Daiwa upgrades Palantir on AI demand, strong commercial revenue guidance
Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Microsoft is the best ‘pure play’ on AI adoption, says Piper Sandler
After Microsoft’s big fall following its earnings report last week, Piper Sandler is naming the stock as a…
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David…
China’s AI trade moves from infrastructure to applications. Stocks to watch
Local investors in China are excited about a new artificial intelligence stock trend. As trading volumes in the…
Nvidia’s Huang to visit China as AI chip sales stall
Nvidia founder and CEO Jensen Huang (R) speaks next to BlackRock chairman and WEF co-chairman Larry Fink during…
Deutsche Bank says the ‘honeymoon is over’ for AI
This year will be the most difficult one yet for artificial intelligence, according to Deutsche Bank Research Institute.…
Alibaba-backed startup Moonshot AI valuation up $500 million: sources
Pictured here is Moonshot AI’s Kimi chatbot displayed on a smartphone. Bloomberg | Bloomberg | Getty Images BEIJING…
Apple and Google are teaming up on AI. What it means for both stocks
Wall Street analysts believe the new partnership between Apple and Alphabet strengthens the investment cases for both companies.…
Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc upgraded Intel and Advanced Micro Devices to overweight, saying both chipmakers are benefiting from robust hyperscaler demand.…
Where stock analysts predict China’s consumers will spend in 2026
Consumer spending trends are starting to emerge within the experiences economy as the year gets underway, and stock…