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Stock Recommendations

Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

Management says it has secured chip and memory supply to support multi‑gigawatt customer deployments with a target of more than $30 in EPS by 2028.

Nvidia Faces Earnings Test as Customers Brace for 15%+ Server Price Increases

TSMC Posts Record Quarter as Chip Market Shudders After SK Hynix U.S. Listing

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

Citi Resumes Coverage of Costco, Joining Brokers With Neutral-to-Buy Targets Near $1,000

IBM Repriced After JPMorgan Upgrade and White House Quantum Orders

JPMorgan Urges Aggressive Buying as Broadcom Rebounds

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Micron’s AI-Driven Rally Strengthens as Virginia Plant Begins Advanced DRAM Production

Report Links Applied Materials to Tesla’s Terafab as AI Tool Demand Surges

Nebius Rally Faces Valuation Test as Growth Bets Swell

Anthropic’s ‘Project Glass Wing’ Partners With CrowdStrike and Palo Alto, Lifting CRWD Shares

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

Marathon Petroleum Rallies After Q4 Beat as Record Refining Margins Spur Analyst Upgrades

U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

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

Trump Bars Foreign Access to Nvidia’s Top Blackwell AI Chips as Company Tops $5 Trillion

Meta Shares Rise on UBS Lift to $812 Price Target and WhatsApp Ad Momentum