GMT EIGHT - Research - US Stock

The super explosive point of the AI trend: Network security always takes priority The theme of "AI + network security" is entering a long-term bull market.

According to data from Daiwa Research, global spending on cybersecurity is expected to increase by approximately 9.8% in 2025, with growth significantly higher than the overall IT budget level.

General Electric Co. (GE.US) surpasses Q2 earnings expectations, Goldman Sachs Group, Inc. reveals three major advantages and risks such as supply chain disruptions

GE Aviation's second-quarter revenue was $10.2 billion, up 24.1% year-on-year. Goldman Sachs has given it a "buy" rating and maintained a 12-month target price of $257.

Has Unity's advertising business reached a turning point? Morgan Stanley bullish on three major drivers driving valuation reevaluation.

Morgan Stanley released a research report stating that they are optimistic about the prospects of Unity Software's advertising business. The firm believes that Unity's strategic restructuring and technology investment over the past 18 months have significantly increased its competitiveness in the advertising products, which may indicate that the business is entering a key turning point.

JP Morgan: Acquisition of Juniper Networks, Inc. significantly improves earnings visibility, rating upgraded to "Hold" for Hewlett Packard Enterprise Co. tech (HPE.US).

J.P. Morgan has upgraded its rating on Hewlett Packard Enterprise (HPE.US) to "overweight" with a target price of $30.

HSBC sings the decline of CoreWeave (CRWV.US) will plummet by 76%: lack of differentiated competitive advantage Over-reliance on Microsoft Corporation and NVIDIA Corporation

HSBC downgraded the artificial intelligence cloud service provider CoreWeave to a "sell" rating, with a target price of only $32, which is 76% lower than the stock's closing price on Thursday.

UBS thousand word outlook on the digital advertising market: AI ignites a frenzy of budget growth "U-shaped recovery" is just around the corner.

The technological reconstruction and productivity revolution driven by artificial intelligence (AI) in digital advertising platforms will be the core development trend in the next 3-5 years.

A market value of $4 trillion is just the beginning! NVIDIA Corporation's (NVDA.US) overseas commercialization will ignite a new round of buying opportunities.

Analyst Rick Orford believes that it is not too late to invest in NVIDIA now, as the company now has a brand new market for chip sales.

ASML Holding NV ADR (ASML.US) financial report shows mixed results, with differing opinions from UBS Group AG and JP Morgan: Is it a cyclical low point or a technological turning point?

The management team for the first time expressed a "wait and see" attitude towards growth in 2026 at the performance meeting, stating that they are "preparing for growth, but cannot confirm it."

Bank of America Merrill Lynch: Rising defense spending ignites the "military industrial bonus," aluminum and copper demand sees strong structural growth.

Bank of America Securities released a research report pointing out that with the increasing multipolarity of the world, defense spending and its impact on metal demand are receiving more attention.

Pros and risks coexist! Goldman Sachs Group, Inc.: NVIDIA Corporation (NVDA.US) H20 lifting of restrictions may bring in billions of revenue, but attention still needs to be paid to the implementation details.

Goldman Sachs released a research report stating that Nvidia may soon resume exporting its H20 GPU chips to China, as the previous US export restrictions are expected to be partially lifted. The bank believes that this development is a positive for Nvidia, but potential risks still need to be carefully assessed.

Needham: Strategic position and corporate culture boost valuation, target price for Alphabet Inc. Class C (GOOGL.US) raised to $210.

Needham said that Google's valuation will increase due to its strategic position and corporate culture.

Trump's new law is a heavy blow to the healthcare sector! Bank of America downgrades Centene (CNC.US) and HCA Healthcare (HCA.US) ratings.

Due to concerns about the impact of the recently signed "Big Beautiful Law" by President Trump, Bank of America has downgraded the ratings of healthcare management company Centene (CNC.US) and hospital operator HCA Healthcare (HCA.US).

Rays: Performance growth continues to "amaze" the market, raised Palantir (PLTR.US) rating to "neutral"

Data analysis and artificial intelligence (AI) company Palantir recently received a rating upgrade from Mizuho Securities, from "underperform" to "neutral," with a target price raised from $116 to $135.

Goldman Sachs downgrades two Korean chip ratings: SK Hynix and Samsung both drop, HBM prices may see first decline in 2026

NVIDIA has become the world's first semiconductor company with a market value exceeding 4 trillion US dollars, but investors remain highly sensitive to industry chain risks.

Wedbush: AI Cloud Computing Spending Drives Growth Surge, US Tech Stocks to See Strong Second Quarter Earnings

Wedbush states that the technology sector is expected to have a strong second quarter earnings season, with spending on artificial intelligence and cloud computing acting as the main driving forces.

ASML Holding NV ADR (ASML.US) post-earnings stock price plunges, Evercore ISI calls "buy on the dip."

ASML (ASML.US) saw its stock price fall after announcing its second quarter financial report, providing a buying opportunity.

NVIDIA Corporation (NVDA.US) H20 chip regains export license to China, Needham raises target price to $200.

NVIDIA recently announced plans to resume selling its H20 chips in the Chinese market, and stated that they have received assurances of an export license from the U.S. government.

Synopsys, Inc. (SNPS.US) acquires ANSYS, Inc. (ANSS.US) approved by China, Morgan Stanley: Final hurdles cleared, EDA leader position will be strengthened.

Morgan Stanley stated that this development is seen as the final major regulatory hurdle being cleared for the deal, and this merger will enhance NeoScience's position in the electronic design automation (EDA) market in the long term.

Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) is about to announce its performance, with Morgan Stanley looking ahead at three key variables.

Daiwa recommends investors to pay close attention to three key signals from TSMC's analyst meeting on July 17th: 1) Whether the full-year revenue guidance will be revised upwards to the 30% range; 2) Clear articulation of the wafer price strategy for 2026; 3) Quantitative assessment of the sustainability of AI demand and the pace of recovery in non-AI applications.

UBS Group AG reiterates "buy" rating on Vertiv (VRT.US): Concerns about competition in Amazon.com, Inc.'s (AMZN.US) AWS liquid cooling system are exaggerated.

UBS analyst Amit Mehrotra recently reiterated a "buy" rating on Vertiv Holdings with a target price of $135.

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