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Investment Analysis

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Oppenheimer Initiates Palantir at Outperform With $200 Target Ahead of Q1 Test

The bullish call puts focus on whether next week’s results confirm that the growth driving Palantir’s premium price is durable.

Robinhood Shares Slide After Q1 Miss as Crypto Slump Hits Fees

DA Davidson Puts $1,000 Target on Micron as AI Rewrites the Memory Cycle

Snap Rallies on Redburn Upgrade to Buy With $10 Target

Wedbush Initiates Oracle With Outperform, Citing Contract-Backed AI Buildout

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Morgan Stanley Raises Amazon Target to $300 After Globalstar Deal

S&P Global Cuts Nike Outlook to Negative as Turnaround Takes Time

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

Mizuho Cuts PayPal to Neutral With $50 Target, Citing X’s Threat

UBS Lifts Tesla to Neutral, Citing Balanced Risk After 2026 Slide

Bank of America Upgrades Nokia to Buy on Optical and AI Data-Center Thesis

Allogene Soars on Early ALPHA3 Readout Showing Strong MRD Edge and Clean Safety

Nio Rallies After CEO Reaffirms 40–50% Delivery Growth Goal for 2026

KeyBanc Lifts T-Mobile to Overweight With $260 Target, Flagging 33% Upside

Levi Strauss Raises 2026 Outlook Following Q1 Beat

Analysts Lift Micron on AI Memory Crunch

Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

Wall Street Splits on AMD as AI Workloads Lift Outlook Before Q1

Jefferies Upgrades Kratos to Buy With $85 Target as Stock Jumps