BofA Upgrades Duolingo: Buy Rating Despite Lower Price Target
Bank of America upgrades Duolingo to Buy, citing strong entertainment value and high subscriber retention despite a lower price target.
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Jefferies Shifts Software Strategy for 2026: IBM Upgraded, Adobe Downgraded
Jefferies updated its 2026 software outlook, upgrading IBM to Buy and downgrading Adobe to Hold as it favors infrastructure over applications amid slower growth and gradual AI monetization.
Wall Street Turns Bullish on ASML, TSMC, and Arista Networks
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
TSMC Gets U.S. Approval to Keep China Factory Running
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Baidu's AI Chip Unit Kunlunxin Files for Hong Kong IPO Amid Chinese Tech Boom
Baidu's AI chip subsidiary Kunlunxin files for Hong Kong listing as Chinese chipmakers capitalize on investor interest and Beijing's push for semiconductor independence from U.S. technology.
Barclays Turns Bullish on Vertiv: Why the Recent Dip Could Be an Opportunity
Barclays upgraded Vertiv stock to Overweight, raised its price target to $200, and sees strong earnings upside in 2026 and 2027 after the recent selloff.