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AMD Climbs on Meta's $100B AI Compute Deal, Analysts See Big Upside
business6 hours ago

AMD Climbs on Meta's $100B AI Compute Deal, Analysts See Big Upside

Advanced Micro Devices surged about 8.8% after Meta Platforms unveiled a multiyear, roughly $100 billion deal to secure 6 gigawatts of computing power from AMD, with first MI450 GPUs and Venice CPUs shipping in H2 2026; Meta also receives warrants for up to 160 million AMD shares, tying their success together and strengthening AMD’s AI ambitions against Nvidia as analysts raised targets and kept a Moderate Buy consensus with upside near 33%.

via TipRanks|
#ai-computing#amd#business
UBS Upgrades Rivian on Rally, but Sees Limited Upside Ahead
markets8 days ago

UBS Upgrades Rivian on Rally, but Sees Limited Upside Ahead

UBS analyst Joseph Spak upgrades Rivian (RIVN) to Neutral after a ~27% Friday surge driven by a Q4 beat and bets on the mass‑market R2 to lift 2026 deliveries to about 62k–67k. However, upside is seen as limited if R1/RCV demand falters, EV tax-credit headwinds persist, and production/ADAS execution risk remains, leaving the stock volatile and range‑bound despite UBS raising its target to $16.

via TipRanks|
#markets#rivian#rivian-r2
Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution
market-news11 days ago

Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution

Nebius Group's NBIS stock jumped about 9% after a Q4 that showed revenue near $227.7M (missed estimates) and wider losses as it expanded data-center capacity. Management said AI demand remains strong and outlined a plan to reach 0.8–1 gigawatt of connected capacity by 2026, with ARR around $1.25B and a positive adjusted EBITDA, but elevated costs keep profitability distant. TipRanks Crowd Wisdom, however, shows retail investors cautious despite a Street Strong Buy consensus with an average target of about $150.83 (~68% upside).

via TipRanks|
#ai-infrastructure#crowd-wisdom#market-news
Bitcoin Swings Create Potential Buy Window for MicroStrategy (MSTR)
market-news17 days ago

Bitcoin Swings Create Potential Buy Window for MicroStrategy (MSTR)

TipRanks highlights a top investor sees a possible buy window for MicroStrategy (MSTR) as Bitcoin remains volatile. The Q4 2025 results show a large on‑paper loss from fair‑value accounting of its bitcoin holdings, but management’s indefinite bitcoin horizon means most losses are unrealized. MSTR trades near its bitcoin value (mNAV ~1.08) and has historically outperformed BTC when bought at or below that level, suggesting upside if BTC falls further. The investor maintains a Hold stance for now; analysts are broadly bullish with a Strong Buy consensus and a 12‑month target of $361.73 (about 168% upside). If BTC bears persist and mNAV drops below 1, the investor would upgrade to Buy.

via TipRanks|
#bitcoin#investment-opinion#market-analysis
Nvidia Stock Near Lows Signals Potential for a Second Double Amid AI Spending Boom
markets17 days ago

Nvidia Stock Near Lows Signals Potential for a Second Double Amid AI Spending Boom

NVDA trades at about 25x forward earnings, near its May 2025 low; the last time it sat at this valuation, six months later the stock nearly doubled. With AI hyperscalers continuing to boost data-center capex and Nvidia's Rubin architecture supporting growth, analysts expect fiscal 2027 revenue to rise about 52%. Even if 2026 doesn’t double, the stock could outperform and return to a normal valuation, offering a favorable risk/reward as the AI spending boom persists.

via The Motley Fool|
#ai#data-centers#markets
BTC Slide Tests MSTR’s ‘Digital Central Bank’ Thesis
market-news20 days ago

BTC Slide Tests MSTR’s ‘Digital Central Bank’ Thesis

Bitcoin’s price slipping below Strategy’s average cost basis near $76,000 creates a near-term psychological hurdle for the stock, but the piece argues this is a structural reset rather than a disaster. Strategy has a modular capital stack—issuing stock above NAV and a suite of perpetual preferreds (STRC, STRF, STRK, STRD)—plus about $2.25 billion in cash, which cushions dilution and funds ongoing Bitcoin acquisitions. With a Strong Buy consensus and substantial upside if crypto recovers, the long-term bull case remains intact despite near-term volatility.

via TipRanks|
#btc-usd#crypto-stocks#cryptocurrency
SMCI's AI Backlog Shines, Margin Woes Could Damp Upside
market-news22 days ago

SMCI's AI Backlog Shines, Margin Woes Could Damp Upside

Super Micro Computer (SMCI) sees strong AI‑driven demand with a $13B+ backlog, but ten straight quarters of margin decline — gross margin was 9.3% in Q1 2026 — keep investors cautious that its best days may be behind it. An investor warns that further margin weakness into Q3 could crater the stock, saltier due to competition, while revenue growth and Nvidia collaborations remain. The Street's consensus is Hold with a $44 12‑month target, implying roughly 50% upside if margins stabilize or the stock pulls back.

via TipRanks|
#ai-infrastructure#margins#market-news
AI-Driven Upsell Could Lift Apple’s Q1 2026 Earnings
market-news27 days ago

AI-Driven Upsell Could Lift Apple’s Q1 2026 Earnings

TipRanks’ analysis suggests Apple could post a strong fiscal Q1 2026 earnings beat thanks to the iPhone 17 upsell, a growing AI-driven upgrade cycle (Apple Intelligence and Siri 2.0 with Gemini), and resilient Services margins, with revenue guidance around $137–$139 billion and EPS near $8.27. Despite a high valuation, double‑digit EPS growth appears sustainable through the early 2030s, aided by China growth and a roughly 16% potential upside to a $298.84 price target.

via TipRanks|
#aapl#ai#apple
Tesla’s Future Focus Sparks Bullish View From Leading Investor
market-news1 month ago

Tesla’s Future Focus Sparks Bullish View From Leading Investor

Top investor Victor Dergunov argues Tesla’s stock hinges on future growth in AI, FSD, advanced chips, energy generation/storage and robotics, highlighting Tesla’s ecosystem and scale as potential advantages. He predicts Q4 2025 revenue of about $26.45 billion and EPS of $0.52, suggesting a post‑market earnings beat and a Strong Buy rating, while Wall Street shows a mixed consensus (mostly Hold) with a 12‑month target around $398.38.

via TipRanks|
#earnings-forecast#market-news#note-only-five-allowed-including-earnings-forecast-as-fifth
Intel Gets Upgrade Ahead of Earnings as AI-Driven Server Demand Grows
market-news1 month ago

Intel Gets Upgrade Ahead of Earnings as AI-Driven Server Demand Grows

HSBC analyst Frank Lee upgrades Intel (INTC) to Hold from Reduce and lifts the price target to $50, arguing that traditional server demand should rebound and that AI-driven demand will boost server CPUs. Lee expects FY26 server shipments to rise 15%–20% YoY, with potential margin upside on Lunar Lake, and projects Q4 revenue around $13.3B and Q1’26 around $13.2B. The stock has surged about 116% over the last year, and the consensus remains a Hold with a price target (~$44.55) below the current share price, underscoring ongoing risks in its foundry business and growth drivers.

via TipRanks|
#ai#intc#intel
Analyst Flags 11%+ Yields With PMT and DX Dividend Picks
market-news1 month ago

Analyst Flags 11%+ Yields With PMT and DX Dividend Picks

A top analyst highlights two mortgage REITs — PennyMac Mortgage Investment Trust (PMT) and Dynex Capital (DX) — as dividend-income plays offering yields above 11%. PMT carries a forward yield of about 11.6% with a 40-cent quarterly dividend, while DX yields about 13.9% with a monthly 17-cent payment; both are backed by steady MSR and agency MBS income and receive an Outperform rating from Bose George, though PMT’s Wall Street consensus is Hold and DX’s is Moderate Buy.

via TipRanks|
#dividend-stocks#dx#market-news
Nvidia Emerges as 2026 Buy; Palantir Faces Steep Valuation
business1 month ago

Nvidia Emerges as 2026 Buy; Palantir Faces Steep Valuation

Wall Street largely backs Nvidia as the clear 2026 buy, citing its dominant GPU hardware position and a much lower forward earnings multiple than Palantir. Palantir’s software-as-a-service model delivers recurring revenue, but its sky-high valuation (forward multiples well above Nvidia’s) suggests limited upside by 2026, making Nvidia the preferable bet for long-term growth.

via The Motley Fool|
#ai-stocks#business#nvidia
Amazon Set for Breakout Year in 2026, Wolfe Says
market-news1 month ago

Amazon Set for Breakout Year in 2026, Wolfe Says

Wolfe Research analyst Shweta Khajuria argues AMZN could lead the Magnificent Seven in 2026 as AWS growth reaccelerates to the mid-20% range in 2026–27, supported by capacity expansions and partnerships, plus strong retail, grocery, and advertising trends; she lifts the price target to $275 and assigns an Outperform, with a Strong Buy consensus among peers.

via TipRanks|
#amazon#amzn#aws