UBS downgrades China’s tech sector, citing rally-driven revaluation and tariff risks
UBS has lowered its rating on China’s technology sector from Attractive to Neutral, following a strong year-to-date gain of 32%. In a note to clients,...
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JP Morgan have raised the probability of a US recession, citing Trump extremism
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and...
Morgan Stanley names Tesla a top pick, citing its AI advantage
The real value in Tesla lies in its robotics ambitions, according to Morgan Stanley. Analyst Adam Jonas named Tesla his new top pick in U.S....
Bank of America downgrades Rivian, citing soft 2025 outlook and Trump risks
Risks are mounting for Rivian Automotive , according to Bank of America analyst John Murphy. The analyst downgraded the electric vehicle maker to underperform from...
KeyBanc upgrades Steel Dynamics, citing Trump’s steel tariffs as a catalyst
President Donald Trump’s steel and aluminum duties could boost shares of Steel Dynamics , according to KeyBanc. Analyst Philip Gibbs upgraded shares of the steel...
U.S. Navy bans use of DeepSeek AI – citing ‘security and ethical concerns’
CNBC carried the report, in brief: The U.S. Navy issued a warning to its members to avoid using DeepSeek “in any capacity,” due to “potential...
Goldman Sachs have revised their US inflation forecast higher, citing Trump tariffs
This is via a Wall Street Journal interview with Goldman Sachs Chief Economist Jan Hatzius. Hatzius has, so far, stuck with his forecast for 3...
Mizuho upgrades Tesla to buy citing ‘idiosyncratic tailwinds’ over next four years
Tesla has more room to run under new presidential administration, according to the Mizuho. Analyst Vijay Rakesh upgraded the electric vehicle maker to outperform, and...