GMT EIGHT - Research - US Stock

Apple Inc.'s (AAPL.US) impressive financial report leads to a surge in stock price, while its AI strategy and tariff pressure become the focus of Wall Street's battle.

On Friday, Apple's stock price rose due to its strong performance in the third quarter of the 2025 fiscal year, but the reaction from Wall Street analysts was mixed.

"The stock god" Buffett's report card is about to be revealed, UBS sings bullish tune: optimistic about Berkshire overcoming the "August curse"

Cash Sea + expansion of insurance business, Berkshire Hathaway needs to give the August Bear a lesson?

eBay (EBAY.US) strategic transformation recognized! Citigroup upgrades rating to "buy"

Recently, Citibank upgraded eBay's rating from "Neutral" to "Buy" and significantly raised its target price to $100.

Meta (META.US) Q2 financial report receives cheers from Wall Street collectively! Major investment banks urgently raise target prices.

After the impressive financial report was released, the analysts who were originally bullish on the stock urgently raised their profit forecasts and target stock price for Meta (META.US).

Microsoft Corporation (MSFT.US) fully opens its AI monetization engine! Perfect performance in Q4 skyrockets stock price, shocking Wall Street as growth curve is underestimated.

On Thursday, Microsoft released better-than-expected fourth quarter financial results and performance guidance, which not only gained market recognition but also received unanimous praise from Wall Street analysts.

Morgan Stanley is optimistic about the strategic potential of Monday.com (MNDY.US) but execution risks still remain. It is given an initial "hold" rating.

Morgan Stanley issued a "hold" rating for the international software company Monday.com for the first time and set a target price of $330.

Morgan Stanley: Continued high prosperity in the aerospace industry, raises target price for HEICO Corporation (HEI.US) to $330.

Morgan Stanley analyst Kristine Liwag published a research report, raising Haeco's price target from $305 to $330, while maintaining a "hold" rating.

HSBC downgrades Novo Nordisk A/S Sponsored ADR Class B (NVO.US) rating to "hold" as 2025 growth expectations sharply cut triggering a halving of the target price.

HSBC has downgraded its stock rating on Novo Nordisk from "buy" to "hold", and this adjustment is due to the company's latest warning on its business outlook for 2025.

After the performance, the stock price of Arm (ARM.US) plunged! Wall Street still holds strong support: "short-term pain" paves the way for long-term AI growth.

After the release of the financial report for the first quarter of the 2026 fiscal year, Arm's stock price fell more than 13% on Thursday. Analysts believe that the company's current high expenditure is for the future transformation into a stronger enterprise.

Guotai Haitong: Expectations of Fed interest rate cuts may further narrow, but US stocks still have room to rise.

Guotai Junan Securities released a research report stating that the US GDP in the second quarter exceeded expectations, with the decline in "grabbing imports", resilient consumption, and the return of manufacturing investment as the main supports. It is expected that the US economy will still remain resilient in the future.

Southeast Asian Internet giant Sea (SE.US) sees all three pillars of its business driving force as UBS Group AG holds high the bullish flag.

The three horses worked together, and the Internet hegemon in Southeast Asia set sail once again.

Morgan Stanley: PayPal's financial report is impressive but below expectations, three major structural challenges restrict valuation space.

Although PayPal has shown diversified growth momentum in the payment field, the progress of optimizing its core business is not as expected, and it ultimately maintains an "Equal-weight" (hold) rating.

Cash flow exceeds expectations. JP Morgan maintains a "hold" rating for Boeing Company (BA.US) bonds.

Partly due to improved operating efficiency and increased commercial aircraft deliveries, Boeing Company's second-quarter performance exceeded expectations, with cash flow exceeding the company's guidance.

Phillip Capital: Netflix (NFLX.US) user engagement decreasing and overvaluation, rating lowered to "Sell"

Phillip Capital downgraded Netflix's rating from "neutral" to "sell" and maintained a target price of $950.

Apple Inc. (AAPL.US) financial report cooling down? Jefferies Financial Group Inc., Wedbush, and the market have expressed conflicting views.

J.P. Morgan and Wedbush still hold an optimistic view on Apple's performance.

Wall Street Bulls and Bears Debate: Is Alphabet Inc. Class C (GOOGL.US) Undervalued or Caught in an "Innovator's Dilemma"?

Wall Street bulls and bears debate the future development trend of Alphabet after the release of its second quarter financial report.

Wedbush: Apple Inc. (AAPL.US) Q4 performance is expected to be impressive, with the outlook for iPhone 17 and AI layout becoming focal points of attention.

Wedbush released a research report, maintaining its "outperform" rating and $270 target price for Apple before the announcement of its fourth quarter performance.

USDC and Circle are still undervalued. JP Morgan gave Coinbase a "neutral" rating.

Morgan Stanley stated that Coinbase has benefited from its investments in Circle and USDC, but investors may be underestimating the value of USDC and Circle platforms to Coinbase.

JPMorgan Chase supports Qualcomm's AI bull market: Farewell to single-core smartphones narrative, edge AI catalyzes new round of growth.

Qualcomm possesses extremely scarce defense and low volatility steady growth attributes of a semiconductor company, with continuous expansion of cash flow driven by stable patent licensing (QTL) business, as well as growth momentum in diversified semiconductor businesses including AIPC and AI smartphones.

Morgan Stanley AI Supply Chain Tracking: CoWoS Production Capacity, Capital Expenditure, H20 Shipments Surge, AI Demand Accelerates Release

Morgan Stanley's latest research report states that there is a sustained strong demand for artificial intelligence (AI), with the entire industry chain showing an accelerating expansion trend from the capital expenditures of cloud service providers to the capacity layout of chip manufacturers.

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