This week will be dominated by Nvidia and CrowdStrike earnings, both due Wednesday evening, with particularly high expectations for Nvidia despite memory cost pressures. Baird initiated restaurant coverage with Starbucks as a top pick alongside Cava, Brinker, and Dutch Bros. Deere shares surged 7% on Thursday and another 4% on Friday after Barclays raised its price target to $670, expecting the agricultural cycle to hit bottom in 2026. Celestica was upgraded to buy by UBS due to its collaboration with Broadcom and OpenAI on the Jalapeno chip for AI server racks.
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