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SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...

Investing.com -- Wolfe Research made two rating changes across large-cap medical devices, downgrading Stryker while upgrading Abbott Laboratories on Thursday.

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

Investing.com -- Citi has downgraded Burlington Stores to Neutral from Buy, telling investors in a note Wednesday that the shares have run close to its target price and no longer offer an attractive risk/reward.

Investing.com -- Jefferies downgraded Best Buy, a U.S. consumer electronics retailer to Hold from Buy, saying the market already reflects an optimistic outlook for second-quarter comparable sales while earnings upside beyond that could prove more limited amid softer consumer demand and rising cost pressures.

As the U.S.-Iran standoff continues, Goldman Sachs unveiled its price target for Brent crude oil on Aug. 4. The bank said it expects Brent crude to trade in the range of $80-$90 a barrel until there is ​either confirmation of a new nuclear deal or a ‌significant escalation of the conflict, as ...

Investing.com -- Truist Securities downgraded Intuit to Hold from Buy on Monday and lowered its price target to $350 from $410, flagging a softening growth outlook and a lack of near-term catalysts for the stock.

There is a pattern that keeps repeating in this AI earnings cycle. A company spends heavily on infrastructure. Analysts get nervous about whether the spending will ever pay off. Targets get trimmed. Then the results come in and the conversation shifts. July 29 was Microsoft's turn to go through ...

HIVE Digital Technologies received its first-ever analyst coverage from Chardan Capital on July 27, 2026, with the firm initiating a "Buy" rating and a price target of $7.50. HIVE, listed on Nasdaq and also trading on the Toronto Stock Exchange, builds and operates Tier-I and Tier-III data centers ...

SpaceX stock has had a rough few weeks. Shares are trading 50% below all-time highs shortly after the company's record-breaking initial public offering in June. Yet one Wall Street firm is not backing down. In fact, it is doubling down with a price target that would make SpaceX one of the most ...

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...

Morgan Stanley downgraded Adobe to underweight from equal weight on Tuesday, July 21, slashing its price target to $240 from $365, according to Seeking Alpha. The move landed one day after CLSA initiated coverage of Adobe with an outperform rating and a $300 target, according to Investing.com. Two ...

Investing.com -- Jefferies cut Datadog to Hold from Buy on Tuesday, citing valuation concerns after the stock's sharp rally this year, even as the firm maintained its fundamental view of the company as an AI beneficiary.

Bernstein has raised its price target on Robinhood Markets (Nasdaq: HOOD) to $160 from $130, keeping its Outperform rating, betting the brokerage is positioned to benefit from a broader shift in how retail investors trade. The new target rests on a thesis that broker-dealers, exchanges, prediction ...

AMD stock rose more than 3% on Monday.

Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...

JPMorgan has slashed its price target on Coinbase Global Inc. (NASDAQ: COIN) to $196 from $283. This is nearly a 31% cut, while maintaining an "Overweight" rating on the largest U.S. crypto exchange. The revision, led by analyst Kenneth Worthington, still implies roughly 24% upside from the ...

Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...

On June 25, Apple told the market it was raising prices on MacBooks, iPads, and other devices to cover the cost of a global memory chip shortage. The stock fell sharply that day, wiping out everything it had gained year to date. For a company that had been on a strong run, it was a rough afternoon. ...

Analyst Percoco raised his price target on Rivian to $13 from $12 while maintaining an Underweight rating.

Investing.com -- Citi has increased its price target on Apple (NASDAQ: AAPL) to $365 and maintained its Buy rating on the stock in a note on Monday, citing the company's ability to gain market share in a challenging devices environment and its capacity to implement selective price increases to protect margins.

Wall Street just sent a clear signal to income investors who count on AT&T for steady payouts. Morgan Stanley slashed its price target on the telecom giant, and the reason has little to do with AT&T's (T) own performance. The real threat is coming from space. Elon Musk's Starlink satellite ...

Robinhood Markets (Nasdaq: HOOD) is a brokerage platform whose commission-free offering of equities, cryptocurrencies, and tokenized stocks has made it extremely popular among young retail traders. On July 1, Robinhood launched its blockchain, Robinhood Chain, to offer real-world assets ...