Major Wall Street institutions have been adjusting their outlooks on large-cap equities this week. For hospitality leader Wynn Resorts, the momentum remains constructive—UBS bumped its target to $148 from $147, while Barclays raised guidance to $143 (Overweight), and Morgan Stanley lifted its call to $139 from $132. On the energy side, sentiment appears more cautious. Scotiabank trimmed ExxonMobil's target to $128 from $155, maintaining a Sector Outperform rating amid shifting commodity market dynamics. The divergence between these sectors reflects broader uncertainty around consumer discretion versus traditional energy valuations in the current macro environment.

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WagmiOrRektvip
· 9h ago
The clear signal of casino stocks rising, while energy stocks cut their forecasts? This is what you call the market betting on a consumption recovery.
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MoonWaterDropletsvip
· 9h ago
Casino stocks are still rising, while energy stocks are being cut. This difference is quite interesting.
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FlashLoanKingvip
· 9h ago
It's time to harvest the chives again. Let's see which sector is the bagholder.
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TopEscapeArtistvip
· 9h ago
Another round of paper price hikes, with major institutions on WYNN taking turns to add positions, but the technical chart shows a clear head and shoulders top pattern... I'm currently bottom-fishing and waiting for a rebound at high levels. XOM was cut from 155 to 128, now that's a real warning sign—something's going to happen in the energy sector.
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GasOptimizervip
· 9h ago
Looking at this data discrepancy, the arbitrage space between consumption discretionary power and energy valuation is narrowing... ExxonMobil has cut from 155 to 128, a direct adjustment of 27 points. This wave of volatility requires re-modeling the range. On Wynn's side, major institutions' opinions are quite unified, but what's ridiculous is that the increase adjustments are all between 1-7 points, which is surprisingly inefficient. It's better to focus on the real fund flows on-chain data.
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