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LongbridgeAI
  • Weekly Recap | NVIDIA +3.95%, approves $150b buyback

    Weekly Review·1 day ago, 07:23 AM
    - Nvidia shares rose 3.95 % this week to close at 233.95 USD, driven by a newly approved 1500 billion USD stock buyback plan and Morgan Stanley naming it a top semiconductor pick. - The company's strong performance led the broader semiconductor sector higher despite reports of Amazon seeking to divest 800 million USD worth of Nvidia chips. - Institutional sentiment remains largely bullish with a strong buy consensus and an average target price of 327.7 USD, though target price ranges reflect ongoing market divergence.
    NVDA+1.34%NVDD-1.20%
  • Weekly Recap | Applied Materials +11.35%, AI memory and packaging deals in focus

    Weekly Review·23 hours ago
    AMAT+2.03%
  • Weekly Recap | Bank of America -5.2%, consensus target above spot

    Weekly Review·23 hours ago
    - Bank of America shares fell 5.2 % to close at 53.75 dollars amid heightened trading activity and broader banking sector pressure. - The company advanced digital payment platforms, participated in a 500 million dollar credit facility, and agreed to a 39 million dollar settlement regarding cash interest rates. - Twenty-four institutions maintain a consensus buy rating with a target price of 67.95 dollars, while upcoming third-quarter earnings will test net interest margins.
    BAC+0.04%
  • Weekly Recap | Lam Research +10.24%, consensus target above spot

    Weekly Review·1 day ago, 07:10 AM
    LRCX+2.17%LRCU+4.26%
  • Weekly Recap | GE Aerospace -5.36%, most brokers rate it buy

    Weekly Review·1 day ago, 06:51 AM
    GE-0.91%
  • Weekly Recap | Coca Cola -2.46%, near one-month low

    Weekly Review·1 day ago, 07:09 AM
    - Coca-Cola shares fell 2.46 % this week to close at $85.65, hitting a nearly one-month low and underperforming the S & P 500 by approximately 2.19 percentage points. - Despite the downward price trend and a lowered target price from JPMorgan, institutional ratings remain predominantly positive with a consensus target price of $94.65217. - Market participants are closely watching the upcoming macro data releases and the company's third-quarter earnings report scheduled for October 27, 2026.
    KO-0.52%
  • Weekly Recap | Eli Lilly -3.43%, most brokers rate it buy

    Weekly Review·1 day ago, 07:08 AM
    LLY-0.61%LLYX-1.16%
  • Weekly Recap | Micron Tech -0.68%, most brokers rate it buy

    Weekly Review·1 day ago, 07:17 AM
    - Micron Technology closed the week at 1074.89 USD, marking a 0.68% decline and underperforming the S&P 500 index. - Strong Q4 financial results, robust AI storage demand, and positive institutional ratings supported the stock, with Goldman Sachs raising its target price to 1250 USD. - Out of 51 covering institutions, 45 assigned buy or overweight ratings, while future market performance will depend on supply-demand dynamics in the storage sector and share buyback execution.
    MU-2.05%MUU-4.38%
  • Weekly Recap | Visa -1.83%, stablecoin push

    Weekly Review·1 day ago, 07:56 AM
    - Visa fell 1.83 % to close at $ 360.66 this week, underperforming the S&P 500 amid low trading volume. - Key developments included the launch of Open USD, a $ 750,000 cross-border stablecoin settlement pilot, and growing enterprise adoption of stablecoin-linked cards. - Forty-one institutions maintained a consensus strong buy rating with a target price of $ 419.36, while upcoming macroeconomic data and stablecoin ecosystem trends will guide short-term performance.
    V+0.23%
  • Weekly Recap | Amazon +0.74%, consensus target above spot

    Weekly Review·23 hours ago
    - Amazon shares rose 0.74 % to close at 251.52 dollars this week, outperforming the S&P 500 index. - Key events included Amazon seeking to offload 8 billion dollars in Nvidia chip assets for AI infrastructure financing and facing upcoming EU cloud service regulations. - Institutional sentiment remained strongly positive, with 57 out of 63 covering agencies rating the stock as a buy or overweight, yielding a consensus target price of 330.59 dollars.
    AMZN+1.33%AMZD-1.25%