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UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

UBS cites sold-out HBM through 2026, signaling pricing power from AI server demand.

Vanguard’s Mega Cap Growth ETF Draws Fresh Interest After Tech Pullback

Cramer Touts Rockwell on Reshoring Boom, Cites 2026 Growth Outlook and New Wisconsin Plant

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

RiverPark Large Growth Fund Posts 4.73% in Q3 as AI Leaders Drive Narrow Rally

Micron Surges as Analysts Tout AI-Driven Memory Tightness and Earnings Upside

Rigetti Shares Slip After Mixed Q3 as Company Lays Out 2025–2027 Quantum Roadmap

Michael Burry Rebukes Palantir’s Alex Karp After $1.1 Billion AI Options Bet Shakes Stocks

Broadcom’s AI Surge Faces Valuation Test After Record Quarter

Baron Health Care Fund Details Q3 Letter: Adds AbbVie, Rebuys UnitedHealth as Stock Picking Edges Benchmark

Apple’s Strong Outlook Lifts Targets as Report Ties Siri to Google’s Gemini

Investors Weigh Big-Cap AI Picks and Sub-$10 Opportunities

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

Wells Fargo Starts PG&E at Overweight With $23 Target as Analyst Views Brighten

Cipher Mining Soars After Jane Street Discloses 5% Stake

Rigetti Shares Whipsaw After U.S. Denies Talks on Quantum Equity Stakes

Cramer Touts GE Vernova as Only Nuclear Builder After Strong Orders, Data-Center Focus

Cramer Flags AST SpaceMobile’s $1 Billion Convertible, Warns of Stock Pressure

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

Apple Sets Record as iPhone 17 Momentum Triggers Analyst Upgrades