The proliferation of AI increases demand for Micron’s DRAM and NAND nodes and other memory technology, according to D.A. Davidson.
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Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Micron, Palantir, Microsoft & more
Here are Tuesday’s biggest calls on Wall Street.
Apple gets a price target hike from UBS ahead of earnings
Apple should see its stock price go up as it continues to secure the electrical components needed to power storage for its iPhones and MacBooks, per UBS.
Tuesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 rose to a fresh all-time high and closing record on Monday as traders looked past gridlocked peace talks between the U.S. and Iran.
Saba Capital finds little appetite for tender offer of shares in Blue Owl, Starwood private credit funds
Investors’ disinterest in getting liquidity at a steep discount comes amid a quarter that saw elevated redemptions across most private-credit, non-traded BDCs.
Nvidia just hit an all-time high. Why some think a rally is just getting started
Shareholder returns are coming back into focus amid the semiconductor boom.
Jay Woods thinks worst may be over for software names if Microsoft gets above a key level this week
Jay Woods reviews key companies reporting earnings this week and touches on the most important takeaway from the upcoming FOMC meeting.
Chipmakers are overextended. Where Josh Brown is picking his spots in the sector
Josh Brown and Sean Russo look through the chipmakers on their Best Stocks list.
Eight stocks are attractive and can rally after they report earnings soon, Morgan Stanley says
The investment bank compiled a list of stocks that it expects to rise after they report their next set of results.
CrowdStrike to rally as Anthropic’s Project Glasswing spotlights AI cybersecurity risks, Mizuho says
CrowdStrike should see its shares rise as Project Glasswing calls attention to cybersecurity threats posed by the growing use of AI, per Mizuho.