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Wells Fargo Urges Disney to Quit Streaming, Says Move Could Lift Shares About 40%

The broker argues licensing could generate more than $15 billion a year and shift Disney’s focus back to franchises and its Experiences business.

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

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

Forecasters Raise S&P 500 Targets on Earnings Surge as Yardeni Leads at 8,250

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

Seagate’s AI-Fueled Beat Prompts Higher Targets and Strong Outlook

Nebius Sets New High on $643 Million Eigen AI Deal

Baird Lifts Tesla to Outperform With Street-High $548 Target as Focus Turns to Autonomy

Adobe Q2 Earnings Top Forecasts but Stock Slides on AI Monetization Concerns