KeyBanc put out a bullish earnings preview on Nvidia, noting the Blackwell chip delay would not impact results. Meanwhile, Piper Sandler upgraded Estee Lauder to overweight, citing noting the bear thesis on the stock has likely run its course. Check out the latest calls and chatter below. All times ET. 5:43 a.m.: Piper Sandler upgrades Estee Lauder Piper Sandler is turning more bullish on shares of Estee Lauder on the heels of its latest earnings report.
mountain NVDA year to date — Fred Imbert
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