A person carrying a U.S. flag walks outside the U.S. Supreme Court, as its justices are set to hear oral arguments on U.S. President Donald Trump's bid to preserve sweeping tariffs after lower courts ruled that Trump overstepped his authority, in Washington, D.C., U.S., November 5, 2025.The Supreme Court on Friday struck down a huge chunk of President Donald Trump's far-reaching tariff agenda.The law that undergirds those import duties "does not authorize the President to impose tariffs," the majority ruled ...

Core Viewpoint - Advanced Micro Devices Inc. (NASDAQ:AMD) has experienced significant stock price fluctuations, with an 83% increase over the past year but a 7% decline year-to-date, indicating volatility in investor sentiment and market conditions [2]. Company Performance - AMD designs and sells chips for various applications, including gaming, personal computing, and AI [2]. - The company's shares dropped by 17% following its fourth-quarter earnings report, despite strong revenue and guidance [2]. - Goldman Sachs maintains a Neutral rating with a $210 price target, while UBS has lowered its target from $330 to $310 but retains a Buy rating, citing uncertainty due to a $1 billion cut in gaming [2]. Analyst Commentary - Jim Cramer expressed that AMD's stock was down excessively and suggested that the company's leadership is positioned to exceed expectations by the end of the year [3]. - There is a belief that while AMD has potential, other AI stocks may offer better returns with lower risk [3].

Core Viewpoint - Stellantis N.V. (NYSE:STLA) has experienced significant stock declines, with a 44% drop over the past year and a 32% decline year-to-date, raising concerns about its financial health and future prospects [1]. Group 1: Stock Performance and Analyst Ratings - Stellantis N.V. shares have decreased by 44% over the past year and 32% year-to-date [1]. - HSBC raised the price target for Stellantis N.V. to EUR 10 from EUR 8.5 while maintaining a Hold rating, suggesting potential benefits from predictability in the automotive sector by 2026 [1]. - Morgan Stanley downgraded Stellantis N.V. from Overweight to Equal Weight, increasing the price target to EUR 9.20 from EUR 8.50, citing concerns over investments and product pipelines negatively impacting margins and financial indicators [1]. Group 2: Financial Challenges - Stellantis N.V. announced a $26.5 billion writedown related to its electric vehicle business, leading to a 20% drop in stock value earlier this month [1]. - Despite concerns about financial stability, Jim Cramer expressed confidence that Stellantis N.V. has sufficient funds to execute its plans [2].

Core Viewpoint - Deere & Company (NYSE:DE) has shown significant stock performance with a 28% increase over the past year and a 31% increase year-to-date, despite a challenging financial outlook [1]. Financial Performance - In the fiscal first quarter, Deere reported a profit of $869 million, reflecting a 50% decrease compared to the previous year [1]. - The company also reported $8.5 billion in net income and revenue, indicating a 30% annual decline [1]. - Previous financial struggles were noted, particularly in the fourth quarter, where tariff pressures were expected to continue affecting margins [1]. Analyst Ratings and Price Targets - Jefferies raised Deere's share price target to $475 from $440 while maintaining a Hold rating, emphasizing the firm's growth strategy reliant on services [1]. - BMO Capital maintained a Market Perform rating with a price target of $460, praising the company's growth targets [1]. Market Sentiment - Jim Cramer expressed a positive sentiment regarding Deere's quarter, indicating confidence in the company's performance despite the financial challenges [2][4].

Core Viewpoint - Honeywell International Inc. (NASDAQ:HON) is experiencing positive stock performance, with an increase of 11.7% over the past year and 19.4% year-to-date, driven by favorable analyst ratings and strategic business decisions [2]. Analyst Ratings - JPMorgan raised Honeywell's share price target to $255 from $218 and upgraded the rating to Overweight from Neutral, citing a higher perceived combined business value [2]. - RBC Capital maintained an Overweight rating and increased the share price target to $268 from $249, reflecting confidence in the company's growth potential [2]. Business Developments - Honeywell is planning a spinoff of its quantum computing business, which has garnered attention from analysts and investors [2]. - The aerospace unit spinoff is expected to occur earlier than initially anticipated, likely in the early second half of the year [3]. Investment Perspective - While Honeywell is viewed as a promising investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk [3].

Company Overview - Booz Allen Hamilton Holding Corporation (NYSE:BAH) is one of the largest consulting firms globally [2] - The company's shares have decreased by 31% over the past year but have increased by 4% year-to-date [2] Recent Developments - The firm faced a setback when the Treasury Department terminated contracts due to a tax data leak, impacting approximately $4.8 million in annual revenue [2] - Despite this, Booz Allen Hamilton's total annual revenue stands at $11.41 billion, indicating that the lost contracts represent a small fraction of its overall income [2] Analyst Ratings and Price Targets - Truist maintained a Hold rating on Booz Allen Hamilton with a price target of $98 [2] - DA Davidson raised its price target for the stock from $73 to $81 while keeping a Neutral rating, citing increased earnings estimates for 2026 and 2027, now projected at $6.10 and $6.75 respectively [2] Market Commentary - Jim Cramer mentioned Booz Allen Hamilton positively after the firm reported earnings, noting a significant increase in stock price due to market factors [2] - There is a belief that while Booz Allen Hamilton has potential, some AI stocks may offer better returns with lower risk [3]

We recently published 10 Big Names Leaving Wall Street Behind; 7 Are Hitting Record Highs. Intel Corp. (NASDAQ:INTC) was one of the worst performers on Wednesday. Intel Corp. rallied to a new 52-week high on Wednesday, as investors loaded portfolios ahead of the results of its earnings performance for the full year and fourth quarter periods of 2025. At intra-day trading, the stock jumped to its highest price of $54.41, up 12 percent, before trimming gains to end the session just up by 11.74 percent at $ ...

Core Viewpoint - Pfizer Inc. (NYSE:PFE) is facing challenges with its stock performance, as shares are down 4.7% over the past year and flat year-to-date, with significant revenue at risk due to upcoming patent expirations [2] Group 1: Stock Performance and Analyst Ratings - Pfizer's shares have decreased by 4.7% over the past year and have remained flat year-to-date [2] - UBS initiated coverage with a Neutral rating and a $25 price target, citing $15 billion to $20 billion in revenue tied to drugs losing patent protection in the next three years [2] - BMO maintained an Outperform rating with a $30 price target, highlighting concerns over a potential 23% annual sales dip in Pfizer's coronavirus business, projecting sales to fall to $5 billion [2] Group 2: Drug Pipeline and Market Position - Pfizer is focusing on its drug pipeline, reporting positive data for its PADCEV drug for bladder cancer in combination with Merck's Keytruda [2] - Jim Cramer discussed Pfizer in the context of Health Secretary RFK Jr., indicating that the vaccine business is under scrutiny and suggesting that Pfizer's leadership may not be prepared for public challenges [2][3]

Group 1 - Retail stocks are identified as potential winners if levies are reduced or eliminated [1] - There has been a notable increase in retail stock prices in anticipation of these changes [1]

Markets are bracing for a potentially market-moving U.S. Supreme Court ruling this Friday on the legality of President Donald Trump’s sweeping tariffs. With traders warning of chaos and prediction markets heavily skewed toward a loss for Trump, Tom Lee, the veteran Wall Street strategist behind Fundstrat, is floating the opposite idea. Related: Billionaire investor says there’s no real exit from money printing Trump tariffs and Supreme Court decision The legal battle centers on tariffs imposed by Trump ...