Jul. 1 at 12:07 AM
Wednesday's stock stories: What’s likely to move the market in the next session
$AMAT $LMRC $PANW $CRWD
Some big calls after the first half
At the beginning of the year, Morgan Stanley made the call to buy Applied Materials. The stock is up 180% in 2026.
Bank of America said to buy Lam Research. Shares are up 153% in 2026.
Hut8 was a call by Needham. The stock is up 151% in 2026. The company designs and leases large data centers.
Palo Alto Networks is up 85% so far this year. That’s a Jefferies pick. It’s also a Jim Cramer pick, and it has gained 86% since his November 2025 call to buy the stock.
Jefferies also picked CrowdStrike at the right time. It is up almost 63% year to date. That’s also another great call by Cramer who encouraged investors to buy as the stock began to rise. https://www.cnbc.com/2026/06/30/wednesdays-big-stock-stories-whats-likely-to-move-the-market.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension