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Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Analysts cite sold‑out server pipelines, next‑gen chip ramps, new platform deals, with tariffs introducing China risk.

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Alphabet Overtakes Apple to Become No. 2 by Market Value

Intuitive Surgical Gains as Procedure Growth Outpaces System Placements and FDA Use-Cases Expand

Palantir Slides to Start 2026 as Investors Rotate to Chip Stocks

Micron’s Rally Draws Fresh Wall Street Upgrades as Shares Ease From Late-December Highs

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

AutoZone Shares Fall 7% After Q1 Earnings Miss

Nvidia Puts $2 Billion Into Synopsys to Embed Its AI in Chip‑Design Tools

Citi Cuts MercadoLibre Price Target to $2,500, Maintains Buy

Berkshire Discloses Multibillion-Dollar Alphabet Stake as AI Momentum Lifts Shares

Berenberg Starts Coverage of CrowdStrike With Hold, Citing Rich Valuation

Nvidia’s $5 Trillion Run Spurs Big Target Hikes on $500 Billion AI Chip Orders

Analysts Tip Microsoft for Gains as Palantir Faces Valuation Test

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Palantir’s AI Momentum Meets Split Analyst Views Ahead of Nov. 3 Earnings

CrowdStrike Gains New $590 Target as AI-First Growth Story Meets Valuation Test

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify