Notícias

Wall Street Giant HSBC Makes Bullish Apple Bet on AI and New iPhones

The chipmaker's stock has gotten way too overheated.

TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Citigroup (C) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Wells Fargo (WFC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Ubiquiti (UI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

The company is letting its Big Tech peers pony up for research and development and then is ready to swoop in to grab the best models when the dust settles.

Capital One says Palo Alto Networks stock will rip higher from here in the second half of 2026. Here’s why the firm is bullish on PANW shares.

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.

Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.

Seven decades of annual raises say plenty about this business. The current yield makes it worth a fresh look.

TSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.

According to TheFly, Citi lowered its price target to $500 from $590 and keeps a ‘Buy’ rating.

Apple upgraded, Brinker initiated: Wall Street's top analyst calls

The stock of Circle Internet Group (NYSE: $CRCL) has been downgraded and received a Street low price target as comp...

Apple reportedly sent legal letters to around 40 former employees now working at OpenAI, asking them to preserve documents and meet with the company's lawyers.

According to TheFly, Citi analyst Fatima Boolani cut her price target on IBM to $255 from $375 while maintaining a ‘Buy’ rating.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.

In mid-July 2026, KeyCorp’s board declared third‑quarter cash dividends of US$0.205 per common share and various amounts on its Series D, E, F, G, and H preferred shares, all payable on September 15, 2026 to holders of record in late August or early September. Alongside these payouts, a recent Moody’s issuer rating upgrade and stable analyst earnings expectations highlight how the bank’s capital return plans are being weighed against credit quality and regulatory considerations. Against this...

FIGS stock has returned 77.6% over the past year, yet the valuation checks are sending mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to some upside while earnings based multiples lean the other way. Over the last 12 months FIGS has delivered a 77.6% share price gain, which puts added focus on whether that rerating is backed up by fundamentals. Recent optimism around earnings prospects, highlighted by an analyst upgrade, can support the intrinsic value case...

KeyBanc recently downgraded Skyworks Solutions based on shifting market conditions.

Truist downgrades Lululemon stock to Sell. Here’s why analyst Joseph Civello believes LULU shares are poised for further downside ahead.

Morgan Stanley's $19 target and Overweight rating counter a JPMorgan target cut days earlier

Recently, Lumentum Holdings was upgraded by Zacks to a Rank #2 (Buy) after analysts raised earnings estimates, while industry research highlighted the company’s growing role in supplying optical components for AI-focused data centers. This combination of improved analyst expectations and AI-linked demand suggests that shifts in earnings outlook and data center infrastructure needs are becoming central to how investors view Lumentum’s business profile. We’ll now consider how this analyst...

Susquehanna sees stronger server demand, though weaker PC trends remain a concern.

Lyft, Inc. (NASDAQ:LYFT) is one of the best low priced technology stocks to invest in. On June 17, Rothschild & Co Redburn upgraded Lyft, Inc. (NASDAQ:LYFT) to Neutral from Sell and raised its price target to $22 from $7. The firm cited Lyft’s growing share buyback commitments. Rothschild Redburn said the case for upgrading was […]

Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...

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

Lumentum (LITE) 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.