Givbux (OTC:GBUX) Stock, Quote.Headers.trade-ideas

Givbux Inc is engaged in the Fintech mobile wallet sector. The Company uses smartphone technology to bridge consumers and merchants together without the need to use traditional plastic Visa/Mastercard or paper cash. Its mobile application has been designed to store, send, receive funds, donate, and make real-time purchases at top retail brands, restaurants, and other venues. Givbux rewards users for using the app every time the user make a purchase and these rewards can be redeemed for cash to pay at participating retail stores, restaurants, cinemas, entertainment venues, and more.

Givbux Inc

Raymond James analyst Patrick Tyler Brown reiterates Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Strong Buy and raises the price target from $265 to $285.

News

Price Target

Reiteration

Analyst Ratings

Raymond James Reiterates Strong Buy on Union Pacific, Raises Price Target to $285

WIIM

Solaris Energy shares are trading higher after Stifel raised its price target on the stock from $30 to $42.

Raymond James analyst Michael Rose reiterates Third Coast Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCBX#NASDAQ">TCBX</a>) with a Outperform and raises the price target from $34 to $39.

TCBX

Raymond James Reiterates Outperform on Third Coast Bancshares, Raises Price Target to $39

Keybanc analyst Eric Gonzalez maintains McDonald's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) with a Overweight and lowers the price target from $330 to $320.

Keybanc Maintains Overweight on McDonald's, Lowers Price Target to $320

Whales with a lot of money to spend have taken a noticeably bearish stance on VF.
Looking at options history for VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 25% of the investors opened trades with bullish expectations and 62% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $218,252 and 4, calls, for a total amount of $182,320.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $17.5 to $30.0 for VF over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of VF stands at 3853.0, with a total volume reaching 17,473.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in VF, situated within the strike price corridor from $17.5 to $30.0, throughout the last 30 days.
<h3>VF 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737739839_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>VFC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/31/25</td>
<td>$2.1</td>
<td>$2.09</td>
<td>$2.1</td>
<td>$27.50</td>
<td>$68.7K</td>
<td>0</td>
<td>327</td>
</tr>
<tr>
<td>VFC</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$0.12</td>
<td>$0.0</td>
<td>$0.11</td>
<td>$19.50</td>
<td>$66.0K</td>
<td>19</td>
<td>11.0K</td>
</tr>
<tr>
<td>VFC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$4.1</td>
<td>$2.54</td>
<td>$3.7</td>
<td>$30.00</td>
<td>$61.4K</td>
<td>9.5K</td>
<td>193</td>
</tr>
<tr>
<td>VFC</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$0.12</td>
<td>$0.0</td>
<td>$0.11</td>
<td>$19.50</td>
<td>$55.0K</td>
<td>19</td>
<td>5.0K</td>
</tr>
<tr>
<td>VFC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$6.85</td>
<td>$6.75</td>
<td>$6.75</td>
<td>$20.00</td>
<td>$54.0K</td>
<td>5.3K</td>
<td>156</td>
</tr>
</tbody>
</table>

<h3>About VF</h3>
VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Altra, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.
After a thorough review of the options trading surrounding VF, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>VF's Current Market Status</h3>
<ul>
<li>With a trading volume of 2,021,520, the price of VFC is up by 2.79%, reaching $26.34.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 5 days from now.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for VF with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Markets

What the Options Market Tells Us About VF

Investors with a lot of money to spend have taken a bearish stance on Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with RUN, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 9 options trades for Sunrun.
This isn't normal.
The overall sentiment of these big-money traders is split between 33% bullish and 66%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $570,564, and 8, calls, for a total amount of $365,378.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $7.0 to $12.0 for Sunrun during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Sunrun's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Sunrun's whale activity within a strike price range from $7.0 to $12.0 in the last 30 days. 
<h3>Sunrun Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737739834_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>RUN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$2.44</td>
<td>$2.36</td>
<td>$2.43</td>
<td>$10.00</td>
<td>$570.5K</td>
<td>5.5K</td>
<td>2.3K</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$3.7</td>
<td>$3.6</td>
<td>$3.7</td>
<td>$7.00</td>
<td>$107.6K</td>
<td>10</td>
<td>292</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$0.84</td>
<td>$0.83</td>
<td>$0.84</td>
<td>$10.00</td>
<td>$67.5K</td>
<td>7.5K</td>
<td>803</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/28/25</td>
<td>$0.8</td>
<td>$0.79</td>
<td>$0.8</td>
<td>$11.00</td>
<td>$36.1K</td>
<td>86</td>
<td>457</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$1.49</td>
<td>$1.37</td>
<td>$1.37</td>
<td>$9.00</td>
<td>$34.2K</td>
<td>378</td>
<td>252</td>
</tr>
</tbody>
</table>

<h3>About Sunrun</h3>
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
Following our analysis of the options activities associated with Sunrun, we pivot to a closer look at the company's own performance.
<h3>Current Position of Sunrun</h3>
<ul>
<li>With a volume of 8,815,243, the price of RUN is up 10.55% at $10.32. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 34 days.</li>
</ul>
<h3>Professional Analyst Ratings for Sunrun</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $15.666666666666666.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from JP Morgan continues to hold a Overweight rating for Sunrun, targeting a price of $18. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Sunrun with a target price of $12. 
&#x2A; Showing optimism, an analyst from UBS upgrades its rating to Buy with a revised price target of $17. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Sunrun options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Market Whales and Their Recent Bets on RUN Options

High-rolling investors have positioned themselves bearish on Honeywell Intl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in HON often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 9 options trades for Honeywell Intl. This is not a typical pattern.
The sentiment among these major traders is split, with 44% bullish and 55% bearish. Among all the options we identified, there was one put, amounting to $116,000, and 8 calls, totaling $756,090.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $210.0 and $250.0 for Honeywell Intl, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Honeywell Intl's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Honeywell Intl's substantial trades, within a strike price spectrum from $210.0 to $250.0 over the preceding 30 days.
<h3>Honeywell Intl Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737739829_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>HON</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$6.5</td>
<td>$6.4</td>
<td>$6.4</td>
<td>$227.50</td>
<td>$131.8K</td>
<td>772</td>
<td align="right">574</td>
</tr>
<tr>
<td>HON</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$17.3</td>
<td>$17.1</td>
<td>$17.3</td>
<td>$240.00</td>
<td>$129.7K</td>
<td>1.9K</td>
<td align="right">147</td>
</tr>
<tr>
<td>HON</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$6.6</td>
<td>$6.4</td>
<td>$6.4</td>
<td>$227.50</td>
<td>$128.0K</td>
<td>772</td>
<td align="right">774</td>
</tr>
<tr>
<td>HON</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$11.9</td>
<td>$11.4</td>
<td>$11.6</td>
<td>$210.00</td>
<td>$116.0K</td>
<td>1.4K</td>
<td align="right">100</td>
</tr>
<tr>
<td>HON</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$17.2</td>
<td>$16.9</td>
<td>$17.1</td>
<td>$240.00</td>
<td>$85.5K</td>
<td>1.9K</td>
<td align="right">72</td>
</tr>
</tbody>
</table>

<h3>About Honeywell Intl</h3>
Honeywell traces its roots to 1885 with Albert Butz's firm, Butz Thermo-Electric Regulator, which produced a predecessor to the modern thermostat. Other inventions by Honeywell include biodegradable detergent and autopilot. Today, Honeywell is a global multi-industry behemoth with one of the largest installed bases of equipment. It operates through four business segments: aerospace technologies (37% of 2023 company revenue), industrial automation (29%), energy and sustainability solutions (17%), and building automation (17%). Recently, Honeywell has made several portfolio changes to focus on fewer end markets and align with a set of secular growth trends. The firm is working diligently to expand its installed base, deriving around 30% of its revenue from recurring aftermarket services.
Having examined the options trading patterns of Honeywell Intl, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Where Is Honeywell Intl Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 2,512,013, the HON's price is down by -0.09%, now at $225.45. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 13 days.</li>
</ul>
<h3>What The Experts Say On Honeywell Intl</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $250.4.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays has decided to maintain their Overweight rating on Honeywell Intl, which currently sits at a price target of $260. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Honeywell Intl, maintaining a target price of $255. 
&#x2A; Maintaining their stance, an analyst from JP Morgan continues to hold a Neutral rating for Honeywell Intl, targeting a price of $231. 
&#x2A; An analyst from Citigroup has decided to maintain their Buy rating on Honeywell Intl, which currently sits at a price target of $266. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on Honeywell Intl, maintaining a target price of $240. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Honeywell Intl with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Honeywell Intl Options Trading: A Deep Dive into Market Sentiment

Raymond James analyst Michael Rose reiterates Origin Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OBK#NYSE">OBK</a>) with a Strong Buy and raises the price target from $40 to $44.

Raymond James Reiterates Strong Buy on Origin Bancorp, Raises Price Target to $44

Stock Market Rally Faces Reality Check As Equity Risk Premium Mirrors Dot-Com Bubble
Imagine you could park your money in a 10-year U.S. Treasury bond and earn a safe 4.65% annual return. Now, compare that to the S&amp;P 500, where the forward earnings yield sits at 3.9%, meaning stocks aren't offering any extra <a href="https://www.benzinga.com/news/econ-s">compensation for their risk. </a>
What would you choose?
This rare market dynamic is raising eyebrows on Wall Street, as one of the most-watched valuation measures—the equity risk premium—has turned negative, hitting levels last seen at the heights of the dot-com bubble.
A <a href="https://www.ft.com/content/f8b6dbb5-eb9b-4639-b72a-e7c9b2925bb3">piece </a>published Friday by the Financial Times is sparking debates among financial experts about whether this signals a major red flag for U.S. equity valuations.
While some argue stocks remain extremely overvalued, others actually expect echoes of the late 1990s, when a similar scenario preceded a historic bull run.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The S&amp;P 500 forward earnings yield currently stands at 3.9%, while the 10-year yield is at 4.65%. The difference between the two—which serves as a measure of the equity risk premium—has fallen negative, essentially indicating that investors are willing to hold equities with no… <a href="https://t.co/p83GhTWhMV">pic.twitter.com/p83GhTWhMV</a>
&mdash; AlphaPicks (@AlphaPicks) <a href="https://twitter.com/AlphaPicks/status/1882717619649921310?ref_src=twsrc%5Etfw">January 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">What Is The Fed Model Saying?</h3>
The Federal Reserve model, a widely followed valuation metric introduced by economist Ed Yardeni in 1998, compares the S&amp;P 500's forward earnings yield with the yield on a 10-year Treasury bond. When the difference is positive, stocks appear undervalued relative to bonds; when it's negative, equities could be overpriced.
Right now, with the S&amp;P 500's forward earnings yield at 3.9% and 10-year Treasuries yielding 4.65%, the spread is negative—meaning stocks are more expensive than risk-free bonds on a relative basis.
Analyst Daniel Fang, CFA and CAIA, recently highlighted in a CFA Institute blog post that &#8220;the intuition is that stocks and bonds are competing assets; therefore, buying riskier stocks only makes sense when stocks can out-earn risk-free U.S. Treasuries.&#8221;
Yet, Fang also highlighted ongoing criticism of the model for its &#8220;lack of theoretical foundation.&#8221;
<h3 class="wp-block-heading">Stocks Keep Climbing: Yardeni Eyes S&amp;P 500 At 7,000 By Year End</h3>
Despite valuation concerns, U.S. stocks keep pushing to new records. The S&amp;P 500 – as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – surged past 6,100 following Donald Trump's inauguration this week, setting fresh all-time highs.
Yardeni, speaking on CNBC on Thursday, stood by his bullish outlook: &#8220;I still think [the S&amp;P 500] is going to 7,000 by end of the year. That's probably the highest on the Street in terms of what the S&amp;P 500 can accomplish, and thinking maybe that number's conservative or maybe I'll raise it because so far, it looks like the fourth quarter of 2024 is coming in better than expected.&#8221;
He now expects fourth-quarter earnings to rise 12% year-over-year, adding that concerns about bond yields at 5% &#8220;melted away&#8221; after a Federal Reserve official suggested rate cuts could exceed two times, potentially three or four cuts in 2025.
Lower rates typically boost stock valuations as they reduce the discount rate applied to future corporate earnings.
<h3 class="wp-block-heading">Could The Market Repeat The Late ‘90s Rally?</h3>
Guilherme Tavares, CEO at i3invest, cheered on the fact that the equity risk premium reached levels similar to 1997.
&#8220;Back then, there was a massive three-year rally before the market reached its peak; imagine that! If we apply the same analogy, we could potentially see another strong rally of about 60%,&#8221; he wrote on X.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The Equity Risk Premium (S&amp;P 500 earnings yield minus the US 10Y Yield) doesn&#39;t look attractive from a long-term perspective right now. However, the current level matches that of 1997. Back then, there was a massive 3-year rally before the market reached its peak; imagine that!… <a href="https://t.co/9LnWvUWnAY">pic.twitter.com/9LnWvUWnAY</a>
&mdash; Guilherme Tavares (@i3_invest) <a href="https://twitter.com/i3_invest/status/1882441911602192828?ref_src=twsrc%5Etfw">January 23, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Macro trader Spencer Hakimian, founder of Tolou Capital Management, echoed this perspective in a post published earlier this month. 
He highlighted that while the equity risk premium is an important valuation tool, &#8220;it's by no means infallible. ERP was negative for basically all of the 1990s. And the 1990s was the best decade for equity returns ever.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The Equity Risk Premium is important to know and keep an eye on. But it's by no means infallible. ERP (S&amp;P Earnings Yield &#8211; 10Y UST) was negative for basically all of the 1990s. And the 1990s was the best decade for equity returns ever. <a href="https://t.co/SgKRbKVtIA">pic.twitter.com/SgKRbKVtIA</a>
&mdash; Spencer Hakimian (@SpencerHakimian) <a href="https://twitter.com/SpencerHakimian/status/1878524457859301742?ref_src=twsrc%5Etfw">January 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">The Bottom Line</h3>
The stock market's latest valuation signal is unsettling, but history suggests it may not be an immediate reason for panic. 
While bonds currently offer better risk-adjusted returns, the broader market remains bullish, especially with expectations of Federal Reserve rate cuts.
Read now: 
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<li><a href="https://www.benzinga.com/25/01/43193866/trumps-tariff-hikes-could-stoke-consumer-inflation-jitters-challenge-fed-goldman-sachs-warns">Trump&#8217;s Tariff Hikes Could Stoke Consumer Inflation Jitters, Challenge Fed, Goldman Sachs Warns</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Analyst Color

Broad U.S. Equity ETFs

ETFs

US Stocks Hit Dot-Com Era Valuations Vs. Bonds: Why Some Experts Remain Bullish

Keybanc analyst Brett Fishbin maintains Integer Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITGR#NYSE">ITGR</a>) with a Overweight and raises the price target from $144 to $154.

ITGR

Keybanc Maintains Overweight on Integer Holdings, Raises Price Target to $154

Raymond James analyst Jayson Bedford maintains Intuitive Surgical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) with a Outperform and raises the price target from $560 to $688.

ISRG

Raymond James Maintains Outperform on Intuitive Surgical, Raises Price Target to $688

Keybanc analyst Brett Fishbin reiterates Inspire Medical Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INSP#NYSE">INSP</a>) with a Overweight and lowers the price target from $236 to $234.

INSP

Keybanc Reiterates Overweight on Inspire Medical Systems, Lowers Price Target to $234

Raymond James analyst Andy Marok reiterates Grindr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRND#NYSE">GRND</a>) with a Outperform and raises the price target from $19 to $21.

GRND

Raymond James Reiterates Outperform on Grindr, Raises Price Target to $21

Keybanc analyst Eric Gonzalez downgrades Brinker International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>) from Overweight to Sector Weight and maintains the price target from $115 to $115.

Downgrades

Keybanc Downgrades Brinker International to Sector Weight, Maintains Price Target to $115

Raymond James analyst Patrick Brown reiterates CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Outperform and lowers the price target from $38 to $37.

Raymond James Reiterates Outperform on CSX, Lowers Price Target to $37

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) remain divided in <a target="_blank" href="https://www.benzinga.com/topic/tiktok" rel="noreferrer noopener">their approaches to</a> TikTok as their vested interests play out.
TikTok&#8217;s cloud service provider, Oracle hailed Trump&#8217;s potential softer take on the ByteDance social media platform. Meanwhile, the app remains unavailable in Apple and Google&#8217;s app stores to comply with the January 19 ban, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-24/oracle-apple-google-diverge-on-whether-to-keep-serving-tiktok?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110753/aws-robotics-prime-video-ads-fuel-amazon-growth-potential-analysts" rel="noreferrer noopener">AWS, Robotics, Prime Video Ads Fuel Amazon Growth Potential: Analysts</a>
Oracle&#8217;s proximity with Trump and its business relations with TikTok give it enough reasons to assume potential legal risk.
Apple and Google, meanwhile, make minimal revenue from TikTok via in-app purchases compared to any potential fine they may face for violating the law, the report said.
Meanwhile, daily fines for supporting TikTok could climb into the billions of dollars.
According to the Bloomberg report, Oracle leaders have been conservative politics loyalists. CEO Safra Catz served on Trump&#8217;s transition team after the 2016 presidential election, and co-founder and Chairman&nbsp;Larry Ellison&nbsp;has donated to Republicans, including Trump.
Oracle&#8217;s proximity to Trump has paid off in the past. The cloud giant was&nbsp;Trump&#8217;s original pick to buy TikTok&nbsp;in 2020 when he tried to ban the app, citing national security reasons.
Though the deal ultimately fell apart after Trump left office, Oracle became TikTok&#8217;s cloud service provider under a compelling deal.
Ellison is also famously close to Trump&#8217;s ally, Elon Musk. Musk and Ellison&nbsp;have emerged as <a target="_blank" href="https://www.benzinga.com/general/social-media/25/01/43181940/elon-musk-or-larry-ellison-dan-ives-on-who-could-win-tiktoks-billion-dollar-soap-opera-someone-hand-picked-from-beijing-but-also-trumps-white-house" rel="noreferrer noopener">potential contenders for</a> the TikTok acquisition, which could be the popular social media&#8217;s gateway to a $1 trillion valuation. Trump has expressed support for both of them.
Wedbush&#8217;s&nbsp;Dan Ives projected the sale, excluding its algorithm, could be worth $40 billion—$50 billion, possibly attracting 10 to 12 bidders.
On Monday, Trump suspended the TikTok ban for 75 days, creating a window for potential buyers.
Price Actions: At last check on Friday, ORCL stock was down 0.85% at $184.81. AAPL is down 0.21%.
Also Read:
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<li><a href="https://www.benzinga.com/media/25/01/43107710/amazon-pauses-drone-deliveries-in-texas-arizona-after-crashes-plans-safety-upgrades" target="_blank" rel="noreferrer noopener">Amazon Pauses Drone Deliveries In Texas, Arizona After Crashes, Plans Safety Upgrades</a></li>
</ul>
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Government

Regulations

Tech

Media

Trading Ideas

AAPL

GOOG

GOOGL

ORCL

TikTok Ban Sparks Divide: Oracle Backs Trump While Apple, Google Play It Safe

On Friday, Merck&nbsp;&amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) and Eisai Co Ltd&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ESAIY#OTC">ESAIY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ESALF#OTC">ESALF</a>) announced results from the Phase 3 LEAP-015 trial of Keytruda (pembrolizumab) plus Lenvima&nbsp;(lenvatinib), in combination with chemotherapy, for the first-line treatment of locally advanced unresectable or metastatic human epidermal growth factor receptor 2 (HER2)-negative <a href="https://www.benzinga.com/quote/MRK" target="_blank" rel="noreferrer noopener">gastroesophageal adenocarcinoma</a>.
Gastroesophageal adenocarcinoma is a rare type of cancer that occurs in the esophagus, the passageway that connects the mouth and stomach.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43166965/senate-hearings-loom-as-robert-f-kennedy-faces-scrutiny-over-conflicts-of-interest-in-mercks-gardasil-vaccine-litigation" rel="noreferrer noopener">RJK Jr.&#8217;s Involvement In Merck Lawsuit Faces Scrutiny Ahead Of Senate Hearing</a>
At an interim analysis, the Keytruda plus Lenvima-based regimen demonstrated a statistically significant improvement in progression-free survival (PFS), one of the study&#8217;s dual primary endpoints, and objective response rate (ORR), a key secondary endpoint, compared to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43187039/merck-and-eisai-provide-update-on-phase-3-leap-015-trial-evaluating-keytruda-pembrolizumab-plus-le" rel="noreferrer noopener">standard of care chemotherapy</a>.
The study continued, and at the final analysis, it did not meet its other primary endpoint of overall survival (OS).
The safety profile of the Keytruda plus Lenvima-based regimen was consistent with that observed in previously reported studies evaluating the combination.
A full evaluation of the data from this study is ongoing, and Merck and Eisai will present these results at an upcoming medical meeting.
Keytruda plus Lenvima is approved in the U.S., the EU, Japan and other countries for advanced renal cell carcinoma (RCC) and certain types of advanced endometrial carcinoma.
In September last year, two Phase 3 trials, LEAP-006 and LEAP-008, evaluating Keytuda plus Lenvima in patients with certain types of metastatic&nbsp;non-small cell lung cancer failed to meet their dual primary endpoints of overall survival (OS) and <a target="_blank" href="https://www.benzinga.com/general/biotech/23/09/34821673/merck-eisai-partnered-two-keytrudalenvima-combo-trials-flunk-in-certain-types-of-lung-cancer" rel="noreferrer noopener">progression-free survival (PFS)</a>.
In August, at the second analysis, Keytruda Lenvima did not demonstrate an improvement in overall survival (OS) in head and neck cancer compared to Keytruda plus placebo, and Merck and Eisai evaluated the likelihood of reaching the protocol-specified threshold for statistical significance for <a href="https://www.benzinga.com/general/biotech/23/08/34044391/merckeisais-cancer-combo-therapy-ambition-dashed-once-again-companies-throw-towel-on-head-neck-tr" target="_blank" rel="noreferrer noopener">OS and deemed it low</a>.
In April 2023, Merck and&nbsp;Eisai discontinued the Phase 3 LEAP-003 trial, which evaluated Keytruda plus Lenvima as the first-line treatment for adults with unresectable <a target="_blank" href="https://www.benzinga.com/general/biotech/23/04/31722666/merck-eisai-shelve-keytruda-plus-lenvima-combo-trial-in-skin-cancer-setting-disappoints-in-certai" rel="noreferrer noopener">or metastatic melanoma</a>.
The decision is based on the recommendation of an independent Data Monitoring Committee, which determined that Keytruda plus Lenvima&nbsp;did not demonstrate an improvement in overall survival (OS) compared to Keytruda alone.&nbsp;
MRK Price Action: Merck stock is down 0.54% at $96.09 at publication Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/01/43191472/broadcom-powers-solidigms-high-capacity-ssds-key-driver-for-ai-and-data-intensive-growth" target="_blank" rel="noreferrer noopener">Broadcom Powers Solidigm&#8217;s High-Capacity SSDs, A Key Driver for AI and Data-Intensive Growth</a></li>
</ul>
Photo: Romix Image via Shutterstock

Biotech

Large Cap

Health Care

General

ESAIY

ESALF

Merck/Eisai's Keytruda Plus Lenvima Regime Shows Mixed Data In Esophagus Cancer Study

ADBE

On CNBC: Jim Lebenthal Buys More Adobe

Keybanc analyst Brett Fishbin maintains Alcon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALC#NYSE">ALC</a>) with a Overweight and lowers the price target from $107 to $105.

Keybanc Maintains Overweight on Alcon, Lowers Price Target to $105

Raymond James analyst David Feaster maintains Banc of California (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BANC#NYSE">BANC</a>) with a Outperform and raises the price target from $17 to $18.

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