News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
A brutal 15 analysts slashed their price targets or downgraded the streaming video giant on Friday. One firm sees things differently now.
H.C. Wainwright and Berenberg became the latest firms to downgrade the stock following Eli Lilly's acquisition agreement.
Strategy Inc. (NASDAQ:MSTR) founder Michael Saylor made a case on Sunday against the BIP-110 software upgrade for Bitcoin (CRYPTO: BTC), arguing that the “proposed cure is more dangerous than the condition.” What Is The Upgrade About The upgrade is aimed at temporarily restricting the use of Bitcoin for storing large amounts of “non-monetary data,” including Ordinal inscriptions, and refocusing priorities on improving Bitcoin as “money.” Supporters of BIP-110 argue that this “spam” bloats the bl
SpaceX's unique business model comes with a high ceiling, but also a low floor.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Pinterest stock has seen a steep decline over the past few years, and recent analyst upgrades and price target increases have refocused attention on whether the current share price still looks expensive relative to the company’s fundamentals. Over the past 5 years, Pinterest shareholders have seen the stock fall about 69.8%, which puts the recent short term rebound in the context of a much longer period of weak returns. Analyst optimism around user engagement, monetization and products like...
Morgan Stanley recently boosted its outlook for Wyndham Hotels & Resorts and other lodging companies, expecting second-quarter results to benefit from strong US room revenue helped by major events like the FIFA World Cup. This upbeat sector view arrives even as Wyndham faces questions about weaker revenue per room, declining returns on capital, and the effectiveness of recent investments. Next, we’ll examine how Morgan Stanley’s optimism about US room revenue resilience interacts with...
In recent days, Dycom Industries reported a record backlog and raised its fiscal 2027 revenue outlook, supported by escalating demand for AI-driven digital infrastructure and data center projects, alongside recent acquisitions such as Power Solutions and National Technology Integrators that broaden its capabilities. This combination of enhanced long-term revenue visibility, rising cash flows, and increasingly positive analyst earnings estimates is reshaping how the company is perceived...
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...
Earlier this week, TD SYNNEX announced it had been named one of Fortinet’s approved global distributors, while Fortinet also unveiled upcoming FortiEndpoint enhancements that add AI governance, native data loss prevention, and FortiAI-assisted operations, expected to be available in the third quarter of 2026. Together, the broadened TD SYNNEX channel role and AI-focused FortiEndpoint upgrades highlight how Fortinet is pairing distribution scale with richer AI security capabilities to support...
UnitedHealth Group stock has delivered a 54.8% return over the past year, yet the broader valuation checks point to a mixed picture rather than a straightforward bargain or clear overvaluation. UnitedHealth Group's 54.8% gain over the last 12 months puts recent buyers in a strong position, but it also raises the bar for what counts as good value from here. On the positive side, recent earnings strength and margin improvements can support the case that the current price still reflects...
The UK government, on Thursday, confirmed it will ban the sale of high-caffeine energy drinks to children under 16 in England starting April 2027.
JPMorgan has slashed its price target on Coinbase Global Inc. (NASDAQ: COIN) to $196 from $283. This is nearly a 31% cut, while maintaining an "Overweight" rating on the largest U.S. crypto exchange. The revision, led by analyst Kenneth Worthington, still implies roughly 24% upside from the ...
New AI features could unlock massive upgrade demand
The firm said it expects a stronger product cycle ahead.
Wall Street Giant HSBC Makes Bullish Apple Bet on AI and New iPhones
The chipmaker's stock has gotten way too overheated.
TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Citigroup (C) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Wells Fargo (WFC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Ubiquiti (UI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
The company is letting its Big Tech peers pony up for research and development and then is ready to swoop in to grab the best models when the dust settles.
Capital One says Palo Alto Networks stock will rip higher from here in the second half of 2026. Here’s why the firm is bullish on PANW shares.
Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.
Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.
Seven decades of annual raises say plenty about this business. The current yield makes it worth a fresh look.
TSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.