Benzinga Bulls and Bears: Sunrun, Newegg, Walmart and Powell offers tariff Cut Hope Benzinga Bulls and Bears: Sunrun, Neewegg, Walmart – and Powell offers tariff Cut Hope – Alibaba GR HLDGS (NYSE: Baba)

Benzinga investigated the prospects for the favorite shares of many investors in the past week – here is a look at some of our top stories.

Markets were sharp this week after the chairman of the Federal Reserve Jerome Powell‘s Dovish signals on the Jackson Hole symposium. The S&P 500 and Dow quoted record highs when Powell hinted at possible tariff reductions in the midst of rising employment risks. Tech, small-cap shares and crypto rose, while treasury yields and the US dollar fell.

Cryptocurrencies benefited greatly from renewed optimism. Bitcoin BTC/USD Rog more than 4%, Ethereum rose by 14%and other Altcoins also achieved significant profits, which is a reflection of renewed investors hunger by risk provisions under the enlightening of policy expectations.

Looking ahead to the last full week of the month, the attention is shifting to how markets will respond Post -Jackson Hole. Predictors expect that forex – volatility – especially in the US dollar, euros, pounds and gold – as traders in the prize in potential FED soups and waiting for further economic data.

Benzinga offers daily reports about the shares that are most popular with investors. Here are a few of the most bullish and bearish messages last week that are worth a new look.

Bull

“Sunrun ready to win market share, because policy shifts increase its solar model: analyst”Through Anusuya Lahirireport that Sunrun Inc. Run was upgraded to perform better by RBC Capital’s Christopher DendrinosIt raised his price objective to $ 16, referring to a newly clarified US Treasury policy that strengthens the visibility of demand and positions Sunrun to win market share through his external ownership model. Dendrinos predicts around 139,000 new customers in 2026-20% on annual base growth and projects that generate cash generation from $ 308 million in 2025 to $ 550 million in 2026, which implies a 15% cash generation return at its target price.

“Neewegg Commerce Stock affects 52 weeks high: what drives the momentum”Through Adam Eckertreport that Newegg Commerce Inc. awe Shares flower-bijna 260% in just one month and reaching fresh 52-week highs-driven by a strong momentum score, raised trade volumes, an increasing triangular card pattern, heavy interest rate interest in the middle of 12% short interest rates, and a July sharing sale program that continues to feed the speculative enthusiasm.

“The new AI model of Deepseek wraps itself in Chinese technology and EV shares when Nvidia withdraws”Through Adam Eckertreport that DeepThe release of a upgraded V3.1 AI model optimized for domestic Chinese chips ignited an increase in Chinese technology and EV shares -including Alibaba Baba” Baidu Start” PDD Holdings PDD” NIO NIO” Li car LiAnd Xpeng XP -While investors embraced the momentum to AI self -supply while Nvidia NVDA Began the only China H20 chip output.

For extra bullish calls from the past week, view the following:

Nebius Vaults 200% versus CoreWeave: the AI ​​trading that defies logic?

NIO shares moves higher on Thursday: what drives the promotion?

Tiktok parent Bytedance focuses on Alibaba, Deepseek with a new open-source AI model

The bears

“Walmart Stock Tumbles: CEO warns rates increase costs”Through Erica Kollmannreport that Walmart Inc. WMT Shares decreased after the retail giant had missed his first profit estimate in three years. Places of adapted profit per share of $ 0.68 versus the $ 0.73 expected 4.8% on an annual basis for sales growth to $ 177.4 billion; CEO Doug McMillon Warned that the rates have gradually increased the costs every week and, although the company has included a lot of the impact so far, it is expected that this pressure will continue to the third and fourth quarter, which makes future prices and discretionary expenditures among customers with a lower and middle income possible.

“Just like Eli Lilly, disappointments of Viking Therapeutics’ oral weight loss drugs, Stock tanks”Through Vandana Singhreport that Viking Therapeutics Inc. VKTX Saw the stock diving after his experimental oral obesity medication, VK2735, showed statistically significant weight loss up to 12.2% for 13 weeks but the enthusiasm of investors was moistened by high stopping percentages and side effects, which resulted in a sharp pre-market slide.

“Wall Street -Bugels for Technical Breeding: ‘Ramp’ QQQ options tell the story”Through Piero CingariReports that traders are increasingly buying deep out-of-the-money put options Invesco QQQ Trust Series 1 (QQQ) -With increased “put Skew” nearly three-year highlights-what the growing fear of a collapse of the technical sector indicates instead of a shallow withdrawal, in particular around the strike of $ 515 near QQQ’s 200-day advancing average as an important downward level.

For more Bearish Takes, make sure you see these messages:

Carvana shares slide on Wednesday: What drives the promotion?

Coty shares now affect 52 weeks of lows: this is why

Tech Stocks Eye Third Day of Losing, Walmart Sinks: What is moving markets Thursday?

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Image made with artificial intelligence via Midjourney.