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03-09
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Top Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More
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02-20
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Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street
JuliaQQ
01-19
$BitGo Holdings, Inc.(BTGO)$
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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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540872191411552","repostId":"1177324528","repostType":2,"repost":{"id":"1177324528","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":1773061745,"share":"https://ttm.financial/m/news/1177324528?lang=en_US&edition=fundamental","pubTime":"2026-03-09 21:09","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1177324528","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Citigroup reiterates Apple as buyThe bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.“While we...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3 id=\"id_1108662309\" style=\"text-align: start;\">Citigroup reiterates Apple as buy</h3><p style=\"text-align: start;\">The bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.</p><p>“While we believe <u>Apple</u> can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”</p><h3 id=\"id_3676833941\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">Deutsche Bank cut its price target on <u>Oracle</u> to $300 per share from $375 ahead of earnings later this week.</p><p>“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”</p><h3 id=\"id_1864807475\" style=\"text-align: start;\">Citi reiterates Nvidia as buy</h3><p style=\"text-align: start;\">Citi said <u>Nvidia</u> remains a “core” holding.</p><p>“Core AI holding on agentic and physical AI.”</p><h3 id=\"id_3006962749\" style=\"text-align: start;\">UBS upgrades PG&E to buy from neutral</h3><p style=\"text-align: start;\">UBS sees “wildfire risk reduction ahead” for <u>PG&E.</u></p><p>“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”</p><h3 id=\"id_1463571430\" style=\"text-align: start;\">UBS initiates SOLV Energy at buy</h3><p style=\"text-align: start;\">UBS said shares of the energy company are attractive.</p><p>“We initiate <u>SOLV Energy</u> (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”</p><h3 id=\"id_4221756592\" style=\"text-align: start;\">Morgan Stanley initiates AGI at overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the Brazilian payroll lending company has upside potential.</p><p>“Initiating coverage on <u>AGBK</u> with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”</p><h3 id=\"id_852809941\" style=\"text-align: start;\">Wells Fargo downgrades Netflix to equal weight from overweight</h3><p style=\"text-align: start;\">Wells said <u>Netflix</u> will need to keep investing to grow.</p><p>“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ more<br/>content. Our content spend & fwd rev ests are a bit above Street and our margins are a bit<br/>below. We think 25-30x P/E is the new range, and resume at Equal Weight.”</p><h3 id=\"id_3843708123\" style=\"text-align: start;\">Citi reiterates Micron as buy</h3><p style=\"text-align: start;\">Citi raised its price target to $430 per share from $385 ahead of earnings next week.</p><p><u>“Micron</u> reports Feb-Q earnings on 3/18.”</p><h3 id=\"id_3535422528\" style=\"text-align: start;\">Citi upgrades Terex to buy from neutral</h3><p style=\"text-align: start;\">Citi said sentiment is improving for the materials processing company.</p><p>“We are upgrading <u>TEX</u> to Buy from Neutral and raising our price target to $75 from $73.”</p><h3 id=\"id_818183812\" style=\"text-align: start;\">Wolfe downgrades Starbucks to peer perform from outperform</h3><p style=\"text-align: start;\">Wolfe said the turnaround is taking longer than expected.</p><p>“We are assuming coverage of <u>SBUX,</u> and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”</p><h3 id=\"id_186455912\" style=\"text-align: start;\">Morgan Stanley cuts Jefferies to equal weight from overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the risk/reward is less attractive.</p><p>“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading <u>JEF f</u>rom OW to EW and lowering PT to $49 from $78.”</p><h3 id=\"id_3300427875\" style=\"text-align: start;\">UBS initiates Arko Petroleum at buy</h3><p style=\"text-align: start;\">UBS said the petroleum company is best positioned.</p><p>“We initiate on <u>APC</u> at Buy with a $22 PT.”</p><h3 id=\"id_3493941796\" style=\"text-align: start;\">UBS upgrades H World Group to buy from neutral</h3><p style=\"text-align: start;\">UBS said the hotel company has upside potential.</p><p>“As <u>H World</u> could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”</p><h3 id=\"id_2732068054\" style=\"text-align: start;\">Rothschild & Co Redburn upgrades GE Vernova to buy from sell</h3><p style=\"text-align: start;\">Rothschild sees upside to consensus.</p><p>“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and <u>GE Vernova</u> at the end of 2026 and probably 2027.”</p><h3 id=\"id_2720936544\" style=\"text-align: start;\">Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutral</h3><p style=\"text-align: start;\">Baird said buy the dip in several regional banks.</p><p>“Recent weakness creates more attractive risk/reward trade-offs, upgrading <u>CFG</u>, <u>TFC</u>, and <u>ZION</u> to Outperform...”</p><h3 id=\"id_736063013\" style=\"text-align: start;\">Truist upgrades Redwire to buy from hold</h3><p style=\"text-align: start;\">Truist called the aerospace company an “under the radar drone play.”</p><p>“We are upgrading <u>RDW</u> to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”</p><h3 id=\"id_1072263267\" style=\"text-align: start;\">Compass Point initiates Webull at buy</h3><p style=\"text-align: start;\">Compass Point is bullish on the retail e-broker.</p><p>“We initiate coverage on <u>BULL</u> with a Buy rating and $9 PT”</p><h3 id=\"id_852062658\" style=\"text-align: start;\">TD Cowen upgrades Fortrea to buy from hold</h3><p style=\"text-align: start;\">TD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.</p><p>“We upgrade <u>FTRE</u> to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14x<br/>vs ~0.91x in 1H.”</p><h3 id=\"id_64692193\" style=\"text-align: start;\">RBC upgrades Dow to outperform from market perform</h3><p style=\"text-align: start;\">RBC said in its upgrade of <u>Dow</u> that it sees increasing demand.</p><p>“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”</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>Top Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More</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\">\nTop Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More\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\">2026-03-09 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3 id=\"id_1108662309\" style=\"text-align: start;\">Citigroup reiterates Apple as buy</h3><p style=\"text-align: start;\">The bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.</p><p>“While we believe <u>Apple</u> can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”</p><h3 id=\"id_3676833941\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">Deutsche Bank cut its price target on <u>Oracle</u> to $300 per share from $375 ahead of earnings later this week.</p><p>“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”</p><h3 id=\"id_1864807475\" style=\"text-align: start;\">Citi reiterates Nvidia as buy</h3><p style=\"text-align: start;\">Citi said <u>Nvidia</u> remains a “core” holding.</p><p>“Core AI holding on agentic and physical AI.”</p><h3 id=\"id_3006962749\" style=\"text-align: start;\">UBS upgrades PG&E to buy from neutral</h3><p style=\"text-align: start;\">UBS sees “wildfire risk reduction ahead” for <u>PG&E.</u></p><p>“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”</p><h3 id=\"id_1463571430\" style=\"text-align: start;\">UBS initiates SOLV Energy at buy</h3><p style=\"text-align: start;\">UBS said shares of the energy company are attractive.</p><p>“We initiate <u>SOLV Energy</u> (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”</p><h3 id=\"id_4221756592\" style=\"text-align: start;\">Morgan Stanley initiates AGI at overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the Brazilian payroll lending company has upside potential.</p><p>“Initiating coverage on <u>AGBK</u> with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”</p><h3 id=\"id_852809941\" style=\"text-align: start;\">Wells Fargo downgrades Netflix to equal weight from overweight</h3><p style=\"text-align: start;\">Wells said <u>Netflix</u> will need to keep investing to grow.</p><p>“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ more<br/>content. Our content spend & fwd rev ests are a bit above Street and our margins are a bit<br/>below. We think 25-30x P/E is the new range, and resume at Equal Weight.”</p><h3 id=\"id_3843708123\" style=\"text-align: start;\">Citi reiterates Micron as buy</h3><p style=\"text-align: start;\">Citi raised its price target to $430 per share from $385 ahead of earnings next week.</p><p><u>“Micron</u> reports Feb-Q earnings on 3/18.”</p><h3 id=\"id_3535422528\" style=\"text-align: start;\">Citi upgrades Terex to buy from neutral</h3><p style=\"text-align: start;\">Citi said sentiment is improving for the materials processing company.</p><p>“We are upgrading <u>TEX</u> to Buy from Neutral and raising our price target to $75 from $73.”</p><h3 id=\"id_818183812\" style=\"text-align: start;\">Wolfe downgrades Starbucks to peer perform from outperform</h3><p style=\"text-align: start;\">Wolfe said the turnaround is taking longer than expected.</p><p>“We are assuming coverage of <u>SBUX,</u> and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”</p><h3 id=\"id_186455912\" style=\"text-align: start;\">Morgan Stanley cuts Jefferies to equal weight from overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the risk/reward is less attractive.</p><p>“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading <u>JEF f</u>rom OW to EW and lowering PT to $49 from $78.”</p><h3 id=\"id_3300427875\" style=\"text-align: start;\">UBS initiates Arko Petroleum at buy</h3><p style=\"text-align: start;\">UBS said the petroleum company is best positioned.</p><p>“We initiate on <u>APC</u> at Buy with a $22 PT.”</p><h3 id=\"id_3493941796\" style=\"text-align: start;\">UBS upgrades H World Group to buy from neutral</h3><p style=\"text-align: start;\">UBS said the hotel company has upside potential.</p><p>“As <u>H World</u> could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”</p><h3 id=\"id_2732068054\" style=\"text-align: start;\">Rothschild & Co Redburn upgrades GE Vernova to buy from sell</h3><p style=\"text-align: start;\">Rothschild sees upside to consensus.</p><p>“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and <u>GE Vernova</u> at the end of 2026 and probably 2027.”</p><h3 id=\"id_2720936544\" style=\"text-align: start;\">Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutral</h3><p style=\"text-align: start;\">Baird said buy the dip in several regional banks.</p><p>“Recent weakness creates more attractive risk/reward trade-offs, upgrading <u>CFG</u>, <u>TFC</u>, and <u>ZION</u> to Outperform...”</p><h3 id=\"id_736063013\" style=\"text-align: start;\">Truist upgrades Redwire to buy from hold</h3><p style=\"text-align: start;\">Truist called the aerospace company an “under the radar drone play.”</p><p>“We are upgrading <u>RDW</u> to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”</p><h3 id=\"id_1072263267\" style=\"text-align: start;\">Compass Point initiates Webull at buy</h3><p style=\"text-align: start;\">Compass Point is bullish on the retail e-broker.</p><p>“We initiate coverage on <u>BULL</u> with a Buy rating and $9 PT”</p><h3 id=\"id_852062658\" style=\"text-align: start;\">TD Cowen upgrades Fortrea to buy from hold</h3><p style=\"text-align: start;\">TD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.</p><p>“We upgrade <u>FTRE</u> to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14x<br/>vs ~0.91x in 1H.”</p><h3 id=\"id_64692193\" style=\"text-align: start;\">RBC upgrades Dow to outperform from market perform</h3><p style=\"text-align: start;\">RBC said in its upgrade of <u>Dow</u> that it sees increasing demand.</p><p>“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177324528","content_text":"Here are the biggest calls on Wall Street on Monday:Citigroup reiterates Apple as buyThe bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.“While we believe Apple can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”Deutsche Bank reiterates Oracle as buyDeutsche Bank cut its price target on Oracle to $300 per share from $375 ahead of earnings later this week.“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”Citi reiterates Nvidia as buyCiti said Nvidia remains a “core” holding.“Core AI holding on agentic and physical AI.”UBS upgrades PG&E to buy from neutralUBS sees “wildfire risk reduction ahead” for PG&E.“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”UBS initiates SOLV Energy at buyUBS said shares of the energy company are attractive.“We initiate SOLV Energy (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”Morgan Stanley initiates AGI at overweightMorgan Stanley said the Brazilian payroll lending company has upside potential.“Initiating coverage on AGBK with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”Wells Fargo downgrades Netflix to equal weight from overweightWells said Netflix will need to keep investing to grow.“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ morecontent. Our content spend & fwd rev ests are a bit above Street and our margins are a bitbelow. We think 25-30x P/E is the new range, and resume at Equal Weight.”Citi reiterates Micron as buyCiti raised its price target to $430 per share from $385 ahead of earnings next week.“Micron reports Feb-Q earnings on 3/18.”Citi upgrades Terex to buy from neutralCiti said sentiment is improving for the materials processing company.“We are upgrading TEX to Buy from Neutral and raising our price target to $75 from $73.”Wolfe downgrades Starbucks to peer perform from outperformWolfe said the turnaround is taking longer than expected.“We are assuming coverage of SBUX, and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”Morgan Stanley cuts Jefferies to equal weight from overweightMorgan Stanley said the risk/reward is less attractive.“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading JEF from OW to EW and lowering PT to $49 from $78.”UBS initiates Arko Petroleum at buyUBS said the petroleum company is best positioned.“We initiate on APC at Buy with a $22 PT.”UBS upgrades H World Group to buy from neutralUBS said the hotel company has upside potential.“As H World could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”Rothschild & Co Redburn upgrades GE Vernova to buy from sellRothschild sees upside to consensus.“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and GE Vernova at the end of 2026 and probably 2027.”Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutralBaird said buy the dip in several regional banks.“Recent weakness creates more attractive risk/reward trade-offs, upgrading CFG, TFC, and ZION to Outperform...”Truist upgrades Redwire to buy from holdTruist called the aerospace company an “under the radar drone play.”“We are upgrading RDW to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”Compass Point initiates Webull at buyCompass Point is bullish on the retail e-broker.“We initiate coverage on BULL with a Buy rating and $9 PT”TD Cowen upgrades Fortrea to buy from holdTD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.“We upgrade FTRE to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14xvs ~0.91x in 1H.”RBC upgrades Dow to outperform from market performRBC said in its upgrade of Dow that it sees increasing demand.“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”","news_type":1,"symbols_score_info":{"AAPL":2,"NVDA":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534843833660640,"gmtCreate":1771598797561,"gmtModify":1771600830150,"author":{"id":"4209873737720722","authorId":"4209873737720722","name":"JuliaQQ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209873737720722","authorIdStr":"4209873737720722"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534843833660640","repostId":"2612286205","repostType":2,"repost":{"id":"2612286205","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1771587000,"share":"https://ttm.financial/m/news/2612286205?lang=en_US&edition=fundamental","pubTime":"2026-02-20 19:30","market":"us","language":"en","title":"Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2612286205","media":"Dow Jones","summary":"One person’s trash is another person’s treasure.","content":"<html><head></head><body><p style=\"text-align: start;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</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>Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street</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\">\nNvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-20 19:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4529":"IDC概念","LU2264538146.SGD":"Fullerton Lux Funds - 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US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4587":"ChatGPT概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612286205","content_text":"One person’s trash is another person’s treasure.After Nvidia revealed it sold its entire stake in Recursion Pharmaceuticals, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.The ARK Innovation ETF now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.That would be some pot of gold.","news_type":1,"symbols_score_info":{"NVDA":1.87,"NVDB":0.6,"NVDY":0.6,"NVDX":0.6,"RXRX":2.1,"ANV":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVD":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDD":0.6,"NVDU":0.6,"SNVD.UK":0.6,"ARKK":2,"NVDS":0.6,"3NVD.UK":0.6,"NVDW":0.6,"NVIW.SI":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523457654034912,"gmtCreate":1768824069395,"gmtModify":1769075811479,"author":{"id":"4209873737720722","authorId":"4209873737720722","name":"JuliaQQ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209873737720722","authorIdStr":"4209873737720722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> ","listText":"<a href=\"https://ttm.financial/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> ","text":"$BitGo Holdings, Inc.(BTGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523457654034912","isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":534843833660640,"gmtCreate":1771598797561,"gmtModify":1771600830150,"author":{"id":"4209873737720722","authorId":"4209873737720722","name":"JuliaQQ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209873737720722","authorIdStr":"4209873737720722"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534843833660640","repostId":"2612286205","repostType":2,"repost":{"id":"2612286205","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1771587000,"share":"https://ttm.financial/m/news/2612286205?lang=en_US&edition=fundamental","pubTime":"2026-02-20 19:30","market":"us","language":"en","title":"Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2612286205","media":"Dow Jones","summary":"One person’s trash is another person’s treasure.","content":"<html><head></head><body><p style=\"text-align: start;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</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>Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street</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\">\nNvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-20 19:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4529":"IDC概念","LU2264538146.SGD":"Fullerton Lux Funds - 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US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4587":"ChatGPT概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612286205","content_text":"One person’s trash is another person’s treasure.After Nvidia revealed it sold its entire stake in Recursion Pharmaceuticals, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.The ARK Innovation ETF now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.That would be some pot of gold.","news_type":1,"symbols_score_info":{"NVDA":1.87,"NVDB":0.6,"NVDY":0.6,"NVDX":0.6,"RXRX":2.1,"ANV":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVD":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDD":0.6,"NVDU":0.6,"SNVD.UK":0.6,"ARKK":2,"NVDS":0.6,"3NVD.UK":0.6,"NVDW":0.6,"NVIW.SI":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540872191411552,"gmtCreate":1773070585321,"gmtModify":1773070948703,"author":{"id":"4209873737720722","authorId":"4209873737720722","name":"JuliaQQ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209873737720722","authorIdStr":"4209873737720722"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540872191411552","repostId":"1177324528","repostType":2,"repost":{"id":"1177324528","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":1773061745,"share":"https://ttm.financial/m/news/1177324528?lang=en_US&edition=fundamental","pubTime":"2026-03-09 21:09","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1177324528","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Citigroup reiterates Apple as buyThe bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.“While we...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3 id=\"id_1108662309\" style=\"text-align: start;\">Citigroup reiterates Apple as buy</h3><p style=\"text-align: start;\">The bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.</p><p>“While we believe <u>Apple</u> can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”</p><h3 id=\"id_3676833941\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">Deutsche Bank cut its price target on <u>Oracle</u> to $300 per share from $375 ahead of earnings later this week.</p><p>“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”</p><h3 id=\"id_1864807475\" style=\"text-align: start;\">Citi reiterates Nvidia as buy</h3><p style=\"text-align: start;\">Citi said <u>Nvidia</u> remains a “core” holding.</p><p>“Core AI holding on agentic and physical AI.”</p><h3 id=\"id_3006962749\" style=\"text-align: start;\">UBS upgrades PG&E to buy from neutral</h3><p style=\"text-align: start;\">UBS sees “wildfire risk reduction ahead” for <u>PG&E.</u></p><p>“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”</p><h3 id=\"id_1463571430\" style=\"text-align: start;\">UBS initiates SOLV Energy at buy</h3><p style=\"text-align: start;\">UBS said shares of the energy company are attractive.</p><p>“We initiate <u>SOLV Energy</u> (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”</p><h3 id=\"id_4221756592\" style=\"text-align: start;\">Morgan Stanley initiates AGI at overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the Brazilian payroll lending company has upside potential.</p><p>“Initiating coverage on <u>AGBK</u> with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”</p><h3 id=\"id_852809941\" style=\"text-align: start;\">Wells Fargo downgrades Netflix to equal weight from overweight</h3><p style=\"text-align: start;\">Wells said <u>Netflix</u> will need to keep investing to grow.</p><p>“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ more<br/>content. Our content spend & fwd rev ests are a bit above Street and our margins are a bit<br/>below. We think 25-30x P/E is the new range, and resume at Equal Weight.”</p><h3 id=\"id_3843708123\" style=\"text-align: start;\">Citi reiterates Micron as buy</h3><p style=\"text-align: start;\">Citi raised its price target to $430 per share from $385 ahead of earnings next week.</p><p><u>“Micron</u> reports Feb-Q earnings on 3/18.”</p><h3 id=\"id_3535422528\" style=\"text-align: start;\">Citi upgrades Terex to buy from neutral</h3><p style=\"text-align: start;\">Citi said sentiment is improving for the materials processing company.</p><p>“We are upgrading <u>TEX</u> to Buy from Neutral and raising our price target to $75 from $73.”</p><h3 id=\"id_818183812\" style=\"text-align: start;\">Wolfe downgrades Starbucks to peer perform from outperform</h3><p style=\"text-align: start;\">Wolfe said the turnaround is taking longer than expected.</p><p>“We are assuming coverage of <u>SBUX,</u> and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”</p><h3 id=\"id_186455912\" style=\"text-align: start;\">Morgan Stanley cuts Jefferies to equal weight from overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the risk/reward is less attractive.</p><p>“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading <u>JEF f</u>rom OW to EW and lowering PT to $49 from $78.”</p><h3 id=\"id_3300427875\" style=\"text-align: start;\">UBS initiates Arko Petroleum at buy</h3><p style=\"text-align: start;\">UBS said the petroleum company is best positioned.</p><p>“We initiate on <u>APC</u> at Buy with a $22 PT.”</p><h3 id=\"id_3493941796\" style=\"text-align: start;\">UBS upgrades H World Group to buy from neutral</h3><p style=\"text-align: start;\">UBS said the hotel company has upside potential.</p><p>“As <u>H World</u> could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”</p><h3 id=\"id_2732068054\" style=\"text-align: start;\">Rothschild & Co Redburn upgrades GE Vernova to buy from sell</h3><p style=\"text-align: start;\">Rothschild sees upside to consensus.</p><p>“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and <u>GE Vernova</u> at the end of 2026 and probably 2027.”</p><h3 id=\"id_2720936544\" style=\"text-align: start;\">Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutral</h3><p style=\"text-align: start;\">Baird said buy the dip in several regional banks.</p><p>“Recent weakness creates more attractive risk/reward trade-offs, upgrading <u>CFG</u>, <u>TFC</u>, and <u>ZION</u> to Outperform...”</p><h3 id=\"id_736063013\" style=\"text-align: start;\">Truist upgrades Redwire to buy from hold</h3><p style=\"text-align: start;\">Truist called the aerospace company an “under the radar drone play.”</p><p>“We are upgrading <u>RDW</u> to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”</p><h3 id=\"id_1072263267\" style=\"text-align: start;\">Compass Point initiates Webull at buy</h3><p style=\"text-align: start;\">Compass Point is bullish on the retail e-broker.</p><p>“We initiate coverage on <u>BULL</u> with a Buy rating and $9 PT”</p><h3 id=\"id_852062658\" style=\"text-align: start;\">TD Cowen upgrades Fortrea to buy from hold</h3><p style=\"text-align: start;\">TD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.</p><p>“We upgrade <u>FTRE</u> to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14x<br/>vs ~0.91x in 1H.”</p><h3 id=\"id_64692193\" style=\"text-align: start;\">RBC upgrades Dow to outperform from market perform</h3><p style=\"text-align: start;\">RBC said in its upgrade of <u>Dow</u> that it sees increasing demand.</p><p>“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”</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>Top Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More</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\">\nTop Calls on Wall Street: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & More\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\">2026-03-09 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3 id=\"id_1108662309\" style=\"text-align: start;\">Citigroup reiterates Apple as buy</h3><p style=\"text-align: start;\">The bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.</p><p>“While we believe <u>Apple</u> can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”</p><h3 id=\"id_3676833941\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">Deutsche Bank cut its price target on <u>Oracle</u> to $300 per share from $375 ahead of earnings later this week.</p><p>“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”</p><h3 id=\"id_1864807475\" style=\"text-align: start;\">Citi reiterates Nvidia as buy</h3><p style=\"text-align: start;\">Citi said <u>Nvidia</u> remains a “core” holding.</p><p>“Core AI holding on agentic and physical AI.”</p><h3 id=\"id_3006962749\" style=\"text-align: start;\">UBS upgrades PG&E to buy from neutral</h3><p style=\"text-align: start;\">UBS sees “wildfire risk reduction ahead” for <u>PG&E.</u></p><p>“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”</p><h3 id=\"id_1463571430\" style=\"text-align: start;\">UBS initiates SOLV Energy at buy</h3><p style=\"text-align: start;\">UBS said shares of the energy company are attractive.</p><p>“We initiate <u>SOLV Energy</u> (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”</p><h3 id=\"id_4221756592\" style=\"text-align: start;\">Morgan Stanley initiates AGI at overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the Brazilian payroll lending company has upside potential.</p><p>“Initiating coverage on <u>AGBK</u> with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”</p><h3 id=\"id_852809941\" style=\"text-align: start;\">Wells Fargo downgrades Netflix to equal weight from overweight</h3><p style=\"text-align: start;\">Wells said <u>Netflix</u> will need to keep investing to grow.</p><p>“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ more<br/>content. Our content spend & fwd rev ests are a bit above Street and our margins are a bit<br/>below. We think 25-30x P/E is the new range, and resume at Equal Weight.”</p><h3 id=\"id_3843708123\" style=\"text-align: start;\">Citi reiterates Micron as buy</h3><p style=\"text-align: start;\">Citi raised its price target to $430 per share from $385 ahead of earnings next week.</p><p><u>“Micron</u> reports Feb-Q earnings on 3/18.”</p><h3 id=\"id_3535422528\" style=\"text-align: start;\">Citi upgrades Terex to buy from neutral</h3><p style=\"text-align: start;\">Citi said sentiment is improving for the materials processing company.</p><p>“We are upgrading <u>TEX</u> to Buy from Neutral and raising our price target to $75 from $73.”</p><h3 id=\"id_818183812\" style=\"text-align: start;\">Wolfe downgrades Starbucks to peer perform from outperform</h3><p style=\"text-align: start;\">Wolfe said the turnaround is taking longer than expected.</p><p>“We are assuming coverage of <u>SBUX,</u> and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”</p><h3 id=\"id_186455912\" style=\"text-align: start;\">Morgan Stanley cuts Jefferies to equal weight from overweight</h3><p style=\"text-align: start;\">Morgan Stanley said the risk/reward is less attractive.</p><p>“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading <u>JEF f</u>rom OW to EW and lowering PT to $49 from $78.”</p><h3 id=\"id_3300427875\" style=\"text-align: start;\">UBS initiates Arko Petroleum at buy</h3><p style=\"text-align: start;\">UBS said the petroleum company is best positioned.</p><p>“We initiate on <u>APC</u> at Buy with a $22 PT.”</p><h3 id=\"id_3493941796\" style=\"text-align: start;\">UBS upgrades H World Group to buy from neutral</h3><p style=\"text-align: start;\">UBS said the hotel company has upside potential.</p><p>“As <u>H World</u> could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”</p><h3 id=\"id_2732068054\" style=\"text-align: start;\">Rothschild & Co Redburn upgrades GE Vernova to buy from sell</h3><p style=\"text-align: start;\">Rothschild sees upside to consensus.</p><p>“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and <u>GE Vernova</u> at the end of 2026 and probably 2027.”</p><h3 id=\"id_2720936544\" style=\"text-align: start;\">Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutral</h3><p style=\"text-align: start;\">Baird said buy the dip in several regional banks.</p><p>“Recent weakness creates more attractive risk/reward trade-offs, upgrading <u>CFG</u>, <u>TFC</u>, and <u>ZION</u> to Outperform...”</p><h3 id=\"id_736063013\" style=\"text-align: start;\">Truist upgrades Redwire to buy from hold</h3><p style=\"text-align: start;\">Truist called the aerospace company an “under the radar drone play.”</p><p>“We are upgrading <u>RDW</u> to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”</p><h3 id=\"id_1072263267\" style=\"text-align: start;\">Compass Point initiates Webull at buy</h3><p style=\"text-align: start;\">Compass Point is bullish on the retail e-broker.</p><p>“We initiate coverage on <u>BULL</u> with a Buy rating and $9 PT”</p><h3 id=\"id_852062658\" style=\"text-align: start;\">TD Cowen upgrades Fortrea to buy from hold</h3><p style=\"text-align: start;\">TD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.</p><p>“We upgrade <u>FTRE</u> to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14x<br/>vs ~0.91x in 1H.”</p><h3 id=\"id_64692193\" style=\"text-align: start;\">RBC upgrades Dow to outperform from market perform</h3><p style=\"text-align: start;\">RBC said in its upgrade of <u>Dow</u> that it sees increasing demand.</p><p>“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177324528","content_text":"Here are the biggest calls on Wall Street on Monday:Citigroup reiterates Apple as buyThe bank trimmed its second half earnings estimates on the stock, but said it’s sticking with Apple.“While we believe Apple can navigate the memory component price hikes much better than peers, we see incremental pressure on gross margin, and we now estimate 140bps/48bps gross margin headwind in CY26/27 baking in 100% DRAM price hike in 2H 2026 and easing 75% of the impact in CY27.”Deutsche Bank reiterates Oracle as buyDeutsche Bank cut its price target on Oracle to $300 per share from $375 ahead of earnings later this week.“With timelines to resolve many of these concerns extending beyond what can reasonably be answered over the next several quarters this admittedly contributes to a challenging equity narrative.”Citi reiterates Nvidia as buyCiti said Nvidia remains a “core” holding.“Core AI holding on agentic and physical AI.”UBS upgrades PG&E to buy from neutralUBS sees “wildfire risk reduction ahead” for PG&E.“We upgrade to Buy from Neutral as expected improvements in wildfire policy and affordability should drive a re-rating. Anticipated Phase 2 legislation, likely ahead of the July 2 recess, would further reduce utility liability.”UBS initiates SOLV Energy at buyUBS said shares of the energy company are attractive.“We initiate SOLV Energy (MWH) with a Buy and view the stock as attractive, differentiated exposure to the solar and storage value chain.”Morgan Stanley initiates AGI at overweightMorgan Stanley said the Brazilian payroll lending company has upside potential.“Initiating coverage on AGBK with an Overweight rating and year-end 2026 price target of US$21 per share, for 100% potential upside.”Wells Fargo downgrades Netflix to equal weight from overweightWells said Netflix will need to keep investing to grow.“We expect NFLX to rebound from the WBD saga by aiming to accel engagement w/ morecontent. Our content spend & fwd rev ests are a bit above Street and our margins are a bitbelow. We think 25-30x P/E is the new range, and resume at Equal Weight.”Citi reiterates Micron as buyCiti raised its price target to $430 per share from $385 ahead of earnings next week.“Micron reports Feb-Q earnings on 3/18.”Citi upgrades Terex to buy from neutralCiti said sentiment is improving for the materials processing company.“We are upgrading TEX to Buy from Neutral and raising our price target to $75 from $73.”Wolfe downgrades Starbucks to peer perform from outperformWolfe said the turnaround is taking longer than expected.“We are assuming coverage of SBUX, and downgrading to PP. The beans are just hitting the grinder in a multi-year turnaround, and while we see green shoots emerging, we want to see evidence of sustained execution, especially amid an increasingly competitive coffee landscape.”Morgan Stanley cuts Jefferies to equal weight from overweightMorgan Stanley said the risk/reward is less attractive.“Elevated uncertainty around credit risk and legal risk move our primary valuation methodology from P/E to P/TBV. We are downgrading JEF from OW to EW and lowering PT to $49 from $78.”UBS initiates Arko Petroleum at buyUBS said the petroleum company is best positioned.“We initiate on APC at Buy with a $22 PT.”UBS upgrades H World Group to buy from neutralUBS said the hotel company has upside potential.“As H World could enter a RevPAR growth trajectory after years of weak performance post COVID, we flag further upside potential in valuation and upgrade to a Buy rating.”Rothschild & Co Redburn upgrades GE Vernova to buy from sellRothschild sees upside to consensus.“This is a highly risky environment, but we now expect sharp upgrades to guidance for Siemens Energy and GE Vernova at the end of 2026 and probably 2027.”Baird upgrades Truist, Zions Bancorporation and Citizens to outperform from neutralBaird said buy the dip in several regional banks.“Recent weakness creates more attractive risk/reward trade-offs, upgrading CFG, TFC, and ZION to Outperform...”Truist upgrades Redwire to buy from holdTruist called the aerospace company an “under the radar drone play.”“We are upgrading RDW to BUY from HOLD and lifting our PT to $15 (from $13), 66% upside from current levels.”Compass Point initiates Webull at buyCompass Point is bullish on the retail e-broker.“We initiate coverage on BULL with a Buy rating and $9 PT”TD Cowen upgrades Fortrea to buy from holdTD Cowen sees an “Improving Macro and fundamentals.” for the healthcare tech company.“We upgrade FTRE to Buy from Hold. Macro has cont to improve, w/ FTRE 2H25 B2B of ~1.14xvs ~0.91x in 1H.”RBC upgrades Dow to outperform from market performRBC said in its upgrade of Dow that it sees increasing demand.“While we are yet to see signs of a sustained demand improvement, demand should rise seasonally in the Q2 Spring stocking period.”","news_type":1,"symbols_score_info":{"AAPL":2,"NVDA":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523457654034912,"gmtCreate":1768824069395,"gmtModify":1769075811479,"author":{"id":"4209873737720722","authorId":"4209873737720722","name":"JuliaQQ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209873737720722","authorIdStr":"4209873737720722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> ","listText":"<a href=\"https://ttm.financial/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> ","text":"$BitGo Holdings, Inc.(BTGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523457654034912","isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
