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US stocks bounced back today after last week’s pullback in AI stocks. The S&P 500 inched up 0.2%... the Nasdaq gained 0.5%... and the Dow fell 0.2%. Here’s today’s biggest calls on Wall Street.
The bank said the chip-equipment maker looks set to lead the sector: “Despite the impressive move in shares YTD (+77%) and even in the last 3 months (+31%), we believe LRCX is well positioned to outperform peers over the next twelve months given these cyclical and secular tailwinds.”
The firm said iPhone 17 demand is still strong: “Our tracking of iPhone ship dates on Apple’s own website, and various carrier websites, indicates that as of Sep 29th, ship time for the iPhone 17 (19 days) is more extended vs last year’s iPhone 16.”
“We are downgrading WFC and USB to Equal-weight from Overweight, driven by valuation and our below-consensus NII [net interest income] estimates.”
“We believe that investor sentiment is mixed. Bulls see DIS as a high-quality earnings compounder with DD% EPS growth over the medium term underpinned by DTC subscriber growth and operating leverage, the benefits from at least 3 new cruise ships, and the return to Sports EBIT growth following a strong start to the launch of ESPN Unlimited.”
“On 10/1 APP will launch its self-serve tool for non-gaming. This is a key catalyst to grow its ad business and prove that it can tap into billions of ad dollars outside the game industry.”
“We raise our cloud growth estimates to 32% for F26 and 40% for F27, driven by increased capex, model upgrades, strategic partnerships and accelerated international expansion.”
“INTC has had a busy month in the news, with multiple equity raises (USG, NVDA, etc.), collaborations (NVDA), divestitures (Altera), and macro-related impacts (tariffs and trade restrictions) all acting as event-driven catalysts for the stock.”
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