News

UBS just made a move on Palantir that most of Wall Street isn’t ready for.

Bank of America says what matters most is not the number.

JPMorgan cut its Adobe stock price target to $315 from $340, but kept an Overweight rating, calling the shares cheap ahead of a monetization recovery.

Barclays raises Oracle stock price target to $252, keeping an Overweight rating, after strong fiscal Q1 growth and improved funding.

Here’s what could happen to ORCL shares next.

Four banks marked this Nevada miner down in August. One just went the other way.

Palantir’s latest AI move gives Wall Street more to consider

Bank of America just published its verdict, and it cuts both ways.

Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.

Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.

The bank’s revised forecast says something uncomfortable about today’s price.

Here’s what could happen to SPCX shares next

JPMorgan adjusted its Lululemon stock price target after Q2 results and management’s updated outlook.

Here’s what could happen to INTC shares next

Here’s what could happen to MU and SNDK shares next

Morgan Stanley hikes its Snowflake stock price target after a blowout quarter fueled by AI adoption and accelerating revenue growth.

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

A powerful cloud trend is reshaping Microsoft’s investment case.

Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Rosenblatt Securities raised HIVE Digital’s price target, citing the company’s growing push into AI infrastructure after a strong fiscal first quarter.

With 840,447 Bitcoin on its balance sheet, Strategy is the world’s largest BTC treasury company.

Investing.com -- Citi cut its rating for Abercrombie & Fitch (NYSE: ANF) to Neutral from Buy on Thursday, saying the retailer's sharp post-earnings rally has left the risk/reward more balanced despite a strong quarter.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

MicroStrategy is no longer underwater on its Bitcoin holdings.

The software stock selloff may have just reached a turning point.

Investing.com -- Raymond James lowered estimates across its airline coverage universe, citing a higher jet fuel price forecast, while upgrading Allegiant Travel to Strong Buy from Outperform. The carrier’s shares rose more than 2% in premarket trading.

The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.

Earlier this year, one of Wall Street's most closely watched research arms made a bold commodity price call, the boldest any large institution had made in years. The forecast turned heads. It implied the kind of return that usually only shows up in speculative assets. And for a few months, the ...