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AI Stocks

Alibaba Steps Up AI and Cloud Spend, Earning Analyst Upgrades and Drawing ETF Flows

Price targets at Citi plus BofA rose after management detailed global data centers, Qwen rollouts, plus Nvidia integration.

CoreWeave Gains Support as Nvidia Backstop Lowers Risk, Analysts Turn More Bullish

U.S. Poised to Take Small Stake in Lithium Americas as DOE Loan Is Reworked

Broadcom Wins Fresh Buy Ratings on AI Momentum After Strong Q3

Morgan Stanley Upgrades ServiceNow on AI Momentum After Florida Expansion

Wells Fargo Upgrades CoreWeave, Hikes Target to $170 on AI Compute Shortages

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Opendoor Rallies After Jane Street Discloses 5.9% Stake and New-Home Sales Jump

Bloom Energy Drops After BofA Reiterates Underperform, Lifts Target to $24

Wells Fargo Upgrades CoreWeave, Lifts Target to $170 on Strengthening AI Demand

Pfizer Lifts 2025 EPS Outlook, Targets $7.7 Billion in Savings as Dividend Draws Interest

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Truist Raises CrowdStrike Price Target to $550 After Fal.Con, Reaffirms Buy

Microsoft Extends Copilot With Intune Migration Program and Shoppable Fashion as ROI Questions Grow

Oppenheimer, Piper Sandler Lift Reddit Price Targets to $300 and $290 on Ad and User Momentum

AI Momentum Lifts Google Cloud and Alphabet’s Outlook as Nvidia Leads, AMD Makes Inroads

Reports Flag £750 Million U.K. Defense Contract for Palantir, Renewing Focus on Its Rich Valuation

Needham Lifts Arista Networks Price Target to $160 After Analyst Day

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

Bernstein Starts Coverage of Super Micro Computer at Market Perform With $46 Target