Wall Street analysts are raising price targets for Analog Devices (ADI) up to $350, driven by the anticipated boost from AI infrastructure and an industrial sector recovery in 2026. The...
Equinix (EQIX) has seen recent outperformance due to upwardly revised earnings estimates and analyst confidence in its near-term profit potential, despite increased insider selling. The company's investment case hinges on...
KLA Corporation (KLAC) is experiencing positive momentum, with its stock nearing recent highs due to a major analyst upgrade, increased price targets, and robust industry forecasts for chipmaking equipment driven...
This article compares Apple and Amazon to determine which is the better stock to buy now. While Apple's AI innovations have been slow, its powerful ecosystem and financial soundness are...
Morgan Stanley has named Astera Labs (ALAB) a top semiconductor pick for 2026, citing strong AI and data center demand, leading to a significant rally in its share price. Despite...
Morgan Stanley initiated coverage on Omnicom Group with an "Equal Weight" rating, contrasting with other analyses suggesting the company is undervalued. The article explores how this difference in opinion, alongside...
Intuit (INTU) is navigating a dynamic period, balancing its new USDC stablecoin partnership with Circle and the perennial demand for TurboTax as the 2026 tax filing season approaches. Despite intraday...
Caterpillar (CAT) is navigating a dual identity in 2025, acting as both a traditional industrial growth proxy and a surprising beneficiary of the AI boom due to demand for power-generation...
Texas Instruments' new 300mm Sherman fab has officially begun production, marking a significant U.S. manufacturing milestone. However, analysts are divided on the company's 2026 outlook, with some raising concerns about...
T-Mobile (TMUS) is balancing shareholder returns with a promotional wireless market as 2025 closes, facing a nearly 29% pullback from its 52-week high. Investors are keenly awaiting the February 11,...
Ambarella (NASDAQ:AMBA) insider Chan Lee sold 2,406 shares of the company's stock, valued at approximately $172,799, reducing his stake by 1.89%. This sale occurred after Ambarella reported strong quarterly earnings,...
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock could double by 2030 due to its strong core advertising business, which acts as a cash cow, and the impressive momentum of its rapidly...
Target Corp.'s digital operations have been restored after a technology outage impacted online order pickup, returns, and other functions during the crucial holiday shopping season. According to Chief Stores Officer...
Jensen Huang, CEO of Nvidia, has confirmed plans to build a new campus in Israel, which he referred to as "our second home." This new facility is expected to double...
In celebration of America's 250th anniversary in 2026, U.S. Transportation Secretary Sean P. Duffy, General Motors, and HERE Technologies have launched Explore250, a new app designed to enhance the road...
The article reports that Caterpillar's stock has experienced a sharp decline. This drop is attributed to the AI trade losing its momentum, suggesting a broader market shift away from AI-related...
Caterpillar Inc. has experienced a significant stock slide, its worst since April, attributed to investor skepticism regarding the sustainability of the AI-driven market rally. Despite a partnership with Vertiv to...
France's Autorité de la concurrence rejected privacy-focused search engine Qwant's antitrust complaint against Microsoft, finding insufficient evidence that Microsoft holds a dominant position in search syndication markets or that Qwant...
Digital Realty Trust has appointed Stephen R. Bolze, an infrastructure veteran, to its board and Audit Committee, signaling a strategic shift towards managing energy-intensive AI workloads. This move, coupled with...
American Tower (AMT) is shifting its focus to developed markets and expanding its CoreSite data center platform to capitalize on growing AI-related demand, a move supported by strong Q3 results...
Analysts have issued mixed ratings for two technology stocks: Palo Alto Networks (PANW) and Applied Materials (AMAT). Palo Alto Networks received a "Strong Buy" consensus with a significant upside, notably...
Willdan Group recently announced strong earnings, elevated its 2025 financial targets, and acquired Alternative Power Generation, Inc., enhancing its AI-driven energy infrastructure capabilities. This move positions Willdan to capitalize on...
Ciena Corporation's stock price surged over 10% following its impressive Q4 2025 earnings report, which exceeded market estimates and offered strong revenue guidance for fiscal year 2026. Major brokerage firms...
Microsoft is projected to hit a $5 trillion market cap in 2026, driven by its significant investments and advancements in AI. The company's strategic stake in OpenAI has provided it...
Monolithic Power Systems, Inc. (MPWR) is gaining significant attention due to its upcoming inclusion in the Nasdaq-100, reaffirmed quarterly dividend, and strong positioning as a key beneficiary of the AI...
Digital Realty Trust recently appointed Stephen R. Bolze as an independent director, bringing expertise in power and large-scale infrastructure, which is crucial for managing the energy demands of AI workloads....
Analysts have presented mixed opinions on technology stocks Palo Alto Networks (PANW) and Applied Materials (AMAT). Palo Alto Networks received a "Strong Buy" consensus with a $232.88 price target, featuring...
Salesforce (CRM) stock is at a critical juncture, facing debates about its valuation as a potential bargain versus a "value trap" amid market shifts towards AI infrastructure. The company is...
Arm Holdings (ARM) is facing renewed scrutiny after China reportedly built a prototype extreme ultraviolet lithography machine, raising competitive concerns within the AI chip sector. This news, coupled with analyst...
WhiteFiber (WYFI) has secured a significant 10-year, $865 million AI colocation deal with Nscale, which boosted its share price by 17.1% on the day of the announcement. Despite this, the...
Western Digital (NASDAQ: WDC) stock is experiencing a triple catalyst event driven by its upcoming inclusion in the Nasdaq-100, numerous analyst upgrades and price target hikes, and increasing demand for...
Entergy was awarded the Silver Best Practices Award by Chartwell for Excellence in Serving Vulnerable Customers, recognizing its digital LIHEAP platform. This 24/7 online application system streamlines access to energy...
China has secretly developed a prototype Extreme Ultraviolet (EUV) lithography machine, critical for producing advanced semiconductor chips, with the help of former ASML engineers. This project, dubbed China's "Manhattan Project"...
Applied Materials (AMAT) is experiencing rising analyst targets driven by increasing AI-related semiconductor demand, particularly in memory and leading-edge logic. However, stricter U.S. export controls to China and growing competitive...
Intel (NASDAQ: INTC) is ending 2025 with significant developments: the U.S. antitrust clearance of Nvidia's strategic investment, and a critical milestone in its foundry operations with the installation of ASML's...
Cisco (CSCO) is gaining Wall Street attention, surpassing its dot-com era peak, driven by AI data-center networking demand, Splunk integration, and raised fiscal 2026 guidance. Shares closed at $78.42 on...
Seagate Technology (STX) is gaining traction due to its impending inclusion in the Nasdaq-100 index, effective December 22, 2025, which is expected to drive demand from index-tracking funds. The company's...
Advanced Micro Devices (NASDAQ: AMD) is seeing renewed focus after a strong rebound, driven by AI infrastructure demand and key partnerships. The article details AMD's recent market performance, key developments...
This article details key catalysts influencing Alphabet Class C (GOOG) stock as of December 20, 2025, including a significant Google Cloud partnership with Palo Alto Networks, efforts to enhance Google's...
Coherent (COHR) has seen significant investor optimism due to its silicon carbide platform for AI data centers and strong revenue growth, resulting in an 84.74% year-to-date share price surge. However,...
Hewlett Packard Enterprise (HPE) and Chunghwa Telecom are collaborating to establish an international disaster recovery (DR) center in Taiwan. This initiative aims to bolster cyber resilience and data protection for...
This article recommends two dividend stocks, Realty Income and AT&T, for investors prioritizing income over growth. Realty Income offers monthly dividends from its stable real estate portfolio, while AT&T is...
Jefferies recently upgraded Procter & Gamble (PG) to Buy, highlighting its AI-driven efficiency gains and strong brand power. While the stock's 2025 return is currently negative, its five-year total shareholder...
Mizuho Securities analyst Vijay Rakesh has maintained a Buy rating for Advanced Micro Devices (AMD) with a price target of $277.00, citing a 33.3% average return and 62.60% success rate...
Voya Investment Management LLC significantly increased its stake in Onto Innovation Inc. (NYSE:ONTO) during the third quarter, now holding 868,607 shares valued at $111.97 million. Institutional investors collectively own 98.35%...
Voya Investment Management LLC significantly increased its stake in SailPoint, Inc. (NASDAQ:SAIL) by purchasing 395,287 shares, representing a 10.1% increase and bringing their total holdings to 4,309,070 shares valued at...
Zevenbergen Capital Investments LLC increased its stake in ARM Holdings PLC Sponsored ADR by 4.7% in the third quarter, bringing their total ownership to 499,772 shares valued at $70.7 million....
The VanEck Semiconductor ETF (SMH) significantly outperformed the S&P 500 in 2025, largely due to the strong performance of its top holdings like Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom amidst...
Truist Financial analyst William Stein maintained a Hold rating on Arrow Electronics (ARW) with a price target of $111.26. Stein has a strong track record as an analyst in the...
Voya Investment Management LLC increased its stake in Check Point Software Technologies Ltd. ($CHKP) by 3.1% in Q3, now owning 569,863 shares valued at approximately $117.9 million. Other institutional investors...