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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.

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

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.

Here’s what could happen to IREN shares next.

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

Meta stock is a buy after the strong initial reaction to its Muse AI app, according to analysts at JPMorgan.

Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.

In the Roundtable 100 this week, Adobe sits at No. 20 but Tesla sits at No. 100.

Investing.com -- Lockheed Martin is poised for stronger and more durable earnings growth than investors currently expect, with rising missile demand, F-35 sustainment and other defense programs supporting a multi-year expansion, UBS said on Tuesday as it upgraded the defense contractor to Buy from Neutral. UBS raised its 12-month price target to $674 from $581, implying about 26% upside from the report's Sept. 4 share price of $524.48. The bank expects the company to deliver a 9% revenue compoun

Investing.com -- Morgan Stanley has upgraded Synopsys to Overweight and turned more selective on European semiconductor stocks, citing widening valuation dispersion and signs that the memory cycle is nearing a late-cycle turn.

Investing.com -- U.S. stock futures fell early Tuesday, kicking off a shortened trading week as Wall Street monitored the U.S.-Iran conflict alongside rising trade tensions between Canada and the U.S. Futures tied to the Dow Jones Industrial Average fell 0.8% by 05:30 ET (09:30 GMT). S&P 500 futures fell 0.3% and Nasdaq-100 futures slipped 0.1%. U.S. markets were closed Monday for Labor Day.

CNBC’s Jim Cramer says Robinhood “just keeps growing and growing.”

Shares of Robinhood jumped 15.2% Thursday on a more favorable outlook for the company and after several analysts published positive reports about the brokerage firm’s stock in recent days. Analysts from Morgan Stanley and Scotiabank upgraded Robinhood this week. A Piper Sandler analyst raised his price target as well.

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Berenberg just handed two beaten-down space stocks their biggest single-session pops in weeks, but the reason one name surged twice as hard as the other reveals a fault line in how the market is pricing the entire sector.

Investing.com -- William Blair upgraded GitLab to Market Perform from Underperform, saying the software company's strong second-quarter results and improving operating trajectory had created a more balanced risk-reward profile.

Dell Stock Surges After $61 Billion AI Orders and $192 Billion Revenue Forecast

Morgan Stanley upgrades Robinhood stock on its growth outlook, as the mobile broker trends higher following its record Q2 report.

Investing.com -- Robinhood Markets (NASDAQ: HOOD) shares are up 2.4% in premarket trading after Morgan Stanley upgraded the stock to Overweight from Equal-weight and raised its price target for the stock to $150 from $124, implying 43% upside.

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Investing.com -- Synopsys is positioned for a stronger fiscal 2027 as demand for electronic design automation and chip-design intellectual property improves, Baird said, upgrading the semiconductor software provider to Outperform and raising its price target to $560.

Investing.com -- Okta's improving growth profile and growing traction for newer identity products have prompted BofA Securities to turn more constructive on the cybersecurity company, while warning that much of its recovery may already be reflected in the stock.

Salesforce stock is rallying after the enterprise software maker’s second-quarter results topped expectations.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.