Morgan Stanley raised its price target on Apple Inc. (NASDAQ: AAPL) to $298.00 from $240.00 while maintaining an Overweight rating, citing stronger-than-expected demand for the upcoming iPhone 17 lineup. The firm lifted its fiscal 2026 iPhone revenue estimate by 4%, including 3% higher unit sales and 1% higher average selling prices. Analysts said checks indicated a production build increase was imminent, supported by robust demand for base, Pro, and Pro Max models. Morgan Stanley projected Apple would ship ...

Jefferies raised its price target on First Solar Inc. (NASDAQ: FSLR) to $260.00 from $212.00 and reiterated a Buy rating, sending shares up more than 3% intra-day on Thursday. The firm cited strong bookings in the third quarter, with U.S. capacity fully booked through 2028, putting the company back into price discovery mode. Jefferies also highlighted favorable policy tailwinds, including AD/CVD measures, Section 232 tariffs, and FEOC rules. Analysts said they viewed First Solar’s finishing lines as attract ...

BMO Capital raised its price target on Lithium Americas Corp. (NYSE: LAC) to $5.00 from $3.50 while keeping a Market Perform rating. The firm cited confirmation that the U.S. Department of Energy would receive free equity stakes in Thacker Pass and LAC in exchange for loan repayment deferrals, which lowered its 10% NAV estimate to about $3.40 per share. BMO noted that high-quality, funded developers in scarce commodities could trade at 1.0–1.5x NAV. The firm’s increased price target reflected the high end o ...

Barclays downgraded Medpace Holdings Inc. (NASDAQ: MEDP) from Equalweight to Underweight and reduced its price target to $425.00 from $450.00. The firm said the downgrade was primarily valuation-driven, noting that Medpace shares were trading well above the premium historically enjoyed relative to peers. While the biotech market was described as “bouncing along the bottom,” Barclays said it expected the company to continue winning new business. However, the firm flagged potential risk in the second half of ...

Benchmark lowered its price target on DraftKings Inc. (NASDAQ: DKNG) to $43.00 from $53.00 while maintaining a Buy rating. Analysts said they remained constructive on the company’s long-term growth opportunity, underpinned by its strong product, expanding user base, and industry tailwinds. However, they flagged potential near-term headwinds in the third quarter from unfavorable sports outcomes, elevated promotional spending, and a challenging macro backdrop. Benchmark also noted investor sentiment had been ...

Mizuho downgraded Bloom Energy Corp. (NYSE: BE) from Outperform to Neutral while raising its price target to $79.00 from $48.00. The firm said it increased its DCF-based valuation due to improved visibility into demand growth from utility-scale data center orders, highlighting the company’s ~900-MW project in Wyoming as an early-stage signal for capacity expansion needs. However, analysts downgraded the stock, citing production capacity constraints. Bloom was on track to expand its Fremont facility to 2 GW ...

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经济观察网9月30日消息，为保持银行体系流动性充裕，2025年10月9日，中国人民银行将以固定数量、 利率招标、多重价位中标方式开展11000亿元买断式逆回购操作，期限为3个月(91天)。 ...

Logo of Warren Buffett’s Berkshire Hathaway Inc. Warren Buffett’s Berkshire Hathaway Inc. reached a deal to buy Occidental Petroleum Corp.’s petrochemical business for about $9.7 billion in cash.   If the deal closes, it would be the biggest purchase for Berkshire since its $11.6 billion buyout of insurance firm Alleghany Corporation in 2022 and expand its chemical portfolio beyond Lubrizol.   The latest move marks billionaire Buffett's return to the search for good deals after years of abstaining from maj ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...