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ASML Confirms AI-Fueled Upswing With Record Orders and Higher 2026 Outlook

Analysts turn upbeat, with customer clean-room readiness seen as the key execution gate.

Strategy Stock Hits 52-Week Low After Bitcoin Slide Despite Fresh $264 Million Purchase

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Meta Draws Fresh Buy Calls as AI Capex Plan Weighs and Talks Emerge to Boost Smart-Glasses Output

Bristol Myers Gains Analyst Support as 2026 Catalysts Offset Patent-Cliff Worries

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Netflix Earnings Tuesday Put Margins and Warner Bros. Bid in Spotlight

Analysts Turn Upbeat on UnitedHealth, Lifting Price Targets for a 2026 Reset

Applied Digital Surges Before Q2 Results on AI Data-Center Momentum, Cloud Spin-Out

Micron Jumps 10% as Bernstein Lifts Target to $330 on AI-Led Memory Upswing

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Energy Transfer Shifts Growth to Permian Pipelines as Yield Climbs Above 8%

Rivian Rallies as Analysts Back 2026 R2 Launch

Analysts Back Salesforce’s AI Push as Agentforce Adoption Accelerates

Broadcom Slides 19% Since Earnings as Analysts Lift Targets and Back AI Outlook

Rocket Lab Shares Jump on Potential $806 Million SDA Deal After Early U.S. Space Force Launch

JPMorgan Upgrades Recursion, Raises Target to $11 as Shares Surge on AI Drug Signals

Analysts Double Down on Amazon as AWS Reacceleration Aligns With $35 Billion India AI Push

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

Figma Slides Over 19% After Q3 as One-Time Charge Masks Earnings Beat