Macquarie Downgrades Broadcom to Neutral Over Google’s Chip Shift
Macquarie cut Broadcom to Neutral, warning Google will build its own chips, reducing Broadcom’s future growth and profits.
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Oppenheimer Downgrades AT&T: Satellite Internet Threatens Broadband Future
AT&T cut to Perform as analysts warn satellite internet could steal broadband users despite its big fiber expansion plans.
Goldman Sachs Slams Intuit: Downgraded to Sell as AI Tax Apps Threaten TurboTax
Goldman Sachs cut Intuit to Sell, warning AI tax rivals may reduce growth, profits, and TurboTax market share.
Barclays Gives IBM a Bullish Overweight Rating – Software Strength & Quantum Upside in Focus
Barclays rates IBM Overweight with $350 target (~18% upside), citing steady software growth, strong margins, and quantum upside.
Rothschild Redburn Slams The Trade Desk With Sell Rating — 50% Downside Warning
Analyst says Trade Desk stock could fall 50% as big tech, Amazon, and agencies cut into its business and profits.
MGM Stock Surges as Analysts Predict Las Vegas Comeback
MGM Resorts shares jumped after Truist and JPMorgan upgraded the stock. Analysts cite returning visitors, strong events, and improving Las Vegas Strip demand.