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Analysts Truist downgraded Nike (NKE) and Dick’s Sporting Goods (DKS) to Hold amid weakening footwear market

08/26/2026, 04:36 AM investing rating_drop Analysts: analysts, Truist retail Dick's Sporting Goods Nike

Truist Securities has downgraded Nike and Dick's Sporting Goods due to a weakening footwear market, indicating potential challenges for both companies in the near term.

Analysts UBS upgraded SolarEdge Technologies (SEDG) to Buy and raised target price to $42 (upside +41%) following U.S. policy change

08/26/2026, 03:35 AM investing rating_growth Analysts: analysts, UBS energy SolarEdge Technologies

UBS has upgraded SolarEdge Technologies to a buy rating, citing a recent U.S. policy change that is expected to significantly benefit the company by creating a supply-constrained market for solar inverters.

'Big Short' Investor Danny Moses Highlights 10-Year Yield and Nvidia as Key Market Assets

08/25/2026, 04:37 PM investing forecast finance software Nvidia

Danny Moses, founder of Moses Ventures and known for his role in 'The Big Short,' identifies the 10-year Treasury bond and Nvidia as the two critical assets currently influencing financial markets. His insights come as investors await Nvidia's earnings report and grapple with rising government debt concerns.

Analysts expect Marvell Technology (MRVL) earnings to provide crucial support for the AI sector

08/25/2026, 03:37 PM investing forecast Analysts: analysts ai semiconductors Marvell Technology

Marvell Technology's upcoming earnings report is anticipated to significantly influence the artificial intelligence sector, potentially revitalizing investor interest in semiconductor stocks tied to data center expansions.

Analysts expect Nvidia (NVDA) to report strong earnings amid heightened expectations

08/25/2026, 01:37 PM investing forecast Analysts: analysts ai software Nvidia

Nvidia's strong profit history has raised Wall Street's expectations, making it increasingly difficult for the company to deliver earnings that positively impact its stock price. Analysts are closely watching Nvidia's upcoming earnings report for signs of growth and shareholder returns amid the AI boom.

Analysts Bank of America expect PHLX Semiconductor Index (SOX) to decline by up to 10% amid market headwinds

08/25/2026, 10:39 AM investing forecast Analysts: analysts, Bank of America semiconductors Micron Marvell Technology Nvidia

Bank of America analyst Vivek Arya warns that semiconductor stocks could decline by up to 10%, potentially reversing recent gains and impacting valuations in the sector. This forecast highlights significant risks amid rising interest rates and market saturation.

Analysis of Stocks Correlated with Nvidia’s Earnings Report

08/25/2026, 09:38 AM investing review semiconductors ai Onto Innovation Micron Advanced Micro Devices Marvell Technology Nvidia Vertiv McDonald's Pfizer

Nvidia's upcoming earnings report is expected to significantly influence the stock market, particularly within the semiconductor sector, as historical data shows strong correlations with various companies' stock movements.

Analysts Morgan Stanley upgraded Dynatrace (DT) to Overweight and raised target price to $65, expecting nearly 33% upside

08/25/2026, 07:36 AM investing rating_growth Analysts: analysts, Morgan Stanley software

Morgan Stanley has upgraded Dynatrace to overweight, predicting significant growth in the observability market, which is expected to experience its strongest demand since 2022. This upgrade reflects a positive outlook for the company's stock, with a new price target suggesting substantial upside potential.

Analysts Wolfe Research raised Netflix (NFLX) target price to $95, expecting nearly 19% upside as viewer engagement improves

08/25/2026, 05:36 AM investing rating_growth Analysts: analysts, Wolfe Research media Netflix

Wolfe Research has upgraded Netflix's stock rating to outperform and raised its price target to $95, indicating a potential 19% upside, as they anticipate improved viewer engagement and stronger content releases in the upcoming quarters.

Concerns Over U.S. Budget Deficit Revive Debasement Trade, Boosting Gold and Bitcoin

08/25/2026, 04:37 AM investing review finance crypto Deutsche Bank

The resurgence of the debasement trade on Wall Street highlights growing investor concerns about the U.S. budget deficit and the weakening dollar, driving interest in hard assets like gold and cryptocurrencies.