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Investing.com48d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Investing.com76d agobullish
MongoDB raises guidance on AI demand; stock continues rally

Investing.com -- MongoDB (NASDAQ:MDB) reported first quarter fiscal 2027 results that exceeded analyst expectations and raised its full-year outlook, driven by strong demand for its database platform across enterprise and AI applications.