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","listText":"How about Mu ? ","text":"How about Mu ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505711259939488","repostId":"1103441029","repostType":2,"repost":{"id":"1103441029","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":1764463009,"share":"https://ttm.financial/m/news/1103441029?lang=en_US&edition=fundamental","pubTime":"2025-11-30 08:36","market":"us","language":"en","title":"Ratings Weekly | Dell, Broadcom, Nvidia, Amazon, Netflix, Tesla, Apple, Oracle, and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1103441029","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 Nov. 24-28.1. $Dell(DELL)$Bank of America reiterates Dell as buyBank of...","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 Nov. 24-28.</em></p><h2 id=\"id_802688925\">1. <a href=\"https://laohu8.com/S/DELL\">Dell</a></h2><h3 id=\"id_570259289\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: start;\">Bank of America raised its price target to $163 per share from $160 following earnings on Tuesday.</p><p>“We remain bullish on shares of DELL where we expect long term EPS growth of 15% over the next five years.”</p><h2 id=\"id_1458855100\">2. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></h2><h3 id=\"id_2016072392\" style=\"text-align: start;\">Goldman Sachs reiterates Broadcom as buy</h3><p style=\"text-align: start;\">Goldman raised its price target on Broadcom to $435 per share from $380.</p><p>“We believe expectations are elevated and investors are positioned positively heading into the quarter, given strong peer results (Nvidia), and positive datapoints from Google with its Gemini 3 release.”</p><h2 id=\"id_704857375\">3. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><h3 id=\"id_3436546002\" style=\"text-align: start;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: start;\">The firm said it’s sticking with Nvidia following the memo it sent out to Wall Street analysts.</p><p>“We believe the company’s responses to these points are broadly valid and useful. However,<br/>the memo appears to have been sent only to the sell side. Consequently, given the attention it has drawn we have fielded many, many requests from investor clients today for it.”</p><h3 id=\"id_698888777\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h3><p style=\"text-align: start;\">The investment bank says it’s even more bullish on the stock after meeting with company management.</p><p>“We had the opportunity to meet with NVIDIA EVP & CFO Colette Kress on our semiconductor, semicap, and networking bus tour. ... .We came away from our meeting incrementally confident in the company’s growth prospects for C2026+.”</p><h3 id=\"id_750580378\">Bernstein reiterates Nvidia as outperform</h3><p>Bernstein said it’s sticking with Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 id=\"id_31046188\">4. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><h3 id=\"id_3180095063\" style=\"text-align: start;\">JPMorgan reiterates Amazon as overweight</h3><p style=\"text-align: start;\">The investment bank said buy the dip in Amazon shares.</p><p>“Despite strong 3Q earnings that delivered AWS’ fastest growth in 11 quarters and considerable clarity across a number of key AWS questions, AMZN shares retraced to pre-earnings levels and are -10% off November highs.”</p><h3 id=\"id_1531821480\">Goldman Sachs reiterates Amazon and Walmart as buy</h3><p>Goldman said Walmart and Amazon are well positioned for the holidays.</p><p>“Amidst a modestly more muted holiday shopping backdrop, we believe market share gains will accrue to retailers who offer strong value or great fashion. Our stock calls that align with this include Buy-rated WMT and FIVE, Buy-rated BURL/TJX/ROST, and Buy-rated AMZN.”</p><h2 id=\"id_526179373\">5. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a></h2><h3 id=\"id_2688854857\" style=\"text-align: start;\">UBS reiterates Netflix as buy</h3><p style=\"text-align: start;\">UBS said if Netflix buys Warner Bros Discovery it would be an “immediate jolt to engagement and pricing power.”</p><p>“We expect a strong quarter for Netflix given 4Q programming and believe the stock could approach recent highs.”</p><h2 id=\"id_843558021\">6. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><h3 id=\"id_257680953\">Mizuho reiterates Tesla as outperform</h3><p style=\"text-align: start;\">Mizuho lowers its price target on the stock but says it’s sticking with Tesla.</p><p>“Lowering TSLA estimates/PT to $475 from $485 with weaker US/China EV markets, potential posing 2026E headwinds for Analog.”</p><h3 id=\"id_1466870259\">Melius reiterates Tesla as buy</h3><p>Melius said Tesla remains a step ahead of peers.</p><p>“To be clear, our point is not that Tesla is at risk, it’s that everybody else is. After a very long and gradual period of improvement, autonomy is coming very soon, and it will change everything about the driving ecosystem.</p><h2 id=\"id_160814930\">7. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><h3 id=\"id_1487576010\" style=\"text-align: start;\">JPMorgan reiterates Apple as overweight</h3><p style=\"text-align: start;\">The bank says the iPhone maker is well positioned after a report of Apple’s CEO succession planning.</p><p>“While the change in guard at the helm will drive additional scrutiny from long-term investors who are going to desire similar execution, we believe the elevation of a product/hardware focused executive to the top role is likely to be taken as a sign of further emphasis on innovation and focus towards launching new product categories...”</p><h2 id=\"id_2280793669\">8.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><h3 id=\"id_243941036\" style=\"text-align: start;\">Bernstein reiterates Microsoft as outperform</h3><p style=\"text-align: start;\">Bernstein says Microsoft is a “major winner” in AI.</p><p>“In summary, we believe that 1) the demand strength is extremely strong for Azure; 2)<br/>Microsoft’s ability to convert that demand into revenue is underappreciated and bounded only by datacenter capacity; 3) Microsoft’s AI platform capabilities are differentiated and create a major driver for why Azure will be the platform of choice for AI and non-AI workloads;”</p><h2 id=\"id_1018057315\">9. <a href=\"https://laohu8.com/S/ORCL\">Oracle</a></h2><h3 id=\"id_820111692\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">The bank said in an analysis that Oracle is getting “little if any credit for its business with OpenAI at the current share price” and that investors should buy the dip.</p><p>“This exercise intends to help frame the risk/reward currently embedded in shares, which we’d argue skews strongly to the upside and amidst the pullback presents an attractive entry point for investors when looking at Oracle’s business in totality.”</p><h3 id=\"id_3472733361\" style=\"text-align: start;\">HSBC reiterates Oracle as buy</h3><p style=\"text-align: start;\">HSBC says it’s sticking with Oracle shares.</p><p>“The bottom line is that Oracle has successfully contracted over USD500bn of RPO (some of it outside OpenAI), with good revenue timing visibility, and is skillfully planning to meet these commitments. ... . And Oracle has been impressively executing to plan and making tremendous gains against these incumbents.”</p><h2 id=\"id_391494165\">10. <a href=\"https://laohu8.com/S/COIN\">Coinbase</a></h2><h3 id=\"id_4054542158\" style=\"text-align: start;\">Argus downgrades Coinbase to neutral from buy</h3><p style=\"text-align: start;\">The research firm says it’s concerned about declining crypto trading volume.</p><p>“We are lowering our rating on Coinbase Global Inc. to HOLD from BUY. ... .However, we believe that some investors may shy away from crypto asset trading as volatility may be too much to stomach.”</p><h2 id=\"id_1073921115\">11. <a href=\"https://laohu8.com/S/ASML\">ASML</a></h2><h3 id=\"id_83207919\" style=\"text-align: start;\">Morgan Stanley names ASML a top pick</h3><p style=\"text-align: start;\">Morgan Stanley said the semiconductor equipment company is too attractive to ignore.</p><p>“Given the recent share price decline, we see this as an attractive entry point to the stock and move ASML to our Top Pick in European semis.”</p><h2 id=\"id_2533777215\">12. <a href=\"https://laohu8.com/S/OSCR\">Oscar Health</a> </h2><h3 id=\"id_2453250698\" style=\"text-align: start;\">Piper Sandler upgrades Oscar Health to overweight from neutral</h3><p style=\"text-align: start;\">Piper said the healthcare company is executing well.</p><p>“We believe OSCR has designed and priced CY26 product for adversity.”</p><h2 id=\"id_3745423007\">13. <a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></h2><h3 id=\"id_1931672700\">Morgan Stanley reiterates Eli Lilly as overweight</h3><p>The firm raised its price target to $1,290 per share from $1,171.</p><p>“Earlier this year we outlined our views on ‘The Broadening’ of the GLP-1 market driven by a number of factors which are playing out. LLY also recently became the first $1trn market cap Biopharma company.”</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 | Dell, Broadcom, Nvidia, Amazon, Netflix, Tesla, Apple, Oracle, 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 | Dell, Broadcom, Nvidia, Amazon, Netflix, Tesla, Apple, Oracle, 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\">2025-11-30 08:36</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 Nov. 24-28.</em></p><h2 id=\"id_802688925\">1. <a href=\"https://laohu8.com/S/DELL\">Dell</a></h2><h3 id=\"id_570259289\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: start;\">Bank of America raised its price target to $163 per share from $160 following earnings on Tuesday.</p><p>“We remain bullish on shares of DELL where we expect long term EPS growth of 15% over the next five years.”</p><h2 id=\"id_1458855100\">2. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></h2><h3 id=\"id_2016072392\" style=\"text-align: start;\">Goldman Sachs reiterates Broadcom as buy</h3><p style=\"text-align: start;\">Goldman raised its price target on Broadcom to $435 per share from $380.</p><p>“We believe expectations are elevated and investors are positioned positively heading into the quarter, given strong peer results (Nvidia), and positive datapoints from Google with its Gemini 3 release.”</p><h2 id=\"id_704857375\">3. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><h3 id=\"id_3436546002\" style=\"text-align: start;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: start;\">The firm said it’s sticking with Nvidia following the memo it sent out to Wall Street analysts.</p><p>“We believe the company’s responses to these points are broadly valid and useful. However,<br/>the memo appears to have been sent only to the sell side. Consequently, given the attention it has drawn we have fielded many, many requests from investor clients today for it.”</p><h3 id=\"id_698888777\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h3><p style=\"text-align: start;\">The investment bank says it’s even more bullish on the stock after meeting with company management.</p><p>“We had the opportunity to meet with NVIDIA EVP & CFO Colette Kress on our semiconductor, semicap, and networking bus tour. ... .We came away from our meeting incrementally confident in the company’s growth prospects for C2026+.”</p><h3 id=\"id_750580378\">Bernstein reiterates Nvidia as outperform</h3><p>Bernstein said it’s sticking with Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 id=\"id_31046188\">4. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><h3 id=\"id_3180095063\" style=\"text-align: start;\">JPMorgan reiterates Amazon as overweight</h3><p style=\"text-align: start;\">The investment bank said buy the dip in Amazon shares.</p><p>“Despite strong 3Q earnings that delivered AWS’ fastest growth in 11 quarters and considerable clarity across a number of key AWS questions, AMZN shares retraced to pre-earnings levels and are -10% off November highs.”</p><h3 id=\"id_1531821480\">Goldman Sachs reiterates Amazon and Walmart as buy</h3><p>Goldman said Walmart and Amazon are well positioned for the holidays.</p><p>“Amidst a modestly more muted holiday shopping backdrop, we believe market share gains will accrue to retailers who offer strong value or great fashion. Our stock calls that align with this include Buy-rated WMT and FIVE, Buy-rated BURL/TJX/ROST, and Buy-rated AMZN.”</p><h2 id=\"id_526179373\">5. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a></h2><h3 id=\"id_2688854857\" style=\"text-align: start;\">UBS reiterates Netflix as buy</h3><p style=\"text-align: start;\">UBS said if Netflix buys Warner Bros Discovery it would be an “immediate jolt to engagement and pricing power.”</p><p>“We expect a strong quarter for Netflix given 4Q programming and believe the stock could approach recent highs.”</p><h2 id=\"id_843558021\">6. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><h3 id=\"id_257680953\">Mizuho reiterates Tesla as outperform</h3><p style=\"text-align: start;\">Mizuho lowers its price target on the stock but says it’s sticking with Tesla.</p><p>“Lowering TSLA estimates/PT to $475 from $485 with weaker US/China EV markets, potential posing 2026E headwinds for Analog.”</p><h3 id=\"id_1466870259\">Melius reiterates Tesla as buy</h3><p>Melius said Tesla remains a step ahead of peers.</p><p>“To be clear, our point is not that Tesla is at risk, it’s that everybody else is. After a very long and gradual period of improvement, autonomy is coming very soon, and it will change everything about the driving ecosystem.</p><h2 id=\"id_160814930\">7. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><h3 id=\"id_1487576010\" style=\"text-align: start;\">JPMorgan reiterates Apple as overweight</h3><p style=\"text-align: start;\">The bank says the iPhone maker is well positioned after a report of Apple’s CEO succession planning.</p><p>“While the change in guard at the helm will drive additional scrutiny from long-term investors who are going to desire similar execution, we believe the elevation of a product/hardware focused executive to the top role is likely to be taken as a sign of further emphasis on innovation and focus towards launching new product categories...”</p><h2 id=\"id_2280793669\">8.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><h3 id=\"id_243941036\" style=\"text-align: start;\">Bernstein reiterates Microsoft as outperform</h3><p style=\"text-align: start;\">Bernstein says Microsoft is a “major winner” in AI.</p><p>“In summary, we believe that 1) the demand strength is extremely strong for Azure; 2)<br/>Microsoft’s ability to convert that demand into revenue is underappreciated and bounded only by datacenter capacity; 3) Microsoft’s AI platform capabilities are differentiated and create a major driver for why Azure will be the platform of choice for AI and non-AI workloads;”</p><h2 id=\"id_1018057315\">9. <a href=\"https://laohu8.com/S/ORCL\">Oracle</a></h2><h3 id=\"id_820111692\" style=\"text-align: start;\">Deutsche Bank reiterates Oracle as buy</h3><p style=\"text-align: start;\">The bank said in an analysis that Oracle is getting “little if any credit for its business with OpenAI at the current share price” and that investors should buy the dip.</p><p>“This exercise intends to help frame the risk/reward currently embedded in shares, which we’d argue skews strongly to the upside and amidst the pullback presents an attractive entry point for investors when looking at Oracle’s business in totality.”</p><h3 id=\"id_3472733361\" style=\"text-align: start;\">HSBC reiterates Oracle as buy</h3><p style=\"text-align: start;\">HSBC says it’s sticking with Oracle shares.</p><p>“The bottom line is that Oracle has successfully contracted over USD500bn of RPO (some of it outside OpenAI), with good revenue timing visibility, and is skillfully planning to meet these commitments. ... . And Oracle has been impressively executing to plan and making tremendous gains against these incumbents.”</p><h2 id=\"id_391494165\">10. <a href=\"https://laohu8.com/S/COIN\">Coinbase</a></h2><h3 id=\"id_4054542158\" style=\"text-align: start;\">Argus downgrades Coinbase to neutral from buy</h3><p style=\"text-align: start;\">The research firm says it’s concerned about declining crypto trading volume.</p><p>“We are lowering our rating on Coinbase Global Inc. to HOLD from BUY. ... .However, we believe that some investors may shy away from crypto asset trading as volatility may be too much to stomach.”</p><h2 id=\"id_1073921115\">11. <a href=\"https://laohu8.com/S/ASML\">ASML</a></h2><h3 id=\"id_83207919\" style=\"text-align: start;\">Morgan Stanley names ASML a top pick</h3><p style=\"text-align: start;\">Morgan Stanley said the semiconductor equipment company is too attractive to ignore.</p><p>“Given the recent share price decline, we see this as an attractive entry point to the stock and move ASML to our Top Pick in European semis.”</p><h2 id=\"id_2533777215\">12. <a href=\"https://laohu8.com/S/OSCR\">Oscar Health</a> </h2><h3 id=\"id_2453250698\" style=\"text-align: start;\">Piper Sandler upgrades Oscar Health to overweight from neutral</h3><p style=\"text-align: start;\">Piper said the healthcare company is executing well.</p><p>“We believe OSCR has designed and priced CY26 product for adversity.”</p><h2 id=\"id_3745423007\">13. <a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></h2><h3 id=\"id_1931672700\">Morgan Stanley reiterates Eli Lilly as overweight</h3><p>The firm raised its price target to $1,290 per share from $1,171.</p><p>“Earlier this year we outlined our views on ‘The Broadening’ of the GLP-1 market driven by a number of factors which are playing out. LLY also recently became the first $1trn market cap Biopharma company.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","LLY":"礼来","AMZN":"亚马逊","TSLA":"特斯拉","AAPL":"苹果","OSCR":"Oscar Health, Inc.","DELL":"戴尔","NVDA":"英伟达","ORCL":"甲骨文","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103441029","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 Nov. 24-28.1. DellBank of America reiterates Dell as buyBank of America raised its price target to $163 per share from $160 following earnings on Tuesday.“We remain bullish on shares of DELL where we expect long term EPS growth of 15% over the next five years.”2. BroadcomGoldman Sachs reiterates Broadcom as buyGoldman raised its price target on Broadcom to $435 per share from $380.“We believe expectations are elevated and investors are positioned positively heading into the quarter, given strong peer results (Nvidia), and positive datapoints from Google with its Gemini 3 release.”3. NvidiaBernstein reiterates Nvidia as outperformThe firm said it’s sticking with Nvidia following the memo it sent out to Wall Street analysts.“We believe the company’s responses to these points are broadly valid and useful. However,the memo appears to have been sent only to the sell side. Consequently, given the attention it has drawn we have fielded many, many requests from investor clients today for it.”TD Cowen reiterates Nvidia as buyThe investment bank says it’s even more bullish on the stock after meeting with company management.“We had the opportunity to meet with NVIDIA EVP & CFO Colette Kress on our semiconductor, semicap, and networking bus tour. ... .We came away from our meeting incrementally confident in the company’s growth prospects for C2026+.”Bernstein reiterates Nvidia as outperformBernstein said it’s sticking with Nvidia.“The datacenter opportunity is enormous, and still early, with material upside still possible.”4. AmazonJPMorgan reiterates Amazon as overweightThe investment bank said buy the dip in Amazon shares.“Despite strong 3Q earnings that delivered AWS’ fastest growth in 11 quarters and considerable clarity across a number of key AWS questions, AMZN shares retraced to pre-earnings levels and are -10% off November highs.”Goldman Sachs reiterates Amazon and Walmart as buyGoldman said Walmart and Amazon are well positioned for the holidays.“Amidst a modestly more muted holiday shopping backdrop, we believe market share gains will accrue to retailers who offer strong value or great fashion. Our stock calls that align with this include Buy-rated WMT and FIVE, Buy-rated BURL/TJX/ROST, and Buy-rated AMZN.”5. NetflixUBS reiterates Netflix as buyUBS said if Netflix buys Warner Bros Discovery it would be an “immediate jolt to engagement and pricing power.”“We expect a strong quarter for Netflix given 4Q programming and believe the stock could approach recent highs.”6. TeslaMizuho reiterates Tesla as outperformMizuho lowers its price target on the stock but says it’s sticking with Tesla.“Lowering TSLA estimates/PT to $475 from $485 with weaker US/China EV markets, potential posing 2026E headwinds for Analog.”Melius reiterates Tesla as buyMelius said Tesla remains a step ahead of peers.“To be clear, our point is not that Tesla is at risk, it’s that everybody else is. After a very long and gradual period of improvement, autonomy is coming very soon, and it will change everything about the driving ecosystem.7. AppleJPMorgan reiterates Apple as overweightThe bank says the iPhone maker is well positioned after a report of Apple’s CEO succession planning.“While the change in guard at the helm will drive additional scrutiny from long-term investors who are going to desire similar execution, we believe the elevation of a product/hardware focused executive to the top role is likely to be taken as a sign of further emphasis on innovation and focus towards launching new product categories...”8.MicrosoftBernstein reiterates Microsoft as outperformBernstein says Microsoft is a “major winner” in AI.“In summary, we believe that 1) the demand strength is extremely strong for Azure; 2)Microsoft’s ability to convert that demand into revenue is underappreciated and bounded only by datacenter capacity; 3) Microsoft’s AI platform capabilities are differentiated and create a major driver for why Azure will be the platform of choice for AI and non-AI workloads;”9. OracleDeutsche Bank reiterates Oracle as buyThe bank said in an analysis that Oracle is getting “little if any credit for its business with OpenAI at the current share price” and that investors should buy the dip.“This exercise intends to help frame the risk/reward currently embedded in shares, which we’d argue skews strongly to the upside and amidst the pullback presents an attractive entry point for investors when looking at Oracle’s business in totality.”HSBC reiterates Oracle as buyHSBC says it’s sticking with Oracle shares.“The bottom line is that Oracle has successfully contracted over USD500bn of RPO (some of it outside OpenAI), with good revenue timing visibility, and is skillfully planning to meet these commitments. ... . And Oracle has been impressively executing to plan and making tremendous gains against these incumbents.”10. CoinbaseArgus downgrades Coinbase to neutral from buyThe research firm says it’s concerned about declining crypto trading volume.“We are lowering our rating on Coinbase Global Inc. to HOLD from BUY. ... .However, we believe that some investors may shy away from crypto asset trading as volatility may be too much to stomach.”11. ASMLMorgan Stanley names ASML a top pickMorgan Stanley said the semiconductor equipment company is too attractive to ignore.“Given the recent share price decline, we see this as an attractive entry point to the stock and move ASML to our Top Pick in European semis.”12. Oscar Health Piper Sandler upgrades Oscar Health to overweight from neutralPiper said the healthcare company is executing well.“We believe OSCR has designed and priced CY26 product for adversity.”13. Eli LillyMorgan Stanley reiterates Eli Lilly as overweightThe firm raised its price target to $1,290 per share from $1,171.“Earlier this year we outlined our views on ‘The Broadening’ of the GLP-1 market driven by a number of factors which are playing out. LLY also recently became the first $1trn market cap Biopharma company.”","news_type":1,"symbols_score_info":{"OSCR":2,"LLY":2,"TSLA":2,"ORCL":2,"AMZN":2,"DELL":2,"AVGO":2,"NFLX":2,"NVDA":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499647289262648,"gmtCreate":1763009182985,"gmtModify":1763011724843,"author":{"id":"4210135758015282","authorId":"4210135758015282","name":"Creative AC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210135758015282","idStr":"4210135758015282"},"themes":[],"title":"","htmlText":"Who is Cathie wood ","listText":"Who is Cathie wood ","text":"Who is Cathie wood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499647289262648","repostId":"2583681535","repostType":2,"repost":{"id":"2583681535","kind":"highlight","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":1763003542,"share":"https://ttm.financial/m/news/2583681535?lang=en_US&edition=fundamental","pubTime":"2025-11-13 11:12","market":"us","language":"en","title":"Cathie Wood Dumps $30 Million Worth of Tesla Stock Amid China Sales Slump, Loads up Circle and This Hot Chinese AI Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2583681535","media":"Tiger Newspress","summary":"On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Alibaba Group Holding Ltd.","content":"<html><head></head><body><p>On Wednesday, <strong>Cathie Wood</strong>-led Ark Invest executed significant trades involving <strong><a href=\"https://laohu8.com/S/CRCL\">Circle</a></strong>, <strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a></strong>, and <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>. These trades reflect Ark’s strategic positioning in the market, with notable buys in Circle and Alibaba, and a sell-off in Tesla.</p><h2 id=\"id_1400706566\" style=\"text-align: start;\">The TSLA Trade: </h2><p>Ark Invest reduced its holdings in Tesla<strong> </strong>by selling 70,474 shares through <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> and <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong>. Tesla’s stock closed at $430.60 on Wednesday, marking a 2.05% decline. The trade is valued at approximately $30.3 million.</p><p>This move comes amid reports of Tesla’s declining sales in China, where October deliveries fell by 36% year-over-year to 26,000 units. Year-to-date deliveries are down roughly 40,000 vehicles, putting the company at risk of its first annual decline in the market. Including exports, total deliveries from Tesla's Shanghai factory dropped 9.9% to 61,497 vehicles.</p><p>Notably, Ark dumped $2.4 million worth of Tesla shares on Monday. The firm also sold 789 shares of the Elon Musk-headed automaker on Tuesday.</p><h2 id=\"id_1801452050\" style=\"text-align: start;\">The Circle Trade</h2><p>Ark Invest made a substantial purchase of Circle shares, acquiring 245,830 shares via the ARKK ETF and 70,613 shares through ARKW. Circle’s stock closed at $86.30, down 12.21% on Wednesday, valuing the transaction at approximately $30.5 million.</p><p>Despite the <strong>USDC</strong> issuer’s impressive 202% profit surge in the third quarter, the stock’s decline suggests investor skepticism about its long-term growth potential. Circle’s third-quarter net income reached $214 million, with total revenue and reserve income increasing by 66% to $740 million.</p><h2 id=\"id_2486105261\" style=\"text-align: start;\">The Alibaba Trade</h2><p>Ark Invest also increased its stake in Alibaba, purchasing 4,878 shares via ARKK, 364 shares through <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>, and 1,396 shares with ARKW. Alibaba’s stock closed at $157.91, down 1.8% on Wednesday, with the trade valued at approximately $1.05 million.</p><p>The Jack Ma-founded company continues to attract investors with its focus on artificial intelligence, cloud infrastructure, and instant-commerce delivery. The stock has surged 98% year-to-date, despite potential risks from U.S. restrictions on advanced AI chips.</p><p>On Tuesday, Ark Invest had purchased $25.36 million worth of Alibaba shares.</p><h2 id=\"id_249147130\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: disc;\"><li><p>Sold 205,524 shares of <strong>Iridium Communications Inc</strong> through <strong>ARKK</strong>, 53,954 shares through <strong>AKRQ</strong> and 15,897 shares via <strong>ARKX</strong>.</p></li><li><p>Sold 43,940 shares of <strong>SoFi Technologies Inc</strong> via <strong>ARKF</strong>.</p></li><li><p>Purchased 50,084 shares of <strong>Twist Bioscience Corp</strong> through <strong>ARKK</strong>.</p></li><li><p>Sold 84,515 shares of <strong>Exact Sciences Corp</strong> via <strong>ARKK</strong>.</p></li></ul></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>Cathie Wood Dumps $30 Million Worth of Tesla Stock Amid China Sales Slump, Loads up Circle and This Hot Chinese AI Stock</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\">\nCathie Wood Dumps $30 Million Worth of Tesla Stock Amid China Sales Slump, Loads up Circle and This Hot Chinese AI Stock\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\">2025-11-13 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Wednesday, <strong>Cathie Wood</strong>-led Ark Invest executed significant trades involving <strong><a href=\"https://laohu8.com/S/CRCL\">Circle</a></strong>, <strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a></strong>, and <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>. These trades reflect Ark’s strategic positioning in the market, with notable buys in Circle and Alibaba, and a sell-off in Tesla.</p><h2 id=\"id_1400706566\" style=\"text-align: start;\">The TSLA Trade: </h2><p>Ark Invest reduced its holdings in Tesla<strong> </strong>by selling 70,474 shares through <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> and <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong>. Tesla’s stock closed at $430.60 on Wednesday, marking a 2.05% decline. The trade is valued at approximately $30.3 million.</p><p>This move comes amid reports of Tesla’s declining sales in China, where October deliveries fell by 36% year-over-year to 26,000 units. Year-to-date deliveries are down roughly 40,000 vehicles, putting the company at risk of its first annual decline in the market. Including exports, total deliveries from Tesla's Shanghai factory dropped 9.9% to 61,497 vehicles.</p><p>Notably, Ark dumped $2.4 million worth of Tesla shares on Monday. The firm also sold 789 shares of the Elon Musk-headed automaker on Tuesday.</p><h2 id=\"id_1801452050\" style=\"text-align: start;\">The Circle Trade</h2><p>Ark Invest made a substantial purchase of Circle shares, acquiring 245,830 shares via the ARKK ETF and 70,613 shares through ARKW. Circle’s stock closed at $86.30, down 12.21% on Wednesday, valuing the transaction at approximately $30.5 million.</p><p>Despite the <strong>USDC</strong> issuer’s impressive 202% profit surge in the third quarter, the stock’s decline suggests investor skepticism about its long-term growth potential. Circle’s third-quarter net income reached $214 million, with total revenue and reserve income increasing by 66% to $740 million.</p><h2 id=\"id_2486105261\" style=\"text-align: start;\">The Alibaba Trade</h2><p>Ark Invest also increased its stake in Alibaba, purchasing 4,878 shares via ARKK, 364 shares through <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>, and 1,396 shares with ARKW. Alibaba’s stock closed at $157.91, down 1.8% on Wednesday, with the trade valued at approximately $1.05 million.</p><p>The Jack Ma-founded company continues to attract investors with its focus on artificial intelligence, cloud infrastructure, and instant-commerce delivery. The stock has surged 98% year-to-date, despite potential risks from U.S. restrictions on advanced AI chips.</p><p>On Tuesday, Ark Invest had purchased $25.36 million worth of Alibaba shares.</p><h2 id=\"id_249147130\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: disc;\"><li><p>Sold 205,524 shares of <strong>Iridium Communications Inc</strong> through <strong>ARKK</strong>, 53,954 shares through <strong>AKRQ</strong> and 15,897 shares via <strong>ARKX</strong>.</p></li><li><p>Sold 43,940 shares of <strong>SoFi Technologies Inc</strong> via <strong>ARKF</strong>.</p></li><li><p>Purchased 50,084 shares of <strong>Twist Bioscience Corp</strong> through <strong>ARKK</strong>.</p></li><li><p>Sold 84,515 shares of <strong>Exact Sciences Corp</strong> via <strong>ARKK</strong>.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉","BABA":"阿里巴巴","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://www.benzinga.com/news/25/11/48824168/cathie-wood-dumps-30-million-worth-of-tesla-stock-amid-china-sales-slump-loads-up-circle-and-this-hot-chinese-ai-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583681535","content_text":"On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Circle, Alibaba Group, and Tesla. These trades reflect Ark’s strategic positioning in the market, with notable buys in Circle and Alibaba, and a sell-off in Tesla.The TSLA Trade: Ark Invest reduced its holdings in Tesla by selling 70,474 shares through ARK Innovation ETF and ARK Next Generation Internet ETF. Tesla’s stock closed at $430.60 on Wednesday, marking a 2.05% decline. The trade is valued at approximately $30.3 million.This move comes amid reports of Tesla’s declining sales in China, where October deliveries fell by 36% year-over-year to 26,000 units. Year-to-date deliveries are down roughly 40,000 vehicles, putting the company at risk of its first annual decline in the market. Including exports, total deliveries from Tesla's Shanghai factory dropped 9.9% to 61,497 vehicles.Notably, Ark dumped $2.4 million worth of Tesla shares on Monday. The firm also sold 789 shares of the Elon Musk-headed automaker on Tuesday.The Circle TradeArk Invest made a substantial purchase of Circle shares, acquiring 245,830 shares via the ARKK ETF and 70,613 shares through ARKW. Circle’s stock closed at $86.30, down 12.21% on Wednesday, valuing the transaction at approximately $30.5 million.Despite the USDC issuer’s impressive 202% profit surge in the third quarter, the stock’s decline suggests investor skepticism about its long-term growth potential. Circle’s third-quarter net income reached $214 million, with total revenue and reserve income increasing by 66% to $740 million.The Alibaba TradeArk Invest also increased its stake in Alibaba, purchasing 4,878 shares via ARKK, 364 shares through ARK Fintech Innovation ETF, and 1,396 shares with ARKW. Alibaba’s stock closed at $157.91, down 1.8% on Wednesday, with the trade valued at approximately $1.05 million.The Jack Ma-founded company continues to attract investors with its focus on artificial intelligence, cloud infrastructure, and instant-commerce delivery. The stock has surged 98% year-to-date, despite potential risks from U.S. restrictions on advanced AI chips.On Tuesday, Ark Invest had purchased $25.36 million worth of Alibaba shares.Other Key TradesSold 205,524 shares of Iridium Communications Inc through ARKK, 53,954 shares through AKRQ and 15,897 shares via ARKX.Sold 43,940 shares of SoFi Technologies Inc via ARKF.Purchased 50,084 shares of Twist Bioscience Corp through ARKK.Sold 84,515 shares of Exact Sciences Corp via ARKK.","news_type":1,"symbols_score_info":{"BABA":2,"TSLA":1.5,"TSLL":1.5,"ARKK":1.5}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":505711259939488,"gmtCreate":1764472890758,"gmtModify":1764473545443,"author":{"id":"4210135758015282","authorId":"4210135758015282","name":"Creative AC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210135758015282","authorIdStr":"4210135758015282"},"themes":[],"title":"","htmlText":"How about Mu ? 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