GMT EIGHT - Research - US Stock

Procter & Gamble Company (PG.US) downgraded by JP Morgan on the eve of its financial report release: Weak organic sales growth expected in the coming quarters.

JPMorgan Chase downgraded its rating on consumer goods giant Procter & Gamble (PG.US) from "overweight" to "neutral" before the release of its fourth quarter financial report next week.

Morgan Stanley supports the performance of "AI leader" Microsoft Corporation (MSFT.US) before the fourth quarter: Azure high growth + Copilot potential support attractive risk-return.

Morgan Stanley recently released a research report, providing a forward-looking analysis of Microsoft's (MSFT.US) performance in the fourth quarter, and believes that its current risk-return profile is attractive, giving it a rating of overweight.

Goldman Sachs Group, Inc. is expected to be bullish on Apple Inc. (AAPL.US) with Q3 revenue and EPS likely to exceed expectations.

Goldman Sachs released a research report, giving Apple (AAPL.US) a "buy" rating with a target price of $251.

Amazon.com, Inc. (AMZN.US) analysts supported ahead of performance: Revenue, profits expected to exceed expectations, AWS growth expected to accelerate

Wall Street analysts expect that Amazon's Q2 revenue will reach $162 billion, with earnings per share estimated at $1.32, driven by the continued growth of Amazon Web Services (AWS) and the expansion of its retail and advertising businesses.

C3.ai (AI.US) CEO's health issues lead to major drop in stock price, Wedbush says likelihood of acquisition increases

The likelihood of C3.ai being acquired has significantly increased, as the company previously announced that they have started looking for a replacement for CEO Tom Siebel due to health issues.

Analysts interpret the American AI Action Plan: infrastructure acceleration, cognition deepening, benefiting chip giants such as NVIDIA Corporation (NVDA.US).

According to industry analysts, the latest "Artificial Intelligence (AI) Action Plan" issued by the Trump administration will effectively promote the construction of AI infrastructure, while also indicating that the authorities have formed a strategic awareness of the semiconductor supply chain system.

After the performance, Tesla, Inc. (TSLA.US) is caught in a fierce debate between bulls and bears: bulls are betting on the trillion-dollar dream of FSD, while bears are closely watching the slowdown in deliveries and the realization of the vision.

Tesla became the focus of the market on Thursday, as its second quarter financial report showed a slowdown in revenue and delivery growth, while the company once again promised to launch a "more affordable" electric vehicle model. At the same time, analysts had mixed opinions.

General Motors Company (GM.US) stock price "rollercoaster" after performance results UBS Group AG: Market oversold but prospects not optimistic

UBS reiterated its "neutral" rating on General Motors with a target price of $56.

Low valuation + macro bullish blessing UBS continues to be bullish on bank stocks: expected to usher in a good opportunity for revaluation.

UBS recently released a research report stating that the bank has been overweight on bank stocks for a long time and will continue to maintain this position strategically.

The inventory levels in the semiconductor industry are trending towards normalization. UBS Group AG is the first to recommend Texas Instruments Incorporated (TXN.US), Renesas Electronics Corporation (RNECY.US), and Infineon Technologies (IFNNY.US).

UBS stated that the current semiconductor industry inventory and pricing trends are overall positive, especially as the continuous consumption of MCU inventory has alleviated concerns about supply and demand imbalances in the market. Although trade tensions and tariff risks may dampen further destocking efforts, the industry is gradually moving towards supply-demand equilibrium.

iPhone demand experiences "roller coaster" ride UBS Group AG gives Apple Inc. (AAPL.US) a "neutral" rating.

iPhone demand was visibly weak in June, as before there were concerns in the market that iPhone prices might rise due to the comprehensive imposition of tariffs. In April and May, there was a significant increase in early purchases compared to the usual seasonal purchases. UBS predicts that iPhone terminal sales in June will decrease by 18% year-on-year.

"Big and Beautiful" Strong East Wind Blows "AI Application Myth" Palantir (PLTR.US) Stock Price Takes Off Again?

Analysts say that Palantir Technologies will be a major beneficiary of the Trump tax bill.

Jefferies Financial Group Inc. Reassesses Canadian Pipeline Giants: Enbridge (ENB.US) Upgraded to "Buy", Pembina Pipeline (PBA.US) Downgraded.

J.P. Morgan upgraded Enbridge (ENB.US) stock rating from "hold" to "buy" with a target price of 72 Canadian dollars; at the same time downgraded Pembina Pipeline Corporation (PBA.US) from "buy" to "hold".

AI Technology Diffusion and Trillion-Finance Gap: Morgan Stanley Illustrates the Next Stage of Global Economic Landscape

Morgan Stanley recently released a research report covering several key areas such as AI technology, providing insights into important global economic and market trends.

Q2 performance stability + Q3 guidance exceeds expectations. Goldman Sachs Group, Inc. raises target price for NXP Semiconductors NV (NXPI.US) to $276.

Goldman Sachs rates NXP stock as "buy" with a 12-month target price of $276, representing a 21% upside from the stock's closing price of $228.0 on Tuesday.

Goldman Sachs Group, Inc.: Verizon (VZ.US) Q2 financial report shows strong overall performance, reiterates "buy" rating.

Goldman Sachs reiterated its "buy" rating on Verizon (VZ.US), with a target price of $52.

B.Riley: Bitcoin miner CleanSpark (CLSK.US) accelerates expansion, first assigned a "buy" rating.

B.Riley initiates coverage of Bitcoin miner CleanSpark (CLSK.US) with a "buy" rating and a price target of $16.

Goldman Sachs Group, Inc. is bullish on Liberty Formula One (FWONA.US): growth + debt reduction with a potential return for shareholders of $6 billion in the making.

Goldman Sachs recently resumed coverage of Liberty Formula One, giving it a "buy" rating and setting a target price of $120. The investment bank believes that the company has significant advantages in profit growth and shareholder returns in the coming years.

AI layout becomes the focus of the financial report. Morgan Stanley raised the target price of Meta (META.US) to $750 before the performance.

Morgan Stanley analyst Brian Nowak raised the target price of Meta Platforms from $650 to $750 on July 21st, maintaining a "buy" rating.

Fengye Bank: Palo Alto (PANW.US) Acquires SentinelOne (S.US) or Subverts Its Own "Small M&A" Strategy

According to analysts at Canadian Imperial Bank of Commerce, the potential acquisition of SentinelOne by Palo Alto Networks would signify a "significant strategic transformation" for the cybersecurity giant, making it the largest acquisition in the company's history.

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