Wall Street Upgrades Intel & AMD: CPU Renaissance Sparks Massive Rally
Analysts upgraded Intel and AMD on strong AI-driven CPU demand, raising targets and boosting shares in premarket trading.
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#ARM↓
Arm Faces Near-Term Risks as Morgan Stanley Turns Neutral
Morgan Stanley is neutral on Arm for now, raising its price target to $150 but warning growth may take time amid market risks.
Wall Street Goes Bullish on Arm: Multiple Analysts Raise Price Targets
Analysts are turning bullish on Arm stock. Needham, Barclays, Evercore, Guggenheim, and Citi raise price targets up to $240 as the company bets big on agentic AI and launches its own AGI CPU.
Arm Enters the AI Chip War: Launches Its First-Ever AGI CPU with Meta as Lead Customer
Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.
Arm's AI Server Breakthrough: HSBC Double-Upgrades Stock to Buy, Targets $205 Amid Royalty Boom
HSBC double-upgrades Arm to Buy from Reduce, raising its price target to $205 from $90, citing an undervalued AI server CPU shift and potential royalty doubling as key drivers behind the bullish call.
Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.