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☆ 3 reasons buying a home could get easier in 2025 — unless you're a first-time buyer
▼ + stars: | 2024-12-07 | by ( Christine Ji | ) www.businessinsider.com time to read: +5 min

The red-hot US housing market could cool off slightly in 2025, making it easier to buy a home. There's both some good and bad news on the horizon for homebuyers, according to housing market experts. Another impediment to homeownership has been high mortgage rates, which have more than doubled in the last few years. And rates could come down further in 2025, according to housing market experts. AdvertisementIndeed, first-time homebuyers are having unprecedented difficulty in the housing market.

Persons: it's, homebuyers, Homeownership, it'll, Daryl Fairweather, Chen Zhao, Goldman Sachs, Jeffery Roach, Redfin, Fairweather, Zhao, haven't, Elijah de la, Gen, Edward Yardeni, they've, Gen Zers Organizations: Republican, LPL, National Association of Realtors —, Yardeni Research

☆ How much holiday cheer is too much? Investor enthusiasm on stocks running high into year-end
▼ + stars: | 2024-12-07 | by ( Michael Santoli | ) www.cnbc.com time to read: +10 min

The trick, though, comes in trying to distinguish between a bull market feeding off rational fundamental positives and one that has grown so frisky as to be acutely risky. What's clear for sure is that we've entered the "belief" phase of this bull market, which is more than two years old yet is showing few of the telltale signs of ending very soon. Wall Street turns bullish Brokerage-house strategists as a group were far too cautious entering 2023, the S & P 500 staying ahead of the consensus target virtually all year. Yet we think there will be fewer checks when stocks are running up, creating the potential for risk appetite to turn frothy." Just normal bull market?

Persons: we've, Todd Sohn, Donald Trump, Donald Trump's, anecdotally, David Rosenberg, Rosenberg, YTD, Stephen Suttmeier, Goldman Sachs, DocuSign, industrials Organizations: telltale, Strategas Research, Wall, Rosenberg Research, Blackrock Investment Institute, Blackrock, Bank of America, Robinhood, Cloud Computing, Trump, Big Tech, Leuthold, Fed

☆ 'All the pieces are in place for this bull market to end': A technical strategist who called the S&P 500's surge to 6,000 warns that stocks are a negative catalyst away from a 20% drop
▼ + stars: | 2024-12-07 | by ( William Edwards | ) www.businessinsider.com time to read: +7 min

Tyler Richey called the S&P 500's surge to 6,000 back in February. AdvertisementBack in February, Tyler Richey laid out an argument for why the S&P 500 could climb all the way to 6,000. The Dow Jones Transportation Index had surged into the green for the year alongside the S&P 500, a sign that the economy was in a good place. And the S&P 500's relative-strength index had been above 70 for three weeks, which historically meant a rally could go on for much longer. Louis FedRichey's downside target is around 4,800, which would mean a 21% setback for the S&P 500 and a reversion to valuation norms.

Persons: Tyler Richey, Charles Schwab, Richey, isn't, Louis, Goldman Sachs, David Kostin, Rob Arnott, There's, David Rosenberg, Rosenberg Organizations: Dow Jones Transportation, JPMorgan, UBS, Trump, Board, Treasury, Consumers, Wall, Research

At 4.1%, the unemployment rate remains historically low. (For context: The unemployment rate never dropped below 5% in the 1970s or the 1980s.) Expectations were for the unemployment rate to have climbed from 4.1% to 4.2%, with 214,000 jobs added. “With the current jobs market cooling down quite a bit from the Great Resignation, and with inflation, people don’t feel secure making the leap” to new roles, Wigert said. Not all economists agree that the U.S. labor market is experiencing unusual tensions — and what frictions do exist have, in certain cases, immediately identifiable causes.

Persons: Dan Hevia, ” Hevia, Hevia, “ I’m, ”, Guy Berger, “, ” Berger, what’s, Gallup, Ben Wigert, Wigert, they’re, Kamala Harris, Donald Trump, Harris, Trump’s, Wells, Goldman Sachs, Thomas Ryan Organizations: New, NBC News, Labor Statistics, of Labor Statistics, Glass, Gallup, ”, Biden, Trump, Capital Economics, Vanguard, “ Locations: New York City, U.S

☆ A handful of macro traders left Balyasny following a volatile November
▼ + stars: | 2024-12-06 | by ( Alex Morrell | ) www.businessinsider.com time to read: +2 min

AdvertisementA handful of macro traders have left Balyasny. Global macro strategies have struggled overall in 2024, but November was strong. A handful of macro traders have left the hedge-fund giant Balyasny Asset Management, according to four people familiar with the matter, who asked to remain anonymous because the information isn't public. Before November, however, global macro strategies had been among the worst performers in an otherwise strong year for hedge funds. Potts joined Balyasny in 2020 from BlackRock, where he was head of macro strategies, according to his LinkedIn bio.

Persons: Gugesh Guganeswaran, Kurt Lichtman, Matthew Potts, Balyasny, Donald Trump, Brevan Howard, PivotalPath, Potts, George Arzeno, Stanley Sheriff, Brian Sack, Shaw, George Tyrrell, Goldman Sachs Organizations: Discovery, Bloomberg, Citadel, Barclays, Lichtman, Moore Capital Locations: Balyasny, BlackRock, San Francisco, United Kingdom, Miami, Millennium, D.E

☆ The Wall Street chatter on the November jobs report
▼ + stars: | 2024-12-06 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

The U.S. economy added 227,000 jobs last month, exceeding the Dow Jones estimate of 214,000. In fact, the probability of a Fed rate cut soared to nearly 90% following the data release, according to fed funds futures data via the CME FedWatch tool. Labor demand is slowing, as evidenced by the rise in unemployment rate and the surprisingly limited revisions from weather and strike effects last month. This big rebound from a distorted October read is actually quite balanced and should relieve some economic concerns, as well as keep the December 18th rate cut expectations on track." Elsewhere Friday morning on Wall Street, Goldman Sachs upgraded Robinhood to buy from neutral, citing the company's growth plans.

Persons: Dow Jones, That's, Lindsay Rosner, Seema Shah, Ian Lyngen, Chris Zaccarelli, Adam Hetts, Janus Henderson, Trump, Goldman Sachs, HOOD, James Yaro Organizations: Dow, Federal Reserve, CME, Goldman Sachs Asset Management, Asset Management, Labor, BMO, Northlight, TAM Locations: U.S

☆ Goldman Sachs upgrades Robinhood to buy after brokerage outlines ambitious growth plan
▼ + stars: | 2024-12-06 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Watch Robinhood stock as the company embarks on an ambitious growth plan, Goldman Sachs said. HOOD YTD mountain Robinhood stock. Yaro thinks Robinhood can benefit in the near-term from growing its market share of active traders using its platform. Longer term, Yaro sees an opportunity to make good on its ambitions of growing internationally and entering the wealth management sector. Of the 17 who cover it, 10 have a buy or strong buy rating on Robinhood, according to LSEG.

Persons: Goldman Sachs, Robinhood, HOOD, James Yaro, Yaro Organizations: Wall, TAM, Trump, Analysts

☆ Goldman Sachs' Jan Hatzius on why the Fed will likely cut rates this month
▼ + stars: | 2024-12-06 | 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 EmailGoldman Sachs' Jan Hatzius on why the Fed will likely cut rates this monthJan Hatzius, Goldman Sachs chief economist, joins CNBC's 'Squawk on the Street' to discuss the November jobs report, Goldman's outlook on 2025, and more.

Persons: Goldman Sachs, Jan Hatzius

☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Broadcom, Shopify, Molson Coors, Tesla, Amazon, Robinhood & more
▼ + stars: | 2024-12-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are the biggest calls on Wall Street on Friday: Goldman Sachs upgrades Robinhood to buy from neutral Goldman says Robinhood has "best in class earnings growth." UBS upgrades Kingsoft Cloud to buy from neutral UBS says growth is poised to accelerate from the cloud computing solutions company. UBS initiates Glaukos as buy UBS says the opthalmic disease company has upside potential. UBS upgrades Peloton to neutral from sell UBS said in its upgrade of the stock that it likes the company's new CEO. Bank of America upgrades Altria to buy from neutral Bank of America says the tobacco company is a Trump beneficiary.

Persons: Goldman Sachs, Goldman, Robinhood, Jefferies, Deere, RSG, KC's, KeyBanc, Needham, Jones Lang Lasalle, it's bullish, Guggenheim, Tesla, TD Cowen, Cowen, CLH, Raymond James, Abercrombie, Trump, LY Organizations: Deere, BMO, Republic Services, UBS, Goldman, Accenture, Apple, Nasdaq, Constellation Brands, Beverage, Weyerhaeuser, WY, Bank of America, Jefferies, Caterpillar, Deutsche Bank, Marvell, Broadcom, Nvidia, Fitch, Abercrombie & Fitch, JPMorgan, PT, of America, " Bank of America, Molson Coors, TAP, underperform Bank of America Locations: CN, Canada

☆ The Fed shouldn't cut rates as inflation is rising, markets are too frothy, JPMorgan Asset Management bond expert says
▼ + stars: | 2024-12-06 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

AdvertisementThe Fed doesn't need to cut rates, according to JPMorgan Asset Management's Bill Eigen. The Federal Reserve may not have as much room to cut interest rates as it thinks, and central bankers would be better off skipping another decrease in December, according to one JPMorgan bond expert. Bill Eigen, the head of the Absolute Return and Opportunistic Fixed Income team at JPMorgan Asset Management, cautioned markets ahead of the Fed's next meeting, adding that he believed the central banks should pause cutting interest rates. The interest rate outlook remains mixed on Wall Street, with some forecasters expressing hesitation at the possibility of taking interest rates much lower. Deutsche Bank suggested the Fed may not be able to cut interest rates at all in 2025, thanks to higher inflation risks stemming from some of Trump's proposed policies.

Persons: Bill Eigen, We've, Eigen, Trump's, Goldman Sachs Organizations: Asset, Federal, JPMorgan Asset Management, CNBC, Deutsche Bank

☆ 'You're a grown man, you can sort this out': Goldman Sachs banker wins unfair dismissal case over sex discrimination
▼ + stars: | 2024-12-06 | by ( Nora Redmond | ) www.businessinsider.com time to read: +3 min

AdvertisementAn ex-Goldman Sachs banker has won a sex discrimination case after being dismissed by the bank. A tribunal heard that one of Reeves' bosses repeatedly told him to "figure it out" when he raised concerns. A former Goldman Sachs banker has won a sex discrimination case after he was dismissed by the investment bank soon after returning from parental leave. AdvertisementReeves also told the tribunal that compared to male employees, Goldman Sachs bosses were "more empathic towards female employees in relation to childcare." A spokesperson from Goldman Sachs told Business Insider: "The firm is deeply committed to supporting working parents, with hundreds of Goldman Sachs fathers having taken up our market leading 26 weeks paid parental leave since it was introduced in 2019.

Persons: Goldman Sachs, Jonathan Reeves, Reeves, Bernie Sanders, Howard Schultz, Omar Beer, Tin Hsien Tan, Beer, COVID Locations: London

Dollar General is testing same-day delivery to customers’ homes as the deep discounter tries to fend off fiercer competition with Walmart. On an earnings call Thursday, Dollar General CEO Todd Vasos said the retailer “soft launched” the delivery program in September. Now it offers same-day delivery at about 75 stores, he said. Yet over the past year, Dollar General has felt the pinch from both economic challenges and its own strategy. But the option is still available at only a tiny fraction of Dollar General’s stores.

Persons: Todd Vasos, “ We’ve, ‘ We’re, ” Vasos, “, ”, Vasos, Goldman Sachs Organizations: Walmart, Amazon, Goldman Locations: Tennessee, U.S, Bentonville, Arkansas

☆ Fed will cut rates in December meeting but they'll pause quicker than anticipated: Goldman's Fine
▼ + stars: | 2024-12-05 | 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 will cut rates in December meeting but they'll pause quicker than anticipated: Goldman's FineJonny Fine, Goldman Sachs head of investment grade syndicate, joins 'Squawk on the Street' to discuss Jerome Powell's comments from the NYT's Dealbook Summit, where investors should put their money, and what could send markets lower.

Persons: Jonny Fine, Goldman Sachs, Jerome Powell's

☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Eli Lilly, Cheesecake Factory, Walmart, Costco, Broadcom & more
▼ + stars: | 2024-12-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Jefferies upgrades Diageo to buy from hold Jefferies says it sees "renewed focus on growth" for the beverage company. Goldman Sachs initiates Cheesecake Factory and Brinker as buy Goldman said in its initiation of Cheesecake that it has "unit growth potential." Morgan Stanley upgrades Hewlett Packard Enterprise to overweight from equal weight Morgan Stanley says it's bullish on the company's acquistion of Juniper. Morgan Stanley downgrades Applied Materials to underweight from equal weight Morgan Stanley says it sees a "weaker operating environment" for the semis company. Morgan Stanley initiates Brown & Brown as overweight Morgan Stanley says the insurance risk management company has a competitive advantage.

Persons: Piper Sandler, Piper, Jefferies, Goldman Sachs, Brinker, Goldman, it's bullish, Bernstein, Oppenheimer, it's, Wolfe downgrades Ford, Wolfe, Morgan Stanley, Brown, Tesla, gigafactory, Robin Hood, Vlad Tenev, Eli Lilly, Orforglipron Organizations: Nvidia, AMD, Intel, Jefferies, Diageo, Disney, Broadcom, Detroit, Ford, Citi, Netflix, Hewlett Packard Enterprise, JPMorgan, ConocoPhillips, Barclays, Gates, Bank of America, Walmart, Costco, Optimus, Deutsche Bank, Deutsche Locations: F4Q, Juniper, OW, Austin , TX

☆ M&A teams are more aggressive on what is possible in today's 'risk-on' market: Goldman's Mehrotra
▼ + stars: | 2024-12-05 | 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 EmailM&A teams are more aggressive on what is possible in today's 'risk-on' market: Goldman's MehrotraAvinash Mehrotra, Goldman Sachs co-head of M&A, joins 'Money Movers' to discuss what Mehrotra is hearing from corporates, if clients are looking to 'bulk up' and get bigger, and much more.

Persons: Mehrotra, Goldman Sachs

☆ Goldman says these lagging stocks will turn around in 2025. Rest of Street has doubts
▼ + stars: | 2024-12-05 | by ( Sean Conlon | ) www.cnbc.com time to read: +4 min

Several stocks that have underperformed in 2024 may be poised for substantial gains in coming months, according to Goldman Sachs. Yet some stocks that have lagged this year could outperform in the first quarter of 2025, the investment bank said. In other words, those are buy-rated stocks where Goldman analysts are out-of-consensus while most of Wall Street is neutral or has a sell rating. Meanwhile, 60% of the 20 analysts covering the stock rate it neutral, and the other 20% carry a sell. Of the 12 analysts who cover Pool on the Street, half rate it hold and 17% have a sell rating.

Persons: Goldman Sachs, Goldman, Deep Mehta, Mehta, Donald Trump, Robert F, Kennedy Jr, Kennedy, Goldman –, FactSet, Conagra, TripAdvisor, they're Organizations: Nasdaq, Dow Jones, Industrials, Tech, Goldman, Conagra Brands, Department of Health, Human Services, Food and Drug Administration

Hearing from Honeywell: Honeywell CEO Vimal Kapur on Thursday spoke publicly for the first time since activist investor Elliott Management initiated a more than $5 billion stake in the industrial conglomerate and called for a break up of the company. On Thursday, Waymo said it plans to launch its robotaxi service in Miami in 2026 through its Waymo One app. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, We've, Vimal Kapur, Elliott, Kapur, Goldman Sachs, Bombardier's, It's, it's, LeBron James, Waymo, Jim, Sundar Pichai, doesn't, Hewlett, Dow Jones, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Ball Corporation, Honeywell, Elliott Management, Materials Conference, Bombardier, LeBron, San Francisco, Hewlett Packard Enterprise, Jim Cramer's Charitable Locations: Tesla's, Nucor, Beach, Miami, Austin, Atlanta, Los Angeles, U.S, Waymo, Phoenix, San Francisco

☆ Trump's SEC pick and Bitcoin's $100K milestone are two big wins for the crypto community
▼ + stars: | 2024-12-05 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +3 min

President-elect Donald Trump lived up to his self-appointed title of "crypto president" by picking a big supporter of digital assets to lead the Securities and Exchange Commission . Atkins has been a part of the Token Alliance, an advocacy group for crypto, since 2017. Atkins, if confirmed, is a stark contrast to current SEC Chair Gary Gensler, who already announced his intentions to step down in January. Howard Lutnick , Trump's pick for commerce secretary, found success beyond the financial services firm (Cantor Fitzgerald) and the brokerage (BGC Group) he runs. AdvertisementMeanwhile, Scott Bessent , Trump's Treasury pick, is also unsurprising.

Persons: Donald Trump, Trump, aren't, Paul Atkins, George W, Bush, Wall, Atkins, Bitcoin, Gary Gensler, Goldman Sachs, Gensler didn't, Gensler, Trump's, —, Howard Lutnick, Cantor Fitzgerald, Newmark, he's, Dan Geiger, Scott Bessent, Elon Musk, George Soros, Dan DeFrancesco, Grace Lett, Ella Hopkins, Spriha Srivastava, Amanda Yen, Milan Sehmbi Organizations: Business, Securities and Exchange Commission, Trump, SEC, Token Alliance, MIT, Treasury Locations: New York, Chicago, London

☆ Watch CNBC's full interview with Goldman Sachs' Avinash Mehrotra
▼ + stars: | 2024-12-05 | 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 Goldman Sachs' Avinash MehrotraAvinash Mehrotra, Goldman Sachs co-head of M&A, joins 'Money Movers' to discuss what Mehrotra is hearing from corporates, if clients are looking to 'bulk up' and get bigger, and much more.

Persons: Goldman Sachs, Mehrotra

☆ Does the market want a strong or weak jobs report Friday? Traders aren’t sure
▼ + stars: | 2024-12-05 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

When it comes to the jobs report Friday, investors can't seem to make up their mind what they want. If that below-consensus report is what traders get Friday, he said, the S & P 500 can rally 0.5% to 1%. On the other hand, JPMorgan traders expect that a strong jobs report will be just the fuel to keep the market going higher, and officially forecasts the U.S. to have added 275,000 jobs last month. As it is, stocks are quite possibly priced for perfection heading into the report, raising the stakes for the jobs report to come in just right. Year to date, the Dow Jones Industrial Average is 19% higher, the S & P 500 is up by more than 27%, and the Nasdaq Composite has surged more than 31%.

Persons: Dow Jones, John Flood, Goldman Sachs, Flood Organizations: Federal Reserve, Goldman Sachs Global Banking, Markets, JPMorgan, Dow Jones, Nasdaq Locations: U.S, payrolls

☆ Trading the jobs report: How the S&P 500 is likely to react to different scenarios
▼ + stars: | 2024-12-04 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Friday's jobs report is just about guaranteed to be a market-moving event, and investors can trade the different outcomes for what could happen, according to Goldman Sachs. But a surprisingly hot number in Friday's report could jeopardize those expectations of loosening policy, and it could roil the equity market. Economists polled by Dow Jones expect the U.S. economy to have added 214,000 jobs last month. Goldman Sachs broke down six scenarios for how stocks could trade after Friday's jobs report. However, his official stance assumes a 235,000 nonfarm payrolls increase, a figure that implies stocks are likely to sell off Friday.

Persons: Goldman Sachs, payrolls, Dow Jones, headwinds, John Flood, Jay Pow Organizations: Federal, Goldman Sachs Global Banking, Markets Locations: U.S

☆ Salesforce shares jump on earnings beat and strong AI deals pipeline
▼ + stars: | 2024-12-04 | by ( Ashley Capoot | In | ) www.cnbc.com time to read: +2 min

Salesforce's revenue grew 8% year over year to $9.44 billion in its third quarter, up from the $9.34 billion expected by LSEG. Salesforce raised revenue guidance to between $37.8 billion and $38 billion for its fiscal 2025, up slightly from $37.7 billion to $38 billion it had previously reported. The analysts said they are encouraged by Salesforce's strong start with its artificial intelligence agent, Agentforce, as it closed more than 200 deals during the quarter with "thousands" more in the pipeline. Salesforce's Agentforce is an example of so-called AI agent technology. Goldman Sachs analysts raised their Salesforce price target from $360 to $400 and reiterated their buy rating on the stock.

Persons: Marc Benioff, Morgan Stanley, Salesforce's, Goldman Sachs, Agentforce, Michael Bloom, Jonathan Vanian Organizations: Economic, LSEG, TAM, Bank of America Locations: Davos, Switzerland

☆ Two stocks that could be hit hard from Trump's Canada and Mexico tariffs, according to Goldman
▼ + stars: | 2024-12-04 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

The former president announced late last month that he vows to impose 25% tariffs on all goods from Mexico and Canada, as well as an additional 10% tariff on Chinese goods. With that, Goldman sees Canada Goose and Kontoor Brands being hurt most due to their exposure. The investment bank said that almost all of Canada Goose's down-filled products are produced in Canada, estimating that around 80% are sourced in that country. Meanwhile, for Kontoor Brands, Goldman found that around 33% of its units were produced in the company's owned facilities, which are located in Mexico, in fiscal 2023. However, the majority of the Street is actually bullish on Kontoor Brands.

Persons: Donald Trump, Goldman Sachs, Goldman, Brooke Roach, Roach Organizations: Kontoor Brands Locations: Mexico, Canada

☆ Salesforce shares can rally more than 30% thanks to latest AI push, Bank of America says
▼ + stars: | 2024-12-04 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Salesforce shares have more upside in store as the software giant rolls out its latest AI push, according to Bank of America. The bank lifted its price target on the stock to $440 from $390, reflecting 33% upside from Tuesday's close, after the company topped third-quarter revenue estimates and issued upbeat fourth-quarter guidance. Shares surged more than 13% on the results and looked poised to add to a 26% year-to-date gain. "Q3 results suggest that the company is leading the way in agentic AI cycle with Agentforce," wrote analyst Brad Sills. Wells Fargo analyst Michael Turrin reiterated his equal weight rating while lifting his price target to $345 from $330 a share.

Persons: Brad Sills, Goldman Sachs, Kash Rangan, Morgan Stanley's Keith Weiss, Wells, Michael Turrin Organizations: Bank of America, JPMorgan Locations: CY26, Wells Fargo

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Roku, Salesforce, Marvell, Tesla, Amazon & more
▼ + stars: | 2024-12-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Wednesday's biggest calls on Wall Street: Bank of America reiterates Salesforce as buy The firm said Salesforce is still a top pick following earnings on Tuesday. Daiwa reiterates Nvidia as outperform The firm raised its price target on Nvidia to $160 per share from $125. Citi reiterates Marvell Technology as buy Citi raised its price target on the stock to $112 per share from $91. UBS initiates Gen Digital as buy UBS said the multinational software company has "double digit EPS growth" potential. "We are launching coverage on GEV with an OP rating and YE25 target price of $403.

Persons: Salesforce, Daiwa, Overachievement, KeyBanc, it's bullish, Trimble, Piper Sandler, Needham, Roku, Bernstein, Tesla, underperform Bernstein, Goldman Sachs, Goldman, Amazon, Jefferies, Wolfe, Evercore, Apple Organizations: Bank of America, Nvidia, Pinnacle, HSBC, Merck, Co, Fresenius, Novartis, JPMorgan, Piper, CTV, Citi, Marvell Technology, UBS, Gen Digital, GE Vernova, GE, Apple, JPMorgan downgrades, T Bank Locations: Arizona, Asia

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