Fool of a Took! Wall Street's Wild Ride! Is Your Portfolio Ready?!

Nvidia: Not All Who Wander Are Lost (Just Slightly Misguided)

Hmph Nvidia you say? Citi still sees a glimmer of hope a faint light in the gathering darkness. They maintain their 'Buy' rating though they've trimmed their price target. Macro concerns they whisper like shadows lengthening in Mirkwood. Lowering projections they are by a mere 3 6%. A mere scratch! Still they hold fast like dwarves guarding their gold.

Amazon: One Stock to Rule Them All?

JPMorgan those sharp eyed hobbits still call Amazon a 'best idea.' GenAI whispers and AWS growth they see and North American margins expanding. But even the mightiest are not immune to tariffs and macro slowdowns. One does not simply walk into Mordor—or navigate a trade war apparently. We shall see if Amazon can withstand this storm.

Gold Gold Shining Gold: Newmont Gets the Midas Touch

Ah gold! UBS upgrades Newmont for the price of gold rises and its earnings are expected to rise. Consensus gold price upgrades should drive positive earnings momentum material cash returns in 2025 are supportive and should be sustainable in 2026 in a stronger for longer gold price environment. 'Upgrade to Buy with $60/sh target price' Well I never!

Cinemark: Popcorn and Peril! Will Tariffs Spoil the Show?

JPMorgan it seems has been enjoying a good film! They upgrade Cinemark claiming increased visibility. Tariffs they say pose little threat to film supply though concessions might feel the pinch. Creative sourcing like a wizard pulling rabbits from a hat will save the day they hope! Let's hope the third age of cinema doesn't end too soon.

From Ships to Shoes: A Motley Crew of Fortunes

Goldman Sachs favors L3Harris Technologies and Huntington Ingalls... the latter due to possible increased investment in U.S. shipbuilding. An executive order could lay the groundwork they say. Meanwhile Maxim casts a hopeful eye on Allbirds a shoe company in the midst of a turnaround. Comfort design and sustainability—a triple alliance worthy of Rivendell! Can they convince consumers that these virtues can coexist?

NuScale Power: A Little Reactor with Big Dreams?

BTIG thinks NuScale Power has a 'proven technology' and path to success. Small modular reactors they say are the future. China is expected to bring its first commercial SMR online next year. Now there's a question to ponder: can nuclear power truly be harnessed for good or will it become another Ring of Power tempting us towards destruction? One must tread carefully!