Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%) facing steep increases. Apparel and footwear tariffs will average 38%, forcing brands to adjust pricing and negotiate costs.
Goldman Sachs analyst expects uncertainty and low rates to impact EPS forecasts for Capital Markets stocks. Alternatives face EPS risks, while Brokers and Wealth Advisors may see downside. Traditional Managers also at risk.
Gorilla Tech, SMCI, Nvidia, GameStop, and Palantir Tech drew some of the most positive responses from poll participants. Interestingly, retail investors were not so optimistic about Tesla.
April 2, 2025 – Tesla, Inc. (NQ:TSLA) shares fell sharply in morning trading today after the electric vehicle giant reported first-quarter vehicle deliveries that significantly undershot Wall Street expectations. At 11:14:02 AM EDT, Tesla’s stock price stood at $265.62, reflecting a decline of $2.84, or
Visa Inc. (NYSE: V) has reportedly proposed a $100 million payment to Apple Inc. (NASDAQ: AAPL) to secure the Apple card network. This move comes amid fierce competition among the country's leading payment networks.
Interestingly, Intel is on track to achieving former CEO Pat Gelsinger’s target of reaching the “five nodes in four years” plan as the veteran sought to bring the company back on track.
For a company that depends on government contracts, primarily the US government for most of its revenue, Palantir (NASDAQ: PLTR) has a lot at stake with the federal budget about to get slashed to the tune of $1 trillion by May this year, as part of the D.O.G.E initiative, spearheaded by Elon Musk.
April 1, 2025 – As the global economic landscape braces for a fresh wave of trade policy shifts, Walmart Inc. (NYSE: WMT), the world’s largest retailer, finds itself at the center of attention. With whispers of new tariffs looming on the horizon, analysts, investors, and consumers alike are closely watching
April 01, 2025 – Detroit, MI – Ford Motor Company (NYSE: F), one of America’s oldest and most iconic automakers, is bracing for a challenging period ahead as proposed tariffs threaten to disrupt its supply chain, increase production costs, and squeeze profit margins. Analysts and industry experts warn that the company,
April 1, 2025 – Detroit, MI – As the United States navigates a shifting landscape of trade policies under the Trump administration, General Motors (NYSE: GM), one of America’s automotive giants, finds itself in a precarious position. Industry analysts and market observers widely anticipate that GM will bear the brunt of
Goldman Sachs downgrades Genuine Parts to "Sell" due to market challenges, while upgrading AutoZone to "Neutral" amid improved performance and strong market positioning.
