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Morgan Stanley Sees Up to 70% Upside for ASML on AI-Fueled Chip Spending

The bank points to surging AI-led capex at major chipmakers.

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Block Lays Out 3-Year Targets to 2028, Adds $5 Billion Buyback as Shares Jump

BofA Starts Atlassian at Neutral, Flagging Questions on Post–Data Center Growth

Klarna to Launch $40 Unlimited 5G Mobile Plan in the U.S.