GMT EIGHT - Research - US Stock

Morgan Stanley: Telefonaktiebolaget LM Ericsson Sponsored ADR Class B (ERIC.US) Q3 performance may be affected by the North American market, maintaining a "neutral" rating.

Morgan Stanley recently released a forward-looking report on Ericsson's (ERIC.US) third quarter performance in 2025, maintaining a "neutral" rating with a target price of 80.00 Swedish Krona (SEK).

PepsiCo, Inc. (PEP.US) will soon release its financial report, and Bank of America maintains its target price of $150.

Bank of America Securities released a research report, maintaining a "neutral" rating on PepsiCo and setting a target price of $150.

Embodied AI unlocks a market opportunity of 402 billion US dollars! UBS elaborates on its "Beyond AI" investment strategy.

UBS predicts that market opportunities driven by specific industries with embodied AI will reach $402 billion.

CDC recommends Morgan Stanley as a catalyst, optimistic about the prospects of Gilead's HIV new drug market, reiterating a "buy" rating.

Morgan Stanley analyst Terence Flynn published a research report, reiterating a "buy" rating on Gilead Sciences and setting a target price of $143.

Q2 financial report is disappointing but does not hinder optimism, Wall Street is strongly supporting Energy Transfer (ET.US).

EnergyTransfer (ET.US), an energy company, released its Q2 financial report on August 6th, which showed slightly below expectation performance in both revenue and earnings per share (EPS). However, Wall Street remains optimistic about it.

Oppenheimer is optimistic about AppLovin's non-gaming advertising and raises the target price to $240 in one go.

Oppenheimer released a research report, significantly raising the target price of AppLovin to $740, up from $500, and reaffirming its "outperform" rating.

JP Morgan is optimistic about the retail industry in 2026: Home Depot, Inc. (HD.US), Best Buy Co., Inc. (BBY.US), and Wayfair (W.US) have been selected to the list of key focuses.

In the first half of 2026, the four major positive factors are expected to "resonate", driving retail performance centered around home goods/products to reach or even exceed market expectations.

Wall Street bullish on Bitcoin mining stocks, Citigroup and JP Morgan both raise Riot Platforms (RIOT.US) rating.

Citigroup and J.P. Morgan have both upgraded their ratings on bitcoin mining company Riot Blockchain (RIOT.US), with the latter also adjusting ratings on other major bitcoin mining stocks simultaneously.

UBS Group AG and Piper Sandler significantly raise the target price of Applovin (APP.US) and see the promising future of the Axon 2.0 platform.

Investment banks UBS and Piper Sandler raised their target stock price for Applovin (APP.US) based on the strong business performance it has consistently demonstrated.

Morgan Stanley "Clears Mines" for Microsoft Corporation (MSFT.US): Three major growth concerns are not a concern, reiterates "hold" rating.

Morgan Stanley released a research report, listing software giant Microsoft as its top pick in the software sector, raising the target price of the stock from $582 to $625, and maintaining an "overweight" rating.

Tesla, Inc. (TSLA.US) has been upgraded by Wedbush to a street-high target price of $600, with the biggest highlight being the opportunity in AI.

Wedbush has significantly raised its price target for Tesla to $600 and maintains an "outperform" rating.

uniQure (QURE.US) soared due to its gene therapy AMT-130, with Goldman Sachs Group, Inc. optimistic that peak sales could reach $2.5 billion.

Goldman Sachs' latest in-depth analysis report focuses on the groundbreaking progress and commercial prospects of uniQure NV's gene therapy AMT-130 in the treatment of Huntington's disease.

Target price seen as high as $40! Wells Fargo & Company: CSX (CSX.US) alliance with Buffett's BNSF will help performance outperform peers.

JP Morgan Chase Bank stated that as CSX gradually overcomes operational challenges in its railroad network and alleviates downward pressure in its coal business, coupled with the momentum brought by its partnership with BNSF, it is expected that CSX will achieve strong profit growth in 2026.

Morgan Stanley: Apple Inc. (AAPL.US) business divergence, strong demand for iPhone 17 series, slowing growth in service business.

Morgan Stanley's monthly data tracking report shows that Apple's core business is showing a significant differentiation trend: strong demand for the iPhone 17 series, while growth in service business is slowing down.

JP Morgan: AI drives "rocket-like" growth in the performance of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US), significant contribution from N2/N3 process.

JPMorgan Chase released a research report, maintaining a "hold" rating on TSMC, and raising its target price for TSMC's Taiwan stock from 1275 NTD to 1550 NTD in June 2026.

Barclays: Keurig Dr Pepper(KDP.US) business split is correct but execution is complex. Rating lowered to "Hold".

Barclays released a research report stating that Keurig Dr Pepper has decided to split its beverage and coffee businesses, a move that is essentially correct, but the complex operating mechanism of the business split will bring "higher uncertainty and disruption" in the next 12 months.

Susquehanna Analyst: Corporate AI investment follows the philosophy of "spend money first, ask about effectiveness later", the cycle may extend until 2027.

Currently, companies are adopting a "spend money first, ask about ROI later" strategy in the field of artificial intelligence investment, and this trend may last longer than previously expected.

Wells Fargo & Company expects the Rainier project with Amazon.com, Inc. (AMZN.US) to boost cloud revenue.

Industrial and Commercial Bank of China raised its rating on Amazon (AMZN.US) from "hold" to "buy".

Bloom Energy (BE.US) downgraded by Jefferies Financial Group Inc. Overvaluation and challenging growth prospects lead to a sharp decline in stock price of over 10%.

Bloom Energy's stock price plummeted on Wednesday after Jefferies downgraded the stock from "hold" to "underperform," citing unclear growth prospects for the company after 2026 and early signs of excessive optimism.

Two major investment giants in the same frame point the way: the ebb of globalization and the demand for AI are creating a "double benefit" for infrastructure investment.

Brookfield Asset Management and Macquarie Group recently stated that the global trend towards deglobalization and strong demand in the field of artificial intelligence (AI) are creating a "double benefit" for infrastructure investment, providing numerous opportunities.

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