Microsoft on top, Boeing's deal, UK public debt - what's moving markets

CarMax (KMX) PT Raised to $75 at RBC Capital

RBC Capital analyst Steven Shemesh raised the price target on CarMax (NYSE: KMX) to $75.00 (from $73.00) while maintaining a Outperform rating.

The analyst comments "Some puts and takes, but ultimately not a thesis changing quarter. We now model FY25/FY26 net sales growth -3.8%/+3.1% (-2.7%/+3.7% prior) and EPS... More

JPMorgan on Apple (AAPL): 'we don’t see a significant impact to the upgrade cycle'

JPMorgan analyst Samik Chatterjee reiterated an Overweight rating and $245.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "With investors starting to get onboard steadily with the idea of a robust upgrade cycle to the AI-enabled iPhones to be launched by the company... More

CarMax (KMX) PT Raised to $70 at Truist Securities

Truist Securities analyst Scot Ciccarelli raised the price target on CarMax (NYSE: KMX) to $70.00 (from $66.00) while maintaining a Hold rating.

The analyst comments "1Q was in-line with our/investors muted expectations. While affordability modestly improved (APSs down ~3%), sales trends remain challenged, with used unit comps... More

Apple (AAPL) Won't Roll Out AI Features In EU This Year Because Of DMA- Bloomberg

Apple Won't Roll Out AI Features In EU This Year Because Of DMA - Bloomberg

Deutsche Bank Reiterates Buy Rating on Boeing (BA), 'we are encouraged by the building momentum'

Deutsche Bank analyst Scott Deuschle reiterated a Buy rating and $225.00 price target on Boeing (NYSE: BA).

The analyst comments "According to Cirium and public flight data, Boeing appears to have delivered 22 commercial aircraft month to date in June, including 21 737 MAX aircraft and 1 787. Of the 21 MAX deliveries, 6 were out of long-term storage, with the remaining 15 either... More

Microsoft (MSFT) target raised at Citi: 'OpenAI headlines a positive read on Azure'

Analysts at Citi raised their target for Microsoft (NASDAQ: MSFT) to $520 from $495 in a note this week, maintaining a Buy rating on the stock.

The bank said the latest OpenAI headlines are a positive read on Microsoft's Azure, but the... More

Morgan Stanley says App Store and iPhone builds suggest upside to Apple estimates

Morgan Stanley analysts say their latest data points to a potential upside to Apple's (NASDAQ: AAPL) estimates.

The firm said in a note Friday that "App Store net revenue growth is tracking +13.5% Y/Y MTD and +13.3% Y/Y QTD, implying 2 pts of upside vs. our C2Q 13.3% Services growth forecast."

The bank says this suggests that Apple's Services segment, which includes the App... More

Melius Defending NVIDIA (NVDA), 'Raising Estimates Again - EPS Power of $5 Looking More Real'

Melius analyst Ben Reitzes reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "Raising Estimates Again - EPS Power of $5 Looking More Real: Given the factors above, we are raising our estimates again especially for CY25/26. Although... More

Microsoft (MSFT) PT Raised to $520 at Citi

Citi analyst Tyler Radke raised the price target on Microsoft (NASDAQ: MSFT) to $520.00 (from $495.00) while maintaining a Buy rating.

The analyst comments "OpenAI has been in the news headlines over the last few weeks with press reports of the company more than... More

Apple (AAPL) PT Raised to $240 at Bernstein SocGen Group

Bernstein SocGen Group analyst Toni Sacconaghi raised the price target on Apple (NASDAQ: AAPL) to $240.00 (from $195.00) while maintaining a Outperform rating.

The analyst comments "We see 4 opportunities for Apple to monetize AI: 1) Offering on-device AI to drive accelerated iPhone replacement and incremental hardware... More