High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 ...
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.
Investing.com -- Citi raised its price target on Softbank to JPY255 from JPY240 and maintained its Buy rating in a note on Tuesday, citing strong earnings momentum and a medium-term plan that points to continued profit and dividend growth.
AI is supplanting the consumer as the driver of US economic growth.
Airbnb stock climbed back above a flat-base entry on Monday, as travel stocks got a boost from renewed U.S. and Iran peace talks. Meanwhile, analysts with Baird upped their price target for Airbnb while reiterating an outperform, or buy, rating.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Investing.com -- S&P Global Ratings affirmed the U.S.’s long-term sovereign credit rating at AA+ with a stable outlook, Bloomberg reported on Friday, citing the country’s resilient economy and expectations that fiscal deficits will remain elevated but stable.
Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left analysts scrambling to revise their outlooks upward. Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its ...
Investing.com -- TD Cowen downgraded onsemi to Hold from Buy, arguing that the company's planned acquisition of Synaptics complicates its investment thesis despite maintaining confidence in its long-term automotive and datacenter growth prospects.
Brent crude rose from $72 in late February to above $118 in March when the Strait of Hormuz effectively closed. By late June, after a U.S.-Iran peace deal began reopening shipping lanes, it had fallen back below $80. Every major bank that published a price target this year has had to revise it, ...
June 23 gave me three reasons to pay closer attention to International Business Machines (IBM), also known simply as “Big Blue.” All three arrived together in a period of less than 48 hours. June 23, JPMorgan analyst Brian Essex upgraded IBM to Overweight from Neutral, raising his price target to ...
Investing.com -- Morgan Stanley downgraded Affirm Holdings to Equal-weight from Overweight in a note on Thursday and removed the stock from its Top Pick list, arguing that the key concerns underpinning its bullish thesis have largely been resolved and the shares now reflect fair value.
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."
Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...
The S&P 500 has been running ahead of Wall Street's targets all year. Banks that set their year-end forecasts in December have been revising them upward, sometimes more than once. Barclays joined the list again on June 23. Venu Krishna, the firm's head of U.S. equity strategy, raised the ...
I have been tracking Stephen "Sarge" Guilfoyle's Memory and Storage Basket for some time now. Four stocks. Four home runs. And of the four, Guilfoyle keeps returning to the same name with the most conviction. Mighty, mighty SanDisk. Guilfoyle, a former NYSE floor trader with more than 30 years of ...
Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...
I've covered Micron repeatedly, and each time, the story has been some version of the same thing. The artificial intelligence (AI) memory supercycle is getting bigger than the market expected, and Micron keeps proving the bears wrong. Tuesday, June 23, is a jarring interruption. MU dropped more ...
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 -- Wolfe Research reshuffled its U.S. retail coverage on Monday, upgrading Target to Outperform and selecting it as a top pick into year-end, while downgrading Home Depot and Five Below to Peer Perform.
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 -- Nike shares slipped 1.4% in premarket trading Tuesday after Evercore ISI downgraded the stock to In Line from Outperform and cut its price target to $46 from $57.
Investing.com -- TD Cowen downgraded shares of Accenture to Hold from Buy and slashed its price target to $150 from $258, arguing that a near-term recovery has become increasingly difficult as growth expectations weaken and investor sentiment toward the consulting giant deteriorates.
Investing.com -- Credo Technology Group (NASDAQ:CRDO) shares climbed 3.5% on Monday after Evercore ISI analyst Mark Lipacis initiated coverage with a roaring Outperform rating and a $325 price target. Following Friday’s close at $271.83, Lipacis’s target hands the high-speed connectivity challenger a premium of roughly 20% above its current record-high trading levels. In a detailed note to clients, Lipacis argued that Wall Street is completely misjudging the scale of Credo’s long-term opportunit
SpaceX (SPCX) stock slid for two straight sessions before Thursday’s close, dropping from a post-IPO high of $225.64 to $185.00. Then a top Wall Street analyst made one of the boldest calls yet on the stock. Arete Research initiated coverage of SpaceX on June 18 with a Buy rating and a price target ...
Wall Street is adjusting its expectations for Adobe after the software giant delivered a mixed earnings report that raised more questions than it answered about the company's near-term growth trajectory. Citi analyst Tyler Radke lowered his price target on Adobe (ADBE) to $228 from $264, while ...
Investing.com -- Stifel downgraded software company Intuit to "Hold" from "Buy" and slashed its price target to $275 from $375, citing expectations that the company will lower its long-term growth outlook for key businesses as it shifts toward more value-based pricing strategies.
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