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StreetInsider.com Top Tickers, 6/26/2026
- S&P 500, Nasdaq set for sharp weekly fall as chips stocks slide
- SpaceX weighs Starlink mobile service to US consumers, FT reports
- U.S. chip stocks retreat after Apple price hikes stoke fears over AI trade
- Morgan Stanley flags Fed hike risk if unemployment drops below 4%
- UBS trims AI portfolio exposure to semis and hardware after recent rally
- Needham Starts NeoVolta (NEOV) at Buy
- Two major earthquakes strike Venezuela, killing at least 32 and injuring hundreds
- Hertz cuts guidance, announces notes and stock offerings, shares sink
- Wall St ends mixed as tech megacap declines outweigh upbeat chip outlook
- SanDisk stock target lifted by Citi on continued demand strength
Broadcom and Nvidia remain top picks at Bernstein
June 18, 2024 8:13 AM EDTBernstein analysts remain bullish on the semiconductor industry, projecting a return to growth in 2024 driven by memory recovery, improved PC and smartphone markets, and excitement surrounding Artificial Intelligence (AI).
"Our top picks remain AVGO and NVDA," says the Bernstein note. While acknowledging cyclical weakness in Broadcom's core business, Bernstein... More
NVIDIA (NVDA) PT Raised to $200 at Rosenblatt, 'We see NVIDIA already in the $5.00 EPS plus level for calendar 2026'
June 18, 2024 6:27 AM EDTRosenblatt analyst Hans Mosesmann raised the price target on NVIDIA (NASDAQ: NVDA) to $200.00 (from $140.00) while maintaining a Buy rating.
The analyst comments "We see Nvidia's Hopper, Blackwell, and Rubin series driving "value" market share in one of Silicon Valley's most successful... More
