Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.
BofA Securities has trimmed its price target for Uber Technologies, citing near-term uncertainties in the autonomous vehicle sector, even as the company launches a new internal data initiative aimed at accelerating AV development.
Twist Bioscience kicks off fiscal 2026 with robust growth, reporting a 17% year-over-year revenue increase to $103.7 million. The company credits its semiconductor-based DNA synthesis platform and surging demand from AI-enabled drug discovery programs as key drivers, while reiterating its path to adjusted EBITDA breakeven within the year.
IBM intensifies its focus on the enterprise AI market with the launch of its governed deployment platform, a strategic collaboration with e& for regulated sectors, and the appointment of PepsiCo's Ramon Laguarta to its board of directors.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
Israeli police have detained municipal officials and business figures suspected of embezzling millions in international donations intended for communities devastated by the October 7 Hamas attacks, launching a major fraud investigation.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
Amazon is negotiating a landmark investment of up to $50 billion in OpenAI, according to sources familiar with the matter. The move could position the tech giant as the lead investor in a funding round aiming to raise up to $100 billion ahead of a potential trillion-dollar IPO.
Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.
Buoyed by robust demand for its premium iPhone 17 Pro models, Apple is projected to report its highest quarterly iPhone sales increase in over four years. Analysts spotlight a pivotal AI deal with Google's Gemini as a key future growth lever, even as the tech giant navigates supply chain cost pressures.
NVIDIA's CEO Jensen Huang indicates that Chinese regulatory approval for the sale of its flagship H200 AI chip is still pending, amid high demand from major tech firms and ongoing U.S.-China tech tensions.
While passive index funds track the broader market, selective stock picks can deliver outsized returns. Baidu's (NASDAQ: BIDU) shares have soared 75% in the past year, dramatically outpacing the market. This rally comes despite a significant drop in earnings, shifting investor focus towards the company's long-term strategic bets in artificial intelligence and autonomous driving.
Augusto Blacker Miller, a controversial figure from Peru's Fujimori era, has died in a Rio de Janeiro prison hospital. The 80-year-old, arrested in Brazil last December on an Interpol warrant, succumbed to cardiorespiratory arrest, reigniting debates about justice, aging detainees, and cross-border legal accountability.
An AI-driven analysis suggests JPMorgan Chase stock could see a slight decline to around $295 by mid-April, as the banking giant contends with rising operational costs and regulatory uncertainty, despite strong fundamentals and shareholder returns.
First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Polish online marketplace Erli has filed a lawsuit against dominant rival Allegro, alleging the platform abuses its market power to pressure sellers into maintaining higher prices on competing sites. Allegro denies the accusations, stating its seller benefit programs are voluntary.
A months-long advocacy campaign criticizing Hannaford's pricing and animal welfare policies has gained little traction among Maine shoppers, many of whom remain loyal to the dominant grocer despite concerns over affordability.
While tech stocks dominate AI headlines, Welltower Inc. is leveraging artificial intelligence and demographic shifts to redefine senior living and create a powerful growth engine, positioning itself as a unique beneficiary of long-term healthcare trends.
