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6 ARTICLES

last wk.

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

Investors are pricing strong demand for AI infrastructure while watching how quickly Dell can turn a roughly $95 billion server backlog into revenue and profit.

9 ARTICLES

last wk.

Berenberg Buy Call Sends AST SpaceMobile Stock Higher as Questions About Delivery and Cash Persist

9 ARTICLES

3w ago

Snowflake Repriced by AI Hype as Q2 Earnings Test Cortex Code-Led Growth

5 ARTICLES

3w ago

Affirm Recasts Business After Tax‑Boosted Profit and Strong GMV Growth

10 ARTICLES

3w ago

Ulta Beauty Tops Q2 Estimates and Lifts 2026 Forecast

5 ARTICLES

4w ago

Moderna’s Phase 3 Melanoma Win Reprices the Company

3 ARTICLES

4w ago

Palantir Surges After Q2 Beat, Trades Near $180

3 ARTICLES

4w ago

Critical‑Mineral Stocks Rally After DOE Project Picks and Bond Selloff

5 ARTICLES

last mo.

JPMorgan Begins Coverage of Salesforce With Overweight Rating and $250 Target

17 ARTICLES

last mo.

CoreWeave Posts Blowout Quarter as Backlog Swells to Roughly $104 Billion

4 ARTICLES

last mo.

Dell Stock Rises as Super Micro’s AI Server Forecast Fires Up the Sector

Analyst Ratings

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

UBS Downgrade Sends NuScale Stock Lower as Financing and Build Risks Loom

Nike Shares Slide to Near 52‑Week Low as S&P 100 Exit Looms

Rocket Lab Hits 95th Electron Launch as Wall Street Expands Bullish Coverage

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

Nio Shares Fall Near Cash Value Despite Strong Q2 Revenue

Wall Street Raises Robinhood Targets as New Products Start to Drive Earnings

Alibaba Raises $10.2 Billion for AI Expansion and Shares Slide 5%

Bloom Energy to Join S&P 500 After Strong Quarter

HPE Posts Record Q3 and Lifts Outlook as AI Orders Surge

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Analyst Ratings

Berenberg Buy Call Sends AST SpaceMobile Stock Higher as Questions About Delivery and Cash Persist

Snowflake Repriced by AI Hype as Q2 Earnings Test Cortex Code-Led Growth

Affirm Recasts Business After Tax‑Boosted Profit and Strong GMV Growth

Ulta Beauty Tops Q2 Estimates and Lifts 2026 Forecast

Moderna’s Phase 3 Melanoma Win Reprices the Company

Palantir Surges After Q2 Beat, Trades Near $180

Critical‑Mineral Stocks Rally After DOE Project Picks and Bond Selloff

JPMorgan Begins Coverage of Salesforce With Overweight Rating and $250 Target

CoreWeave Posts Blowout Quarter as Backlog Swells to Roughly $104 Billion

Dell Stock Rises as Super Micro’s AI Server Forecast Fires Up the Sector

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Analyst Ratings