earnings on Tuesday. JPMorgan reiterates First Solar as overweight The firm said the solar company is still best positioned following earnings on Tuesday. "Attractive entry point ahead of EDN's tariff review, a key value driver that could drive significant earnings growth & trigger stock re-rating. "We remain confident in BOOT's ability to deliver attractive relative earnings growth supported by compelling unit expansion opportunity." Raymond James downgrades Crocs to market perform from outperform Raymond James downgraded the shoe company following earnings citing margin pressures.

Persons: Wells, Reddit, Morgan Stanley, Raymond James, it's, Bernstein, Baird, Raymond James downgrades Qorvo, Barclays downgrades Lear, Goldman Sachs, Chipotle, Goldman, Raymond James downgrades Crocs, Wedbush downgrades Williams Organizations: Bank of America, Devices, AMD, JPMorgan, Catalyst, " Bank of America, DoJ, Citi, YouTube, Bank of, Holdings, of America, Incyte, Boeing, UBS, Barrick Gold, Barrick, Barclays, CMG, Walmart, Apple, Apple Intelligence, 3Q, 4Q, WSM Locations: China, OW, America, Sonoma

☆ Microsoft CFO says OpenAI investment will cut into profit this quarter
▼ + stars: | 2024-10-30 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Microsoft 's massive investment in OpenAI is weighing on earnings. The accounting approach refers to a company's share of the invested company's profit or loss in a given period, a Microsoft spokesperson said. The OpenAI investment disclosure was new for Microsoft, but the company has registered over $2.3 billion in other expense in the past four quarters. On the earnings call, Microsoft CEO Satya Nadella said the collaboration with OpenAI has benefited both parties and that the company feels good about "our investment stake in OpenAI." WATCH: Oppenheimer downgrades Microsoft: OpenAI losses are not properly priced in

Persons: Satya Nadella, Sam Altman, Amy Hood, OpenAI, Hood, Microsoft's, OpenAI's, OpenAI didn't, Oppenheimer Organizations: Microsoft, Google, OpenAI Locations: San Francisco, OpenAI

☆ Brazilian au pair takes plea deal, cooperates in Virginia double-murder case against former boss
▼ + stars: | 2024-10-29 | by ( Doha Madani | Doha Madani Is A Senior Breaking News Reporter For Nbc News. Pronouns | She Her. | ) www.nbcnews.com time to read: +3 min

A Brazilian au pair involved in a Virginia double-murder case took a plea deal on Tuesday, cooperating with prosecutors as they prepare to go to trial against the woman's former boss. Peres Magalhaes called 911 on the morning of Feb 24, 2023, and reported that a friend was hurt, police said previously. Her plea deal downgrades the murder charge to manslaughter and drops the firearm charge. Peres Magalhaes and Brendan Banfield said Ryan attacked the au pair, which led him to shoot Ryan in self-defense, according to NBC Washington. An attorney for Brendan Banfield did not immediately return a request for comment on the plea deal on Monday.

Persons: Juliana Peres Magalhaes, Joseph Ryan, Brendan, Christine Banfield, Brendan Banfield, Peres Magalhaes, Steve Descano, Descano, Ryan, Banfield, Brendan Banfield didn't Organizations: Reston , Va ., Reston , Va . Reston Police, Police, NBC, NBC Washington, Prosecutors Locations: Virginia, Reston , Va, Reston , Va . Reston, Fairfax, NBC Washington

☆ Here are Tuesday's biggest analyst calls of the day: Apple, Netflix, Tesla, Meta, Uber, Amazon, Walmart, First Solar & more
▼ + stars: | 2024-10-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are the biggest calls on Wall Street on Tuesday: Evercore ISI reiterates Amazon as overweight Evercore says it's sticking with the stock ahead of earnings later this week. Evercore ISI reiterates Uber as overweight Evercore says it's bullish on Uber heading into earnings on Thursday. Janney upgrades First Solar to buy from neutral Janney says the solar company is attractive ahead of earnings on Tuesday afternoon. " Evercore ISI reiterates Meta as overweight Evercore says it's sticking with Meta ahead of earnings on Wednesday. Barclays reiterates Tesla as equal weight Barclays raised its price target on the stock to $235 per share from $220.

Persons: Evercore, Uber, it's bullish, Janney, Goldman Sachs, Ford, Goldman, Wells, Tesla, Morgan Stanley, Bernstein, TD Cowen, Cowen, it's, Mizuho, Stephens, ROA, Guggenheim, HOOD, we've Organizations: Ford, CTV, APP, Citi, Apple, Apple Intelligence, Barclays, Walmart, Mizuho, Netflix, Guggenheim, Six Flags Entertainment Locations: Mexican, Brazil, Mexico, China, U.S

☆ Moody's downgrades France's outlook
▼ + stars: | 2024-10-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoody's downgrades France's outlookMoody's changes the outlook for France to "negative" on concerns over its debt and deficit levels. CNBC's Charlotte Reed reports.

Persons: Charlotte Reed Locations: France

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