Microsoft (MSFT) Stock: The Cloud and AI Numbers That Have Analysts Bullish
TLDR IT budgets expected to grow 5.3% in 2026, up from 4.6% in 2025, according to KeyBanc survey of resellers 30% of respondents e...
Amazon (AMZN) Stock: TD Cowen Increases Price Target on Advertising Boom
TLDR TD Cowen lifts Amazon price target to $315 from $300 based on advertising business strength Survey shows 60% of Amazon advert...
AMD Stock Rallies 6% on Analyst Upgrade and TCS Partnership
TLDR AMD shares rose 6% Tuesday following KeyBanc’s upgrade to Overweight with a $270 price target The company’s server CPU invent...
Super Micro Computer (SMCI) Stock: Margin Pressure Forces Goldman to Slash Targe...
TLDR Goldman Sachs cuts SMCI price target to $26 from $34 while maintaining Sell rating Gross margins expected to fall to 7.5% in...
U.S. Greenlights Nvidia AI Chip Exports to China Under Conditions
TLDR The Trump administration has approved Nvidia’s H200 AI chips for sale to China with strict conditions and third-party testing...
NEAR AI Joins NVIDIA Inception Program to Advance Verifiable Enterprise Computin...
TLDR: NEAR AI gains access to NVIDIA’s GPU resources and developer tooling through the Inception Program partnership. The collabor...
Goldman Sachs Software Stock Picks 2026: Microsoft and Oracle Lead
TLDR Goldman Sachs launches U.S. software sector coverage naming Microsoft, Oracle, and ServiceNow as top investment picks Microso...
Nvidia (NVDA) Stock: Analyst Sees Path to $275 Despite China Headwinds
TLDR Nvidia stock traded flat at $185.00 in premarket as uncertainty over Chinese H200 chip orders continues to weigh on shares CE...
Intel (INTC) Stock: Why This Chip Maker Just Got One of Wall Street’s Highest Pr...
TLDR KeyBanc upgraded Intel and AMD to Overweight, citing nearly sold-out server CPU supply for 2026 Intel considers 10-15% price...
Bernstein Names Amazon and Meta as Best Large-Cap Tech Stocks for 2026
TLDR Amazon and Meta named top large-cap tech stock picks for 2026 by Bernstein’s Mark Shmulik despite trailing S&P 500 in 2025 Am...