Notes
SECTOR NEWS HIGHLIGHTS
TECH/MEDIA/TELECOM:
🔸 Netflix ( $NFLX): Beats Q1 earnings; strong Q2 guidance.
🔸 Nvidia ( $NVDA): Down 3% on Huawei AI chip shipment news.
🔸 Cognizant ( $CTSH)/DocuSign ( $DOCU): Expand partnership.
🔸 Disney ( $DIS): Upgraded to Outperform at Wolfe Research; $112 target.
🔸 Tempus AI ( $TEM): Initiated with Buy at BTIG; $60 target.
CONSUMER:
🔸 Amazon ( $AMZN): Downgraded at Raymond James; price target cut to $195 from $275.
🔸 QXO: Extends $124.35/share tender offer for Beacon Roofing (BECN).
🔸 Tesla ( $TSLA): Affordable car launch delayed; low-cost Model Y production to begin in U.S.
ENERGY/INDUSTRIALS/MATERIALS:
🔸 Boeing ( $BA): Returning rejected 737 Max jets from China to U.S.
🔸 Cosco Shipping: Warns U.S. tariffs on Chinese ships threaten global trade.
🔸 EU: Eases methane rules to avoid gas-related trade clash with U.S.
FINANCIALS:
🔸 Capital One ( $COF): Gets approval to acquire Discover (DFS), becoming top U.S. credit card lender.
🔸 Comerica ( $CMA): Beats Q1 estimates; EPS $1.25 vs est. $1.18.
🔸 Global Payments ( $GPN): Downgraded at Jefferies; target cut to $75.
🔸 Independent Bank ( $INDB): Misses Q1 EPS; raises dividend by 4%.
HEALTHCARE:
🔸 Pacira ( $PCRX): Approves $300M stock buyback.
🔸 Regeneron ( $REGN)/Sanofi (SNY): FDA approves Dupixent for chronic hives in patients 12+.
📢 行情回暖---TEM幸运盲盒盛大开启!🎉
iPhone、Galaxy手机、金条、比特币等你来抢!
🎁 开盲盒赢豪礼,就差你了!
- 玩3次以上,就有机会抽中 智能手机!📱
- 零手续费!充币、提币、兑换全都免费!💰
- 免费盲盒券×2,使用次数翻倍!🎟🎟
- 新用户注册,直接空投7枚 $TEM 代币!🎊
📅 活动时间:2025.03.04 – 2025.03.31
快来试试手气,大奖等你拿!🍀💎
更多详情🚪 https://t.co/YEXU7HLUon

📢 行情回暖---TEM幸运盲盒盛大开启!🎉
iPhone、Galaxy手机、金条、比特币等你来抢!
🎁 开盲盒赢豪礼,就差你了!
- 玩3次以上,就有机会抽中 智能手机!📱
- 零手续费!充币、提币、兑换全都免费!💰
- 免费盲盒券×2,使用次数翻倍!🎟🎟
- 新用户注册,直接空投7枚 $TEM 代币!🎊
📅 活动时间:2025.03.04 – 2025.03.31
快来试试手气,大奖等你拿!🍀💎
更多详情🚪 https://t.co/ivepfciTOu

#Downgrades - Feb 25, 2025
• $AB: TD Cowen Downgrades to Hold from Buy - PT $38.50 (from $38)
• $CIVI: KeyBanc Downgrades to Sector Weight from Overweight
• $FPI: Lucid Capital Downgrades to Neutral from Buy - PT $12.50 (from $13)
• $HIMS: Nephron Downgrades to Hold from Buy - PT $40
• $LILA: Barclays Downgrades to Underweight from Equalweight - PT $6.50 (from $8)
• $O: BNP Paribas Downgrades to Neutral from Outperform - PT $61
• $TEM: JPMorgan Downgrades to Neutral from Overweight - PT $55 (from $50)
Good night to everyone:
Look at this.
Nancy Pelosi and husband exercised their Nvidia, $NVDA, calls last month for millions in profit, exercing their 500 call options for Nvidia on Dec. 20 that had a strike price of $12, selling those exercised shares for +200% profit.
Today, $NVDA was down 17%.
She also bought $VST, $TEM, $GOOGL, $AMZN calls, but $VST is now below her buying.


Good morning to everyone:
Everything you need to know on The Rundown podcast by @public
TOP MARKET HEADLINES
* Trump buys time for TikTok with executive order
* FDA approves $JNJ's nasal spray for depression
* Nancy Pelosi buys $TEM call options
* $AAPL gets rare downgrade to Underperform
https://t.co/j8Xgw4tOd0
#Downgrades - Nov 11, 2024
• $AGL: JMP Securities Downgrades to Market Perform from Market Outperform
• $ALTM: Scotiabank Downgrades to Sector Perform from Sector Outperform - PT $5.85
• $ARDX: H.C. Wainwright Downgrades to Neutral from Buy - PT $5.50
• $ATMU: Wells Fargo Downgrades to Equal Weight from Overweight - PT $45 (from $42)
• $BLMN: Raymond James Downgrades to Market Perform from Outperform
• $CBT: JPMorgan Downgrades to Underweight from Neutral - PT $105
• $CE: BMO Capital Downgrades to Underperform from Market Perform - PT $76 (from $138)
• $CE: UBS Downgrades to Neutral from Buy - PT $97 (from $161)
• $GCMG: TD Cowen Downgrades to Hold from Buy - PT $15.50
• $IMCR: Mizuho Downgrades to Neutral from Outperform - PT $38 (from $72)
• $MRK: Daiwa Securities Downgrades to Neutral from Outperform
• $NOV: Citi Downgrades to Neutral from Buy - PT $18 (from $21)
• $NRDY: JPMorgan Downgrades to Underweight from Neutral
• $NVR: Seaport Global Securities Downgrades to Neutral from Buy
• $PRA: Piper Sandler Downgrades to Neutral from Overweight - PT $18
• $RVTY: Nephron Downgrades to Sell from Sell - PT $105
• $SMAR: Guggenheim Downgrades to Neutral from Buy
• $TDW: Raymond James Downgrades to Outperform from Strong Buy - PT $102 (from $131)
• $TEM: Stifel Downgrades to Hold from Buy - PT $65 (from $45)
• $VALE: UBS Downgrades to Neutral from Buy - PT $11.50 (from $14)
• $WHF: Oppenheimer Downgrades to Perform from Outperform - PT $12 (from $14)
• $XERS: Piper Sandler Downgrades to Neutral from Overweight - PT $3
#Downgrades - Oct 02, 2024
$NKE: CFRA Downgrades to Hold from Buy - PT $89
$GRTS: Jones Trading Downgrades to Hold from Buy
$SSTK: Citi Downgrades to Neutral from Buy - PT $2 (from $8)
$GEV: Raymond James Downgrades to Market Perform from Outperform
$PRMW: Raymond James Downgrades to Market Perform from Outperform
$PBF: JPMorgan Downgrades to Neutral from Overweight - PT $40 (from $53)
$HOG: Baird Downgrades to Neutral from Outperform - PT $40 (from $44)
$MELI: JPMorgan Downgrades to Neutral from Overweight - PT $2,400
$FMBH: KBW Downgrades to Market Perform from Outperform - PT $42
$NTB: KBW Downgrades to Market Perform from Outperform - PT $41 (from $44)
$ESQ: KBW Downgrades to Market Perform from Outperform - PT $72 (from $68)
$TMUS: Raymond James Downgrades to Outperform from Strong Buy - PT $221 (from $208)
$IBM: DZ Bank Downgrades to Hold from Buy - PT $215
$STTK: Needham Downgrades to Hold from Buy
$SITC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $19
$PVH: BofA Securities Downgrades to Neutral from Buy - PT $107 (from $130)
$CRL: BofA Securities Downgrades to Neutral from Buy - PT $215 (from $250)
$TEM: BofA Securities Downgrades to Neutral from Buy - PT $60 (from $45)
$ZIM: Jefferies Downgrades to Hold from Buy - PT $25
$KZR: H.C. Wainwright Downgrades to Neutral from Buy
$MBLY: BNP Paribas Exane Downgrades to Underperform from Neutral - PT $12
$GRTS: B.Riley Downgrades to Neutral from Buy - PT $1 (from $3)