"While there is a lot of talk about asset bubbles, it is hard to see one in the broad equity market," JPMorgan said.

Biden's bill, analysts at Morgan Stanley said, will exacerbate Tesla's advantage over legacy players and new entrants altogether.

JPMorgan analysts said they are "puzzled" why Credit Suisse and Nomura were unable to unwind all their positions, adding that risk management is likely an issue.

Morgan Stanley listed five factors that could provide a strong tailwind for the banking sector this year.

In a note published on Wednesday, Bank of America said apparel spending will take off thanks in large part to millennial and Gen Z buyers.

"Tesla has the potential to become one of the most valuable software companies," UBS said. "This is the next battleground and main driver of valuation from here, in our view."

Goldman Sachs analysts met with GE execs on Friday and walked away "encouraged" by the company's prospects, especially in terms of free cash flow.

Investors are looking at Uber and Lyft as early signs of how the economic recovery may take shape. Analysts told Insider the companies’ fates are closely tied to post-pandemic travel and consumer trends. They said Uber and Lyft became much more nimble during the pandemic, but uncertainty remains. Visit the […]

Morgan Stanley Investment Management’s Andrew Slimmon says that now is the time for investors to buy stocks – and the environment won’t be the same in a matter of months. Given the bull rally in 2020, this year could be a more challenging investment environment. “Investing simply gets tougher in […]

Netflix is set to report fourth-quarter earnings after the market closes on Tuesday. Analysts view growing competition and recent price hikes as key hurdles for the streaming giant. Detailed below is what four analysts expect when the company reports earnings and how they expect the stock to move. Watch Netflix […]

Palantir jumped as much as 6% Tuesday after it announced a partnership with PG&E to improve the safety of California’s electric grid. PG&E is set to use Palantir’s Foundry software to streamline data management and collection. This comes just a week after Citi analysts downgraded Palantir to “sell” in a […]

Risks of a stock-market correction are growing, but investors shouldn’t jump ship, Goldman Sachs said Tuesday. The bank expects tactical risks to eventually give way to a new bull market and steady gains. Investors should look through near-term volatility and buy on any correction, the bank’s strategists said. Sign up […]

Nvidia stock trimmed gains Friday after a strong showing on the back of Citigroup’s positive note on Thursday. Analyst Atif Malik’s EPS estimates are 2%-5% ahead of street estimates, which implies Nvidia could post a $US2.94 EPS figure when the company reports earnings on February 11. Nvidia now boasts 30 […]

Tesla may not be as vulnerable to Apple’s EV entry as some claim, say Morgan Stanley analysts. Apple will need to focus on vertical integration if it wants to compete in the low margin vehicle business. That doesn’t mean Tesla isn’t facing a slew of new challenges from the competition […]

Bank of America expects Google and Twitter to outperform tech peers in the first half of 2021 as online advertising bounces back. The bank’s strategists lifted their forecasts for ad spending on Wednesday. Global spending will grow 22% in 2021 to $US411 billion, while US spending will rise 23% to […]

Lyft’s third-quarter figures weren’t thrilling, but its earnings guidance and vaccine hopes stand to push the stock to pre-pandemic highs, Wedbush said Wednesday. Analyst Dan Ives lifted his price target for Lyft shares to $US48 from $US37 in a note to clients, a 33% upside from Tuesday’s close. Lyft executives […]

Peloton surged as much as 6% on Friday as massive sales growth offset concerns over supply constraints. The company beat estimates for its fiscal first-quarter earnings and revenue, with the latter more than tripling from the year-ago reading. Peloton also lifted its forecast for full-year sales above analyst expectations. The […]