Truist Securities raises its price target on Meta Platforms to $900, maintaining a Buy rating. The upgrade follows stronger-than-expected Q4 results and a robust Q1 outlook, driven by AI enhancements boosting ad performance and user engagement.
As Nvidia's historic rally sets a high bar, investors are looking for the next wave of AI winners. Micron Technology and Amazon present compelling cases with unique drivers in the booming ecosystem.
JPMorgan reiterates its Overweight rating on ServiceNow (NOW) with a $215 price target, following checks with nine ecosystem partners. While growth expectations have moderated slightly, the firm finds AI is fueling expansion and mission-critical projects continue unabated.
Jefferies raises price target on CS Disco following strong Q3 results fueled by its Cecilia AI platform, yet maintains a cautious 'Hold' rating as the company balances growth investments against profitability.
DA Davidson joins Morgan Stanley in lowering price targets for language-learning app Duolingo, citing data suggesting daily active user growth may fall short of expectations despite a strong start to the year.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Dolby Laboratories (DLB) reported first-quarter results that exceeded analyst forecasts, prompting the company to raise its full-year guidance. The audio-visual technology leader cited earlier-than-anticipated deal closures, momentum in mobile and broadcast, and strategic wins with partners like Sony, TCL, and Peacock as key drivers.
Apple's Q1 earnings smashed expectations, fueled by surging iPhone sales and robust performance in China. While CEO Tim Cook's operational prowess is undeniable, the company's muted AI strategy and reliance on a Google partnership left investors wanting more.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
Finnish cargo handling giant Kalmar Oyj partners with Tata Consultancy Services to build an AI-powered digital core, aiming to boost operational efficiency and solidify its long-term service offerings in the global ports sector.
While October's COLA announcement brings temporary relief, a growing body of evidence suggests the formula used to calculate Social Security adjustments fails to reflect the real-world expenses of retirees, creating a persistent and compounding budget gap.
While Colgate-Palmolive's stock has trailed the S&P 500 over the past year, Wall Street analysts see a resilient business model and strong international presence supporting long-term growth, maintaining a 'Moderate Buy' consensus.
Newly released video evidence shows Islamic State fighters moving unchallenged among aircraft at Niamey's Diori Hamani International Airport, igniting regional tensions and raising urgent questions about security in the Sahel.
Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
The U.S. Securities and Exchange Commission has ushered in a new era for the accounting watchdog, naming a fresh chair and three board members tasked with refocusing the PCAOB on its core mission of investor protection.
Facing pressure from both investors and regulators, banks and wealth managers are turning to pass-through voting mechanisms to reclaim shareholder influence and align stewardship with client values, even within passively managed funds.
As Kevin Warsh emerges as a frontrunner for Federal Reserve Chair, former colleagues paint a picture of a consensus-seeking listener. But with the Fed facing internal divisions and external pressure, questions remain: Is his collaborative style the steady hand needed, or a potential liability in times of crisis?
Despite Dell Technologies' strategic push into AI infrastructure and analyst endorsements, its stock continues to underperform the broader market, raising questions about the timing of its promised turnaround.
A federal appeals court has dismissed a Justice Department misconduct complaint against U.S. District Judge James Boasberg, citing insufficient evidence. The complaint stemmed from the judge's rulings against the Trump administration's use of the Alien Enemies Act to deport Venezuelan migrants.
