From Investing.com:

TD Cowen analysts are optimistic about Microsoft’s Azure and AI workloads as demand trends stabilize and new workloads drive growth. Customers are now more actively investing in new workloads and AI initiatives, building a substantial pipeline for Azure’s growth.

CMB International Capital Corp. started Amazon coverage at Buy with a target price of $213. AWS’s strong foundation and generative AI offer growth potential, leading to increased profitability and margin expansion in the long run.

Macquarie praises Masayoshi Son’s new $100 billion chip venture, Izanagi, to compete in the AI semiconductor market. The initiative aims to elevate Arm Holdings and establish SoftBank as a leader in the sector, benefitting from the SoftBank AI ecosystem.

Rosenblatt raises Super Micro Computer’s PT to $1,300, citing secular AI growth and material share gains. Adoption of liquid cooling technology enhances cloud infrastructure capacity for AI, attracting hyper-scale operators to increase involvement.

Scotiabank initiates coverage of UiPath with a Sector Perform rating and $29 target price. UiPath’s expansion into a wider automation platform taps into a lucrative market, offering opportunities for increased share among current clients. While poised for growth, challenges from market changes and competition persist.



Read more at Investing.com: CMB starts Amazon at Buy; Super Micro PT lifted By Investing.com