Meta materials and tesla11/23/2023 "We maintain ORCL as our value pick in large cap software." Canaccord initiates Kenvue as buy Canaccord said in its initiation of the consumer wellness company and Johnson & Johnson spinoff that it's "well positioned to capitalize on the growing demand for self-care." " KVUE is a global consumer health and wellness company known for Tylenol, Neutrogena, Johnson's, and Band-Aid, along with a few dozen other consumer-health-focused brands. ![]() " Micron remains our top pick as it appears DRAM pricing is turning around in 3Q23 and we are launching a positive catalyst watch and raising our price target." Jefferies reiterates Oracle as a top pick Jefferies said it's bullish heading into Oracle earnings next week. "While the iPhone event has historically been a 'sell-the-news' event, we continue to see upside to Consensus and buyside expectations as FY24 tailwinds outweigh the headwinds." Citi opens a positive catalyst watch on Micron Citi raised its price target on the stock to $85 per share from $75 and said Micron remains a top pick. Morgan Stanley reiterates Apple as overweight Morgan Stanley said it's standing by its overweight rating on the stock heading into Apple's iPhone event next week. Wells Fargo upgrades McDonald's to overweight from equal weight Wells Fargo said McDonald's is "best positioned to weather the storm." "Shares have pulled back, and we see an opportunity to own a best in class operator, with clear comp/margin upside and looming NT catalysts from the ongoing Best Burger roll out, unit growth acceleration (in FY24+) and Dec Analyst Day." Read more about this call here. HSBC initiates Goldman Sachs and Morgan Stanley as buy HSBC initiated several banks and said it sees "high-single-digit to low double- digit revenue growth in 2024." " Goldman Sachs and Morgan Stanley appear best positioned to benefit from a recovery in investment banking (IB) activity from decade-long lows, and should post high-single-digit to low double- digit revenue growth in 2024 and outsized earnings per share (EPS) growth in both 20." Read more about this call here. " VVV is a high quality operator w/ category-leading comps, accelerating unit growth and an asset-light model." Read more about this call here. Both companies should benefit from secular tailwinds from EV, healthcare, renewables and cloud growth, while consumer end markets have bottomed, in our view." Wells Fargo initiates Valvoline as overweight Wells Fargo said in its initiation of Valvoline that the stock has plenty of room to run. "We initiate on JBL and FLEX with OW ratings and $134 and $35 PTs, respectively. Here are Thursday's biggest calls on Wall Street: Barclays initiates Jabil and Flex as overweight Barclays initiated several technology manufacturers Thursday and said it sees margin expansion. Personal Loans for 670 Credit Score or Lower ![]() Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit
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