High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Intel shares climbed about 5% in premarket trading after Bank of America double-upgraded the stock from Underperform to Buy and raised its price target to $135 from $96, driven by growing confidence in the company’s server CPU opportunity and its external foundry business.
Investing.com -- Pfizer shares may have found a more balanced risk-reward profile after a sharp decline this year, prompting RBC Capital Markets to upgrade the drugmaker to Sector Perform from Underperform while maintaining its $25 price target. The brokerage said the stock's roughly 11% pullback from its 2026 highs has brought valuation in line with its expectations, reducing the downside risks it had previously highlighted.
Investing.com -- Illumina received a bullish rating upgrade from JPMorgan, which raised its recommendation to Overweight from Neutral and lifted its December 2026 price target to $185 from $125, citing growing confidence in the DNA sequencing company's ability to sustain strong growth despite increasing competition.
Investing.com -- Bank of America upgraded STMicroelectronics (EPA:STMPA) (NYSE:STM) shares to Buy from Neutral on Tuesday, setting a Street-high price target of €86/$100, arguing the market is underestimating the chipmaker’s earnings power over the next two to three years.
Tesla bear JPMorgan revised its view on Elon Musk's electric vehicle company. The stock is down about 4% this week.
Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns. The Ad-Supported Pivot The core driver of the upgrades is a validated channel shift toward I
Dell Surges as Bernstein Sees Massive Upside From Exploding AI Demand
(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe
Investing.com -- MongoDB (NASDAQ:MDB) reported first quarter fiscal 2027 results that exceeded analyst expectations and raised its full-year outlook, driven by strong demand for its database platform across enterprise and AI applications.
Investing.com -- Bank of America upgraded Agilent Technologies to “Buy” from “Neutral,” citing strong execution, market share gains, and resilience across key end markets despite broader concerns in the life sciences tools sector.
Micron Technology (MU) stock is surging by as much as nearly 14% on Tuesday after UBS raised its price target on the memory chipmaker to a Wall Street-high view of $1,625 from its previous forecast of $535.
The maker of backup generators has "multiple shots on goal" for data center contracts, with potential to land two data-center deals this year, Jefferies said in a report.
Investing.com -- UBS has upgraded Alcoa shares to “Buy” from “Neutral,” raising its price target to $80 per share from $75, citing expectations that prolonged disruptions to Middle East aluminium production will keep prices and premiums elevated for years.
Investing.com -- Generac Holdings shares rallied nearly 7% on Friday after it received a bullish upgrade from Jefferies, as analysts argued the backup power equipment maker is nearing a “moment of truth” in securing major hyperscaler data-center contracts tied to the AI infrastructure boom.
Investing.com -- Seaport Research upgraded Texas Instruments to Buy from Neutral on Friday, setting a $400 price target and arguing that a sweeping re-architecture of data center power distribution will drive a surge in demand for power analog semiconductors over the coming years.
Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.
Alibaba has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese company aggressively pursues its AI ambitions on multiple fronts. Alibaba also released an update of its large language model, called Qwen3.7-Max, which is engineered for more advanced agent coding and complex reasoning. Alibaba’s management said in a recent earnings call that scaling up the deployment of its in-house chips represent “the highest value for money compute power,” which will improve Alibaba Cloud’s margins.
AT&T, T-Mobile, and Verizon have all seen elevated customer losses in recent months amid rising competition. In an effort to gain ground, the three carriers are joining forces to deliver a significant network upgrade for customers, a move that challenges a fast-growing competitor. In the ...
Wall Street rarely changes its mind twice on the same stock within three weeks. With Arista Networks (ANET), it just did. On May 15, a bullish call flipped Arista from a stock investors had been quietly trimming over customer concentration fears into one of the cleaner AI infrastructure plays ...
Bitcoin is sliding amid high Treasury yields. Circle stock won an analyst upgrade. HIVE Digital soared on AI gigafactory plans.
Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%
On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...
Investing.com -- TD Cowen has upgraded Starbucks to Buy and raised its price target to $120, arguing that the coffee chain's turnaround is still in its "early innings" with multiple drivers that could push earnings and margins above Wall Street expectations over the next two and a half years.
Little things can ruin a shopping experience. More than 1,100 American consumers shared their biggest retail pain points when asked by YouGov. About 44% express frustration with empty shelves and a lack of stock. 35% find waiting in line a bothersome part of the purchase process. Another 31% ...
Investing.com -- Analysts at Citigroup upgraded Lowe's to “Buy” in a new earnings preview report, arguing the home improvement retailer is well-positioned to outperform rivals despite ongoing macroeconomic uncertainty and a sluggish housing market.
Quantum computing has minted few clean winners, but IonQ (NYSE:IONQ) is making the strongest case for category leadership after a Q1 that blew past every line of guidance. Our 24/7 Wall St. price target reflects a model that combines forward earnings power with proprietary factor adjustments, and on IONQ the signal is unusually loud. The ... Prediction: IonQ Price Target Soars With a 383% Upside in 12 Months
Investing.com -- Shares in On Holding jumped in premarket trading after the Swiss sportswear company reported first-quarter sales and earnings that topped analyst expectations, while its margin outlook for the full year also came in ahead of forecasts.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
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