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Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.
Boeing (BA) just had one of its worst days in months, and one major bank thinks the panic created a bargain. Most of Wall Street zeroed in on a single number: 200. That was the size of the China jet order President Trump unveiled, according to Reuters, and traders had hoped for far more. The stock ...
Alibaba has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese company aggressively pursues its AI ambitions on multiple fronts. Alibaba also released an update of its large language model, called Qwen3.7-Max, which is engineered for more advanced agent coding and complex reasoning. Alibaba’s management said in a recent earnings call that scaling up the deployment of its in-house chips represent “the highest value for money compute power,” which will improve Alibaba Cloud’s margins.
AT&T, T-Mobile, and Verizon have all seen elevated customer losses in recent months amid rising competition. In an effort to gain ground, the three carriers are joining forces to deliver a significant network upgrade for customers, a move that challenges a fast-growing competitor. In the ...
SanDisk has risen 3,218% over the past 12 months. It is up roughly sixfold year-to-date alone. And a Citi analyst just raised the price target by 56% in a single note, making Citi the fifth firm to set a target at $2,000 or above. The reasoning behind this raise is more specific than typical ...
Cisco Systems (CSCO) just got the kind of analyst note that doesn't often appear on a dividend-paying megacap. On the evening of Thursday, May 14, HSBC analyst Stephen Bersey upgraded Cisco to Buy from Hold and raised his price target to $137 from $77, according to a note carried by Investing.com ...
Intel (INTC) stock has lost about 19.17% since hitting its highest-ever closing price of $129.44 on May 11. It is currently trading at $104.62, according to Yahoo Finance at the time of writing, Tuesday morning, May 19. Intel repurchased Apollo’s (APO) equity interest in the joint venture related ...
Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...
Salesforce (NYSE: CRM) just picked up one of the more unusual analyst calls of 2026, and it landed at a price the market wasn't ready for. Bank of America analyst Tal Liani reinstated coverage of Salesforce on May 18 with an Underperform rating and a $160 price target, Yahoo Finance reports. The ...
The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...
Wall Street sometimes loves to misread particular kinds of stocks. And it is always the ones that look disrupted from the outside but are actually getting more deeply embedded on the inside. ServiceNow (NOW) has spent much of 2026 carrying that misread. The stock fell roughly 38% year to date the ...
Analyst Mike Colonnese of H.C. Wainwright upgraded Circle Internet Group (NYSE: CRCL) on May 18. The revamp is due to the ARC token presale, announced on May 11 during Circle's first quarter 2026 earnings call. ARC is the native utility token for Arc, Circle's Layer 1 blockchain network. As ...
Atif Malik ranks third among more than 12,000 analysts tracked by TipRanks. He has an 80% success rate and an average return of 46.7% per rating over a one-year timeframe. When he publishes a note built on a new market model, Wall Street pays attention. On May 18, he published one on Intel. And the ...
Rosenblatt hiked its price targets on cybersecurity stocks CrowdStrike and Palo Alto amid views the companies are well positioned as artificial intelligence roils the industry.
Wall Street rarely changes its mind twice on the same stock within three weeks. With Arista Networks (ANET), it just did. On May 15, a bullish call flipped Arista from a stock investors had been quietly trimming over customer concentration fears into one of the cleaner AI infrastructure plays ...
Bitcoin is sliding amid high Treasury yields. Circle stock won an analyst upgrade. HIVE Digital soared on AI gigafactory plans.
Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.
Workday (WDAY) shareholders have had a brutal year, and Wall Street keeps adding to the pile. The enterprise software giant has lost more than half its market value since early 2024, and the downgrades have stacked up across the sector as AI agents reshape how analysts model traditional SaaS ...
When a stock jumps 13% in the session after earnings day, and the analyst covering it still cuts the price target, something interesting is happening, and you may want to dig beneath the surface. That is exactly the situation unfolding at Figma (FIG) right now. The design software company delivered ...
Biogen (NASDAQ: BIIB) has had a rocky few years. Its multiple sclerosis franchise has been bleeding market share to generics and biosimilars, revenue has trended down, and the stock spent much of 2025 trading near multi-year lows. So when Goldman Sachs steps up with a price target hike to $250, ...
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...
Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...
Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...
DraftKings investors have been waiting for the company to prove that its online betting business can keep expanding while new growth bets start to take shape. In a Morgan Stanley note shared with TheStreet, analyst Stephen Grambling and his team lowered their DraftKings price target to $39 from ...
Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%
Marvell (MRVL) stock closed the May 13 trading session at $177.95. That means it has gained 135% since March 5, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up close to 9% in the same period. Why has Marvell outpaced the S&P 500 so much since that date? The company ...
Nvidia (NVDA) just became the first company in history to hit a $5.5 trillion market cap. Its CEO is flying to Beijing with President Trump. And on the same day all of that was happening, Bank of America's top semiconductor analyst just changed a number that puts 45% upside on the table. That ...
On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...
Investing.com -- TD Cowen has upgraded Starbucks to Buy and raised its price target to $120, arguing that the coffee chain's turnaround is still in its "early innings" with multiple drivers that could push earnings and margins above Wall Street expectations over the next two and a half years.