High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The mean of analysts' price targets for MaxLinear (MXL) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 31.5% in Generac Holdings (GNRC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 38.8% in Viavi Solutions (VIAV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.
Amkor Technology's 18% slide highlights near-term pressure, but advanced packaging, AI demand and rising earnings estimates strengthen the buy case.
Here is how American Healthcare REIT (AHR) and BlackRock (BLK) have performed compared to their sector so far this year.
Reddit stock is getting a much-needed boost on its admission into a major index.
Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.
According to the average brokerage recommendation (ABR), one should invest in JD.com (JD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
The average brokerage recommendation (ABR) for Howmet (HWM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion.
CFO Charles Chang purchased two Class A shares for $1.5 million. Michael O’Sullivan, the general counsel bought 488 Class B shares for a $250,000.
Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.
AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.
A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.
Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.
Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.
Wall Street cheered the company's latest update.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]
Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.
ALB's 28% slide reflects weak lithium prices and near-term margin pressure, but project ramp-ups and cost savings offer support.
SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.
Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.
Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.
Bloom Energy's stock has skyrocketed over the past three years.
U.S. drone stocks are climbing premarket after the White House said it would levy tariffs on drones deemed to pose a national-security threat. Among the stocks taking off is a company backed by Donald Trump, Jr. President Trump imposed 100% tariffs on drones with a maximum takeoff weight of more than 25 kilograms as well as those with thermal imaging capabilities and some critical components.
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