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Netflix shares jumped over 4% after Bill Ackman's Pershing Square disclosed a 3.15M-share stake, citing streaming leadership and margin growth. Despite bullish sentiment, stock remains below key long…
Meta shares rose ~1.8% as investors cheered aggressive AI capex plans ($130B-$145B for 2026), new AI models, and broad tech sector strength, despite some analysts trimming price targets.
Strategy (MSTR) has plunged 75% in a year despite holding 846,000 BTC, posting an $8.2B GAAP loss. Analysts remain bullish (14 Buy, 1 Hold) with huge upside targets, but dilution, MSCI removal risk, …
Amazon hit $3T market cap on record Q2 earnings and 37% AWS growth. Bezos filed a pre-arranged $4B share sale, causing a brief 2% dip, but analysts raised price targets citing strong AI-driven cloud …
Meta's Q2 EPS missed by 14% and free cash flow collapsed 91% due to soaring AI capex and one-time charges, sending shares down nearly 12%. Despite this, 55 of 62 analysts maintain Buy ratings with ta…
Marvell (MRVL) plunged 11% then rebounded 25% on profit-taking, not sector weakness—AVGO (+16%) and NVDA (+9%) outperformed. KeyBanc's $400 MRVL target implies strong AI-chip demand, benefiting the b…
Apple beat Q3 2026 earnings estimates but Services revenue missed forecasts and weak Q4 guidance citing chip/memory shortages triggered a 7.4% stock drop, raising concerns about near-term growth desp…
Apple stock fell over 7% premarket despite beating Q3 estimates on revenue and EPS. Profit-taking dominated as investors focus on margins, memory costs, China AI rollout, and Siri AI's ability to sus…
China approved Apple Intelligence via Alibaba partnership, boosting AAPL 4% to record highs. Strong Q2 results, bullish analyst targets from Citi and Loop Capital outweigh KeyBanc's downgrade, signal…
Netflix stock fell 7% after Q2 earnings showed weaker FCF and margins, plus softer Q3 guidance. However, 2026 revenue targets remain intact, and analysts see 60%+ upside, suggesting the selloff may b…
GOOGL fell 4.4% on Gemini 3.5 delay and talent-drain fears despite a 94% EPS beat and 21.8% Cloud growth. Analysts maintain bullish targets averaging $431.72, with one outlier at $515, implying the s…
Nvidia delivered record Q1 earnings with 85% revenue growth and $81.62B in revenue, beating expectations. CEO Jensen Huang expressed confidence in fundamentals, while 17 analysts raised price targets…
Broadcom shares surge on analyst upgrades citing strong AI chip demand. Wells Fargo, Wolfe, and Citi raised price targets, with Wells Fargo projecting AI revenue 30-40% above estimates.
Tesla shares inch up amid anticipation of slightly better-than-expected Q1 vehicle deliveries, despite recent stock decline and analyst disagreements on future price targets.
Nvidia leads the AI chip surge with bullish analyst targets driven by growing AI and cloud spending, next-gen products, and strong cash flow, despite risks from competition and execution.
The Gates Foundation sold 65% of its MSFT shares as part of portfolio rebalancing without signaling an AI-related exit. MSFT is experiencing a short-term pullback but retains strong analyst price tar…
Nvidia reported strong Q3 revenue growth of 62% driven by AI chip demand, with revenue forecast of $65 billion next quarter and boosted price targets from analysts.
Nvidia’s EBITDA and revenues are projected to surge sharply by 2026-2027 due to AI demand, with analysts raising price targets and sales estimates significantly.
Nvidia shares rose after reports CoreWeave will supply Meta up to $14.2B in AI compute using Nvidia GB300 systems and multiple banks raised price targets, citing improving component supply and sustai…
Amazon leverages generative AI across retail, logistics, Alexa and AWS, posting 11 straight EPS beats and a $265.85 average target (21% upside), while short-term technicals show caution amid modest r…