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Loop Capital Upgrades Qualcomm (QCOM) to Buy, Sees Stock Nearing Turning Point Bitget

Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears TechStock²

Matt Henry gets New Zealand off to a blistering start as Pathum Nissanka is dismissed with the first delivery of Sri Lanka's innings in their ICC Men's T20 World Cup Super 8s match.

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摩根士丹利策略师表示，对人工智能带来颠覆的担忧引发的各板块过度抛售，为选股者创造了机会。对那些定价权强、积极采用AI的公司而言，其投资逻辑仍在增强。微软、财捷集团和Atlassian Corp.等个股存在“有吸引力的入场点”。

摩根士丹利 策略师表示，对人工智能带来颠覆的担忧引发的各板块过度抛售，为选股者创造了机会。 Andrew Pauker等策略师表示，投资者应寻找该团队所说的“人工智能既有优势者”、高增长股以及高质量个股，以把握价格回落以及技术普及带来的动能。对那些定价权强、积极采用AI的公司而言，其投资逻辑仍在增强。 Pauker写道：“短期内人工智能的普及有助于抵消对受影响领域以及整体市场受到更长期颠覆的担忧。” 软件股一直是受投资者恐慌情绪冲击最严重的板块之一，策略师指出，市场似乎已假设行业龙头无法从人工智能创新中获益。相反，他们认为人工智能将扩大企业软件的可服务市场，并称 微软 、 财捷集团 和Atlassian Corp．等个股存在“有吸引力的入场点”。 摩根士丹利团队表示，随着人工智能技术逐步提高生产力和盈利能力，银行业将成为净受益者。该团队将花旗集团、 美国银行 、 道富集团 和Truist Financial列为该行分析师眼中“最具防御性”的个股。 策略师认为，在其他板块中，消费金融类股票也将是人工智能的净受益者，最终的效率提升将盖过短期的扰动。他们表示，在保险业，人工智能应该会逐步改善经纪业务，但复杂的合同、监管和合规问题不太可能在短期内受到扰动。 在支付和金融科技领域，策略师认为万事达和维萨是人工智能和代理型商业的净受益者。 “目前的情况是重大投资周期中的典型特征，”Pauker和他的同事写道，“波动区间往往会扩大，而且在此过程中会出现一些间歇性时期，市场会对资本支出的速度以及哪些市场领域可能受到扰动产生疑问。” 责任编辑：李桐

General purpose tools like ChatGPT, Claude, and Grok are not designed for this use, making mental health professionals wary.

ADBE expands AI partnerships and embeds Firefly and Acrobat AI to revive growth as shares slide 27% YTD amid fierce Microsoft and Alphabet rivalry.

Loop Capital Upgrades Qualcomm (QCOM) to Buy, Sees Stock Nearing Turning Point Finviz

Ethan Miller/Getty Images News IBM's ( IBM ) share price plunged 13% by the closing bell on Tuesday, but the analysts at Wedbush label the sell-off as unwarranted, and the decline presents an attractive buying opportunity for investors. Shares had ticked up 3% during morning market action on Wednesday. "IBM shares dropped 13% yesterday vs. the S&P down ~1%, the largest drop in over 25 years, as the company saw elevated competition risk from Anthropic ( ANTHRO ) after stating in a press release that its Claude Code tool could be leveraged to modernize legacy systems that run on Common Business-Oriented Language (COBOL), a major part of IBM's business model," Wedbush said in a detailed investor note on Wednesday. Anthropic revealed on Tuesday that its Claude Code tool can help modernize Cobol, a dated programming language that runs on IBM computers. "This is just another element of the 'sell first, ask questions later' mentality that has taken the Street by storm as more AI-driven automation tools continue to drive greater risk of disruption," Wedbush added. "While this is a risk to its older business unit, IBM's core mainframe computer business offers a platform that provides the same quality of performance and security for various programming languages, not just COBOL, making it an adaptable platform that can capitalize on AI's value across various businesses." IBM Software and Chief Commercial Officer Rob Thomas also stressed that an AI model translating COBOL isn’t equivalent to modernizing enterprise systems. "Translation captures almost none of the actual complexity," he said , pointing to data architecture, runtime environments, and transaction integrity as core challenges. Thomas added that "the code is the starting point, not the destination," and that modernization depends on how applications scale, recover, encrypt, and integrate. Wedbush also noted that "IBM has already formed a strategic partnership with Anthropic to accelerate the development of enterpri...

Loop Capital Upgrades Qualcomm (QCOM) to Buy, Sees Stock Nearing Turning Point Insider Monkey

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Source: Bloomberg, 3:32

Sign up now! Sign up now! Sign up now? Sign up now! When it comes to word association Football Daily immediately links West Bromwich Albion with Adrian Chiles, due in no small part to the avuncular broadcaster and star Big Website columnist being one of the Baggies’ more famous high priests of pessimism. Upon hearing that his struggling club had dispensed with the services of yet another head coach, we checked in to make sure the man we don’t know well enough to call “Chilesey” hadn’t taken it upon himself to sally forth to the Hawthorns and run amok with the new yellow power tool he recently bought in order to “address lifelong self-esteem issues” through the medium of DIY. We’re happy to report that, at the time of writing, the famous old ground’s Smethwick End is still standing and bears no resemblance to a colander. I thought I should remind James Harvey ( yesterday’s Football Daily letters ) that English language (and other) pedantry has a proud, well long, tradition in Football Daily! To that end, I think he will see, if he looks, that David Livesey’s use of tautology was entirely intentional, and unusually subtle for Football Daily … neither clear nor obvious” – David Mutimer. Regarding the recent James Milner quote, in which he puzzlingly pluralised the names of some of his former managers. Frankly I was surprised by this, coming from such a singular player” – Peter Oh. Can I (and 1,056 Norwegians) offer a hearty ‘Giorgia Meloni, can you hear me Giorgia Meloni? Your boys took a hell of a beating …’ to Bodø/Glimt on their success in San Siro” – Declan Hackett (and no other Norwegians). Re: the lead story on the stricken seagull ( yesterday’s Football Daily ). If one takes the folkloric Atatürk-seagull story as gospel, then perhaps Gani Caton’s reaction to recent suspensions were approached with the same seriousness one might show when interpreting prophetic messages from coastal wildlife. One imagines the seagulls of Istanbul have been placed on an unofficial...

Richard Drury With the Q4 earnings season almost coming to an end, b elow is a list of large-cap stocks that experienced negative quarterly EPS surprises but maintain bullish Seeking Alpha Quant Ratings. The list is ranked according to each stock’s Quant Rating, highlighting companies that remain attractive despite missing earnings expectations. The list is topped by Coeur Mining ( CDE ) and AngloGold Ashanti ( AU ), both gold sector companies with near-perfect Quant Ratings of 4.99 and 4.97, respectively. These two leaders have also delivered impressive year-to-date performances of 38.98% and 46.22%. Other notable names on the list include Brookfield Renewable Corporation ( BEPC ), Omnicom Group ( OMC ), and Lockheed Martin ( LMT ), representing a diverse range of sectors including Renewable Electricity, Advertising, and Aerospace and Defense. Realty Income Corporation ( O ), Allison Transmission ( ALSN ), Nucor Corporation ( NUE ), PG&E Corporation ( PCG ), and StandardAero ( SARO ) round out the top 10. Seeking Alpha’s Quant Rating system grades stocks on their relative performance across critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Coeur Mining ( CDE ), Quant Rating: 4.99 AngloGold Ashanti plc ( AU ), Quant Rating: 4.97 Brookfield Renewable ( BEPC ), Quant Rating: 4.78 Omnicom Group ( OMC ), Quant Rating: 4.77 Lockheed Martin ( LMT ), Quant Rating: 4.66 Realty Income ( O ), Quant Rating: 4.64 Allison Transmission Holdings ( ALSN ), Quant Rating: 4.59 Nucor ( NUE ), Quant Rating: 4.50 PG&E ( PCG ), Quant Rating: 4.47 StandardAero ( SARO ), Quant Rating: 4.35 More on markets IBM Is Just AI's Latest Victim Trump's New Tariff Is A Stimulus For The Economy And Bull Market This Is Not A Normal Rotation - It's A Regime Change Apollo warns that market structure...

KeyBanc Capital Markets downgraded Evolent Health ( EVH ) to sector weight from overweight citing concerns over the company's EBITDA moving forward. The bank does not have a price target. KeyBanc's note came out Tuesday, the same day the company reported Q4 financial results that beat on both lines. However, analyst Matthew Gillmor said that EBITDA this year will be heavily weighted in H2 at 70%. He added that "we expect Street EBITDA for 2027 ($187M) will move lower." Evolent's "late-stage pipeline remains strong, and renewal rates with existing customers is high," Gillmore noted. "This reflects strong demand among health plans to control specialty costs (esp. oncology) and is supporting EVH's ability to shift its at-risk contracts to the PS 2.0 model, which has better downside protection." More on Evolent Health Evolent Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Evolent Health Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Evolent Health Historical earnings data for Evolent Health Financial information for Evolent Health

Amazon’s AWS stated in a blog post: “Organizations across in Thailand, Malaysia, Singapore, Indonesia, and Taiwan can now access Anthropic Claude Opus 4.6, Sonnet 4.6, and Claude Haiku 4.5 through Global cross-Region inference on Amazon Bedrock-delivering foundation models through a globally distributed inference architecture designed for scale. Global CRIS offers three key advantages: higher quotas, cost efficiency, and intelligent request routing to inference capacity across AWS commercial Reg

Trump is reportedly weighing pulling out of the USCMA trade deal. Bloomberg Opinion columnist Juan Pablo Spinetto explains why that would be a terrible idea. (Source: Bloomberg)

Several witnesses jumped into action helping both drivers get to safety while others directed traffic, according to police.

The AI-infrastructure darling has seen its stock climb 40% this year. CoreWeave’s fourth-quarter earnings report will determine whether the momentum continues.

Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings. Nvidia Corp.’s earnings report on Wednesday afternoon comes at a critical time for the US stock market with investors increasingly nervous about the outlook for artificial intelligence. While most Wall Street pros are anticipating strong results from the chipmaker amid ballooning spending on computing infrastructure, there is less certainty about how its shares — and others — will respond at a time when fears about AI disruption and the staying power of heavy investments are dominating the tape. “Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. (Source: Bloomberg)