Nvidia has been designated as a 'top pick' by BMO Capital Markets, which has begun its coverage of various semiconductor stocks.

BMO Capital Markets has initiated coverage of Alnylam Pharmaceuticals with an 'outperform' rating, citing the strength of its RNAi pipeline.

Dover Corporation received an upgrade from BMO Capital Markets, with analysts suggesting that the post-earnings stock drop was overdone.

BMO Capital has reduced its price target for McGraw Hill (MH), citing specific reasons for the adjustment in their financial outlook.

BMO Capital has increased its price target for Navan (NAVN) stock while maintaining a 'Buy' rating.

Kroger (KR) has delivered strong sales figures, but BMO Capital notes that the company experienced weaker margins during the period.

BMO Capital has lowered its price target for Sherwin-Williams (SHW), citing a challenging macroeconomic outlook.

BMO Capital Markets suggests the US Dollar is the most favorable investment in the current global economic environment characterized by high interest rates.

Bank of America and BMO Capital Markets have increased their price targets for Linde, driven by the company's strong prospects in the hydrogen and industrial gas sectors.

BMO Capital has adjusted its forecast for Eversource Energy (ES) downwards following the company's first-quarter update.

Investment banks BMO Capital and Keefe Bruyette have maintained their "Outperform" ratings for Check Point Software Technologies Ltd. and Dave Inc., signaling a continued positive outlook on their respective stock performances.

BMO Capital has reiterated its Outperform rating for TransAlta (TAC), signaling continued confidence in the company's stock performance.

BMO Capital has increased its price target for Alphabet (GOOGL) by $10, citing specific reasons for its more optimistic valuation of the tech giant.

BMO Capital has reportedly adjusted its stance on Global Net Lease (GNL) to 'Neutral,' while maintaining its price target at $10.

BMO Capital has assigned a Market Perform rating to Global Payments (GPN).

BMO Capital has reiterated its 'Outperform' rating for Eldorado Gold (EGO), suggesting that the gold mining company is expected to perform better than the broader market.

BMO Capital has reduced its price target for ADP to $234, attributing the adjustment to both cyclical and structural pressures affecting the company.

BMO Capital has raised its price target for Chevron (CVX), noting a broad range of potential outcomes for oil prices in its latest analysis.

BMO Capital has lowered its price target for Pilgrim’s Pride Corporation (PPC), attributing the reduction to rising feedstock and energy costs impacting the company.

BMO Capital has initiated coverage of Parker-Hannifin (PH) with an "Outperform" rating, labeling the company as "Best-in-Class."

BMO Capital has adjusted its stance on Emerson Electric (EMR), turning neutral on the stock despite the company's ongoing shift towards automation.

BMO Capital has reduced its price target for Apollo Global Management (APO) to $116.

BMO Capital has reduced its price target for BioNTech SE (BNTX) from $143 to $128.

BMO Capital has reiterated its "Buy" rating for B2Gold (BTG), indicating continued confidence in the company's stock performance.

BMO Capital Markets has significantly reduced its target price for Lithium Americas to $4.50, citing a 15% increase in capital expenditure inflation at the Thacker Pass project.

BMO Capital has reduced its price target on Cousins Properties Incorporated (CUZ) to $27 from $31, while maintaining an Outperform rating.

BMO Capital Markets has revised its valuation for Casey’s General Stores (CASY) in response to strengthening sales trends.

SSR Mining Inc. received an upgrade from BMO Capital Markets after successfully completing the sale of its Çöpler Mine for $1.5 billion, improving its financial outlook.

BMO Capital Markets predicts a 22% rise for cloud stock Okta, identifying it as an early beneficiary of the agentic artificial intelligence boom.

BMO Capital anticipates strong Q1 results for OKTA, Inc. (OKTA), despite general caution in the sector.

Strong profits in the US chicken market have led BMO Capital to raise its target price for Pilgrim's Pride (PPC).

Analysts on Wall Street issued their biggest calls on Tuesday, covering stocks such as Nvidia, Broadcom, Qualcomm, Booking Holdings, and Blue Owl.

BMO Capital has raised its price target for CSX, anticipating a continued recovery in freight volumes.

BMO Capital has reaffirmed its Outperform rating and $950 price target for Equinix (EQIX), citing the company's strong operational performance.

Several financial institutions have updated their price targets and ratings for various companies, including Centene, Unity Software, Block, Zillow, DraftKings, Instacart, CoStar, and Occidental Petroleum.

Bank of Montreal's capital markets division continues to demonstrate robust performance, contributing significantly to the institution's overall financial results and investment banking activity.

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Stephanie Roth, Chief Economist at Wolfe…

BMO Capital Markets has reinstated its coverage of Global Net Lease stock, assigning it an "outperform" rating.

BMO Capital Markets has been identified as the leading financial advisor for mergers and acquisitions in the mining sector during the first half of 2026.

RXO's shares have doubled in 2026, and BMO Capital Markets predicts further advancement for the trucking company due to strong earnings amid a tightening market.

BMO Capital has reiterated its 'Buy' rating on Amazon.com (AMZN) stock, signaling continued confidence in the e-commerce and cloud computing giant's financial performance and future prospects.

BMO Capital has raised its price target for Park Hotels & Resorts (PK) to $14, anticipating potential upside in the second quarter.

Morgan Stanley and BMO Capital have both raised their price targets for Jefferies Financial (JEF) in anticipation of the company's upcoming second-quarter results.

BMO Capital has reiterated its 'Outperform' rating for CMS Energy (CMS), signaling continued confidence in the company.

Following recent earnings reports, various financial analysts have updated their price targets for several companies, now including Seagate, in addition to Dell, Travelers, Carnival, Target, ConocoPhillips, Apollo Global Management, Progressive, MongoDB, NetApp, and Aflac. These adjustments reflect new outlooks on company performance and market conditions.

Following the Sapphire 2026 Conference, BMO Capital has reaffirmed its 'Outperform' rating for SAP, signaling continued confidence in the software company.

BMO Capital analysts suggest that Prologis (PLD) is well-positioned to benefit from the increasing demand for data centers, impacting its market outlook.

BMO Capital has maintained its bullish stance on Linde (LIN), while RBC Capital Markets suggests there is room for upside in the company's guidance.

BMO Capital has identified and highlighted a significant hyperscaler opportunity for Black Hills (BKH).

BMO Capital Markets has taken the lead in providing financial advice for mergers and acquisitions within the mining sector during the first quarter of 2026.

BMO Capital has raised its price target for Xcel Energy (XEL) shares to $94, reflecting an optimistic outlook for the energy company.

BMO Capital has increased its price target for Duke Energy, providing reasons for the upward revision.

BMO Capital has reiterated its "Hold" rating on Novo Nordisk (NVO) shares.

BMO Capital anticipates that AMETEK (AME) will rebound after its underperformance in 2025, suggesting a positive outlook for the company.

Wall Street analysts are expressing a bullish sentiment towards Americas Gold and Silver, with BMO Capital Markets specifically forecasting a significant re-rating for the company's stock.

BMO Capital has reduced its price target for Blue Owl Capital Inc. (OWL) from $15 to $11, explaining the rationale behind the downgrade.

BMO Capital has begun its coverage of Honeywell (HON) stock, providing its initial assessment and outlook for the company.

BMO Capital Markets has upgraded ICON plc to an Outperform rating, citing a valuation disconnect for the contract research organization.

BMO Capital has adjusted its price target for FedEx, raising it from $400 to $410, reflecting an updated assessment of the company's financial prospects.

BMO Capital Markets has reduced its price target for The Progressive Corporation (PGR) as the outlook for pricing in the insurance sector softens.

B. Riley and BMO Capital have both raised their price targets for Century Aluminum Company (CENX), indicating a positive outlook for the company's stock.

BMO Capital has raised its price target for Nucor (NUE) to $196, attributing the increase to the company's expansion of its mill in South Carolina.

CIBC and BMO Capital have both increased their price targets for The Toronto-Dominion Bank (TD), reflecting a positive outlook on the company's stock.

BMO Capital and Needham have both lowered their price targets for CoStar Group (CSGP), reflecting revised expectations for the real estate information and analytics provider.

BMO Capital has raised its target for LyondellBasell (LYB) to $38 but suggests that a potential dividend cut by the company might not be sufficient to address its financial challenges.

BMO Capital has lowered its price target for Newmont Corporation (NEM) but continues to maintain an Outperform rating on the stock.

BMO Capital has reduced its price target for Moody's (MCO) as sector valuations experience compression.

BMO Capital has raised its price target for Linde (LIN) stock in anticipation of the company's upcoming 2026 outlook.

Several financial institutions have updated their price targets for a range of companies, including CytomX Therapeutics, Upwork, Coursera, Tripadvisor, and The Wendy's Company, while maintaining various ratings.

BMO Capital has begun coverage on ten stocks with bullish ratings, highlighting Nvidia and Micron as key picks, signaling positive outlooks for these companies.

Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, and Stephanie Roth, Chief Economist at Wolfe Research, join Scarlet Fu on "Bloomberg Real Yield." US Treasuries fell a day after the…

BMO Capital Markets senior analysts view the USDA's decision to lift the year-long ban on Mexican live cattle imports as a 'clear positive' for two struggling meatpacking companies.

BMO Capital has started coverage of Intuitive Surgical (ISRG) with an Outperform rating.

BMO Capital has upgraded American Homes (AMH) to Outperform, and Scotiabank has also upgraded BXP (BXP) to Outperform. These upgrades indicate a more positive outlook from the respective financial institutions on these real estate companies.

Several financial institutions, including Truist, BMO Capital, Argus, JPMorgan, BofA, and HSBC, have reduced their price targets for various major companies such as Edison International, Alamos Gold, Ulta Beauty, Accenture, PDD Holdings, and Danaher Corporation.

BMO Capital and Morgan Stanley have presented contrasting analyses and outlooks on Healthpeak Properties (DOC).

BMO Capital has increased its year-end S&P 500 target to 7,850, projecting an 8% rise for the benchmark index, driven by what it describes as 'unprecedented' earnings growth.

BMO Capital has increased its price target for Navan, citing the company's strategic investments in AI and its growth in client acquisition as key factors.

BMO Capital has increased its price target for KinderCare Learning (KLC), signaling a positive outlook for the company's stock.

BMO Capital has maintained a 'Hold' rating on The Progressive Corporation (PGR), indicating a neutral stance on the insurance company's stock.

Several financial institutions, including Morgan Stanley, Argus, and BMO Capital, have increased their price targets for Arista Networks (ANET), Booking Holdings (BKNG), and Welltower (WELL) stocks. These adjustments reflect updated analyst expectations for the companies' future performance.

BMO Capital is touting Lithium Argentina (LAR) for its significant cost advantage in the production of lithium, making it an attractive prospect in the market.

BMO Capital and Roth Capital have both increased their target price for Travelers (TRV) stock, following the company's strong performance in its first-quarter earnings report.

The price target for Expand Energy (EXE) has been cut by $5, though its 'Outperform' rating remains unchanged.

HealthEquity shares saw gains after BMO Capital Markets upgraded the company's stock, citing a positive long-term growth outlook.

BMO Capital Markets has upgraded Northern Trust to Outperform, citing the company's focus on wealth management as a positive indicator for future earnings.

BMO Capital has revised its estimates for Archer-Daniels-Midland (ADM), noting a recovery in the company's margins during March. This adjustment reflects an improved financial outlook for ADM.

BMO Capital has begun its coverage of Dover (DOV), noting the company's strong margin performance and exposure to growth opportunities.

BMO Capital has reduced its price target for Blackstone (BX) to $126, while maintaining an 'Outperform' rating on the investment firm's stock.

JPMorgan has reduced its price target for Zai Lab Limited (ZLAB) from $39 to $32.

BMO Capital has increased its price target for EQT Corporation shares from $68 to $76.

BMO Capital has lowered its price target for Eversource Energy (ES), a decision made in response to a recent Return on Equity (ROE) ruling.

BMO Capital has revised its price target for Accenture, lowering it from $300 to $230.

BMO Capital Markets views Costco Wholesale Corporation (COST) as a reliable investment choice within the currently volatile retail sector.

CES Energy has received a downgrade from BMO Capital Markets, with analysts citing that the upside potential is already factored into the company's valuation.

Okta is in focus after BMO Capital Markets upgraded its rating and raised its price target, citing the company's 'revenue growth durability'.

BMO Capital Markets believes that ramping Middle East tensions could boost this stock's pricing power.

Cenovus Energy's stock rating was downgraded by Veritas, coming shortly after a positive assessment from BMO Capital Markets.

BMO Capital has revised its forecast for Robert Half (RHI) after observing a slowdown in the company's profit recovery.

BMO Capital analysts project further growth for Union Pacific (UNP) stock, citing the ongoing recovery in the freight transportation sector.

BMO Capital has raised its target for Chubb (CB), indicating potential for earnings growth for the insurance company.

Bloomberg/Getty Images Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania. One lender said the lack of interest was due to CoreWeave's creditworthiness. AI data center investments face financing challenges due to concerns about credit risk. Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. An executive who arranges debt for major data center deals told Business Insider that the lack of interest in the Lancaster project was due to growing caution among lenders and investors about taking on sizable exposures to AI players with less-than-sterling credit. CoreWeave has a below-investment-grade rating of B+, according to S&P Global Ratings. "We saw it. We passed," a senior executive at a large specialty lender told Business Insider. The financing executive and the lender did not want to be identified because they were speaking about an industry name they may seek to do business with. A spokesman for Blue Owl said that the company had "considered" third-party financing for the Lancaster project "as we would with any transaction as we explore alternatives before choosing the most attractive path forward." The spokesman added that the project, which he said is already under construction, "is fully funded, on time, and on budget." It is unclear whether Blue Owl has been funding construction entirely from its own capital. If Blue Owl is unable to raise debt for the Lancaster development, it could be on the hook for a potentially huge outlay of cash to pay for the data center's construction. The situation shows the complications and risks involved in financing the massive buildout of infrastructure for AI computing. Brennan Hawken, an equity analyst at BMO Capital Markets who covers Blue Owl, said that difficulties to raise debt for the Lancaster project would raise concern. "I'm not familiar with this deal, but if there is a struggle to find the debt financing, that's a bit of a red flag that I would want to drill into," Hawken said. Business Insider previously reported that major banks had recent difficulty selling off pieces of $38 billion of debt to finance the construction of two data center campuses that will be anchored by Oracle. Banks often sell pieces of such large commitments to other lenders to spread risk and also reap a quick profit. The slowdown in interest in participating in that financing was due to worries about Oracle's enormous AI spending and whether the tech company's credit rating could be impacted by those outlays. Oracle has since sought to calm the lending market, announcing that it would raise up to $50 billion of cash from stock and bond offerings in order to "maintain a solid investment-grade balance sheet." One of the boom's most creative financiers Last summer, CoreWeave announced it would lease 100 megawatts of initial capacity at the Lancaster data center and potentially expand its commitment to 300 megawatts. The company said it would pour up to $6 billion into the project to equip it with chips and other cloud infrastructure. A month later, in August, Chirisa Technology Parks announced it would partner with Blue Owl and Machine Investment Group to develop the project. The partnership said it would provide $4 billion of funding, an amount separate from CoreWeave's investment, to support the construction of the project's data center facilities. In the fall, Blue Owl began shopping the development to potential lenders, a person familiar with that effort said. Blue Owl has been one of the most creative financial architects of the data center building boom. Last year, it structured a deal to partner with Meta in the ownership of a large data center campus that Meta will build and operate in Louisiana. Blue Owl utilized Meta's strong credit to raise $27.3 billion of investment-grade corporate bonds against its share of the project's equity, proceeds that will be used to help pay for construction, according to S&P. Blue Owl could arrange a similar type of vehicle that could attempt to tap the credit of an investment-grade customer of CoreWeave's who might use the Lancaster facility or Nvidia, the chipmaker that has purchased large stakes in CoreWeave. It could also potentially raise cash for construction debt by tapping large institutional investor clients to pool together a loan, Hawken said. Much of the development of hyperscale data center campuses has sought to utilize the strong credit ratings and deep pockets of big-tech partners. Fluidstack, a peer of CoreWeave's, announced a deal last year to lease a 168-megawatt data center in Colorado City, Texas, which will be built by the crypto mining firm Cipher. Google, Fluidstack's tenant for the project, said it would guarantee about half of the $3 billion due under the 10-year lease. Fluidstack signed another similar-sized lease in December with the data center builder TeraWulf that will also provide "investment-grade credit support." Read the original article on Business Insider