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Goldman Sachs Adjusts Dell Technologies Price Target to $140 From $130, Maintains Buy Rating
Morning Watch List : https://www.optionmillionaires.com/july-18th-2025-watch-list/
$NFLX reports earnings after the close with a $78.29 or 6.23% implied move
Next day performance after the past 8 report:
📈+1.52%
📈+9.69%
📈+11.08%
📉-1.50%
📉-9.09%
📈+10.7%
📈+16.05%
📉-8.41%
Avg. move: 8.51%
Morning Rant -> https://www.optionmillionaires.com/morning-rant-7-17-2025/
Morning Watch List :
https://www.optionmillionaires.com/july-17th-2025-watch-list/
✅ $JOBY
✅ $SERV
✅ $NFLX
✅ $RDDT
✅ $VKTX
BA
Boeing price target raised to $235 from $200 at Morgan Stanley
Morgan Stanley raised the firm's price target on Boeing to $235 from $200 and keeps an Equal Weight rating on the shares. Noting that Aerospace stocks are trading at record multiples, the firm contends that recent multiple expansion in Aerospace reflects sector resilience and adds that it expects industry dynamics to "largely remain on trend." The firm, which adds in a Q2 preview for the group that the Aero supply chain continues to improve, Boeing output has momentum, and air traffic demand persists, continues to favor aerospace stocks with a mix of aftermarket and original equipment exposure.
LCID
Lucid Group, Nuro and Uber partner on autonomous robotaxi program
Lucid Group (LCID), Nuro and Uber (UBER) announced a next-generation premium global robotaxi program created exclusively for the Uber ride-hailing platform. Expected to first launch later next year in a major U.S. city, the new robotaxi service combines the software-defined vehicle architecture of the Lucid Gravity, the scalability and capability of the Nuro Driver Level 4 autonomy system, and Uber's global network and fleet management. Uber aims to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver over six years. The vehicles will be owned and operated by Uber or its third-party fleet partners and made available to riders exclusively via the Uber platform. The first Lucid-Nuro robotaxi prototype is already operating autonomously on a closed circuit at Nuro's Las Vegas proving grounds. As part of a deepening relationship with each partner, Uber plans to make multi-hundred-million dollar investments in both Nuro and Lucid.
good morning bobber
TTD, AMZN
Trade Desk price target raised to $95 from $80 at KeyBanc
KeyBanc raised the firm's price target on Trade Desk (TTD) to $95 from $80 and keeps an Overweight rating on the shares. The firm expects The Trade Desk to report revenue of at least $691M and issue Q3 guidance for about $715M in revenue. In its view, execution is back on track, and KeyBanc expects management to maintain a "beat and guide conservatively" policy. As concerns over execution and Amazon (AMZN) competition subside, the firm believes there is room for multiple expansion.
UPB in da hIZZLE
NVDA
Nvidia CEO says to accelerate recovery of China chip sales, FT reports
CEO Jensen Huang says Nvidia will "accelerate the recovery" of its China chip sales and he expects its U.S. export licenses "to come through very shortly," The Financial Times' Eleanor Olcott reports. Huang told a press conference in Beijing that the company had not yet received export licenses from Washington to restart shipments of its H20 product, but sees that happening soon. "Some of what we wrote off is hard to recover, but what we put on reserve will not be scrapped permanently," he said.
Afternoon Rant if you missed -> https://www.optionmillionaires.com/afternoon-rant-7-16-2025/
The Morning Rant - $JOBY to da Mooooon
Trump says not planning to fire Fed Chair Powell
President Trump is speaking to reporters in the Oval Office.
Trump likely to fire Fed Chair Powell soon, Bloomberg reports
Morning Rant -> https://www.optionmillionaires.com/morning-rant-7-16-2025/
Morning Watch List : https://www.optionmillionaires.com/july-16th-2025-watch-list/
What would you think if one of your main competitors gave you a helping hand in getting ahead in the space race? That's precisely what just happened in the old rivalry between Elon Musk and Jeff Bezos as the billionaires take their investments to the final frontier.
Out of tune? At 2:30 AM ET, a SpaceX (SPACE) Falcon 9 rocket carrying 24 of Amazon's (AMZN) Project Kuiper internet satellites launched to orbit, bringing its total constellation to 78. Its first two batches of satellites were launched by provider United Launch Alliance (LMT) (BA), though it has been under increasing pressure to get its network up and running. Project Kuiper hopes to eventually position more than 3,200 satellites in low Earth orbit, but its license with the FCC mandates that at least half of those must be deployed before August 2026.
Amazon had hoped to rely on Jeff Bezos' other space venture, Blue Origin (BORGN), to secure its launch capacity, but its New Glenn rocket has flown only once so far (the next launch is scheduled for Aug. 15). In comparison, SpaceX's reliable Falcon 9 rockets have already helped establish a Starlink (STRLK) constellation of nearly 8,000 satellites, with around 5M customers across the globe. It'll be tough for Kuiper to gain an edge over its top rival, but the company is hoping to obtain market share in an industry that it can use for its other businesses, like Amazon Web Services.
By the numbers: Bank of America estimates that Project Kuiper could deliver $7.1B in revenue for Amazon by 2032, assuming the firm gains a 30% consumer share. That would translate into a key revenue driver for Amazon with "potentially strong long-term margins," but it will also be massively expensive to build out the entire constellation, ground terminals and related infrastructure. Boston Consulting Group data mentioned by Bank of America outlined that the global satellite communications service market could approach $40B in revenue by 2030.
Here's the latest Seeking Alpha analysis
Super Micro Computer: Golden Opportunity For Long-Term Investors
Why Stock Picking Fails - And Why SPY Or VTI Is All You Need
CoreWeave: Market Hates A Good Deal
Tesla: Here's What People Are Misunderstanding
Building A $100,000 Dividend Portfolio: Maximizing SCHD's Income With July's Top High-Yield Stocks
What else is happening...
MP Materials (MP) hits high after inking $500M deal with Apple (AAPL).
Stealth transactions by UnitedHealth (UNH) for earnings momentum?
Bessent suggests that Powell should exit the Fed in May.
Indonesia trade deal: 19% tariffs and 50 Boeing (BA) jets.
JPMorgan Chase (JPM) boosts 2025 guidance after Q2 double-beat.
... going to be involved in stablecoins, but needs to understand it.
Is a pullback in store as S&P 500 (SP500) flashes overbought signal?
Westinghouse plans to build 10 large nuclear reactors in the U.S.
Mortgage applications plunge amid higher Treasury yields.
SA Asks: Should Tesla (TSLA) invest in Grok chatbot developer xAI?
Today's Markets
In Asia, Japan -0.1%. Hong Kong -0.3%. China flat. India +0.1%.
In Europe, at midday, London +0.2%. Paris +0.1%. Frankfurt +0.2%.
Futures at 7:00, Dow flat. S&P flat. Nasdaq -0.2%. Crude -0.6% to $66.14. Gold +0.2% to $3344.40. Bitcoin -1.4% to $118,747.
Ten-year Treasury Yield -1 bps to 4.48%
On The Calendar
Companies reporting today include Bank of America (BAC) and Johnson & Johnson (JNJ).
US PPI (MOM) (JUN) ACTUAL: 0.0% VS 0.1% PREVIOUS; EST 0.2%
US PPI (YOY) (JUN) ACTUAL: 2.3% VS 2.6% PREVIOUS; EST 2.5%
GOOGL
Alphabet price target raised to $210 from $178 at Needham
Needham raised the firm's price target on Alphabet to $210 from $178 and keeps a Buy rating on the shares. The company's strategic position and corporate culture drive upside to its valuation, the analyst tells investors in a research note. Google Search was one of the 3 biggest beneficiaries of the internet tech wave, Android was one of the 2 biggest beneficiaries of the mobile tech wave, Google Cloud was one of 3 biggest beneficiaries of the Cloud tech wave, and Gemini should be one of the 2-4 biggest winners of the GenAI tech wave, Needham noted, further stating that Alphabet execution is improving based on the labor productivity trends
Quotes in pieces like this drive me nuts:
'Americans as of Sunday faced a 20.6% average effective tariff rate, according to the Yale Budget Lab, the highest since 1910.'
Like the CNN article on Tomato tariffs that are going to make an italian restaurant go bankrupt in 3 months
The FUD is strong...
https://wsj.com/economy/trump-effect-starts-to-show-up-in-economy-45c83c7a?mod=hp_lead_pos1
META
Meta Platforms price target raised to $850 from $825 at Canaccord
Canaccord analyst Maria Ripps raised the firm's price target on Meta Platforms to $850 from $825 and keeps a Buy rating on the shares. The firm said Meta remains its top digital advertising pick. Despite its premium valuation, they continue to favor Meta given the breadth of growth tailwinds. Reels, Shopping, and Overlay ads continue to attract greater budget allocations among DPI clients, and while Reels could subside as a tailwind in 2026, the introduction of ads on WhatsApp, coupled with Meta's Business AI offering (which our expert thinks could drive a 10-20% ROAS improvement for advertisers) could help bridge the gap.
BAC
Bank of America reports Q2 EPS 89c, consensus 87c
Reports Q2 revenue $26.5B, consensus $26.77B. Reports Q2 tangible book value per share $27.71. Reports Q2 CET1 capital ratio 11.5%. Reports Q2 net charge-offs 0.55%. Chair and CEO Brian Moynihan said, "We delivered another solid quarter, with earnings per share up seven percent from last year. Net interest income grew for the fourth straight quarter, reflecting eight consecutive quarters of deposit growth and seven percent year-over-year loan growth. Consumers remained resilient, with healthy spending and asset quality, and commercial borrower utilization rates rose. In addition, we saw good momentum in our markets businesses. So far this year, we have supplied more capital to our businesses and returned 40 percent more capital to shareholders in the first half of this year than last year."
AMD
AMD price target raised to $185 from $120 at Wells Fargo
Wells Fargo analyst Aaron Rakers raised the firm's price target on AMD to $185 from $120 and keeps an Overweight rating on the shares. The firm remains bullish on the name into AMD's Q2 print, and says it is increasing estimates. Wells expects AMD to point to sustained datacenter momentum into the second half of the year; roadmap execution and building rack-scale strategy
Afternoon Rant -> https://www.optionmillionaires.com/afternoon-rant-7-15-2025/
$JOBY all-time high close is $15.70
all-time high is $17.00
Both on Feb 16th, 2021
Morning Rant -> https://www.optionmillionaires.com/morning-rant-7-15-2025/
Morning Watch List :
https://optionmillionaires.com/july-15th-2025-watch-list/
✅ $JOBY
✅ $TTD
✅ $SERV
✅ $ROKU
✅ $NVDA
Morning Watch List : https://www.optionmillionaires.com/july-15th-2025-watch-list/
A record-breaking rally for bitcoin (BTC-USD) has been seen in recent weeks, months, and over the past year as a whole. The world's most popular cryptocurrency just zoomed past the $120,000 milestone, doubling in value since July 2024. While bitcoin dipped overnight on some profit taking, optimism appears to remain intact ahead of a big week for crypto.
The latest: Fresh highs have been notched as corporate treasuries ramp up bitcoin purchases and spot exchange-traded funds garner record inflows. However, the biggest catalyst has been U.S. lawmakers moving closer to passing long-awaited crypto legislation. That will set the stage for digital assets to be subject to clearer rules and potentially result in wider acceptance across traditional finance.
Three bills are under consideration in the U.S. House of Representatives this week that, if approved, would mark a huge win for the crypto space:
1) The GENIUS Act, which the Senate recently passed, would establish federal oversight of stablecoin issuers, requiring them to meet reserve, audit and registration standards under a new regulatory framework.
2) The Digital Asset Market Clarity Act would seek to clarify when cryptos are treated as securities or commodities, splitting oversight between the Securities and Exchange Commission and the Commodity Futures Trading Commission and setting rules for token issuers and trading platforms.
3) The Anti-CBDC Surveillance State Act would block the Federal Reserve from issuing a central bank digital currency.
SA commentary: "Even after bitcoin’s (BTC-USD) huge run, I still think there's a lot more gas in the tank," writes SA analyst Motti Sapir. "The market still isn't seeing the full picture, and there's a real shot for bitcoin to punch past $150,000 if even a few things break right. Sure, we might get a pullback, and yeah, there's always noise, but I don’t see a better asymmetric bet out there right now."
Timeline of bitcoin's moves over the past year
Here's the latest Seeking Alpha analysis
A Massive Bear Steepener May Be About To Shock Markets
Nebius: Positioning For Massive Moves
REITs With Great Upside Potential
Novo Nordisk: The Market Doesn't Get It
Time For A History Lesson On OXLC's 26% Yield
What else is happening...
WSB survey results: Mixed outlook on earnings season.
Will core CPI inflation for June reflect tariff impacts?
Export licenses: Nvidia to resume H20 chip sales to China.
Moody's chief economist fires 'red flare' on housing market.
The Trade Desk (TTD) jumps after inclusion in S&P 500.
Secondary tariffs for Russia? Would Zelenskyy hit Moscow?
U.S. imposes a 17% duty on fresh tomatoes from Mexico.
Here are the AI models that just won Pentagon contracts.
Meta (META) to bring first 1GW-plus supercluster online.
Starbucks (SBUX) mandates employees return to the office.
Federal government pulls back from student lending.
House appropriations bill blocks marijuana rescheduling.
Today's Markets
In Asia, Japan +0.5%. Hong Kong +1.6%. China -0.4%. India +0.4%.
In Europe, at midday, London -0.1%. Paris +0.1%. Frankfurt +0.2%.
Futures at 7:00, Dow -0.2%. S&P +0.4%. Nasdaq +0.6%. Crude -0.7% to $66.52. Gold +0.4% to $3371.80. Bitcoin -4% to $116,987.
Ten-year Treasury Yield unchanged at 4.42%
On The Calendar
Companies reporting today include JPMorgan (JPM) and Wells Fargo (WFC).
China Says Its Economy Held Up Under Trump Tariff Attack
China’s Cutthroat Industrial Price Wars Are Here to Stay
China’s GDP Beat Masks Fragile Demand, Sparking Outlook Concerns
America’s Biggest Rare-Earth Producer Makes a Play to End China’s Dominance
Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders
Power Prices Are Expected to Soar Under New Tax Cut and Spending Law
Europe’s Factories Boosted by Tariff Frontrunning as August Deadline Looms
Inside One Company’s Prolonged Tariff Limbo
Americans’ New Tax Rates Depend on Who They Are and What They Do
Is the Dollar’s Era of Exorbitant Privilege Ending?
If the U.S. Ever Needs the ‘Printing Press,’ It Will Have No Debt
Bessent Says ‘Formal Process’ for Powell Successor Has Started
Bessent’s Interest Rate Bet Could Be a Big Loser
JPMorgan Profit Beats on Wall Street Rebound; Raises Interest Income Forecast
JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing
At Vanguard, the Man From BlackRock Ushers in a Quiet Revolution
Walleye, Former Trader Spar Over Hedge Fund’s Non-Compete Terms
Nvidia Wins OK to Sell AI Chip to China Again After CEO Meets Trump
Elon Musk Floats a New Source of Funding for xAI: Tesla
Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes
Their Water Taps Ran Dry When Meta Built Next Door
AMD Says It Will Restart MI308 Sales to China After US Review
Federal Workers’ ‘Emotional Roller Coaster’: Fired, Rehired, Fired Again
PBS and NPR’s Last-Ditch Fight to Save Funding
The D.E.I. Industry, Scorned by the White House, Turns to ‘Safer’ Topics
Making Immigration Great Again
After Devastating Winter Losses, Another Threat Looms for U.S. Beekeepers
Another Casualty in the Tariff Wars: The Always-in-Season Tomato
Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets
Amazon Prime Day Is Past Its Prime
🤯US Trsy Sec Bessent: Nvidia Chip Decision Part Of 'Mosaic' Of China Talks
- We're In A Good Place On China Now
- Expect To Meet Chinese Counterpart In Next Few Weeks
Nvidia expects to be allowed to resume China sales of H20 GPUs, Bloomberg says
JPMorgan Q2 2025 Earnings Beat Estimates $JPM
•EPS: $5.24 vs Est. $4.47 ✅
•Adj. Revenue: $45.68B vs Est. $44.05B ✅
•Credit Loss Provisions: $2.85B vs Est. $3.22B ✅
•ROE: 18% vs Est. 15.1% ✅
•Cash & Due from Banks: $23.76B vs Est. $22.07B ✅
•CET1 Ratio (Standardized): 15% vs Est. 15.4% ❌
•Net Interest Income (Managed): $23.31B vs Est. $23.59B ❌
•Total Deposits: $2.56T vs Est. $2.50T ✅
•Total Loans: $1.41T vs Est. $1.36T ✅
•Net Charge-Offs: $2.41B vs Est. $2.46B ✅
•Equities Sales & Trading: $3.25B vs Est. $3.20B ✅
•FICC Sales & Trading: $5.69B vs Est. $5.22B ✅
•Investment Banking Revenue: $2.68B vs Est. $2.16B ✅
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FOSL | jimmybob | 02/14/2012 09:54:12 AM |
FOSL and SODA ~ WATCH!!! | jimmybob | 02/14/2012 09:50:52 AM |
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