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Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are the biggest calls on Wall Street on Thursday.

CNBC Markets 2026年11月12日 12:58 UTC

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AMD

How much Jensen Huang is worth to Nvidia’s stock

Analysts say that shares could drop by 20% or more if Huang leaves the company.

CNBC Markets 2026年11月12日 01:34 UTC

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Thursday's big stock stories: What’s likely to move the market in the next trading session

CoreWeave shares soared on the back of its earnings report, reviving the tech trade and lifting the Nasdaq Composite on Wednesday.

CNBC Markets 2026年11月12日 01:14 UTC

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Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley

Morgan Stanley sees a more attractive entry point in high-quality hyperscaler bonds as investors remain wary of the debt funding the AI build-out.

CNBC Markets 2026年11月11日 19:59 UTC

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Four tech investing themes to consider beyond Nvidia

While Nvidia becomes a battleground, other areas of tech could power ahead. The case for cybersecurity, hyperscalers, robotics and quantum computing.

CNBC Markets 2026年11月11日 19:16 UTC

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Rayonier jumped after earnings. Why we still see upside for the timber REIT

Rayonier is closing its valuation gap through a mix of strong real estate performance, stock buybacks, and better-than-expected timber and lumber performance.

CNBC Markets 2026年11月11日 17:09 UTC

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Winter is approaching, and this ski resort stock has found a bottom. How to trade it

A nice ramp is forming in this stock, says Jay Woods of Freedom Capital Markets.

CNBC Markets 2026年11月11日 16:00 UTC

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JPMorgan upgrades this aerospace stock after earnings beat

The bank upgraded the aerospace and defense company to overweight from neutral.

CNBC Markets 2026年11月11日 15:30 UTC

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Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne & more

Here are Wednesday's biggest calls on Wall Street.

CNBC Markets 2026年11月11日 13:24 UTC

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Baird downgrades Nvidia on CEO Huang worries, AI uncertainty

The investment bank moved its rating on the stock to neutral, and slashed its price target.

CNBC Markets 2026年11月11日 12:25 UTC

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CoreWeave's earnings signal a turnaround for the stock, but analysts say it will take time

The stock was up in premarket trading Wednesday following the report, which analysts said may alleviate investors' worst fears about the company.

CNBC Markets 2026年11月11日 12:03 UTC

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Wednesday's big stock stories: What’s likely to move the market in the next trading session

Stocks dropped Tuesday as Nvidia fell again and hot inflation revived traders' rate-hike fears. Tune in to CNBC Wednesday for CoreWeave CEO Michael Intrator.

CNBC Markets 2026年11月11日 00:18 UTC

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It's time to buy the dip on this key aerospace supplier. Why the shares can rebound

The Pittsburgh-based company makes some of the most critical components in jet engines and power turbines.

CNBC Markets 2026年11月10日 20:26 UTC

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Small caps have lagged large stocks in the past decade. Why Baron Capital sees a turnaround

The small-cap index Russell 2000 is up 13% in 2026, ahead of the S&P 500's nearly 10% advance in that time.

CNBC Markets 2026年11月10日 19:23 UTC

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CAP

Tokenization: The next evolution of the stock market

Tokenization is beginning to change how investors can access, transfer and use stocks without replacing the market infrastructure beneath them.

CNBC Markets 2026年11月10日 18:28 UTC

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Gold has been in a bear market since January. Katie Stockton sees a comeback ahead

GLD has stabilized above support defined by previous lows near $360, said the founding partner of Fairlead Strategies.

CNBC Markets 2026年11月10日 16:01 UTC

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GLD

CoreWeave earnings put debt-fueled AI build-out under scrutiny

CoreWeave’s earnings after the bell could calm fears about its debt-fueled AI buildout — or stoke more fear.

CNBC Markets 2026年11月10日 15:01 UTC

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Here are Tuesday's biggest analyst calls: Nvidia, SpaceX, American Airlines, Ralph Lauren, MongoDB & more

Here are Tuesday's biggest calls on Wall Street.

CNBC Markets 2026年11月10日 13:18 UTC

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This airline stock could soar despite higher fuel costs, Rothschild says

American Airlines Group is likely to see its shares rise due to higher fares and investment in key travel hubs, according to Rothschild & Co. Redburn.

CNBC Markets 2026年11月10日 13:17 UTC

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Buy this data center-linked stock primed to rally nearly 60%, says Jefferies

Riot Platforms should continue to rally as it benefits from its new powered land lease, according to Jefferies.

CNBC Markets 2026年11月10日 12:03 UTC

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Tuesday's big stock stories: What’s likely to move the market in the next trading session

Tech shares bounced to start the week, lifting the Nasdaq Composite to a 2.7% gain on the day. The three major averages rose even as Nvidia sat out the rally.

CNBC Markets 2026年11月10日 00:44 UTC

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Tokenization platform Securitize gains 10% postmarket on Q3 results, move into asset-backed finance

Securitize saw growth in tokenization last quarter and announced its expansion into asset-backed finance through the acquisition of River One.

CNBC Markets 2026年11月9日 21:24 UTC

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The wait is almost over for this blockbuster video game. I see 35% upside in the stock

Grand Theft Auto VI is almost here, and investor Paul Meeks says Wall Street is underestimating just how big it could be for Take-Two Interactive.

CNBC Markets 2026年11月9日 20:07 UTC

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JST

Millions of dollars poured into prediction markets on election night, trading on Democratic control of Congress and Texas governor's race

Election night showed how traders reacted in real time to midterm results, as trading activity surged and market prices shifted to Democrats on Nov. 3.

CNBC Markets 2026年11月9日 18:15 UTC

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