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Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Mariott International, Merck, Novo Nordisk, Okta, and More
24/7 Wall St.38d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Mariott International, Merck, Novo Nordisk, Okta, and More

With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.

Lattice Semiconductor, Allegro MicroSystems, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know
StockStory56d agobearish
Lattice Semiconductor, Allegro MicroSystems, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Monolithic Power Systems (MPWR) Stock Gets An AI Boost From IBM Spending Signals
Simply Wall St.64d agoneutral
Monolithic Power Systems (MPWR) Stock Gets An AI Boost From IBM Spending Signals

IBM's CEO recently highlighted stronger enterprise spending on AI infrastructure, including servers, storage, and memory. This commentary supports growing demand expectations for AI hardware, a key end market for Monolithic Power Systems (NasdaqGS:MPWR). A softer-than-expected inflation report has added to broader optimism around semiconductor companies tied to AI themes. Monolithic Power Systems, or MPWR, designs and supplies power solutions used in data centers, automotive systems,...

US Stock Market Today: S&P 500 Futures Slip As Factory Data Signals Cooling Economy
Simply Wall St.94d agoneutral
US Stock Market Today: S&P 500 Futures Slip As Factory Data Signals Cooling Economy

The Morning Bull - US Market Morning Update Wednesday, Jun, 17 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly softer while Nasdaq 100 futures edge up, as investors weigh a steady US 10 year yield near 4.47% against soft factory data. The 4.47% yield matters because it anchors mortgage costs and business borrowing, so a stable reading suggests no fresh rate shock ahead of the upcoming Federal Reserve meeting. At the same time, US industrial output for May grew...