Quick Read - FRNW gained 33% YTD, tripling SPY's 11% return, a performance driven by AI data center power demand rather than traditional clean energy tailwinds. - GEV booked $18.3B in Q1 orders, up 71% organically, including $2.4B in data center electrification that already...</p
The clean energy ETF ICLN offers lower fees while AMLP delivers a 7.6% higher dividend yield amid contrasting energy strategies. Investors face a stark choice between the iShares Global Clean Energy ETF (ICLN) and the Alerian MLP ETF (AMLP), reflecting opposing energy sect
Nine Wall Street firms initiated coverage of Cerebras, targeting shares at $340 within 12 months, citing AI chip demand growth. Cerebras shares climbed 5.5% in premarket trading after multiple Wall Street brokerages, including Morgan Stanley and Citigroup, initiated covera
The NASDAQ-listed AI infrastructure firm will deploy 65 MW of NVIDIA GPU capacity by 2027 to support UK enterprises and research. Nebius will invest £1.7 billion to expand its UK AI compute infrastructure across four sites, adding 65 MW of NVIDIA GPU capacity by 2027. The
Stifel raises MRVL price target 39% to $321, citing accelerating AI-driven connectivity needs in data centers. Stifel increased its 12-month price target for Marvell Technology (NASDAQ:MRVL) to $321 from $230, maintaining a Buy rating. The adjustment follows a keynote by C
Analysts raise long-term forecasts for Oracle amid $100 billion capex guidance and strong data center execution. Scotiabank increased its price target for Oracle (ORCL) to $290 from $215, maintaining a Sector Outperform rating. The adjustment follows a 71% rally in ORCL sh
Apple’s App Store revenue rose just 3% in May, down from April, with US sales declining 7%, UBS said. UBS maintained a Neutral rating on Apple (NASDAQ:AAPL) with a $296.00 price target after App Store growth slowed to 3% in May, the first low-single-digit increase this yea
Broadcom Inc. (NASDAQ:AVGO) is one of the On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, noting how concer
Meta Platforms Inc. (NASDAQ: META) is one of the While investors continue to question the payoff from Big Tech spending, UBS sees one tech firm showing early signs of monetization. On June 4, UBS analyst Stephen Ju reiterated a Buy rating and $865.00 price target on Meta P
NVIDIA Corporation (NASDAQ:NVDA) is one of the Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with a $255 price
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