54 Stories
HSBC's downgrade of Intel from Hold to Reduce will come as a shock to some investors, considering the company's recent history of billion-dollar deals. But the call captures a deeper...
Evercore ISI’s reaffirmation of an “Outperform” rating on CoreWeave underscores investor confidence in the company’s positioning within the GPU cloud infrastructure market. The $175 price target reflects optimism that CoreWeave...
Bernstein's $200 price target may sound like a conservative upgrade, but with AMD's 26% weekly rally and trading levels going through the roof, it comes across more as the market...
The Jefferies downgrade reflects a shift in sentiment around Apple’s ability to sustain momentum in its flagship iPhone segment. For years, Apple’s stock performance has been closely tied to iPhone...
Meta's aggressive move into AI video streams with its new "Vibes" feature demonstrates how rapidly the company is redefining social media. On the surface, a $900 price target might seem...
The Lynx Equity forecast that Intel stock could move into the $40 range highlights a mix of sentiment-driven momentum and uncertainty about fundamentals. Intel has been in a multiyear turnaround...
Microsoft is one of the most reliable assets in the technology sector as artificial-intelligence infrastructure demand rises. The increase in investment and advancement through AI proves the fact that the...
The Nvidia–Intel deal is a daring move that is parallel to a profound change in the chip industry. AMD has successfully operated as a challenger for years, taking away market...
Alphabet's NFL premiere on YouTube wasn't just an event of streams, it was a declaration. Attracting more than 17 million international viewers, YouTube showed that it's capable of standing side-by-side...
Super Micro Computer Inc. (SMCI) shares surged over 5% in one day after the company announced it has begun mass shipments of servers equipped with Nvidia’s Blackwell GPUs. This fast...