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Analyst Color

Forget Nvidia, This 9-Stock Memory ETF Just Rallied Over 70% In A Month
Forget Nvidia, This 9-Stock Memory ETF Just Rallied Over 70% In A Month
Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As Trump Pauses 'Project Freedom'— Super Micro Computer, AMD, Intel In Focus (UPDATED)
Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As Trump Pauses 'Project Freedom'— Super Micro Computer, AMD, Intel In Focus (UPDATED)
Advanced Micro Devices Data Center Business Just Went Beast Mode
Advanced Micro Devices Data Center Business Just Went Beast Mode
Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As Trump Pauses 'Project Freedom'— Super Micro Computer, AMD, Intel In Focus (UPDATED)
Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As Trump Pauses 'Project Freedom'— Super Micro Computer, AMD, Intel In Focus (UPDATED)
Advanced Micro Devices Data Center Business Just Went Beast Mode
Advanced Micro Devices Data Center Business Just Went Beast Mode
30-Year Treasury Yields Hit 5%: Trump's Interest Bill Balloons To $1.2 Trillion
30-Year Treasury Yields Hit 5%: Trump's Interest Bill Balloons To $1.2 Trillion
ON Semiconductor Data Center Revenue Seen Doubling As Cycle Turns
ON Semiconductor Data Center Revenue Seen Doubling As Cycle Turns

Analyst Color Recent News

Shopify Posts Strong Q1, Analyst Says Outlook Does Not Reflect Weakness In Fundamentals
Shopify Posts Strong Q1, Analyst Says Outlook Does Not Reflect Weakness In Fundamentals
Shopify's Q1 results show growth investments paying off, with revenues up 34% YoY. Analyst reiterates Buy rating, raises PT.
Arista Networks Posts Strong Q1, Analysts Say Supply Shortages Dampen Outlook
Arista Networks Posts Strong Q1, Analysts Say Supply Shortages Dampen Outlook
Arista Networks reports upbeat Q1 results. Analysts remain bullish on strong growth, although supply shortages limited revenue projections.
Lumentum Shares Dive Despite Stellar Q3 Results, Bullish Price Targets
Lumentum Shares Dive Despite Stellar Q3 Results, Bullish Price Targets
Lumentum shares down 8.45% after company reports fiscal Q3 results. Analysts remain bullish with raised price targets.
You Just Missed The SanDisk And Micron Memory Trade: These 10 Stocks Could Ride The Next AI Wave
You Just Missed The SanDisk And Micron Memory Trade: These 10 Stocks Could Ride The Next AI Wave
Memory is yesterday's trade. Liquid cooling is the next AI backlog story — Carrier orders up 500%, Trane lead times doubled. Here are 10 stocks.
Google-Parent Alphabet Hits New Highs: Stock's Momentum Score Soars As Anthropic Mega-Deal, AI Launch Fuel 23% YTD Gain
Google-Parent Alphabet Hits New Highs: Stock's Momentum Score Soars As Anthropic Mega-Deal, AI Launch Fuel 23% YTD Gain
Alphabet (GOOG) hits new highs as momentum soars, driven by a $200B Anthropic deal, AI launches, and a 23% YTD gain.
Citadel's Ken Griffin Says Trump Being 'Disproportionately Blamed' For Inflation: 'The Story...Was Really Written...'
Citadel's Ken Griffin Says Trump Being 'Disproportionately Blamed' For Inflation: 'The Story...Was Really Written...'
Ken Griffin on war, inflation and elections: warns conflict may hurt economy, impact midterms, but sees stable inflation outlook.
US And Iran Close To Finalizing Agreement To End War, Initiate Comprehensive Nuclear Discussions: Report
US And Iran Close To Finalizing Agreement To End War, Initiate Comprehensive Nuclear Discussions: Report
The US is reportedly close to finalizing an MOU with Iran to end the war, start nuclear talks and lift sanctions.
Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
Analyst warns Microsoft and Amazon earnings are a "mirage" as OpenAI and Anthropic drive 50% of their cloud backlogs in a circular cash loop.
Federal Reserve Is Buying Treasuries Again, But BlackRock's Rick Rieder Still Prefers Equities
Federal Reserve Is Buying Treasuries Again, But BlackRock's Rick Rieder Still Prefers Equities
As the Fed buys $237B in Treasuries to absorb record debt, discover why BlackRock's Rick Rieder still sees more upside in equities.
Palantir Keeps Crushing Expectations — One Analyst Says It's Barely Getting Started
Palantir Keeps Crushing Expectations — One Analyst Says It's Barely Getting Started
Palantir analysts are mixed on first-quarter results, but see a strong long-term growth potential for the AI stock.
Fabrinet Posts Record Q3, But Don't Thank Nvidia: Analyst
Fabrinet Posts Record Q3, But Don't Thank Nvidia: Analyst
Fabrinet stock falls despite beating Q3 results. Revenues grew 39%, driven by Telecom sales. Datacom sales also expected to grow.
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