The firm upgraded the cloud communications stock to an outperform from neutral and raised its price target to $160 per share from $115.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 closed at a record on Thursday, as President Donald Trump’s call for lower rates boosted stocks. Here’s what’s on CNBC’s radar going into Friday.
The new AI rally is leaving Apple behind, at least for now
Apple is struggling in January, while the excitement around Stargate is helping to boost other AI-related stocks.
Underneath the AI optimism lurks some troubling trends for the chip sector
The semiconductor industry is experiencing a dramatic bifurcation, with shares of AI-focused chipmakers soaring while those tracking traditional markets struggle.
Goldman says it’s not too late to move out of cash to nab more yield. Here’s what it likes
Goldman Sachs sees select opportunities across the fixed-income market.
This retailer just broke out and is entering a new bullish phase, according to the charts
David Keller breaks down the charts on Dick’s Sporting Goods.
These are the 2 stocks that will win the most from Trump’s AI project Stargate, analysts say
President Donald Trump’s Stargate foray could present a major boon for these technology companies, according to Wall Street.
A power stock getting a Trump boost has more room to run, according to the charts
Todd Gordon breaks down the charts in Vistra.
This airline has compelling fundamentals amid a robust winter travel season. How to play it
Mike Khouw breaks down a trade in Delta.
Goldman Sachs is bullish on this little-known software company
This company is a leader in a growing market, per Goldman.