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Market News
Latest financial news and analysis from global markets
MSFT
Microsoft's Revised OpenAI Deal Strengthens AI Strategy, Wedbush Securities Says
Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int
MSFT
Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap
The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.
INTC
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
AMD
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
AAPL
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
ORCL
Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
NVDA
Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
MSFT
Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
ORCL
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
MSFT
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
NVDA
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
NVDA
Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case
Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI continuing to drive server demand as the catalyst behind the call. The price target raise is a sign that Wall Street views AMD as a primary beneficiary ... Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case