TD Cowen upgrades Rivian (RIVN) to Buy with $20 target before R2 SUV launch. Analysts forecast annual demand of 212K-335K units for the new model.
Author: Trader Edge
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Citi picks Nvidia (NVDA), Broadcom (AVGO), Texas Instruments, and Monolithic Power as top chip stocks, driven by AI data center growth and strong earnings.
Webull (BULL) receives Buy rating from Compass Point with $9 price target suggesting 64% upside. Revenue surged 50% YoY to $165.2M on stronger trading activity.
HPE stock climbs after Q1 earnings beat estimates, Q2 guidance tops forecasts, and company raises FY2026 outlook while prioritizing higher-margin orders.
JPMorgan warns S&P 500 could drop 10% as Iran war escalates and oil exceeds $100/barrel. Morgan Stanley remains bullish despite geopolitical tensions.
Uranium Energy (UEC) stock jumped 4% after reporting Q2 revenue of $20.2M and selling uranium at $101/lb, 25% above spot price with zero debt on books.
Bill Ackman’s Pershing Square files for NYSE listing as PS, raising $2.8B in commitments. The offering follows Warren Buffett’s permanent-capital model.
NIO stock rises 6% after achieving its first quarterly operating profit. Q4 revenue of RMB34.65B exceeded expectations with strong Q1 2026 guidance.
Vertex Pharmaceuticals (VRTX) stock jumped 5% after povetacicept met primary endpoint in IgA nephropathy trial, reducing urine protein by 52% versus placebo.
Oracle (ORCL) Q3 earnings preview: analysts forecast $1.70 EPS and $16.92B revenue, but debt surged $23B and shares are down 22% year-to-date.
AT&T (T) reveals $250B investment plan over 5 years to upgrade U.S. telecom infrastructure with fiber-optic, 5G wireless, and satellite technology.
SanDisk (SNDK) stock jumped 11.6% Monday, leading S&P 500 gains on robust Q2 earnings and analyst predictions of NAND shortages lasting until 2028.
Oil prices dropped 7% Tuesday after Trump indicated the Iran war was nearly over. Iran’s IRGC disputed this, threatening oil export blockades.
Apple (AAPL) produces 55M iPhones in India, up 53% YoY, and launches $599 MacBook Neo. Analysts see 17.4% upside potential from current price levels.
Palantir (PLTR) stock climbed 9% after Iran strike deployment, Pentagon dropped Anthropic AI, and Q4 revenue surged 70% to $1.41B. Wall Street divided.