Fed decision, megacap earnings ahead this week - what's moving markets

Tesla FSD in China - What does it mean for Tesla and Baidu?

Reports emerged yesterday that Baidu (NASDAQ: BIDU) and Tesla (NASDAQ: TSLA) struck a deal granting Tesla access to Baidu's mapping license for data collection on Chinas roads. This move potentially paves the way for Tesla to offer Full Self-Driving (FSD) capabilities in China, prompting a notable surge in Tesla's stock by 15%.

Following the report, Bernstein analysts looked... More

Alphabet (GOOGL) PT Raised to $200 at Argus

Argus analyst Joseph Bonner raised the price target on Alphabet (NASDAQ: GOOGL) to $200.00 (from $170.00) while maintaining a Buy rating.

The analyst comments "We are maintaining our BUY rating on GOOGL and raising our target price to $200 from $170. Alphabet remains an advertising juggernaut despite... More

RBC Capital Out Positive on Tesla (TSLA) Endorsement Re: FSD in China

RBC Capital analyst Tom Narayan reiterated an Outperform rating and $293.00 price target on Tesla (NASDAQ: TSLA)

The analyst comments "What do we think? Winning FSD in China would be significant. It would unlock a significant fleet of Tesla vehicles able to charge subscription fees. This is central to our investment thesis on... More

Apple iPhone 15 sell-through better than iPhone 14 - UBS

In a note to clients Monday covering tech giant Apple (NASDAQ: AAPL), analysts at UBS said the iPhone 15 sell-through is better than the iPhone 14 in the total mix, but there are fewer Pro and ProMax models.

The investment bank said its sell-through analysis that indicates moderating declines in key markets like China and solid growth in... More

Wolfe discusses key swing factors for Tesla (TSLA) stock

Analysts at Wolfe Research outlined the key swing factors for Tesla's (NASDAQ: TSLA) stock in a note Monday, saying that the outlook has improved, but uncertainty remains.

New vehicle deliveries is one of the key swing factors, with Wolfe Research stating that despite management's commentary, they expect 2024 deliveries to be down compared to 2023 at around 1.75 million, or -2% year-over-year.

"Multiplying Q1... More