Expert Says U.S. Could Ease Export Restrictions on Some Chips Soon
After Nvidia (NVDA) disclosed that it would take a $5.5 billion charge related to new restrictions on its export of AI chips to China, Olivier Blanchard, the research director...
Author Archive - Larry Ramer
Investment Bank Remains Bullish on NVDA Despite Charge
After Nvidia (NVDA) announced that it would take a $5.5 billion charge to its inventory, investment bank Stifel remains bullish on NVDA stock and kept a Buy rating on the shares...
Earnings Estimates for TSLA Could Tumble, Bank Warns
The French bank noted that Tesla's free cash flow is expected to enter negative territory, while its revenue growth over the past 12 months dropped to just 1%.
Bank Remains Bullish on BAC Despite Target Cut
Bank of America has delivered strong results in the face of macroeconomic challenges, RBC reported.
Veteran Analyst Is Bullish on NVDA, MSFT, AVGO
Despite the stock market's current volatility, the longer-term outlook of technology is bright because large companies are going to invest in AI in order to reduce their costs...
Veteran Investor Calls Berkshire Hathaway (BRK-A) “the Top-in-Class” Defensive Name
In the current environment, defensiveness is the best stance, and Berkshire Hathaway (BRK-A, BRK-B) is the "top-in-class" name when it comes to defensive stocks, Joe Tigay, the...
Prominent Investor Is Kicking the Tires on NVDA for the First Time
Nvidia is changing hands for 20 times analysts' average forward estimates, Link noted.
Well-Known Investor Says China News “Not Material” for Boeing (BA)
After China reportedly decided that it would no longer accept deliveries of Boeing's (BA) planes, prominent investor Stephanie Link yesterday said that the news was "clearly not...
“Netflix (NFLX) Is the Best Stock in the Market” for 2025, Prominent Investor Says
The investor explained that he was looking for a "defensive stock." And according to Brown, NFLX "is the most defensible tech company, almost to the point where (it) is a consumer...
Prominent Investor Unloads His GOOG Stock
"Google's (search engine) has never had to compete the way that it does now with younger generations jumping right into ChatGPT when they want to know something," Brown asserted...
Investment Bank Recommends Buying SOFI Stock
Long-term investors should buy SoFI (SOFI) stock, according to investment bank William Blair.
Investors Should “Definitely Buy” META, Stock Expert Says
Contending that Meta (META) recently delivered "the best quarter in its history," Jeffrey Small, the President of Arbor Financial, called on investors to "definitely buy the stock...
Two Banks Are Bullish on NFLX
Netflix has "a strong subscription model with critical entertainment," Bank of America asserted.
Brand Issues Could Permanently Damage TSLA, Prominent Analyst Says
If Elon Musk continues to lead DOGE, the automaker's "brand issues would create permanent brand destruction," warned Dan Ives, a prominent analyst at Wedbush Securities, recently...
AAPL “Looks Pretty Good Overall,” LikeFolio Co-Founder Says
Meanwhile, MacBook is benefiting from the Vibe coding trend that was triggered by the proliferation of AI, and AAPL "is doing a great job of continuing to hold and advance its...
Apple Intelligence, New Form Factors Will Boost AAPL Stock, Analyst Says
Apple (AAPL) will effectively develop Apple Intelligence, while "new form factors" will boost the tech giant's 2026 revenue, Angelo Zino, a senior equity analyst at CFRA Research...
Pepsi (PEP) Stock Downgraded by Bank of America, Schwab Reports
Bank of America downgraded Pepsi (PEP) to Neutral from Buy, Schwab Network reported today.
Nvidia (NVDA) Is “Best Place to Hide Right Now,” Analyst Says
Nvidia's valuation is attractive, and the tech giant's recently announced decision to manufacture its upcoming chips at Taiwan Semi's (TSM) factories in Arizona "is real," since...
Bullish Notes Issued on Amazon (AMZN), JPMorgan (JPM)
Investment banks JMP Securities and CFRA today issued bullish notes on Amazon (AMZN) and JPMorgan (JPM), respectively.
Barclays, CNBC Commentator Tout BABA, Taiwan Semi (TSM), Respectively
British bank Barclays maintained its bullish stance on Chinese tech giant Alibaba (BABA) today, while CNBC commentator and professional investor Steve Weiss reported that he had...
GM Downgraded to Hold by Deutsche Bank
In the shorter term, the bank expects the automaker to withdraw its full-year guidance when it reports its first-quarter results on April 29.
Well-Known Analyst Is Upbeat on Recent Deal by Palantir (PLTR)
After Palantir (PLTR) announced on March 25 that it had made a deal to provide NATO with an AI system meant to boost the alliance's fighting prowess, Wedbush's Dan Ives believes...
Veteran Investor Says He’d “Kill to Have Nvidia” in the Low $90s
Intentionally overdramatizing, Dory Wiley, the CEO of Commerce Street Holdings, told Schwab Network recently, that "You'd kill to buy Nvidia (NVDA)" for prices in the low-$90 ...
Top Stock Picker Is Bullish on WMT, AMZN
The long-term outlooks of Walmart (WMT) and Amazon.com (AMZN) are positive, partly because both names have "pricing power," Jason Brown, the founder of The Brown Report told...
Bullish Options “Example Trade” Involving AAPL Unveiled by Schwab Network
With Apple (AAPL) climbing significantly today and trading near some key statistical levels, Schwab Network unveiled a "bullish example trade" involving call options on AAPL stock...
Schwab Suggests Apple (AAPL) Got a Major Reprieve From Trump
However, Horn also noted that Dan Ives, a well-known analyst for Wedbush Securities, is still warning that there is "mass confusion" about the outlook for U.S.
Schwab’s Senior Markets Correspondent Says Intel (INTC), TSM Partnership Looks Realistic
Such a joint venture would make sense for TSM, Tsilis stated.
Amazon (AMZN) Price Target Slashed by Investment Bank, But Bullish Outlook Maintained
Piper expects Amazon Web Services (AWS), the company's cloud-infrastructure unit, to increase its revenue by 17% in 2025.
UBS Remains Bullish on Walmart (WMT) Despite Tariffs
After recently attending Walmart's (WMT) presentations, UBS remains upbeat on WMT stock.
Bearish Options Play on Tesla Unveiled by TSLA Skeptic
Moreover, the automaker is likely to be hurt by the deterioration of consumer confidence in the U.S., while the performance of its shares will probably be undermined by the stock...
Morgan Stanley Is Bearish on Carnival (CCL), Royal Caribbean (RCL)
Morgan Stanley issued generally bearish notes on cruise operators Carnival Corporation (CCL) and Royal Caribbean Cruises (RCL).
Morgan Stanley Analyst Is Upbeat on Citi (C) Stock Heading Into Earnings
Heading into Citi's (C) first-quarter results, due to be unveiled on April 15, Morgan Stanley analyst Betsy Graseck is bullish on its shares.
Schwab Commentator Recommends Bullish Options Strategy for Taiwan Semi (TSM)
TSM's "uptrend was broken" during the market's recent selloff, as the stock "progressed into a falling wedge," Ducat said.
UBS Cuts Price Target on Tesla (TSLA), Downgrades GM
Although many institutions have lowered their estimates for Tesla this year, the estimates may be cut further after Elon Musk's automaker reports its first-quarter results, UBS...
Well-Known Analyst Cuts MSFT Price Target, Says Big Tech Will Undergo “Covid Playbook”
Dan Ives, a prominent tech analyst at Wedbush Securities, lowered his price target on Microsoft (MSFT) to $475 from $550 recently, citing his belief that spending on data centers...
Netflix’s (NFLX) Price Target Trimmed by KeyBanc, But Bank Remains Bullish on NFLX
During the current macro economic environment, the bank prefers companies with subscription business models over those that primarily rely on advertising.
AMD’s Price Target Slashed by Investment Bank
Estimates for the revenue that AMD will obtain from its GPU chips for data centers have dropped in the first half of this year, the investment bank noted.
Investment Bank Cuts NVDA Price Target But Remains Bullish on the Name
TD Cowen notes that, over this quarter and the subsequent quarter, NVDA's financial results will primarily be driven by its new Blackwell chip.
Tesla’s (TSLA) Risk/Reward Ratio Is Positive, Analyst says
Tesla's auto sales likely bottomed last quarter, as Q1 is usually the "weakest quarter for automakers," the analyst said.
Two Banks Lower Their Price Targets on Amazon (AMZN) Stock
About 50% of the customers of AMZN's cloud unit could reduce the amounts that they spend on its offerings over the next few quarters as they contemplate the impact of tariffs, ...
Apple’s (AAPL) Outlook Is Positive, Goldman Executive Says
Apple (AAPL) has multiple, significant, positive catalysts, Goldman Sachs Managing Director Sung Cho told CNBC recently.
Tesla (TSLA) Added to Investment Bank’s Best Ideas List
Also importantly, Benchmark expects TSLA to benefit from the fact that it manufactures many of its EVs in the U.S.
Apple (AAPL) Upgraded by Investment Bank to Hold
Investment bank Jefferies upgraded Apple (AAPL) stock to Hold from Underperform, citing valuation and its belief that the iPhone maker would likely be exempt from U.S.
Veteran Investor Sings the Praises of Nvidia (NVDA), JPMorgan (JPM)
Nvidia (NVDA) stock "is pretty underappreciated now," Tom Plumb, the president of Plumb Funds, told Schwab Network recently.
Veteran Trader Is Bullish on TJX’s Short-Term Outlook
Discount retailer TJX (TJX) can benefit from President Donald Trump's tariffs in the short term, Jessica Inskip, the Director of Investor Research at StockBrokers.com, told Schwab...
Broadcom (AVGO) Chart Analyzed, Options Trade Proposed in Wake of Today’s Rally
After Broadcom (AVGO) announced a new $10 billion share repurchase program late yesterday, sparking a rally by the name today, Schwab Network analyzed the stock's chart and proposed...
JPMorgan Cuts Its Price Targets on Many Internet Names, Including META and AMZN
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
Well-Known Investor Buys More AMZN, UBER, Starts Position in RKT
Describing both AMZN and UBER as among his "core positions," Brown stated that both firms "will be standing at the end of the trade war." He believes that "buying Amazon after...
AMD Downgraded on Competition, China Worries
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
Nvidia (NVDA) Can “Start to Look Interesting” Soon, Well-Known Investor Says
Analysts are poised to cut their estimates on Nvidia (NVDA) soon, and the shares could "start to look interesting" after that occurs, well-known investor Dan Niles said on CNBC...
