Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...
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.
The firm cited strong demand for upcoming AI chips and expanding market opportunities.
Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.
According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.
AMD stock rose more than 3% on Monday.
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.
(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Morgan Stanley bumped up its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $647 from $502. The firm maintained an “Equal Weight” rating on the shares. On June 16, Reuters reported […]
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
Meta Platforms, Inc. (NASDAQ:META) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, Bank of America analyst Justin Post maintained a “Buy” rating on the company’s stock with a price objective of $835. As per the analyst, creating a business that is focused on cloud services or AI infrastructure can […]
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
Meta Platforms has been announcing a flurry of AI initiatives that would help it monetize its capex. META stock can rise further in 2026 as the company raises its game in AI.
Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]
Analyst Sees More Upside for Meta Stock After AI Spending Boost
IREN rallies as bullish analyst backs $58 price target
Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...
I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
Nebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]
Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?
Entergy Corporation (NYSE:ETR) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. Entergy Corporation (NYSE:ETR) is an integrated US energy company that provides electricity to more than 3 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. On June 10, BMO Capital lowered its price target on Entergy Corporation (NYSE:ETR) from […]
(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo
Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]
Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
