Why DeepSeek is 'unexpected' positive for semicaps like AMAT, KLAC, LRCX
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- Wall St futures muted as bond yields resume climb; Walmart drops after results
- Walmart shares fall despite earnings beat
- Alibaba stock dips as Q2 profit misses estimates despite strong AI cloud growth
- Wolfe remains "broadly bullish on AI semis stocks", names Top Pick
- Moderna stock pulls back after massive one-day rally: analysts weigh in
- Marvell issues Google warrant tied to custom chip deal
- FOMC minutes from July 28-29th meeting
- US stock futures steady after tech slump; investors focus on Middle East tensions
- Lowe's Cos. (LOW) Tops Q2 EPS by 17c, Misses on Revenue; Offers Fy27 Guidance
- Deutsche Bank calls Treasury buyback doubling similar to ’operation twist’
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
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
