Rosenblatt Starts Coverage on Quantum Computing with Buy Rating
Rosenblatt gives Quantum Computing a Buy rating with $22 target, highlighting its strong quantum assets and growth in photonics and computing.
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JPMorgan Upgrades F5 After Strong Post-Incident Performance
JPMorgan upgrades F5 to Overweight with a $345 target, citing strong post-incident execution and upside potential in earnings.
Wells Fargo Upgrades Broadcom, KLA, Lam Research, and Analog Devices
Wells Fargo upgrades Broadcom, KLA Corp., Lam Research, and Analog Devices to Overweight, citing strong growth potential, supply-demand dynamics, and positive market momentum.
Barclays Turns Bullish on Dell as AI Server Demand Grows
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Oracle Faces Lawsuit Over Alleged Bond Sale Disclosure Failures
Bondholders sue Oracle for $18B debt sale, claiming the company failed to disclose plans for additional $38B in loans needed for AI infrastructure expansion.