Artificial IntelligenceNASDAQ:QCOM
Qualcomm Sale by Congresswoman Puts Spotlight on AI Rally
Rep. Sara Jacobs, Democrat of San Diego, sold up to $2 million in Qualcomm stock from a family trust, according to a House disclosure.…
Artificial Intelligence
Qualcomm Sale by Congresswoman Puts Spotlight on AI Rally
Rep. Sara Jacobs, Democrat of San Diego, sold up to $2 million in Qualcomm stock from a family trust, according to a House disclosure. Jacobs’s grandfather helped start Qualcomm, drawing attention to the move.
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Artificial Intelligence
AMS:ASMLArtificial Intelligence
ASML draws fresh attention from Wall Street in AI push
ASML is back in focus for AI stocks after Coatue Management disclosed a $655.4 million stake in the Dutch chip-tool maker and UBS called…
Artificial IntelligenceNASDAQ:MU
Wall Street rallies as AI chip demand outweighs oil shock
U.S. stocks edged higher late Tuesday morning. Most indexes were up, with the Nasdaq out front as buyers came back to artificial intelligence chip…
Artificial IntelligenceNASDAQ:WDC
Western Digital Sets New High With Wall Street Staying Bullish on AI Storage
Western Digital shares hit an all-time high Tuesday after Evercore ISI raised its price target on the data-storage company to $575. The move builds…
Artificial IntelligenceCybersecurity
Okta Shares See Sharp Analyst Shift Ahead of Results, Eyes on AI Security Demand
Arete Research upgraded Okta twice on Tuesday, moving it to Buy from Sell and lifting its price target to $127 from $83 ahead of…
Artificial IntelligenceEarnings Reports
Dell faces AI earnings test after record run
Dell Technologies shares kept moving higher early Tuesday, up 3.4% at $305.21. Investors are looking for its fiscal first-quarter report to show how strong…
Artificial IntelligenceNASDAQ:AAPL
QQQ Climbs with Nvidia’s AI Rally, Iran Deal in Focus
Invesco QQQ Trust moved higher in early trading Tuesday in New York, with investors picking up the Nasdaq-100 ETF as AI-related demand returned and…
Artificial IntelligenceNYSE:VRT
Vertiv Faces New Pressure as Big Funds Divide on AI Trade
Vertiv Holdings is back on institutional radars this week as new filings revealed New Age Alpha Advisors increased its stake. Two other money managers…
AppleArtificial Intelligence
Apple’s New $380 AI Call Has Wall Street Asking One Bigger Question
Bank of America raised its price target on Apple to $380 from $330 on Tuesday, a fresh bullish call that put the iPhone maker…
Artificial IntelligenceNASDAQ:APLD
Applied Digital lands $7.5B AI lease, shifting stock narrative
Applied Digital landed a 15-year lease at its Polaris Forge 3 campus, making the Dallas data-center developer the latest focus in Wall Street’s AI…
Artificial IntelligenceNASDAQ:GOOGL
Google Faces $450 Test as AI Rally Meets EU Risk
Alphabet’s AI-fueled rally is on watch ahead of the U.S. open. Investors are looking at higher price targets but also bracing for a potential…
Artificial IntelligenceGreen Energy
Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar
Daiwa Securities bumped up Bloom Energy to Outperform from Hold and raised its target to $324, up from $98, backing a name that’s already…
Artificial IntelligenceNASDAQ:META
Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing
Meta Platforms’ AI business could add over $26 billion in revenue by 2027, according to a Wolfe Research note. The report is adding new…
Artificial IntelligenceData Centers
Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck
IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until…
Artificial IntelligenceNASDAQ:AMAT
Broadcom puts $125 million into UCLA AI chip center
Broadcom, Meta Platforms, Applied Materials, GlobalFoundries and Synopsys are putting $125 million into a new semiconductor center at UCLA, the university's engineering school said.…
Artificial IntelligenceNASDAQ:WDC
SanDisk AI rally has investors watching for what’s next
SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the…