The runup in AI stocks is the “same situation” as the tech bubble of 1999-2000, said Ariel Investments’ John Rogers.
This wearable AI stock is set to rally thanks to a broader business focus, Jefferies says
A maker of energy efficient computer chips is likely to soar as smart-device hardware and AI compute businesses continue to gain traction, one analyst says.
Micron to nearly triple as investors wake up to value, D.A. Davidson says: ‘If you don’t buy it, they will’
Micron Technology is poised for more gains. The chipmaker is in future sales for memory and storage solutions, one analyst says.
Here are Wednesday’s biggest analyst calls: Nvidia, SpaceX, Apple, Tesla, Marvell, Flutter, Micron & more
Here are Wednesday’s biggest calls on Wall Street.
This data infrastructure app has had a strong 2026. It could get even better, Evercore ISI says
The investment firm upgraded the data infrastructure stock to outperform from in line.
Marvell just gave a bullish outlook. It led TD Cowen to upgrade the stock
The bank upgraded the chip stock to buy from hold.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
A rally in tech stocks and cooler Treasury yields lifted the S&P 500 to an all-time high and a record close on Tuesday.
This photonics stock is already up 600% in one year. Now it’s breaking out again
We have a clear breakout from a consolidation area going back to April.
Private credit woes aren’t dampening demand for alternatives, says Goldman Sachs Asset Management
Why investors remain happy with alternative investments, and how some opportunities are emerging in private credit, according to a leading Wall Street bank.
Wall Street says Elon Musk’s Terafab talks with TSMC could spell bad news for Intel
Intellectual property licensing or a process-technology agreement are options in play, analysts say.