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.
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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.
Morgan Stanley Upgrades Akamai, Sees Growth Ahead
Morgan Stanley upgrades Akamai to Overweight, raising its price target to $115 as growth prospects improve across cloud, security, and compute services.
SanDisk to Double Enterprise SSD Prices Amid AI-Driven Demand Surge
SanDisk plans to double prices for high-capacity 3D NAND memory in Q1 2026 as AI infrastructure drives unprecedented demand for enterprise storage solutions.
Trump Meets Intel CEO to Discuss Chip Manufacturing Progress
President Trump and Intel CEO Lip-Bu Tan discussed the company's new processor line and government investment in American chip manufacturing at White House meeting.