CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.
Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Analyst firm Compass Point reiterates its Buy rating on Invesco Mortgage Capital Inc. (IVR), increasing its price target to $9.50, citing attractive mortgage spreads as a key catalyst for the REIT's potential book value growth.
Billionaire Mark Cuban champions Bitcoin's digital utility over gold's physical heft for crisis scenarios, but institutional flows and central bank demand tell a different story, highlighting a deepening divide in safe-haven strategies.
A blistering rally in gold and silver came to an abrupt halt Friday, with prices tumbling sharply as market volatility surged and analysts warned the historic run may be entering a precarious phase.
General Motors' stock climbed after the company raised its annual outlook, becoming a standout performer in Hotchkis & Wiley's value fund during a quarter marked by investor wariness over concentrated market gains.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
Amid a broader market rally, Warner Bros. Discovery's stock surged over 164% in the past year, driven by reported takeover interest. The Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted the media giant as a key contributor in its latest investor letter, pointing to its attractive valuation in a frothy market.
CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.
CNBC's Jim Cramer highlights supply constraints as the primary force behind Western Digital's stock surge, even as analysts raise price targets. The commentary links the storage maker's fortunes to broader semiconductor and AI trends.
Advanced Micro Devices (AMD) shares have soared over 115% in the past year, driven by its strategic positioning in the artificial intelligence sector. Recent analyst upgrades highlight optimism around its partnership with OpenAI and broader AI chip demand.
Dutch payments giant Adyen is forging ahead with two key partnerships—enabling SNAP EBT payments in the U.S. with Forage and launching embedded solutions in Asia-Pacific with Raptor—as it seeks to reignite growth while its shares languish well below historic highs.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Charles Schwab announces a strategic reorganization, merging its wealth advisory and banking divisions into a single unit led by long-time executive Neesha Hathi, alongside other key leadership changes.
David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
