UBS: Three reasons stocks can rally from here
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- S&P 500, Nasdaq close lower, dragged by Alphabet and megacap tech; focus on Iran
- Oil settles down more 3% after US-Iran talks signal easing supply risks
- Micron surges 5.5% on blockbuster Anthropic AI deal ahead of earnings
- Alan Greenspan, influential former Federal Reserve chair, dies at 100
- Buy gold stocks as valuations are cheap amid macro tension: BofA
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- Needham Starts NeoVolta (NEOV) at Buy
- Spain's ex-transport minister sentenced to 24 years for corruption
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
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Barclays remains positive on SMCI stock and negative on Dell. Here's why
June 6, 2024 5:00 PM EDTBarclays analysts said they remain positive on Super Micro Computer (NASDAQ: SMCI) and negative on Dell Technologies (NYSE: DELL) in their latest server market update. This shift reflects the surging growth of Artificial Intelligence (AI) and its impact on server demand.
"The server market is... More
Goldman Sachs Reiterates Conviction Buy Rating on NVIDIA (NVDA) Following Mgmt Meet
June 5, 2024 3:14 PM EDTGoldman Sachs analyst Toshiya Hari reiterated a Conviction Buy rating and $1,200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We attended a group meeting with Founder, President and CEO Jensen Huang in Taiwan on the side of Computex 2024. Mr. Huang discussed his... More
Citi Reiterates Buy Rating on Dell (DELL)
June 5, 2024 5:31 AM EDTCiti analyst Asiya Merchant reiterated a Buy rating and $170.00 price target on Dell (NYSE: DELL).
The analyst comments "We met with Dells SVP/CTO ISG, Ihab Tarazi, and Hall Butler of IR at the companys executive briefing center. Management remains... More
UBS: Long European over US equities
June 4, 2024 11:05 AM EDTUBS analysts are bullish on European equities relative to US stocks. They believe Europe may enter a "goldilocks" period with improving economic growth and rate cuts from the European Central Bank (ECB).
This contrasts with the US Federal Reserve, which might maintain higher rates for longer to address inflation. UBS' "Market Cookbook" analysis suggests this scenario could favor European equities and certain sectors within Europe.
Beyond the macro... More
