High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
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.
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.
Bernstein analyst Mark Newman raised his price target on SanDisk (SNDK) to $3,000 from $1,700 this week, while keeping an Outperform rating on the shares. Newman is a 5-star analyst on TipRanks, ranking 91st out of more than 12,300 Wall Street analysts with an 80% success rate on his calls. That ...
Despite rising more than 800% this year, Sandisk stock still has room to run much higher, a Wall Street analyst says.
Investing.com -- BlackRock Inc. has downgraded its view on emerging-market equities to neutral from overweight for the next six to 12 months, citing concentration risks in artificial intelligence-linked companies, according to its 2026 mid-year global investment outlook released by the BlackRock Investment Institute.
AI is supplanting the consumer as the driver of US economic growth.
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.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.
Investing.com -- Piper Sandler upgraded semiconductor design software maker Synopsys to Overweight from Neutral and raised its price target to $550 from $450, citing improving prospects for the company's intellectual property (IP) business as Intel's foundry ambitions gain traction.
Investing.com -- Monness, Crespi, Hardt upgraded Salesforce to Buy from Neutral in a note on Thursday, arguing that fears over artificial intelligence displacing the company are overblown and that the stock's decline has created a compelling entry point.
Investing.com -- Investing.com - Citi upgraded Albemarle shares to Buy from High Risk on Thursday, pointing to underappreciated growth opportunities in the lithium market despite recent spot price weakness. The bank kept its $225 price target on the stock.
(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo
Investing.com -- Bank of America upgraded ExxonMobil shares to Buy from Neutral, arguing that the stock’s pullback from its highs has left it trading at an attractive valuation regardless of whether a peace deal between the U.S. and Iran materializes.
Investing.com -- Paychex received an upgrade from Citi, which raised its rating on the human capital management company to Buy from Neutral and increased its price target to $140 from $99, citing improving growth trends, benefits from the Paycor acquisition, and emerging AI-driven opportunities.
Cathie Wood, ARK Invest detail SpaceX thesis after buying 3.3 million shares. Rocket Lab, Firefly Aerospace shares receive upgrade.
Investing.com -- KeyBanc Capital Markets upgraded two space stocks to Overweight from Sector Weight in a note on Monday, arguing that recent sector-wide volatility tied to SpaceX's record-setting IPO has created compelling entry points across commercial space names.
A Wall Street analyst on Friday upgraded AMD stock to buy from neutral, saying its GPU business is undervalued.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had ... Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Investing.com -- S&P Global Ratings raised its long-term issuer credit rating on NVIDIA Corporation (NASDAQ:NVDA) to "AA" from "AA-," citing insatiable market demand for artificial intelligence systems. The upgrade reflects the chipmaker’s sustainable competitive advantage and massive cash flow generation within the rapidly expanding data center ecosystem. The ratings agency now forecasts Nvidia’s revenue to surge 82% in fiscal 2027 to $394 billion, followed by a 38% increase to $544 billion the
Oppenheimer initiated coverage of SpaceX with an outperform rating and a $190 price target on Thursday, one day before the company begins trading on the Nasdaq under the ticker SPCX. The price target implies around 40% upside from the $135 IPO price, and values the firm at a hefty $2.5 trillion.
Market Catalysts host Julie Hyman breaks down today's trending tickers, including Intel (INTC), which jumped after receiving a rare double upgrade to buy from Bank of America (BAC). Meanwhile, DraftKings (DKNG) is also moving higher after analysts named it the "clearest winner" in sports betting as the 2026 FIFA World Cup kicks off today, June 11, setting the stage for a potential surge in wagering activity.
Intel stock popped on Thursday after receiving a double upgrade from BofA analysts.
Intel stock popped on Thursday after receiving a double upgrade from BofA analysts.
Investing.com -- General Dynamics received a rating upgrade from Jefferies, which raised its recommendation to Buy from Hold and increased its price target to $400 from $380, arguing that accelerating demand for U.S. Navy submarines and improving shipyard productivity position the defense contractor for stronger earnings growth in the years ahead.
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