Everything you need to know about Monday’s market news on Wall Street

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### Ford and Nvidia: Analysts Bullish on Major Players

Morgan Stanley recently raised its price target on Ford after the company reevaluated its electric vehicle strategy. This move has sparked optimism among analysts, with KeyBanc also increasing its price target on Nvidia, predicting more than 30% upside for the stock. These bullish sentiments signal exciting potential for investors looking to capitalize on the evolving landscape of the automotive and semiconductor industries.

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### Disney and Domino’s: Bright Outlook Ahead

Evercore ISI sees a bright near-term outlook for Walt Disney, citing new opportunities in the Indian market and the company’s crackdown on password sharing. Meanwhile, Domino’s Pizza is set to see strong gains as same-store sales improve, driven by transaction growth and targeted marketing initiatives. These positive developments point to a promising future for both entertainment and food service giants.

### Ulta Beauty and Broadcom: Opportunities for Growth

Loop Capital recommends buying Ulta Beauty following a recent sell-off, highlighting the company’s potential for improved comparable sales and solid capital allocation. Deutsche Bank reinstated coverage of Broadcom, pointing to positive drivers such as artificial intelligence revenue and the company’s acquisition of VMWare. These endorsements underscore the growth potential in the beauty and semiconductor sectors.

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### Netflix and Take-Two: Analysts Raise Expectations

Ahead of Netflix’s quarterly earnings report, analysts are raising their price targets for the streaming giant, anticipating continued monetization opportunities. Citi sees a compelling risk-reward ratio for Take-Two Interactive, upgrading the video game maker and forecasting significant upside potential. These positive outlooks reflect the ongoing success and growth prospects for leading companies in the entertainment and gaming industries.

### BJ’s Wholesale and GE Vernova: Earnings Upside and Electrification Trends

Goldman Sachs sees earnings upside potential for BJ’s Wholesale Club, driven by volume growth in grocery and strong general merchandise trends. JPMorgan recommends buying the dip in GE Vernova, citing attractive entry points for investors seeking exposure to the electrification theme. These analyses shed light on the opportunities for growth and innovation in the retail and energy sectors.

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