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Palantir’s Lofty Valuation Meets Fresh Tests as Morgan Stanley Holds Line and New Defense Tie-Ups Land

Morgan Stanley says Palantir’s Ontology gives it a durable edge, with shares already priced for perfection.

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Jefferies Lifts Bloom Energy Target to $92, Says Valuation Allows Little Room for Error

Goldman Backs Apple as UBS Stays Neutral Before Jan. 29 Earnings

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Analysts Split on Marvell as Reports Question AWS Trainium Wins

Micron Hits Record Highs as AI Memory Shortage Drives Price-Target Boosts

Nebius Slides After Earnings Miss as Investors Reprice AI Data-Center Bet

Morgan Stanley Names Micron Top Pick, Raises Target to $338 on Tight Memory Supply

Micron Surges as Analysts Tout AI-Driven Memory Tightness and Earnings Upside

Broadcom’s AI Surge Faces Valuation Test After Record Quarter

Apple’s Strong Outlook Lifts Targets as Report Ties Siri to Google’s Gemini

Cipher Mining Soars After Jane Street Discloses 5% Stake

Intel’s 2025 Rally Tested by Bank of America Downgrade

Rigetti Shares Stay Hot as Benchmark Sets $50 Target and AI Trade Drives Volatile Gains

Deutsche Bank Upgrades Lam Research to Buy, Raises Price Target to $150

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Fluence Wins Poland Battery Deal From DRI/DTEK as Shares Rise 9.5%

Rigetti Shares Set Record High on AI Rally and Quantum Policy Buzz