HAPPY SUNDAY TO THE STREET.

US Treasury Secretary Scott Bessent said China trade talks were “productive” and teased a complete briefing tomorrow morning.

A bullish signal waiting to flash? Or a different kind of bull?

— Brooks & Cas

LOGITECH-CAL CHOICE

UBS's Game Changer

UBS $UBS ( ▲ 1.38% ) upped its game on Logitech $LOGI ( ▼ 0.69% ) this week, ramping the stock up from Neutral to Buy. Analyst Joern Iffert’s price target of 80CHF equates to roughly $96, and represents around a 19% upside on Friday's close.

The decades-old Swiss-based company designs and manufactures a range of computer peripheral products, including keyboards, speakers, webcams, and gaming accessories.

Logitech is in the red on the year, but Iffert argues that just means the current economic uncertainty is already priced in. He also thinks Generation Alpha's passion for video games will drive growth.

Logging On

Logitech's products are popular with gamers. And UBS research shows that 94% of Gen Alpha (born between 2010 and 2024) play video games. Almost half of them have also bought products and services connected to their favorite channel.

Another school of thought says the growth of generative AI will help Logitech by driving AI PC sales. Logitech is also collaborating with NVIDIA $NVDA ( ▼ 0.61% ) and Inworld AI to launch AI assistants for live streaming.

In terms of tariff risk, Logitech is attempting to reduce its reliance on China. In a recent earnings call, leadership told investors it would move a significant chunk of its sourcing elsewhere. Currently, about 40% of the products it sells in the US come from China. It plans to reduce this to 10% by the end of 2025.

Logitech-Savvy

UBS is in the minority when it comes to Logitech. Just 6 out of 19 analysts have it at a Buy or Overweight, according to MarketWatch. The majority — 12 — have it at a Hold, while 1 rates it a Sell.

In February, Bank of America $BAC ( ▲ 0.46% ) downgraded Logitech to Underperform from Neutral. The brokerage raised concerns about a weak growth outlook in key areas, such as PC peripherals and gaming accessories.

UBS may be right — Gen Alpha could bring out Logitech's A game. But declining sales could eventually mean game over for investors.

Sponsored by RYSE

BIG TECH HAS SPENT BILLIONS ACQUIRING AI SMART HOME STARTUPS

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest. 

Amazon spent $1.2B on Ring. 

Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

INVEST BEFORE BIG TECH MAKES THEIR MOVE

ROLLING THE DICE ON GROWTH

Wynn’s Big Bet in the Middle East

Bank of America $BAC ( ▲ 0.46% ) thinks Wynn Resorts $WYNN ( ▲ 1.55% ) is an odds-on favorite. The firm recently upgraded the stock to a Buy and lifted its price target from $90 to $100.

BoA sees nearly 14% upside from current levels as the company makes an historic move into the Middle East. Wynn’s $5 billion Al Marjan Island project in the UAE is set to open in early 2027.

But according to analyst Shaun Kelley, investors won’t have to wait until the opening day for this to matter. He says the project’s value should begin to show in the stock price over the next 12 to 18 months.

Diversifying Exposure

Kelley noted that the UAE’s strong tourism infrastructure, favorable tax environment, and growing wealthy population could act as tailwinds toward Wynn’s strategic advantage.

The analyst also pointed to Wynn’s free cash flow yield of 10% and its underlying asset value as compelling factors — especially in light of recent concerns about the company’s exposure to China and Macau. Despite tariff turmoil in the former and regulatory uncertainty in the latter, Kelley pointed to stable market share and positive trends in the region.

That’s not to say risk is off the table, but Wynn’s diversification efforts appear to be working, Kelley said. By expanding into new markets like the Middle East, the company is working to balance its global exposure. And with the Al Marjan project moving toward its halfway mark in construction, BoA believes this strategic shift could help Wynn reclaim a premium valuation over time.

Holding the House in Vegas

Closer to home, Wynn’s Las Vegas properties continue to impress. The company remains a top performer on the Strip, with its assets maintaining a best-in-class reputation and gaining market share.

Even as the company builds overseas, its core business stateside is showing resilience. That combination of domestic strength and international ambition has kept analysts optimistic.

With 15 of 18 analysts rating the stock as a Buy or Strong Buy, Wall Street seems to be placing its chips on Wynn’s long-term vision.

Sponsored by RYSE

APPLE’S NEW SMART DISPLAY CONFIRMS WHAT THIS STARTUP KNEW ALL ALONG

Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future. 

When Apple moves in, it doesn’t just join the market — it transforms it.

One company has been quietly preparing for this moment. 

Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.

While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.

With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.

Shares in this tech company are open at just $1.90.

Apple’s move is accelerating the entire sector. Don’t miss this window.

INVEST NOW BEFORE APPLE'S HALO EFFECT TAKES HOLD

PALAN-FEAR

Not So Indestructible

Palantir Technologies $PLTR ( ▼ 1.55% ) has had quite the week. On Monday, its stock fell 9% in after-hours trading — in spite of positive earnings results. On Thursday, it not only erased most of those losses, but it also became one of the top 10 most valuable US tech companies.

The AI-powered data mining company has gained a whopping 460% year-on-year. It works with governments, companies, and other organizations to help them get actionable insights from vast amounts of data. In 2025, Palantir's price has continued to rise, even as many stocks flounder in the sweeping uncertainty.

Unfortunately, several top analysts think Palantir has become unpalatable. With a P/E rating of over 500, it would need to deliver extraordinary growth to meet expectations.

Trans-Palant

Goldman Sachs $GS ( ▲ 0.25% ) maintained its Neutral rating on the stock this week. Its price target of $90 is down more than 23% from Friday's close.

Analyst Gabriela Borges thinks the company is well-positioned to take advantage of increased AI adoption, particularly within the US government. However, she cautioned investors about potential longer-term obstacles that could interfere with its premium valuation.

For example, the market may shift away from Palantir's customized solutions to more off-the-shelf products, Borges warned.

Even bearish analysts agree the company has strong fundamentals. The issue is the high valuations. As Jeffries $JEF ( ▼ 0.08% ) analyst Brent Thill told CNBC, he has never encountered a software stock that could live up to valuations that are this high.

Keeping the Magic

Barron's says that Palantir is so out-of-the-box that analysts don't know how to price it. This is reflected in the broad price targets that range from $40 to $140.

Consensus-wise, 16 out of 27 analysts have it at a Hold. A further 7 think it's a Buy or Overweight, while the remaining 4 say it's a Sell.

Palantir takes its name from the indestructible magic seeing stones in Tolkien’s The Lord of the Rings. The question is whether it has enough magic to grow at the rate its investors hope for.

LAST WEEK’S POLL RESULTS

Are you bullish or bearish on Heineken (HEINY) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “I think it will do fine!”

• 🐻 Bearish — “Not the heiny I'll be grabbing.”

Are you bullish or bearish on humanoid robot stocks over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

• 🐂 Bullish — “It's the future.”

• 🐻 Bearish — “Too far off to get excited!”

Which stock do you think will outperform over the next 12 months?

▇▇▇▇▇▇ Gilead Sciences (GILD)

▇▇▇▇▇▇ Vertex Pharmaceuticals (VRTX)