Kim Kha

Microsoft also earned a buy and a $500 target, with Liani citing durable monthly year growth across cloud and AI.

He said Microsoft's edge lies in monetizing AI across both infrastructure and applications.

CoreWeave was reinstated with a buy, with a $100 price target.

Liani said diversification efforts help mitigate risk, and he believes the company is well-positioned in the $79 billion AI infrastructure-as-a-service market.

And Nebia snagged a buyer rating with a $150 target.

Liani highlighted its purpose-built platform for GPU-dense workloads and customer relationships that include Microsoft and Meta.

In other news of note, now may be the time to shop for a home.

Redfin reports that there are a record 630,000 more sellers than buyers in February, a 46.3% imbalance, the widest gap since the firm began tracking in 2013.

That's also up sharply from 29.8% a year ago.

Redfin considers any market with more than 10% excess as a buyer's market, a condition in place since May 2024.

Southern metro areas show the most pronounced imbalances.

Miami tops the list with 163% more sellers than buyers, followed by Nashville at 120%, Austin at 112%, West Palm Beach at 110%, and San Antonio at 104%.

Redfin points to a pandemic-era building boom and rising costs that have boosted inventory while pricing out local buyers.

And in the Wall Street Research Corner, on Monday we highlighted Citi's updated Return on Equity trend baskets, focusing on large caps with improving ROE.

On the flip side, large cap names showing negative ROE trends include Lenox International, Eli Lilly, Idex Labs, Oracle, and Bristol-Myers Squibb.

You can check out the full list in our story on Seeking Alpha.

That link will be at the top of show notes.