<div id="readability-page-1"><div>Oppenheimer named Alphabet among its top stock picks while placing Meta Platforms on its preferred sell list as part of its latest sector-by-sector recommendations.The brokerage also identified Valero Energy , Nucor , Cboe Global Markets (CBOE), Digital Realty Trust (DLR) and Monolithic Power Systems (MPWR) among its favored names across various sectors. On the sell side, Oppenheimer highlighted Expand Energy , Mosaic (MOS), CDW Corporation , Brookfield Asset Management (BAM) and Alexandria Real Estate Equities (ARE).Separately, Oppenheimer maintained a constructive view on equities, saying the market's advance since the March low has been driven primarily by beta and momentum factors. The firm added that momentum continues to outperform within high-beta stocks despite recent market volatility.Oppenheimer also pointed to improving market breadth and noted that the S&amp;P 500 held its 50-day moving average following a roughly 5% pullback, which it said may support the case for another leg higher.</div></div>

Oppenheimer named Alphabet a top stock pick and placed Meta on its preferred sell list in its latest sector recommendations. Other favored names include Valero Energy, Nucor, Cboe Global Markets, Digital Realty Trust, and Monolithic Power Systems. Sell-side highlights were Expand Energy, Mosaic, CDW, Brookfield Asset Management, and Alexandria Real Estate Equities. The firm maintains a constructive view on equities, citing momentum and improving market breadth as drivers for potential further gains.

- Oppenheimer named Alphabet as a top stock pick and placed Meta Platforms on its preferred sell list, along with highlighting other favored stocks like Valero Energy and Nucor.  
- The brokerage also identified stocks to sell, including Expand Energy and Mosaic, while maintaining a positive view on equities driven by momentum despite market volatility.  
- Oppenheimer noted improving market breadth and the S&P 500's resilience at its 50-day moving average, suggesting potential for further market gains.

GuruFocus

Expand Energy

Digital Realty Trust

Nucor

Brookfield Asset

Oppenheimer

Valero Energy Corp New

Mosaic

Monolithic Power

Alexandria Real Estate Eq

Cboe Global Markets

Meta Platforms

Direxion Daily Meta Bull 2x Shares

GraniteShares 2x Long META Daily ETF

Direxion Daily META Bear 1X Shares

Roundhill META WeeklyPay ETF

Tradr 2X Long MPWR Daily ETF

iShares Residential and Multisector Real Estate ETF

Invesco S&P 500 High Dividend Low Vol

Yieldmax Meta Option Income Strategy ETF

Graniteshares YieldBOOST Meta ETF

Roundhill Daily 2X Lon Mag Sev ETF

Alphabet

Alphabet - C

S&P 500

Oppenheimer Picks Alphabet, Dumps Meta in Highest-Conviction Stock Picks