Morgan Stanley named Williams Companies a top pick, while Citi reiterated Oracle as a buy and called the opportunity historic. Bank of America reiterated Nvidia as a buy with a 350 dollar price target, and Wolfe initiated Harmony Biosciences as outperform with a 60 dollar target. Morgan Stanley also reiterated SpaceX as overweight, with the company trading at 10x sales and 25x EBIT. UBS upgraded SolarEdge to buy, anticipating market share gains from the FCC ban on inverter imports, while Truist downgraded Dick’s and Nike to hold.
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