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☆ Bernstein's Rasgon on AMD earnings: AI story is all that matters to investors
▼ + stars: | 2024-07-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Rasgon on AMD earnings: AI story is all that matters to investorsStacy Rasgon, Bernstein, joins 'Fast Money' to talk what to expect from tech earnings next week.

Persons: Stacy Rasgon, Bernstein

☆ Watch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve Liesman
▼ + stars: | 2024-07-25 | 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 EmailWatch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve LiesmanRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.

Persons: Brian Weinstein, Richard Bernstein, Steve Liesman Richard Bernstein, Steve Liesman Organizations: Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management

☆ Shares of Gucci-owner Kering hit seven-year low after weak forecast, revenue drop on low China sales
▼ + stars: | 2024-07-25 | by ( Sophie Kiderlin | In | ) www.cnbc.com time to read: +3 min

Shares in Gucci-owner Kering fell on Thursday, after the luxury group announced a sharp decline in revenue in the first half of the year and issued a weak forecast for the remaining six months of the year. Kering shares dropped as much as 9% as markets opened, trading around levels last seen in August 2017. "There was a marked deceleration in China, while trends did not improve greatly in North America and Europe," Kering added. Gucci posted the worst first-half performance of these brands, with revenue shedding 18% on a comparable basis. Kering is the latest in a series of luxury brands to log declines, with the world's largest luxury group LVMH reporting lower-than-expected sales earlier this week.

Persons: Gucci, Kering, Yves Saint Laurent, Bottega, Luca Solca, Bernstein, CNBC's, it's, Solca Organizations: Gucci, Wednesday, Japan Locations: New York City, London, Japan, China, North America, Europe

☆ The post Covid-19 euphoria surrounding luxury spending has dissipated in the West, analyst says
▼ + stars: | 2024-07-25 | 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 EmailThe post Covid-19 euphoria surrounding luxury spending has dissipated in the West, analyst saysLuca Solca, senior luxury analyst at Bernstein, discusses the wider luxury space after a series of profit warnings from several major players, with many pointing to a slowdown in the Chinese market.

Persons: Luca Solca, Bernstein Locations: West

☆ The luxury outlook in China just keeps getting worse
▼ + stars: | 2024-07-25 | by ( Lian Kit Wee | ) www.businessinsider.com time to read: +4 min

Consumer spending in China has been improving "more moderately than before COVID-19," Luca Solca, a luxury goods analyst at Bernstein, told Business Insider. In its most recent quarter, Burberry's Chinese sales revenue declined 21% from last year. Massive discounts and online shoppingTo try to boost sales, luxury brands have given massive discounts to Chinese consumers. Luxury goods are still popular with wealthy Chinese shoppers — just not in China. Not all luxury brands are feeling the heat in China.

Persons: —, LVMH, Jean, Jacques Guiony, Luca Solca, Bernstein, Solca, Hugo Boss, Richemont, Cartier, Versace, Marc Jacobs, Damien Yeo, Yeo, TD Cowen, Guiony, Hermès Organizations: Service, Gucci, Business, Consumer, Swatch, Asia, Brands, Balenciaga, Bloomberg, Burberry, Fitch Solutions Locations: Asia, China, China , Hong Kong, Macau, Asia Pacific, Japan

☆ Fed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian Weinstein
▼ + stars: | 2024-07-25 | 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 EmailFed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian WeinsteinRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.

Persons: Morgan, Brian Weinstein Richard Bernstein, Richard Bernstein, Brian Weinstein, Steve Liesman Organizations: Fed, Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management

☆ CEA Chair Jared Bernstein on Q2 GDP
▼ + stars: | 2024-07-25 | 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 EmailCEA Chair Jared Bernstein on Q2 GDPJared Bernstein, President Biden's Council of Economic Advisers chair, joins 'Money Movers' to discuss the his thoughts on the gross domestic product report, whether the inventories contribution takes the shine off the report, and much more.

Persons: Jared Bernstein Organizations: Biden's, Economic Advisers

(This is CNBC Pro's live coverage of Wednesday's analyst calls and Wall Street chatter. "At this point, we believe EPS and investor sentiment have troughed and believe the risk-to-reward profile skews favorable," wrote analyst Nik Modi. "However, with minimal upside to our revised $47 price target and a relatively 'balanced' risk-reward between our $28 bear case …. –Samantha Subin 5:54 a.m.: Wall Street stands by Alphabet, AI potential post-earnings Wall Street analysts remain bullish on the outlook for Alphabet , even after the stock fell on the back of its second-quarter results. His price target of $425, up from $320, implies upside of more than 28% from Tuesday's close.

Persons: Goldman Sachs, Lauder, Estee Lauder, Nik Modi, Modi, Estee, – Samantha Subin, Morgan Stanley downgrades, Morgan Stanley, Adam Jonas, Jonas, Samantha Subin, Dan Levy, Tesla, Michaeli, Bernstein's Toni Sacconaghi, Mark Delaney, GOOGL, Doug Anmuth, Justin Post, Eric Sheridan, Brent Thill, Sheridan, Fred Imbert Organizations: CNBC, Spotify, RBC, Markets, Motors, GM, General Motors, Tesla, Barclays, YouTube, Bank of America, Google, Jefferies Locations: China, 1H25, Tuesday's

☆ Tesla's car business is 'struggling': Bernstein's Toni Sacconaghi
▼ + stars: | 2024-07-24 | 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 EmailTesla's car business is 'struggling': Bernstein's Toni SacconaghiToni Sacconaghi, Bernstein analyst, joins 'Money Movers' to discuss the story with Tesla, the company's valuation as a car company, and whether the car company's October report will bring more clarity.

Persons: Toni Sacconaghi Toni Sacconaghi, Bernstein, Tesla

☆ Alphabet could be in for a tough period ahead, analysts warn
▼ + stars: | 2024-07-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Alphabet investors may want to prepare for some volatility moving forward. However, shares fell about 5% as the company also reported lower-than-expected YouTube advertising revenue. On top of that, Alphabet highlighted plans to boost capital expenditures as it races to meet rising artificial intelligence demand. That is due in part to tough advertising comparisons amid the anniversary of a particular strong period for Asia and Pacific retailers. The move to 'future proof' business Some analysts and investors are reading the tea leaves with a positive tilt, however.

Persons: Ruth Porat, Sundar Pichai, Porat, Mark Shmulik, Brent Thill, Benjamin Black, Ross Sandler, Gene Munster, Goldman Sachs, Eric Sheridan, Bank of America's Justin Post, Truist's Youssef Squali, Citi's Ronald Josey Organizations: Jefferies, Deutsche Bank, Barclays, Bank of America's, DR Locations: Asia, Pacific

☆ Americans Still Shop for Luxury Items in Physical Stores, Not Online
▼ + stars: | 2024-07-23 | by ( Emily Stewart | ) www.businessinsider.com time to read: +11 min

It found that people generally have a strong preference for a brick-and-mortar experience when buying luxury items. Online luxury sales picked up during the pandemic but have since come back down to earth. The overarching theme is that many consumers haven't warmed up to shopping luxury — namely, ultra-luxe items and brands — online. AdvertisementWe try to treat luxury with the same e-commerce experience we use for paper towels, and that just doesn't work. For the most part, luxury brands prefer that customers would rather shop in-store.

Persons: Gen Z, Claire Tassin, haven't, Jason Goldberg, hasn't, Goldberg, Luca Solca, Solca, Nora Kleinewillinghoefer, Prada, Tassin, Louis Vuitton, Kleinewillinghoefer, Emily Stewart Organizations: Walmart, Morning, Moda, Groupe, Bernstein, Bain & Company, Burberry, Gucci, luxe, Companies, Amazon, Business Locations: —, Kearney

☆ Here are Tuesday's biggest analyst calls: Apple, Nvidia, Tesla, Krispy Kreme, Skechers, Amazon, First Solar, Qualcomm and more
▼ + stars: | 2024-07-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley upgrades Skechers to overweight from equal weight and downgrades Under Armour to underweight from equal weight Morgan Stanley said its Skechers channel checks looked promising. "We initiate coverage of LandBridge (LB) with a Buy rating and a $35 price target following its IPO last month." Morgan Stanley reiterates First Solar as overweight Morgan Stanley said First Solar could benefit from a new Trump administration. Morgan Stanley reiterates Amazon as top pick Morgan Stanley said Amazon is its favorite pick ahead of earnings, but that the firm also likes Alphabet and Meta. Morgan Stanley initiates Alumis as overweight Morgan Stanley said it's bullish on shares of the immunology company.

Persons: TD Cowen, Morgan Stanley, Armour, Bernstein, Apple, Guggenheim, Tesla, Baird, it's, Krispy Kreme, Goldman Sachs, Goldman, Trump, Wells, Piper Sandler, Piper, TD Cowen downgrades Darden, Cowen, Oppenheimer Organizations: Procter, Gamble, HSBC, CrowdStrike, Qualcomm, JPMorgan, Goldman, Barclays, Nvidia, Amazon, Microsoft, Citi, Rio Tinto, Deutsche Bank, Aerospace, Deutsche, Farnborough Air, Darden Locations: Rio, Olive, stagnate

☆ Alphabet reports earnings after the market close. Here's how analysts see it playing out
▼ + stars: | 2024-07-23 | by ( Sean Conlon | ) www.cnbc.com time to read: +5 min

Alphabet is set to report second-quarter earnings after the market closes Tuesday, one of the first of the " Magnificent Seven " to post its results this earnings season. For Google search revenue, Wolfe Research estimates growth of 12.6% compared to the prior-year period. Wolfe has an outperform rating on Alphabet and a share price target of $240, implying more than 32% upside from Monday's close. Deutsche Bank, Bank of America and TD Cowen all increased their price targets on the stock heading into earnings. GOOGL mountain 2024-07-22 Alphabet, 2-day Bernstein analyst Mark Shmulik also chooses to stay neutral, rating Alphabet market perform.

Persons: LSEG, Baird, Colin Sebastian, Wolfe, Shweta Khajuria, TD Cowen, Benjamin Black, Justin Post, John Blackledge, Barton Crockett, Rosenblatt, Bernstein, Mark Shmulik, Shmulik Organizations: Google, Wolfe Research, Deutsche Bank , Bank of America, Bank of America, YouTube, Rosenblatt Securities, Department of Justice, DOJ

☆ There's an 'old school' corner of the stock market that looks cheap and should benefit from a coming spending boom, BofA says
▼ + stars: | 2024-07-22 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +3 min

Analysts say infrastructure investments are cheap relative to the rest of the market. "AI/TMT capex beneficiaries are pricing in strong growth after a year of momentum. "AI adoption has accelerated growth in electrical, thermal, and HVAC manufacturers…But unlike TMT, these sectors haven't priced in as strong growth. As infrastructure investment has slowed, manufacturing activity has only sped up, taxing increasingly older infrastructure, and America's roads, bridges and transportation systems show it. AdvertisementThe Bank of America analysts aren't the first to point to a need for increased attention to US infrastructure and industrialization.

Persons: —, Goldman Sachs, Biden's, Savita Subramanian, Biden, aren't, Richard Bernstein Organizations: Bank of America, Service, Analysts, American Society of Civil Engineers, Republican, of America, Investment

☆ Here are Monday's biggest analyst calls: Apple, Nvidia, Amazon, Burlington, CrowdStrike, Berkshire Hathaway, Coinbase & more
▼ + stars: | 2024-07-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs initiates Talos Energy as buy Goldman said the energy company has a "strong oil mix and free cash flow." Goldman Sachs downgrades Lennar to neutral from buy Goldman downgraded the homebuilder stock mainly on valuation. Goldman Sachs initiates Webtoon as buy Goldman said it's bullish on shares of the digital storytelling company. TD Cowen initiates Berkshire Hathaway as hold TD Cowen said it likes the stock but valuation is full right now. " "We upgrade CHRW to Buy from Underperform and raise our PO to $99 from $76, on 22.5x our 2025e EPS."

Persons: Wells, Piper Sandler, Piper, Goldman Sachs, Goldman, Guggenheim, CrowdStrike, Lennar, it's, TD Cowen, Berkshire Hathaway, Raymond James downgrades Estee Lauder, Raymond James, Fitch, JMP, it's bullish, Jefferies, Baird, Henry Schein, Bernstein, Stifel, BURL, Morgan Stanley, Robinson, Oppenheimer, Coinbase's Organizations: Apple, Nvidia, Energy, Talos Energy, Guggenheim, Webtoon Entertainment, Inc, JPMorgan, Abercrombie, Citi, Tamboran Resources, Resources, Nvidia Citi, Amazon, ramping, Airlines, AAL, opp, Jefferies, Genomics, Micron Citi, MU, Samsung, " Bank of America, Underperform Locations: Berkshire, China, U.S, Wells Fargo, Burlington, 3Q24

☆ Look to areas driving acceleration like emerging markets and small caps: Richard Bernstein's Suzuki
▼ + stars: | 2024-07-22 | 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 EmailLook to areas driving acceleration like emerging markets and small caps: Richard Bernstein's SuzukiAdam Crisafulli, Vital Knowledge founder, and Dan Suzuki, Richard Bernstein Advisors deputy CIO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Richard Bernstein's Suzuki Adam Crisafulli, Dan Suzuki, Richard Bernstein Organizations: Vital Knowledge

☆ Stock investors are staring down a bearish trifecta that could spark a 12% market drop by October, strategist says
▼ + stars: | 2024-07-21 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +6 min

He's steering clear of Big Tech stocks, and for now he's only bullish on "dull, boring, and predictable" names. Tech stocks now account for highest portion of the S&P 500 since the early 2000s, according to an analysis from Société Générale. AdvertisementAnother risk to stocks lies in interest rates, Blain said, as borrowing costs look poised to stay higher for longer. "There is an awful lot of people in the financial markets who just don't understand that zero interest rates and ultra-low interest rates are not normal," Blain added. AdvertisementThe final risk Blain is eyeing is the upcoming presidential election, which contains a handful of uncertainties that could batter stocks, Blain said.

Persons: Bill Blain, Blain isn't, —, that's, Blain, Biden, he's, Générale, John Hussman, I've, eyeing, We've, Morgan Stanley, Stifel, Richard Bernstein Organizations: Big Tech, Service, China, Nasdaq, Tech, stoke, Richard Bernstein Advisors

☆ Amazon could help fix its troubled grocery business — by expanding it
▼ + stars: | 2024-07-21 | by ( Alex Bitter | ) www.businessinsider.com time to read: +4 min

But Amazon, which has also spent four years opening Amazon Fresh stores and trying to build its grocery delivery business, hasn't been as disruptive to existing players like Walmart and Kroger as some feared it would be. To better serve the middle, Amazon could consider acquiring a grocery chain that already exists to boost its store network, Grewal said. Besides selling groceries, Amazon could use the stores to fill pick-up and delivery orders, much as they already do with Amazon Fresh and Whole Foods. AdvertisementOthers have also said that acquiring more stores could give Amazon the boost it needs to succeed in the grocery business. Do you work for Whole Foods, Amazon Fresh, or another part of Amazon's retail operations and have a story idea to share?

Persons: —, hasn't, it's, Dhruv Grewal, Grewal, Bernstein, Andy Jassy, Jassy Organizations: Service, Foods, Walmart, Kroger, Business, Babson College, Amazon, Albertsons Locations: Seattle

☆ The 'Trump trade' has divided health-care stocks into two camps. How to play the next moves
▼ + stars: | 2024-07-19 | by ( Pia Singh | ) www.cnbc.com time to read: +9 min

UNH 1M mountain UnitedHealth stock over the past month. Think Centene , Molina Healthcare , UnitedHealth and Humana , among others. Managed-care companies historically buck the broader trend of health stocks and outperform in the first year after an election, according to Raymond James. Unlike UnitedHealth, shares have fallen — down 3% — since the June debate. Raymond James sees Oscar Health , HCA Healthcare and Tenet Healthcare as beneficiaries of a victory by the left.

Persons: Raymond James, Chris Meekins, Donald Trump, Joe Biden, quieted, Biden, Meekins, Centene, Trump, Bernstein, Jefferies, David Windley, UnitedHealth, Ben Hendrix, Optum, John Ransom, Piper Sandler, Ransom, Lance Wilkes, Oscar, — Ransom, Oscar's Organizations: Affordable, Trump, UnitedHealth, Republican, Biden, GOP, Federal Trade Commission, Department of Justice, ACA, Medicare, Molina Healthcare, RBC Capital Markets, CVS Health, RBC Capital, DOJ, Humana, Healthcare, GoodRx Holdings, Democratic, Oscar Health, Tenet Healthcare, Aetna Locations: Molina, UnitedHealth, U.S, Thursday's, Florida, Texas

☆ City Council member says Elon Musk's supercomputer factory is causing local 'hysteria': report
▼ + stars: | 2024-07-18 | by ( Ana Altchek | ) www.businessinsider.com time to read: +4 min

Read previewThe Greater Memphis Chamber publicly announced last month that Elon Musk would build xAI's "gigafactory of compute" in the Tennessee city. The planned facility is set to house what Musk intends to be the world's most powerful supercomputer, set to power xAI's chatbot, Grok. AdvertisementOne council member, Pearl Walker, told Forbes that the development caused "hysteria" among Memphis locals. In an open letter shared on X, a group of three Memphis environmental groups also expressed concerns about the factory's impact on the local power supply. Memphis Light, Gas, and Water is trying to prevent the factory from affecting the local power grid, the outlet added.

Persons: —, Elon, Musk, Pearl Walker, Forbes, Walker, xAI, Bernstein, Goldman Sachs, haven't, Ted Townsend, Musk's Organizations: Service, Memphis Chamber, Business, Economic, Tennessee Valley Authority, Memphis City, Forbes, Memphis, The Washington Post, Bernstein Research, Meta, Greater, Greater Memphis Chamber Locations: Memphis, Tennessee, Shelby, Iowa, The, Greater Memphis

☆ The airline industry grew too fast relative to demand, says Bernstein's David Vernon
▼ + stars: | 2024-07-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe airline industry grew too fast relative to demand, says Bernstein's David VernonDavid Vernon, Bernstein senior research analyst, joins "Squawk Box' to break down United Airlines' quarterly earnings results, state of the airline industry at large, overcapacity issues facing carriers, and more.

Persons: Bernstein's David Vernon David Vernon, Bernstein Organizations: United Airlines

☆ Cruises are expensive but they're the best value. My family's cruise cost $3,500 less than a similar trip on land.
▼ + stars: | 2024-07-17 | by ( Amanda Adler | ) www.businessinsider.com time to read: +6 min

Read previewAlthough the cost of a cruise is going up, this form of travel is still the best value for a family vacation right now. The average price of a cruise is up more than 40% since 2019, according to Cruise Critic data reviewed by CNBC. Finer fare, similar to what's included on cruise ships, costs even more. Plus, hotel prices are also on the rise, up 40% to 50% compared to 2019. Meanwhile, a three-night sailing on the Utopia of the Seas, Royal Caribbean's newest cruise ship, can cost $533 a night.

Persons: —, David Bernstein, who's, I've, Amanda Adler, I'm Organizations: Service, CNBC, Business, Prima, Entertainment, Seas, Royal, New Zealand Locations: Norway, Iceland, Caribbean, Europe, New

☆ It looks like the party's over for luxury goods in China
▼ + stars: | 2024-07-17 | by ( Grace Dean | ) www.businessinsider.com time to read: +5 min

Read previewHugo Boss, Burberry, Richemont, and Swatch have all called out slumping sales in China this week as consumers cut back on luxury spending. Swiss watch group Swatch said it expects the Chinese market "to remain challenging for the entire luxury goods industry until the end of the year." But much of this spending has been overseas, and sales in China have fallen for some of the world's biggest luxury brands. AdvertisementBefore the pandemic, about two-thirds of Chinese luxury spending occurred outside mainland China, plummeting to less than 10% in 2021 and 2022 because of travel restrictions, according to data from Bain. The consultancy said that this started to rebound in 2023 with the return of overseas tourism, with an estimated 30% of luxury spending taking place outside mainland China.

Persons: —, Hugo Boss, Burberry, Gerry Murphy, they've, Bain, Luca Solca, Vacheron Constantin, Marc Jacobs, Versace, Richemont Organizations: Service, Swatch, Business, Bain & Company, Richemont, Cartier, Burberry, Financial Times, Bain, Prada, The Financial Times, Luxury Summit Locations: China, Swiss, Americas, Hong Kong, Macau, Japan, South Korean, East

☆ Here are Wednesday's biggest analyst calls: Rivian, Nvidia, Apple, Micron, Microsoft, Sweetgreen, Tesla, Netflix & more
▼ + stars: | 2024-07-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Rivian as overweight Morgan Stanley raised its price target on Rivian to $17 per share from $13. UBS reiterates Apple as neutral UBS said it sees Apple results as "in-line" when the company reports on Aug. 1. UBS initiates Sweetgreen as buy UBS said the restaurant chain has "margin potential." Guggenheim reiterates Netflix as buy Guggenheim said it's sticking with its buy rating on Netflix heading into earnings Thursday. UBS reiterates Micron as buy UBS said it's sticking with its buy rating on shares of Micron.

Persons: Morgan Stanley, Rivian, Jefferies, Bernstein, TD Cowen downgrades Charles Schwab, Cowen, Schwab, it's, Morgan Stanley downgrades, TD Cowen, 2H24, Tesla, Oppenheimer downgrades Morgan Stanley, Oppenheimer, Guggenheim, Needham Organizations: VW, Susquehanna, Nvidia, AMD, UBS, Apple, Chevron, bbl, Deutsche Bank, Deutsche, Valero, Mizuho, Citi, Hershey Citi, TD Cowen downgrades, Airlines, Barclays, MasterCard Citi, Mastercard, " Bank of America, Bank of America, Enterprise, NASDAQ, HSBC, Qualcomm, Netflix, Micron, Microsoft

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Meta, Shopify, Broadcom, IBM, Microsoft & more
▼ + stars: | 2024-07-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley names Taiwan Semiconductor a catalyst driven idea Morgan Stanley said it said shares of the semis company have more room to run. " Morgan Stanley upgrades Chegg to equal weight from underweight Morgan Stanley said the risk/reward is balanced for the education company. Morgan Stanley upgrades Sweetgreen to equal weight from underweight Morgan Stanley said the restaurant chain's stock is starting to become compelling. Evercore ISI downgrades Yum and Starbucks to in line from outperform Evercore said in its downgrade of Yum and Starbucks that trends are softening. Evercore ISI reiterates Netflix as outperform Evercore said it's cautious heading into earnings later this week but that it's sticking with its outperform rating.

Persons: Morgan Stanley, Wolfe, it's, Jefferies, Wells, Goldman Sachs, Baird, Tesla, Bernstein, TD Cowen, Lamar, Cowen, Goldman, Piper Sandler, Piper, Evercore, IBM Evercore, Shopify, Jeff Hoffmeister, Mizuho downgrades Palantir, PLTR, Oppenheimer, we'd Organizations: Taiwan Semiconductor, Microsoft, Nvidia, Lamar Advertising, Nasdaq, TAM, Starbucks, Yum Brands, IBM, " Bank of America, of America, Mizuho, Bank of America, Broadcom, Evercore, Netflix, Bulls Locations: China

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