Trump revamps stock portfolio, adding Nvidia and other AI names
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StreetInsider.com Top Tickers, 9/22/2026
- S&P 500, Dow set for higher open with focus on Mideast developments
- Exclusive: SB Energy Nasdaq IPO moving forward as planned
- AI and earnings keep driving markets as focus shifts to Trump-Xi summit
- Meta bull case increasingly playing out, Mizuho says
- Oil falls to two-week low as Gulf supply outlook improves
- Pennsylvania measles cases near 800 as outbreak grows
- A timeline of Trump administration moves to weaken endangered species protections
- Meta AI agent ‘Muse’ triggers massive tech rally as chips and Wall Street soar
- Nasdaq notches record-high close, AI optimism reignites and Treasury yields retreat
- SpaceX and Tesla’s AI linkup is getting deeper. Here’s what Morgan Stanley sees
Monness, Crespi, Hardt Cautious on Workday (WDAY): 'Hijacked by the Existential Threat Presented by the AI Complex'
May 15, 2026 6:22 AM EDTMonness, Crespi, Hardt analyst Brian White reiterated a Neutral rating and {REMOVEPT} price target on Workday (NASDAQ: WDAY)
The analyst comments "Looking for Growth to Decelerate. We believe Workday will match our 1Q:FY27 revenue estimate of $2.525 billion (Street at $2.517 billion) and at least meet our EPS forecast of $2.54 (Street at $2.51). We expect operating income of $779.5... More
