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Top Calls on Wall Street: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry and More

Here are Friday’s biggest calls on Wall Street:Bank of America reiterates DraftKings as buyThe firm said it is sticking with shares of DraftKings following earnings on Thursday.“We rate DKNG a Buy giv

Top Calls on Wall Street: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry and More

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·05-10
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":433361209643648,"tweetId":"433361209643648","gmtCreate":1746806853383,"gmtModify":1746806857189,"author":{"id":3577656450795325,"idStr":"3577656450795325","authorId":3577656450795325,"authorIdStr":"3577656450795325","name":"7asht7","avatar":"https://community-static.tradeup.com/news/b4b1f796cd540fc55ab75d6fcf476925","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","htmlText":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","text":"Share your opinion about this news…","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/433361209643648","repostId":1147008260,"repostType":2,"repost":{"id":"1147008260","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1746804458,"share":"https://ttm.financial/m/news/1147008260?lang=en_US&edition=fundamental","pubTime":"2025-05-09 23:27","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1147008260","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates DraftKings as buyThe firm said it is sticking with shares of DraftKings following earnings on Thursday.“We rate DKNG a Buy giv","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3736674691\" style=\"text-align: start;\">Bank of America reiterates DraftKings as buy</h2><p>The firm said it is sticking with shares of DraftKings following earnings on Thursday.</p><p>“We rate DKNG a Buy given positive underlying fundamentals, above market revenue growth profile, and inflection to positive Adj. EBITDA.”</p><h2 id=\"id_1934998590\" style=\"text-align: start;\">Goldman Sachs upgrades Lyft to buy from neutral</h2><p>Goldman Sachs said shares of the ride-sharing company are undervalued.</p><p>“While short-term debates will likely stay rooted in industry trends around rideshare pricing, market share fluctuations, positioning against the AV [autonomous vehicle] theme and/or any changes in consumer discretionary behavior, we believe that shares are dislocated from LYFT’s earnings power in the next 2-3 years and upgrade the stock to Buy.”</p><h2 id=\"id_535064931\" style=\"text-align: start;\">Susquehanna upgrades Affirm to positive from neutral</h2><p>Susquehanna upgraded the fintech payment company following earnings on Thursday.</p><p>“Key themes from the quarter include: the viral adoption of the Affirm Card (up 115% Y/Y) to reach 2 mln card holders; the popularity of its 0% APR product (up 44% Y/Y); and several forward flow deals, which drove a 89% increase in gain-on-sale revenue. Management raised guidance for the full year.”</p><h2 id=\"id_2603301358\" style=\"text-align: start;\">Bernstein reiterates Coinbase as outperform</h2><p>Bernstein said it is sticking with the crypto company following earnings on Thursday.</p><p>“We expect the crypto market bull cycle to remain strong and expect at least one blockbuster quarter (similar to Q4 last year) driven by breakout in crypto prices. We like COIN as a clear market leader in crypto financial services, gaining from the regulatory tailwinds, with U.S onshore TAM expansion relative to offshore crypto markets.”</p><h2 id=\"id_1560553395\" style=\"text-align: start;\">Bank of America reiterates Pinterest as buy</h2><p>Bank of America said it is standing by the social media company following earnings on Thursday.</p><p>“We remain positive on Pinterest given positive usage trends and still early-stage Al benefits across the platform.”</p><h2 id=\"id_1372012847\" style=\"text-align: start;\">UBS reiterates Boeing as buy</h2><p>UBS raised its price target on the stock to $226 per share from $207.</p><p>“While the tariff risk appears to be receding (for now) post the UK deal (which leaves 10% tariffs in place), we calculate the impact to Boeing’s free cash flow based on an estimate of supply chain exposure by country - enabling a tariff sensitivity by country. We calculate a 2026 FCF impact of $453mn at full reciprocals and $275mn at current levels.”</p><h2 id=\"id_3744850855\" style=\"text-align: start;\">Piper Sandler downgrades Expedia to underweight from neutral</h2><p>The firm downgraded the online travel website following earnings, citing slowing inbound travel.</p><p>“EXPE 1Q results were mixed with Bookings &amp; Revenues missing expectations by 1%, offset by better EBITDA.”</p><h2 id=\"id_425891631\" style=\"text-align: start;\">Wells Fargo downgrades International Paper to equal weight from overweight</h2><p>Wells Fargo said in its downgrade of the paper company that pricing is turning negative.</p><p>“We are d/g shares of IP to UW from EW and reducing our PT to $40 from $45. We believe IP’s ’25 guidance is unreachable in an environment where both corroguated vols and pricing turn negative, with shares still pricing in its achievement.”</p><h2 id=\"id_370974112\" style=\"text-align: start;\">Morgan Stanley initiates Himax Technologies as overweight</h2><p>Morgan Stanley said the semiconductor company has “top-line growth and margin expansion.”</p><p>“We expect Himax to expand its non-driver IC [integrated circuits] businesses by tapping the cloud AI and edge AI (AI glasses and PC) markets, which bodes well for top-line growth and margin expansion.”</p><h2 id=\"id_2670734111\" style=\"text-align: start;\">Morgan Stanley upgrades Haleon to overweight from equal weight</h2><p>Morgan Stanley said the British consumer health-care company is defensive.</p><p>“We appreciate Haleon’s market-leading exposure in defensive categories.”</p><h2 id=\"id_472028970\" style=\"text-align: start;\">Morgan Stanley upgrades Tapestry to overweight from equal weight</h2><p>Morgan Stanley said it sees “tariff resilience” for the owner of brands such as Kate Spade.</p><p>“We upgrade TPR to Overweight, as 1) select drivers of our previously Equal-weight view have evolved positively, 2) we view positive NTM [next twelve months] EPS revisions as likely – which should enable further valuation re-rating…”</p><h2 id=\"id_705695057\" style=\"text-align: start;\">Citi downgrades Wolfspeed to sell from neutral</h2><p>Citi said it sees too many negative catalysts for the radio frequency semis company.</p><p>“Wolfspeed reported Mar-Q results with rev/EPS in-line/better than Street. However, the company did not provide guidance for Jun-Q and did not take questions during the earnings call or hosted callbacks.”</p><h2 id=\"id_3420934138\" style=\"text-align: start;\">Bank of America upgrades Microchip to neutral from underperform</h2><p>Bank of America said it is getting more constructive on the stock after the return of its prior CEO.</p><p>“The return of well-regarded prior CEO Steve Sanghi has greatly enhanced the level of restructuring urgency and customer/product focus at Microchip (MCHP), helped by recovery in key industrial (aerospace/defense) markets.”</p><h2 id=\"id_347848170\" style=\"text-align: start;\">UBS reiterates Nvidia as buy</h2><p>UBS said it is standing by the stock after the Taiwan Ministry of Finance released April export data. The firm added that it is cautious on the results of the export data despite April being another “strong month.”</p><p>“Although unclear to what extent this reflects tariff pull-ins rather than underlying strength, we express caution on the positive read-through for NVDA as the data has not been predictive over the past several Qs and continues to decouple by as much as mid-teens in either direction in recent years.”</p><h2 id=\"id_463111561\" style=\"text-align: start;\">Wedbush reiterates Amazon, Alphabet and Microsoft as outperform</h2><p>Wedbush said Amazon, Alphabet and Microsoft remain well positioned.</p><p>“The stalwart cloud/hyper scale players have been another instrumental part of this first key phase of the AI Revolution being led by Microsoft and now also seeing Google (GCP) and Amazon (AWS) finding major cloud and AI momentum.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-05-09 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3736674691\" style=\"text-align: start;\">Bank of America reiterates DraftKings as buy</h2><p>The firm said it is sticking with shares of DraftKings following earnings on Thursday.</p><p>“We rate DKNG a Buy given positive underlying fundamentals, above market revenue growth profile, and inflection to positive Adj. EBITDA.”</p><h2 id=\"id_1934998590\" style=\"text-align: start;\">Goldman Sachs upgrades Lyft to buy from neutral</h2><p>Goldman Sachs said shares of the ride-sharing company are undervalued.</p><p>“While short-term debates will likely stay rooted in industry trends around rideshare pricing, market share fluctuations, positioning against the AV [autonomous vehicle] theme and/or any changes in consumer discretionary behavior, we believe that shares are dislocated from LYFT’s earnings power in the next 2-3 years and upgrade the stock to Buy.”</p><h2 id=\"id_535064931\" style=\"text-align: start;\">Susquehanna upgrades Affirm to positive from neutral</h2><p>Susquehanna upgraded the fintech payment company following earnings on Thursday.</p><p>“Key themes from the quarter include: the viral adoption of the Affirm Card (up 115% Y/Y) to reach 2 mln card holders; the popularity of its 0% APR product (up 44% Y/Y); and several forward flow deals, which drove a 89% increase in gain-on-sale revenue. Management raised guidance for the full year.”</p><h2 id=\"id_2603301358\" style=\"text-align: start;\">Bernstein reiterates Coinbase as outperform</h2><p>Bernstein said it is sticking with the crypto company following earnings on Thursday.</p><p>“We expect the crypto market bull cycle to remain strong and expect at least one blockbuster quarter (similar to Q4 last year) driven by breakout in crypto prices. We like COIN as a clear market leader in crypto financial services, gaining from the regulatory tailwinds, with U.S onshore TAM expansion relative to offshore crypto markets.”</p><h2 id=\"id_1560553395\" style=\"text-align: start;\">Bank of America reiterates Pinterest as buy</h2><p>Bank of America said it is standing by the social media company following earnings on Thursday.</p><p>“We remain positive on Pinterest given positive usage trends and still early-stage Al benefits across the platform.”</p><h2 id=\"id_1372012847\" style=\"text-align: start;\">UBS reiterates Boeing as buy</h2><p>UBS raised its price target on the stock to $226 per share from $207.</p><p>“While the tariff risk appears to be receding (for now) post the UK deal (which leaves 10% tariffs in place), we calculate the impact to Boeing’s free cash flow based on an estimate of supply chain exposure by country - enabling a tariff sensitivity by country. We calculate a 2026 FCF impact of $453mn at full reciprocals and $275mn at current levels.”</p><h2 id=\"id_3744850855\" style=\"text-align: start;\">Piper Sandler downgrades Expedia to underweight from neutral</h2><p>The firm downgraded the online travel website following earnings, citing slowing inbound travel.</p><p>“EXPE 1Q results were mixed with Bookings &amp; Revenues missing expectations by 1%, offset by better EBITDA.”</p><h2 id=\"id_425891631\" style=\"text-align: start;\">Wells Fargo downgrades International Paper to equal weight from overweight</h2><p>Wells Fargo said in its downgrade of the paper company that pricing is turning negative.</p><p>“We are d/g shares of IP to UW from EW and reducing our PT to $40 from $45. We believe IP’s ’25 guidance is unreachable in an environment where both corroguated vols and pricing turn negative, with shares still pricing in its achievement.”</p><h2 id=\"id_370974112\" style=\"text-align: start;\">Morgan Stanley initiates Himax Technologies as overweight</h2><p>Morgan Stanley said the semiconductor company has “top-line growth and margin expansion.”</p><p>“We expect Himax to expand its non-driver IC [integrated circuits] businesses by tapping the cloud AI and edge AI (AI glasses and PC) markets, which bodes well for top-line growth and margin expansion.”</p><h2 id=\"id_2670734111\" style=\"text-align: start;\">Morgan Stanley upgrades Haleon to overweight from equal weight</h2><p>Morgan Stanley said the British consumer health-care company is defensive.</p><p>“We appreciate Haleon’s market-leading exposure in defensive categories.”</p><h2 id=\"id_472028970\" style=\"text-align: start;\">Morgan Stanley upgrades Tapestry to overweight from equal weight</h2><p>Morgan Stanley said it sees “tariff resilience” for the owner of brands such as Kate Spade.</p><p>“We upgrade TPR to Overweight, as 1) select drivers of our previously Equal-weight view have evolved positively, 2) we view positive NTM [next twelve months] EPS revisions as likely – which should enable further valuation re-rating…”</p><h2 id=\"id_705695057\" style=\"text-align: start;\">Citi downgrades Wolfspeed to sell from neutral</h2><p>Citi said it sees too many negative catalysts for the radio frequency semis company.</p><p>“Wolfspeed reported Mar-Q results with rev/EPS in-line/better than Street. However, the company did not provide guidance for Jun-Q and did not take questions during the earnings call or hosted callbacks.”</p><h2 id=\"id_3420934138\" style=\"text-align: start;\">Bank of America upgrades Microchip to neutral from underperform</h2><p>Bank of America said it is getting more constructive on the stock after the return of its prior CEO.</p><p>“The return of well-regarded prior CEO Steve Sanghi has greatly enhanced the level of restructuring urgency and customer/product focus at Microchip (MCHP), helped by recovery in key industrial (aerospace/defense) markets.”</p><h2 id=\"id_347848170\" style=\"text-align: start;\">UBS reiterates Nvidia as buy</h2><p>UBS said it is standing by the stock after the Taiwan Ministry of Finance released April export data. The firm added that it is cautious on the results of the export data despite April being another “strong month.”</p><p>“Although unclear to what extent this reflects tariff pull-ins rather than underlying strength, we express caution on the positive read-through for NVDA as the data has not been predictive over the past several Qs and continues to decouple by as much as mid-teens in either direction in recent years.”</p><h2 id=\"id_463111561\" style=\"text-align: start;\">Wedbush reiterates Amazon, Alphabet and Microsoft as outperform</h2><p>Wedbush said Amazon, Alphabet and Microsoft remain well positioned.</p><p>“The stalwart cloud/hyper scale players have been another instrumental part of this first key phase of the AI Revolution being led by Microsoft and now also seeing Google (GCP) and Amazon (AWS) finding major cloud and AI momentum.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","LYFT":"Lyft, Inc.","NVDA":"英伟达","TPR":"Tapestry Inc.","BA":"波音","AMZN":"亚马逊","MSFT":"微软","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147008260","content_text":"Here are Friday’s biggest calls on Wall Street:Bank of America reiterates DraftKings as buyThe firm said it is sticking with shares of DraftKings following earnings on Thursday.“We rate DKNG a Buy given positive underlying fundamentals, above market revenue growth profile, and inflection to positive Adj. EBITDA.”Goldman Sachs upgrades Lyft to buy from neutralGoldman Sachs said shares of the ride-sharing company are undervalued.“While short-term debates will likely stay rooted in industry trends around rideshare pricing, market share fluctuations, positioning against the AV [autonomous vehicle] theme and/or any changes in consumer discretionary behavior, we believe that shares are dislocated from LYFT’s earnings power in the next 2-3 years and upgrade the stock to Buy.”Susquehanna upgrades Affirm to positive from neutralSusquehanna upgraded the fintech payment company following earnings on Thursday.“Key themes from the quarter include: the viral adoption of the Affirm Card (up 115% Y/Y) to reach 2 mln card holders; the popularity of its 0% APR product (up 44% Y/Y); and several forward flow deals, which drove a 89% increase in gain-on-sale revenue. Management raised guidance for the full year.”Bernstein reiterates Coinbase as outperformBernstein said it is sticking with the crypto company following earnings on Thursday.“We expect the crypto market bull cycle to remain strong and expect at least one blockbuster quarter (similar to Q4 last year) driven by breakout in crypto prices. We like COIN as a clear market leader in crypto financial services, gaining from the regulatory tailwinds, with U.S onshore TAM expansion relative to offshore crypto markets.”Bank of America reiterates Pinterest as buyBank of America said it is standing by the social media company following earnings on Thursday.“We remain positive on Pinterest given positive usage trends and still early-stage Al benefits across the platform.”UBS reiterates Boeing as buyUBS raised its price target on the stock to $226 per share from $207.“While the tariff risk appears to be receding (for now) post the UK deal (which leaves 10% tariffs in place), we calculate the impact to Boeing’s free cash flow based on an estimate of supply chain exposure by country - enabling a tariff sensitivity by country. We calculate a 2026 FCF impact of $453mn at full reciprocals and $275mn at current levels.”Piper Sandler downgrades Expedia to underweight from neutralThe firm downgraded the online travel website following earnings, citing slowing inbound travel.“EXPE 1Q results were mixed with Bookings & Revenues missing expectations by 1%, offset by better EBITDA.”Wells Fargo downgrades International Paper to equal weight from overweightWells Fargo said in its downgrade of the paper company that pricing is turning negative.“We are d/g shares of IP to UW from EW and reducing our PT to $40 from $45. We believe IP’s ’25 guidance is unreachable in an environment where both corroguated vols and pricing turn negative, with shares still pricing in its achievement.”Morgan Stanley initiates Himax Technologies as overweightMorgan Stanley said the semiconductor company has “top-line growth and margin expansion.”“We expect Himax to expand its non-driver IC [integrated circuits] businesses by tapping the cloud AI and edge AI (AI glasses and PC) markets, which bodes well for top-line growth and margin expansion.”Morgan Stanley upgrades Haleon to overweight from equal weightMorgan Stanley said the British consumer health-care company is defensive.“We appreciate Haleon’s market-leading exposure in defensive categories.”Morgan Stanley upgrades Tapestry to overweight from equal weightMorgan Stanley said it sees “tariff resilience” for the owner of brands such as Kate Spade.“We upgrade TPR to Overweight, as 1) select drivers of our previously Equal-weight view have evolved positively, 2) we view positive NTM [next twelve months] EPS revisions as likely – which should enable further valuation re-rating…”Citi downgrades Wolfspeed to sell from neutralCiti said it sees too many negative catalysts for the radio frequency semis company.“Wolfspeed reported Mar-Q results with rev/EPS in-line/better than Street. However, the company did not provide guidance for Jun-Q and did not take questions during the earnings call or hosted callbacks.”Bank of America upgrades Microchip to neutral from underperformBank of America said it is getting more constructive on the stock after the return of its prior CEO.“The return of well-regarded prior CEO Steve Sanghi has greatly enhanced the level of restructuring urgency and customer/product focus at Microchip (MCHP), helped by recovery in key industrial (aerospace/defense) markets.”UBS reiterates Nvidia as buyUBS said it is standing by the stock after the Taiwan Ministry of Finance released April export data. The firm added that it is cautious on the results of the export data despite April being another “strong month.”“Although unclear to what extent this reflects tariff pull-ins rather than underlying strength, we express caution on the positive read-through for NVDA as the data has not been predictive over the past several Qs and continues to decouple by as much as mid-teens in either direction in recent years.”Wedbush reiterates Amazon, Alphabet and Microsoft as outperformWedbush said Amazon, Alphabet and Microsoft remain well positioned.“The stalwart cloud/hyper scale players have been another instrumental part of this first key phase of the AI Revolution being led by Microsoft and now also seeing Google (GCP) and Amazon (AWS) finding major cloud and AI momentum.","news_type":1,"symbols_score_info":{"AMZN":1.1,"LYFT":1.1,"TPR":1.1,"AFRM":1.1,"MSFT":1.1,"NVDA":1.1,"BA":1.1,"COIN":1.1}},"isVote":1,"tweetType":1,"viewCount":1197,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":433321079927000,"commentId":"433321079927000","gmtCreate":1746817011240,"gmtModify":1746825299535,"authorId":4144517511230262,"author":{"id":4144517511230262,"idStr":"4144517511230262","authorId":4144517511230262,"name":"mszeus131","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":433361209643648,"objectIdStr":"433361209643648","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>buy</u>","text":"<u>buy</u>","html":"<u>buy</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}