Several major U.S. banks issued analyst notes on Friday. Barclays initiated Boeing with an overweight rating and a $300 price target, viewing the current valuation as an attractive entry point. Barclays also reiterated its overweight rating on SpaceX with a $254 target. BMO initiated American Express as outperform, citing compounding premium growth. UBS upgraded ArcelorMittal to buy after a 17% month-over-month pullback, anticipating higher steel prices. UBS also reiterated its buy rating on Nvidia, confirming strong demand for AI chips.
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