A logo sits on March 6, 2025 at the Nvidia stand in the Mobile World Congress 2025 in Barcelona.
CESC Maymo | Getty pictures
My top 10 things you should see Monday, March 17th
1. Nvidia The annual GTC conference will dominate the news this week. The Nvidia share agreed for the event for AI developers. This is normal, as is a rally afterwards. The AI Chip King, which we own for the club, will probably share new details about its next generation products.
2. Finance Minister Scott Bessent said about the “Meet the Press” from NBC that he was not worried about the negative reaction of the stock markets to President Donald Trump's changing tariff policy. “Corrections are healthy,” said Bessent. He also referred to the famous quote “Voting Machine/Wieging Machine”. Standard -hackney phrases.
3. Shares are on the right track today to be lower after a strong rally for jumping at the meeting on Friday. Something that I will see in the future: Will the Megacap -tech shares in the “great seven” behave like safe ports? I examined this question in my Sunday column for Investing Club subscribers.
4. Melius research is equipped with a defense of AppleOne of these MAG -7 names after the stock fell by almost 11% last week. The analysts admitted that the delays against AI amplified Siri are disappointing, but they still see a way to get the club stock back on the right track. Melius also argued that Apple's Free Cashflow contributes to making the stocks defensive.
5. Quantum computing shares such as D-Wave And Rigetti computing are hot again. You have increased on Friday and opened up this morning. Nvidia stops a “quantum day” on Thursday, so I suspect that these speculative names run directly into it and through them.
6. Shares of Confirm It is found on the news that the Swedish FinTech provider Klarna Affirm is now replacing the later loans for numbers as an exclusive provider of purchase Walmart. This is important to both confirm and Klarna, which have just been submitted to go public. There is a difficult short position in Affirm, so I would expect a short -covered rally of tomorrow.
7. JPmorgan improved Norwegian cruise line On a buying equivalent overweight rating of neutral. The travel shares were hard hit by the latest economic concerns and the airlines that shortened the profits. However, JPM analysts said that the managers gave in a meeting with the Norwegian cruise management that they did not change the change in demand.
8. Baird improved Accounter To an outperform from neutral before winning on Thursday. The advisory company's shares were weak, partly on the basis of the State Ministry of Efficiency, which increases his efforts. About 8% of accenture income in the last financial year were tied to the US government.
9. Citigroup expected micron To publish more easily than expected guidelines when the memory chipemacher reports on Thursday, but the analysts remain with regard to the share of conviction that the prices for dram will improve. They repeated their purchase rating and their price target of $ 150 per share, which turns almost 50% upside down on Friday.
10. Redburn Atlantic began the reporting of Reddit with a sales rating and a price target of $ 75 per share. This is far below the end of Friday of $ 128 and $ 225 in February. Redburn analysts expressed concerns about the dependence on Reddit in Google to promote traffic and see estimates about “material disadvantage”.
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