$Alcoa(AA)$ U.S. tariffs on foreign aluminum, especially from China and Russia, continue to support domestic pricing and reduce import competition. Additionally, Alcoa's focus on low-carbon aluminum positions it well amid rising ESG demand, while improving aluminum prices and operational efficiencies further strengthen its earnings outlook on 16/4
$NVIDIA(NVDA)$ Bernstein reiterates Nvidia as outperform The firm said Nvidia has a data center opportunity that is undervalued. “The datacenter opportunity is enormous, and still early, with material upside still possible.”