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Wolfe Names Alphabet a Top 2027 Pick as Google Cloud Momentum Meets Capex Headwinds

The call signals analysts see Google turning AI demand into recurring cloud revenue despite rising infrastructure costs.

Lucid Stock Climbs After Exclusive Uber–Nuro Robotaxi Deal

Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

Pershing Square Sells Out of Universal Music After Bid Rejection

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

Skyworks Beats Q2 Estimates, Secures $1B-Plus Android Win, Lifts Outlook

Edwards Lifesciences Lifts Outlook After Q1 Beat on Valve Demand

Boston Scientific Meets Q1 Targets and Cuts 2026 Outlook

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Analysts Lift Rocket Lab Targets After Mynaric Buy and Gauss Propulsion Debut

Oracle Surges On Expanded AWS–OCI Connectivity

Teradyne Heads Into Q1 Earnings With Lofty EPS Target on AI Test Boom

KB Home Cuts Outlook After Weak Quarter, Speeds Shift to Build-to-Order

Darden Posts Q3 Beat and Higher Sales Outlook as LongHorn Leads, Sets $1.50 Dividend

Micron Slips Despite $500 Buy Call, $24 Billion Singapore Expansion

ServiceNow Draws Fresh Buy Ratings on AI Momentum Ahead of Jan. 28 Earnings

GitLab Shares Slide After Guidance Falls Short Despite Q1 Beat