Qualcomm’s $5 billion FY27 data center revenue guidance prompts an upgrade, though long-term AI roadmap concerns persist. Morgan Stanley raised its Qualcomm (QCOM) price target to $231 from $146 and upgraded the stock to Equal-weight from Underweight. The firm cited QCOM’s
Analyst raises Applied Materials target amid semiconductor growth but sees stronger earnings potential in ASML. Cantor Fitzgerald raised its price target for Applied Materials (NASDAQ:AMAT) to $850 from $650, maintaining an Overweight rating. The move reflects optimism abo
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technology Recently, on June 25, JPMorgan an
Apple (NASDAQ:AAPL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Loop reiterated the stock as "Buy." The firm noted that its channel checks show Apple is looking into China for "memory relief." Following up on our previous t
Dell Technologies Inc. (NYSE:DELL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Even though near-term tailwinds exist for Dell Technologies, one analyst firm believes that its current valuation and long-term competitive risks leave litt
Tesla, Inc. (NASDAQ:TSLA) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Morgan Stanley reiterated the stock as equal weight, stating how it anticipates robust delivery numbers from Tesla the following week The firm cit
NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Bernstein reiterates Nvidia as "Outperform," stating that the AI chipmaker is a key player in the humanoid space The firm highlighted both
CIO survey shows 68% of firms now have dedicated AI budgets, with Microsoft leading vendor spend expectations for 2026. Deutsche Bank reiterated its Buy rating on Microsoft (NASDAQ:MSFT), calling the stock underappreciated amid strong AI momentum. The firm highlighted sust
Google parent Alphabet replaces Verizon in the Dow Jones, expanding the index’s exposure to tech and AI sectors. Alphabet (GOOG, GOOGL) will join the Dow Jones Industrial Average on June 29, replacing Verizon Communications. The move adds a major player in advertising, clo
The S&P 500's top 10 holdings now account for over 40% of its value, the highest concentration since the dot-com era. The S&P 500's top 10 stocks now represent more than 40% of the index's total value, up from 23% in 2000. This surge is driven by the "Magnificent Seven" te
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