International News - Trump signed an executive order on national standards for artificial intelligence, requiring AI suppliers to assess political "bias" [1] - The U.S. Senate rejected two healthcare bills, with ObamaCare subsidies potentially expiring by year-end due to partisan conflicts [1] - The EPA plans to delay the implementation of vehicle air pollution reduction regulations from the Biden era, while the Treasury aims to expand corporate R&D tax credit eligibility [1] - Major U.S. stock indices showed mixed results, with the Dow up 1.34%, while tech stocks like Nvidia, Apple, Google, and Tesla mostly declined [1] Corporate Dynamics - Broadcom's Q4 earnings exceeded expectations, with AI chip sales projected to double and net profit soaring by 97%, yet the stock price fell by 5% in after-hours trading [4] - Oracle's quarterly revenue fell short of expectations, leading to a stock price drop of over 10% and a market cap loss of $102 billion [5] - OpenAI launched the advanced model GPT-5.2, claiming improvements in general intelligence and coding, and announced a $1 billion investment from Disney [5] - Apple lost an appeal in its lawsuit against Epic Games, although a U.S. appellate court partially lifted sanctions against Apple [6] - Lululemon's CEO Calvin McDonald resigned amid a potential proxy battle initiated by the founder [7] Market Performance - The Nasdaq China Golden Dragon Index fell by 0.10%, with significant declines in several Chinese concept stocks, including a 30.82% drop for Yatsen [14] - Commodity markets showed strong performance, with spot gold surpassing $4280 per ounce and WTI crude oil dropping below $57 per barrel [14] - Bitcoin rose above $93,000, gaining 1.19% [15] Economic Outlook - Multiple international institutions raised China's economic growth forecast for 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [10][23] - The South-to-North Water Diversion Project has delivered over 84.4 billion cubic meters of water to northern cities, benefiting 195 million people [22]

The major U.S. stock indexes moved in starkly opposite directions in early trading on Thursday, with the Dow moving sharply higher and the Nasdaq showing a significant pullback.While the Nasdaq climbed well off its worst levels of the day, the tech-heavy index still closed down 60 points or 0.3 percent at 23,594.Meanwhile, the S&P 500 rose 14 points or 0.2 percent to 6,901 and the Dow jumped 646 points or 1.3 percent to a new record closing high of 48,704.01.The surge by the Dow partly reflected a sharp in ...

The Fed's interest-rate cut could help turn around a market laggard. BofA sees "a great business on sale. ...

本文源自：金融界AI电报 Visa(V.N)股价上涨4.9%，此前美国银行将其评级从"中性"上调至"买入"。 ...

Key Takeaways Visa teams up with Collinson and On-us to offer seamless access to 1,800 airport lounges.The partnership uses LoungeKey and Smart E-vouchers to deliver instant QR-code lounge entry.Rising Asia Pacific travel demand boosts Visa's push toward experience-driven card benefits.Visa Inc. (V) is sharpening its competitive edge in the Asia Pacific region with a new collaboration between Collinson International and On-us that aims to provide seamless access to over 1,800 airport lounges and travel expe ...

Cruise Stocks Surge; Bank of America Spending Data Reveals Sector Strength 2 minutes ago Cruise spend remains an outperformer in the travel sector, according to new Bank of America data. Shares of Royal Caribbean Cruises (RCL), Norwegian Cruise Line Holdings (NCL), and Carnival (CCL) were up a respective 5.5%, 5%, and 4.5% to rate among the top gainers in the S&P 500 Thursday as Bank of America's monthly credit and debit card data indicated consumers continue to spend on cruising. Monthly cruise spend in No ...

V is heading for its best day since April after an upgrade V to "buy" from "neutral"Visa Inc (NYSE:V) stock is 3.2% higher to trade at $335.98 at last glance, following an upgrade to "buy" from "neutral" at BofA Global Research. The analyst noted the company's "very attractive return potential," Stablecoin prospects, as well as "manageable" regulatory and litigation risks.The brokerage bunch already leaned bullish toward V coming into today, with 29 of the 36 firms in coverage calling it a "buy" or better. ...

Core Viewpoint - The report summarizes significant rating changes from various investment firms that are expected to impact the market. Upgraded Ratings - Jefferies upgraded Roku (ROKU) from "Hold" to "Buy," raising the target price from $100 to $135, anticipating over 20% growth in platform revenue under optimistic scenarios [5] - Piper Sandler upgraded Unity (U) from "Neutral" to "Outperform," increasing the target price from $43 to $59, citing a favorable outlook for the mobile app advertising market entering 2026 [5] - Citigroup upgraded Thermo Fisher Scientific (TMO) from "Neutral" to "Buy," raising the target price from $580 to $660, expecting benefits from increased pharmaceutical spending and local industry advantages [5] - Bank of America upgraded Synopsys (SNPS) from "Neutral" to "Buy," increasing the target price from $500 to $560, noting reduced risks in sales to China and Intel, and potential for attractive rebound [5] - Bank of America upgraded Visa (V) from "Neutral" to "Buy," setting a target price of $382, indicating attractive return potential after recent underperformance [5] Downgraded Ratings - Bank of America downgraded PayPal (PYPL) from "Buy" to "Neutral," lowering the target price from $93 to $68, citing delays in revitalizing core payment business growth [5] - Harbor Research downgraded General Electric Energy (GEV) from "Buy" to "Neutral," without providing a target price, stating current valuation is reasonable [5] - Bank of America downgraded Alcon (ALC) from "Buy" to "Underperform," reducing the target price from $100 to $75, due to limited upside and market uncertainties [5] - Deutsche Bank downgraded Norfolk Southern Railway (NSC) from "Buy" to "Hold," setting a target price of $297, attributing the downgrade to unresolved merger issues with Union Pacific Railway (UNP) [5] - Deutsche Bank downgraded Union Pacific Railway from "Buy" to "Hold," setting a target price of $245, despite strong performance over two quarters, citing poor stock performance [5] Initiated Coverage - Freedom Capital initiated coverage on Shift4 Payments (FOUR) with a "Buy" rating and a target price of $80, viewing recent pullbacks as an attractive entry point [5] - Bernstein initiated coverage on BridgeBio Pharma (BBIO) with an "Outperform" rating and a target price of $94, suggesting that short-term expectations are reasonable but long-term may be overly optimistic [5] - B. Riley initiated coverage on Chime Bank (CHYM) with a "Buy" rating and a target price of $35, indicating a 40% potential upside, highlighting its profitable and high-growth digital banking services [5] - Morgan Stanley initiated coverage on Elbit Systems (ESLT) with a "Hold" rating and a target price of $531, noting that most growth potential is already reflected in the current stock price after a 95% increase this year [5] - Goldman Sachs initiated coverage on Abercrombie & Fitch (ANF) with a "Buy" rating and a target price of $120, favoring companies with store expansion capabilities and pricing power in the apparel retail sector [5]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades:  Jefferies upgraded Roku (ROKU) to Buy from Hold with a price target of $135, up from $100. The firm sees 20%-plus platform revenue growth in an upside case for Roku. Piper Sandler upgraded Unity (U) to Overweight from Neutral with a price target of $59, up from $43. The firm says the mobile app advertising mar ...

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