$TSLA – TESLA SHARES DOWN 3%; MIZUHO TRIMS PT BY $85
Day: March 17, 2025
📰 GERMAN BONDS EXTEND GAINS; 30-YEAR YIELD FALLS 10BPS TO 3.10%
GERMAN BONDS EXTEND GAINS; 30-YEAR YIELD FALLS 10BPS TO 3.10%
📰 🔸 Upgrades: Accenture ( $ACN): Upgraded to Outperform at Baird, PT $390 American Tower ( $AMT): Upgraded to Overweight at Wells Fargo, PT $230 Blue Owl Capital ( $OBDC): Upgraded to Equal-Weight at Wells Fargo Crown Castle ( $CCI): Upgraded to Equal-Weight at Wells Fargo, PT $105 DouYu ( $DOYU): ADRs upgraded to Hold at HSBC, PT $9 Flowserve ( $FLS): Upgraded to Outperform at Baird, PT $71 Generac ( $GNRC): Upgraded to Neutral at Guggenheim Genesis Energy ( $GEL): Upgraded to Overweight at Wells Fargo, PT $18 Liberty Formula One ( $FWONA): Upgraded to Buy at Seaport Global Securities https://t.co/eMBFE2Jwuf ( $MNDY): Upgraded to Buy at DA Davidson, PT $350 Netflix ( $NFLX): Upgraded to Buy at MoffettNathanson, PT $1,100 Norwegian Cruise ( $NCLH): Upgraded to Overweight at JPMorgan, PT $30 SL Green ( $SLG): Upgraded to Outperform at Evercore ISI, PT $73 Sprouts Farmers ( $SFM): Upgraded to Buy at Deutsche Bank, PT $190 🔸 Downgrades: Campbell’s ( $CPB): Downgraded to Equal-Weight at Consumer Edge, PT $40 Cion Investment ( $CION): Downgraded to Underweight at Wells Fargo, PT $10 EastGroup ( $EGP): Downgraded to Inline at Evercore ISI, PT $185 Finward ( $FNWD): Downgraded to Market Perform at Hovde Group FS KKR Capital ( $FSK): Downgraded to Underweight at Wells Fargo, PT $19 Li Auto ( $LI): ADRs downgraded to Neutral at Macquarie, PT $27 RLX Tech ( $RLX): ADRs downgraded to Neutral at Citi, PT $2.50 Sutro Biopharma ( $STRO): Downgraded to Market Perform at Oppenheimer TriplePoint Venture Growth BDC ( $TPVG): Downgraded to Underweight at Wells Fargo
🔸 Upgrades: Accenture ( $ACN): Upgraded to Outperform at Baird, PT $390 American Tower ( $AMT):…
📰 $TSLA: MIZUHO CUTS TARGET PRICE TO $430 FROM $515 🔸 Lowered ’25E/’26E delivery estimates from 2.3M/2.9M to 1.8M/2.3M (consensus: 2.0M/2.3M). 🔸 Feb ’25 sales underperformed: US: -2% Y/Y (market +16%). China: -49% Y/Y (market +85%). Germany: -76% Y/Y (market +31%). 🔸 Key issues: Geopolitical tensions, weaker brand perception (US/EU), rising competition (China), and soft Model Y demand. 🔸 TSLA remains a leader in EV/AV markets, but PT lowered from $515 to $430.
$TSLA: MIZUHO CUTS TARGET PRICE TO $430 FROM $515 🔸 Lowered ’25E/’26E delivery estimates from 2.3M/2.9M…
📰 $HOOD – ROBINHOOD & @KALSHI LAUNCH PREDICTION MARKETS HUB 🔸 Robinhood Markets: Contracts Will Start Rolling Out Immediately, Will Be Available To All Eligible Customers In Coming Days 🔸 Robinhood Markets: Prediction Markets Hub-and Corresponding Contracts-will Initially Be Available Across U.s. Via Kalshiex Llc
$HOOD – ROBINHOOD & @KALSHI LAUNCH PREDICTION MARKETS HUB 🔸 Robinhood Markets: Contracts Will Start Rolling…
Watch Clips For ‘Putain’, Belgian Drama Dubbed “The Brussels ‘Euphoria’”, Ahead Of International Premiere At Series Mania
EXCLUSIVE: Putain, the Belgian drama series dubbed the “Brussels Euphoria,” is getting its international premiere at…
📰 *US FEB. RETAIL SALES RISE 0.2% M/M; EST. +0.6% *US FEB. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4% *US FEB. RETAIL SALES EX AUTOS, GAS RISE 0.5% M/M; PREV. -0.5% *US FEB. RETAIL ‘CONTROL GROUP’ SALES RISE 1% M/M; PREV. -0.8%
*US FEB. RETAIL SALES RISE 0.2% M/M; EST. +0.6% *US FEB. RETAIL SALES EX-AUTO RISE 0.3%…
📰 US MARCH EMPIRE STATE FACTORY INDEX FALLS TO -20.0; EST. -1.9
US MARCH EMPIRE STATE FACTORY INDEX FALLS TO -20.0; EST. -1.9
📰 EUROPEAN HEADLINES 🔸 ECB’s de Guindos: US tariffs add uncertainty; inflation nearing 2%; Spain to boost defense spending. 🔸 UK Chancellor Reeves: Plans to limit merger investigations (FT). Regulators to face performance reviews (Times). 🔸 Moody’s: Upgraded Greece to Baa3 (Stable), affirmed Spain (A), France (AA-, Negative), Portugal (A-, Positive), Poland (A-, Stable). 🔸 Germany: Economy remains weak; Ifo cuts growth forecast to 0.2% (2025), 0.8% (2026). US HEADLINES 🔸 OECD: Cuts global growth outlook over trade tensions. 🔸 US Senate: Passed stopgap funding bill; Trump signed budget law. 🔸 Trump Admin: Weighs travel ban on 43 countries. 🔸 Treasury Sec. Bessent: Not worried about market downturn, optimistic long-term (NBC). 🔸 Trump: Invokes Alien Enemies Act against Tren de Aragua; orders deportation of Venezuelan TDA members.
EUROPEAN HEADLINES 🔸 ECB’s de Guindos: US tariffs add uncertainty; inflation nearing 2%; Spain to boost…
📰 $MSTR – MICROSTRATEGY PURCHASES 130 BITCOINS BETWEEN MAR 10 – MAR 16 AT AN AVERAGE OF $82,981 (TOTAL: $10.70M)
$MSTR – MICROSTRATEGY PURCHASES 130 BITCOINS BETWEEN MAR 10 – MAR 16 AT AN AVERAGE OF…