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$Silver - main 2603(SImain)$
MichaelChuan
2025-10-31
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Ratings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch
MichaelChuan
2025-08-14
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Here are calls made by Wall Street's best analysts during the week of October 20-24.","content":"<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.</em></p><h2 id=\"id_1211968605\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>The firm raised its price target to $440 per share from $435 following earnings.</p><p>“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”</p><h2 id=\"id_3812182377\" style=\"text-align: start;\">Mizuho reiterates Nvidia as outperform</h2><p style=\"text-align: start;\">Mizuho says it’s sticking with the stock.</p><p>“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”</p><h2 id=\"id_2694053874\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p style=\"text-align: start;\">The investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.</p><p>“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”</p><h2 id=\"id_419934754\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>The firm said it’s bullish on the stock ahead of earnings later this month.</p><p>“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”</p><h2 id=\"id_2175601092\" style=\"text-align: start;\">Deutsche Bank reiterates Microsoft as buy</h2><p>The firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.</p><p>“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”</p><h2 id=\"id_3213495222\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s sticking with the stock ahead of earnings next week.</p><p>“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”</p><h2 id=\"id_246910683\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.</p><p>“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”</p><h2 id=\"id_3412140350\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>The firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.</p><p>“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”</p><h2 id=\"id_2188514199\" style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.</p><p>“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”</p><h2 id=\"id_4060789521\" style=\"text-align: start;\">Bank of America reiterates Netflix as buy</h2><p>The firm said it’s sticking with the stock following earnings on Tuesday.</p><p>“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”</p><h2 id=\"id_3257814046\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>Bernstein said investors should buy the dip in shares of Netflix.</p><p>“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”</p><h2 id=\"id_115190569\" style=\"text-align: start;\">Morgan Stanley reiterates Intel as equal weight</h2><p>The firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”</p><p>“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”</p><h2 id=\"id_1437603354\" style=\"text-align: start;\">Mizuho reiterates Broadcom as outperform</h2><p style=\"text-align: start;\">Mizuho raises its price target to $435 per share from $430.</p><p>“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.</p><h2 id=\"id_3451595009\" style=\"text-align: start;\">JPMorgan upgrades Coinbase to overweight from neutral</h2><p>JPMorgan says shares of the crypto company are too attractive to ignore.</p><p>“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”</p><h2 id=\"id_238477158\" style=\"text-align: start;\">Mizuho reiterates Beyond Meat as underperform</h2><p>Mizuho lowered its price target to $1.50 from $2 on shares of the meme stock.</p><p>“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”</p><h2 id=\"id_839108907\" style=\"text-align: start;\">Bank of America reiterates IBM as buy</h2><p>Bank of America raised its price target to $315 per share from $310 following earnings.</p><p>“IBM reported an overall clean quarter, beating on topline and EPS.”</p><h2 id=\"id_2551536574\" style=\"text-align: start;\">HSBC upgrades Halliburton to buy from hold</h2><p>HSBC called Halliburton a “unique play” on data centers.</p><p>“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-10-26 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.</em></p><h2 id=\"id_1211968605\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>The firm raised its price target to $440 per share from $435 following earnings.</p><p>“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”</p><h2 id=\"id_3812182377\" style=\"text-align: start;\">Mizuho reiterates Nvidia as outperform</h2><p style=\"text-align: start;\">Mizuho says it’s sticking with the stock.</p><p>“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”</p><h2 id=\"id_2694053874\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p style=\"text-align: start;\">The investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.</p><p>“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”</p><h2 id=\"id_419934754\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>The firm said it’s bullish on the stock ahead of earnings later this month.</p><p>“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”</p><h2 id=\"id_2175601092\" style=\"text-align: start;\">Deutsche Bank reiterates Microsoft as buy</h2><p>The firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.</p><p>“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”</p><h2 id=\"id_3213495222\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s sticking with the stock ahead of earnings next week.</p><p>“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”</p><h2 id=\"id_246910683\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.</p><p>“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”</p><h2 id=\"id_3412140350\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>The firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.</p><p>“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”</p><h2 id=\"id_2188514199\" style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.</p><p>“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”</p><h2 id=\"id_4060789521\" style=\"text-align: start;\">Bank of America reiterates Netflix as buy</h2><p>The firm said it’s sticking with the stock following earnings on Tuesday.</p><p>“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”</p><h2 id=\"id_3257814046\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>Bernstein said investors should buy the dip in shares of Netflix.</p><p>“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”</p><h2 id=\"id_115190569\" style=\"text-align: start;\">Morgan Stanley reiterates Intel as equal weight</h2><p>The firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”</p><p>“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”</p><h2 id=\"id_1437603354\" style=\"text-align: start;\">Mizuho reiterates Broadcom as outperform</h2><p style=\"text-align: start;\">Mizuho raises its price target to $435 per share from $430.</p><p>“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.</p><h2 id=\"id_3451595009\" style=\"text-align: start;\">JPMorgan upgrades Coinbase to overweight from neutral</h2><p>JPMorgan says shares of the crypto company are too attractive to ignore.</p><p>“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”</p><h2 id=\"id_238477158\" style=\"text-align: start;\">Mizuho reiterates Beyond Meat as underperform</h2><p>Mizuho lowered its price target to $1.50 from $2 on shares of the meme stock.</p><p>“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”</p><h2 id=\"id_839108907\" style=\"text-align: start;\">Bank of America reiterates IBM as buy</h2><p>Bank of America raised its price target to $315 per share from $310 following earnings.</p><p>“IBM reported an overall clean quarter, beating on topline and EPS.”</p><h2 id=\"id_2551536574\" style=\"text-align: start;\">HSBC upgrades Halliburton to buy from hold</h2><p>HSBC called Halliburton a “unique play” on data centers.</p><p>“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","TSLA":"特斯拉","NFLX":"奈飞","AAPL":"苹果","BYND":"Beyond Meat, Inc.","GOOG":"谷歌","INTC":"英特尔","META":"Meta Platforms, Inc.","MSFT":"微软","HAL":"哈里伯顿","COIN":"Coinbase Global, Inc.","NVDA":"英伟达","AMZN":"亚马逊","IBM":"IBM","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150084278","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.Deutsche Bank reiterates Tesla as buyThe firm raised its price target to $440 per share from $435 following earnings.“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”Mizuho reiterates Nvidia as outperformMizuho says it’s sticking with the stock.“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”Goldman Sachs reiterates Apple as buyThe investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”Morgan Stanley reiterates Apple as overweightThe firm said it’s bullish on the stock ahead of earnings later this month.“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”Deutsche Bank reiterates Microsoft as buyThe firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”Jefferies reiterates Microsoft as buyJefferies says it’s sticking with the stock ahead of earnings next week.“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”Bank of America reiterates Amazon as buyBank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”Bank of America reiterates Alphabet as buyThe firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”Bank of America reiterates Meta as buyBank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”Bank of America reiterates Netflix as buyThe firm said it’s sticking with the stock following earnings on Tuesday.“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”Bernstein reiterates Netflix as outperformBernstein said investors should buy the dip in shares of Netflix.“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”Morgan Stanley reiterates Intel as equal weightThe firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”Mizuho reiterates Broadcom as outperformMizuho raises its price target to $435 per share from $430.“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.JPMorgan upgrades Coinbase to overweight from neutralJPMorgan says shares of the crypto company are too attractive to ignore.“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”Mizuho reiterates Beyond Meat as underperformMizuho lowered its price target to $1.50 from $2 on shares of the meme stock.“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”Bank of America reiterates IBM as buyBank of America raised its price target to $315 per share from $310 following earnings.“IBM reported an overall clean quarter, beating on topline and EPS.”HSBC upgrades Halliburton to buy from holdHSBC called Halliburton a “unique play” on data centers.“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”","news_type":1,"symbols_score_info":{"NVDA":1.1,"MSFT":1.1,"AAPL":1.1,"GOOGL":1.1,"INTC":1.1,"AVGO":1.1,"COIN":1.1,"TSLA":1.1,"BYND":1.1,"HAL":1.1,"META":1.1,"NFLX":1.1,"AMZN":1.1,"IBM":1.1,"GOOG":1.1}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467421677147000,"gmtCreate":1755154281181,"gmtModify":1755156251308,"author":{"id":"4195078398465462","authorId":"4195078398465462","name":"MichaelChuan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195078398465462","idStr":"4195078398465462"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467421677147000","repostId":"1175519425","repostType":2,"repost":{"id":"1175519425","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1755143307,"share":"https://ttm.financial/m/news/1175519425?lang=en_US&edition=fundamental","pubTime":"2025-08-14 11:48","market":"us","language":"en","title":"Fundstrat Champions Ethereum: Calls It Biggest Macro Trading Opportunity for Next 10-15 Years, Targets $10,000 by Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1175519425","media":"Stock News","summary":"Financial research firm Fundstrat has incorporated Ethereum into its \"Mag7 & Bitcoin\" recommended investment strategy, describing it as the largest macro trading opportunity for the next 10-15 years....","content":"<p>Financial research firm Fundstrat has incorporated Ethereum into its \"Mag7 & Bitcoin\" recommended investment strategy, describing it as the largest macro trading opportunity for the next 10-15 years. Tom Lee, co-founder and head of research at Fundstrat, known as the \"Wall Street Oracle,\" stated: \"The primary driver is Wall Street's migration toward blockchain, propelled by the GENIUS Act and the SEC's crypto project aimed at transitioning Wall Street to blockchain infrastructure. Most stablecoins and Wall Street blockchain initiatives are built on Ethereum.\"</p>\n<p>Data reveals that Ethereum has surged 40.4% since the beginning of this year, outperforming Bitcoin's 27.7% gain. Sean Farrell, Fundstrat's head of digital asset research, anticipates Ethereum will reach $10,000 by year-end, with potential upside to $12,000-$15,000, indicating substantial room for further growth.</p>\n<p>Standard Chartered has similarly raised its Ethereum price forecasts significantly, expecting the cryptocurrency to surpass its November 2021 all-time high of $4,866 in the third quarter of 2025 and reach $7,500 by year-end (up from a previous forecast of $4,000). The bank projects Ethereum will hit $12,000 in 2026, $18,000 in 2027, and $25,000 during 2028-2029.</p>\n<p>Despite these optimistic projections, Bank of America's latest fund manager survey shows only 9% of fund managers hold cryptocurrency, compared to 48% holding gold. Tom Lee commented: \"This demonstrates we're still in very early stages.\"</p>\n<p>Lee also recommended that investors seeking Ethereum exposure could hold Ethereum ETFs or purchase \"Ethereum vault stocks,\" similar to MicroStrategy's (MSTR.US) Bitcoin strategy but with Ethereum as the underlying asset. The three major \"Ethereum vault stocks\" include: Bitmine (BMNR.US, holding over 1.15 million Ethereum), Sharplink Gaming (SBET.US), and Ethermachine (DYNX.US).</p>\n<p>Tom Lee remarked: \"This remains the most 'unloved' V-shaped recovery. We believe Bitcoin serves as a leading indicator, so we expect stocks to return to all-time highs, which Bitcoin achieved last week.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fundstrat Champions Ethereum: Calls It Biggest Macro Trading Opportunity for Next 10-15 Years, Targets $10,000 by Year-End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFundstrat Champions Ethereum: Calls It Biggest Macro Trading Opportunity for Next 10-15 Years, Targets $10,000 by Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-08-14 11:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Financial research firm Fundstrat has incorporated Ethereum into its \"Mag7 & Bitcoin\" recommended investment strategy, describing it as the largest macro trading opportunity for the next 10-15 years. Tom Lee, co-founder and head of research at Fundstrat, known as the \"Wall Street Oracle,\" stated: \"The primary driver is Wall Street's migration toward blockchain, propelled by the GENIUS Act and the SEC's crypto project aimed at transitioning Wall Street to blockchain infrastructure. Most stablecoins and Wall Street blockchain initiatives are built on Ethereum.\"</p>\n<p>Data reveals that Ethereum has surged 40.4% since the beginning of this year, outperforming Bitcoin's 27.7% gain. Sean Farrell, Fundstrat's head of digital asset research, anticipates Ethereum will reach $10,000 by year-end, with potential upside to $12,000-$15,000, indicating substantial room for further growth.</p>\n<p>Standard Chartered has similarly raised its Ethereum price forecasts significantly, expecting the cryptocurrency to surpass its November 2021 all-time high of $4,866 in the third quarter of 2025 and reach $7,500 by year-end (up from a previous forecast of $4,000). The bank projects Ethereum will hit $12,000 in 2026, $18,000 in 2027, and $25,000 during 2028-2029.</p>\n<p>Despite these optimistic projections, Bank of America's latest fund manager survey shows only 9% of fund managers hold cryptocurrency, compared to 48% holding gold. Tom Lee commented: \"This demonstrates we're still in very early stages.\"</p>\n<p>Lee also recommended that investors seeking Ethereum exposure could hold Ethereum ETFs or purchase \"Ethereum vault stocks,\" similar to MicroStrategy's (MSTR.US) Bitcoin strategy but with Ethereum as the underlying asset. The three major \"Ethereum vault stocks\" include: Bitmine (BMNR.US, holding over 1.15 million Ethereum), Sharplink Gaming (SBET.US), and Ethermachine (DYNX.US).</p>\n<p>Tom Lee remarked: \"This remains the most 'unloved' V-shaped recovery. We believe Bitcoin serves as a leading indicator, so we expect stocks to return to all-time highs, which Bitcoin achieved last week.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09046":"华夏以太币-U","ETHV":"以太坊ETF-VanEck","EZET":"以太坊ETF-Franklin","ETHW":"以太坊ETF-Bitwise","03046":"华夏以太币","IBIT":"比特币ETF-iShares","BK4585":"ETF&股票定投概念","ETH":"低成本以太坊ETF-Grayscale","BK1611":"加密货币现货ETF","03009":"博时以太币","ETHA":"以太坊ETF-iShares","09009":"博时以太币-U","FETH":"以太币ETF-Fidelity","ETHE":"最大以太坊ETF-Grayscale","09179":"嘉实以太币-U","BK4588":"碎股","CETH":"以太坊ETF-21Shares","BK4594":"比特币ETF概念","03179":"嘉实以太币","BK4601":"加密货币现货ETF","QETH":"以太坊ETF-Invesco Galaxy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175519425","content_text":"Financial research firm Fundstrat has incorporated Ethereum into its \"Mag7 & Bitcoin\" recommended investment strategy, describing it as the largest macro trading opportunity for the next 10-15 years. Tom Lee, co-founder and head of research at Fundstrat, known as the \"Wall Street Oracle,\" stated: \"The primary driver is Wall Street's migration toward blockchain, propelled by the GENIUS Act and the SEC's crypto project aimed at transitioning Wall Street to blockchain infrastructure. Most stablecoins and Wall Street blockchain initiatives are built on Ethereum.\"\nData reveals that Ethereum has surged 40.4% since the beginning of this year, outperforming Bitcoin's 27.7% gain. Sean Farrell, Fundstrat's head of digital asset research, anticipates Ethereum will reach $10,000 by year-end, with potential upside to $12,000-$15,000, indicating substantial room for further growth.\nStandard Chartered has similarly raised its Ethereum price forecasts significantly, expecting the cryptocurrency to surpass its November 2021 all-time high of $4,866 in the third quarter of 2025 and reach $7,500 by year-end (up from a previous forecast of $4,000). The bank projects Ethereum will hit $12,000 in 2026, $18,000 in 2027, and $25,000 during 2028-2029.\nDespite these optimistic projections, Bank of America's latest fund manager survey shows only 9% of fund managers hold cryptocurrency, compared to 48% holding gold. Tom Lee commented: \"This demonstrates we're still in very early stages.\"\nLee also recommended that investors seeking Ethereum exposure could hold Ethereum ETFs or purchase \"Ethereum vault stocks,\" similar to MicroStrategy's (MSTR.US) Bitcoin strategy but with Ethereum as the underlying asset. The three major \"Ethereum vault stocks\" include: Bitmine (BMNR.US, holding over 1.15 million Ethereum), Sharplink Gaming (SBET.US), and Ethermachine (DYNX.US).\nTom Lee remarked: \"This remains the most 'unloved' V-shaped recovery. We believe Bitcoin serves as a leading indicator, so we expect stocks to return to all-time highs, which Bitcoin achieved last week.\"","news_type":1,"symbols_score_info":{"03179":1,"QETH":1,"ETHA":1,"03046":1,"EZET":1,"ETH":1,"09009":1,"03009":1,"FETH":1,"IBIT":1,"CETH":1,"09179":1,"ETHV":1,"ETHE":1,"ETHW":1,"09046":1}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":517601539171064,"gmtCreate":1767390605818,"gmtModify":1767405853287,"author":{"id":"4195078398465462","authorId":"4195078398465462","name":"MichaelChuan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195078398465462","idStr":"4195078398465462"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2603(SImain)$</a> ","listText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2603(SImain)$</a> ","text":"$Silver - main 2603(SImain)$","images":[{"img":"https://community-static.tradeup.com/news/876b7845a03abffcfc825f7fa389b03f","width":"1242","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517601539171064","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494943091871968,"gmtCreate":1761866627604,"gmtModify":1761873883652,"author":{"id":"4195078398465462","authorId":"4195078398465462","name":"MichaelChuan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195078398465462","idStr":"4195078398465462"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494943091871968","repostId":"1150084278","repostType":2,"repost":{"id":"1150084278","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761440400,"share":"https://ttm.financial/m/news/1150084278?lang=en_US&edition=fundamental","pubTime":"2025-10-26 09:00","market":"us","language":"en","title":"Ratings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1150084278","media":"Tiger Newspress","summary":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.","content":"<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.</em></p><h2 id=\"id_1211968605\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>The firm raised its price target to $440 per share from $435 following earnings.</p><p>“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”</p><h2 id=\"id_3812182377\" style=\"text-align: start;\">Mizuho reiterates Nvidia as outperform</h2><p style=\"text-align: start;\">Mizuho says it’s sticking with the stock.</p><p>“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”</p><h2 id=\"id_2694053874\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p style=\"text-align: start;\">The investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.</p><p>“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”</p><h2 id=\"id_419934754\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>The firm said it’s bullish on the stock ahead of earnings later this month.</p><p>“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”</p><h2 id=\"id_2175601092\" style=\"text-align: start;\">Deutsche Bank reiterates Microsoft as buy</h2><p>The firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.</p><p>“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”</p><h2 id=\"id_3213495222\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s sticking with the stock ahead of earnings next week.</p><p>“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”</p><h2 id=\"id_246910683\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.</p><p>“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”</p><h2 id=\"id_3412140350\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>The firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.</p><p>“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”</p><h2 id=\"id_2188514199\" style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.</p><p>“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”</p><h2 id=\"id_4060789521\" style=\"text-align: start;\">Bank of America reiterates Netflix as buy</h2><p>The firm said it’s sticking with the stock following earnings on Tuesday.</p><p>“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”</p><h2 id=\"id_3257814046\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>Bernstein said investors should buy the dip in shares of Netflix.</p><p>“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”</p><h2 id=\"id_115190569\" style=\"text-align: start;\">Morgan Stanley reiterates Intel as equal weight</h2><p>The firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”</p><p>“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”</p><h2 id=\"id_1437603354\" style=\"text-align: start;\">Mizuho reiterates Broadcom as outperform</h2><p style=\"text-align: start;\">Mizuho raises its price target to $435 per share from $430.</p><p>“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.</p><h2 id=\"id_3451595009\" style=\"text-align: start;\">JPMorgan upgrades Coinbase to overweight from neutral</h2><p>JPMorgan says shares of the crypto company are too attractive to ignore.</p><p>“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”</p><h2 id=\"id_238477158\" style=\"text-align: start;\">Mizuho reiterates Beyond Meat as underperform</h2><p>Mizuho lowered its price target to $1.50 from $2 on shares of the meme stock.</p><p>“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”</p><h2 id=\"id_839108907\" style=\"text-align: start;\">Bank of America reiterates IBM as buy</h2><p>Bank of America raised its price target to $315 per share from $310 following earnings.</p><p>“IBM reported an overall clean quarter, beating on topline and EPS.”</p><h2 id=\"id_2551536574\" style=\"text-align: start;\">HSBC upgrades Halliburton to buy from hold</h2><p>HSBC called Halliburton a “unique play” on data centers.</p><p>“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Tesla, Nvidia, Apple, Microsoft, Amazon, Netflix, Intel, Beyond Meat, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-10-26 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.</em></p><h2 id=\"id_1211968605\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>The firm raised its price target to $440 per share from $435 following earnings.</p><p>“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”</p><h2 id=\"id_3812182377\" style=\"text-align: start;\">Mizuho reiterates Nvidia as outperform</h2><p style=\"text-align: start;\">Mizuho says it’s sticking with the stock.</p><p>“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”</p><h2 id=\"id_2694053874\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p style=\"text-align: start;\">The investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.</p><p>“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”</p><h2 id=\"id_419934754\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>The firm said it’s bullish on the stock ahead of earnings later this month.</p><p>“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”</p><h2 id=\"id_2175601092\" style=\"text-align: start;\">Deutsche Bank reiterates Microsoft as buy</h2><p>The firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.</p><p>“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”</p><h2 id=\"id_3213495222\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s sticking with the stock ahead of earnings next week.</p><p>“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”</p><h2 id=\"id_246910683\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.</p><p>“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”</p><h2 id=\"id_3412140350\" style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>The firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.</p><p>“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”</p><h2 id=\"id_2188514199\" style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.</p><p>“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”</p><h2 id=\"id_4060789521\" style=\"text-align: start;\">Bank of America reiterates Netflix as buy</h2><p>The firm said it’s sticking with the stock following earnings on Tuesday.</p><p>“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”</p><h2 id=\"id_3257814046\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>Bernstein said investors should buy the dip in shares of Netflix.</p><p>“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”</p><h2 id=\"id_115190569\" style=\"text-align: start;\">Morgan Stanley reiterates Intel as equal weight</h2><p>The firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”</p><p>“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”</p><h2 id=\"id_1437603354\" style=\"text-align: start;\">Mizuho reiterates Broadcom as outperform</h2><p style=\"text-align: start;\">Mizuho raises its price target to $435 per share from $430.</p><p>“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.</p><h2 id=\"id_3451595009\" style=\"text-align: start;\">JPMorgan upgrades Coinbase to overweight from neutral</h2><p>JPMorgan says shares of the crypto company are too attractive to ignore.</p><p>“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”</p><h2 id=\"id_238477158\" style=\"text-align: start;\">Mizuho reiterates Beyond Meat as underperform</h2><p>Mizuho lowered its price target to $1.50 from $2 on shares of the meme stock.</p><p>“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”</p><h2 id=\"id_839108907\" style=\"text-align: start;\">Bank of America reiterates IBM as buy</h2><p>Bank of America raised its price target to $315 per share from $310 following earnings.</p><p>“IBM reported an overall clean quarter, beating on topline and EPS.”</p><h2 id=\"id_2551536574\" style=\"text-align: start;\">HSBC upgrades Halliburton to buy from hold</h2><p>HSBC called Halliburton a “unique play” on data centers.</p><p>“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","TSLA":"特斯拉","NFLX":"奈飞","AAPL":"苹果","BYND":"Beyond Meat, Inc.","GOOG":"谷歌","INTC":"英特尔","META":"Meta Platforms, Inc.","MSFT":"微软","HAL":"哈里伯顿","COIN":"Coinbase Global, Inc.","NVDA":"英伟达","AMZN":"亚马逊","IBM":"IBM","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150084278","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of October 20-24.Deutsche Bank reiterates Tesla as buyThe firm raised its price target to $440 per share from $435 following earnings.“Elon Musk is clearly dialed in at Tesla and the passing of the compensation package will be important in ensuring that continues. High level, robotaxi and Optimus are both progressing slower than desired but v14 should signal an inflection in FSD and Tesla may ultimately prove to be the only Western company capable of manufacturing humanoids at scale.”Mizuho reiterates Nvidia as outperformMizuho says it’s sticking with the stock.“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications (we estimate >95% share today), which we believe is growing at ~60% CAGR to >$500B by 2028E.”Goldman Sachs reiterates Apple as buyThe investment bank raised its price target on Apple to $279 per share from $266 ahead of earnings on October 30.“Into F2026, we expect continued strength in iPhone demand, supported by both US carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable.”Morgan Stanley reiterates Apple as overweightThe firm said it’s bullish on the stock ahead of earnings later this month.“Sept/Dec Q buyside expectations have climbed higher in recent weeks, but we believe Apple will surpass those expects, keeping a bid on the stock.”Deutsche Bank reiterates Microsoft as buyThe firm said it came away feeling more bullish ahead of earnings later this month following a meeting with investor relations.“We had the pleasure of spending a good deal of time with company executives and IR intra-quarter during our DB Tech Conference, Redmond HQ visit and European NDR. Coming away we feel even better about Microsoft’s positioning across both Azure (particularly for hybrid customers & AI inferencing) and Apps..”Jefferies reiterates Microsoft as buyJefferies says it’s sticking with the stock ahead of earnings next week.“After its best print in recent memory, MSFT is flat but positioned to rerate, driven by Azure and M365 momentum, robust bookings growth and rising AI contribution.”Bank of America reiterates Amazon as buyBank of America said it’s sticking with the e-commerce giant ahead of earnings later this month.“Amazon is an eCommerce and cloud computing leader with higher market share and margin potential stemming from its global scale, fulfillment footprint and technology platform investments.”Bank of America reiterates Alphabet as buyThe firm raised its price target to $280 per share from $252 ahead of Alphabet earnings later this month.“Checks indicate 3Q ad spending ahead of expectations, supported by improving macro, increasing data use, & ad spend to offset organic search traffic declines.”Bank of America reiterates Meta as buyBank of America says it’s sticking with the Instagram and What’sApp owner ahead of earnings later this month.“Meta is an investment in increasing social and mobile Internet usage, and also offers exposure to the increasing use of AI/ML technology and potential long-term Metaverse opportunity.”Bank of America reiterates Netflix as buyThe firm said it’s sticking with the stock following earnings on Tuesday.“In our view, Netflix shares will be fueled by continued positive subscriber and earnings momentum in addition to evolving advertising and live opportunities.”Bernstein reiterates Netflix as outperformBernstein said investors should buy the dip in shares of Netflix.“Engagement overhang persists. Netflix recorded its highest-ever TV viewing share, but questions remain over whether engagement growth is outpacing, or even keeping pace with, subscriber growth. Engagement levels remain solid relative to its long-form peers, yet the rising share of short-form consumption will likely weigh on investor sentiment for some time. M&A overhang.”Morgan Stanley reiterates Intel as equal weightThe firm says it’s sticking with its equal weight rating but that Intel’s earnings report on Thursday was “encouraging.”“Significant upside in 3q especially on margins, showing a pattern of underpromising and over-delivering, which is encouraging.”Mizuho reiterates Broadcom as outperformMizuho raises its price target to $435 per share from $430.“Reiterate AVGO at Outperform, raise PT to $435 (prior: $430), 42.7x our C26E P/E as we note AVGO now potentially with 5 Hyperscale ASIC customers (out of a possible ~7), as it continues to see its TAM/share expand with leadership in the AI ASIC market.JPMorgan upgrades Coinbase to overweight from neutralJPMorgan says shares of the crypto company are too attractive to ignore.“We are upgrading Coinbase to Overweight as we look ahead to emerging monetization opportunities and abating risks at what we see is an attractive valuation versus cryptocurrency peers.”Mizuho reiterates Beyond Meat as underperformMizuho lowered its price target to $1.50 from $2 on shares of the meme stock.“Volatility Elevated but Fundamentals Weak; Reducing PT on Dilution; Maintain Underperform. ... .Recent financing actions for BYND have addressed concerns for short- and long-term capital structure but weak fundamentals maintain our Underperform for BYND shares.”Bank of America reiterates IBM as buyBank of America raised its price target to $315 per share from $310 following earnings.“IBM reported an overall clean quarter, beating on topline and EPS.”HSBC upgrades Halliburton to buy from holdHSBC called Halliburton a “unique play” on data centers.“Upgrade to Buy (from Hold) and raise TP to USD30.00 (from USD23.00) for a higher multiple.”","news_type":1,"symbols_score_info":{"NVDA":1.1,"MSFT":1.1,"AAPL":1.1,"GOOGL":1.1,"INTC":1.1,"AVGO":1.1,"COIN":1.1,"TSLA":1.1,"BYND":1.1,"HAL":1.1,"META":1.1,"NFLX":1.1,"AMZN":1.1,"IBM":1.1,"GOOG":1.1}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467421677147000,"gmtCreate":1755154281181,"gmtModify":1755156251308,"author":{"id":"4195078398465462","authorId":"4195078398465462","name":"MichaelChuan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195078398465462","idStr":"4195078398465462"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467421677147000","repostId":"1175519425","repostType":2,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
