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SanDisk Shares Pull Back as Citi Lifts Target to $875 on Tight NAND Outlook

AI storage buildouts are driving multi-year deals with accelerating data-center revenue.

Analysts Push Micron Price Targets Higher Ahead of March 18 Earnings on AI Memory Tightness

Morgan Stanley Lifts Nokia to Street-High €8.50 Target as Shares Jump 5%

Palo Alto Networks Set for Tuesday Earnings as Options Price 8% Swing

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Meta’s Q4 Beat Triggers Target Hikes as 2026 AI Capex Jumps to $115–$135 Billion

Analysts Back D‑Wave After Reported $10 Million Deal as Stock Pulls Back

Rigetti Wins $8.4 Million India Order as B. Riley Lifts Stock to Buy

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

H.C. Wainwright Reaffirms Buy on SoundHound With $26 Target After CES Showcases

Wall Street Splits on Datadog as Goldman Initiates Sell and Morgan Stanley Upgrades

Tempus AI Reports 83% 2025 Revenue Surge as TCV Tops $1.1 Billion, Adds Major Cancer-Care Partnerships

AST SpaceMobile Gets BofA Target Lift to $100 as Rally Meets Skepticism

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

BigBear.ai Edges Higher as New Analyses Contrast With Cautious Street Targets

Zscaler Shares Fall After Q1 Beat as Company Lifts Full-Year Outlook

Figure Files With SEC for Blockchain-Native Public Stock

Opendoor Surges on CEO’s $1 Million Share Buy and Warrant Dividend Plan, Then Gives Back Gains

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Advanced Energy Jumps on Q3 Beat and Raised Outlook