Palantir Stock Down 7 %, Is This a Buying Opportunity?
The 7 % drop in Palantir’s shares is a warning sign rather than a clear opportunity. The decline appears largely driven by reports that an internal U.S. Army memo flagged...
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Oracle stock price target reiterated at $375 by TD Cowen ahead of AI World
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...
IonQ vs Rigetti: Which Quantum Computing Stock Offers Better Value
The comparison between IonQ and Rigetti highlights two very different strategies for achieving leadership in quantum computing. Both companies are pursuing distinct hardware approaches, financial models, and partnership paths, and...
BMO Capital Raises Alphabet Stock Price Target to $294 on AI Leadership
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...
CoreWeave Shares Jump After Launch of Serverless RL Platform for AI Agent Training
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...
SoundCloud Adds New Social Feature Letting Users See What Songs Their Friends Like
SoundCloud is moving into a new realm by incorporating social features that expand the interactivity and community aspect of the music streaming experience. Long known for being principally loyal to...
HSBC Downgrades Intel stock to Reduce Despite Recent Investments
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 Reaffirms “Outperform” on CoreWeave, Sets $175 Price Target
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...
Oracle Shares Fall over 2 % After Internal Data Shows AI Server Rentals are Unprofitable
Oracle’s AI rental business showing losses highlights a critical moment in the company’s shift toward cloud-based infrastructure. The data indicates that its AI server leasing operations are not yet profitable,...
Jefferies Raises PT on Alphabet (GOOGL) Stock
Alphabet's new price target increase by Jefferies to $285 confirms the market's increasing conviction that Alphabet's AI strategy is more of a marathon than an immediate win. Though Gemini isn't...
3 Strong Drivers Behind Bullish Outlook For Uber Stock
Uber’s latest bullish case rests on three pillars: operational strength, innovation momentum, and relative valuation advantage. Each of these suggests that the company is moving from a volatile post-IPO story...
Intel Stock (INTC) Gets Price Target Lift on Strategic Moves and Foundry Expansion
Intel's recent headlines make the firm appear to be finally in charge of its own narrative, but maybe investors need to read between the lines. The increase in price target...
AMD Stock Price Target Raised to $200 From $140 by Bernstein on OpenAI deal
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...
Dell shares rise as revenue growth signals recovery in enterprise demand
Dell’s latest revenue growth points to a measured but meaningful rebound in enterprise IT spending. The company’s strong quarter suggests that organizations are beginning to refresh infrastructure and allocate more...
Oracle Seen as Potential First New Trillion-Dollar AI Stock of the Decade
The prediction that Oracle could become the first new trillion-dollar company of the decade highlights the growing investor confidence in enterprise-focused AI infrastructure. Oracle’s transformation from a traditional database vendor...
Apple at Risk of 13 Percent Value Loss After Stagnant iPhone Pricing
Apple’s decision to hold the iPhone 17’s base price at US$799, unchanged since 2019, reveals the company’s cautious pricing strategy amid shifting global demand and consumer sentiment. While this move...
After Getting a $5 Billion Investment From Nvidia, Is It Off to the Races for Intel's Stock?
Intel's recent upsurge seems like the redemption story that no one had predicted. A $5 billion investment by Nvidia and a 10% government share have miraculously turned the once struggling...
AMD Stock Skyrockets 30% as OpenAI Looks to Take Stake in AI Chipmaker
AMD's stock rising by 30% after OpenAI's stake announcement is actually a major moment for which the company has been waiting. For years, AMD has been chasing Nvidia in the...
OpenAI’s latest acquis-hire boosts its push into personalized AI
The recent purchase of OpenAI by Roi, a personal finance app that is run by artificial intelligence technology, marks another expansion of the amount of emphasis the company places on...
Bezos predicts millions will live in space soon
Jeff Bezos is in the news once again this week as he makes a bold prediction that millions of people will be living in space in the next several decades....