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Nebius Stock Surges After BNP Paribas Upgrade and Planned GPU Price Hikes

The move reflects investor confidence that higher cloud prices can boost margins as the company scales its AI compute business.

Palantir Raises 2026 Outlook After Breakout Quarter as Deployment Capacity Becomes Central

SpaceX To Build Turbine Foundry in Texas, Howmet Shares Slip

Veeva Tops Q2 Forecast and Raises Guidance as Vault CRM Momentum Drives Rally

ServiceNow Stock Rises After Bank of America Boost

Astera Labs Rises After Blowout Quarter and Amazon Discloses $134M Stake

Wall Street Lifts Microsoft Targets After Azure Tops $100 Billion

SoFi Reverts to Balance‑Sheet Lending Despite Strong Quarter

Analysts Lift Quantum Stocks on Booking Surges, M&A and IPO Momentum

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

Verizon Readies Another Layoff Round as Cost Cuts Deepen

Salesforce’s Push to Monetize AI Agents Stokes Split Among Analysts

HSBC Doubles Intel Price Target to $200

ASML Rally Bolstered by Analyst Upgrades and €12 Billion Buyback

Brown Capital Adds Credo and Frames It as a Core AI Data‑Center Supplier

CoreWeave Joins Nasdaq-100 After Rapid GPU-Powered Growth

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

Marvell Re‑rated by Analysts as KeyBanc Target and AI Bookings Fuel Rally

TSMC Stock Doubles as Company Pushes Capacity Buildout to Serve Surging AI Demand

Microsoft Launches In‑House AI Models at Build 2026 to Shift Off Third‑Party LLMs