Analysts

Stocks Making Significant Moves Midday: Micron Technology, IBM, Carnival, and More

06/23/2026, 10:37 AM business review Micron SpaceX AMC Entertainment Holdings Exxon Mobil Avis Budget Group Carnival Corporation IBM Accenture

Midday trading saw significant movements in several tech and consumer companies, with Micron Technology leading a selloff in the sector, while Accenture and IBM showed resilience amid broader market declines.

Analysts Wolfe Research downgraded Home Depot (HD) to Hold amid housing market concerns

06/23/2026, 09:39 AM business rating_drop Analysts: analysts, Wolfe Research retail Home Depot

The CNBC Investing Club highlighted recent market movements and stock downgrades, emphasizing the potential for strategic buying opportunities amid volatility, particularly in the technology and retail sectors.

Analysts JPMorgan upgrade IBM (IBM) to Overweight, citing software acceleration

06/23/2026, 05:38 AM investing rating_growth Analysts: analysts, JPMorgan IBM

Recent analyst upgrades and downgrades highlight significant shifts in market sentiment towards various companies, indicating potential investment opportunities and risks for investors.

Analysts Evercore ISI downgraded Nike (NKE) to in-line and lowered price target to $46, citing limited upside

06/23/2026, 05:38 AM investing rating_drop Analysts: analysts, Evercore ISI Nike

Nike's efforts to improve its share price through a turnaround strategy face significant challenges, leading Evercore ISI to downgrade the stock and lower its price target, indicating limited near-term upside for investors.

Analysts Morgan Stanley upgraded CDW (CDW) to Overweight and raised target price to $170, expecting 38% upside

06/23/2026, 04:36 AM investing rating_growth Analysts: analysts, Morgan Stanley software CDW Corporation

Morgan Stanley has upgraded CDW's stock to overweight, indicating a potential buying opportunity for investors as the company is expected to outperform its peers in the enterprise server market.

Analysts JPMorgan upgraded IBM (IBM) to Overweight and raised target price to $291, citing underappreciated software business growth

06/23/2026, 04:36 AM investing rating_growth Analysts: analysts, JPMorgan software IBM

JPMorgan has upgraded IBM to overweight, highlighting the significant potential of its software business, which is increasingly driving revenue and profitability. The bank raised its price target for IBM shares, indicating a projected upside for investors.

PwC Reports Global M&A Deal Value Expected to Reach $4 Trillion by 2026, Driven by AI Demand

06/22/2026, 10:36 PM forecast Analysts: PwC finance ai

The global mergers and acquisitions market is projected to hit $4 trillion by 2026, driven by significant megadeals largely influenced by the rising demand for artificial intelligence, according to a PwC report. This trend indicates a robust recovery in deal-making activity since 2021, although challenges remain for mid-market transactions.

China’s 618 Shopping Festival Sees Sharp Decline in Growth Amid Ongoing Consumer Spending Weakness

06/22/2026, 09:06 PM business review consumer ai Alibaba

China's consumer spending continues to weaken, as evidenced by a significant slowdown in growth during the recent 618 shopping festival, raising concerns about the overall health of the economy.

Analysts see buying opportunity in Magnificent 7 stocks amid recent pullback, says Fundstrat’s Mark Newton

06/22/2026, 09:06 PM review Analysts: analysts ai tech Meta Platforms Amazon Microsoft Nvidia Alphabet

The recent decline in the Magnificent 7 stocks may present a buying opportunity for investors, as bullish trends in U.S. equities suggest potential recovery ahead.

Goldman Sachs Identifies Bond Puts as Effective Hedges Against Potential Rate Shock

06/22/2026, 09:06 PM research finance Goldman Sachs

Goldman Sachs has highlighted bond puts as a key strategy for investors to hedge against potential interest rate increases amid rising uncertainty over the Federal Reserve's policy direction under Chairman Kevin Warsh. This insight is particularly relevant as markets adjust to the implications of recent Fed communications.