Summary: Bank of America reiterates Nvidia and Marvell as buys, Roth MKM initiates Ree Automotive as buy, Well Fargo reiterates Netflix as overweight, Oppenheimer initiates Confluent as outperform, Citi reiterates Reddit as buy, initiates Roblox as buy, and reiterates Walmart as a top pick, Goldman Sachs reiterates Tesla as neutral, BTIG upgrades Darden to buy from neutral, Baird initiates Littelfuse as outperform, Jefferies upgrades DuPont to buy from hold, Macquarie upgrades JD.com to outperform, Morgan Stanley downgrades Baidu to equal weight, Bank of America upgrades Coinbase to neutral from underperform, reiterates Chevron as buy, JPMorgan upgrades Bath & Body Works to neutral from underperform, Wolfe upgrades United Airlines to outperform from peer perform, Bank of America upgrades Robinhood to buy from underperform, Cantor Fitzgerald initiates AbbVie as overweight, and Stifel reiterates Elanco Health as buy.
Full articleSummary: Third Point LLC disclosed its holdings as of March 31, making new buys, exiting positions, increasing stakes in certain holdings, and listing top holdings.
Full articleSummary: Warren Buffett's Berkshire Hathaway may consider buying Ulta Beauty, Bath & Body Works, and Tapestry if their market cap were larger. These stocks offer high profitability and low valuation multiples, attracting smaller value investors seeking Buffett-like moments.
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