News

Investing.com -- Goldman Sachs downgraded Bath & Body Works to Sell from Neutral and trimmed its price target to $19 from $23, citing weakening brand sentiment and risks tied to the retailer’s newly expanded third-party distribution.

I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...

SpaceX (SPCX) didn’t enter the market quietly. Its blockbuster debut has instantly made it one of the most-watched companies on Wall Street, with investors chasing a rare public-market play on rockets, satellites, Starlink, and Elon Musk’s next frontier. The first major analyst calls are landing ...

Morgan Stanley initiated coverage of SpaceX (SPCX) on Tuesday with an Overweight rating and a $300 price target.

Analysts with Bank of America Securities upped their price target for shares of the blue-chip tech stock.

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Investing.com -- Brokerage Bernstein downgraded cloud monitoring software company Datadog to "Market-Perform" from "Outperform" on Monday, saying the stock's recent rally has outpaced its improving fundamentals even as the company stands to benefit from growing artificial intelligence adoption.

Investing.com -- Bank of America on Monday upgraded T-Mobile U.S. to Buy from Neutral, reflecting a view that the market is overreacting to concerns about low-earth-orbit (LEO) satellite competition, with T-Mobile carrying the lowest exposure to that threat among major U.S. carriers.

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

Intel spent most of 2023 and 2024 as one of the most beaten-down chip stocks on Wall Street. Frank Lee, an HSBC semiconductor analyst, was among the skeptics. In late 2025 he had the company on reduce with a $24 price target and a straightforward message: time to bail out. On July 2, Lee published ...

Southwest Airlines has spent the past year and a half tearing up its own playbook. For a company that built its identity on being different from every other airline, that is a big deal. Now Wall Street is starting to agree the bet is paying off. Morgan Stanley just gave Southwest Airlines (LUV) a ...

It didn’t take long for SpaceX (SPCX) to turn from hype to a disappointing IPO. The stock is trading near $161 at the time of writing on Thursday afternoon, July 2, nearly 25% below its highest close of $211.39 on June 16. Many people expected it to become a typical Elon Muskmeme stock, but this ...

An analyst at Mizuho believes Robinhood Markets (NASDAQ: HOOD) has big upside coming. On July 2, senior analyst Dan Dolev raised the stock's price target to $130 from $115 on Thursday while keeping an Outperform rating. The new ratings appear just a day after their live event "Robinhood ...

Nike has spent the past year and a half trying to convince Wall Street that its turnaround is real. For a while, the story was working. Then, it reported fiscal Q4 results (ended in May). Now one of the banks that has stuck with Nike (NKE) the longest is recalibrating just how much patience that ...

American Airlines stock has had a rough few years on Wall Street. Shares slid from the mid-$50s in 2018 to $18.15 at the time of writing. Now, one of the airline's longtime bulls has just given shareholders a reason to pay attention again. Morgan Stanley analyst Ravi Shanker refreshed ...

Veteran investor Cathie Wood is one of the most prolific traders on Wall Street and is counted among the strongest believers in Bitcoin (BTC). In fact, she once claimed that her investment firm, ARK Invest, was the first public asset manager to gain Bitcoin exposure in 2015, when the leading ...

Palantir stock extended gains on Thursay after an upgrade at DA Davidson.

Investing.com -- Wolfe Research upgraded Chevron to "Outperform" from "Peer Perform," saying a recent pullback in the oil major's shares has created an attractive entry point as improving long-term free cash flow prospects are not fully reflected in the stock price.

Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphone users across five countries, which found declining enthusiasm for AI as a purchasing trigger even as overall purchase intent held up in key Western markets.

Investing.com -- Rivian Automotive (NASDAQ:RIVN) shares rose 5% Thursday following the company’s release of second quarter 2026 production and delivery figures and an upward revision to its full-year delivery guidance.

D.A. Davidson upgraded Palantir stock to buy from neutral on views that it's a better option for enterprises than OpenAI or Anthropic.

Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...

AT&T has spent years telling investors the same story. Build more fiber, build a stronger wireless network, and the payoff will come. For a while, Wall Street bought it. The telecom stock held up even as rivals stumbled, and management kept pointing to 2030 as the finish line for its ...

Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.

Citigroup slashed its 12-month price targets for Bitcoin (BTC) and Ethereum (ETH), Reuters reported on July 1. The brokerage firm said in a note that it was forced to lower the forecasts due to three factors: lower investor appetite, exchange-traded fund (ETF) outflows, and the lack of ...

Advanced Micro Devices, Inc. (AMD) closed the month of June at $580.91, up 7.68% in the last session, and hit a new 52-week high of $584, giving the company a market cap approaching $950 billion. The stock is up 171.25% year-to-date and 309.38% over the past year, according to Yahoo Finance. What I ...

Advanced Energy stock is near a buy point as the semiconductor equipment firm scored a fresh buy rating. But AEIS stock fell Wednesday.

Tech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too. 

Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock rose 2% on Wednesday morning.

The most consequential parts of your portfolio are usually the ones you never think about. Not the flashy name everyone argues about at dinner, but the boring component buried three layers down that quietly decides whether the whole thing works. For years, memory chips were exactly that kind of ...