Wall Street does not waste time and says which shares it really hates in the era of bruises of Trump rates.
It is difficult to accuse the rapid change in sentiment.
Markets scraped for another day of heavy sale on Friday. At the time of this letter, Dow Jones saw Industrial Average Futures (YM = F) 1,400 points when China returned with new rates of 34% on the US and added 11 companies to his unreliable list.
Large sale in top names such as Apple (AAPL), NVIDIA (NVDA) and Palantir (PLTR) remained.
“It is impossible to choose a stock,” I noticed a Wall Street -Sourage per e -mail.
Yahoo Finance searched the abundance of research notes of the Wall Street community of the last 48 hours to find a few less obvious names that Wall Street does not like after “Liberation Day”.
There were many to choose from, and many of them were clear (see Apple above). But we have the side of emphasizing less obvious names that may also have a direct connection with shares that you currently have.
The collective theme with these shares is that Trump's new rates can directly hammer the sale, profit and valuation multiples. The rates can also cause a recession.
Read more: How you can protect your money during economic unrest, volatility of the stock market
It is difficult to be bullish on an online market for home furnishings that sells products that are mainly produced China.
Arounian lowered his rating on Wayfair to neutral/high risk in a Friday morning note.
“We downgrade wayfair to neutral/high risk and lower our price target to $ 28 from $ 58 on the possible disturbance of mutual rates and increased macro insecurity to the end market for home goods,” said Arounian. “We continue to believe that management has done well to control what is under control (reducing the costs to support EBITDA growth, his fault to refinance) and we love the long-term fundamental opportunities for Wayfair to continue to take shares within the home goods and his conviction that his gene formed EBITDDADDA would be adapted in a lake. rate).
Mahaney defended his top 2025 Picks, Uber (Uber) and Amazon (Amzn), in a note on Friday.
