All articles tagged with #market news
U.S. stock futures edged higher ahead of Thursday trading as the S&P 500 extended its losing streak, with Nasdaq-100, Dow, and S&P 500 futures up modestly while investors await earnings from Goldman Sachs, Morgan Stanley, and BlackRock after tech-heavy declines on Wednesday and President Trump signing a 25% tariff on certain semiconductors.
China has blocked Nvidia’s H200 AI chips from entering the country and told domestic firms not to buy them unless absolutely needed, a move that follows U.S. export rules and clouds Nvidia’s China sales prospects. Chinese demand remains strong from players like Alibaba, Tencent and ByteDance, but supply is tight (about 700,000 units on hand at roughly $27,000 each). The H200’s significant performance edge over the H20 keeps Nvidia’s China rebound in view, though Beijing’s restrictions add uncertainty. Analysts still rate NVDA as a Strong Buy with an average target of about $264.97, implying roughly 42% upside.
Microsoft stock fell after GOG chief criticized Windows and floated expanding Galaxy to Linux, a trend echoed by Steam’s Linux focus; the move could pressure Windows and Xbox, while analysts remain bullish with a ~631 target implying about 37% upside.
Steam hit a new all-time concurrent-player high of over 42 million, underscoring booming PC gaming and intensifying competition for Microsoft and Sony. Valve also plans to revive the Steam Machine, a Linux-based console-style device, which could erode Xbox and PlayStation market share by bringing more players into Steam. In markets, MSFT and SONY stocks dipped after the news, with analysts showing MSFT as a stronger-rated stock but Sony offering higher upside.
KeyBanc Capital Markets upgraded Advanced Micro Devices (AMD) and Intel (INTC) to Overweight after Asia checks, citing solid data-center/cloud demand and memory constraints. AMD raised its 2025/2026 earnings forecasts to $4.01 and $7.93 with a $270 target (about 30% upside); Intel’s 2026 EPS was raised to $0.66 with a $60 target (about 50% upside), led by strong adoption of its latest server chips at major cloud providers like AWS. Wall Street consensus shows AMD with a Strong Buy (avg target ≈$283.90, ~37% upside) and Intel with a Hold (avg target ≈$40.64, ~8% downside).
Top investor Daniel Sparks questions Tesla’s long‑term bull case, citing high capex near $9B and the potential for a costly, commoditized robotaxi market with tight margins; despite Q4 delivery declines, TSLA trades above $440 and analysts yield a cautious view (mostly Hold) with downside risk to targets.
XRP peaked last summer near $3.65 on crypto optimism and Ripple's SEC resolution, but sits ~43% below those highs amid subdued sentiment. Investor David Jagielski says a true rebound hinges on a clear catalyst—stronger macro conditions or real-world adoption—since ETF inflows alone haven’t boosted demand. To reach $3 again would require a roughly 44% rally in a fragile 2026 environment, suggesting potential downside risk ahead; nevertheless, a small, long-term position (under 5%) could offer upside for patient investors.
Envirotech Vehicles (EVTV) stock surged after Azio AI announced a $107 million U.S. government contract and a binding order for 256 Nvidia GPUs, tied to a merger at $3 per share and an acquisition of Azio Corp’s AI division; the move sparked heavy premarket volume, though the stock has a history of volatility and faces limited analyst coverage and ongoing losses.
Wolfe Research analyst Shweta Khajuria argues AMZN could lead the Magnificent Seven in 2026 as AWS growth reaccelerates to the mid-20% range in 2026–27, supported by capacity expansions and partnerships, plus strong retail, grocery, and advertising trends; she lifts the price target to $275 and assigns an Outperform, with a Strong Buy consensus among peers.
A roundup of Monday's biggest analyst calls across major tech and growth names, including Nvidia, Apple, Tesla, Palantir, Zoom, Microsoft, Roku and Netflix.
Stock indexes showed slight movements as investors awaited the Federal Reserve's December meeting minutes, with gold and silver stocks attempting rebounds and some tech stocks like Palantir and Tesla improving from lows. The market was cautious ahead of the Fed's release, with minor gains in major indices and notable activity in precious metals and select stocks.
Nike's stock (NKE) is rallying today, driven by positive market sentiment and possibly strong earnings reports or favorable industry news, prompting investor interest in the company's shares.
Major stock indexes experienced mixed movements amid ongoing tariff tensions, with the Dow retreating slightly and Nasdaq edging higher. Gold stocks plummeted as gold prices fell over 1%, while tech and financial stocks like SoFi and Datadog showed notable activity. President Trump announced no extensions for tariffs due by August 1, impacting market sentiment. Treasury yields rose, oil prices dipped, and Bitcoin climbed above $109,200. The market saw some IPO activity and sector-specific declines, especially in clean energy stocks following new policy orders.
Microsoft reclaims its position as the world's most valuable company after Nvidia's stock decline. Boeing is close to repurchasing Spirit AeroSystems, while UK public debt reaches its highest level since 1961. U.S. stock futures are flat ahead of key economic data, and crude oil prices are set for weekly gains due to rising demand.
The stock market ended mixed with the Dow down 115 points, while the S&P 500 and Nasdaq posted gains. GameStop shares surged 21% after a trading account linked to Keith Gill, aka "Roaring Kitty," revealed a $175 million stake. The NYSE experienced a glitch showing Berkshire Hathaway shares down 99.9%. Analysts discussed upgrades for Tractor Supply and Best Buy, and experts weighed in on market strategies ahead of the Federal Reserve's next rate decision.