Notícias

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

Intel Stock Takes Another Hit as UBS Trims Price Target to $112

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 ...

SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...

Investing.com -- Analysts at Citi downgraded shares of SentinelOne and Netskope to Hold from Buy, saying the stocks have rallied sharply since April and now reflect expectations for a near-term demand inflection that may take longer to materialize.

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

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

Investing.com -- Wells Fargo downgraded Roku to Equal Weight from Overweight on Friday, saying the streaming platform's strong second-quarter results had lifted its estimates but left limited upside to its valuation as the company moves toward its planned acquisition by Fox Corp.

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.

Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.

Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...

Five Below is making important structural improvements, transforming itself from a trend-driven retailer into a durable growth story, this analyst said.

Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts.

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Investing.com -- Wolfe Research made two rating changes across large-cap medical devices, downgrading Stryker while upgrading Abbott Laboratories on Thursday.

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable.

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target.

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Investing.com -- Morgan Stanley downgraded its view on cross-border e-commerce platform Global-e Online to Equal-weight from Overweight, saying the market now better reflects the company’s durable growth and competitive position. The bank nevertheless raised its price target to $44 from $37 as it rolled its valuation framework forward to 2028 and incorporated the impact of the Passport acquisition.

According to TheFly, HSBC noted that Trade Desk is staring at an increasingly competitive operating environment across the advertising technology supply chain in the middle of AI-accelerated structural shifts away from the open web.