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BofA Raises AI Data‑Center Forecast to $2.2 Trillion and Names Five Must‑Own Chip Stocks

The upgrade signals much larger cloud capital spending that would concentrate gains in a handful of chipmakers.

Bernstein Keeps $140 Target on Circle, Citing Renewed USDC Momentum

3M Raises Full-Year Forecast After Q2 Beat, Stock Rises

UBS Upgrade Sends Ford Higher on Contrarian $15 Target

Commercial Metals’ Q2 Profit Jumps on Steel Margins as Analysts Trim Targets

IPG Photonics Beats Q3 Estimates With Margin Gains as Stock Slips on Wide Q4 Guidance

Western Union to Acquire Intermex for $500 Million, Taps Digital Growth in Latin America