undefined | Here are Monday's biggest analyst calls: Nvidia, Apple, Netflix, Carnival, Expedia, CrowdStrike, Meta, Seagate & more

Here are Monday’s most significant analyst calls, highlighting a mix of upgrades, initiations and reiterations across sectors. UBS upgraded Adecoagro to “Buy,” citing its fertilizer business as a beneficiary of the Middle‑East conflict, while HSBC moved Carnival to “Buy,” arguing the stock is undervalued despite fuel‑related risks. Oppenheimer stuck with Nvidia and Broadcom, maintaining bullish views on those AI‑driven semiconductor names. Needham reiterated Netflix as a “Buy,” pointing to a recent price rebound after a sharp dip, and Citizens upgraded Live Nation to “outperform,” emphasizing its diversified revenue streams from live‑experience demand.

Tech and AI‑focused recommendations dominated the day. Wolfe upgraded CrowdStrike to “Outperform,” noting the upcoming Anthropic model could spur a cyber‑security spending surge. Morgan Stanley kept Meta overweight, lowering its price target but still viewing the stock as a top idea amid mixed sentiment on generative AI and advertising outlooks. JPMorgan initiated Seagate as “Overweight,” citing pricing tailwinds and strong demand from hyperscaler capex plans. Deutsche Bank upgraded both Colgate‑Palmolive and Celsius Holdings to “Buy,” seeing durable franchise value and growth potential in the energy‑drink segment. Needham added TSS to its coverage as a “Buy,” positioning the data‑analytics firm as an “AI gold‑rush” beneficiary.

Other notable calls spanned biotech, consumer and industrial stocks. BMO initiated CBIZ as “Outperform,” Bank of America started coverage of ProPetro Holding with a “Buy,” and Melius reiterated Apple as a “Buy,” highlighting strong free‑cash‑flow and upcoming product rollouts. Jefferies launched several new positions, including Vor Biopharma, Guardian Pharmacy Services and upgrades to Expedia and Instacart, emphasizing fundamentals over fear and AI‑driven growth opportunities. Overall, analysts remain cautiously optimistic, with many seeing upside catalysts in AI, supply‑chain resilience and consumer demand that could drive future market performance.

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#nvidia #apple #netflix #carnival #crowdstrike

undefined | Stocks making the biggest moves premarket: Sysco, CrowdStrike, Alcoa & more

**Stocks Leading the Premarket Action**
The pre‑market session highlighted a mix of sharp declines and strong gains across several sectors. Sysco, the wholesale food distributor, slid 4.5 % after announcing a $29.1 billion acquisition of Jetro Restaurant Depot, which the company said would be “immediately accretive” and close in its fiscal third quarter of 2027. Avis saw its shares tumble more than 9 % following a massive 48 % rally the week before; investors appeared to be taking profits after the rental firm benefited from heightened travel demand caused by a Department of Homeland Security funding impasse at U.S. airports.

**Materials, Cybersecurity and Defense Winners**
Alcoa rallied over 9 % as aluminum prices rose more than 4.5 % after Iranian missile strikes disrupted critical infrastructure in the Middle East, boosting expectations for higher metal prices. Cybersecurity leader CrowdStrike gained roughly 2.5 % after Wolfe Research upgraded the stock to “outperform,” citing increasing cyber risks linked to artificial‑intelligence technologies, while Morgan Stanley named it a top pick despite a 21 % decline in 2026 on earlier AI‑related concerns. Defense contractor Leidos added about 2.5 % after completing its $2.4 billion acquisition of Entrust, a move aimed at expanding its footprint in the energy‑infrastructure market and meeting rising power‑sector demand.

**Tech Platforms and Memory Chip Rebound**
Trading platforms Robinhood and Coinbase each rose more than 2 % as cryptocurrency prices recovered, with Bitcoin up 2.5 % and back above $67,000. Expedia saw a 2.5 % gain after Jefferies upgraded the online travel company to a buy rating, citing strong earnings growth despite AI‑related worries and travel‑demand headwinds from the Middle East conflict. Memory‑chip stocks—including SanDisk, Seagate Technology and Micron—rebounded about 2 % following a brief sell‑off triggered by Google research that had investors fearing a slowdown in chip demand.

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#sysco #alcoa #crowdstrike #leidos #robinhood

CrowdStrike and Intel team up to secure AI PCs before attackers catch up

https://fed.brid.gy/r/https://nerds.xyz/2026/03/crowdstrike-intel-ai-pc-security/

@7666 @[email protected] @[email protected] @[email protected] +9001%

Anything else is criminal incompetence.

• Also Garbage like #CrowdStrike is literally #malware!

Perplexity (@perplexity_ai)

엔터프라이즈 플랜에서 Comet이 CrowdStrike의 Falcon 플랫폼과 통합되어 보안 계층을 추가합니다. 이 통합은 의심스러운 파일과 링크를 탐지·차단해 피싱 및 악성코드로부터 보호하도록 설계되었습니다.

https://x.com/perplexity_ai/status/2033947356551647356

#comet #crowdstrike #security #integration #falcon

CrowdStrike and NVIDIA want to lock down AI agents before they go rogue

https://fed.brid.gy/r/https://nerds.xyz/2026/03/crowdstrike-nvidia-secure-ai-agents/

[en] Cloud outages: "#Concentration is the real risk" - Prof Doug #Jacobson

For example, #DNS ... has quietly become a single point of failure ... DNS is not alone.

#Cloud outages are getting more #expensive. "#Centralization magnifies these costs."

"... concentration means that a single configuration error, routing issue or attack can ripple across much of the web."

https://theconversation.com/why-cloud-service-outages-ripple-across-the-internet-and-the-economy-272241

#cybersecurity #spof #outage #crowdstrike #iastate

Die zerbrechlichen Ketten der Bequemlichkeit

Ein Plädoyer für die digitale Emanzipation Europas

Wir haben unsere digitale Freiheit gegen Komfort eingetauscht. Microsoft, Amazon, Google und Meta bestimmen, wie wir kommunizieren, arbeiten und denken. Der CrowdStrike-Schock war kein Unglück, er war eine Ansage. Es ist Zeit, die Ketten zu sprengen. Ein Plädoyer für die digitale Emanzipation Europas. [Mehr lesen...]

christin-loehner.de/blog/die-z…

#DigitaleSouveränität #DigitalSovereignty #Linux #OpenSource #FOSS #FreieSoftware #Datenschutz #Privacy #BigTech #FuckBigTech #DeGoogle #DeleteGoogle #DeleteFacebook #BoycottAmazon #BoycottMicrosoft #BoycottApple #Überwachungskapitalismus #SurveillanceCapitalism #Fediverse #Mastodon #Dezentralisierung #Decentralization #PublicMoneyPublicCode #ÖffentlichesGeld #RightToRepair #Fairphone #Framework #SelfHosted #Nextcloud #Signal #Tor #VPN #CrowdStrike #CloudAct #DSGVO #GDPR #Hetzner #EuropeFirst #TechSovereignty #DigitalRights #DigitaleRechte #Netzpolitik #CCC #ChaosComputerClub #ByeByeElon #QuitX #LeaveX #SaveSocial #Ecosia #Startpage #uBlockOrigin #LibreWolf #Firefox #FediTips #EuropäischeWerte #EuropeanValues #TechEthics #Nachhaltigkeit #Sustainability #GeplantéObsoleszenz #PlannedObsolescence #KaufLokal #LocalFirst #Widerstand #DigitalResistance #PolitischeTech #TechForGood #KI #AI #OpenSourceAI #ZenDiS #PublicCode #Libre #GNU #Debian #Fedora #PopOS #ZorinOS #NixOS #AntiColonialism #DigitalerKolonialismus #Cloudflare #AWS #AzureAlternative #EUTech #MadeInEurope