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JPMorgan double-upgraded AI infrastructure firm IREN to Overweight with a $65 target, highlighting a $5.5 billion Nvidia partnership and major deployments for Microsoft. The bank emphasized soaring c…
Meta rose after its new AI agent, Muse, surged to No. 3 on the U.S. App Store. Adding momentum, JPMorgan upgraded the stock from Neutral to Overweight and raised its price target to $820, citing high…
Meta's new Muse AI agent surged to No. 3 in the US App Store, prompting a JPMorgan upgrade to Overweight with an $820 price target. However, Wall Street remains divided over monetization timelines, i…
JPMorgan upgraded Meta Platforms to Overweight from Neutral and raised its price target to $820 from $640. The upgrade highlights Meta's frontier AI advances, specifically the Muse AI agent, which op…
Meta shares rallied after JPMorgan upgraded the stock to Overweight and raised its price target to $820 from $640, citing expanding monetization from its Muse AI agent. However, Oppenheimer remains c…
JPMorgan upgraded Meta Platforms to Overweight from Neutral and raised its price target to $820 from $640. The upgrade cites accelerating AI monetization beyond advertising, strong adoption of the Mu…
JPMorgan upgraded Meta Platforms to Overweight from Neutral with an $820 price target, signaling 25% upside. The upgrade cites Meta's rapid AI expansion, frontier models, and emerging monetization op…
JPMorgan named Broadcom and Marvell top picks as hyperscaler earnings validate strong momentum for custom silicon ASICs. Google's ongoing TPU investments and Amazon's robust demand for Trainium chips…
JPMorgan turned bullish on Salesforce (CRM) after a 20% monthly rally, citing Agentforce ARR growth of 205% YoY to $1.2B. Price target of $276 implies 37% upside, though CRM is not a covered symbol.
JPMorgan raised Microsoft's price target to $625 from $550, citing accelerating Azure growth and Copilot adoption. Analyst sees AI infrastructure spending translating into higher-margin software reve…
J.P. Morgan raised Microsoft's 2027 price target to $625 from $550, maintaining Overweight rating, citing Copilot adoption and Azure AI infrastructure growth potentially adding $24-41B in revenue.
JPMorgan raised Microsoft's price target to $625 from $550, citing accelerating Azure and M365 Copilot growth driven by AI infrastructure buildout, strong Q4 earnings, and disciplined capex versus pe…
S&P 500 EPS growth streak nears record highs, driven by AI-fueled cloud acceleration (AWS +37%, Azure +43%, Google Cloud +82%). JPMorgan raised 2026 EPS estimate and S&P 500 target to 8,000, reflecti…
J.P. Morgan raises Apple's price target to $315, forecasting 16% iPhone revenue growth in early 2026 and limited margin pressure due to strong supplier contracts, driving shares up 1.8%.
Apple shares jumped after strong iPhone 17 launch and a JPMorgan price-target hike to $280, driven by robust early demand for Pro models and raised unit forecasts.