William Blair’s list spans pure artificial intelligence plays and also AI hardware firms.
Bank of America says this one company may help Elon Musk’s DOGE cut government spending
While shares have advanced about 24% over the past year, the stock has fallen more than 6% since Election Day.
Here are Friday’s biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Travelers, Netflix, Sherwin-Williams & more
Here are Friday’s biggest calls on Wall Street.
Bernstein upgrades Netflix after blowout earnings, sees more than 20% upside ahead
There’s still more room to run for Netflix after the company’s blockbuster fourth-quarter report, according to Bernstein.
Baird upgrades this cloud communications stock, calling for around 40% upside
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.