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Apple's All-Glass iPhone Plan Hits a Wall: Jefferies Downgrades Stock

Faster production could reshape competition across AI memory

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater Asset Management, said in a recent program on CNBC that he still feels good […]

The bank said the market underappreciates the gap between HPE's earnings power and its valuation

Yahoo Finance Markets and Data Editor Jared Blikre uses the AlphaSpace platform to take a closer look at some of Monday's trending stories: Apple (AAPL) getting a downgrade and Intel's (INTC) plan to raise $15 billion through stock offerings. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

An upcoming policy change at the American Airlines Group Inc. means elite status may no longer guarantee a direct upgrade to business class. On Thursday, American Airlines announced that starting August 25, it will no longer offer complimentary business class...

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

A Wall Street analyst on Monday downgraded Apple stock to the equivalent of a sell rating, citing issues with the company's upcoming iPhone smartphones.

Jefferies analyst Edison Lee believes Apple has scrapped its all-glass iPhone, citing supply chain checks.

Analyst Issues Bullish Microsoft Stock Call as AI Spending Pays Off

Stocks are getting a solid August boost. That has Wall Street altering their end of year price targets.

Morgan Stanley also upgraded its broader U.S. IT Hardware industry view to In-Line from Cautious, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

The communications-platform company's growth has now accelerated for two straight quarters -- and management raised the full-year guide to match.

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

General Dynamics recently reported past second-quarter 2026 results showing revenue of US$14.09 billion and net income of US$1.16 billion, while its board elected long-time executive and current president Danny Deep to the board of directors and affirmed a regular quarterly dividend of US$1.59 per share. These results were accompanied by a record backlog of US$136.50 billion and higher full-year 2026 guidance, underscoring strong demand across all four business segments. With this backdrop...

Walmart shares have cooled sharply from their highs even as the retailer posted blowout eCommerce and advertising numbers, and that tension between strong fundamentals and a sliding stock price is exactly where our proprietary model finds its opportunity.

Cigna Group stock has delivered a 47.1% total return over the past 5 years, yet current valuation checks still lean toward the shares looking inexpensive rather than fully priced in. In light of recent earnings news and a steady long term track record, investors are weighing whether the recent price of US$282.49 already reflects this progress. Over 5 years, a 47.1% return suggests Cigna Group has rewarded patient shareholders while still inviting a closer look at whether the current price...

Atmus Filtration Technologies Inc. reported past second-quarter 2026 results with record sales of US$527.9 million and net income of US$63.9 million, and raised its full-year 2026 net sales guidance to a range of US$1.98 billion to US$2.03 billion. The quarter highlighted the contribution from the Koch Filter acquisition and Power Solutions growth, alongside active capital returns through share repurchases and dividends while the company continued to integrate Koch Filter and pursue...

Amazon is following the trend, which you would expect, but investors need to keep the risks in mind.

Getting upgraded by an airline can be tricky, even for travelers with loyalty status. Here are some ways you can still secure an upgrade next time you fly.

The Trade Desk shares crash on a broadly disappointing Q2 earnings release, but Citi analyst says TTD stock could tumble further moving forward.

Caterpillar (CAT) is back in focus after reporting record second quarter results, lifting its full year sales outlook as demand tied to AI data center construction and power generation continues to shape the story. See our latest analysis for Caterpillar. Caterpillar’s strong guidance and record backlog have pulled the stock sharply higher this year, with a year to date share price return of 43.21% and a one year total shareholder return of 107.3%. That momentum has cooled more recently, with...

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

SpaceX (NASDAQ:SPCX) shares jumped roughly 13% Friday after Argus Research turned bullish on the economics of the company’s massive artificial intelligence buildout. Argus analyst Steven Silver upgraded the stock to Buy from Hold with a $160 price target, saying the...

Top Analyst Makes Stunning $800 SpaceX Stock Prediction

MTZ's record Q2 revenues, 40% EBITDA growth and $21.4B backlog underpin its raised 2026 outlook despite Communications delays.

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

AppLovin stock sinks as analysts lower price targets following Q2 earnings. Here’s how you should play APP shares at current levels.