Apple, Nvidia, Ralph Lauren, Amazon

Here are Monday’s biggest calls on Wall Street: UBS reiterates Apple as buy UBS said that its survey checks show a “modest downtick” in iPhone demand. “Key takeaways from the survey pertaining to Apple are: 1) China iPhone purchase intent was up ~ 600 bps YoY, reaching its highest level in six years suggesting the … Read more

Goldman's ways to play deglobalization, onshoring trend fueled by pandemic and Ukraine war

Goldman Sachs strategists say companies that are reducing their global exposure or benefit from onshoring are outperforming so far this year.