Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Micron, Pershing Square, Dell, Occidental & more

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Here are Tuesday’s biggest calls on Wall Street: UBS upgrades Vipshop to buy from neutral UBS said the Chinese e-commerce company has earnings resilience. “Amid still muted consumption and intense e-commerce competition, we think Vipshop’s (VIPS) near-term growth will remain under pressure. However, we flag more attractive earnings quality and shareholder returns.” JPMorgan initiates Seaport …

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Senate Democrats send DHS counteroffer to Trump as shutdown drags on

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Sen. Minority Leader Charles Schumer, D-N.Y., speaks to the media as Cabinet officials deliver congressional briefings on Iran at the Capitol in Washington, March 3, 2026. Heather Diehl | Getty Images Congressional Democrats sent a new counteroffer to the White House to reopen the Department of Homeland Security, a person familiar with the negotiations told …

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U.S. counterterrorism director Joe Kent resigns over war: ‘Iran posed no imminent threat’

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Joe Kent, director of the National Counterterrorism Center, testifies during the House Homeland Security Committee hearing titled “Worldwide Threats to the Homeland,” in Cannon building on Wednesday, December 11, 2025. Tom Williams | Cq-roll Call, Inc. | Getty Images National Counterterrorism Center Director Joe Kent on Tuesday announced he will resign in response to the …

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Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO

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Defense Department CTO Emil Michael on Thursday said Anthropic’s Claude artificial intelligence models would “pollute” the agency’s supply chain because they have “a different policy preference” that is baked in. “We can’t have a company that has a different policy preference that is baked into the model through its constitution, its soul, its policy preferences, …

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Anthropic sues Trump administration over Pentagon blacklist

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U.S. President Donald Trump, Secretary of Defense Pete Hegseth behind, speaks to reporters aboard Air Force One on a flight from Dover, Delaware, to Miami, Florida, U.S., March 7, 2026. Kevin Lamarque | Reuters Anthropic sued the Trump administration on Monday, seeking to reverse a blacklisting by the Pentagon that declared the artificial intelligence company …

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