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Top Calls on Wall Street | Nvidia, Apple, Tesla, Meta, Super Micro, CrowdStrike and More

Here are Wednesday’s biggest calls on Wall Street:Wells Fargo reiterates Nvidia as overweightWells Fargo said it is bullish on Nvidia’s Blackwell chip following an industry conference. The company als

Top Calls on Wall Street | Nvidia, Apple, Tesla, Meta, Super Micro, CrowdStrike and More

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The company als","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_4112436412\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo said it is bullish on Nvidia’s Blackwell chip following an industry conference. The company also reports earnings after the bell Wednesday.</p><p>“This is the world’s biggest GPU [graphic processing unit] with advances in AI and accelerated computing. This is a focus on providing compute power for real time performance and scalability that is demanded.”</p><h2 id=\"id_1009422958\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said it sees “risk building” into the September iPhone launch for Apple.</p><p>“With the iPhone 16 launch scheduled for September 9th, consistent with prior year launches, iPhone share in Aug-24 should fall below the 15% share captured in July-24.”</p><h2 id=\"id_933908553\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla as overweight</h2><p>The firm said it is sticking with its overweight rating on the stock.</p><p>“Tesla’s ultimate role within national security/government end markets (either directly or indirectly) is not clear at this point. Over time, however, the underlying technologies, systems and supporting supply chains propagated by Tesla may likely expand beyond consumer markets.”</p><h2 id=\"id_2082917712\" style=\"text-align: start;\">Wolfe reiterates Meta as outperform</h2><p>Wolfe said it is bullish on Meta’s Open AI model, Llama.</p><p>“There is much focus on very near-term returns from Meta’s recent AI investments, i.e. Ad revenue growth remains robust. However, we view the secret sauce behind this recent success and more importantly, the sustainability of success, is Meta’s Llama model.”</p><h2 id=\"id_2465061649\">JPMorgan reiterates Super Micro as overweight</h2><p>JPMorgan said reports suggesting accounting manipulation are overdone.</p><p>“However, as we dig into the details of the report, we believe there to be limited evidence of accounting mistreatments beyond revisiting the 2020 charges from the SEC, and limited new information relative to the existing and already known business relationship with related companies owned by the siblings of the founder of SMCI.”</p><h2 id=\"id_3416791325\" style=\"text-align: start;\">HSBC upgrades Moderna to hold from reduce</h2><p>HSBC said it sees “lower risk” for the biotech company.</p><p>“Moderna’s mRNA cancer vaccine has progressed into the late clinical stage, leading the competition in this space. With multiple indications under development, we see lower risk to the asset.”</p><h2 id=\"id_3224076988\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates CrowdStrike as sell</h2><p>Redburn said the market is “overestimating growth.”</p><p>“CrowdStrike is viewed as a major Generative-AI (Gen-AI) winner, but the market may be overestimating future growth.”</p><h2 id=\"id_1449109404\" style=\"text-align: start;\">Citi reiterates General Motors as buy</h2><p>Citi said the automaker remains a top pick at the firm.</p><p>“GM remains our Top Pick on strong execution and the upcoming Oct CMD [Chevrolet motor division], which we increasingly view as a likely catalyst given sound Q3 trends thus far and with Cruise recently pivoting towards partnering with rideshare (Uber), as we’ve been anticipating.”</p><h2 id=\"id_1017936050\" style=\"text-align: start;\">Morgan Stanley reiterates Ambarella as overweight</h2><p>Morgan Stanley said it is standing by the semiconductor stock following earnings.</p><p>“AMBA had a strong quarter and outlook, and expects IoT to lead near-term growth as they move beyond the inventory correction.”</p><h2 id=\"id_1634328975\" style=\"text-align: start;\">Wells Fargo initiates Thermo Fisher as overweight</h2><p>Wells Fargo said it is bullish on shares of the life sciences and clinical research company.</p><p>“TMO’s industry-leading breadth, scale &amp; diversification position it well to outperform as end mkts recover in 2025.”</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, Tesla, Meta, Super Micro, CrowdStrike and 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, Tesla, Meta, Super Micro, CrowdStrike and 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\">2024-08-28 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_4112436412\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo said it is bullish on Nvidia’s Blackwell chip following an industry conference. The company also reports earnings after the bell Wednesday.</p><p>“This is the world’s biggest GPU [graphic processing unit] with advances in AI and accelerated computing. This is a focus on providing compute power for real time performance and scalability that is demanded.”</p><h2 id=\"id_1009422958\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said it sees “risk building” into the September iPhone launch for Apple.</p><p>“With the iPhone 16 launch scheduled for September 9th, consistent with prior year launches, iPhone share in Aug-24 should fall below the 15% share captured in July-24.”</p><h2 id=\"id_933908553\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla as overweight</h2><p>The firm said it is sticking with its overweight rating on the stock.</p><p>“Tesla’s ultimate role within national security/government end markets (either directly or indirectly) is not clear at this point. Over time, however, the underlying technologies, systems and supporting supply chains propagated by Tesla may likely expand beyond consumer markets.”</p><h2 id=\"id_2082917712\" style=\"text-align: start;\">Wolfe reiterates Meta as outperform</h2><p>Wolfe said it is bullish on Meta’s Open AI model, Llama.</p><p>“There is much focus on very near-term returns from Meta’s recent AI investments, i.e. Ad revenue growth remains robust. However, we view the secret sauce behind this recent success and more importantly, the sustainability of success, is Meta’s Llama model.”</p><h2 id=\"id_2465061649\">JPMorgan reiterates Super Micro as overweight</h2><p>JPMorgan said reports suggesting accounting manipulation are overdone.</p><p>“However, as we dig into the details of the report, we believe there to be limited evidence of accounting mistreatments beyond revisiting the 2020 charges from the SEC, and limited new information relative to the existing and already known business relationship with related companies owned by the siblings of the founder of SMCI.”</p><h2 id=\"id_3416791325\" style=\"text-align: start;\">HSBC upgrades Moderna to hold from reduce</h2><p>HSBC said it sees “lower risk” for the biotech company.</p><p>“Moderna’s mRNA cancer vaccine has progressed into the late clinical stage, leading the competition in this space. With multiple indications under development, we see lower risk to the asset.”</p><h2 id=\"id_3224076988\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates CrowdStrike as sell</h2><p>Redburn said the market is “overestimating growth.”</p><p>“CrowdStrike is viewed as a major Generative-AI (Gen-AI) winner, but the market may be overestimating future growth.”</p><h2 id=\"id_1449109404\" style=\"text-align: start;\">Citi reiterates General Motors as buy</h2><p>Citi said the automaker remains a top pick at the firm.</p><p>“GM remains our Top Pick on strong execution and the upcoming Oct CMD [Chevrolet motor division], which we increasingly view as a likely catalyst given sound Q3 trends thus far and with Cruise recently pivoting towards partnering with rideshare (Uber), as we’ve been anticipating.”</p><h2 id=\"id_1017936050\" style=\"text-align: start;\">Morgan Stanley reiterates Ambarella as overweight</h2><p>Morgan Stanley said it is standing by the semiconductor stock following earnings.</p><p>“AMBA had a strong quarter and outlook, and expects IoT to lead near-term growth as they move beyond the inventory correction.”</p><h2 id=\"id_1634328975\" style=\"text-align: start;\">Wells Fargo initiates Thermo Fisher as overweight</h2><p>Wells Fargo said it is bullish on shares of the life sciences and clinical research company.</p><p>“TMO’s industry-leading breadth, scale &amp; diversification position it well to outperform as end mkts recover in 2025.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","MRNA":"Moderna, Inc.","AMBA":"安霸","META":"Meta Platforms, Inc.","TSLA":"特斯拉","SMCI":"超微电脑","TMO":"赛默飞世尔","CRWD":"CrowdStrike Holdings, Inc.","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100933293","content_text":"Here are Wednesday’s biggest calls on Wall Street:Wells Fargo reiterates Nvidia as overweightWells Fargo said it is bullish on Nvidia’s Blackwell chip following an industry conference. The company also reports earnings after the bell Wednesday.“This is the world’s biggest GPU [graphic processing unit] with advances in AI and accelerated computing. This is a focus on providing compute power for real time performance and scalability that is demanded.”UBS reiterates Apple as neutralUBS said it sees “risk building” into the September iPhone launch for Apple.“With the iPhone 16 launch scheduled for September 9th, consistent with prior year launches, iPhone share in Aug-24 should fall below the 15% share captured in July-24.”Morgan Stanley reiterates Tesla as overweightThe firm said it is sticking with its overweight rating on the stock.“Tesla’s ultimate role within national security/government end markets (either directly or indirectly) is not clear at this point. Over time, however, the underlying technologies, systems and supporting supply chains propagated by Tesla may likely expand beyond consumer markets.”Wolfe reiterates Meta as outperformWolfe said it is bullish on Meta’s Open AI model, Llama.“There is much focus on very near-term returns from Meta’s recent AI investments, i.e. Ad revenue growth remains robust. However, we view the secret sauce behind this recent success and more importantly, the sustainability of success, is Meta’s Llama model.”JPMorgan reiterates Super Micro as overweightJPMorgan said reports suggesting accounting manipulation are overdone.“However, as we dig into the details of the report, we believe there to be limited evidence of accounting mistreatments beyond revisiting the 2020 charges from the SEC, and limited new information relative to the existing and already known business relationship with related companies owned by the siblings of the founder of SMCI.”HSBC upgrades Moderna to hold from reduceHSBC said it sees “lower risk” for the biotech company.“Moderna’s mRNA cancer vaccine has progressed into the late clinical stage, leading the competition in this space. With multiple indications under development, we see lower risk to the asset.”Redburn Atlantic Equities reiterates CrowdStrike as sellRedburn said the market is “overestimating growth.”“CrowdStrike is viewed as a major Generative-AI (Gen-AI) winner, but the market may be overestimating future growth.”Citi reiterates General Motors as buyCiti said the automaker remains a top pick at the firm.“GM remains our Top Pick on strong execution and the upcoming Oct CMD [Chevrolet motor division], which we increasingly view as a likely catalyst given sound Q3 trends thus far and with Cruise recently pivoting towards partnering with rideshare (Uber), as we’ve been anticipating.”Morgan Stanley reiterates Ambarella as overweightMorgan Stanley said it is standing by the semiconductor stock following earnings.“AMBA had a strong quarter and outlook, and expects IoT to lead near-term growth as they move beyond the inventory correction.”Wells Fargo initiates Thermo Fisher as overweightWells Fargo said it is bullish on shares of the life sciences and clinical research company.“TMO’s industry-leading breadth, scale & diversification position it well to outperform as end mkts recover in 2025.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":58,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}