Morgan Stanley Restarts Qualcomm Coverage With Cautious Outlook
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
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Shopify Upgraded to Buy as Analysts See Strong AI-Driven Growth Potential
Analysts upgrade Shopify to Buy, citing attractive entry point after selloff and long-term growth driven by AI-powered commerce trends.
Workday CEO Shakeup: Co-Founder Aneel Bhusri Returns to Lead AI Push
Workday announces immediate CEO change as co-founder Aneel Bhusri replaces Carl Eschenbach to lead company's AI transformation. Stock drops 5% on news.
Kyndryl Slashes Outlook Amid Leadership Shake-up and SEC Review
Kyndryl slashes revenue forecast and reports leadership changes as SEC reviews cash management practices. Shares drop 40% on internal control concerns.
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.
STMicroelectronics Scores Major AI Chip Deal with Amazon
STMicroelectronics shares jump 7% after securing multibillion-dollar AWS partnership to supply AI data center chips, marking European chipmaker's entry into booming AI infrastructure market.