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Stock Analysis

Palantir’s AIP Boom Lifts Outlook as Wall Street Splits Over Sky-High Valuation

The company now expects roughly $4.4 billion in 2025 revenue.

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Novartis Commits to Global Rollout of Salesforce’s Agentforce 360, Bolstering Bullish Analyst Calls

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

GE Vernova Draws Fresh Upgrades on AI Power Thesis After Share Pullback

WBD Board Backs Netflix Deal, Rejects Paramount Cash Bid

CoreWeave Soars After DOE Genesis Mission Win as Citi Reinstates Buy

DA Davidson Reiterates Buy on CrowdStrike After Q3, Flags Strong ARR Outlook

Rivian Jumps on Baird Upgrade as 'Universal Hands‑Free' Driving Begins Rolling Out

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

Micron Shares Rise on Record Quarter and Powerful Outlook as AI Memory Booms

IREN Slides More Than 50% From Highs as AI Rotation Hits Shares

Broadcom Beats in Q4 and Lifts Outlook on AI Chips, Flags Margin Pressure, Raises Dividend

Google’s TPUs Emerge as a Cheaper Inference Option as Nvidia’s Training Stronghold Persists

Super Micro Stock Reels as Momentum Gauge Plunges on Margin Pressure

Arista Networks Drops Roughly 23% After Q3 Beat as Margin Signals Curb Enthusiasm

Madison Investments’ Q3 Letters: Mid Cap Trails, Small Cap Falls as AI Winners Trimmed

Cramer Dismisses Stifel’s Home Depot Downgrade, Links Buy Case to Potential Fed Cut