Wall Street strategist explains how to navigate an ’AI Bubble’
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Goldman: 'we expect policy news, ISM services (Tue) and several Fed officials speeches to be key macro catalysts this week'
August 4, 2025 12:26 PM EDTGoldman: 'we expect policy news, ISM services (Tue) and several Fed officials speeches to be key macro catalysts this week'.
The analyst comments "S&P 500 average stock 1-month implied volatility was up 1 point to 29 (51st %-ile vs the past year) and the average stock 1-month realized volatility was up 2 points to 26 (30th %-ile vs the past year) as the market... More
Evercore on US Markets: 'Near term volatility, -7% to -15% pullback remains base case'
August 4, 2025 10:25 AM EDTEvercore on US Markets: 'Near term volatility, -7% to -15% pullback remains base case'
The analyst comments "Navigation Bucking Bull Change Happens Gradually, Then Suddenly: Investors growing comfortable with Change dominating newsflow over the Summer Tariffs, capital markets, AI bid stocks up Gradually to an historically expensive 25xTTM P/E (Figure 1), and drove volatility to rarely seen lows. Figure 1: While It Isn't Y2K's 28x, at 25x Change Happens Gradually Then Suddenly, Especially in Aug/Sept And so when the News hit this past week on Tariffs... More
BofA Securities Reiterates Buy Rating on NVIDIA (NVDA)
August 4, 2025 9:33 AM EDTBofA Securities analyst Vivek Arya reiterated a Buy rating and $220.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Maintain Buy ahead of Aug-27 FQ2 (Jul) earnings call. Stock has had a strong run YTD so some near-term volatility is to be expected. Specifically, we see: 1) FQ2 sales beat: $47bn vs. $45.8bn consensus and $45bn guide on... More
