On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated...
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August 11 - News
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure.
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August 11 - Hedge Funds, News
Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory...
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August 10 - Hedge Funds, News
Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference.
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August 8 - News
Cloudflare, Inc.
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August 7 - Hedge Funds, News
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings...
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July 30 - Hedge Funds, Market Movers, News
Wall Street is taking center stage in financing the AI buildout. On July 28, Meta Platforms, Inc. (NASDAQ: META) and asset manager BlackRock, Inc.
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July 29 - Hedge Funds, News
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai...
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July 27 - Hedge Funds, Market Movers, News
The sharp rally in AI chipmakers is beginning to lose momentum.
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July 17 - News
Robust revenue/ ARR beats in its fiscal Q3 2026 results have recently led Wall Street to reaffirm its positive rating on Palo Alto Networks.
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June 30 - News
The firm noted how SpaceX’s IPO valuation implies a high price-to-sales multiple of an estimated 95 times 2025 revenues.
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June 30 - News
On June 25, Penguin Solutions announced an updated version of its ClusterWareAI operating system software, its specialized AI Factory Platform operating system and infrastructure...
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June 30 - News
Recently, ON Semiconductor was in the news related to announced plans for buying Synaptics, an American neural network technologies and computer-to-human interface devices development...
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June 30 - News
On June 26, Deloitte, IBM and Red Hat’s Lightwell announced a joint collaboration aiming to address vulnerabilities in open source software supply chains as artificial intelligence...
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June 30 - News
One Wall Street firm has recently assumed coverage on American Tower, citing it as one of the best positioned stock in its peer group with a clear path toward high single-digit...
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June 30 - News
While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive...
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June 30 - News
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating.
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June 30 - News
Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technology.
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June 30 - News
Following up on our previous trail of breadcrumbs pointing towar ds AAPL looking deeper into using local content in/from China for myriad reasons, the recent news of AAPL lobbying...
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June 30 - News
Even though near-term tailwinds exist for Dell Technologies, one analyst firm believes that its current valuation and long-term competitive risks leave little room for upside.
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June 30 - News
On June 26, Morgan Stanley reiterated the stock as equal weight, stating how it anticipates robust delivery numbers from Tesla the following week.
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June 30 - News
On June 29, Bernstein reiterates Nvidia as “Outperform,” stating that the AI chipmaker is a key player in the humanoid space.
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June 30 - News
We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value creative and based on current economics in the market constitute...
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June 30 - News
A top equity strategist at Goldman Sachs believes AI investment will remain the top driver of S&P 500’s earnings growth in the second quarter.
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June 29 - Hedge Funds, Industries, News, Tech
In this article, we are going to look at the 5 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. For a longer list, you can go to 14 AI Stocks Making Moves on...
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June 29 - News
Despite shifts in Prime day expected to weigh on Q3 comparisons, one analyst firm expects Amazon to deliver a revenue beat in Q2.
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June 24 - News
On June 23, Stifel analyst Brad Reback reiterated a Hold rating on the stock with a $415.00 price target.
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June 24 - News
One of the leading AI stocks analysts are watching, analysts at Citizens have recently flagged Alphabet over renewed concerns related to the company’s ability to retain top ...
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June 24 - News
Recently, CEO Tim Cook confirmed that Apple Inc. is raising prices to offset rising memory costs.
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June 24 - News
With memory markets continuing to improve over the past three months, Wall Street is becoming more bullish on Micron Technology. On June 22, Needham analyst N.
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June 24 - News
On June 22, Jefferies reiterated the stock as hold and raised its price target to $375 per share from $350.
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June 24 - News
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price target for the stock.
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June 24 - News
One AI stock Wall Street is bullish on based on its depressed valuation, attractive margin profile, and robust cash flow is Salesforce, Inc. (NYSE:CRM).
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June 24 - News
While Constellation is a high-quality beneficiary of rising power demand, one investment firm believes much of the opportunity is already reflected in the stock’s valuation.
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June 24 - News
On June 22, Evercore ISI analyst Mark Lipacis initiates coverage on Credo Tech (NASDAQ:CRDO) with an Outperform rating and a $325 price target.
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June 24 - News
On June 23, JPMorgan upgraded International Business Machines Corporation (NYSE:IBM) to Overweight from neutral and hiked its price target to $291 from $270.
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June 24 - News
The data center power market holds significant opportunity, and Enphase Energy is one name that could benefit from it.
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June 24 - News
On June 18, DA Davidson analyst Clark Wright upgraded NICE Systems Ltd (NASDAQ:NICE) to Buy from Neutral on Thursday, maintaining its price target of $110.
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June 24 - News
While SpaceX has huge plans through its Starlink and Starship rocket, the firm is not yet enthusiastic about them.
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June 24 - News
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDAQ and the S&P 500 slipping to their lowest levels in more than a week.
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June 24 - Hedge Funds, Industries, News, Tech
In this article, we are going to look at the 5 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
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June 24 - News
Hewlett Packard Enterprise Company (NYSE:HPE) is drawing a more positive view from analysts based on its robust and sustainable demand.
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June 9 - News
On June 4, Morgan Stanley reiterated the stock as “Overweight” and raised its price target on the stock to $690 per share from $610.
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June 8 - News
On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its neutral rating.
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June 8 - News
On June 2, Citizens analyst Andrew Boone reiterated a Market Outperform rating on Reddit, Inc. (NYSE:RDDT) with a $240.00 price target.
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June 8 - News
Viewed more than just a cloud data platform, Benchmark sees Snowflake Inc. (NYSE:SNOW) as a mission-critical control plane for artificial intelligence.
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June 8 - News
On June 5, Hitachi and Intel Corporation (NASDAQ:INTC) announced entering into a strategic collaboration aimed at accelerating physical AI, advanced computing, and next-generation...
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June 8 - News
Marvell’s infrastructure story is gaining fresh support on Wall Street.
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June 8 - News
Wall Street appears somewhat cautious heading into Oracle’s 4Q print.
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June 8 - News
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