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Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

Wall Street is revising assumptions about these S&P 500 stocks thanks to booming AI backlogs and transformed fundamentals.

Microsoft stock wavered Wednesday despite getting the latest in a series of upgrades and price-target hikes on Wall Street.

McDonald’s plans to invest billions of dollars to help its franchisees use AI tools and upgrade their kitchens and menus to better compete with rivals. The fast-food chain said today that it would allocate around $8.

The bold call rests on a major AI transformation.

Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

Netflix stock just hit a crossroads. Wall Street can’t agree.

Meta stock is trading near a 2026 high as excitement builds about the Facebook parent company's Muse AI app.

Meta Stock Jumps 11% as Wall Street Delivers a Bold New Price Target

Netflix stock tanked on Friday after a Wall Street analyst downgraded the streaming video giant to the equivalent of a sell rating.

Investing.com -- Redburn has reiterated a positive stance on U.S. airlines, keeping Buy ratings on Delta and United and upgrading Southwest to Neutral on Friday, citing a strong sector backdrop.

Investing.com -- Citi has downgraded Boston Scientific to Neutral from Buy, citing an uncertain recovery path after a string of setbacks this year.

UBS just made a move on Palantir that most of Wall Street isn’t ready for.

Here’s what could happen to IREN shares next.

Bank of America says what matters most is not the number.

Investing.com -- Baird has turned more cautious on apparel, footwear and fitness stocks, downgrading several names as it sees rising risks heading into the fourth quarter.

JPMorgan cut its Adobe stock price target to $315 from $340, but kept an Overweight rating, calling the shares cheap ahead of a monetization recovery.

Barclays raises Oracle stock price target to $252, keeping an Overweight rating, after strong fiscal Q1 growth and improved funding.

Here’s what could happen to ORCL shares next.

A new bull started coverage with math that cuts against the crowd

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Four banks marked this Nevada miner down in August. One just went the other way.

Palantir’s latest AI move gives Wall Street more to consider

Bank of America just published its verdict, and it cuts both ways.

Morgan Stanley Cuts Novo Nordisk to Underweight as Semaglutide Risks Cloud Outlook

Investing.com -- JPMorgan downgraded Chewy to Neutral from Overweight in a note on Friday, citing persistent macroeconomic pressure on the online pet retailer's organic growth even as the company executes well on its own initiatives.

Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.