Apple is setting up products and pricing for a strong 5G cycle next year, said Steve Milunovich, technology strategist at Wolfe Research.
The Fed has to keep cutting rates for the 10% of U.S. companies that can barely cover their debt service, said Jack Ablin, founding partner and chief investment officer at Cresset Capital.
Baird raised its price target on Alphabet's stock to $1,400 from $1,360, citing more traction in Google's cloud business.
Oppenheimer initiated coverage of Denny's with an outperform rating. The firm said the stock's rebranding strategy will be a value creator.
Have some offensive growth plays in your portfolio but stay invested in defensive names, said Mark Luschini, chief investment strategist at Janney Montgomery Scott.
Wedbush upgraded shares of Etsy as the firm says the pullback in the stock is the buying opportunity.
The rotation from growth stocks into value stocks could mean a top for the broader market, said Doug Ramsey, chief investment officer at Leuthold Group.
Apple is fighting to maintain market share with the iPhone in a market that is fully-penetrated, said Rod Hall, hardware and communications technology senior equity analyst at Goldman Sachs.
Negative interest rates are bad for the financial system and investor sentiment, said Ed Yardeni, former Federal Reserve economist and president and chief investment strategist at Yardeni Research.
The market has been rotating into value stocks because investors are unsure about a recession, said Bob Doll, chief equity strategist and senior portfolio manager at Nuveen.
Investors should focus on sectors with longer-term government contracts, like the defense area, said David Kostin, chief U.S. equity strategist at Goldman Sachs.
J.P. Morgan likes Facebook, Amazon, Twitter, Netflix and media company IAC as its top internet sector picks in the second half of 2019.
Goldman Sachs upgraded Kellogg to buy from neutral, calling it "the most compelling value left in snacks."
Fourth-quarter earnings are projected to be strong, lifting the stock market, said Sam Stovall, chief investment strategist at CFRA.
Investors need to look for the pockets of value and growth in the "high flying" technology stocks, said Keith Parker, global equity strategist at UBS.
The success of Activision Blizzard's standout video games, like Call of Duty and World of Warcraft, will drive earnings growth, according to BMO Capital Markets.
Amazon, Microsoft and Alphabet are the top picks in tech because they are the cloud infrastructure players, said Ann Winblad, co-founder and managing partner of Hummer Winblad Venture Partners.
Amazon will benefit from its one-day shipping program as well as the holiday shopping season, accordig to Mark Mahaney, RBC Capital Markets' lead technology analyst.
It will be hard for Apple to lower prices again when tariffs kick in, said Pierre Ferragu, head of the Global Technology Infrastructure research at New Street Research.
J.P. Morgan upgraded Virtu Financial. The firm expects the stock to rebound after falling more than 25% this year.