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.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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

Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.

The bank’s revised forecast says something uncomfortable about today’s price.

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.
Investing.com -- HSBC adjusted ratings and target prices across its biopharma coverage, citing "a lower sector additional risk premium" following a rally in the second quarter of 2026.

Here’s what could happen to SPCX shares next

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.

JPMorgan adjusted its Lululemon stock price target after Q2 results and management’s updated outlook.

Here’s what could happen to INTC shares next

Here’s what could happen to MU and SNDK shares next

Morgan Stanley hikes its Snowflake stock price target after a blowout quarter fueled by AI adoption and accelerating revenue growth.

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

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.

A powerful cloud trend is reshaping Microsoft’s investment case.

Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.

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.
Investing.com -- J.P. Morgan downgraded NIO to Neutral from Overweight and cut its price target to $4.50 from $7.00, citing sluggish demand in China's passenger-vehicle market, intensifying price competition and limited overseas exposure that could constrain the electric-vehicle maker's earnings upside.
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.
Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework, leaving investors exposed to potentially open-ended costs from future fires.