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Soon Chye

Soon Chye

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12:49

kkkkkk

Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch

12:49

the mm

Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch

08-11

$OCBC Bank(O39.SI)$ first 100%

03-02

Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million

01-08

I would love to own the cap, add a tiger tail on it will be perfect 😉

2025-12-11

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1

Go to Tiger App to see more news

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Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"MSFU":0.6,"ANV":0.6,"MSFX":0.6,"CRWU":0.6,"MSFC":0.6,"SSPC":0.6,"MSFL":0.6,"SPCG":0.6,"SPCX":2,"NEBX":0.6,"AAPX":0.6,"AAPU":0.6,"ELOL":0.6,"CRWG":0.6,"NVDD":0.6,"NVDO":0.6,"SPCU":0.6,"NVDY":0.6,"DSPC":0.6,"NVDW":0.6,"FBY":0.6,"MSFW":0.6,"MSTZ":0.6,"07799":0.6,"MSTX":0.6,"NVDX":0.6,"MTYY":0.6,"LOFD":0.6,"MSTR":2,"NVII":0.6,"MSTY":0.6,"MST":0.6,"MSTU":0.6,"APLY":0.6,"WNTR":0.6,"METW":0.6,"CORD":0.6,"MSTW":0.6,"DIPS":0.6,"SPCH":0.6,"METQ":0.6,"AAPD":0.6,"MSFY":0.6,"NVDU":0.6,"NVYY":0.6,"AAPE":0.6,"IOSX":0.6,"SPCF":0.6,"CWVX":0.6,"LOFF":0.6,"META":2,"MSDD":0.6,"NBIS":2,"MSTP":0.6,"MSII":0.6,"FBL":0.6,"IMST":0.6,"FBX":0.6,"NVDQ":0.6,"CWII":0.6,"MSST":0.6,"NVDS":0.6,"CRWV":2,"NVDA":2,"YSPC":0.6,"MSTK":0.6,"NVD":0.6,"NBIZ":0.6,"NVDB":0.6,"NVDL":0.6,"NVC":0.6,"SMST":0.6,"AAPW":0.6,"SPCQ":0.6,"MSTC":0.6,"MSFO":0.6,"SPCM":0.6,"METG":0.6,"NBIG":0.6,"AAPY":0.6,"SPAL":0.6,"07788":0.6,"SPAX":0.6,"AAPL":2,"MSFT":2,"NBIL":0.6,"NBIC":0.6,"METD":0.6,"07388":0.6,"CRWX":0.6,"NVDG":0.6,"FBYY":0.6,"SNK":0.6,"METU":0.6,"AAPB":0.6,"07399":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614852283838736,"gmtCreate":1791089356711,"gmtModify":1791089359504,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"&nbsp; the mm","listText":"&nbsp; the mm","text":"the mm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852283838736","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"MSFU":0.6,"ANV":0.6,"MSFX":0.6,"CRWU":0.6,"MSFC":0.6,"SSPC":0.6,"MSFL":0.6,"SPCG":0.6,"SPCX":2,"NEBX":0.6,"AAPX":0.6,"AAPU":0.6,"ELOL":0.6,"CRWG":0.6,"NVDD":0.6,"NVDO":0.6,"SPCU":0.6,"NVDY":0.6,"DSPC":0.6,"NVDW":0.6,"FBY":0.6,"MSFW":0.6,"MSTZ":0.6,"07799":0.6,"MSTX":0.6,"NVDX":0.6,"MTYY":0.6,"LOFD":0.6,"MSTR":2,"NVII":0.6,"MSTY":0.6,"MST":0.6,"MSTU":0.6,"APLY":0.6,"WNTR":0.6,"METW":0.6,"CORD":0.6,"MSTW":0.6,"DIPS":0.6,"SPCH":0.6,"METQ":0.6,"AAPD":0.6,"MSFY":0.6,"NVDU":0.6,"NVYY":0.6,"AAPE":0.6,"IOSX":0.6,"SPCF":0.6,"CWVX":0.6,"LOFF":0.6,"META":2,"MSDD":0.6,"NBIS":2,"MSTP":0.6,"MSII":0.6,"FBL":0.6,"IMST":0.6,"FBX":0.6,"NVDQ":0.6,"CWII":0.6,"MSST":0.6,"NVDS":0.6,"CRWV":2,"NVDA":2,"YSPC":0.6,"MSTK":0.6,"NVD":0.6,"NBIZ":0.6,"NVDB":0.6,"NVDL":0.6,"NVC":0.6,"SMST":0.6,"AAPW":0.6,"SPCQ":0.6,"MSTC":0.6,"MSFO":0.6,"SPCM":0.6,"METG":0.6,"NBIG":0.6,"AAPY":0.6,"SPAL":0.6,"07788":0.6,"SPAX":0.6,"AAPL":2,"MSFT":2,"NBIL":0.6,"NBIC":0.6,"METD":0.6,"07388":0.6,"CRWX":0.6,"NVDG":0.6,"FBYY":0.6,"SNK":0.6,"METU":0.6,"AAPB":0.6,"07399":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595676626064760,"gmtCreate":1786455554742,"gmtModify":1786455557982,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","text":"$OCBC Bank(O39.SI)$ first 100%","images":[{"img":"https://community-static.tradeup.com/news/aee7000786e9cd9ec9038eceeca64a52","width":"898","height":"1362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595676626064760","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4215246273711482","authorId":"4215246273711482","name":"Tiger_Peter","avatar":"https://community-static.tradeup.com/news/fe69b5b2f19496372b24f64fb08a8ef0","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4215246273711482","idStr":"4215246273711482"},"content":"Why is everyone showing their gains? For what","text":"Why is everyone showing their gains? For what","html":"Why is everyone showing their gains? For what"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":538318869275344,"gmtCreate":1772447181598,"gmtModify":1772447459914,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","listText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","text":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538318869275344","repostId":"2616380822","repostType":2,"repost":{"id":"2616380822","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1772446120,"share":"https://ttm.financial/m/news/2616380822?lang=en_US&edition=fundamental","pubTime":"2026-03-02 18:08","market":"fut","language":"en","title":"MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2616380822","media":"Reuters","summary":"MiniMax posts FY2025 gross profit up 437.2% to USD 20.1 million               MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international market","content":"<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-02 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","00100":"MINIMAX-W"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260302:nNDL1xwYVK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616380822","content_text":"MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.","news_type":1,"symbols_score_info":{"00100":2}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519557385135296,"gmtCreate":1767866214926,"gmtModify":1767867194660,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","listText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","text":"I would love to own the cap, add a tiger tail on it will be perfect 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519557385135296","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509631193358824,"gmtCreate":1765453094668,"gmtModify":1765458888027,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","listText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1","images":[{"img":"https://community-static.tradeup.com/news/536e87f626e3c501a21f10814ee2c8e3","width":"1080","height":"420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509631193358824","isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":538318869275344,"gmtCreate":1772447181598,"gmtModify":1772447459914,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","listText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","text":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538318869275344","repostId":"2616380822","repostType":2,"repost":{"id":"2616380822","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1772446120,"share":"https://ttm.financial/m/news/2616380822?lang=en_US&edition=fundamental","pubTime":"2026-03-02 18:08","market":"fut","language":"en","title":"MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2616380822","media":"Reuters","summary":"MiniMax posts FY2025 gross profit up 437.2% to USD 20.1 million               MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international market","content":"<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-02 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","00100":"MINIMAX-W"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260302:nNDL1xwYVK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616380822","content_text":"MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.","news_type":1,"symbols_score_info":{"00100":2}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595676626064760,"gmtCreate":1786455554742,"gmtModify":1786455557982,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","text":"$OCBC Bank(O39.SI)$ first 100%","images":[{"img":"https://community-static.tradeup.com/news/aee7000786e9cd9ec9038eceeca64a52","width":"898","height":"1362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595676626064760","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4215246273711482","authorId":"4215246273711482","name":"Tiger_Peter","avatar":"https://community-static.tradeup.com/news/fe69b5b2f19496372b24f64fb08a8ef0","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4215246273711482","idStr":"4215246273711482"},"content":"Why is everyone showing their gains? For what","text":"Why is everyone showing their gains? For what","html":"Why is everyone showing their gains? For what"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509631193358824,"gmtCreate":1765453094668,"gmtModify":1765458888027,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","listText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1","images":[{"img":"https://community-static.tradeup.com/news/536e87f626e3c501a21f10814ee2c8e3","width":"1080","height":"420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509631193358824","isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519557385135296,"gmtCreate":1767866214926,"gmtModify":1767867194660,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","listText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","text":"I would love to own the cap, add a tiger tail on it will be perfect 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519557385135296","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614852114133176,"gmtCreate":1791089368527,"gmtModify":1791089371279,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"kkkkkk","listText":"kkkkkk","text":"kkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852114133176","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"MSFU":0.6,"ANV":0.6,"MSFX":0.6,"CRWU":0.6,"MSFC":0.6,"SSPC":0.6,"MSFL":0.6,"SPCG":0.6,"SPCX":2,"NEBX":0.6,"AAPX":0.6,"AAPU":0.6,"ELOL":0.6,"CRWG":0.6,"NVDD":0.6,"NVDO":0.6,"SPCU":0.6,"NVDY":0.6,"DSPC":0.6,"NVDW":0.6,"FBY":0.6,"MSFW":0.6,"MSTZ":0.6,"07799":0.6,"MSTX":0.6,"NVDX":0.6,"MTYY":0.6,"LOFD":0.6,"MSTR":2,"NVII":0.6,"MSTY":0.6,"MST":0.6,"MSTU":0.6,"APLY":0.6,"WNTR":0.6,"METW":0.6,"CORD":0.6,"MSTW":0.6,"DIPS":0.6,"SPCH":0.6,"METQ":0.6,"AAPD":0.6,"MSFY":0.6,"NVDU":0.6,"NVYY":0.6,"AAPE":0.6,"IOSX":0.6,"SPCF":0.6,"CWVX":0.6,"LOFF":0.6,"META":2,"MSDD":0.6,"NBIS":2,"MSTP":0.6,"MSII":0.6,"FBL":0.6,"IMST":0.6,"FBX":0.6,"NVDQ":0.6,"CWII":0.6,"MSST":0.6,"NVDS":0.6,"CRWV":2,"NVDA":2,"YSPC":0.6,"MSTK":0.6,"NVD":0.6,"NBIZ":0.6,"NVDB":0.6,"NVDL":0.6,"NVC":0.6,"SMST":0.6,"AAPW":0.6,"SPCQ":0.6,"MSTC":0.6,"MSFO":0.6,"SPCM":0.6,"METG":0.6,"NBIG":0.6,"AAPY":0.6,"SPAL":0.6,"07788":0.6,"SPAX":0.6,"AAPL":2,"MSFT":2,"NBIL":0.6,"NBIC":0.6,"METD":0.6,"07388":0.6,"CRWX":0.6,"NVDG":0.6,"FBYY":0.6,"SNK":0.6,"METU":0.6,"AAPB":0.6,"07399":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614852283838736,"gmtCreate":1791089356711,"gmtModify":1791089359504,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"&nbsp; the mm","listText":"&nbsp; the mm","text":"the mm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852283838736","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"MSFU":0.6,"ANV":0.6,"MSFX":0.6,"CRWU":0.6,"MSFC":0.6,"SSPC":0.6,"MSFL":0.6,"SPCG":0.6,"SPCX":2,"NEBX":0.6,"AAPX":0.6,"AAPU":0.6,"ELOL":0.6,"CRWG":0.6,"NVDD":0.6,"NVDO":0.6,"SPCU":0.6,"NVDY":0.6,"DSPC":0.6,"NVDW":0.6,"FBY":0.6,"MSFW":0.6,"MSTZ":0.6,"07799":0.6,"MSTX":0.6,"NVDX":0.6,"MTYY":0.6,"LOFD":0.6,"MSTR":2,"NVII":0.6,"MSTY":0.6,"MST":0.6,"MSTU":0.6,"APLY":0.6,"WNTR":0.6,"METW":0.6,"CORD":0.6,"MSTW":0.6,"DIPS":0.6,"SPCH":0.6,"METQ":0.6,"AAPD":0.6,"MSFY":0.6,"NVDU":0.6,"NVYY":0.6,"AAPE":0.6,"IOSX":0.6,"SPCF":0.6,"CWVX":0.6,"LOFF":0.6,"META":2,"MSDD":0.6,"NBIS":2,"MSTP":0.6,"MSII":0.6,"FBL":0.6,"IMST":0.6,"FBX":0.6,"NVDQ":0.6,"CWII":0.6,"MSST":0.6,"NVDS":0.6,"CRWV":2,"NVDA":2,"YSPC":0.6,"MSTK":0.6,"NVD":0.6,"NBIZ":0.6,"NVDB":0.6,"NVDL":0.6,"NVC":0.6,"SMST":0.6,"AAPW":0.6,"SPCQ":0.6,"MSTC":0.6,"MSFO":0.6,"SPCM":0.6,"METG":0.6,"NBIG":0.6,"AAPY":0.6,"SPAL":0.6,"07788":0.6,"SPAX":0.6,"AAPL":2,"MSFT":2,"NBIL":0.6,"NBIC":0.6,"METD":0.6,"07388":0.6,"CRWX":0.6,"NVDG":0.6,"FBYY":0.6,"SNK":0.6,"METU":0.6,"AAPB":0.6,"07399":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}