Guggenheim Upgrades ServiceNow, Salesforce, and Check Point to Buy Amid 2026 Software Sell-Off
Strong upside potential in high-quality names.
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#Analyst Up/Down↓
Wedbush Sees 43% Upside in Voyager Technologies as Defense and Space Plays Converge
Defense contracts and Starlab optionality highlighted.
SpaceX Positioned as Next-Gen Hyperscaler: Wedbush Launches Coverage at $190
Strong Starlink growth and AI infrastructure push valuation to $2.48 trillion.
Ambarella Shares Surge as Rosenblatt Names It Top Physical AI Pick for H2 2026
Its low-power chips power smart devices like cameras, drones, and robots.
The Trade Desk Crushed as Arete Issues One of Wall Street’s Most Bearish Calls
Arete cut The Trade Desk to Sell, citing slowing growth, heavy competition from Amazon/Google, and weak ad demand.
Wall Street Goes Bullish on Quantinuum: Jefferies and JPMorgan Initiate Coverage with Strong Buy Ratings
Jefferies starts Quantinuum at Buy with $90 target (19% upside), JPMorgan adds Overweight at $97. Full-stack quantum leader sees strong Wall Street support.