Bernstein sees 20% upside in TSMC stock despite Middle East war
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StreetInsider.com Top Tickers, 8/22/2026
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Applied Optoelectronics sets up $600M at-the-market stock offering
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- One killed, three injured when man attacks Swedish school with sword
- Morgan Stanley course-corrects their semiconductor equipment outlook on demand
JPMorgan: 'we believe NVDA’s vertically integrated platform is difficult to replicate'
March 17, 2026 7:43 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $265.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA hosted its annual GTC conference keynote yesterday in San Jose. Our key takeaways were: 1) Mgmt doubled demand visibility to $1T+ in shipments/ purchase orders for Blackwell and Vera Rubin through CY27 (vs. $500B through CY26 announced at GTC DC in Oct-25), implying a minimum of $50-70B upside (per JPMe) relative to Street consensus for CY26-27 DC revenues, with additional orders/backlog for CY27 likely to accrue over the next 6-9 months. A... More
Cantor Fitzgerald on NVIDIA (NVDA): 'we believe risk is unbelievably favorable at this point in time'
March 17, 2026 6:33 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $300.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "This afternoon, we had the pleasure of attending Jensen's keynote kickoff for the company's hosted GTC. Lots of new announcements across hardware and software offerings, but key investor focus thus far is on the company's financial update - were Jensen highlighted... More
