Goldman Sachs reiterated Tesla as neutral while staying bullish on the cybercab. Bernstein maintained Apple as outperform, highlighting its market share gains in China. Morgan Stanley upgraded Shell from equal weight to overweight, predicting significant acceleration. Nvidia announced the acquisition of Hugging Face for $12.9 billion, while Deutsche Bank raised its price target on Robinhood to $136 from $115. Several new coverage initiations were published, including on Infleqtion, Belite Bio, PulteGroup, and Dianthus Therapeutics.
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