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Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

Citi cites tight NAND supply alongside long-term contracts as reasons profits could stay higher.

Bloom Energy’s 1,414% Run Puts Its AI Power Pitch in the Spotlight

TSMC Prioritizes Advanced Packaging and Pushes Back High‑NA EUV Rollout

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

Ollie’s Bargain Outlet Posts Strong Q4 and Sets 2026 Expansion Plan

Trade Desk Hits 5-Year Low After Target Cut as CFO Turmoil and AI Competition Weigh

UiPath Touted as Value Play as Profit Outlook Improves and Agentic AI Gains Traction

Analysts Turn Positive on Intuitive Surgical as Recurring Revenue and AI Bolster Outlook

Rigetti’s 2,500% Rally Spurs Questions Over Long-Term Payoff

Wedbush Trims MercadoLibre Price Target to $2,700, Reaffirms Outperform

Palantir Caps 2025 With Defense Wins, Nvidia Power Pact and Intensifying Valuation Scrutiny

Palantir’s Soaring AI Narrative Meets a $370 Billion Valuation Showdown

DexCom Hits Five-Year Low as GLP-1 Fears Overpower Strong Quarterly Results

Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling

Renaissance Large Cap Growth Trails Benchmarks in Q3 as AppLovin Leads, Gartner and Fiserv Weigh

Analysts Tip Microsoft for Gains as Palantir Faces Valuation Test

Palantir’s AI-Fueled Growth Meets Fresh Valuation Warnings as Shares Hover Near Highs

SoundHound Lands Red Lobster Phone-Ordering Deal as Shares Fall After Executive Stock Sales