
Here are Friday's biggest analyst calls: Tesla, Nvidia, Robinhood, Microsoft, Deere, Amazon, McDonald's & more

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Yahoo
39 minutes ago
- Yahoo
Uncertainty is the new certainty: That's why investors are unbothered by Trump's ongoing tariff chaos
President Trump's latest tariff salvo—threatening 10%-70% levies on non-deal countries and an extra 10% for BRICs—would once have rattled markets. Instead, the S&P 500 now sits at a record high (6,279.35), with volatility muted and the VIX 'fear' index dormant. Analysts say investors now treat policy chaos as background noise; uncertainty is simply the new certainty. President Trump said last night he will begin sending letters to the various countries that did not sign trade deals with the U.S. since April, imposing tariffs upon them of 10%-70%. He also said he would punish any country aligned with the BRICs group (that's Brazil, Russia, India, and China) with an extra 10% tariff. The new deadline for these tariffs to take effect will be August 1. All of this would normally create a great deal of uncertainty in the markets, leading to dramatic selloffs and high volatility. Indeed, we saw that happen in April when Trump first proposed his new tariff levels. Markets plunged. Yet today, the markets will open in New York with the S&P sitting at a new record high. The VIX 'fear' index is asleep. Why are investors so unbothered by Trump's tariff chaos? As Fortune noted recently, everyone expected Trump's policies to damage the U.S. and global economies, but that damage has yet to appear. Some analysts are starting to conclude that investors have become inured to them, and regard all this uncertainty as the new normal. Uncertainty is the new certainty, in other words. An example of that? The Bloomberg Trade Policy Uncertainty Index has declined in recent days despite Trump's theatrics. Goldman Sachs published an interesting note recently titled, 'A Surprisingly Small Uncertainty Drag,' by Joseph Briggs and Sarah Dong. They argue that while the tariffs are a big deal in the U.S., whose consumers will be paying them, the exposure of the economies of the countries that trade with the U.S. is relatively small. Too small to derail global growth, they say. 'Trade policy uncertainty rose after President Trump's election but has recently pulled back according to standard indices. Our own and the Fed's statistical estimates (as well as economic theory) imply that the drag on growth from uncertainty peaks shortly after it first increases, implying that uncertainty should have already slowed global growth. There are very few signs that uncertainty is taking a toll on activity, however, as investment, manufacturing employment, spending, and overall activity have all held up globally in 2025H1,' the note said. At UBS, Paul Donovan noted that today's trade letters will actually push back further any negative impact they create: 'Allowing for some stockpiling ahead of Christmas, consumers may not experience the inflation spike from these taxes until January next year—assuming that Trump does not retreat again,' he told clients this morning. Here's a snapshot of the action before the opening bell in New York: S&P 500 futures were off 0.43% this morning, before the open. The S&P 500 index closed up 0.83% on Friday, hitting a new all-time high at 6,279.35. Bitcoin was above $109K. Japan's Nikkei 225 fell 0.56% this morning. China's CSI 300 fell 0.43%. Stoxx Europe 600 was flat in early trading. This story was originally featured on 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
39 minutes ago
- Yahoo
Goldman Sachs bets on generative AI and empowers ‘AI natives'
Good morning. Goldman Sachs, one of the world's leading investment banks, is paving the way for the next generation of finance leaders to shape the future of AI in the workplace. The bank hires about 2,500 to 3,000 interns each summer. For the 2025 internship class, Goldman received more than 360,000 applications—a 15% increase from last year, Fortune reported. With an acceptance rate of just 0.7% this year, the program is highly competitive and serves as a pipeline for permanent positions. Goldman has a strong sense of what young finance professionals want in an employer, including a focus on technology. In a new Fortune opinion piece, Marco Argenti, Goldman's chief information officer, argues that companies should empower young professionals with AI skills to help shape strategy. While some predict agentic AI—autonomous systems that can perform tasks and make independent decisions—will displace junior roles, Argenti says the reality is more nuanced. Early-career workers are more essential than ever because they are 'AI natives,' having grown up with generative AI and being uniquely equipped to adapt to and shape its future. 'Understanding how we nurture a generation of AI natives—and equip them with the right skills and tools to be leaders and not passive observers of this transformation—will be critical to defining the future of work, and society at large,' Argenti writes. He continues: 'Their instincts, creativity, and adaptability will determine how successfully we integrate AI into our organizations, not just as a tool but as a partner. The challenge ahead is beyond technological; it is cultural, educational, and distinctively human.' With every major technological shift, a new generation of leaders emerges, especially entrepreneurs whose fluency with AI is reshaping the business landscape. Argenti notes: 'Consider the CEOs of companies like Devin [AI], Windsurf, and Scale AI—all AI natives. Could one of them be the next Bill Gates or Michael Dell?' Goldman recently launched its GS AI Assistant, an internal AI program that enables employees to interact with large language models securely firewalled within the company, reducing the risk of sensitive data leaks. The AI will be used for efficiency gains, the company said in an internal memo, Fortune reported. Research shows that AI adoption among desk workers is accelerating. According to Salesforce's latest Slack Workforce Index, a survey of 5,000 global desk workers found that daily AI users are 64% more productive and 81% more satisfied with their jobs than non-users. More than 95% of workers have used AI to perform tasks they previously lacked the skills to do themselves, and workers are now 154% more likely to use AI agents to enhance their performance and creativity rather than simply automate tasks, according to the findings. Notably, millennials are emerging as the leading AI power users at work: 30% say they thoroughly understand AI agents, surpassing even Gen Z (22%). As AI continues to redefine the workplace, companies like Goldman Sachs highlight the potential benefits of empowering AI natives. Sheryl This story was originally featured on 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
2 hours ago
- Yahoo
Morgan Stanley Maintains a Buy Rating on LifeStance Health (LFST), Keeps the PT at $10
LifeStance Health Group, Inc. (NASDAQ:LFST) is one of the 13 Stocks Under $5 With High Upside Potential. On May 27, Morgan Stanley analyst Craig Hettenbach maintained a Buy rating on LifeStance Health Group, Inc. (NASDAQ:LFST), keeping the associated price target the same at $10. The analyst based the rating on the company's growth potential and strategic positioning, stating that LifeStance Health Group, Inc. (NASDAQ:LFST) is well-positioned to capitalize on the rising demand for outpatient mental health services. A close-up of a healthcare professional studying a computer screen with data while consulting with a patient. This trend is driven by reduced social stigma regarding seeking behavioral health care, along with a shift to in-network insurance coverage. According to the analyst, LifeStance Health Group, Inc. (NASDAQ:LFST) has a hybrid care model that mixes in-person and virtual visits, supporting this demand through increasing flexibility for both clinicians and patients. The analyst further reasoned that LifeStance Health Group, Inc. (NASDAQ:LFST) is focusing on long-term EBITDA margin expansion, and management is confident about its potential to attain 15%-20% margins, up from the current guidance of around 10% by 2025. Hettenbach expects various factors to drive this margin expansion, including center margins improvements, slower growth in general and administrative expenses relative to revenue, and the introduction of higher-margin services. LifeStance Health Group, Inc. (NASDAQ:LFST) provides outpatient mental health services, including psychological and neuropsychological testing, psychiatric evaluations and treatment, and individual, family, and group therapy. The company operates through a mental health platform and also offers virtual care via its online delivery platform, as well as in-person care at centers located in 32 US states. While we acknowledge the potential of LFST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.