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Analyst Recommendations

Price Targets Investment Strategies Piper Sandler Cantor Fitzgerald Barclays on Dominion Energy, Inc. Chris Pierce Wells Fargo Company Performance Market Performance Buy Ratings UBS Ratings Downgrades Company Upgrades and Downgrades B. Riley TD Cowen UBS Hold and Buy Ratings Evercore ISI Baird Analyst Ben Kallo Yum! Brands, Inc. Bank of America Securities Investment Potential Valuation Concerns Wolfe Research

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

Upgrades reflect rising chip capex alongside record execution despite export curbs.

Texas Instruments Guides Q1 Above Estimates on AI and Industrial Strength

AST SpaceMobile Hits Record High After MDA SHIELD Prime Award

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

Lam Research Gains Price-Target Hikes on AI Memory Upswing With Jan. 26 Earnings Next

Rivian Jumps to Two-Year High as Wedbush, Baird Lift Targets to $25

Rocket Lab Stock Surges on Neutron Fairing Milestone as JAXA Electron Launch Nears

Salesforce Steps Up AI Commercialization With Partner Expansion, Pricing Framework and Enterprise Deals

Oklo Rallies on SMR Tailwinds After DOE Grants and Fresh Analyst Coverage

Arista Networks Drops Roughly 23% After Q3 Beat as Margin Signals Curb Enthusiasm

Dominion and Duke Land on Dividend List as Analysts Lift Price Targets

T-Mobile Lifts 2025 Subscriber Outlook as Q3 Adds Surge, Shares Slip on Mixed Metrics

OpenAI’s 26-GW Chip Commitments Boost Supplier Outlook, Expose Financing and Power Hurdles

Nebius Slips Despite Aether AI Cloud 3.0 Launch and $17.4 Billion Microsoft Deal

HSBC Lifts ASML Target to EUR 1,018 as UBS Boosts Outlook on AI Demand

Crinetics Wins FDA Approval for Oral Acromegaly Drug Palsonify as JMP Lifts Price Target

BofA Lifts ASML Price Target to €941 on Nvidia–Intel Deal Outlook

Rivian Sets Sept. 16 Groundbreaking for $5 Billion Georgia Plant as R2 Strategy Drives Focus