Oppenheimer Upgrades Unity to Outperform, Sees Growth Ahead
Oppenheimer upgrades Unity to Outperform, citing strong fundamentals, cost discipline, and growth potential despite AI fears.
Oppenheimer upgrades Unity to Outperform, citing strong fundamentals, cost discipline, and growth potential despite AI fears.
DA Davidson upgrades Oracle to Buy, citing strong OpenAI outlook and reduced risks, with a $180 price target.
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Analysts see Google’s AI-driven growth and doubled capital spending as a positive, even as investors react cautiously to the tech giant’s ambitious plans.
Stifel lowers Microsoft rating to Hold, citing Azure challenges, rising cloud competition, and weaker long-term earnings outlook.
Alphabet (GOOGL) announces massive $175-185B capital expenditure for 2026, far exceeding analyst expectations of $115B, as Google deepens AI investments amid growing competition.