From Investing.com: 2024-11-10 03:50:07

Mizuho names Nvidia top pick for November, with a price target of $140 due to its dominance in AI and data centers. Anticipates market growth to $400 billion by 2027. Nvidia also excels in gaming with 75% market share. Competitive edge over AMD and Intel expected to continue.

Wedbush bullish on Big Tech with Trump win, highlighting AI initiatives benefiting Microsoft, Amazon, and Google. Potential exit of Lina Khan from the FTC seen as positive for tech firms. Tesla and Musk stand to benefit the most. EV sector may face setbacks if rebates are rolled back.

JPMorgan downgrades Super Micro Computer to Sell due to lack of transparency, management concerns, and demand shift to new products. Inventory level poses pricing risk. Delays in GPU products could impact competitive position in AI servers.

Bank of America sees strong growth potential for Broadcom in AI-related revenues with 35% CAGR. Seasonal headwinds expected from product transition but offset by new contracts and expanded opportunities. Focus on high-performance AI networking solutions to reinforce position in industry.

Argus downgrades Palantir stock from Buy to Hold on valuation concerns. Recent rally may be outpacing company’s fundamentals. Palantir’s niche client focus and reliance on AI applications for growth noted. Government contracts still dominant but commercial sector seen as future growth driver.



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