DeepSeek's AI model is a 'minimal threat to AI revolution thesis': Dan Ives
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Wolfe Research on Meta Platforms Inc. (META), 'we expect a beat on both top and bottom lines'
January 28, 2025 12:09 PM ESTWolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $730.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst comments "For Q4, we expect a beat on both top and bottom lines, largely in-line with investor expectations. For FY25, we expect $112 - $117B Total Expenses... More
Raymond James on NVIDIA (NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'
January 28, 2025 10:44 AM ESTRaymond James on NVIDIA (NASDAQ: NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'
The analyst, Javed Mirza, comments "What is happening: NVIDIA Corporation (NVDA) is showing signs of technical weakness consistent with a new intermediate-term (1-3 month) corrective phase attempting to take hold. Price Momentum is weakening (see red circle, top panel, Exhibit 1) and the stock closed below an important technical level near the 40-week moving average (see thin blue line, third panel, Exhibit 1). In addition, Relative Strength is deteriorating versus the S&P 500 (see red arrow, second panel,... More
Tigress Financial Partners Upgrades NVIDIA (NVDA) to Strong Buy, PT $220
January 28, 2025 9:45 AM ESTTigress Financial Partners analyst Ivan Feinseth upgraded NVIDIA (NASDAQ: NVDA) from Buy to Strong Buy with a price target of $220.00.
The analyst comments "We upgrade our investment rating from Buy to Strong Buy and increase our 12-month target price to $220 as NVDA continues to be a core holding in the powerful AI investing theme and the industry-leading beneficiary of the significant capital investment in AI development driving the ongoing acceleration of AI adoption across all industries and enterprises, which will continue to drive significant revenue and cash flow growth and greater shareholder... More
Citi Reiterates Buy Rating on Apple (AAPL)
January 27, 2025 2:57 PM ESTCiti analyst Atif Malik reiterated a Buy rating and $255.00 price target on Apple (NASDAQ: AAPL)
The analyst comments "We maintain Buy on AAPL and await the release of iPhone SE4 and next Apple Intelligence software update iOS 18.4 in spring, with the highly anticipated... More
Goldman Sachs on Microsoft (MSFT): 'Strong cash yields as CapEx growth slows can drive accelerating net interest income'
January 27, 2025 2:11 PM ESTGoldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)
The analyst comments "Microsofts -19% TTM vs. NASDAQ despite its pivotal Gen-AI infrastructure cycle and the percolation of Gen-AI into the platform and application layer, coupled with EPS leverage, reaffirms conviction in our Buy rating and $500 PT. While higher COGS, and FX... More
Itau BBA Defending NVIDIA (NVDA): 'we would patiently add to our positions', 'USD 100 (20x USD 5 EPS) and USD 80 (20x USD 4 EPS) appear to be the main entry points'
January 27, 2025 1:58 PM ESTItau BBA analyst Thiago Kapulskis reiterated an Outperform rating and $164.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "What Happened? On Friday, NYT, Ben Thompson, and Vital Knowledge all wrote about DeepSeek (a Chinese AI startup) posing a threat to OpenAI.... More
JPMorgan Raises 1H25 iPhone EMS Build Plans for Apple (AAPL)
January 27, 2025 11:57 AM ESTJPMorgan Raises 1H25 iPhone EMS Build Plans for Apple (NASDAQ: AAPL).
The analyst comments "In this note, we lift our 1H25 iPhone EMS build plan estimates, mainly backed by some production push-out orders from 4Q24 and improving demand in China. Also, the initial demand for the upcoming iPhone SE4 model (expected to launch in the coming months) seems fine, which should support the total 1H25 iPhone EMS build plan. Despite slight growth production volume in 1Q25, we suspect it would not... More
