Here are Friday's biggest analyst calls: Tesla, Nvidia, Robinhood, Microsoft, Deere, Amazon, McDonald's & more
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Axios
2 hours ago
- Axios
Trade deals come and go. Can stocks rally either way?
Investors just got three extra weeks to decide if they need to care about tariffs again. But Wall Street's tariff optimism could be tested if President Trump picks tougher trade negotiation tactics over markets in the month ahead. Why it matters: How tariff negotiations unfold amid the new extension could either confirm the TACO trade, or signal that high levies are a risk investors need to account for again, which could threaten the rally that's driven stocks to fresh all-time highs. Catch up quick: Trump is now set to send letters on Monday to a dozen other countries, setting tariff rates on their imports. The letters could reaccelerate a trade war that some investors felt had begun to fizzle. His threat late Sunday night to put additional punitive tariffs on BRICS countries unsettled markets even further. Early Monday morning, S&P 500 futures were about 0.3% lower. Between the lines: Investors may be falling prey to black-and-white thinking, according to Terry Haines, founder of Pangaea Policy. "Markets want it all one way or the other, and the answer is we're kind of living in the twilight world where it's not easy," he tells Axios. Haines points to the press in India calling any tariff deals with the U.S. "phase one" deals, indicating they could change. Regardless of the back and forth for each country, some form of tariffs are likely to continue to exist. Zoom out: Tariffs matter to investors if they matter to consumers, according to data from Goldman Sachs. Companies are set to pass on 70% of the cost of levies to consumers through higher prices, according to economists at Goldman Sachs. If consumers can eat that increased cost without decreasing spending overall, that could keep corporate earnings intact. If consumers cut back on spending, which is starting to show in economic data, that could hinder corporate earnings growth, which could weigh on the broader market. Friction point: "The market is underestimating the probability that Trump imposes unilateral tariffs," David Woo, CEO of David Woo Unbound, says in a video to clients on Sunday. Woo argues it's time to "get properly short the market," as current equity levels make investors vulnerable to a negative shock, which could come from tariff policy. Bottom line: The levies Trump announced in April sent stocks to the brink of a bear market. Since then, consensus has been building around better-than-expected trade deals, or Trump flinching in the face of a bad market reaction.
Yahoo
3 hours ago
- Yahoo
Risky trading could keep outperforming this summer
Washington Crossing Advisors senior portfolio manager Chad Morganlander, Yahoo Finance Senior Reporter Allie Canal, and Yahoo Finance Senior Reporter Brooke DiPalma join Opening Bid host Brian Sozzi to discuss how riskier trades, like penny stock trading, outperformed in the first half of the year. To watch more expert insights and analysis on the latest market action, check out more Opening Bid here. uh new research out of Goldman Sachs. The bank found that trading in shares of worth uh worth less than a dollar, aka penny stocks accounted for more than 47% of total volume across the US equity market on June 12th. That's the last time they measured. Um, Shall, when you see people piling into penny stocks, A, what is your first thought? And then B, what are some of the risks associated with doing this? Well, it's the gamification of the financial markets that we've seen over the last 5 years. Uh it's a it's a it's a concern, a considerable concern. Uh you know, not to beat up on uh the cryptocurrency markets, but that too there's a lot of speculation there. Buyer beware. Uh we would, you know, perhaps curtail all of that speculative excess if one has it in their portfolio. It's, you know, you want to take shots, you want to take risk in your portfolio, but, you know, gambling is another thing. You want to just be mindful of that. Shall, is this gambling? Would you could would you characterize this volume or this push into penny stocks? Is this in fact gambling? People that have no clue what they're what they're even investing in, right? 1,000% gambling 1,000% gambling Well, it's 1,000% gambling and it's the gamification of the financial markets and it's a real concern. Uh and you know, this too shall pass, but these poor investors will really get hurt at the end. And Brook, on the other side of the spectrum, uh you know, we're still seeing a strong move in some of the mag 7 names, some of the areas that had to hit 52 week highs, those gains are continuing. Yeah, what we're really seeing is this broader market rally when it comes to these AI names, think Broadcom, think Nvidia, think Meta, who are really diving into this opportunity around that AI uh revolution rather than many people are calling it. But what we've also seen in this Q2 when we've heard so much about the impact or the uncertainty of inflation, of tariffs, of the war, or rather not, you know, the the shortened war in Iran, uh what we've seen is investors really take on this risk, this willingness to jump into that mag 7, especially after that low uh in April following President Trump's liberation day. And really now we've seen those investments pay off with both Nvidia, Meta hitting an all-time high, Microsoft hitting just just a hint away from intraday highs on Monday during uh during Monday's trading session. But we've also seen this riskier uh investments as well in things like Bitcoin, uh traditionally seen as maybe perhaps a safe haven amidst all this noise, but certainly lots of momentum behind the mag 7 as that AI revolution really is just getting underway. Ally, we're not leaving this block without me getting your thoughts on penny stocks. Look, this just has retail traders all over it, right? And Brian, you can look at some of the best performing stocks of this year. Palantir, Super Microcomputer. Super Microcomputer was the most heavily shorted stock in April. It wasn't too long ago that Palantir was trading at as a meme stock. And now we see two of those uh stocks as the best performers here. So we're in this momentum chasing market. This suggests potentially some frothiness, but I think we will see this speculative trading, unprofitable tech continue throughout this summer. But you know, I I wonder sometimes if it's because these retail traders are younger, they don't remember a time when we've seen some significant downturns that last in this market, even the Covid pandemic. We had a V-shaped recovery, this bounce back pretty quickly. So they didn't suffer as much. So again, something to continue to keep your eye on, but strategists continue to say focus on those high quality tech names, and like Brook was alluding to, that's your Nvidias and Metas of the world. I'll leave it on this, uh and this comes from an old person in me. Just because a stock is priced at 50 cents doesn't mean it's cheap. We'll leave it there. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 hours ago
- Yahoo
Better Growth Buy: Eli Lilly vs. Viking Therapeutics
Eli Lilly is a leader in the weight loss drug market, generating blockbuster revenue. Viking Therapeutics recently launched a phase 3 trial for its weight loss candidate -- and could have a promising future in the market. 10 stocks we like better than Eli Lilly › Though you may think "tech stocks" when someone mentions growth, you actually can find growth stocks throughout a wide variety of industries. Even those like pharmaceuticals, often known for the steadiness of their earnings, may, through certain specialty areas, offer you the opportunity for explosive growth. And today, the perfect example is weight loss drugs. Today's $28 billion weight loss drug market is on track to reach nearly $100 billion by 2030, according to Goldman Sachs Research, offering companies in the space an extremely solid opportunity over the next several years and likely beyond. Two names that have been making headlines in this field are Eli Lilly (NYSE: LLY) and Viking Therapeutics (NASDAQ: VKTX). The former is a current leader, already selling two blockbuster drugs prescribed for weight loss, and the latter is an up-and-coming player, with a candidate in late-stage trials. Which is the better growth buy today? Let's find out. Eli Lilly shares weight loss drug market leadership with fellow big pharma player Novo Nordisk. They each commercialize two drugs prescribed to people aiming to lose weight and have brought in billions of dollars in annual revenue. Here, I'll focus on Lilly. The company's drugs, Mounjaro and Zepbound, are actually the same compound, tirzepatide. But it's sold under the name Mounjaro for type 2 diabetes and under the name Zepbound for weight loss. The drug acts by stimulating hormonal pathways involved in the control of blood sugar levels and appetite. Thanks to the efficacy of tirzepatide, demand has soared, even surpassing supply until Lilly expanded its production capacity. But Lilly isn't sitting still in the area of weight loss. The company also is developing other drug candidates that may improve upon tirzepatide. The closest to market right now is orforglipron, Lilly's oral candidate for weight loss that recently delivered positive phase 3 trial results. If approved, it would be the only oral weight loss drug of its class that doesn't require strict food and water restrictions. Lilly aims on applying for regulatory review by the end of this year. All of this could result in more growth for Lilly this year and well into the future. Viking Therapeutics is a biotech company specializing in metabolic conditions, and it's made great progress with its obesity drug candidate, VK2735. The potential drug, in subcutaneous form, recently entered a phase 3 trial, and an oral form is involved in a phase 2 trial. These candidates are in the same class as tirzepatide, so work in the same way. Investors have shown their excitement about Viking's program in the past: When the company reported positive phase 2 data for the subcutaneous VK2735 last year, the stock soared more than 120% in one trading session. The stock hasn't maintained those gains, but the movement shows that investors are interested in the program -- and more good news ahead could boost the stock again. Now you might wonder why investors are so excited about Viking if there already are other successful weight loss drugs on the market -- and Lilly even is likely to reach commercialization with an oral weight loss drug ahead of Viking. This is because demand is high, and this is set to continue, so there is plenty of room for more than a couple of companies to succeed in the space. Investors also have speculated about the idea of a big pharma company acquiring Viking to get in on this high growth market. Lilly has the first-to-market advantage, is closer to the finish line with an oral candidate, and already is generating major revenue from its weight loss portfolio. Viking, if successful through clinical trials, could carve out market share and deliver major revenue growth down the road -- or the company could be acquired, offering investors another way to potentially gain. Each company offers certain advantages. Now let's answer our question. If all goes well for Viking, it could represent the better growth buy as, starting from zero product revenue today, this player could see revenue soar if and when it brings a weight loss drug to market. And we've seen that Viking's stock price is very reactive to news, meaning the stock could skyrocket in such a scenario. But, if you go the Viking route, you should be comfortable with risk as uncertainty remains: The company hasn't yet reached the finish line with a product. If you're more of a cautious investor, though, don't worry. You may opt for Lilly as, even though it's climbed 140% over the past three years, it still could have plenty of room to run over the long term thanks to this weight loss drug growth story. Before you buy stock in Eli Lilly, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Eli Lilly wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group. The Motley Fool recommends Novo Nordisk and Viking Therapeutics. The Motley Fool has a disclosure policy. Better Growth Buy: Eli Lilly vs. Viking Therapeutics was originally published by The Motley Fool
