In episode 52, Michelle examines Nvidia's stock outlook after Morgan Stanley raises its price target, exploring implications for investors. She also discusses Jefferies' concerns about Apple's iPhone 16e demand in China and potential market challenges. The episode covers economic expectations from China's "Two Sessions" meeting and possible policy shifts. Michelle reviews Aramco's financial performance and 2024 dividend report, providing a detailed company outlook. She concludes with closing remarks and invites listeners to follow The Wall Street Daily Brief for ongoing financial insights and updates.
(0:00) Nvidia's stock outlook and Morgan Stanley's price target increase
(1:42) Jefferies' warning on Apple's iPhone 16e demand in China
(2:55) Economic expectations from China's "Two Sessions" parliamentary meeting
(4:37) Aramco's financial performance and dividend report for 2024
(6:31) Closing remarks and call to follow the podcast