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Equity Research

Intuitive Surgical Stock Falls to 52‑Week Low as Market Waits July Earnings

July 16 results will determine whether recent instrument‑reuse rules and regional demand shifts keep the company’s revenue and margins on track.

Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

Wolfe Research Upgrades Palantir to Peer Perform Citing Ontology Strength

Figma Posts Clear AI-Driven Revenue Gains as Shares Stay Deeply Discounted

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

Nvidia and Microsoft Unveil RTX Spark Superchip for Windows AI PCs

Barclays Lifts SanDisk Target to $2,300 After Company Discloses $42 Billion Contract Floor

GF Securities Starts Coverage of CoreWeave With Buy Rating and $162 Target

Arista Beats Q1 as Shares Sink on Margin Outlook, 2026 Growth Guide

Oppenheimer Initiates Palantir at Outperform With $200 Target Ahead of Q1 Test

Bank of America Upgrades Nokia to Buy on Optical and AI Data-Center Thesis

Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

Dell Gains as Analysts Lift Targets on Surging AI-Server Demand

Salesforce Faces Fresh Target Cut as FY27 Plan Banks on AI Reacceleration

SolarEdge Soars Up to 17% After Jefferies Upgrade and $49 Target

Marvell Lifts Multi‑Year Outlook as AI Data‑Center Sales Hit Records

AppLovin Sells Off After Earnings Beat as Analysts Eye Dip Trades

Intel's Foundry Gambit Draws Fresh Interest as Reports Suggest Nvidia May Tap Its Fabs for 2028 GPUs

Nio Sees ES8 Preorder Surge, Onvo L90 Hits Weekly Record as It Hires for September Factory Start

AMD Shares Surge on Next-Gen MI400 AI Chips and Helios Server Rack