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Melius Research raises Alphabet's price target to $350, driven by cloud growth and Gemini, offsetting long-term search deceleration. Majority of brokers rate GOOGL as buy or higher.
TD Cowen upgrades Amazon to Buy for 2026, citing strong AWS, AI contributions from Anthropic, and a $35 billion India investment driving growth and positioning.
Microsoft is positioned for strong gains from its OpenAI stake and AI cloud infrastructure growth. Nvidia benefits from powering AI hardware demand. Both stocks stand to gain significantly as AI adop…
Analyst Jeff Wlodarczak raises Alphabet's price target to $400, citing strong positions in Google Search, AI chip development, and YouTube dominance, reflecting bullish sentiment and increased confid…
Amazon AMZN shares surged 13% premarket due to strong 20% growth in AWS cloud revenue and bullish sales outlook, easing AI market share concerns amid solid retail and advertising performance.
Zacks highlights Alphabet's strong cloud and search growth, $50B Google Cloud run-rate, and AI partnerships boosting queries; litigation and stiff cloud competition are noted as risks.