Notícias

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

The bank says Muse has the potential to become the most widely used consumer AI application since ChatGPT

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

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.

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

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.

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

JPMorgan Upgrades Meta to Overweight as AI Assistant Fuels New Growth Bet

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.

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

You don't need to guess which big tech company will come out on top.

Meta's stock is down sharply, capex is ballooning toward $145 billion, and Wall Street's average target stops well short of four digits. So what would actually need to happen for shares to reach $1,000 by 2027?

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

The firm cited strong demand for upcoming AI chips and expanding market opportunities.

Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

AMD stock rose more than 3% on Monday.

A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.

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.

(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

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Morgan Stanley bumped up its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $647 from $502. The firm maintained an “Equal Weight” rating on the shares. On June 16, Reuters reported […]

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.