DIRS.INFO The most relevant business & tech news

☆ Here are Monday's biggest analyst calls: Nvidia, Amazon, Tesla, Meta, Disney, Apple, Uber, JPMorgan Chase & more
▼ + stars: | 2024-09-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Morgan Stanley upgrades Blackline to overweight from equal weight Morgan Stanley said the software company is undervalued. Morgan Stanley upgrades US Bancorp to overweight from equal weight Morgan Stanley said U.S. Bancorp is well-positioned going forward. Barclays reiterates Tesla as equal weight Barclays says it's not sure the EV maker's upcoming robotaxi day will be a game changer. Morgan Stanley reiterates Apple as overweight Morgan Stanley says the iPhone 16 cycle remains "unchanged" for now for Apple. Morgan Stanley downgrades JPMorgan to equal weight from overweight Morgan Stanley sees better value elsewhere than shares of JPMorgan.

Persons: Wolfe, Hess, Brent, Morgan Stanley, reprice, Cantor Fitzgerald, Cantor, Tesla, it's, Uber, Apple, Goldman Sachs, Goldman, JPMorgan, Piper Sandler, Piper, Forman, Gamble, TD Cowen Organizations: Chevron, Bancorp, U.S, MU, Autodesk, Barclays, Citi, Meta, Apple, Pro, Westlake, Resources, JPMorgan, DIS, Brown, Barclays downgrades Procter, Accenture, UBS, Brookfield, Partners Locations: AVGO, ASML, TER, OW, 4Q24

☆ With ports strike imminent on East Coast, Gulf, truckers, rails are scrambling to move billions in cargo before midnight shutdown
▼ + stars: | 2024-09-30 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +8 min

As much as 43% to 49% of total containerized goods entering the U.S are processed through ports on the East Coast and Gulf Coast. Michael Kanko, CEO of ImportGenius, tells CNBC the economic importance of the ports impacted by an ILA strike is profound. Approximately 50,000 ILA union members work at the ports of Boston, New York/New Jersey, Philadelphia, Wilmington, Baltimore, Norfolk, Charleston, Savannah, Jacksonville, Tampa, Miami, New Orleans, Mobile, and Houston. UBS forecast that 20% of Maersk's total volume would touch a U.S. port that would be impacted by the strike. East Coast ports in the U.S. are forecast to handle 2.3 million TEU (twenty-foot equivalent units) in October.

Persons: Gary Hershorn, Lading, Alan Baer, Baer, Michael Kanko, Brian Bourke, Pete Buttigieg, Julie Su, Lael Brainard, Biden, We've, Taft, Hartley, Donald Trump, Harold Daggett, let's, Estee Lauder, Steve Lamar Organizations: Port, Port Newark Container, Corbis, CNBC, International Longshoremen's Association, US Maritime Alliance, USA, ILA, U.S ., Seko Logistics, Gulf, Transportation, National Economic, UBS, Maersk, Democrats, Hartley, Business, The U.S . Chamber of Commerce, Biden, ., L'oreal, ABB, Walmart, Walgreens, Disney, Port Authority of, American Apparel & Footwear Association Locations: Port Newark, New York City, Newark , New Jersey, Coast, U.S, ImportGenius, East Coast, Gulf Coast, U.S . East Coast, Maine, Texas, Boston , New York, New Jersey, Philadelphia, Wilmington, Baltimore, Norfolk, Charleston, Savannah, Jacksonville, Tampa , Miami , New Orleans, Mobile, Houston, The, Port of New York, Port Authority of NY, Virginia, Mitre . East Coast, Port of Virginia

☆ UBS Global Wealth Management: Thailand will 'struggle' compared to rest of Asia
▼ + stars: | 2024-09-30 | 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 EmailUBS Global Wealth Management: Thailand will 'struggle' compared to rest of AsiaSuresh Tantia, an APAC strategist at UBS Global Wealth Management, offers his views of the broader markets in Asia. He notes that Thailand will struggle compared to other Asian countries. For good returns, he prefers short-term plays in the Chinese tech space, Taiwan and Korean semiconductor stocks, and Asian investment-grade bonds.

Persons: Asia Suresh Tantia Organizations: UBS Global Wealth Management Locations: Thailand, Asia, Taiwan

☆ A 'Roaring '20s' economy is becoming more likely as bullish factors stack up, UBS says
▼ + stars: | 2024-09-30 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

UBS predicts a "Roaring '20s" economy, assigning a 50% chance to such an expansion by 2030. Solid data revisions, along with Fed rate cuts, support the optimistic outlook. "It's no longer too soon nor too optimistic to suggest that the US will experience a Roaring '20s economy," UBS said. AdvertisementA slew of bullish factors suggest the economy could be headed towards "Roaring '20s" status, according to a Monday note from UBS. Advertisement"The bread crumbs suggest a policy reaction function that is directionally supportive of a Roaring '20s outcome," Draho said of the Fed Chairman Jerome Powell's full employment goals.

Persons: —, UBS's, Jason Draho, Draho, Jerome Powell's Organizations: UBS, Service, Treasury, Atlanta, CPI

☆ 6 global cities most at risk of being in a real-estate bubble, according to UBS
▼ + stars: | 2024-09-29 | by ( William Edwards | ) www.businessinsider.com time to read: +2 min

Only six cities are now at elevated or high risk, down from 16 last year. Miami and Los Angeles are the two US cities most at risk of a housing bubble, the report said. AdvertisementUBS released its 2024 Global Real-Estate Bubble Index report last week, and it showed bubble risks have generally declined over the last 12 months. While 16 cities worldwide were considered to be at elevated or high risk of a real-estate bubble last year, just six cities fit that description today, the report said. Cities with a score above 1.0 are considered to be at an elevated risk, and those with a score above 1.5 are considered high risk.

Persons: —, Claudio Saputelli, Matthias Holzhey Organizations: Miami, Service, UBS Locations: Los Angeles, Frankfurt, Munich, Stockholm, Hong Kong, Paris

☆ Tesla could have a tough time living up to the hype around its robotaxi event
▼ + stars: | 2024-09-28 | by ( Pia Singh | In | ) www.cnbc.com time to read: +8 min

The recent hype lifted Tesla's stock into positive territory for the year, and it's now up nearly 5% in 2024. A high-risk, high-reward venture Analysts polled by LSEG have a consensus price target of $210.71 on Tesla shares, implying a decline of 19% from Friday's close. "We believe widescale Tesla robotaxi deployment is unlikely in the coming years," Spak added. Still, the bull case around Tesla's robotaxi ambitions highlights the company's potential to provide cost-effective technology. Morgan Stanley analyst Adam Jonas is a Tesla bull with an overweight rating and a $310 price target — reflecting 19% upside.

Persons: it's, It's, Tesla, CFRA's Garrett Nelson, I've, Nelson, Bernstein, Nikhil Devnani, Joseph Spak, Spak, Tesla's, Elon, Bernstein's Devnani, Goldman Sachs, Mark Delaney, Morgan Stanley, Adam Jonas, Jonas, hasn't, CFRA's Nelson, Nelson's, Morgan Stanley's Jonas Organizations: Investors, Tesla, CNBC, LSEG, UBS, Guggenheim, Vehicle Passenger Service Locations: Los Angeles, U.S, Europe, China, Friday's, United States

☆ Here are Friday's biggest analyst calls: Apple, Dell, Wynn, Walmart, Best Buy, Costco, Netflix & more
▼ + stars: | 2024-09-27 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Piper Sandler upgrades Accenture to overweight from equal weight Piper upgraded the IT company following its earnings report. Goldman Sachs reiterates Costco as buy Goldman says it's sticking with the stock following earnings on Thursday. Citi downgrades Dollar General to sell from neutral Citi says it sees too many competitive challenges. JPMorgan adds Best Buy to the focus list JPMorgan says it sees an "improving product cycle" for Best Buy. Bank of America downgrades HP to neutral from buy The firm says it sees slowing earnings per share growth.

Persons: Morgan Stanley, Wynn, Piper Sandler, Piper, Goldman Sachs, Goldman, it's bullish, it's, Raymond James, Mercado, Roth MKM, Roth, Cantor Fitzgerald Organizations: Wynn Resorts, Deutsche Bank reinstates Dell, Deutsche, DELL, NASDAQ, Costco, " Bank of America, Apple, Bank of America, Apple Intelligence, UBS, Vista Energy, Citi, Pepsi Citi, Catalyst, Walmart, Cava, Mercado Libre, JPMorgan, Chesapeake Energy, Barclays, Netflix, HP Locations: UAE, Macau, BMBL, CAVA, HPQ

☆ We're trimming this healthcare stock as it hits new highs Friday — here's why
▼ + stars: | 2024-09-27 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

We are selling 75 shares of GE Healthcare at roughly $93.86. Following the trade, Jim Cramer's Charitable Trust will own 925 shares of GEHC, decreasing its weighting to 2.5% from 2.72%. After further contemplation since the Morning Meeting , we are trimming our position in GE Healthcare. It's been the second best-performing healthcare stock in the S & P 500 this past month, rallying roughly 11% to put its year-to-date gains at 21%. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, It's, Jim Cramer, Jim Organizations: GE Healthcare, UBS, GE, CNBC, Traders, NYSE Locations: China

☆ UBS says this little known Mexican energy stock is primed to rally 30%
▼ + stars: | 2024-09-27 | by ( Sean Conlon | ) www.cnbc.com time to read: +1 min

Vista Energy is well positioned for more growth ahead, according to UBS. The investment bank upgraded its rating on the stock to buy from neutral and increased its price target by $5 to $60, which implies nearly 32% upside from Thursday's close. VIST YTD mountain VIST, year-to-date This year, shares have soared, rising more than 54%. Yet, Vasconcellos believes the market is undervaluing Vista's production potential. Of the nine analysts covering the stock, seven have issued buy or strong buy ratings, LSEG data shows.

Persons: Tasso Vasconcellos, Brent, Vasconcellos Organizations: Vista Energy, UBS, SLB, Nabors Industries Locations: Argentina's Vaca

☆ Here are Thursday's biggest analyst calls: Nvidia, Apple, Micron, Nike, Meta, Microsoft, First Solar, Tesla & more
▼ + stars: | 2024-09-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

For long term investors we continue to believe they have the best enterprise AI platform and retain our 18-month $500 price target." Truist initiates First Solar as buy Truist said the solar company has a wide moat. " Deutsche Bank reiterates Tesla as buy The firm said it's sticking with its buy rating heading into the company's delivery report in October. UBS reiterates Micron as buy UBS said it's sticking with the stock following earnings on Wednesday. "We are taking the opportunity to reaffirm our positive view on DKNG and up our year-end 2025 price target to $54."

Persons: Goldman Sachs, Goldman, Morgan Stanley downgrades, Morgan Stanley, Oppenheimer, Truist, Tesla, Jefferies downgrades Hershey, Jefferies, it's, Orion, Bernstein, NYCB, Morgan Stanley downgrades Sonos, there's, JPMorgan, Ralph Lauren Organizations: UBS, GE Healthcare, Entertainment, Tencent, Microsoft, Inc, Deutsche Bank, Hershey, Susquehanna, Nvidia, NVIDIA, Nike, Deutsche, Apple, Barclays, Community Bank, Micron, MU, " Bank of America, Meta, Bank of America, SONO, UW, GE Vernova, GE, RL Locations: China

☆ 3 questions Elon Musk will need to answer at Tesla's highly anticipated robotaxi event
▼ + stars: | 2024-09-26 | by ( Nora Naughton | ) www.businessinsider.com time to read: +5 min

The event, originally scheduled for August, is where CEO Elon Musk has promised to release a final design and more detailed plans for Tesla's Uber-like self-driving car service. AdvertisementIn typical form, Musk's promise that the robotaxi business was taking shape offset a major earnings miss and juiced Tesla's languishing stock price. Spak wrote. In the same note, Spak raises questions about Tesla Full Self Driving (FSD)'s rate of improvement compared to competitors like Waymo. Advertisement"Tesla's future valuation is highly dependent on its ability to develop, manufacture, and commercialize autonomous technologies," Jonas wrote.

Persons: —, Elon Musk, Tesla's Uber, Musk, juiced, Joseph Spak, Spak, Tesla, Morgan Stanley, Adam Jonas's, Jonas, Tesla's FSD Organizations: Service, Business, Tesla, UBS, Hertz, California Locations: Tesla's, robotaxi, Los Angeles

☆ 2 of our China-related stocks are on the move after the Chinese government pledges more stimulus
▼ + stars: | 2024-09-26 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Starbucks shares rose roughly 2% on an analyst upgrade and the stimulus news out of China. 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, Bernstein, Brian Niccol, Jim Cramer's, Jim Organizations: CNBC, Micron, Saudi, Club, Jefferies, GE Healthcare, UBS, GE, Jim Cramer's Charitable Locations: China

☆ H&M shares fall as much as 8% on profit miss and scrapped earnings margin target
▼ + stars: | 2024-09-26 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com time to read: +2 min

The logo of Swedish clothing retailer H&M hangs over one of its stores on March 28, 2018 in Berlin, Germany. Shares of H&M tumbled as much as 8% on Thursday after the world's second-largest listed fashion retailer posted a miss on operating profit and abandoned its earnings margin target. The Swedish clothing retailer reported that operating profit for the group's fiscal third quarter came in at 3.51 billion Swedish crowns ($345.8 million), which compared to 4.74 billion Swedish crowns a year ago. H&M dropped its earnings margin target for 2024 after warning of more challenging conditions earlier in the year. At present we estimate that this year's operating margin will be lower than 10 percent," H&M's Ervér said in a written statement.

Persons: LSEG, Daniel Ervér, Helena Helmersson, Ervér, Inditex, M's Ervér, M Organizations: Reuters, UBS Locations: Berlin, Germany, Swedish, Zara, London, Stockholm

☆ Stocks making the biggest moves premarket: Micron Technology, Starbucks, CarMax and more
▼ + stars: | 2024-09-26 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +3 min

Starbucks — The coffee chain rose more than 2% after Bernstein upgraded the stock to outperform from market perform. New York Community Bancorp — Shares of the regional lender gained more than 4% after Barclays upgraded shares to overweight as it repositions itself following a rocky patch. Micron Technology , chip stocks — Micron shares surged nearly 17% after offering a stronger-than-expected revenue forecast for the fiscal first quarter. Nvidia rose 2%, while U.S.-traded shares of ASML Holding added nearly 5%. Southwest Airlines — The travel stock rose about 5% after Southwest hiked its third-quarter revenue forecast.

Persons: Bernstein, Brian Niccol, Graham Doyle, Bilibili, Goldman Sachs, Jefferies, Elliott, Sonos, Morgan Stanley, Erik Woodring, —, Alex Harring, Samantha Subin, Jesse Pound, Sarah Min Organizations: New York Community Bancorp, Barclays, Micron Technology, Micron, Nvidia, ASML, Bank of America, NRG Energy, GE Healthcare Technologies, UBS, Jefferies, Southwest Airlines, Southwest, Elliott Management Locations: U.S, China, Bilibili —, dealmaking

☆ A majority of millionaires plan to vote for Harris over Trump in November
▼ + stars: | 2024-09-26 | by ( Matthew Fox | ) www.businessinsider.com time to read: +1 min

A majority of wealthy investors plan to vote for Kamala Harris over Donald Trump, a new UBS survey says. The survey shows 57% of investors with at least $1 million in investable assets support Harris, while 43% back Trump. AdvertisementA majority of wealthy investors are planning to vote for Kamala Harris over Donald Trump in the upcoming November election. 57% of survey respondents said they plan to vote for Harris, while 43% said they were going to vote for Trump. Harris had a significant edge among Independents, with 60% planning to support her vs 40% for Trump.

Persons: Kamala Harris, Donald Trump, Harris, — Organizations: UBS, Trump, Investors, Service, Business

☆ 10 things to watch in the stock market Thursday, including the Micron-fueled chip rally
▼ + stars: | 2024-09-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

10 things to watch Thursday, Sept. 26 — Today's newsletter was written by the Investing Club's director of portfolio analysis, Jeff Marks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks.

Persons: Jeff Marks, Jim Cramer, Bernstein, Brian Niccol, that's, Mark Zuckerberg, Jensen Huang, Elliott, Truist, Eaton, Morgan Stanley, Jefferies, Hershey, Jim Cramer's, Jim Organizations: Micron, AMD, Nvidia, Devices, Starbucks, Club, GE Healthcare, UBS, Bank of America, JPMorgan, Meta, Southwest Airlines, Elliott Management, GE, Jefferies, Wells, Jim Cramer's Charitable, CNBC Locations: China

☆ Stocks making the biggest moves midday: Micron Technology, Super Micro Computer, Southwest Airlines and more
▼ + stars: | 2024-09-26 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Southwest Airlines — The airline jumped 11% after it raised its third-quarter revenue forecast and authorized $2.5 billion in share buybacks. Starbucks — The coffee chain rose nearly 2% after Bernstein upgraded shares to outperform , citing confidence in the company's new CEO . CarMax — The used car retailer jumped nearly 6% after topping sales estimates for the fiscal second quarter. New York Community Bank — Shares of the regional lender jumped nearly 8% after Barclays upgraded the stock to overweight from equal weight. Accenture — The professional services stock rose nearly 5% on better-than-expected fiscal fourth quarter results.

Persons: Bernstein, Jabil, Goldman Sachs, Goldman, Morgan Stanley, Erik Woodring, —, Jesse Pound, Yun Li, Alex Harring, Pia Singh, Hakyung Kim Organizations: Micron Technology, Applied Materials, ASML, Lam Research, Wall Street Journal, Justice Department, Southwest Airlines —, Elliott Investment Management, Starbucks, NRG Energy, GE Healthcare —, UBS, Jefferies, New York Community Bank, Barclays, Bilibili, Accenture Locations: China, Bilibili —

☆ Wealthy investors support Harris over Trump, new survey says
▼ + stars: | 2024-09-26 | by ( Robert Frank | ) www.cnbc.com time to read: +2 min

According to a UBS survey of investors with at least $1 million of investible assets, 57% plan to vote for Harris and 43% plan to vote for Trump. Harris wins 91% of Democratic millionaires surveyed, 12% of Republicans and 60% of independents. Trump wins 88% of Republican millionaires, 9% of Democrats and 40% of independents. While they support Harris more broadly, the investors who were surveyed give Trump slightly higher marks on the economy and taxes. If Trump wins, they said defense and energy stocks look attractive, but if Harris wins, they said health care, sustainable investing and tech stocks look best, according to the survey.

Persons: Kamala Harris, Philip Chosky, Donald Trump, Harris, Trump . Harris, Trump Organizations: Democratic, Philip, Philip Chosky Theatre, UBS, Trump ., Trump, Social Security, Millionaire Locations: Pittsburgh , Pennsylvania

☆ Gold's tremendous rally is making even long-term bulls a bit nervous
▼ + stars: | 2024-09-26 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

It was the sixth positive trading session in a row. In midday trading, gold futures were adding to those records Thursday. XAU= YTD mountain Gold is trading at record highs and closing in on a 30% gain for 2024. However, Bank of America ETF strategist Jared Woodard warned in the same note that gold might be "tactically overbought." That would represent a roughly 5-8% pullback," Krinsky said, referring the SPDR Gold Shares fund backed by physical gold.

Persons: Jared Woodard, Woodard, Wayne Gordon, Gordon, Jonathan Krinsky, Krinsky Organizations: Federal, Bank, America, Bank of America, UBS

☆ China's surprise stimulus could be a red flag, so investors should approach the nation's long-awaited rally with caution
▼ + stars: | 2024-09-26 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

AdvertisementLorraine Tan, Morningstar's director of equity research for Asia, also thinks monetary stimulus won't be sufficient. History says their skepticism is warranted, as China's past stimulus efforts have often failed to lead to sustainable gains. Even if this surge holds up, it won't necessarily spark a self-fulfilling prophecy that provides a lasting boost for China's economy. But others like Tan from Morningstar believe this bad news is reflected in Chinese stocks' cheap valuations. The team at UBS Global Wealth Management is also cautiously optimistic about Chinese stocks after this news.

Persons: —, they're, Betty Wang, Marcelli, Lorraine Tan, Tan, Brian Mulberry, Mulberry, Wang, China isn't, Jeff Kleintop, Charles Schwab, Donald Trump, Rory Green, Xi Jinping, Biden, Trump, That's, Kleintop, Morningstar, she'd Organizations: Service, Business, People's Bank of, Oxford Economics, UBS Global Wealth Management, Zacks Investment Management, Federal Reserve, BI Locations: China, People's Bank of China, Asia, Central, Republic

☆ Investors are underweight Nvidia compared to the S&P 500, and it's costing them
▼ + stars: | 2024-09-25 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Institutional portfolios will continue to underperform due to a lack of adequate exposure to Nvidia and other winning technology names, UBS warned. Strategist Patrick Palfrey told clients that large-cap managers have 4.4% exposure to Nvidia, despite the artificial intelligence darling accounting for 6.6% of the S & P 500 . That is the biggest underweight position ever in Nvidia, according to Palfrey. As a result, "a continued TECH+ underweight is likely to remain a headwind for many portfolios," Palfrey wrote to clients. The latest evidence came Tuesday as the S & P 500 hit a record high , boosted by a 4% rally in Nvidia as CEO Huang finished selling shares for the time being under a preset trading plan.

Persons: Patrick Palfrey, Jensen, Palfrey, bode, Huang Organizations: Nvidia, UBS, Microsoft, Apple, Google

☆ Take auto loan defaults with a 'grain of salt' in read on overall consumer health, says UBS' Mish
▼ + stars: | 2024-09-25 | 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 EmailTake auto loan defaults with a 'grain of salt' in read on overall consumer health, says UBS' MishMatthew Mish, UBS head of credit strategy, joins 'Squawk on the Street' to discuss how severe the level of auto delinquencies are, which types of loans may not be as bad, and much more.

Persons: Matthew Mish Organizations: UBS

☆ UBS sees AI trade still in the 'early innings' and these stocks as the best way to play it
▼ + stars: | 2024-09-25 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

UBS named "Magnificent Seven" member Apple as an AI stock to watch out for. In all, 75% of analysts covering the stock rate it buy or strong buy, according to LSEG, with consensus price targets suggesting nearly 6% upside. Nearly 9 out of 10 analysts covering the stock rate it a buy or strong buy. Raymond James recently resumed coverage of Uber as a "strong buy," citing its "Robo Rides" thesis. Other names on the list include AI darling Nvidia, alongside fellow Magnificent Seven stocks Microsoft , Alphabet , Amazon and Meta Platforms .

Persons: Sundeep Gantori, Gantori, Needham, Goldman Sachs, Goldman, Michael Ng, Raymond James, Josh Beck, Uber Organizations: UBS, Apple, Uber, Microsoft

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Walmart, Salesforce, Starbucks, Amazon & more
▼ + stars: | 2024-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler initiates Colgate-Palmolive and Church & Dwight as overweight Piper said both consumer products company offer an attractive risk/reward. Piper Sandler upgrades Salesforce to overweight from neutral Piper said it sees an attractive risk/reward for the stock. Bernstein reiterates Amazon as outperform Bernstein said advertising is "key to the bull case once again" for Amazon. Wedbush upgrades Comerica to outperform from neutral The firm added the regional bank to its best ideas list. " CFRA reiterates Nvidia as buy The firm says it sees Nvidia with "sustained compute demand" over the coming years.

Persons: Piper Sandler, Dwight, Piper, Baird, Jefferies, it's bullish, Raymond James reinstates Uber, Raymond James, Goldman Sachs, Goldman, KeyBanc, Morgan Stanley, immuno, Oppenheimer, Lowe's, Redburn, it's, Truist, Baird downgrades McKesson, Needham, Apple, Pinterest, Leerink, Guggenheim, Tesla, TSLA, Bernstein, CFRA Organizations: Colgate, Palmolive, Church, Jefferies, Starbucks, Avidity Biosciences, BP, Exxon, Costco, Walmart, Apple, GE Vernova, UBS, Citi, Mastercard, Visa, U.S, DOJ, Comerica, CMA, Nvidia

☆ Soft landing remains on track and pullbacks represent buying opportunities, says UBS' Alli McCartney
▼ + stars: | 2024-09-24 | 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 EmailSoft landing remains on track and pullbacks represent buying opportunities, says UBS' Alli McCartneyAlli McCartney, UBS, joins 'Money Movers' to discuss McCartney's thoughts on equity markets, if the equity fundamentals matter right now, and much more.

Persons: Alli McCartney Alli McCartney Organizations: UBS

Search resuls for: "UBS"

25 mentions found