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.
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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.
Circle Faces AML Questions After $285M North Korea-Linked Hack
Morgan Stanley maintains Equal Weight rating and $80 price target on Circle despite a $285M hack on Drift Protocol using USDC.
Morgan Stanley Predicts PDD Stock Rise After “Ghost Takeaway” Penalty Clears
Morgan Stanley sees PDD rising short term as China’s penalty news removes uncertainty, calling it a possible near-term boost.
Morgan Stanley Names Affirm as Top Pick with 26% Upside
Affirm is viewed as a strong buy with solid growth, stable funding, and potential upside as positive updates are expected soon.