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Microsoft (MSFT) Project Kilby Agreement Highlights Data Center Power Demand, Stifel Says

Microsoft (MSFT) Project Kilby Agreement Highlight...

1 week ago 11

NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off

NVIDIA (NVDA) Remains a Must-Own for Bernstein Des...

1 week ago 7

Alphabet (GOOGL) Keeps Market Outperform Rating as Citizens Flags AI Talent Retention Risk

Alphabet (GOOGL) Keeps Market Outperform Rating as...

1 week ago 8

Apple (AAPL) BofA Stays Bullish as Price Increases Could Offset Higher Memory Costs

Apple (AAPL) BofA Stays Bullish as Price Increases...

1 week ago 9

Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says

Micron Technology (MU) Higher Target Reflects Mult...

1 week ago 10

Tesla (TSLA) Seen Trading More Like a SpaceX Proxy as Merger Talk Grows

Tesla (TSLA) Seen Trading More Like a SpaceX Proxy...

1 week ago 8

Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says

Intel (INTC) Advanced Packaging Could Support AI D...

1 week ago 6

Cognex Corporation’s (CGNX) Above-Expected Guidance Signals Strong Demand

Cognex Corporation’s (CGNX) Above-Expected Guidanc...

1 week ago 7

Salesforce (CRM) Gets Buy Upgrade as AI Concerns Create Compelling Entry Point

Salesforce (CRM) Gets Buy Upgrade as AI Concerns C...

1 week ago 8

Constellation Energy (CEG) Seen as High-Quality Power Demand Play, but Goldman Flags Valuation

Constellation Energy (CEG) Seen as High-Quality Po...

1 week ago 7

Credo Technology (CRDO) Starts With Outperform Rating as Optical AI Connectivity Opportunity Expands

Credo Technology (CRDO) Starts With Outperform Rat...

1 week ago 7

International Business Machines (IBM) Upgraded by JPMorgan as Software Growth Boosts Outlook

International Business Machines (IBM) Upgraded by ...

1 week ago 7

Enphase Energy (ENPH) Gains Upgrade as Solid-State Transformers Open AI Data Center Opportunity

Enphase Energy (ENPH) Gains Upgrade as Solid-State...

1 week ago 7

NICE (NICE) Upgraded to Buy by DA Davidson as AI Disruption Fears Ease

NICE (NICE) Upgraded to Buy by DA Davidson as AI D...

1 week ago 6

SpaceX (SPCX) Lands Reflection AI Deal While KeyBanc Flags Starship Risks

SpaceX (SPCX) Lands Reflection AI Deal While KeyBa...

1 week ago 7

St. Ewe Free Range Eggs names former Müller executive as chairman

St. Ewe Free Range Eggs names former Müller execut...

1 week ago 5

US online spending hits $8.3 billion as Amazon Prime Day kicks off, Adobe says

US online spending hits $8.3 billion as Amazon Pri...

1 week ago 7

Pegasystems (PEGA) Launches Solution Designer Initiative to Streamline Enterprise AI Delivery

Pegasystems (PEGA) Launches Solution Designer Init...

1 week ago 7