Energy innovators NXT and POWL are rising on demand for data center stocks and analysts upgrades at Guggenheim and GLJ.
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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. ...
Semiconductor equipment giant ASML beat estimates for the second quarter and raised its outlook for the full year. ASML stock rose on the news.
Analyst Percoco raised his price target on Rivian to $13 from $12 while maintaining an Underweight rating.
Investing.com -- Mizuho Securities downgraded Circle Internet Group, the issuer of the USDC stablecoin, to Underperform from Neutral and trimmed its price target to $50 from $85, flagging competitive threats from a newly launched rival stablecoin that could undercut Circle’s core revenue model.
Investing.com -- HSBC downgraded IBM to Reduce from Hold and cut its price target to $191 from $231 in a note on Tuesday, arguing that a basket of IBM's peers offers superior earnings potential for the same investment.
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
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.
Bernstein cut price targets on AT&T, T-Mobile and Verizon on views Elon Musk's Starlink poses a competitive threat. SpaceX stock fell.
Investing.com -- Jefferies on Monday has upgraded Shopify to Buy from Hold and raised its price target to $160 from $140, saying the e-commerce platform is well positioned to benefit from the rise of agentic AI commerce while expecting stronger-than-consensus second-quarter results and additional growth catalysts over the next year.
Investing.com -- Truist Securities upgraded Biogen to Buy from Hold and raised its price target to $235 from $190, citing growing confidence in the company’s Alzheimer’s and immunology pipeline ahead of several major clinical data readouts over the next two years.
I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...
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 ...
Seagate Technology stock rose Friday, bouncing back from a recent pullback. "With the recent market pullback and increasing confidence in what we view as a path to plus-$50 earnings-per-share and significant (capital) return capacity ahead, we upgrade STX to overweight with a $1,100 price target," Wells Fargo analyst Aaron Rakers said in a note for clients. Rakers previously held a neutral equal-weight view for Seagate and a 900 price target.
Investing.com -- Morgan Stanley revealed in a note on Friday that it has upgraded Lenovo to Overweight from Equal-weight and more than doubled its price target to HK$30 from HK$14.20, arguing that AI-driven demand has fundamentally altered the memory market in a way that materially benefits the Chinese technology giant.
SpaceX (SPCX) stock is trading near $153 on July 9. All the initial gains since its IPO have been wiped out, despite the stock’s inclusion in the Nasdaq-100, and a slew of high price targets coming from big Wall Street banks. Goldman Sachs initiated the stock with a price target of $205. Morgan ...
American Airlines (AAL) stock has been one of the market's leading comeback stocks this year. The company's shares have risen 21% since May and climbed 53% over the past year. It even touched a 52-week high of $18.05 on June 30, 2026. So when a firm that had been positive on the stock suddenly ...
S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.
Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a
Investing.com -- Citi upgraded Knight-Swift Transportation and Saia to Buy and Old Dominion Freight Line to Neutral in a note Thursday, reversing recent downgrades after a pullback in trucking stock prices created sufficient upside to justify the rating changes.
Investing.com -- Paramount Skydance shares fell 8% Thursday after Arete Research downgraded the media company to sell from neutral and slashed its price target to $2, a Street low, citing concerns about the debt burden from its planned merger with Warner Bros. Discovery.
Investing.com -- Bernstein revealed in a note on Thursday that it has downgraded Salesforce.com to Sector Weight from Outperform, removing its price target and citing weak customer feedback on the company's Agentforce artificial intelligence product.
KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.
(Bloomberg) -- S&P Global Ratings cut Harley-Davidson Inc.’s credit grades to junk status on Wednesday, citing the company’s strategy to start selling lower-cost motorcycles to boost revenue. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaStocks Fall as US-Iran Jit
SpaceX priced its IPO at $135 on June 12, raised $85.7 billion, and watched the stock run to $225 in its first week of trading before it pulled back to $160. Twenty-five days later, the mandatory quiet period for IPO underwriters expired. The analyst notes started landing at dawn on July 7. By the ...
Investing.com -- Morgan Stanley upgraded Ivanhoe Mines to "Overweight" while downgrading Alcoa and Vale to "Equal-weight", saying a changing supply outlook favors copper and precious metals over aluminum and iron ore. The brokerage expects copper, gold and silver prices to outperform, while forecasting aluminum will move into surplus and iron ore markets will remain under pressure.
TeraWulf shares rose more than 12% in morning trade after Morgan Stanley raised its price target and maintained an 'Overweight' rating.
Investing.com -- Occidental Petroleum was upgraded to "Outperform" from "Underperform" by Evercore ISI, which also raised its price target to $65 from $58, arguing the oil producer is poised to benefit from a stronger balance sheet and improved capital efficiency after an extended period of underperformance.