Seaport maintains Nvidia's sell rating. Stifel covers BlackBerry for the first time and gives a buy rating. UBS reiterated AMD's buy rating and raised its target price from $470 to $670. TD Cowen reiterated Arm's buy rating and raised the target price from $265 to $475, stating that Arm's $1.5 million AGI CPU target for fiscal year 2031 is reasonable. RBC reiterates that Tesla outperforms the overall market rating, with an expected delivery volume of 405000 vehicles in the second quarter, higher than the Visible Alpha consensus expectation of 401000 vehicles. Needham reiterated Reddit's buy rating. Citizens has for the first time covered Bitdeer, CleanSpark, Keel Infrastructure, and MARA Holdings, all of which have given outperforming market ratings.
