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Equity Analysis

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

The analyst initiation lifted investor expectations for a 2027 commercial rollout and repriced growth hopes for the pre-revenue satellite operator.

Apple Posts Record June Quarter but Warns of Memory Costs and Chip Limits

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

Nebius Scales AI Cloud With Nvidia Stake and $775 Million Asset‑Backed Loan

IREN Pushes from Bitcoin Mining to AI Cloud as Growth, Financing and Pay Package Draw Scrutiny

Qualcomm Pushes into AI Data Centers With Dragonfly Chips and Modular Deal

Tech Giants Advance AI Products and Build Data‑Center Power as Markets Lean In

SoFi Shows Strong Q1 Growth but Faces Investor Skepticism

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

ServiceNow Jumps Nearly 9% After AI Suite Launch and BofA Buy Rating

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Zeta Global Draws Fresh Buy Calls After Record Quarter, Valuation Reset

Palantir’s Blowout Quarter Meets Whiplash Trading, Dividing Wall Street

CoreWeave Faces Timing Delays, Debt Questions as Bulls Lean on Nvidia Ties

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

Structure Therapeutics' Oral GLP-1 Posts Up to 15% Placebo-Adjusted Weight Loss as Company Prepares Phase 3