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Market Intelligence & News
Tigress Raises Alphabet (GOOGL) Price Target to $485 as AI Fuels Growth. Can the Momentum Last?
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]
Meta’s Muse Jumps to the Top of the Apple Store—and Triggers a Panic in the Stock Market
Tuesday’s selloff echoes the garden-variety selloffs earlier this year, driven by anxiety over AI displacing traditional industries.
Warren Buffett's $187 Billion Warning to Wall Street Echoes Louder Than Ever, Thanks to His Favorite Valuation Measure
The Oracle of Omaha’s actions speak louder than his words.
Many GOP candidates still echo Trump's 2020 claims. Lots of voters want to move on
What Does Micron Technology (MU) Warning Of Shortages Through 2027 Mean?
Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...
Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns
Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...
Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO Stands Impressed as 4-Year Old GPUs Fetch 20% Premium
Oracle Corp. (NYSE:ORCL) has echoed Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang’s bullish view on AI hardware longevity. Oracle Says Older GPUs Are Gaining Value During Oracle’s fiscal 2027 first-quarter earnings call, CEO Clay Magouyrk highlighted the continued strength of the company’s AI infrastructure business. "GPU longevity and value continue to impress," Magouyrk said. He added that all the GPU capacity coming up for renewal in the quarter was either renewed or resold at a 20% premium to p
Trump's Iran campaign echoes the post-9/11 'forever wars' - Reuters
Trump's Iran campaign echoes the post-9/11 'forever wars' Reuters
EchoStar Shares Could Follow SpaceX's Catalyst Path, UBS Securities Says
EchoStar's (ECHO) stock upside could be primarily driven by its expected 2% stake in SpaceX's (SPCX)
Adobe Inc. (ADBE): Can New AI Strategy Revive Growth and Unlock Higher Valuation?
Jefferies reiterated a Hold rating on Adobe Inc. (NASDAQ:ADBE) and raised the price target to $285 from $230 on August 30, citing expectations that the company will deliver results in line with expectations. The research firm has echoed the company’s long-term prospects amid heightened focus on user acquisition and engagement. Adobe AI Strategy for Growth During […]
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$65,300 given to 16 candidates across 23 disclosed contributions (FEC Schedule A).
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