Amid a sharp downturn in software shares, Wedbush analyst Dan Ives argues the selloff is overblown and presents a buying opportunity for key players like Microsoft and Palantir, despite lingering market fears over AI's disruptive impact.
Analyst Dan Ives of Wedbush reiterates an Outperform rating on Amazon, citing robust cloud growth and a positive setup for the upcoming quarterly report. The firm forecasts strong operating income and sees 2026 as a potential inflection year for AWS.
Truist Securities has raised its price target on Jazz Pharmaceuticals (JAZZ) to $230, citing 'practice-changing' results from the HERIZON-GEA trial for its drug Zepzelca in gastroesophageal adenocarcinoma. The firm maintains a Buy rating, anticipating strong commercial adoption and potential guideline inclusion.
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.
TD Securities has turned bullish on Bank of Montreal, upgrading the stock to Buy and raising its price target, citing a more constructive trajectory for the bank's return on equity and its diversified earnings base.
Wedbush Securities raises its price target on Willdan Group (WLDN) to $145, citing a robust pipeline of projects driven by infrastructure spending and energy efficiency mandates. The firm's recent acquisition is seen as a strategic move to expand its municipal advisory footprint.
Palantir Technologies (PLTR) reported fourth-quarter revenue of $1.41 billion, exceeding analyst forecasts, as government and corporate investment in AI tools continues to accelerate. Wedbush Securities hailed the performance as another 'drop-the-mic' quarter, underscoring the company's leading position in the AI infrastructure race.
Analysts project Advanced Micro Devices to surpass earnings estimates, buoyed by sustained AI investment and strategic partnerships, with Wedbush setting a $290 price target.
As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.
Student loan giant SLM Corporation confronts securities class actions alleging it failed to adequately disclose rising early-stage delinquencies, casting a shadow over its recent financial performance and valuation narrative.
While AMD's Q4 2025 results met key targets, a sharp sell-off followed. Leading analysts from Wedbush and Baird point to solid fundamentals and strategic positioning in AI and data centers as reasons for long-term confidence, despite near-term headwinds and one-time benefits clouding the print.
CME Group declared 2025 its most successful year ever, driven by record trading volumes across asset classes and surging market data revenue. The derivatives giant is pushing forward with new initiatives in securities clearing, 24/7 crypto trading, and retail-focused products as it sets its strategic course for 2026.
Truist Securities has elevated APi Group to its top sector pick, raising the price target to $50 and highlighting the company's defensive business model and recent acquisition of CertaSite as key drivers for growth.
Bank of America Securities has raised its price target on MongoDB, citing the company's accelerating cloud revenue and its strategic positioning to capitalize on the surge in enterprise AI and application modernization projects.
Electric vehicle maker Rivian Automotive has put forward a $250 million class action settlement to resolve securities litigation, a move awaiting court approval as its stock continues to navigate turbulent market waters.
A federal judge has ruled that Elon Musk must face a lawsuit from the Securities and Exchange Commission (SEC) over allegations he delayed disclosing his stake in Twitter during its 2022 acquisition, a move the regulator claims saved him over $150 million.
Rivian Automotive has agreed to a $250 million settlement to resolve a securities class action, a move analysts see as clearing a legal hurdle as the company focuses on launching its R2 SUV and expanding its software and autonomy ambitions.
In a significant move bridging decentralized finance with traditional markets, Ondo Finance has integrated its tokenized U.S. securities and commodities platform directly into the MetaMask wallet, offering millions of non-U.S. users native access to assets like Tesla and Apple within their crypto wallet.
Analysts at BTIG identify mortgage REIT Dynex Capital as a top pick to capitalize on a federal directive for GSEs to purchase up to $200 billion in mortgage-backed securities, a move expected to compress spreads and lift valuations.
A U.S. federal judge has denied Elon Musk's motion to dismiss an SEC lawsuit alleging he improperly delayed disclosing his significant Twitter share acquisitions in 2022, setting the stage for a legal battle over securities disclosure rules.
