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Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power availability…
Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) used to be a regular feature on Jim Cramer’s radar in 2025. The CNBC TV host praised the firm with no end as he remained optimistic about its ability to help businesses reduce costs and also play a role in the Trump administration’s cost cutting efforts. Cramer also […]
Analyst sees deeper trouble beneath Netflix's engagement slowdown
Evercore Delivers Bullish $380 Price Target for Apple Stock
Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher.
Newmont Corporation (NYSE:NEM, TSX:NGT, ASX:NEM, XETRA:NMM) remains UBS's preferred large-cap gold miner, with the bank citing clarity on capital returns and a path to growing production per share. The key overhang on Newmont's investment case, a potential large payment to Barrick to equalize...
Apple Inc. (NASDAQ:AAPL) has just released its first foldable phone, the Duo, marking the most significant design change to an iPhone in recent years. The Duo is priced at a steep $1,999 in the United States and features a 7.6-inch inner display; its outer screen is 5.4 inches in size. It is driven by the […]
Premium upgrades could keep Apple's earnings momentum alive
The target implies 219% upside from Cipher’s latest price. Morgan Stanley did not disclose revised estimates, valuation assumptions or a new rationale for the increase.
Ford hasn't raised its dividend since 2022, even though it has topped up the regular dividend with a supplemental dividend. The company might not increase its payout this year, despite the expected increase in free cash flow.
On September 15, Needham analyst James Ricchiuti lifted the firm’s price target on Teledyne Technologies Incorporated (NYSE:TDY) to $760 from $750, and reiterated a Buy rating. The revised price target reflected an upside of 27% from the close of the note. According to TipRanks, the analyst told investors that the company was well placed to […]
On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]
On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400. The research firm pointed to the company’s strong returns on investment and its growth in the obesity treatment market. Berenberg said its 2026 return on research investment analysis confirms […]
Key Stats for Alibaba StockCurrent Price: $109. 34Target Price (Mid): ~$221Street Target: ~$186Potential Total Return: ~102%Annualized IRR: ~17% / yearWhat Happened?Alibaba (BABA) gave analysts one event to react to, and they walked away pointing in opposite directions.
Key Stats for Chevron StockPrice change for Chevron stock for Last 1 Year: 32%$CVX Stock Price as of Sep. 16: $21252-Week High: $218$CVX Stock Price Target: $223What Happened?Chevron (CVX) stock is drawing fresh attention after Goldman Sachs raised its price target to $240 a share from $225, even though shares actually slipped 2.
Newmont (NYSE:NEM) shares gained 1. 5% to $123.
Dr. Ed Yardeni has been correctly bullish on the market for several years.
Brazil's central bank is signalling possible macroprudential measures
UBS just made a move on Palantir that most of Wall Street isn’t ready for.
Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Robotics needs to broaden its pitch beyond hardware to attract women and other talent drawn to solving real-world problems.
BTIG lifted its price target on Roblox Corporation (NYSE:RBLX) from $30 to $41 but maintained its Sell rating on the stock. This update came after the firm attended the Roblox Developers Conference in San Jose, California, on September 11. The research firm highlighted several factors that could support the company’s bookings growth, including the company’s […]
Mizuho lowered its price target on the stock, choosing to stay “Neutral” on INTC.
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]
Energous (NASDAQ:WATT) shares rose 1. 4% to $11.
Bank of America says what matters most is not the number.
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