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Nebius Stock Surges After BNP Paribas Upgrade and Planned GPU Price Hikes

The move reflects investor confidence that higher cloud prices can boost margins as the company scales its AI compute business.

SpaceX To Build Turbine Foundry in Texas, Howmet Shares Slip

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

Verizon Readies Another Layoff Round as Cost Cuts Deepen

HSBC Doubles Intel Price Target to $200

ASML Rally Bolstered by Analyst Upgrades and €12 Billion Buyback

Brown Capital Adds Credo and Frames It as a Core AI Data‑Center Supplier

BofA Lifts Apple Target to $380 on Bet That an Agentic Siri Could Drive Big Revenue

Ondas Completes $196.6 Million Purchase of Omnisys as Shares Rally

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Regeneron Slides as Melanoma Combo Fails to Beat Keytruda in Phase 3

Mizuho Cuts SMCI Price Target to $25 as Legal Risks Cloud AI-Server Growth

Salesforce Set to Report Wednesday as Options Price 9% Swing

Cheniere Extends Lead in Record U.S. LNG Exports as Shares Slide and Street Projects Rebound

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

Stifel Raises Tesla Target to $508 on Autonomy Momentum as Shares Gain

Rigetti Shares Surge as Cantor Fitzgerald Initiates Coverage with Overweight Rating

AMD Shares Surge on Next-Gen MI400 AI Chips and Helios Server Rack