Data center operator Switch eyes a $10 billion IPO in Q4, reflecting strong investor demand for AI infrastructure assets. Data center operator Switch has engaged Goldman Sachs and JPMorgan Chase to underwrite an initial public offering that could raise up to $10 billion as
U.S. data-center owners are marketing majority stakes in several operating companies as investors seek control of infrastructure supporting the expansion of artificial intelligence. Bankers are working this summer to sell stakes in Netrality Data Centers, DataBank, Edged a
Baird raised Mastercard’s price target citing revenue acceleration and better-than-expected margins in upcoming quarters. Baird increased its price target for Mastercard (MA) to $680 from $660 while maintaining an Outperform rating. The firm anticipates revenue growth acce
AAPL boosts foldable iPhone production to 10 million units and secures components for 80 million devices ahead of 2026 launches. Apple plans to introduce at least five new iPhone models by early 2027, including a foldable device. The company has increased production target
Baird raised Visa's price target citing strong secular trends and potential Q3 2026 earnings beat. Baird increased its price target for Visa (V) to $412 from $370 while maintaining an Outperform rating. The firm highlighted Visa’s long-term growth potential driven by robus
Analyst cites potential AI and cloud infrastructure investments as key drivers for Meta Platforms' long-term revenue growth. Bank of America maintained its Buy rating on Meta Platforms (META) with an $835 price target, citing the company’s potential to generate new revenue
Alphabet’s deepening AI partnerships and enterprise focus drive a Needham analyst to reaffirm a Buy rating with a $450.00 target. Alphabet Inc. (NASDAQ:GOOGL) strengthened its AI leadership as Cognizant expanded its Google Cloud partnership to accelerate Gemini Enterprise
Analysts at TD Cowen and Goldman Sachs maintain Buy ratings on NVIDIA with price targets of $275 and $285, citing AI platform dominance. NVIDIA (NASDAQ:NVDA) remains a top hedge fund pick as analysts highlight its integrated AI hardware and software platform. TD Cowen’s Jo
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group This group focuses on assisting clients with AI impl
The firm cites accelerating cloud demand and better-than-expected Q2 operating income for the upgrade. Wells Fargo increased its price target for Amazon (AMZN) to $313 from $312, maintaining an Overweight rating. The adjustment reflects expectations of strong Q2 performanc
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