GMT EIGHT - Research - US Stock

"Nuclear explosion level" performance ignites stock prices! Oracle Corporation (ORCL.US) financial report ignites Wall Street's AI aspirations Ellison's wealth soaring challenge to Musk

After releasing quarterly earnings far exceeding expectations, Oracle's stock price saw a historical surge, not only prompting positive reactions from analysts, but also leading to a significant increase in personal wealth for its co-founder Larry Ellison.

Tesla, Inc. (TSLA.US) from electric vehicles to AISiasun Robot & Automation platform: Morgan Stanley maintains overweight, target price of $410.

The latest research report from Morgan Stanley shows that the firm maintains a "overweight" rating on Tesla (TSLA.US) with a target price of $410.

About ASML Holding NV ADR (ASML.US), there are two conflicting narratives: AI investment without catalyst versus High-NA bull market narrative! The market seems to believe the latter.

13 billion euros join hands with Mistral to attract global attention, but big banks pour cold water: ASML has no positive catalyst in the short to medium term, and its future stock price will plummet; UBS bets that "High-NA will be the core driving force of the long-term bull market".

Dahua Jixian research report: Maintaining a "buy" rating on Waterdrop, Inc. ADR Class A company (WDH.US) with a target price raised to $2.91.

Dahua Jixian: Maintain "Buy" rating on Water Drop Company

Electrical architecture + software dual drive, Baird shouts that Aptiv (APTV.US) stock price can still rise by 20%.

Baird reaffirmed its "outperform" rating on Aptiv amid improving automotive trends, emphasizing Aptiv as one of the most attractive electric vehicle supply chain stocks to buy at the moment.

Goldman Sachs digs for "alpha" at the end of the year: Focus on these three sectors as the U.S. job market slows

Goldman Sachs analysts have provided some advice for investors who are about to welcome the end of the year.

Wolfe: Tesla, Inc. (TSLA.US) is full of uncertainty in the future, reiterating its "peer-perform" rating.

Wolfe reiterated its "peer perform" rating on Tesla and pointed out that the environment Tesla will be in 2026 is filled with uncertainties.

The US utility sector of the stock market is performing well, DTE Energy Company (DTE.US) received a target price increase to $140 from Morgan Stanley.

Morgan Stanley has raised the target price of DTE Energy (DTE.US) from $138 to $140, while maintaining a "hold" rating.

Goldman Sachs: Artificial intelligence will be a "force multiplier", bringing a "rebirth" to software companies

Artificial Intelligence (AI) is not "killing" the software industry, but rather bringing about a "rebirth." Goldman Sachs analyst Kash Rangan stated, "AI will work in synergy with software, becoming a 'force multiplier' in the software industry."

Tesla, Inc. (TSLA.US) market cap reaches 8.5 trillion US dollars? Analyst: This is by no means a fantasy.

Deepwater Asset Management analyst Gene Munster said that the key to Tesla achieving this goal is that artificial intelligence (AI) will have a disruptive impact on human life beyond imagination.

"Invisible hand" no longer effective? Bank of America: Trump's economic policy shifting towards "visible fist"

Michael Hartnett, a strategist at Bank of America, pointed out that the Trump administration is increasingly using government intervention to manage the economy.

Morgan Stanley issued a bullish research report on building materials distributor QXO (QXO.US), betting on "industry consolidation + $500 billion revenue prospects".

Morgan Stanley initiates research coverage on QXO, giving it a "buy" rating and a target price of $35.

KeyBanc: Significant Business Model Advantage Maintains "Neutral" Rating on Viper Energy (VNOM.US)

KeyBanc analyst Tim Rezvan has released a research report lowering the target price of Viper Energy Inc. from $56 to $54, while maintaining a "buy" rating.

After a 2400% surge, analysts warn that Palantir (PLTR.US) may be a "waste of time" in the next 5 years.

Palantir's stock price has been significantly overvalued, investors who invest in this stock may be "working in vain" in the next five years.

Wedbush's strongly recommended 16 AI stocks: NVIDIA and Palantir leading the way, optimistic about the AI revolution entering a new stage.

Wedbush strongly recommends 16 AI-related stocks, advising investors to seize investment opportunities in the "AI revolution" by focusing on these targets for the remainder of this year and early 2026.

Goldman Sachs warns: hidden dangers behind the boom of AI concept stocks, fourth quarter may see a significant slowdown.

Goldman Sachs stated that the capital expenditures of super large-scale cloud computing companies have driven the thriving development of the artificial intelligence sector, but there are still some risks.

Citibank August retail foot traffic report: Continued growth expected for RH (RH.US) and other companies, with BJ's Wholesale Club Holdings, Inc. (BJ.US) facing a bigger year-on-year challenge.

Citibank released a research report evaluating the August customer traffic data of the retail stores it has rated.

Citi Global TMT Conference: Simulated chip dawn Bets on Analog Devices, Inc. (ADI.US) rebound Microchip Technology Incorporated (MCHP.US) as the top choice.

Recently, Citigroup held a global TMT conference and issued comments on the outlook of the semiconductor industry and individual stocks. The bank stated that the situation in the analog chip industry is not as bad as previously thought, with recent increases in orders for artificial intelligence. It is expected that the stock price of Analog Devices (ADI.US) will perform well.

The Q3 performance of Canada's six major banks remains strong! Bank of America: EPS upward trend continues, valuation still attractive.

Bank of America said that Canada's six major banks released strong third quarter earnings for 2025. Despite facing macro headwinds, the upward trend in earnings per share (EPS) for these six banks is still continuing.

Performance unable to support high valuation, Bank of America Securities downgrades Figma (FIG.US) target price to $69.

Bank of America Securities released a research report, reiterating a "neutral" rating on Figma (FIG.US), but lowered the target price from $85 to $69.

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