IonQ has achieved a significant technological advancement in partnership with the Air Force Research Lab (AFRL), demonstrating the ability to efficiently connect quantum computers over long distances.
Wells Fargo significantly raised its rating and price target for CoreWeave, moving the stock to Overweight and citing "multiple" factors that signal strong growth potential.
OpenAI and NVIDIA struck a huge deal: 10 GW of NVIDIA AI systems powered by up to a $100 billion investment. This massive project, starting in 2026, aims to deploy superintelligence and build the AI economy of the future.
Strong iPhone 17 demand and huge AI feature monetization are driving optimism. Wedbush target $310.
IREN doubled its AI GPU fleet to 23,000 by investing $674M in top chips (NVIDIA/AMD). They now aim for over $500M in yearly revenue by early 2026 as global demand for fast compute power continues to surge, showing the strength of their platform.
Morgan Stanley hiked its 2026 chip equipment sales forecast to +10% (from +5%) because memory markets are improving. They upgraded Applied Materials and Lam Research, but lowered KLA Corp. due to high valuation despite strong growth.
