Welcome to Extreme Investor Network, where we bring you the latest insights and expert analysis on the biggest calls in the world of investing. Today, we are diving into Monday’s top recommendations on Wall Street, offering a unique perspective on each company and its potential for growth and success.
Cantor Fitzgerald has reiterated Nvidia and Broadcom as overweight, showcasing their confidence in these top ideas. Both companies remain key players in the firm’s portfolio, with Cantor Fitzgerald highlighting NVDA, AVGO, MU, MRVL, and WDC as their top picks.
JPMorgan stands by Apple as overweight ahead of their upcoming earnings report. The firm expects a balance of better-than-expected results for the Sep-Q and weaker guidance for the Dec-Q, setting the stage for an interesting performance.
Morgan Stanley has initiated FrontView REIT as overweight, recognizing the commercial real estate investment trust company’s strong positioning in outparcel properties with frontage. Additionally, Morgan Stanley downgraded Global Foundries to equal weight due to rising competition in the semis industry.
Baird has upgraded Aaon to outperform, citing significant liquid cooling orders, particularly for data centers. Similarly, Canaccord has reiterated Tesla as a buy, raising its price target and highlighting the company’s potential for outperformance.
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