BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
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KeyBanc Turns Bullish on AMD: Strong AI and Server Demand Ahead
KeyBanc upgrades AMD to Overweight with a $270 price target, citing strong momentum in the company's AI accelerators, especially the MI355 and upcoming MI455 chips.
Ormat Signs 20-Year Clean Energy Deal with Switch for Nevada Data Centers
Ormat Technologies signs a 20-year power deal with Switch to supply geothermal and solar energy to Nevada data centers, supporting clean and reliable power for AI growth.
Piper Sandler Downgrades Synopsys as AI Chip Shift Creates Headwinds
Piper Sandler downgraded Synopsys to Neutral, citing AI-driven chip industry shifts, risks to its IP business, and a challenging outlook for 2026.
Intel Stock Gets a Boost as Demand for Data Center Chips Surges
KeyBanc upgrades Intel to Overweight with a $60 target, citing strong data center demand, near sell-out of server CPUs, and possible price increases in 2026.
Bakkt Acquires DTR: Analyst Sees Strong Growth Ahead
Bakkt agrees to acquire Distributed Technologies Research in $150M stock deal. Clear Street analyst rates it a Buy with $39 target as stablecoin business expands.