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29,773 signal articles · 71 in last 24h · 148,348 total before filter · latest 1h ago
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Investing.com24d agobullish
Dynatrace upgraded by Morgan Stanley as observability demand boosts growth

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Investing.com86d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

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.com113d agobullish
MongoDB raises guidance on AI demand; stock continues rally

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.