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Wall Street Lifts Microsoft Targets After Azure Tops $100 Billion

Analysts contend Copilot upsells plus Azure scale can turn heavy AI data‑center spending into higher‑margin recurring software revenue.

JPMorgan Begins Coverage of Salesforce With Overweight Rating and $250 Target

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Ondas Completes Cyberhawk Purchase as Shares Rise on Analyst Upgrade

AppLovin Shares Slide After BofA Downgrade, Hit 52‑Week Low

Jabil Upgraded to Buy as AI Infrastructure Revenue Is Forecast to Near $20 Billion

HPE Re-Rated by Morgan Stanley as Juniper Deal and AI Demand Lift Networking Growth

The Trade Desk Plunges After Weak Q2 and Bleak Q3 Guidance

Apple Posts Record Quarter but Flags Rising Memory Costs

Robinhood Chain Posts Rapid Growth and Big Metrics After July 1 Launch

Wall Street Positions Dell for a Big Q2 as AI Server Demand Drives a Rally

Netflix Shifts From Growth to Profit Focus as Guidance and Disclosure Change Rattle Investors

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

Verizon Readies Another Layoff Round as Cost Cuts Deepen

Benchmark Raises Hut 8 Target After $7.5 Billion Financing and Long‑Term AI Leases

Mastercard Explores Sale of Majority Stake in Vocalink

Robinhood Stock Climbs After Analyst Upgrades as New Layer‑2 Chain Shows Early Traction

Salesforce’s Push to Monetize AI Agents Stokes Split Among Analysts

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Scotiabank Lifts Cloudflare to Sector Outperform With $300 Price Target