Source: investing

Wolfe Research’s reaffirmation of Amazon’s $270 price target reflects steady confidence in the company’s operating model, particularly in its automation and cost-efficiency strategy. The focus on fulfilment-centre retrofits signals a...

Raymond James’ upgrade of Alphabet’s price target to $275 underscores growing investor confidence in the company’s ability to sustain strong search and advertising revenues, even amid shifting market dynamics. The...

At the moment, Microsoft’s narrative seems similar to that of a runner who is a bit tired but still way ahead of the competitors. Following the delivery of what analysts...

The recent Bernstein upgrade for Alphabet is a mere signal that the company's AI investment is finally reaping the benefits in the form of better perception and performance as well....

The journey of Meta Platforms towards becoming an AI-driven powerhouse is still very impressive to both investors and analysts. Also, the Bank of America’s $900 price target is a confident...

TSMC's record-breaking profits is not only a financial achievement, instead it is a clear indication that the global economy is being rewired through artificial intelligence. TSMC, the world's leading chipmaker,...

AMD is not only surfing the AI wave, it's assisting in building it. Its most recent deals with OpenAI and Oracle have transformed it from just being a Nvidia competitor...

Oracle's forthcoming AI World and Analyst Day are causing market excitement for good reason. TD Cowen's reaffirmed price target of $375 indicates an increasing conviction that Oracle has at last...

BMO Capital's upgrade of Alphabet's price target to $294 reflects increased conviction that Google's AI strategy is not all just about the promises, rather it's about its activity. Alphabet is...

The launch of Serverless RL by CoreWeave appears as a deliberate step to deepen its position in the AI infrastructure stack. The offering lowers friction for developers seeking reinforcement learning...