Wall Street Upgrades Intel & AMD: CPU Renaissance Sparks Massive Rally
Analysts upgraded Intel and AMD on strong AI-driven CPU demand, raising targets and boosting shares in premarket trading.
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Oracle: Wedbush Says It’s the Next AI Infrastructure Winner
Oracle is seen as an AI cloud winner; Wedbush rates it “Outperform” with a $225 target, citing strong AI infrastructure and fast growth.
JPMorgan Slams Avis Short Squeeze: Is a Massive Share Offering Coming?
JPMorgan cut Avis rating; stock fell 38% after a short squeeze. Valuation seen too high, possible share sale may cool rally.
BofA Turns Bullish on Twilio – Sees Strong AI Infrastructure Future
Bank of America upgraded Twilio to Buy, raised target to $190, citing AI growth, strong cash flow, and rising demand.
John Ternus as Apple CEO: What Analysts Are Saying
Analysts expect Apple’s new CEO to focus on AI, new devices, steady execution, and keeping Apple’s strong innovation culture.
HSBC Upgrades Intel to Buy with $95 Target – Server CPU Boom Ignored by Market
Intel upgraded to Buy by HSBC: strong server chips may boost profits; stock seen rising ~45% further.