Benzinga looked at the outlook for the favorite stocks of many investors over the past week – here’s a look at some of our biggest stories.
The Dow Jones, S&P 500 and Nasdaq gained 3.7%, 2.9% and 2.5% respectively this week, all three posting their biggest gains in weeks.
December inflation report showing 2.9% rise and lower underlying inflationfueled optimism about possible Fed rate cuts this year. Financial stocks jumped 6% as big banks reported bumper profits, with Goldman Sachs jumping 11% to record highs.
In the meantime, Bitcoin BTC/USD crossed $100,000 amid optimism surrounding crypto-friendly policies expected under the new Trump administration.
Benzinga provides daily reports on the stocks most popular with investors. Here are some of the most bullish and bearish articles from the past week that are worth checking out.
The bulls
“Tesla Stock’s ‘Valuation is Complete’: Analyst Points to Long-Term Growth Opportunities with Robotaxis and FSD,” by Chris Katjediscusses a Goldman Sachs analyst’s insights on Tesla Inc. TSLAforecasting $115 million in revenue from robotaxis in 2027 as fully autonomous driving (FSD) technology advances.
“Will Dogecoin hit a new all-time high after Trump is sworn in? Influencer says model is ‘nearly identical’ to last inauguration,” by Aniket Vermahighlights speculation among influencers that Dogecoin DOGE/USD could replicate its 2021 post-inauguration rally, with one suggesting DOGE could double to $0.73 if historical patterns repeat.
“DOGE fears for defense contractors Lockheed Martin and Northrop Grumman are ‘exaggerated,’ analyst says,” by Erica Kollmannfeatures an analyst initiating coverage on Lockheed Martin Corp. LMT And Northrop Grumman Corp. NOC with Buy ratings and targets of $579 and $544, dismissing concerns related to Donald TrumpThe proposed Department of Government Effectiveness is overkill.
For other bullish calls from the past week, check out the following:
Oil could reach $90, says Goldman Sachs: “Trump may not ease sanctions” against Russia
The bears
“Meta content moderation changes advertisers’ alarm as Zuckerberg aligns with Trump and Musk,” by Anusuya Lahirireports on Meta Platforms Inc. META adopt a “free speech” style of content moderation inspired by That of Elon Musk X, raising advertisers’ concerns about harmful content.
“Drone maker Red Cat ‘about to be blown out of the sky’: Handling short seller claims sets ‘near impossible’ expectations,” by Adam Eckertcovers Kerrisdale Capital’s short position on Chat Rouge Holdings Inc. RCATarguing that the company’s valuation is inflated by unrealistic expectations regarding its U.S. Army SRR drone contract, which the company says has “almost no relation to reality.”
“Apple sees market share decline in 2024 as Chinese smartphone brands expand globally: IDC,” by Anusuya Lahiristrong points Apple Inc. AAPL losing global market share to Chinese competitors like Xiaomi Corp. XIACF XIACY Smartphone shipments grew 6.4% in 2024, driven by affordable premium offerings and aggressive pricing in emerging markets.
For more bearish views, be sure to check out these articles:
US semiconductor sanctions cause problems for Nvidia, but could benefit big tech
Southwest Airlines sued by Department of Transportation over ‘chronically delayed’ flights
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