Goldman Sachs Starts Coverage on Super Micro With a Sell Rating
Goldman Sachs initiates coverage on Super Micro with a Sell rating, citing margin pressure, rising competition, and limited profit visibility despite AI leadership.
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BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
KeyBanc Turns Bullish on AMD: Strong AI and Server Demand Ahead
KeyBanc upgrades AMD to Overweight with a $270 price target, citing strong momentum in the company's AI accelerators, especially the MI355 and upcoming MI455 chips.
Piper Sandler Downgrades Synopsys as AI Chip Shift Creates Headwinds
Piper Sandler downgraded Synopsys to Neutral, citing AI-driven chip industry shifts, risks to its IP business, and a challenging outlook for 2026.
Intel Stock Gets a Boost as Demand for Data Center Chips Surges
KeyBanc upgrades Intel to Overweight with a $60 target, citing strong data center demand, near sell-out of server CPUs, and possible price increases in 2026.
Citi Turns Bullish on Palantir as AI and Defense Demand Surge
Citi upgrades Palantir to Buy, raises price target to $235, and sees strong AI-driven growth and defense spending fueling major gains into 2026.