News

Morgan Stanley downgraded Adobe to underweight from equal weight on Tuesday, July 21, slashing its price target to $240 from $365, according to Seeking Alpha. The move landed one day after CLSA initiated coverage of Adobe with an outperform rating and a $300 target, according to Investing.com. Two ...

Johnson & Johnson (JNJ) has declared a third quarter 2026 cash dividend of $1.34 per share, providing income focused investors with fresh information on the stock’s current payout profile and upcoming key dates. See our latest analysis for Johnson & Johnson. The latest dividend announcement comes shortly after Johnson & Johnson reported second quarter 2026 results, raised full year sales guidance to US$100.8b to US$101.4b, and secured FDA approval for its dual energy THERMOCOOL SMARTTOUCH SF...

The decision reflects assumptions the country’s default risk declined, given that macroeconomic stabilization advanced beyond the initial adjustment phase, the ratings company said.

GameStop raised its stake in eBay to nearly 10% (about 43.4 million shares) after eBay’s board rejected its roughly $55.5 billion takeover offer of $125 per share as “neither credible nor attractive.”

Advanced Micro is earning analyst optimism as AI catalysts, a stronger chip outlook, and major partnerships keep bullish sentiment intact.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

Adobe shares sink as Morgan Stanley analyst downgrades them to "Underweight." Here’s why the investment firm recommends caution in playing ADBE stock at the current price.

Generative AI capabilities added to EricaAssist will allow customer service employees to handle client inquiries more quickly, the lender said.

Delta (DAL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

UnitedHealth (UNH) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

Apple is launching a device leasing program called 'Apple Upgrade' on July 28 in the U.S. to ‌boost sales, Bloomberg News reported on Tuesday, citing people with ‌knowledge of the matter. The new service arrives as Apple has raised prices on ​its iPads, MacBooks and other devices except the iPhone, no longer able to shield customers from surging memory and storage chip costs driven by the AI industry's data-center buildout. Apple Upgrade will support most iPhone, ‌Mac, iPad and Apple Watch ⁠models and the company is partnering with Klarna Group as the financial backer for the program, the report ⁠said.

Investing.com -- Jefferies cut Datadog to Hold from Buy on Tuesday, citing valuation concerns after the stock's sharp rally this year, even as the firm maintained its fundamental view of the company as an AI beneficiary.

Eaton (ETN) is back in focus after analysts highlighted rising earnings estimates alongside strong data center order momentum, as the company commits $1.5 billion to expand North American manufacturing and advances its home energy collaboration with FranklinWH. See our latest analysis for Eaton. The recent collaboration with FranklinWH, new leadership for Global Energy Infrastructure Solutions, and investment in additive manufacturing sit alongside a share price of $401.41, with a year to...

GitLab Inc. recently released GitLab 19.2, adding AI-driven features such as Dependency Scanning Auto-Remediation, Security Review Flow, and expanded GitLab Duo agentic automations to enhance security, compliance, and developer productivity across its DevSecOps platform. An interesting angle is how these agent-powered flows and AI audit controls aim to automate complex multi-step workflows while keeping humans in charge of approvals and compliance oversight. Next, we’ll examine how GitLab...

Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.

The brokerage said Adobe faces rising execution risks as it navigates multiple strategic transitions simultaneously.

That's a tough act to follow. Just respect the fact that this stock's reliable volatility can work for you just as much as it works against you.

3M stock jumped on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.

Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the disconnect reveals about the AI memory trade.

Morgan Stanley’s upgrade of Global Payments (GPN) to Overweight has put the stock back in focus, as the broker pointed to execution, product feedback and capital returns as key positives. See our latest analysis for Global Payments. The recent Morgan Stanley upgrade coincides with a strong near term run, with Global Payments showing a 23.16% 1 month share price return and a 9.06% year to date share price return. However, the 5 year total shareholder return is down 54.75%, suggesting current...

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

Morgan Stanley recently upgraded Global Payments to Overweight, citing improving execution, stronger share repurchase capacity, and constructive feedback on its Genius and Worldpay payment platforms. The brokerage’s focus on Global Payments’ competitive positioning in integrated small-business solutions and enterprise processing highlights how product traction is shaping expectations for the company’s outlook. We’ll now examine how Morgan Stanley’s increased confidence in Global Payments’...

Bernstein has raised its price target on Robinhood Markets (Nasdaq: HOOD) to $160 from $130, keeping its Outperform rating, betting the brokerage is positioned to benefit from a broader shift in how retail investors trade. The new target rests on a thesis that broker-dealers, exchanges, prediction ...

Lumentum stock rallies as Barclays upgrades it to 'Overweight.' Here’s why analyst Tom O’Malley recommends owning LITE shares.

Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.

Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its price target on the semiconductor designer to $320 from $290. The company’s shares are up...

AMD stock rose more than 3% on Monday.