Stock News IBM GOOGL MSFT IONQ RGTI
4 days ago.
Quantum computing offers potential energy efficiency for AI workloads, but commercial viability and energy savings are still pending, with long-term promise.
Stock News AMZN
4 days ago.
Amazon (AMZN) CEO Jeff Bezos believes that artificial intelligence is currently overhyped but is optimistic about its potential in the future.
Stock News HIMS
4 days ago.
Hims & Hers Health (HIMS) stock drops as COO transitions, sparking investor worries over management stability.
Stock News MAR
1 week ago.
Marriott (MAR) shows steady revenue growth but faces EPS pressure from U.S. travel softness and rising costs, with shares consolidating near key support—leaning bearish unless earnings or guidance spark a breakout above resistance.
Analyst Downgrade KMX
2 weeks ago.
CarMax's (KMX) price target lowered by Needham from $92 to $60, suggesting concerns or changing market conditions impacting performance.
Stock News MSFT GOOGL GOOG AMZN IBM META
2 weeks ago.
The AI code tools market is set to reach USD 37.34 billion by 2032, driven by the need for faster software delivery and higher developer productivity.
Stock News NVDA QBTS IONQ RGTI ARQQ QUBT IBM MSFT
2 weeks ago.
Nvidia (NVDA) dominates today’s AI market with profitable scale and a hybrid quantum strategy, while pure-play quantum stocks like D-Wave (QBTS), IonQ (IONQ), Rigetti (RGTI), Arqit (ARQQ), and QUBT (QUBT) offer highly speculative long-term potential, with IBM (IBM) and Microsoft (MSFT) providing safer diversified quantum exposure.
Stock News AMZN
2 weeks ago.
Amazon's (AMZN) strong revenue and operating income have investors pondering if the company can reach a $5 trillion market cap by 2030.
Market News Anthropic Google Amazon Microsoft
2 weeks ago.
Anthropic is expanding globally, tripling its international workforce and growing its AI team to meet increased demand for Claude models, valued at $183 billion, with Microsoft as a recent partner.
Analyst Upgrade MU
2 weeks ago.
Deutsche Bank raises Micron's (MU) price target to $200 from $175, citing growth potential and positive market trends, with stock price at $161.80.
Market News Morgan Stanley
2 weeks ago.
Federal Reserve Chair comments on stock prices, drawing comparisons to Dotcom Bubble and concerns of irrational exuberance, as tech stocks fuel market rally.
Market News FOMC
2 weeks ago.
Federal Reserve Chair Powell addresses concerns over high asset prices, noting that equity values are elevated but overall financial stability remains intact.
Market News INTC NVDA FDX LEN NUE AMAT LRCX MU TSLA AAPL
2 weeks ago.
Stock market indices rose to new record highs, fueled by the Fed's rate cut, tech strength, and positive corporate news, despite cautious investor sentiment and outflows.
Stock News APP HOOD EME MKTX CZR ENPH
2 weeks ago.
S&P 500 changes to trading lineup on September 22, 2025 with AppLovin, Robinhood, and Emcor Group joining, while MarketAxess, Caesars Entertainment, and Enphase Energy exit.
Stock News TSMC NVDA AAPL
2 weeks ago.
Semiconductor stocks, led by TSMC (TSM), are surging in 2025 as the company dominates the AI market with advanced chip production for industry giants like Nvidia and Apple.
Stock News INTC NVDA AMD
2 weeks ago.
The Intel-Nvidia deal poses challenges for AMD in PCs, laptops, servers, and data centers, impacting AMD's competitive position in the semiconductor market.
Analyst Upgrade GRMN
3 weeks ago.
Morgan Stanley raises Garmin's (GRMN) price target to $193 from $186, reflecting a positive outlook on the company's performance.
Stock News META VUZI HIMX
3 weeks ago.
Survey shows nearly half of consumers are interested in buying smart glasses, with interest surpassing VR headsets by 7 percentage points.
Analyst Upgrade MDB
3 weeks ago.
UBS raises MongoDB (MDB) price target to $330 from $310, maintaining "Neutral" grade, advising to "hold" stock, as price reaches $315.98.
Market News ORCL META
3 weeks ago.
Oracle (ORCL) is in talks with Meta for a $20 billion AI cloud computing deal, potentially boosting both companies' capabilities in the rapidly growing AI market.
Stock News AMD
3 weeks ago.
Advisors Capital Management increases stake in Advanced Micro Devices (AMD) by 5.7%, expecting significant growth with prediction of 50-100% stock increase in next 12 months.
Stock News META
3 weeks ago.
Meta launches new smart glasses lineup, including Ray-Ban Meta Display and Oakley Meta Vanguard, aiming to position them as primary computing devices.
Stock News AMZN
3 weeks ago.
Amazon (AMZN) introduces AI-powered Seller Assistant with agentic features to help sellers manage inventory, growth plans, and account issues, aiming to streamline operations and prevent suspensions.
Stock News MU
4 weeks ago.
Jim Cramer highlights Micron Technology Inc. (MU) as a top stock pick due to the company's growth potential and leadership in high bandwidth memory and data center markets.
Stock News AMZN NFLX
4 weeks ago.
Netflix (NFLX) partners with Amazon (AMZN) Ads to expand ad capabilities, aiming to double ad revenues in 2025 and prompting competitors to enhance programmatic capabilities.
Stock News MSFT GOOGL IBM ANET
4 weeks ago.
Cloud computing stocks like Microsoft (MSFT), Alphabet (GOOGL), IBM (IBM), and Arista Networks (ANET) present growth opportunities as markets hit record highs, with innovative technology and on-demand access to resources.
Stock News MSFT
4 weeks ago.
Microsoft (MSFT) and OpenAI have agreed for OpenAI to become a for-profit company with a $1 billion investment from Microsoft and licensing of OpenAI's GPT-3 language model.
Market News DIA SPY QQQ MU LRCX
4 weeks ago.
Stocks hit record highs as investors anticipate Fed rate cuts following expected economic data releases and a surge in jobless claims.
Stock News NBIS MSFT
4 weeks ago.
Nebius Group (NBIS) partnership with Microsoft (MSFT) leads to a surge in stock price and $19.4 billion deal, aiming for more big contracts.
Stock News HOOD APP EME
4 weeks ago.
Robinhood (HOOD) will join the S&P 500 on Sept 22 after a profitable, crypto-driven year that saw its stock triple. Applovin (APP) and Emcor Group (EME) will also be added.
Stock News AMZN NVIDIA
1 month ago.
Jim Cramer believes Amazon.com, Inc. (AMZN) may make a significant move in AI, sparking debate over the superiority of its Trainium chips compared to NVIDIA's GPUs.
Analyst Upgrade AMGN
1 month ago.
William Blair reiterates a Buy rating on undervalued biotech company Amgen Inc (AMGN) despite setbacks, with optimism for upcoming FORTITUDE-102 trial.
Stock News CRM
1 month ago.
Salesforce, Inc. (CRM) shares fall 4.9% as Jim Cramer warns AI competition from Amazon and customer losses could hurt performance.
Market News CMG MCD WING DRI
1 month ago.
Restaurant stocks are struggling due to inflation, increased labor costs, and changing consumer behavior, impacting profits and creating a challenging environment for the industry.
Market News PLTR MSFT. GOOGL
1 month ago.
Sam Altman warns investors of inflated AI expectations, citing concerns of a potential bubble and urging caution in evaluating AI stock valuations.
Earnings News M
1 month ago.
Macy's (M) stock surges 31% after strong quarterly results, with net sales of $4.8 billion and a raised 2025 guidance.
Stock News AMD
1 month ago.
AMD stock plummeted due to analyst downgrade, weak AI division, and threats of tariffs on semiconductors, exacerbated by competition from OpenAI producing its own AI chips.
Stock News ASML
1 month ago.
ASML Holding N.V. (ASML) stock remains a solid investment despite tariff and booking challenges, with analyst target lowered due to macroeconomic uncertainties.
Market News META
1 month ago.
The Global AI Glasses Market is set to reach USD 2,308.6 million by 2032, with a CAGR of 15.2%, driven by key sectors like healthcare and entertainment.
Stock News KLAC AMAT
1 month ago.
KLAC, a semiconductor process control leader worth $111.7 billion, has underperformed the tech sector, but analysts view it optimistically for growth potential.
Stock News HTZ AMZN
1 month ago.
Hertz and Amazon strike a deal to sell used cars online, boosting Hertz's stock price by 12.5%.
Market News WMT BBY AMZN TGT
1 month ago.
Holiday spending is expected to decrease, especially among Gen Z, with a 5% drop in planned expenses compared to last year.
Stock News MRVL
1 month ago.
Jim Cramer discusses Marvell Technology, Inc. (MRVL) and their AI ASICs, expressing positive sentiments towards the company despite recent stock drops.
Analyst Upgrade AMBA
1 month ago.
Northland Securities raises Ambarella (AMBA) stock price target to $95 from $75, citing positive outlook for company, with current stock price at $70.63.
Analyst Upgrade AMBÁ
1 month ago.
Ambarella (AMBA) had its price target lifted by Needham to $100 (from $90) on a positive outlook. The stock stood at $84.12 when reported, with Needham reiterating a bullish view.
Market News MRVL QQQ
1 month ago.
Mavell's (MRVL)16% drop today contributes to Nasdaq 100 decline as tech stocks slide and PCE data impacts market sentiment.
Analyst Upgrade AFRM
1 month ago.
RBC Capital raises Affirm (AFRM) price target to $97 from $75 with Sector Perform .
Stock News NVDA MRVL
1 month ago.
Marvell Technology (MRVL) stock dropped 18% after missing data center revenue estimates, facing challenges in scaling its AI business to compete with Nvidia.
Stock News MS GS
1 month ago.
Federal Reserve sets new capital levels for large banks based on stress tests, with Morgan Stanley (MS) appealing for reconsideration of its upcoming capital level.
Market News PSTG SNOW BURL ELF LITE COO HRL NVDA FIVE RMBS WYNN LMT BILL
1 month ago.
U.S. stocks closed at record highs Thursday, with PSTG (+32%) and SNOW (+20%) surging on strong earnings while HRL (−12.7%) and COO (−13%) dragged on weak results. Strong GDP and jobs data boosted odds of a September Fed cut, keeping market momentum bullish.
Analyst Upgrade MDB
1 month ago.
Scotiabank raises MongoDB's (MDB) price target to $280 from $230, with a "hold" rating, as they believe the stock has room for growth.
Analyst Upgrade MDB
1 month ago.
BMO Capital raises MongoDB (MDB) price target to $315, showing optimism for company's market performance, previously rated hold with $288.50 target.
Analyst Upgrade MDT
1 month ago.
Argus Research raises Medtronic (MDT) price target to $115, citing positive outlook and potential growth in the medical technology market.
Analyst Upgrade Xylem
1 month ago.
Xylem (XYL) price target raised to $130 from $125 by TD Cowen with a "Hold" grade, based on current price of $142.67.
Earnings News MDB
1 month ago.
MongoDB (MDB) delivered a significant earnings beat, exceeding revenue and EPS expectations, with impressive growth in subscription and Atlas revenue. Stock up +28% after hours
Earnings News HD TJX TGT WMT DG DKS
1 month ago.
Key retail earnings show winners and losers in Q2: $HD and $TJX rise, while $TGT falters against $WMT with sales decline.
Market News W RH WSM LZB
2 months ago.
Trump announces investigation into imported furniture, possible tariffs to revive US industry, impacting major retailers, W, RH, WSM, LZB.
Market News NVDA AMD TSM
2 months ago.
Nvidia (NVDA) halts production of H20 chip in China due to government directive over security concerns, shifts focus to new B30A chip.
Earnings News WMT COTY CRBL XPEV HPE INTU WDAY ROST ZM
2 months ago.
Market wrap for August 21, 2025: S&P 500 down 0.4%, Dow down 0.3%, Nasdaq down 0.7%; notable movers include WMT, COTY, XPEV, HPE.
Market News META GOOGL SMH
2 months ago.
S&P 500 companies delivered one of the strongest earnings seasons in years, with 81% beating Q2 EPS estimates. Overall profits rose +11.8% YoY, while revenues climbed +6.3%. Sector gains were led by Communication Services (+48%), Technology (+22%), and Financials (+12%), while Energy (–19%) and Materials (–0.6%) dragged results lower. Looking ahead, analysts project Q3 EPS growth of about +10.8% and a full-year 2025 increase of +11.5%, marking the best annual profit expansion since 2021.
Analyst Call AMRC NXT RUN CCOI CVS TTAN DUOL FTNT
2 months ago.
Stock analyst upgrades for AMRC, NXT, RUN, CCOI, CVS, TTAN, and DUOL, with one downgrade for FTNT by Erste Group on August 18, 2025.
Stock News S MSFT CRWD
2 months ago.
SentinelOne's (S) Singularity platform drives revenue up 23% in Q1 2026, but faces competition from Microsoft and CrowdStrike in the cybersecurity sector.
Stock News ORCL MSFT AMZN
2 months ago.
Oracle (ORCL) partners with Google Cloud to enhance AI strategy, showing 27% growth in cloud revenues with plans for multimodal capabilities and Fusion Cloud integration.
Market News SMH
2 months ago.
Trump hints at potential semiconductor tariffs, with incentives for companies investing in the US to potentially avoid them.
Analyst Downgrade AMAT
2 months ago.
Applied Materials (AMAT) downgraded from Buy to Hold by Summit Insights Group ahead of its earnings with stock price at $188.24 on August 14, 2025.
Analyst Upgrade SMWB
2 months ago.
Barclays raised its price target for Similarweb (SMWB) to $12 from $10, maintaining an "Overweight" rating. Q2 revenue rose 17% YoY to $71M, driven by customer growth and AI-related deals (~8% of revenue), though margins narrowed. Shares closed ~18% on the report.
Analyst Upgrade ARM KVYO RBLX GM U ADBE DDOG AAPL TSLA
2 months ago.
Wall Street analysts issued a wave of rating changes on August 11, 2025, with initiations on ARM and KVYO, upgrades for RBLX, GM, and U, downgrades for ADBE and DDOG, and several notable price target hikes.
Stock News NVDA AMD
2 months ago.
Nvidia (NVDA) and AMD will pay 15% of China AI chip sales revenue to U.S. government in exchange for export licenses, amid security concerns.
Market News AAON GOLD FNV AMC CAH SE TME CSCO SPLK DE JD AMAT FLO F MRCY ESLT
2 months ago.
Key U.S. economic events and major corporate earnings reports for the week of August 11-15, 2025, with a focus on CPI, PPI, jobless claims, retail sales, and more.
Earnings News MCHP
2 months ago.
Microchip Technology (MCHP) stock drops after Q1 FY2026 earnings report shows revenue decline and GAAP losses.
Earnings News TEAM
2 months ago.
Atlassian (TEAM) reports Q4 and FY25 earnings, stock closes at $168.06, down 1.72% on heavy volume with a YTD decrease of 30.95%.
Earnings News LLY NVO VKTX PFE AMGN
2 months ago.
Eli Lilly (LLY) Q2 2025 earnings report beats expectations, but stock plunges 14.14% due to disappointing results for oral weight-loss pill, impacting future growth outlook.
Earnings News SMCI
2 months ago.
Supermicro (SMCI) Q4 FY2025 earnings report shows record revenue growth, but concerns over margin tightening and lighter guidance lead to an 18.3% drop in share price.
Earnings News AMD
2 months ago.
AMD's Q2 2025 earnings report reveals record revenue, but inventory charges impact margins, leading to higher after-hours trading and positive AI product momentum.
Earnings News COMM
2 months ago.
CommScope (COMM) reports impressive Q2 earnings beat, with revenue up 31.7% YoY, GAAP EPS at $0.05, and major $10.5B divestiture driving stock up 86%.
Stock News NVDA TSM
2 months ago.
China investigates Nvidia over AI chip "backdoor" concerns, fearing remote control capabilities and potential surveillance, reigniting tech tensions with the U.S.
Stock News SMR FLR
2 months ago.
NuScale Power (SMR) shares dropped 11.5% as Fluor Corporation plans to convert Class B shares to Class A, sparking concerns of dilution.
Earnings News LUMN
2 months ago.
Lumen Technologies (LUMN)reports narrowed loss and raises free cash flow outlook in Q2 2025 amid strategic shift to AI-enabled fiber platform, despite stock decline.
Earnings News MPWR
2 months ago.
Monolithic Power (MPWR) beats Q2 earnings with 31% revenue growth, driven by AI computing sales; shares jump 10%.
Earnings News AMZN MSFT GOOGL
2 months ago.
Amazon (AMZN) beats Q2 2025 earnings expectations, but stock plummets 8.27% as investors worry about AWS growth, margin pressure, and cautious Q3 outlook.
Stock News MA
2 months ago.
Mastercard (MA) stock falls despite strong Q2 results, as analysts raise price targets citing solid growth and guidance, with positive outlook for future.
Market News META MSFT AMZN AAPL RDDT LC HOOD
2 months ago.
US stock indexes see monthly gains but face weekly losses; key economic data released, Fed keeps interest rates unchanged, notable tech companies report earnings.
Market News WMT HD AMZN BBY
2 months ago.
Consumer sentiment improved in July, with the index rising to 61.7, though it is still 17% below December 2024 levels, indicating ongoing concerns about the economy.
Market News META
2 months ago.
Meta Platforms acquires 3% stake in EssilorLuxottica, valued at €3 billion, aligning with AI-powered wearable tech ambitions through iconic eyewear brands.
Earnings News ARM
2 months ago.
Arm Holdings (ARM) stock drops 13% after weaker-than-expected outlook for Q2 2025, despite meeting first-quarter results and increased royalty revenue.
Earnings News META
2 months ago.
Meta Platforms shares surge 12% on strong Q2 results, beating revenue expectations, with ad revenue up and focus on AI initiatives for future growth.
Earnings News MSFT
2 months ago.
Microsoft (MSFT) shares rise over 4% as cloud revenue from Azure increases by 39% in Q4, with CEO Satya Nadella attributing growth to AI demand.
Market News NFLX PEP MMM LEVI SIKA SPOT BKNG META GOOGL MSFT
2 months ago.
Q2 2025 saw a significant 6.5% drop in the U.S. Dollar Index, impacting companies differently: winners like BKNG and PEP benefited, while SPOT and Swiss/Nordic exporters such as Sika and Atlas Copco faced challenges.
Analyst Upgrade META
2 months ago.
Meta Platforms (META) sees stock surge after Morgan Stanley maintains "Overweight" rating with increased price target of $850.
Earnings News QCOM
2 months ago.
Qualcomm beat Q3 earnings expectations, but stock dropped 5% after hours as guidance did not meet investor expectations.
Stock News MSFT
2 months ago.
Microsoft (MSFT) Q4 FY2025 Earnings preview: Analysts anticipate strong AI growth and margin resilience, but stock valuation leaves little room for error.
Market News TSLA NVDA AMD AAPL GOOGL INTC MSFT META AMZN PLTR
2 months ago.
July 2025's top U.S. equity options trading stocks: NVIDIA leads with 2.7 million contracts, followed by Tesla, Apple, and AMD exceeding 900k daily.
Earnings News SANM
2 months ago.
Sanmina (SANM) beat Q3 earnings estimates but initially fell 4% after issuing a weaker-than-expected Q4 outlook. However, shares rebounded sharply, surging 23% and hitting a new 52-week high.
Stock News NVDA TSM
2 months ago.
Nvidia (NVDA) orders 300,000 H20 chips from TSMC (TSM) to meet demand in China with US export restrictions partially lifted.
Stock News SMCI NVDA AMD
2 months ago.
Super Micro Computer (SMCI) stock rose 10.24% on July 29 to close at $60.05 due to increased AI demand and strategic partnerships, despite CEO planning to sell shares.
Stock News NVDA AMD AVGO CDNS
2 months ago.
Semiconductor stocks hit new highs with strong earnings and AI demand driving gains, led by NVIDIA, AMD, Broadcom, and Cadence Design Systems.
Stock News TSLA TSM
2 months ago.
Tesla (TSLA) confirms it has signed a $16.5 billion chip deal with Samsung through 2033, focusing on AI6 chips for autonomous driving systems. The news lifted Tesla shares 1.33% to $320.27 in overnight trading, gains also supported by rising U.S. futures on U.S.–EU trade agreement.
Stock News AMZN
2 months ago.
Amazon (AMZN) Jeff Bezos has sold over $3.1 billion in Amazon stock in 2025, part of a planned divestment totaling approximately 14 million shares, executed under a Rule 10b5-1 trading plan adopted in March.
Earnings News CMG
2 months ago.
Chipotle (CMG) stock drops 13%, as second-quarter revenue misses forecasts and comparable sales decline by 4.0%.
Stock News AAPL NVDA AMD QCOM AVGO DELL HPE CSCO AMAT LRCX KLA SNPS CDNS TSM
2 months ago.
Taiwan's electronics exports skyrocket 24.6% in June 2025, driven by high demand for semiconductors and AI components amid global trade uncertainties.
Earnings News BELFA CLS SANM
2 months ago.
Bel Fuse (BELFA) reports Q2 2025 earnings with revenue up 26% and EPS beating by $0.43, leading to a 20% surge in stock price.
Earnings News STM
2 months ago.
STMicroelectronics (STM) Falls 15.9% After First Quarterly Loss Since 2013, Despite Revenue Beat
Earnings News NEM
2 months ago.
Newmont (NEM) beat earnings expectations in Q2 2025, causing stock to jump 6% on strong cash flow, higher gold prices, and increased buyback program.
Earnings News IBM
3 months ago.
IBM beats Q2 2025 earnings expectations in revenue, EPS, and cash flow, but stock falls 7.2% due to mixed performance in Consulting.
Earnings News TXN ADI MCHP
3 months ago.
Texas Instruments (TXN) Q2 FY2025 earnings report shows revenue beat, EPS increase, and solid cash flow, but shares down -13.34%
Analyst Upgrade GM
3 months ago.
General Motors (GM) receives "Buy" rating from Benchmark for success in U.S. EV market, with Chevrolet as second best-selling brand.
Stock News CMG DPZ
3 months ago.
Chipotle (CMG) and Domino's (DPZ) head into Q2 earnings with a boost as U.S. restaurant sales rose in June, reflecting shifts in consumer behavior and dining trends.
Analyst Upgrade CMG
3 months ago.
BMO Capital Markets upgrades Chipotle (CMG) to outperform, citing strong fundamentals and potential for growth, driving the stock price to all-time highs.
Market News PEP TSM UAL LCID
3 months ago.
Wall Street extends rally on strong earnings, upbeat economic data - Markets surge on solid earnings, consumer resilience, and Fed support, with record highs set.
Analyst Upgrade TSM
3 months ago.
TSMC's (TSM) bullish outlook boosted by Citi analysts, with target price raised to NT$1,400 as advanced chip production and revenue growth forecasts look promising.
Stock News AMZN
3 months ago.
Amazon is cutting jobs in its AWS division to focus on AI and automation.
Market News MSFT AMZN GOOGL META NVDA
3 months ago.
Goldman Sachs predicts hyperscalers to spend $1.15 trillion on AI infrastructure by 2027, with data center power demand increasing and capex moderation expected in 2027.
Semiconductor News TSM
3 months ago.
TSMC (TSM) bullish on growth with strong AI demand, tight capacity, and global expansion, but cautious about tariffs and currency impact.
Analyst Upgrade MSFT
3 months ago.
TD Cowen upgrades Microsoft's price target to $580 from $540, citing strong cloud and AI performance with an "Outperform" rating maintained.
Earnings News TSM
3 months ago.
TSMC (TSM) beats Q2 2025 revenue and EPS estimates, driven by advanced nodes and AI demand.
Stock News META
3 months ago.
Meta aggressively hires top AI talent from OpenAI's again.
Analyst Upgrade TSM
3 months ago.
Needham raises TSMC (TSM) price target to $270 with Strong Buy rating on AI growth potential, expecting significant revenue increase by 2027.
Stock News AMD NVDA
3 months ago.
AMD stock surges 6.41% as U.S. government approves sales of MI308 AI chips to China, following Nvidia's similar approval.
Earnings News ASML LRCX AMAT
3 months ago.
ASML Q2 2025 beats estimates, guides strong Q3 on AI demand; 2026 outlook clouded by geopolitical risks.
Analyst Upgrade XOM
3 months ago.
Morgan Stanley maintains "Overweight" rating for Exxon Mobil (XOM) with $134 price target, predicting crude oil prices at $60 per barrel by year-end.
Stock News NVDA AMD INTC
3 months ago.
NVIDIA (NVDA) resumes H20 chip shipments to China, unlocking a $180B+ market and signaling a broader shift for global semiconductor suppliers.
Earnings News C BLK BK WFC JPM
3 months ago.
Major banks reported strong earnings, with Citi and JPMorgan beating estimates, BlackRock experiencing net outflows, and Wells Fargo lowering guidance.
Analyst Upgrade META
3 months ago.
Bank of America boosts Meta's price target to $775 on optimistic outlook for AI investments, anticipating growth potential driven by AI and infrastructure investments.
Analyst Upgrade TSM
3 months ago.
Morgan Stanley bullish on TSMC (TSM) before Q2 earnings release, predicting strong revenue growth and AI demand, with potential upside of 17%.
Stock News ASML
3 months ago.
ASML Holding (ASML) will report Q2 FY2025 earnings on July 16, 2025; expectations are high for revenue and earnings growth, but caution persists due to past volatile reactions and mixed analyst calls.
Stock News OKTA CRM TEAM
3 months ago.
Morgan Stanley predicts continued strength in software stocks for the rest of 2025, citing AI, tax benefits, and currency tailwinds as key factors outweighing high valuations.
Stock News AMZN
3 months ago.
Amazon Prime Day 2025 sets new sales records, driving stock prices up as investors show optimism for the company's strong performance and innovative strategies.
Stock News META
3 months ago.
Meta has acquired Play AI, specializing in voice cloning and text-to-speech technology, to strengthen its next-gen voice interfaces across various platforms, positioning the company to compete with other major players in the industry.
Stock News JPM C WFC BAC GS MS
3 months ago.
Major U.S. banks are set to report earnings with modest growth expected, led by investment banks, offering insight into the financial sector's health amid inflation, higher rates, and market volatility.
Stock News TSSI SMCI
3 months ago.
TSSI (TSS Inc.) has experienced significant stock growth driven by AI infrastructure demand and strong earnings, but caution is rising due to valuation concerns and technical signals.
Stock News MPLX O CWEN.A DOC OKE VZ
3 months ago.
Report showcasing several large-cap U.S. high-yield dividend stocks with dividend yields above 5% as of mid-July 2025.
Market News IWM
3 months ago.
IWM (Russell 2000 ETF) is underperforming major indexes YTD, but is showing signs of a technical breakout with potential upside targets.
Stock News AMD NVDA
3 months ago.
AMD is experiencing strong AI momentum, with Q1 2025 Data Center revenue surging 57% YoY to $3.67B, driving the stock up 60% in three months, supported by bullish analyst sentiment and institutional buying.
Stock News GOOG AMZN ORCL MSFT
3 months ago.
Google is preparing to offer cloud computing services to the U.S. federal government at a steep discount, potentially up to 75%, which could initiate a pricing war in the tech sector and pressure margins for companies like Amazon Web Services and Microsoft Azure.
Stock News NVDA TXN SMH
3 months ago.
NVIDIA (NVDA), Texas Instruments (TXN), and VanEck Semi-ETF (SMH) hit new 52-week highs today, signaling strong investor confidence in the chip sector.
AI News Meta MSFT
3 months ago.
Meta has hired two more OpenAI researchers, specializing in multimodal AI, as part of its aggressive AI expansion efforts under its new Superintelligence Labs.
Analyst Upgrade AMZN
3 months ago.
Amazon's stock price rises as Morgan Stanley increases price target to $300, citing positive factors like improved tariff clarity and strong AWS demand.
Earnings News PSMT
3 months ago.
PriceSmart (PSMT) shares rose 5.6% after reporting Q3 earnings that beat revenue expectations but missed EPS estimates, highlighting ongoing store expansion and strong top-line performance.
Analyst Downgrade CRM
3 months ago.
Salesforce's stock dropped 2.57% as Cantor Fitzgerald downgraded it to "Cautious," citing valuation concerns and AI transition risks, amid a broader tech sell-off.
Analyst Upgrade AMD
3 months ago.
HSBC upgrades AMD to Buy, setting a $200 price target, citing expectations of strong AI revenue growth and product developments.
Stock News TEAM WDAY NOW CRWD PANW ZS
3 months ago.
Cybersecurity and software stocks tumble on AI disruption fears and insider moves, impacting high-profile names like CrowdStrike and Atlassian.
Analyst Upgrade MSFT NVDA
3 months ago.
Wedbush predicts Microsoft will surpass a $4 trillion market valuation this summer, becoming the second company to join the $4 trillion club after Nvidia, with a $600 price target set by analyst Dan Ives.
AI News openAI GOOGL META
3 months ago.
OpenAI acquires Jony Ive's AI device startup for $6.5 billion, signaling a shift towards expanding beyond software and positioning the company as a rival in the race for the next personal computing platform.
Stock News TSM ASML NVDA
3 months ago.
TSMC's June revenue falls from May, but first-half growth surges 40% YoY, driven by strong demand in AI and high-performance computing.
AI News MSFT NVDA
3 months ago.
Global AI infrastructure spending is projected to reach $6.7 trillion by 2030, with Microsoft already saving $500 million annually through automation, highlighting the potential for significant efficiency gains tempered by heavy upfront costs.
Stock News META
3 months ago.
Meta is offering AI talent mega-pay packages exceeding $200 million, signaling a new phase in the AI talent war.
Market News AAPL MSFT AMZN GOOG META NVDA TSLA
3 months ago.
Nasdaq's proposed 0DTE options on mega-cap stocks and an ETF will bring tighter spreads, more trading opportunities, and potential risks for investors of all types, pending regulatory approval.
Market News NVDA TSLA AAPL MSFT AMZN META GOOGL AVGO
3 months ago.
Nasdaq Seeks SEC Approval for Zero-Day Options on Mega-Cap Stocks
Analyst Downgrade NFLX DIS AMZN
3 months ago.
Barclays Warns of 14% Downside for Netflix Despite Growth
Stock News SMCI
3 months ago.
Super Micro (SMCI) Expands Investment in Europe to Meet Rising AI Demand
Market News XYZ META
3 months ago.
Jack Dorsey unveils Bitchat, a privacy-focused messaging app using Bluetooth mesh for offline, encrypted communication without internet or phone numbers. Android support coming soon.
Analyst Call AMZN
3 months ago.
TD Cowen raises Amazon price target to $250, predicts strong Q2 results and bullish outlook on growth and operational leverage.
Stock News AMZN
3 months ago.
Amazon Prime Day Off to Slow Start
Stock News IBM Intel AMD
3 months ago.
IBM unveils Power11 chip architecture focusing on AI deployment for enterprise data centers.
Stock News GFS MIPS MCHP TXN
3 months ago.
GFS gains 6% on acquiring MIPS and sees price target increase from Citi.
Analyst Downgrade NEM GLD
3 months ago.
Goldman Sachs downgrades Newmont to Neutral, citing limited near-term upside