Oppenheimer Upgrades Unity to Outperform, Sees Growth Ahead
Oppenheimer upgrades Unity to Outperform, citing strong fundamentals, cost discipline, and growth potential despite AI fears.
/ 70 items
#GOOGL↓
DA Davidson Upgrades Oracle to Buy, $180 Price Target
DA Davidson upgrades Oracle to Buy, citing strong OpenAI outlook and reduced risks, with a $180 price target.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
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 Cheer Google’s Earnings and AI Push, Investors Hesitate
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 Downgrades Microsoft to Hold as Azure Growth Concerns Rise
Stifel lowers Microsoft rating to Hold, citing Azure challenges, rising cloud competition, and weaker long-term earnings outlook.
Alphabet Ramps Up AI Spending to $175-185 Billion in 2026
Alphabet (GOOGL) announces massive $175-185B capital expenditure for 2026, far exceeding analyst expectations of $115B, as Google deepens AI investments amid growing competition.