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Broadcom Faces Big Test as AI Financing Talks and Q3 Earnings Loom

A potential $70–100 billion Broadcom‑backed debt package raises contingent credit risk for the company ahead of its September 2 earnings.

Arm Beats Q1 Estimates as Stock Drops on Investor Caution

Citi Raises Apple Price Target to $365 Ahead of July Earnings

SpaceXAI and Cursor Reportedly Poised to Unveil Joint AI Model Trained on Colossus

Palo Alto Networks Re Rated After Q3 Beat as Next‑Gen ARR Surges

Analysts Boost Arista on AI Networking as Supply Snags Cool Shares

Vertiv Deepens AI Data‑Center Push With Liquid‑Cooling Deal and Big‑Build Roles

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Boston Scientific Slumps to 52-Week Low After Watchman Trial Jitters and Downgrade

Barclays Lifts Hims & Hers Target After Novo Drops Suit and GLP‑1 Deal

Broadcom Faces March 4 Earnings Test on AI Momentum and VMware Questions

Palantir Draws Fresh Upgrades as De-Rating Resets Valuation After Blowout Q4

CoreWeave Draws Fresh Buy Ratings as Securities Lawsuit Lands Ahead of Feb. 26 Update

Analysts Peg 123% Upside for SoundHound AI as Partnership Rollouts Gather Pace

Tenable Tops Q4 Targets, Raises 2026 Outlook Above $1 Billion as Buybacks Grow

Broadcom Draws Fresh Buy Calls on AI Momentum After Wi‑Fi 8 Debuts

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

Texas Instruments Guides Q1 Above Estimates on AI and Industrial Strength

AST SpaceMobile Hits Record High After MDA SHIELD Prime Award