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3basic
27 mins. ago
Macerich Company (MAC), a retail REIT, is demonstrating strong technical momentum.
Shares are up nearly 50% over the past year.
A 2.59% dividend yield also sweetens things for potential Macerich investors.
Analyst sentiment is mixed with price targets ranging from $19 to $31.
Author's note: In times of financial uncertainty, real estate starts to look like an attractive edge. This last week, all three of my favorite real estate ETFs – Vanguard Real Estate ETF (VNQ), Cohen & Steers Real Estate ETF (ICF), and the S&P 500 Real Estate SPDR (XLRE) – all showed gains.

#vanguard
bolt
1 hr. ago
Charlie Munger, Berkshire Hathaway's (BRK.A) (BRK.B) longtime vice chairman and Warren Buffett's closest business partner, never had much patience for excuses when it came to building wealth.
His most famous piece of financial advice wasn't polished or inspirational. It was blunt.
Why This **** yst Is Betting AMD Stock Can Hit $1,250 in the Next Year
A $7 Billion Reason to Buy Oracle Stock Now
Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28

#Stock #munger #analyst
XjXuSuEygvmLVV3
10 hours ago
Wall Street usually spends earnings season talking down the next quarter. This time it's doing the opposite.
More S&P 500 (^GSPC) companies are raising their profit outlooks than cutting them, and the gap is the widest in the Bloomberg Intelligence data that starts in 2011.
Analysts are lifting 2026 and 2027 estimates instead of trimming them, a reversal from the usual midyear markdown.
The beats are loud too.
Through July 22, roughly 93% of the companies that had reported topped estimates, per Fundstrat, against a 78% five-year average — what financial writer Mike Zaccardi called "a whopping 15.5% surprise."

#intelligence
shiny_finch_gqk_WNgY
4 days ago
Tesla (NASDAQ:TSLA), the global electric-vehicle, battery storage, and autonomous driving platform, closed at $319.69, down 14.52%. Thursday's drop followed an earnings miss and heavier AI and robotics spending. Investors will continue watching margins with another focus on autonomous-driving guidance next.
Trading volume reached 114.2 million shares, coming in about 131% above its three-month average of 49.4 million shares.
Tesla IPO'd in 2010 and has grown 20,006% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.21% to 7,408.30, and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among electric vehicle manufacturing peers, Rivian Automotive (NASDAQ:RIVN) closed at $16.46, down 4.19%, and Lucid Group (NASDAQ:LCID) closed at $6.45, down 4.87%, reflecting pressure across EV names.
Tesla's revenue soared in Q2, driven by a surge in EV unit volume. Deliveries jumped 25% year over year, and revenue gains came close to matching that. Yet profits dropped, and free cash flow turned negative as operating expenses and capital spending soared.
Analysts lowered their price targets for Tesla following the earnings miss, citing margin pressure and cautious guidance on autonomous driving.
The future direction of Tesla stock will depend on what investors prioritize. Competition in the EV market has put pricing pressure on Tesla, which it is offsetting with volume. But that additional revenue isn't reaching the bottom line because of the company's growth investments and expenses.

#revenue
bounce
4 days ago
Goldman Sachs Trust's $2.4 billion portfolio signals strong institutional conviction on NVIDIA and Microsoft, with **** yst targets 25-31% above current prices.
Alphabet posted 82% quarterly earnings growth while Amazon holds 62 buy ratings, reinforcing the AI infrastructure thesis across the entire mega-cap cohort.
NVIDIA's 7-day retail sentiment dropped 21 points while prediction markets price a $216 July close versus the $302 **** yst consensus target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Wall Street's institutional consensus on the mega-cap tech complex housed in Goldman Sachs Trust's $2.4 billion, 724-position portfolio is unambiguously bullish, with **** yst price targets sitting 31.0% and 25%+ above current prices on the two names carrying the widest gaps. Buy-side conviction has not blinked despite a rough July for the group, and the smart money is positioned for a re-rating higher on AI infrastructure earnings power.

#analyst #institutional
echo
5 days ago
Tesla enters Q2 earnings down 16% year-to-date, but prediction markets price a 74% chance of a beat after Q1 operating income surged 135%.
FSD subscriptions hit 1.28 million, up 51% YoY, powering a 42% jump in high-margin Services revenue and reinforcing the margin recovery story.
Analysts target $425 over 12 months, and the 247Wall St. bull case pushes Tesla to $488, both implying significant upside from current levels.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Tesla (NASDAQ:TSLA) enters its Q2 2026 earnings report today with shares down 15.74% year-to-date, closing Monday at $378.93 and trading near $376.88 intraday. That drawdown lags the broader tech sector and reflects a narrative dominated by concerns over brand sentiment tied to Elon Musk's political activities, softer year-over-year delivery comparisons, and a 12% YoY decline in Energy Generation & Storage revenue last quarter.

#tesla #year #enters #Margin
6_qbnh
5 days ago
Truist upgraded CoreWeave to Buy at $126 as AI spending shifts from model training to inference, sparking a 6% single-name rally on Wednesday.
CRWV's gain diverges sharply from peers NET and ORCL, confirming today's move is ******* yst-driven, not a broad cloud sector re-rating.
CRWV trades near $84, well below the $140 ******* yst consensus target, but a 33% monthly pullback and customer concentration warrant disciplined position sizing.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Snowflake didn't make the cut. Grab the names FREE today.
CoreWeave (NASDAQ:CRWV) shares are climbing in Wednesday morning trading, with CoreWeave stock up 6% to $84.02 after a fresh ******* yst endorsement. The move stands out against a soft tape for cloud infrastructure peers, with Cloudflare (NYSE:NET) shares down 1% to $268.46, Snowflake (NYSE:SNOW) shares down 2% to $265.68, and Oracle (NYSE:ORCL) stock unchanged at $126.50.

#coreweave #analyst #wednesday #peers
madlyboltwildly6341
5 days ago
July 22 (Reuters) - Intel's results on Thursday will show whether the American chip icon has the numbers to back a Wall Street rally that has ‌sent its shares nearly three times higher this year, as its turnaround ‌push wins over investors and the AI buildout powers demand.
Analysts expect the company to report its fastest quarterly revenue growth in about six years thanks to a demand rebound for central processors that are increasingly used to help power AI agents. Investors are also eager for details on potential new customers for its contract manufacturing business, which has shown growing traction with deals including a ‌Tesla tie-up.
• Among the biggest ⁠questions for Intel is a potential deal to manufacture processors for Apple that U.S. President Donald Trump announced in April but neither ⁠company has confirmed.
• Winning a contract would boost both Intel's foundry business and its reputation as a contract manufacturer.
• Intel stock has declined more than 25% from its record close on June 22, amid a broader selloff in chip stocks. It remains 185% higher for the year.

#contract #Intel
vvululrakpacil42
6 days ago
XRP (CRYPTO: $XRP) has formed a bullish chart pattern known as a "triangle breakout."
The XRP token is up 4% in the last 24 hours and trading at $1.14 U.S. as investors and traders chase a potential big move higher in the cryptocurrency.
Analysts say that XRP could vault as high as $1.35 U.S. following the formation of the triangle breakout pattern.
More From Cryptoprowl:
Hyperliquid HIP-3 Volume Nears 50% as Onchain Stock Trading Accelerates

#trading #triangle #breakout #Crypto
2rusty
6 days ago
Clark was among several notable names laid off from the company this week following the network’s finalized acquisition of NFL Network earlier this year.
Former NFL player-turned-analyst Ryan Clark was one of the biggest names let go by ESPN earlier this week as part of mass layoffs across Disney. Unlike some of his former co-workers at the Worldwide Leader in Sports, he learned of the decision to be laid off as he was on air for “NFL Live.”
On Wednesday, Clark responded to an article from TMZ Sports about his dismissal, suggesting that he wasn’t forced off the air during a commercial break. The report from TMZ suggested that the decision for Clark not to return on air was mutually agreed upon between him and ESPN executives. He appeared via Zoom for a segment and was not physically on set in Bristol, Connecticut. However, he no longer appeared on the show after what would be his final segment.
“I wasn’t forced?” Clark questioned on Wednesday afternoon. “I ask, ‘Should I be done now?’ The answer was ‘yes.'”
Clark was among several former NFL players to be let go from the network between Monday and Tuesday. Among the layoffs were former MVP Cam Newton and Bart Scott, along with NFL Network ****** yst Charles Davis. ESPN boss Jimmy Pitaro confirmed they had to make “difficult decisions” regarding the layoffs as the shedding of talent also came with the full integration of the NFL Network team going into the upcoming football season.

#clark #network #sports
mucowe_du_h
6 days ago
By Chris Prentice and Mariam Sunny
NEW YORK, July 22 (Reuters) - Many patients have opted for injectable forms of the wildly popular GLP-1 obesity medications through a pilot program of the U.S. government's Medicare health insurance program for Americans aged 65 and older, according to early indications from doctors and ‌analysts.
The U.S. Centers for Medicare & Medicaid Services this month launched an 18-month trial program that for the first time opens access to Novo Nordisk's Wegovy and ‌Eli Lilly's Foundayo and Zepbound as weight-loss treatment alone for a monthly cost of $50.
Millions of people are expected to qualify, and doctors are already being flooded with interest from patients aged 65 and older. For the most part, they say the process is going well — with some hiccups.
Many pharmaceutical industry experts had expected that patients would prefer pills over injections, for convenience. Novo's U.S. chief Jamey Millar in June said the firm's research indicated that Medicare beneficiaries prefer the oral pill to the injectable on a two-to-one basis.

#medicare #patients #program #older
neon
7 days ago
Jul. 22—GRAND FORKS — Tim Hennessy isn't a full-time employee at UND anymore, but the longtime hockey radio play-by-play man could still call games next season under a new structure.
UND notified Hennessy on July 8 that it is eliminating his full-time position within the athletic department and indicated that the men's hockey radio play-by-play position will be structured underneath Fighting Hawks Sports Partnerships.
Most of UND's radio play-by-play announcers are currently paid by Fighting Hawks Sports Partnerships on a game-by-game basis, including Jack Michaels (football and women's basketball play-by-play), Darrin Looker (UND hockey road play-by-play or ******* yst), Mike LaMoine (UND hockey ******* yst) and Mike Berg (UND football ******* yst).
Men's basketball play-by-play announcer Paul Ralston, who serves as UND's ******* istant athletic director for broadcast properties, is paid by the school. Ralston is Hennessy's supervisor.
Hennessy said he met with UND athletic director Bill Chaves and Ralston two weeks ago.

#Athletic #analyst #fighting
mildlycomet
7 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $64,680.23 on Monday, July 20, 2026, 0.2% lower than Sunday's opening price. As of 9:34 a.m. ET this morning, the price of bitcoin moved up to $64,694.96.
Ethereum (ETH-USD) opened at $1,871.21 on Monday, July 20, 2026, up 0.5% from Sunday's opening price. The price of ethereum moved higher this morning to $1,875.30 as of 9:35 a.m. ET.
Bitcoin opened slightly lower while ethereum was higher this morning. Both digital currencies are up over the past month, but sentiment about the second half of the year remains mixed.
Analyst Darkforst noted Friday that top buyers who paid between $75,000 and $126,000 for bitcoin are now realizing losses — signaling investors aren't optimistic about the near-term prospects. On the other hand, Standard Chartered just renewed its $100,000 bitcoin year-end 2026 price target. Prediction market Polymarket is taking a middle road, with top odds on bitcoin closing the year between $70,000 and $75,000 and ethereum finishing 2026 between $2,000 and $2,250.

#Monday #july
teteyihfeleyefa165
7 days ago
Cam Newton and Karl Ravech are among the major stars exiting in the latest round of layoffs at ESPN, sources told The Athletic Tuesday.
Ravech, a 31-year veteran of the network, served as ESPN's lead MLB play-by-play announcer, covered college basketball and anchored SportsCenter. He called the Dodgers-Phillies game Monday before reportedly learning his position was in jeopardy. When contacted by The Athletic Tuesday, Ravech said he had not yet been informed of his status.
NFL MVP Newton, longtime SportsCenter anchor David Lloyd, injury ***** yst Stephania Bell, former All-Pro linebacker and studio host Bart Scott and NFL Network ***** yst Charles Davis are also being impacted by the cuts at ESPN and NFL Network, according to The Athletic.
Newton joined ESPN as an NFL ***** yst in October 2024 after an 11-season NFL career that included a Super Bowl run with the Carolina Panthers. After initially appearing on First Take, he signed an expanded contract with the network in August 2025.
On Monday, ESPN announced it was parting ways with NFL ***** yst Ryan Clark and additional cuts are expected among behind-the-scenes staff.

#Athletic #analyst
93HMP
7 days ago
ESPN parted ways with Ryan Clark on Monday in an awkward on-air dismissal during "NFL Live." On Tuesday, more layoffs swept through Bristol, and former NFL MVP Cam Newton was among those let go.
The move sparked an immediate pile-on from the NFL community on X, with fans and media personalities believing that firing Newton was the right decision, and some even brought up his viral comments on Buffalo Bills wide receiver Keon Coleman from the 2025 season.
Newton wasn't the only recognizable face to get fired on Tuesday. NFL Network insider Tom Pelissero, longtime **** yst Charles Davis, NFL **** yst Bart Scott, SportsCenter anchor David Lloyd, injury and fantasy expert Stephania Bell, and MLB play-by-play announcer Karl Ravech were all let go as part of the cuts.
Before his dismissal, Newton had served as Stephen A. Smith's primary Monday co-host on "First Take" during the football season, replacing Shannon Sharpe in that role last year.
With both Newton and Clark gone, Smith now enters the 2026 football season without either of his primary debate partners on the show's highest-rated day of the week. ESPN has said it will look for a permanent replacement for Newton on Mondays, though no candidates have been named.

#analyst
052_softly
8 days ago
Nvidia Corporation (NVDA), the famous Silicon Valley chipmaker powering much of today's artificial intelligence (AI) infrastructure boom, has become one of Wall Street's biggest market stars. The company has reinvented itself as the gold standard for AI computing, cementing its place at the center of the global semiconductor industry.
That leadership is the exact reason Wall Street continues to view Nvidia as the chip stock to beat heading into another earnings season. Oppenheimer recently named NVDA as its top chip stock heading into second-quarter earnings, arguing that the AI infrastructure buildout remains far from over.
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
Analyst Rick Schafer sees hyperscale cloud providers pouring hundreds of billions into AI data centers, while enterprise AI, sovereign AI initiatives, and next-generation cloud platforms continue to widen Nvidia's runway. The **** yst expects the company's relentless product cadence – from Blackwell to Vera Rubin – to keep extending its technological lead, with future AI revenue opportunities still not fully reflected in estimates.
Let's dig into some details to understand why Oppenheimer remains firmly in Nvidia's camp heading into the Q2 earnings season.
pullbasicwitty
9 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $64,680.23 on Monday, July 20, 2026, 0.2% lower than Sunday's opening price. As of 9:34 a.m. ET this morning, the price of bitcoin moved up to $64,694.96.
Ethereum (ETH-USD) opened at $1,871.21 on Monday, July 20, 2026, up 0.5% from Sunday's opening price. The price of ethereum moved lower this morning to $1,875.30 as of 9:35 a.m. ET.
Bitcoin opened slightly lower while ethereum was higher this morning. Both digital currencies are up over the past month, but sentiment about the second half of the year remains mixed.
Analyst Darkforst noted Friday that top buyers who paid between $75,000 and $126,000 for bitcoin are now realizing losses — signaling investors aren't optimistic about the near-term prospects. On the other hand, Standard Chartered just renewed its $100,000 bitcoin year-end 2026 price target. Prediction market Polymarket is taking a middle road, with top odds on bitcoin closing the year between $70,000 and $75,000 and ethereum finishing 2026 between $2,000 and $2,250.
W6TtydAsh2
12 days ago
Wall Street's patience with Netflix (NFLX) appears to be wearing thin.
Netflix shares plunged into the red at the opening bell on Friday as Wall Street digested a lackluster second quarter earnings report. The streaming giant's third-quarter revenue outlook missed expectations, and management offered little to reassure investors about slowing growth and engagement trends.
Analysts said the earnings report did little to ease concerns over Netflix's growth.
"At the moment, it's in no man's land," Bank of America Global Securities senior media ******* yst Jessica Reif Ehrlich told Yahoo Finance, of the company. "There's just not enough here to move the stock in any direction. There was nothing for the bulls, but there was certainly something for the bears."
One possible catalyst for the stock is an acquisition, Ehrlich told Yahoo Finance. Netflix walked away from a bidding war with Paramount Skydance (PSKY) over Warner Bros. Discovery in February. Investors could perceive a new deal that brings fresh IP through the door as a strong move for the streamer.
x685x6c
14 days ago
Electric vehicle (EV) maker Nio (NYSE: NIO) has been increasing vehicle sales and approaching profitability. Now, a Wall Street upgrade has the stock surging today.
Analysts at Goldman Sachs upgraded Nio to a "buy" from "hold" and set a price target of $7. At 11:25 a.m. ET, Nio's American depositary shares traded at $4.96 per share, up 3.7%. Goldman's target price is 46% higher than where Nio stock closed on Friday.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nio has reported strong EV sales so far this year, despite strong competition in both China and Europe. The latest design for its flagship ES8 luxury electric SUV has been well-received, and its ES9 set a new initial 30-day delivery record among luxury EVs sold in China at its premium price level above about $73,000.
That has led ******* ysts to predict strongly growing revenue and its first full-year positive operating profit in 2027. Today, the stock jumped after Barron's reported Goldman's recommendation and price target.
bolt_mostly8543
14 days ago
Somnigroup International Inc (NYSE:SGI) is one of billionaire David Abrams' top stock picks with upside potential. Somnigroup shares are up around 16% over the past month, and the Street sees the shares soaring at least 25% from the current level over the next 12 months. Some 63 hedge funds have confidence in Somnigroup stock.
According to some Wall Street experts, Somnigroup International Inc (NYSE:SGI) stands to benefit from the bankruptcy of its competitor, Sleep Number Corporation. On June 12, Sleep Number filed for bankruptcy as its debt ballooned and losses mounted. The company blamed inflation, tariffs, and supply chain disruptions for its woes.
In Q1 2026, Sleep Number posted a net loss of $50 million on net sales of $319 million. Canadian bedding company Sleep Country Canada has offered to buy Sleep Number ***** ets for $415 million.
Analysts at Piper Sandler saw the Sleep Number bankruptcy coming and said Somnigroup would benefit from it. In their June 4 note to investors, the ***** ysts commented that the bankruptcy of the competitor would allow Somnigroup to gain market share in the premium mattress ***** e. Additionally, the ***** ysts speculated that Somnigroup could attempt to purchase stores and intellectual property ***** ets in the rival's bankruptcy process.
Somnigroup International Inc (NYSE:SGI) is a multinational bedding and sleep tech company. It makes and sells mattresses. Somnigroup manufactures mattresses under various product brands and operates a chain of retail stores to sell these products.
glid2compass
15 days ago
Analysts have been raising their revenue and price targets for Nvidia Inc. (NVDA) stock. However, NVDA has been flat since April 29, almost two and a half months ago. That makes shorting out-of-the-money (OTM) NVDA put options very worthwhile. This article will show why.
NVDA closed Friday, July 10, at $210.96, up from a recent low of $192.53 on June 26. But on April 29, it was at $209.25, so it's up less than 1% in the past 2+ months. That means it's trading water.
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tinywox
18 days ago
Strategy's (NASDAQ: $MSTR) recent Bitcoin (CRYPTO: $BTC) sales are not the main risk facing the cryptocurrency or the market for digital **** ets, says JPMorgan Chase (NYSE: $JPM).
Analysts at the largest U.S. bank say that the bigger threat to the cryptocurrency market comes from adoption that does not benefit public blockchains and their tokens.
Nikolaos Panigirtzoglou, the lead crypto **** yst at JPMorgan, said in a new report that the crypto ecosystem could see slower activity, lower liquidity, and weaker capital flows as tokenization, payments, and settlement increasingly happen outside public crypto networks.
More From Cryptoprowl:
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zfclislowlyswice
18 days ago
The second-quarter earnings season begins next week. As usual, the big banks will kick off earnings season, with the first reports on Tuesday, July 14.
So, what should we expect? After all, share prices ultimately follow earnings. Many factors can move stocks in the short term (wars, oil price spikes, unexpected economic data, or policy moves by the Federal Reserve are a few). But if you want to get a sense of where the stock market is heading in the medium and long term, watching earnings is a great start.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Right now, ***** ysts estimate that S&P 500 (SNPINDEX: ^GSPC) companies' earnings in Q2 will rise 23.3% from the same quarter a year ago. That's according to FactSet, an authoritative source of earnings data. If that estimate proves correct, it would mark the second consecutive quarter of earnings growth above 20% for the index. (Analysts focus on the S&P 500 because it tracks the 500 largest U.S.-listed companies and represents about 80% of the total market capitalization of all U.S. companies.)
That's impressive, considering that the five-year average earnings growth rate is 16.4% and the 10-year average is 10.3%. And the long-term average growth rate is below 10%.
bouNc8FrOst
19 days ago
Interested in Vertex Pharmaceuticals Incorporated? Here are five stocks we like better.
Vertex Pharmaceuticals agreed to acquire Crinetics Pharmaceuticals for $10 billion, paying $85 per share in cash, with closing expected in the third quarter of 2026.
The acquisition adds PALSONIFY, an approved acromegaly treatment, and Atumelant, a Phase 3 candidate for congenital adrenal hyperplasia, expanding Vertex's rare disease pipeline.
Analysts have not yet rerated VRTX shares since the announcement, though H.C. Wainwright maintains a Buy rating with a Street-high $641 price target.
Vertex Pharmaceuticals (NASDAQ: VRTX) recently announced its plans to acquire Crinetics Pharmaceuticals (NASDAQ: CRNX) for $10 billion. The deal, which has already been approved by the board of directors of both companies, is expected to close in the third quarter of 2026.
hyperhr
20 days ago
The 2026 World Cup enters its most electrifying stage. The front pages of the world sports press are overflowing with optimism and anticipation ahead of quarterfinals that promise maximum tension, with the Spanish national team stealing all the spotlight in its imminent and thrilling clash against Belgium.
The Spanish press reflects an atmosphere of total unity and ambition ahead of the showdown with the Belgians. In Marca, goalkeeper Thibaut Courtois builds up the pre-match by admitting the great quality of his rival: "Spain is always a favorite to win everything."
Meanwhile, youth takes center stage in Mundo Deportivo, where Lamine Yamal warns with tremendous maturity and optimism that his "great game is going to come."
For their part, belief in the dressing room is absolute; Sport highlights a forceful "We're going for the World Cup" from Pedri on its front page, while As crowns its cover with a stellar Unai Simón under the slogan "We came to win the World Cup."
Analysts agree: after eliminating Portugal, Luis de la Fuente's side feels invincible.
mostly
20 days ago
Interested in Fabrinet? Here are five stocks we like better.
Fabrinet, MACOM Technology Solutions, and Credo Technology Group are three overlooked semiconductor firms positioned to benefit from the growing AI supply chain.
All three companies posted strong recent revenue growth, with Fabrinet, MACOM, and Credo reporting sales increases of 39%, 22.5%, and 157% year-over-year, respectively.
Analysts remain largely bullish on all three stocks, citing attractive valuations and Buy ratings.
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.
rsikvi
20 days ago
Corning (GLW) demonstrates strong technical momentum with a 72% "Buy" technical opinion from Barchart.
GLW has gained more than 250% over the past year.
Analyst sentiment is broadly positive despite some concerns that shares may be overvalued.
I view the recent dip as a potential buying opportunity given GLW's solid fundamentals and robust growth projections.
Valued at $167.7 billion, Corning (GLW) produces advanced glass substrates that are used in many applications. Its markets include optical communications, mobile consumer electronics, display, automotive, and life sciences.
4rjUf
20 days ago
Analysts at Wall Street brokerage Bernstein have maintained their price target on TeraWulf's (NASDAQ: $WULF) stock.
Bernstein reiterated a buy-equivalent outperform rating and $36 U.S. price target on TeraWulf's stock. The price target is 71% higher than where WULF stock currently trades.
The evaluation from Bernstein comes after TeraWulf, a Bitcoin (CRYPTO: $BTC) miner turned artificial intelligence (A.I.) data centre operator, signed a 20-year lease with Anthropic.
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cazugohefxakekudi199
20 days ago
Cloudflare Inc. (NYSE:NET) shares gained 3% on Tuesday after Scotiabank upgraded the stock to Sector Outperform from Sector Perform, citing growing confidence in the company's long-term position within AI infrastructure.
Analyst Patrick Colville also increased his price target to $300 from $225, pointing to several catalysts that could support stronger revenue growth in the coming quarters.
According to Scotiabank, Cloudflare's Workers platform is emerging as the preferred infrastructure for AI-generated, or "vibe coded", applications, including OpenAI Codex Sites and Lovable.
The broker believes this trend is not yet fully reflected in investor expectations and could become an increasingly important growth driver for the business.
"We upgrade our rating on the common shares of Cloudflare to Sector Outperform and lift our price target to $300," Colville commented. "After spending the past 4+ weeks doing a deeper dive on Cloudflare's opportunity, we feel convinced that the time is now to own NET as: (1) Workers is becoming the default infrastructure for vibe coded applications – including OpenAI Codex Sites and Lovable, a dynamic we think is underappreciated by investors; (2) Traffic trends, which typically precede revenue by 3 quarters are inflecting due to agentic AI and will set Cloudflare up nicely to beat and raise Street numbers by ~5pp in 2H26, (3) Cloudflare is winning the best of the best AI-native customers, which validates their architecture and provides a long runway for growth."
bacehif
20 days ago
Analysts covering Micron Technology (MU) continue to raise their annual revenue forecasts for Aug. 2027 as well as their price targets. But MU stock is off its peak. That presents an opportunity for value buyers.
For example, 2-week out-of-the-money MU puts now yield over 5.8% for short-sellers. This article will show how that works.
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