$ORCL

Here Monday's the biggest analyst calls: Nvidia, Apple, Tesla, Broadcom, Microsoft, IBM, Meta, Tyson Foods & more — via CNBC

$SMCI +12.9% — SUPERMICRO DELIVERS NVIDIA VERA RUBIN NVL4 END-TO-END BLUEPRINT FOR HPC AND AI

$SMCI AH $36.20 (+2.09%) — SUPERMICRO DELIVERS $NVDA VERA RUBIN NVL4 END-TO-END BLUEPRINT WITH NATIVE FP64 FOR CONVERGED HPC AND AI INFRASTRUCTURE

$HPE

ORACLE AWARDED US GOVERNMENT CONTRACT TO PROVIDE GOVERNMENT-WIDE HR SOFTWARE - REUTERS — VIA GNEWS

$HPE $NVDA

$ACN

$MSFT AH $372.19 (-0.47%) — MICROSOFT $37B AI RUN RATE POINTS TO 33% UPSIDE POTENTIAL

$IBM

IT'S EARLY BUT $INTC IS UNDER THE 21 EMA RIGHT NOW FOR THE FIRST TIME IN 2 MONTHS, NOT GOOD, SHORT TERM TREND SHIFT IF IT DOESN'T RECLAIM IT. INTEL CH

$SPGI — HOLD 📊 | 6 MONTHS THESIS

$V — AVOID 📊 | 6 MONTHS THESIS

$ORCL — AVOID 📊 | 6 MONTHS THESIS

$ORCL — HOLD 📊 | 6 MONTHS THESIS

$SOLV — WATCHLIST 📊

$V — AVOID 📊 | 6 MONTHS THESIS

$SMCI — ADD 📊

$T — HOLD 📊 | 6 MONTHS THESIS

$STE — BUY 📊

$MSFT — HOLD 📊 | 6 MONTHS THESIS

$SPGI — BUY 📊 | 6 MONTHS THESIS

$SPGI — BUY 📊 | 6 MONTHS THESIS

$STE — ADD 📊

$SPGI — BUY 📊 | 6 MONTHS THESIS

$NTAP — BUY 📊

$SPGI — WATCHLIST 📊 | 6 MONTHS THESIS

$MSFT — ADD 📊 | 6 MONTHS THESIS

$V — BUY 📊 | 6 MONTHS THESIS

$APO — AVOID 📊