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$Palantir (PLTR.US)$ saw millions of dollars in bearish option positions after the stock's 340% surge last year fueled concerns that the rally has gone too far too fast.
Morgan Stanley analysts led by Sanjit Singh gave the stock an underweight rating and a price target of $60, implying a 25% downward potential from Friday's close. While they noted that Palantir has won the early rounds of the race to capture demand driven ...
Morgan Stanley analysts led by Sanjit Singh gave the stock an underweight rating and a price target of $60, implying a 25% downward potential from Friday's close. While they noted that Palantir has won the early rounds of the race to capture demand driven ...
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$Taiwan Semiconductor (TSM.US)$ I still think that I will take some put options next week. seems as though after earnings, the stock gets dropped hard in the following week or 2. thoughts?
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$Morgan Stanley (MS.US)$ $Taiwan Semiconductor (TSM.US)$
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
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$NVIDIA (NVDA.US)$'s stock fell by 7% to $103.73, significantly outpacing the $Nasdaq Composite Index (.IXIC.US)$'s 1.3% decline, marking its lowest closing share price since May 23. The stock is now down 26% from its June peak of over $140 per share.
Apple to Train AI Models with Google Chips Instead of Nvidia
Apple announced that its AI models, part of its Apple Intelligence system, were pretrained using Google's Tensor P...
Apple to Train AI Models with Google Chips Instead of Nvidia
Apple announced that its AI models, part of its Apple Intelligence system, were pretrained using Google's Tensor P...
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