---
title: "Oppenheimer Picks Alphabet, Dumps Meta in Highest-Conviction Stock Picks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289957149.md"
description: "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."
datetime: "2026-06-16T18:52:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289957149.md)
  - [en](https://longbridge.com/en/news/289957149.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289957149.md)
---

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

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&P 500 held its 50-day moving average following a roughly 5% pullback, which it said may support the case for another leg higher.

### Related Stocks

- [EXE.US](https://longbridge.com/en/quote/EXE.US.md)
- [DLR.US](https://longbridge.com/en/quote/DLR.US.md)
- [NUE.US](https://longbridge.com/en/quote/NUE.US.md)
- [BAM.US](https://longbridge.com/en/quote/BAM.US.md)
- [OPY.US](https://longbridge.com/en/quote/OPY.US.md)
- [VLO.US](https://longbridge.com/en/quote/VLO.US.md)
- [MOS.US](https://longbridge.com/en/quote/MOS.US.md)
- [MPWR.US](https://longbridge.com/en/quote/MPWR.US.md)
- [ARE.US](https://longbridge.com/en/quote/ARE.US.md)
- [CBOE.US](https://longbridge.com/en/quote/CBOE.US.md)
- [CDW.US](https://longbridge.com/en/quote/CDW.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [METU.US](https://longbridge.com/en/quote/METU.US.md)
- [FBL.US](https://longbridge.com/en/quote/FBL.US.md)
- [METD.US](https://longbridge.com/en/quote/METD.US.md)
- [METW.US](https://longbridge.com/en/quote/METW.US.md)
- [MPWX.US](https://longbridge.com/en/quote/MPWX.US.md)
- [REZ.US](https://longbridge.com/en/quote/REZ.US.md)
- [SPHD.US](https://longbridge.com/en/quote/SPHD.US.md)
- [FBY.US](https://longbridge.com/en/quote/FBY.US.md)
- [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)

## Related News & Research

- [REFILE-Ambani's Jio Platforms eyes record $3.8 billion Indian IPO, sources say](https://longbridge.com/en/news/290286453.md)
- [Meta Faces Growing Pressure From Trump Administration To Submit Advanced AI Models For Federal Testing: Report](https://longbridge.com/en/news/290638185.md)
- [Meta cut 8,000 jobs after its best quarter ever — months earlier, 6 executives got options worth up to $921 million each](https://longbridge.com/en/news/290591359.md)
- [1,224 Shares in Meta Platforms, Inc. $META Purchased by Nolet Wealth Management LLC](https://longbridge.com/en/news/290343097.md)
- [Meta pauses an AI training program that tracks employees' keystrokes after a companywide leak](https://longbridge.com/en/news/290475410.md)