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Bernstein Reiterates Buy Rating on Iren Limited (IREN)
Insider Monkey38d agobullish
Bernstein Reiterates Buy Rating on Iren Limited (IREN)

IREN Limited (NASDAQ:IREN) is one of the 10 Best Data Center Stocks to Buy in July. On July 7, TipRanks reported that Bernstein analyst Gautam Chhugani reiterated a Buy rating on IREN while setting a price target of $100.00. Similarly, Freedom Capital upgraded its rating on IREN to Buy from Hold on July 6, maintaining […]

Wolfe Research Maintains Outperform rating on CoreWeave (CRWV)
Insider Monkey38d agobullish
Wolfe Research Maintains Outperform rating on CoreWeave (CRWV)

CoreWeave Inc. (NASDAQ:CRWV) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, Investing.com reported that Wolfe Research maintained an Outperform rating on CoreWeave while keeping a $150.00 price target on the stock. The analyst noted that CoreWeave expects the second quarter to be the largest quarter for active […]

Bernstein Reiterates Buy Rating on Vertiv (VRT)
Insider Monkey38d agobullish
Bernstein Reiterates Buy Rating on Vertiv (VRT)

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Best Data Center Stocks to Buy in July. Of the 31 analyst ratings compiled by CNN, 77% assigned Vertiv a Buy rating, while 16% rated it Hold. The stock has an average price target of $380, a 24.35% upside from the current price of $305.58. Among […]

Micron (MU) Buy Rating Reiterated by Bernstein
Insider Monkey38d agobullish
Micron (MU) Buy Rating Reiterated by Bernstein

Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, TipRanks reported that Bernstein analyst Mark Li reiterated a Buy rating on Micron while setting a price target of $1300.00. On the same day, TipRanks also reported that Bank of America analyst Vivek Arya described […]

Bank of America Securities Reiterates Buy Rating on Nvidia (NVDA)
Insider Monkey38d agobullish
Bank of America Securities Reiterates Buy Rating on Nvidia (NVDA)

NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best Data Center Stocks to Buy in July. On July 8, TipRanks reported that Bank of America Securities analyst Vivek Arya reiterated a Buy rating on Nvidia while setting a $350 price target. Nvidia continues to see strong Buy ratings from analysts, with 94% of 66 analysts […]

Is Silicon Motion Technology (SIMO) Above Fair Value Following Earnings Estimate Upgrades?
Simply Wall St.38d agobullish
Is Silicon Motion Technology (SIMO) Above Fair Value Following Earnings Estimate Upgrades?

Silicon Motion Technology (SIMO) is back on investor radar as multiple research updates flag higher earnings estimates and a top Zacks Rank, with recent revenue and earnings results cited as supporting the stronger outlook. See our latest analysis for Silicon Motion Technology. The share price of Silicon Motion Technology has moved sharply, with a 24.84% 1 month share price return and a 155.91% 3 month share price return, while the 1 year total shareholder return is 341.25%, indicating strong...

Should Arm’s AI-Driven Licensing Surge and New AGI CPU Strategy Require Action From Arm Holdings (ARM) Investors?
Simply Wall St.38d agobullish
Should Arm’s AI-Driven Licensing Surge and New AGI CPU Strategy Require Action From Arm Holdings (ARM) Investors?

In recent days, Arm Holdings reported that licensing and other revenues rose 29% year on year to US$819 million, with royalties up 11%, reflecting strong demand for its semiconductor intellectual property across artificial intelligence, cloud, mobile, and custom silicon markets, while AI-related enthusiasm also helped lift chip and memory peers across the Nasdaq. Arm is also preparing to release its first-quarter fiscal 2027 results later in July and promoting its new AGI CPU for AI...

Is Digital Turbine’s (APPS) AI Partnership Blitz Quietly Rewriting Its Mobile Advertising Thesis?
Simply Wall St.38d agobullish
Is Digital Turbine’s (APPS) AI Partnership Blitz Quietly Rewriting Its Mobile Advertising Thesis?

In recent months, Digital Turbine has expanded its AI-focused mobile growth platform through new partnerships with Databricks, Google Cloud, and European carrier Orange, while its Chief Accounting Officer completed a routine tax-withholding share disposition that did not issue new stock. These developments highlight how deeper AI integration and international carrier agreements are reshaping Digital Turbine’s role in global app distribution and mobile advertising. Next, we’ll examine how the...

Beaten-down stock lets you buy SpaceX below market price
TheStreet38d agobullish
Beaten-down stock lets you buy SpaceX below market price

SpaceX (SPCX) is the most crowded new trade on Wall Street. It was priced at $135 in June, spiked above $225, then settled near $150. The banks that took SpaceX public were barred from publishing research on it until July 7. The moment that ban lifted, six of them initiated coverage, all with ...

Overlooked chip ETF is beating biggest AI names
TheStreet38d agobullish
Overlooked chip ETF is beating biggest AI names

Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...